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Get Institutions for : 
Capital Group Core Equity Etf (CGUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 175    22
Total shares held : 
 39,832,384  
% of shares held : 
 44.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   106  
Amount of shares held : 
 7,973,907  
% of shares held change : 
   8.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 731,816
 1.84%
 
Increased Positions :
104
 8,013,110
 20.12%
 
Unchanged Positions :
24
 532,123
 1.34%
 
Decreased Positions :
20
-484,409
-1.22%
 
Closed Positions :
5
-286,610
-0.72%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Simplicity WealthLLC 318 *New 2024-03-31 76,212 $2,375,000 76,212
   Clear Creek Financial Management LLC 104 *New 2024-03-31 49,459 $1,541,000 49,459
   Sowell Financial Services LLC 285 *New 2024-03-31 45,755 $1,429,000 45,755
   J Arnold Wealth Management Co 15 *New 2023-12-31 32,660 $924,000 32,660
   GTS SECURITIES LLC 546 *New 2024-03-31 29,497 $919,000 29,497
   HRT FINANCIAL LLC 1028 *New 2024-03-31 21,891 $682,000 21,891
   Equitable Holdings Inc. 776 *New 2024-03-31 17,585 $548,000 17,585
   Kingsview Wealth Management LLC 678 *New 2024-03-31 15,045 $469,000 15,045
   PFG Advisors 456 *New 2024-03-31 12,630 $394,000 12,630
   HFG Advisors Inc. 67 *New 2024-03-31 11,225 $350,000 11,225
   BEACON FINANCIAL GROUP 258 *New 2024-03-31 10,352 $323,000 10,352
   Total Clarity Wealth Management Inc. 200 *New 2024-03-31 9,817 $306,000 9,817
   We Are One Seven LLC 726 *New 2024-03-31 9,583 $299,000 9,583
   Confluence Wealth Services Inc. 268 *New 2024-03-31 9,526 $297,000 9,526
   HARMONY ASSET MANAGEMENT LLC 130 *New 2024-03-31 8,750 $273,000 8,750
   Pensionmark Financial Group LLC 337 *New 2024-03-31 7,688 $246,000 7,688
   TITLEIST ASSET MANAGEMENT LLC 228 *New 2024-03-31 7,667 $239,000 7,667
   KESTRA PRIVATE WEALTH SERVICES LLC 1101 *New 2024-03-31 7,675 $239,000 7,675
   Trueblood Wealth Management LLC 197 *New 2024-03-31 7,368 $230,000 7,368
   Advance Capital Management Inc. 134 *New 2024-03-31 7,363 $229,000 7,363
   Kerntke Otto McGlone Wealth Management Group 65 *New 2024-03-31 7,139 $222,000 7,139
   Balboa Wealth Partners 223 *New 2024-03-31 6,718 $209,000 6,718
   Crewe Advisors LLC 249 *New 2024-03-31 3,790 $118,000 3,790
   Atlantic Trust Group LLC 1454 *New 2024-03-31 2,770 $86,000 2,770
   MATHER GROUP, INC. 784 *New 2024-03-31 2,611 $74,000 2,611
   CLEAR INVESTMENT RESEARCH LLC 94 *New 2024-03-31 1,751 $55,000 1,751
   Northwest Financial Advisors 370 *New 2024-03-31 766 $24,000 766
   TUCKER ASSET MANAGEMENT LLC 404 *New 2023-12-31 552 $16,000 552
   Penserra Capital Management LLC 1031 *New 2024-03-31 249 $7,000 249
   BANK OF AMERICA CORP /DE/ 6592 *New 2024-03-31 6 $0 6
  30 Records found
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