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Get Institutions for : 
Capital Group Short Duration Inc. Etf (CGSD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    5
Total shares held : 
 13,221,417  
% of shares held : 
 13.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 3,528,921  
% of shares held change : 
   3.59%  
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 :
14
 436,149
 3.3%
 
Increased Positions :
44
 4,143,097
 31.34%
 
Unchanged Positions :
5
 76,900
 0.58%
 
Decreased Positions :
16
-342,872
-2.59%
 
Closed Positions :
9
-707,453
-5.35%
 
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
   Capital Group Private Client Services Inc. 53 - 2024-06-30 2,152,965 $54,707,000 1,797,927
   McIlrath & Eck LLC 6 - 2024-06-30 1,291,077 $32,806,000 -50,780
   COMMONWEALTH EQUITY SERVICES LLC. 341 - 2024-06-30 1,288,566 $32,742,000 29,420
   Advisor Group Holdings Inc. 319 - 2024-06-30 1,044,368 $26,538,000 492,840
   Cetera Investment Advisers 340 - 2024-06-30 964,072 $24,497,000 24,259
   WNY Asset Management LLC 9 - 2024-06-30 951,572 $24,179,000 436,948
   LPL FINANCIAL CORP 904 - 2024-06-30 898,175 $22,823,000 198,160
   FINANCIAL NETWORK 278 - 2024-03-31 600,453 $15,249,000 15,754
   Bridgewealth Advisory Group LLC 3 - 2024-06-30 532,318 $13,526,000 123,369
   UBS Group AG 1496 - 2024-06-30 477,219 $12,126,000 135,033
   ENVESTNET ASSET MANAGEMENT INC 1531 - 2024-06-30 409,535 $10,406,000 119,082
   MORGAN STANLEY 3342 - 2024-06-30 360,930 $9,171,000 280,473
   ROYAL BANK OF CANADA 1671 - 2024-06-30 294,734 $7,490,000 46,672
   Souders Financial Advisors 30 - 2024-06-30 237,239 $6,028,000 7,199
   New England Capital Financial Advisors LLC 8 - 2024-06-30 213,326 $5,421,000 9,029
   MML INVESTORS SERVICES LLC 626 - 2024-06-30 198,982 $5,056,000 50,451
   MULTIFINANCIAL SECURITIES CORP 525 - 2024-03-31 159,209 $4,043,000 1,504
   ROTHSCHILD INVESTMENT LLC 82 - 2024-06-30 155,482 $3,951,000 10,716
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 892 - 2024-06-30 152,989 $3,887,000 12,046
   WELLS FARGO & CO/MN 2225 - 2024-06-30 136,303 $3,463,000 104,499
   Ameritas Advisory Services LLC 161 *New 2024-06-30 136,064 $3,457,000 136,064
   KESTRA PRIVATE WEALTH SERVICES LLC 291 *New 2024-06-30 125,846 $3,198,000 125,846
   BlackDiamond Wealth Management Inc. 9 - 2024-06-30 121,998 $3,137,000 2,718
   BENJAMIN F. EDWARDS & COMPANY INC. 295 - 2024-06-30 121,685 $3,092,000 -212
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 408 - 2024-06-30 120,969 $3,074,000 10,969
   STIFEL FINANCIAL CORP 1433 - 2024-06-30 120,821 $3,070,000 6,041
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 60 - 2024-06-30 112,217 $2,851,000 336
   SOL CAPITAL MANAGEMENT CO 95 - 2024-06-30 99,252 $2,522,000 -12,140
   Lodestone Wealth Management LLC 25 - 2024-06-30 98,262 $2,497,000 2,561
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1529 - 2024-06-30 97,025 $2,465,000 32,683
   OLD MISSION CAPITAL LLC 174 - 2024-06-30 95,023 $2,415,000 -47,274
   FINANCIAL MANAGEMENT NETWORK INC 43 - 2024-06-30 82,772 $2,110,000 7,814
   Atria Wealth Solutions Inc. 639 - 2024-06-30 74,003 $1,880,000 42,279
   Kestra Advisory Services LLC 1004 - 2024-06-30 71,535 $1,818,000 19,780
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 840 - 2024-06-30 70,863 $1,801,000 44,753
   Inspire Advisors LLC 47 - 2024-06-30 70,198 $1,784,000 4,457
   H D Vest Advisory Services 739 - 2024-06-30 64,411 $1,637,000 3,199
   DeDora Capital Inc. 47 - 2024-06-30 57,332 $1,457,000 2,450
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1120 - 2024-06-30 56,073 $1,425,000 38,937
   Bleakley Financial Group LLC 371 - 2024-06-30 49,248 $1,251,000 12,129
   Simplicity WealthLLC 465 - 2024-06-30 49,248 $1,251,000 12,129
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 116 - 2024-06-30 45,287 $1,151,000 -3,479
   MARINER WEALTH ADVISORS, LLC 1458 - 2024-06-30 42,124 $1,070,000 -2,857
   Continuum Advisory LLC 153 - 2024-06-30 39,052 $992,000 4,452
   Burford Brothers Inc. 41 - 2024-06-30 38,383 $975,000 87
   JANE STREET GROUP LLC 3558 - 2024-06-30 38,300 $973,000 -144,594
   HARBOUR INVESTMENTS INC. 425 - 2024-06-30 38,052 $967,000 304
   Sawtooth Asset Management Inc. 460 - 2023-12-31 36,336 $925,000 -200
   Dynamic Advisors Solutions LLC 483 *New 2024-06-30 35,328 $898,000 35,328
   Private Advisor Group LLC 1255 - 2024-06-30 34,621 $880,000 9,083
   Mutual Advisors LLC 538 - 2024-06-30 32,552 $835,000 6,838
   Kestra Investment Management LLC 67 - 2024-06-30 31,856 $809,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 120 - 2024-06-30 29,450 $748,000 0
   Aptus Capital Advisors LLC 423 - 2024-06-30 29,450 $748,000 0
   Western Wealth Management LLC 285 - 2024-06-30 28,573 $726,000 5,884
   Sowell Financial Services LLC 396 - 2024-06-30 25,894 $658,000 -1,852
   Saxony Capital Management LLC 43 *New 2024-06-30 22,147 $563,000 22,147
   NBC SECURITIES INC. 434 - 2024-06-30 19,887 $505,000 -399
   CAPTRUST FINANCIAL ADVISORS 1498 *New 2024-06-30 19,432 $494,000 19,432
   We Are One Seven LLC 565 *New 2024-06-30 19,150 $487,000 19,150
   DAVENPORT & CO LLC 788 - 2024-06-30 19,069 $485,000 1,756
   HANSON MCCLAIN, INC. 578 - 2024-06-30 18,302 $468,000 7,224
   Strategic Family Wealth Counselors L.L.C. 74 *New 2024-06-30 17,623 $448,000 17,623
   JONES FINANCIAL COMPANIES LLLP 593 - 2024-06-30 17,551 $446,000 13,612
   PROSPERA FINANCIAL SERVICES 758 *New 2024-06-30 17,123 $435,000 17,123
   LongView Wealth Management 116 *New 2024-06-30 16,355 $416,000 16,355
   Trilogy Capital Inc. 241 - 2024-06-30 14,740 $375,000 3,650
   JANNEY MONTGOMERY SCOTT LLC 2074 - 2024-06-30 14,674 $373,000 43
   Ausdal Financial Partners Inc. 343 *New 2024-06-30 14,352 $365,000 14,352
   Garrett Investment Advisors LLC 214 - 2024-06-30 13,068 $332,000 251
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3960 - 2024-06-30 12,824 $326,000 -62,335
   TrueWealth Advisors LLC 168 *New 2024-06-30 11,271 $286,000 11,271
   PROEQUITIES INC. 617 - 2024-06-30 10,065 $257,000 -740
   OPPENHEIMER & CO INC 1308 - 2024-06-30 8,700 $221,000 0
   PRINCIPAL SECURITIES INC. 1011 - 2024-06-30 8,300 $211,000 0
   ST GERMAIN D J CO INC 291 - 2024-06-30 5,701 $145,000 -4,524
   WR Wealth Planners LLC 216 - 2024-06-30 5,371 $136,000 -175
   BANK OF AMERICA CORP /DE/ 5561 - 2024-06-30 1,182 $30,000 -8,381
   PRIVATE TRUST CO NA 1362 - 2024-06-30 1,000 $25,000 0
   IFP Advisors Inc 2043 - 2024-06-30 840 $21,000 13
   AdvisorNet Financial Inc 1078 *New 2024-06-30 780 $20,000 780
   Signature Resources Capital Management LLC 162 - 2024-06-30 778 $20,000 -95
   Raleigh Capital Management Inc. 505 *New 2024-06-30 546 $14,000 546
   PNC FINANCIAL SERVICES GROUP INC 4101 *New 2024-06-30 132 $3,000 132
   J P MORGAN CHASE & CO 5585 - 2024-06-30 2 $0 -3,035
   BANK OF MONTREAL /CAN/ 3497 *Closed 2024-06-30 0 $0 -64,861
   WETHERBY ASSET MANAGEMENT INC 929 *Closed 2024-06-30 0 $0 -7,950
   DAYMARK WEALTH PARTNERS LLC 500 *Closed 2024-06-30 0 $0 -9,104
   HARTLINE INVESTMENT CORP/ 335 *Closed 2024-06-30 0 $0 -48,766
   FLOW TRADERS U.S. LLC 987 *Closed 2024-06-30 0 $0 -15,447
   GOLDMAN SACHS GROUP INC/ 4694 *Closed 2024-06-30 0 $0 -31,580
   Sigma Planning Corp 1237 *Closed 2024-06-30 0 $0 -34,348
   LINCOLN NATIONAL CORP 938 *Closed 2024-06-30 0 $0 -493,397
   Atlantic Trust Group LLC 3175 *Closed 2024-06-30 0 $0 -2,000
  94 Records found
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