Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Capital Group International Focus Equity Etf (CGXU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 181    16
Total shares held : 
 60,673,361  
% of shares held : 
 67.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   85  
Amount of shares held : 
 7,047,319  
% of shares held change : 
   7.83%  
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 :
24
 791,525
 1.3%
 
Increased Positions :
100
 8,511,924
 14.03%
 
Unchanged Positions :
26
 555,629
 0.92%
 
Decreased Positions :
31
-1,400,074
-2.31%
 
Closed Positions :
8
-856,056
-1.41%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPTRUST FINANCIAL ADVISORS 32 - 2023-12-31 7,238,326 $172,779,000 2,115,266
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 78 - 2023-12-31 4,885,820 $116,625,000 762,819
   UBS Group AG 474 - 2023-12-31 3,531,320 $84,293,000 105,535
   WELLS FARGO & CO/MN 545 - 2023-12-31 3,051,757 $72,845,000 -94,359
   ROYAL BANK OF CANADA 595 - 2023-12-31 2,769,090 $66,098,000 333,200
   Capital Group Private Client Services Inc. 43 - 2023-12-31 2,759,586 $65,871,000 223,718
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 207 - 2024-03-31 2,430,569 $62,660,000 162,135
   COMMONWEALTH EQUITY SERVICES LLC. 234 - 2023-12-31 1,909,969 $45,591,000 184,991
   RAYMOND JAMES & ASSOCIATES 452 - 2024-03-31 1,651,533 $42,577,000 134,172
   LPL FINANCIAL CORP 591 - 2023-12-31 1,592,358 $38,010,000 687,028
   ECLECTIC ASSOCIATES INC /ADV 3 - 2024-03-31 1,192,033 $30,731,000 30,178
   Advisor Group Holdings Inc. 376 - 2023-12-31 1,151,083 $27,475,000 -313,442
   Consolidated Planning Corp 3 - 2023-12-31 1,125,157 $26,857,000 58,418
   STIFEL FINANCIAL CORP 418 - 2023-12-31 1,099,800 $26,252,000 -207,121
   Confluence Wealth Services Inc. 10 - 2024-03-31 1,016,304 $26,200,000 151,714
   SOL CAPITAL MANAGEMENT CO 1 - 2024-03-31 906,671 $23,374,000 28,262
   JANNEY MONTGOMERY SCOTT LLC 282 - 2023-12-31 900,074 $21,485,000 65,947
   Integrys Wealth Advisors LLC 11 - 2024-03-31 817,262 $21,069,000 40,552
   ENVESTNET ASSET MANAGEMENT INC 1032 - 2023-12-31 847,373 $20,227,000 132,102
   MML INVESTORS SERVICES LLC 234 - 2023-12-31 811,592 $19,373,000 55,749
   Kestra Advisory Services LLC 142 - 2023-12-31 745,585 $17,797,000 95,118
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 282 - 2024-03-31 687,794 $17,731,000 24,091
   Royal Harbor Partners LLC 3 - 2023-12-31 717,298 $17,122,000 199,332
   Sterling Investment Counsel LLC 2 - 2024-03-31 617,386 $15,916,000 15,872
   FINANCIAL NETWORK 236 - 2023-12-31 661,601 $15,792,000 98,737
   Armstrong Fleming & Moore Inc 3 - 2024-03-31 590,982 $15,236,000 9,690
   McGlone Suttner Wealth Management Inc. 9 - 2024-03-31 584,651 $15,072,000 29,392
   Simplicity WealthLLC 52 *New 2024-03-31 569,511 $14,682,000 569,511
   Private Advisor Group LLC 173 - 2023-12-31 603,126 $14,397,000 42,807
   DeDora Capital Inc. 6 - 2024-03-31 557,412 $14,370,000 46,568
   Baird Financial Group Inc. 399 - 2023-12-31 574,167 $13,705,000 104,451
   Bleakley Financial Group LLC - 2023-12-31 553,002 $13,200,000 146,313
   Sawtooth Asset Management Inc. 48 - 2023-12-31 552,732 $13,194,000 146,428
   HPM Partners LLC - 2023-12-31 550,590 $13,143,000 550,590
   HIGHTOWER ADVISORS, LLC 609 - 2023-12-31 525,618 $12,549,000 -11,722
   Main Line Retirement Advisors LLC 3 - 2024-03-31 484,659 $12,495,000 26,066
   OHE FINANCIAL INC 18 - 2023-12-31 459,948 $10,979,000 44,436
   Souders Financial Advisors - 2023-12-31 442,808 $10,570,000 17,110
   FINANCIAL MANAGEMENT NETWORK INC 10 - 2024-03-31 401,601 $10,249,000 6,594
   CI Private Wealth LLC 519 - 2023-12-31 412,951 $9,857,000 -37,037
   BANK OF AMERICA CORP /DE/ 2473 - 2023-12-31 373,924 $8,926,000 335,950
   JANE STREET GROUP LLC 1007 - 2023-12-31 373,693 $8,920,000 -62,366
   AdvisorNet Financial Inc 23 - 2024-03-31 337,024 $8,688,000 -216,553
   Lantz Financial LLC 7 - 2024-03-31 295,785 $7,625,000 27,355
   AXXCESS WEALTH MANAGEMENT LLC 92 - 2023-12-31 314,693 $7,512,000 101,185
   DAVIDSON D A & CO 212 - 2023-12-31 305,165 $7,284,000 46,317
   DAYMARK WEALTH PARTNERS LLC 63 - 2024-03-31 274,841 $7,085,000 22,573
   WAYNE HUMMER INVESTMENTS L.L.C. 24 - 2023-12-31 295,376 $7,051,000 12,459
   WILEY BROS.-AINTREE CAPITAL LLC 17 - 2024-03-31 273,073 $7,017,000 27,675
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 580 - 2024-03-31 267,687 $6,901,000 4,396
   LINCOLN NATIONAL CORP 104 - 2023-12-31 283,393 $6,765,000 44,326
   Vawter Financial Ltd. 8 - 2023-12-31 252,358 $6,024,000 91,906
   Atria Wealth Solutions Inc. 327 - 2023-12-31 198,315 $4,735,000 34,574
   Bare Financial Services Inc 3 - 2023-12-31 184,636 $4,407,000 0
   Bridgewealth Advisory Group LLC 16 - 2024-03-31 168,628 $4,347,000 135,169
   TKG Advisors LLC 11 - 2023-12-31 178,418 $4,259,000 1,169
   Riverview Capital Advisers LLC 19 - 2023-12-31 177,389 $4,234,000 -110,972
   G&S Capital LLC 9 - 2024-03-31 164,132 $4,231,000 18,669
   Goss Wealth Management LLC 398 - 2023-12-31 175,976 $4,189,000 45,526
   Wealthcare Advisory Partners LLC 124 - 2024-03-31 161,559 $4,165,000 125,847
   Procyon Private Wealth Partners LLC 72 - 2024-03-31 160,601 $4,140,000 -404,460
   J P MORGAN CHASE & CO 2592 *New 2023-12-31 160,549 $3,832,000 160,549
   Brown Miller Wealth Management LLC 11 - 2024-03-31 143,137 $3,690,000 5,746
   Krasney Financial LLC 73 *New 2024-03-31 128,446 $3,311,000 128,446
   Worth Financial Advisory Group LLC 11 - 2023-12-31 120,540 $2,877,000 3,634
   Delta Financial Group Inc. 17 - 2023-12-31 116,158 $2,773,000 19,305
   Investmark Advisory Group LLC 24 - 2023-12-31 94,158 $2,248,000 5,293
   Lodestone Wealth Management LLC - 2023-12-31 93,862 $2,240,000 7,234
   ADVISORY SERVICES NETWORK, LLC 419 - 2023-12-31 86,921 $2,075,000 6,027
   Ambassador Advisors LLC 58 - 2023-12-31 83,788 $2,009,000 -6,289
   RAYMOND JAMES TRUST CO 319 - 2024-03-31 76,384 $1,969,000 -1,143
   VALMARK ADVISERS INC 166 - 2023-12-31 80,735 $1,927,000 6,252
   LongView Wealth Management 33 - 2024-03-31 74,063 $1,909,000 0
   NBC SECURITIES INC. 115 - 2024-03-31 71,375 $1,841,000 40,423
   Capital Planning LLC 34 - 2024-03-31 70,014 $1,805,000 -2,239
   Aptus Capital Advisors LLC 231 - 2023-12-31 72,710 $1,736,000 516
   Cedar Brook Financial Partners LLC 71 - 2024-03-31 65,032 $1,677,000 111
   Steward Partners Investment Advisory LLC 587 - 2023-12-31 63,385 $1,513,000 491
   Bill Few Associates Inc. 45 - 2024-03-31 58,406 $1,506,000 13,614
   H D Vest Advisory Services 598 - 2023-12-31 60,840 $1,452,000 9,937
   OPPENHEIMER & CO INC 596 - 2023-12-31 60,324 $1,440,000 5,935
   Olistico Wealth LLC 23 - 2024-03-31 55,057 $1,419,000 3,918
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 248 - 2023-12-31 56,246 $1,343,000 1,742
   Rehmann Capital Advisory Group 154 - 2023-12-31 52,182 $1,246,000 -6,246
   GUARANTY TRUST CO OF MISSOURI /MO/ 296 - 2024-03-31 48,072 $1,239,000 -3,277
   Advisor OS LLC 120 - 2023-12-31 50,586 $1,207,000 977
   CWM LLC 782 - 2024-03-31 46,651 $1,203,000 7,638
   Signature Wealth Management Group 65 - 2024-03-31 47,026 $1,168,000 138
   Burford Brothers Inc. 30 - 2023-12-31 48,362 $1,154,000 0
   Total Clarity Wealth Management Inc. 73 - 2024-03-31 43,222 $1,114,000 -44
   Cornell Pochily Investment Advisors Inc. 62 - 2024-03-31 43,188 $1,113,000 1,210
   Cyndeo Wealth Partners LLC 192 *New 2024-03-31 40,881 $1,054,000 40,881
   BENJAMIN F. EDWARDS & COMPANY INC. 472 - 2023-12-31 44,112 $1,053,000 6,975
   Continuum Advisory LLC 175 - 2023-12-31 41,561 $992,000 9,544
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 426 - 2023-12-31 40,000 $955,000 0
   Rockefeller Capital Management L.P. 1152 - 2023-12-31 39,763 $949,000 15,146
   Round Rock Advisors LLC 80 - 2024-03-31 35,434 $913,000 -4,530
   Main Street Financial Solutions LLC 203 *New 2024-03-31 34,961 $901,000 34,961
   Cornerstone Wealth Management LLC 219 - 2024-03-31 34,855 $899,000 -100
   MERCER GLOBAL ADVISORS INC /ADV 1025 - 2023-12-31 37,263 $889,000 -5,472
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us