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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
   Advisor Group Holdings Inc. 257 - 2024-03-31 1,098,537 $34,231,000 -760,883
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 201 - 2024-03-31 717,511 $22,358,000 -12,512
   Cetera Investment Advisers 78 - 2024-03-31 708,979 $22,092,000 -26,690
   Summit Investment Advisory Services LLC 4 - 2024-03-31 571,128 $17,796,000 -25,588
   FinDec Wealth Services Inc. 6 - 2024-03-31 236,636 $7,374,000 -2,074
   BENJAMIN F. EDWARDS & COMPANY INC. 173 - 2024-03-31 234,264 $7,300,000 -1,497
   Wealthcare Advisory Partners LLC 79 - 2024-03-31 221,288 $6,895,000 -6,479
   Gerber Kawasaki Wealth & Investment Management 67 - 2024-03-31 160,276 $4,994,000 -4,826
   Ambassador Advisors LLC 30 - 2024-03-31 142,644 $4,445,000 -977
   Merit Financial Group LLC 196 - 2024-03-31 108,298 $3,302,000 -574
   BB&T CORP 1109 - 2024-03-31 91,520 $2,852,000 -6,898
   G&S Capital LLC 26 - 2024-03-31 87,942 $2,740,000 -32,019
   RENAISSANCE TECHNOLOGIES LLC 1879 - 2024-03-31 80,700 $2,515,000 -104,900
   RSM US WEALTH MANAGEMENT LLC 161 - 2024-03-31 74,166 $2,311,000 -53
   Procyon Private Wealth Partners LLC 173 - 2024-03-31 52,712 $1,642,000 -88,235
   FIRST HEARTLAND CONSULTANTS INC 186 - 2024-03-31 25,269 $787,000 -521
   CWS Financial Advisors LLC 34 - 2024-03-31 22,683 $707,000 -289
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 425 - 2024-03-31 22,202 $692,000 -39
   Ascent Group LLC 348 - 2024-03-31 16,506 $514,000 -440
   HUNTER ASSOCIATES INC. 177 - 2024-03-31 16,300 $508,000 -1,625
   TKG Advisors LLC 68 - 2024-03-31 16,059 $500,000 -7,041
   SILVERLAKE WEALTH MANAGEMENT LLC 120 - 2024-03-31 14,029 $437,000 -1,827
   Cravens & Co Advisors LLC 49 - 2024-03-31 13,701 $427,000 -647
   Holistic Planning LLC 73 - 2024-03-31 12,824 $400,000 -1,500
   Mutual Advisors LLC 771 - 2024-03-31 12,434 $387,000 -1,235
   CAPWEALTH ADVISORS, LLC 75 - 2024-03-31 11,474 $358,000 -55
   Octavia Wealth Advisors LLC 158 - 2024-03-31 10,855 $339,000 -315
   ICA Group Wealth Management LLC 223 - 2024-03-31 10,126 $316,000 -3
   Capital Analysts Inc. 377 - 2024-03-31 9,563 $298,000 -213
   National Wealth Management Group LLC 109 - 2024-03-31 9,534 $297,000 -50
   HANLON INVESTMENT MANAGEMENT, INC. 138 - 2024-03-31 7,295 $227,000 -470
   FTB Advisors Inc. 500 - 2024-03-31 6,510 $203,000 -341
   Qube Research & Technologies Ltd 3004 - 2024-03-31 1,593 $50,000 -4,507
   IFP Advisors Inc 1740 - 2023-12-31 1,012 $29,000 -982
   First Pacific Financial 355 - 2024-03-31 53 $2,000 -179
  35 Records found
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