Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CORE BOND ETF
-
Total 13F shares
-
5,008,335
-
Share change
-
+1,220,468
-
Total reported value
-
$130,186,654
-
Price per share
-
$25.99
-
Number of holders
-
45
-
Value change
-
+$31,693,380
-
Number of buys
-
37
-
Number of sells
-
9
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF (CGCB) as of Q1 2024
As of 31 Mar 2024,
CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF (CGCB) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,008,335 shares.
The largest 10 holders included
Valmark Advisers, Inc., MORGAN STANLEY, Capital International Investors, STEPHENS INC /AR/, Royal Bank of Canada, OSAIC HOLDINGS, INC., MML INVESTORS SERVICES, LLC, STIFEL FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, and Ancora Advisors LLC.
This page lists
45
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.