CAPITAL GROUP GBL GROWTH EQT

Ticker: CGGO CUSIP: 14020X104 Class: ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Capital Group Private Client Services, Inc.21,118,680$731,762
Corient Private Wealth LLC20,211,701$20,220
LPL Financial LLC15,068,808$522,134
RAYMOND JAMES FINANCIAL INC13,130,315$454,965
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11,053,425$383,001
ENVESTNET ASSET MANAGEMENT INC10,246,121$355,028
MORGAN STANLEY9,961,008$345,149
Cetera Investment Advisers7,734,465$267,999
WELLS FARGO & COMPANY/MN5,847,836$202,628
COMMONWEALTH EQUITY SERVICES, LLC5,399,474$187,092
JONES FINANCIAL COMPANIES LLLP4,182,196$144,918
OSAIC HOLDINGS, INC.4,058,668$140,654
UBS Group AG4,032,146$139,714
BANK OF AMERICA CORP /DE/3,465,284$120,072
ROYAL BANK OF CANADA3,232,316$112,000
Cambridge Investment Research Advisors, Inc.3,214,170$111
MML INVESTORS SERVICES, LLC3,182,129$110,261
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,015,534$72,338
SEI INVESTMENTS CO1,622,498$56,220
&PARTNERS1,589,634$54,923
NewEdge Advisors, LLC1,516,092$52,533
Financial Council Asset Management Inc1,483,388$51,399
Baird Financial Group, Inc.1,417,348$49,111
Kestra Advisory Services, LLC1,410,915$48,888
Arlington Financial Advisors, LLC1,400,492$48,527
LVW Advisors, LLC1,067,741$36,997
CAPTRUST FINANCIAL ADVISORS945,652$32,767
STIFEL FINANCIAL CORP938,772$32,529
ST GERMAIN D J CO INC912,634$31,623
Janney Montgomery Scott LLC881,042$31
Focus Partners Wealth874,055$30,286
Private Advisor Group, LLC872,724$30,240
Forge Financial Services LLC845,108$29,283
JPMORGAN CHASE & CO830,059$28,762
BENJAMIN EDWARDS INC817,694$28,333
D.A. DAVIDSON & CO.809,229$28,040
ASSETMARK, INC766,865$26,572
Valmark Advisers, Inc.755,810$26,189
BIP Wealth, LLC682,727$23,656
Reliant Wealth Planning653,251$22,635
Beacon Pointe Advisors, LLC641,378$22,224
Wealth Science Advisors LLC636,392$22,051
Prospera Financial Services Inc617,004$21,387
J. Derek Lewis & Associates Inc.584,262$20,245
Bleakley Financial Group, LLC497,148$17,226
Farther Finance Advisors, LLC465,464$16,128
HighTower Advisors, LLC462,279$16,018
Ergawealth Advisors, Inc.457,916$15,867
Apollon Wealth Management, LLC419,008$14,519
LifeGoal Investments, LLC417,077$14,456
KWB Wealth379,205$13,139
Kestra Investment Management, LLC374,496$12,976
Frazier Financial Advisors, LLC372,646$12,912
STEPHENS INC /AR/371,033$12,856
Souders Financial Advisors351,463$12,178
Integrated Wealth Concepts LLC345,769$11,981
Ridgeline Wealth Planning, LLC336,017$11,643
BNB Wealth Management, LLC335,837$11,637
AA Financial Advisors, LLC325,680$11,285
Clarity Wealth Advisors, LLC317,991$11,018
Steward Partners Investment Advisory, LLC299,822$10,389
PRINCIPAL SECURITIES, INC.296,491$10,273
Main Street Financial Solutions, LLC288,179$9,985
NATIXIS ADVISORS, L.P.283,688$10
Royal Harbor Partners, LLC281,527$9,755
ROTHSCHILD INVESTMENT LLC270,536$9,374
MAI Capital Management270,298$9,366
HARBOUR INVESTMENTS, INC.265,540$9,201
Vestmark Advisory Solutions, Inc.264,286$9,158
Michael Brady & Co., LLC260,825$9,038
Equitable Holdings, Inc.253,920$8,798
NavPoint Financial, Inc.252,169$8,738
CARY STREET PARTNERS FINANCIAL LLC251,277$8,707
Ruggaard & Associates LLC247,414$8,573
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC240,257$8,325
Gerber Kawasaki Wealth & Investment Management237,326$8,223
Capital Analysts, LLC237,017$8
Carson Advisory Inc.236,754$8,204
U.S. Capital Wealth Advisors, LLC234,237$8,116
PEAPACK GLADSTONE FINANCIAL CORP229,519$8
Gutierrez Wealth Advisory, LLC226,789$7,858
CWM, LLC222,566$8
Kera Capital Partners, Inc.219,467$7,975
Brinker Capital Investments, LLC214,103$7,419
Smartleaf Asset Management LLC210,651$7,335
Mutual Advisors, LLC204,252$7,077
SAGESPRING WEALTH PARTNERS, LLC200,838$4,524
Johnson Bixby & Associates, LLC196,011$6,792
Stonebridge Financial Group, LLC192,757$6,679
FINANCIAL MANAGEMENT NETWORK INC189,418$6,658
Balentine LLC184,812$6,404
Confluence Wealth Services, Inc.184,061$6,378
Paragon Advisors, LLC176,224$6,106
SMITH, MOORE & CO.168,956$5,854
Koshinski Asset Management, Inc.168,739$5,847
Concurrent Investment Advisors, LLC167,238$5,795
Rockefeller Capital Management L.P.166,190$5,758
FSM Wealth Advisors, LLC163,709$5,673
Burford Brothers, Inc.163,303$5,658
Boyer Financial Services, Inc.159,178$5,595
287 other institutions9,762,442$332,492
Total (387 institutions)197,698,857$5,989,470