| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Capital Group Growth ETF | CGGR | 8.05 | 3.89 | -2.02 | 2.73 bn | 130 | Aug 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 341 |
| Opened positions | 43 |
| Closed positions | 23 |
| Increased positions | 212 |
| Reduced positions | 57 |
| 13F shares | Current |
|---|---|
| Total value | 4.77 tn |
| Total shares | 153.45 mm |
| Total puts | 5.90 k |
| Total calls | 0.00 |
| Total put/call ratio | Infinity |
| Largest owners | Shares | Value |
|---|---|---|
| Capital Group Private Client Services | 19.38 mm | $674.26 bn |
| LPL Financial | 12.44 mm | $432.72 bn |
| BAC Bank of America | 10.10 mm | $351.24 bn |
| Commonwealth Equity Services | 9.32 mm | $324.35 mm |
| Northwestern Mutual Wealth Management | 6.82 mm | $237.15 bn |
| Envestnet Asset Management | 6.32 mm | $219.81 bn |
| WFC Wells Fargo & Company | 5.40 mm | $187.70 bn |
| MS Morgan Stanley | 5.36 mm | $186.48 bn |
| Raymond James & Associates | 3.90 mm | $135.52 bn |
| Cetera Investment Advisers | 3.87 mm | $134.70 bn |
