Cap Group Dividend ValueCGDVETF
13F holders, Q1 2025 (March 31)495holders +35
66new positions
27sold out
4famous investors
$35.55avg. 13F price*
At the end of Q1 2025, 495 institutions reported holding Cap Group Dividend Value (CGDV) in their 13F filings, up 35 from Q4 2024. 66 opened new positions and 27 sold out. The largest holders were LPL Financial LLC ($1.0B), Capital International Investors ($845.3M) and Raymond James Financial Inc. ($618.5M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Dividend Value
- Filed as
- CAPITAL GROUP DIVIDEND VALUE (Q1 2025)
- CUSIP
- 14020W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $161.8M |
| Exits | 27 | $55.0M |
All 13F filers, Q4 2024 → Q1 2025: 55,692,536 shares bought and 3,922,200 shares sold, net +51,770,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 495 holders
| LPL Financial LLC | 0.41% | Add +34.0% | 29,452,035 | $1.0B |
| Capital International Investors | 0.17% | Add +0.8% | 23,718,506 | $845.3M |
| Raymond James Financial Inc. | 0.23% | Add +1.8% | 17,353,649 | $618.5M |
| Envestnet Asset Management Inc. | 0.17% | Add +36.6% | 15,207,625 | $542.0M |
| Northwestern Mutual Wealth Management Co. | 0.40% | Add +19.1% | 13,831,238 | $492.9M |
| Advance Capital Management, Inc. | 21.73% | Add +17.7% | 12,746,076 | $454.3M |
| Morgan Stanley | 0.03% | Add +35.9% | 11,386,405 | $405.8M |
| Bank of America Corp. | 0.03% | Add +26.6% | 10,707,963 | $381.6M |
| Wells Fargo & Company | 0.09% | Add +15.0% | 10,310,238 | $367.5M |
| Cetera Investment Advisers | 0.70% | Add +19.8% | 10,119,747 | $360.7M |
| Commonwealth Equity Services, LLC | 0.47% | Add +15.2% | 9,287,713 | $331.0M |
| Capital Group Private Client Services, Inc. | 2.86% | Add +11.6% | 8,222,276 | $293.0M |
| UBS Group AG | 0.05% | Add +6.8% | 6,412,402 | $228.5M |
| Osaic Holdings, Inc. | 0.46% | Add +21.3% | 5,793,791 | $206.5M |
| Cambridge Investment Research Advisors, Inc. | 0.60% | Add +12.9% | 5,005,523 | $178.4M |
| Confluence Wealth Services, Inc. | 10.86% | Add +8.1% | 5,091,069 | $172.3M |
| Royal Bank of Canada | 0.03% | Add +18.5% | 4,125,786 | $147.0M |
| MML Investors Services, LLC | 0.47% | Add +8.8% | 4,002,118 | $142.6M |
| Jones Financial Companies LLLP | 0.13% | Add +47.3% | 3,955,630 | $140.3M |
| Kestra Advisory Services, LLC | 0.64% | Reduce -0.4% | 3,683,059 | $131.3M |
| D.A. Davidson & Co. | 0.93% | Add +739.0% | 3,241,910 | $115.5M |
| Kestra Investment Management, LLC | 2.17% | Add +228.1% | 3,644,368 | $112.4M |
| Stifel Financial Corp. | 0.12% | Add +19.6% | 3,064,875 | $109.2M |
| HighTower Advisors, LLC | 0.12% | Add +378.6% | 2,493,381 | $88.9M |
| Bogart Wealth, LLC | 3.92% | Add +89.3% | 2,327,557 | $83.0M |
| WNY Asset Management, LLC | 9.06% | Reduce -0.2% | 2,137,481 | $76.2M |
| Janney Montgomery Scott LLC | 0.20% | Add +8.7% | 1,991,751 | $71.0M |
| Private Advisor Group, LLC | 0.42% | Add +31.4% | 1,946,593 | $69.4M |
| Johnson Bixby & Associates, LLC | 10.24% | Reduce -3.4% | 1,921,812 | $68.5M |
| Baird Financial Group, Inc. | 0.12% | Add +15.6% | 1,743,851 | $62.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +5.7% | 1,619,216 | $57.7M |
| NewEdge Advisors, LLC | 0.27% | Add +12.3% | 1,253,604 | $44.7M |
| Aptus Capital Advisors, LLC | 0.50% | Add +6.6% | 1,239,715 | $44.2M |
| &partners | 0.46% | Add +60.8% | 1,214,991 | $43.1M |
| Souders Financial Advisors | 6.01% | Add +23.1% | 1,208,802 | $43.1M |
| Bank of New York Mellon Corp | 0.01% | New | 1,193,756 | $42.5M |
| Truist Financial Corp. | 0.07% | Add +12.8% | 1,157,484 | $41.3M |
| Cwm, LLC | 0.16% | Add +116.5% | 1,130,886 | $40.3M |
| Mariner, LLC | 0.07% | Add +10.4% | 1,120,544 | $39.9M |
| Atria Wealth Solutions, Inc. | 0.46% | Add +23.7% | 1,057,501 | $37.8M |
| Integrated Wealth Concepts LLC | 0.44% | Add +9.7% | 1,055,561 | $37.6M |
| Guardian Wealth Advisors, LLC / NC | 2.89% | Add +5.3% | 1,013,152 | $36.1M |
| Prospera Financial Services Inc | 0.81% | Add +15.6% | 994,094 | $35.4M |
| Avantax Advisory Services, Inc. | 0.21% | Add +11.3% | 975,213 | $34.8M |
| Sei Investments Co. | 0.04% | Add +10.3% | 966,220 | $34.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.21% | Add +1.8% | 963,486 | $34.2M |
| Summit Investment Advisory Services, LLC | 16.27% | Add +1.1% | 931,088 | $33.2M |
| Continuum Advisory, LLC | 4.16% | Add +0.8% | 907,062 | $32.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.33% | Add +0.6% | 833,204 | $29.7M |
| Valmark Advisers, Inc. | 0.45% | Add +7.9% | 830,887 | $29.6M |
| Erickson Financial Group, LLC | 22.04% | Reduce -0.4% | 828,492 | $29.5M |
| Assetmark, Inc. | 0.08% | Add +5.0% | 796,188 | $28.4M |
| Captrust Financial Advisors | 0.07% | Add +21.9% | 752,976 | $26.8M |
| Benjamin Edwards Inc. | 0.37% | Add +16.8% | 748,101 | $26.7M |
| Jane Street Group, LLC | 0.05% | Add +51.9% | 734,962 | $26.2M |
| Sanctuary Advisors, LLC | 0.17% | Add +4.0% | 672,548 | $24.0M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +6.0% | 658,288 | $23.5M |
| Orion Portfolio Solutions, LLC | 0.23% | Add +6.0% | 658,288 | $23.5M |
| Vestmark Advisory Solutions, Inc. | 0.59% | Add +4.5% | 643,901 | $22.9M |
| Royal Harbor Partners, LLC | 8.73% | Add +39.0% | 632,187 | $22.5M |
| Axxcess Wealth Management, LLC | 0.61% | Add +0.3% | 628,083 | $22.4M |
| Midwest Heritage Bank, FSB | 9.21% | Add +22.8% | 627,338 | $22.4M |
| AA Financial Advisors, LLC | 5.44% | Add +140.4% | 626,013 | $22.3M |
| Avaii Wealth Management, LLC | 11.40% | New | 598,754 | $21.3M |
| Cary Street Partners Financial LLC | 0.67% | Reduce -0.1% | 593,442 | $21.2M |
| Strategic Blueprint, LLC | 1.13% | Add +15.4% | 581,157 | $20.7M |
| Susquehanna International Group, LLP | 0.03% | New | 580,516 | $20.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +3.8% | 578,459 | $20.6M |
| Procyon Advisors, LLC | 1.25% | Add +13.1% | 577,281 | $20.6M |
| Modern Wealth Management, LLC | 0.62% | Add +411.1% | 546,957 | $19.5M |
| Ergawealth Advisors, Inc. | 9.62% | Add +6.2% | 544,581 | $19.4M |
| Concurrent Investment Advisors, LLC | 0.47% | Add +35.3% | 538,457 | $19.2M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +9.2% | 536,487 | $19.1M |
| Focus Partners Wealth | 0.04% | Add +3.4% | 495,883 | $17.7M |
| Harbour Investments, Inc. | 0.50% | Add +18.1% | 494,286 | $17.6M |
| Wedbush Securities Inc. | 0.63% | Add +15.8% | 481,701 | $17.2M |
| WJ Wealth Management, LLC | 6.03% | Reduce -25.1% | 478,473 | $17.1M |
| Blair William & Co. | 0.05% | Add +7.0% | 471,068 | $16.8M |
| Silver Oak Securities, Incorporated | 1.54% | Add +6.0% | 462,425 | $16.4M |
| Challenger Wealth Management | 12.79% | Add +43.2% | 452,840 | $16.1M |
| Wood Tarver Financial Group, LLC | 5.07% | Add +8.2% | 436,985 | $15.6M |
| Creative Financial Designs Inc. | 1.14% | Add +12.1% | 400,995 | $14.3M |
| Ruggaard & Associates LLC | 6.21% | Add +1.4% | 397,750 | $14.2M |
| Forge Financial Services LLC | 12.46% | Reduce -1.4% | 395,775 | $14.1M |
| Fortress Private Ledger, LLC | 7.68% | Add +6.5% | 386,185 | $13.8M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +11.4% | 385,334 | $13.7M |
| CW Advisors, LLC | 0.16% | Add +6419.1% | 378,240 | $13.6M |
| Kropog Financial Group, LLC | 12.86% | Add +0.8% | 379,527 | $13.5M |
| Mason Investment Advisory Services, Inc. | 0.82% | Add +17.1% | 379,377 | $13.5M |
| St Germain D J Co. Inc. | 0.63% | Add +17.9% | 378,651 | $13.5M |
| IFP Advisors, Inc | 0.42% | Add +1516.6% | 378,090 | $13.5M |
| Western Wealth Management, LLC | 0.89% | Reduce -8.3% | 375,378 | $13.4M |
| Entruity Wealth, LLC | 12.60% | Add +0.4% | 374,995 | $13.4M |
| Beacon Financial Advisory LLC | 4.00% | Add +13.2% | 370,005 | $13.2M |
| Gutierrez Wealth Advisory, LLC | 10.63% | Add +5.2% | 367,579 | $13.1M |
| New England Private Wealth Advisors LLC | 1.97% | Add +9.9% | 358,314 | $12.8M |
| Ameritas Advisory Services, LLC | 0.50% | Add +8.2% | 346,308 | $12.3M |
| Kera Capital Partners, Inc. | 3.61% | Add +7.9% | 340,495 | $12.1M |
| Good Life Advisors, LLC | 0.83% | Add +0.8% | 331,623 | $11.8M |
| Swisher Financial Concepts, Inc. | 9.06% | Add +40.5% | 307,588 | $11.0M |
| Financial Advocates Investment Management | 0.77% | Add +47.9% | 305,619 | $10.9M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -1.8% | 302,402 | $10.8M |
| Fourpath Capital Management, LLC | 1.85% | Reduce -24.4% | 299,173 | $10.7M |
| Smith, Moore & Co. | 0.96% | Add +16.3% | 290,800 | $10.4M |
| Equitable Holdings, Inc. | 0.10% | Add +42.8% | 284,195 | $10.1M |
| Sigma Planning Corp | 0.31% | Reduce -3.9% | 271,474 | $9.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 4.07% | Add +12.1% | 268,616 | $9.6M |
| Acas, LLC | 7.27% | Add +9.8% | 271,549 | $9.5M |
| KPP Advisory Services LLC | 1.81% | Add +0.8% | 267,156 | $9.5M |
| Hartmann Taylor Wealth Management, LLC | 8.50% | — | 266,019 | $9.5M |
| Fsa Wealth Partners, Inc. | 3.54% | Reduce -55.3% | 262,822 | $9.4M |
| Great Valley Advisor Group, Inc. | 0.20% | Add +335.1% | 260,529 | $9.3M |
| Clearview Wealth Advisors LLC | 6.93% | Reduce -4.5% | 260,228 | $9.3M |
| Core Wealth Advisors, Inc. | 2.85% | New | 251,125 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.6% | 243,186 | $8.7M |
| Ridgeline Wealth Planning, LLC | 8.41% | Add +3.2% | 240,249 | $8.6M |
| First Heartland Consultants, Inc. | 0.88% | Add +318.6% | 240,137 | $8.6M |
| Kaizen Financial Strategies | 4.85% | Add +121.4% | 234,686 | $8.4M |
| Nations Financial Group Inc, /Ia/ | 0.64% | Add +4.7% | 233,606 | $8.3M |
| Merit Financial Group, LLC | 0.12% | Reduce -43.3% | 227,761 | $8.1M |
| Tempus Wealth Planning, LLC | 2.40% | Add +27.1% | 225,687 | $8.0M |
| Principal Securities, Inc. | 0.18% | No change | 227,348 | $8.0M |
| Beta Wealth Group, Inc. | 2.88% | New | 224,686 | $8.0M |
| Marshall Wace, LLP | 0.01% | New | 220,012 | $7.8M |
| Essex Financial Services, Inc. | 0.56% | Add +13.9% | 219,823 | $7.8M |
| StoneX Group Inc. | 0.43% | New | 218,303 | $7.8M |
| Visionary Wealth Advisors | 0.47% | Add +1.2% | 217,859 | $7.8M |
| Ball & Co Wealth Management Inc. | 8.25% | Reduce -24.6% | 216,052 | $7.7M |
| RFG Advisory, LLC | 0.20% | Add +607.5% | 211,576 | $7.5M |
| Signature Estate & Investment Advisors LLC | 0.20% | Add +0.8% | 210,594 | $7.5M |
| Mission Wealth Management, LP | 0.19% | New | 207,417 | $7.4M |
| CFS Investment Advisory Services, LLC | 0.65% | Reduce -5.4% | 206,383 | $7.4M |
| AdvisorNet Financial, Inc | 0.55% | Add +21.3% | 206,095 | $7.3M |
| IMG Wealth Management, Inc. | 6.59% | Add +5.6% | 205,992 | $7.3M |
| BetterWealth, LLC | 2.04% | Add +11.1% | 203,761 | $7.3M |
| Smith Thornton Advisors LLC | 4.51% | Add +70.8% | 203,350 | $7.2M |
| Greenbush Financial Group, LLC | 3.60% | Add +15.6% | 203,220 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.6% | 201,721 | $7.2M |
| IAM Advisory, LLC | 1.84% | Add +1.4% | 199,237 | $7.1M |
| Fermata Advisors, LLC | 1.26% | Add +0.8% | 196,053 | $7.0M |
| Menora Mivtachim Holdings LTD. | 0.05% | New | 194,991 | $6.9M |
| Delta Financial Group, Inc. | 1.57% | Add +11.6% | 188,067 | $6.9M |
| Sovran Advisors, LLC | 0.88% | Add +27.5% | 202,074 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +3.0% | 185,859 | $6.6M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +3.5% | 178,238 | $6.4M |
| GTS Securities LLC | 0.27% | Add +793.1% | 177,711 | $6.3M |
| Seamount Financial Group Inc. | 4.29% | Add +7.0% | 176,663 | $6.3M |
| Mutual Advisors, LLC | 0.18% | Add +105.5% | 177,053 | $6.1M |
| Code Waechter LLC | 4.89% | Add +9.8% | 166,774 | $5.9M |
| Founders Financial Securities LLC | 0.50% | Add +36.1% | 170,478 | $5.9M |
| Olistico Wealth, LLC | 3.61% | Add +11.3% | 164,029 | $5.8M |
| Koshinski Asset Management, Inc. | 0.49% | Add +17.3% | 160,800 | $5.7M |
| Tudor Investment Corporation | 0.05% | Add +179.2% | 159,035 | $5.7M |
| World Investment Advisors | 0.14% | Add +38.4% | 152,649 | $5.4M |
| Sittner & Nelson, LLC | 2.31% | Add +6.6% | 151,936 | $5.4M |
| Novem Group | 0.76% | Add +34.9% | 150,855 | $5.4M |
| Synergy Investment Management, LLC | 2.20% | Add +14.7% | 148,127 | $5.3M |
| Thoroughbred Financial Services, LLC | 0.33% | Add +70.0% | 147,273 | $5.2M |
| LongView Wealth Management | 1.55% | Add +2.1% | 144,682 | $5.2M |
| Old Mission Capital LLC | 0.10% | Reduce -60.9% | 143,643 | $5.1M |
| Trinity Wealth Management, LLC | 2.33% | Add +3.2% | 143,335 | $5.1M |
| Allworth Financial LP | 0.03% | Add +1.8% | 147,108 | $5.1M |
| Mgo One Seven LLC | 0.19% | Reduce -4.0% | 140,624 | $5.0M |
| Advisory Services Network, LLC | 0.10% | Reduce -70.3% | 140,021 | $5.0M |
| Choreo, LLC | 0.08% | Reduce -1.7% | 138,020 | $4.9M |
| VestGen Advisors, LLC | 0.22% | — | 136,017 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +1063.7% | 135,032 | $4.8M |
| PFG Advisors | 0.27% | Add +39.1% | 134,704 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | New | 133,834 | $4.8M |
| Balentine LLC | 0.20% | Add +128.1% | 131,411 | $4.7M |
| Rothschild Investment LLC | 0.31% | Add +20.4% | 129,584 | $4.6M |
| Smartleaf Asset Management LLC | 0.44% | Add +65.2% | 128,788 | $4.6M |
| Betterment LLC | 0.01% | Add +4.6% | 127,206 | $4.5M |
| Onyx Bridge Wealth Group LLC | 0.64% | Add +117.0% | 125,825 | $4.5M |
| KWB Wealth | 0.54% | Add +386.8% | 126,424 | $4.5M |
| Lodestone Wealth Management LLC | 2.26% | Add +2.5% | 119,364 | $4.3M |
| M.E. Allison & Co., Inc. | 4.04% | Add +6.5% | 114,735 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.5% | 114,386 | $4.1M |
| Waterloo Capital, L.P. | 0.38% | Add +0.5% | 114,012 | $4.1M |
| BlueChip Wealth Advisors LLC | 2.00% | New | 114,009 | $4.1M |
| Smallwood Wealth Investment Management, LLC | 2.51% | Add +3.2% | 111,640 | $4.0M |
| Magnus Financial Group LLC | 0.39% | Add +28.2% | 111,204 | $4.0M |
| Marshall Investment Management, LLC | 2.36% | New | 106,562 | $3.8M |
| Cooper Financial Group | 0.50% | Add +3.3% | 106,438 | $3.8M |
| US Bancorp \de | 0.01% | Add +103.2% | 105,023 | $3.7M |
| Bill Few Associates, Inc. | 1.30% | Add +6.4% | 102,163 | $3.6M |
| BlackDiamond Wealth Management, LLC | 2.46% | Add +23.9% | 102,500 | $3.6M |
| Clear Creek Financial Management, LLC | 0.37% | Add +16.1% | 100,496 | $3.6M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -0.8% | 99,819 | $3.6M |
| Convergence Financial, LLC | 0.70% | Add +360.7% | 99,510 | $3.5M |
| Secure Asset Management, LLC | 0.70% | Add +67.8% | 97,029 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.26% | Add +7.2% | 95,898 | $3.4M |
| Affiance Financial, LLC | 0.80% | Add +3.8% | 95,880 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +16.2% | 94,229 | $3.4M |
| Milestone Investment Advisors LLC | 0.92% | Add +35.2% | 93,008 | $3.3M |
| Richmond Investment Services, LLC | 1.77% | Reduce -19.6% | 91,620 | $3.3M |
| Hunter Associates Investment Management LLC | 0.50% | Add +380.6% | 91,598 | $3.3M |
| Aurdan Capital Management, LLC | 1.22% | Add +136.1% | 90,884 | $3.2M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +28.0% | 88,739 | $3.2M |
| Sunbelt Securities, Inc. | 0.28% | Reduce -3.0% | 88,555 | $3.2M |
| CLG LLC | 1.08% | Reduce -32.5% | 87,581 | $3.1M |
| Brookstone Capital Management | 0.04% | Add +9.8% | 87,317 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Add +10.9% | 87,104 | $3.1M |
| Spire Wealth Management | 0.10% | Add +6.1% | 86,592 | $3.1M |
| Transform Wealth, LLC | 0.19% | Reduce -10.7% | 85,858 | $3.1M |
| Aspire Growth Partners LLC | 2.70% | Add +43.6% | 86,071 | $3.0M |
| Independent Financial Group, LLC | 0.10% | Add +16.9% | 83,452 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Add +12.8% | 82,667 | $2.9M |
| Lodestar Private Asset Management LLC | 0.36% | Add +0.4% | 81,168 | $2.9M |
| Fearless Solutions, LLC dba Best Invest | 2.24% | Add +13.9% | 80,919 | $2.9M |
| Barnes Pettey Financial Advisors, LLC | 2.24% | Reduce -0.2% | 80,807 | $2.9M |
| Everpar Advisors LLC | 1.50% | Add +19.9% | 79,511 | $2.8M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -3.4% | 79,100 | $2.8M |
| Integrity Alliance, Llc. | 0.11% | Add +325.2% | 78,317 | $2.8M |
| SOL Capital Management CO | 0.30% | Add +32.1% | 75,872 | $2.7M |
| IHT Wealth Management, LLC | 0.08% | Add +5.0% | 75,463 | $2.7M |
| Uptick Partners, LLC | 0.90% | Reduce -3.2% | 74,315 | $2.6M |
| Carson Advisory Inc. | 1.77% | Add +15.8% | 73,675 | $2.6M |
| Silverlake Wealth Management LLC | 0.98% | Add +2.8% | 71,820 | $2.6M |
| Flputnam Investment Management Co. | 0.05% | Reduce -3.1% | 71,789 | $2.6M |
| Ashton Thomas Securities, LLC | 0.71% | No change | 71,634 | $2.6M |
| A&I Financial Services, LLC | 1.71% | Reduce -0.7% | 70,779 | $2.5M |
| KMG Fiduciary Partners, LLC | 0.21% | Reduce -0.8% | 69,600 | $2.5M |
| Transcendent Capital Group LLC | 1.38% | Add +9.3% | 69,020 | $2.5M |
| Endeavor Private Wealth, Inc. | 1.32% | Add +22.2% | 68,113 | $2.4M |
| Kuhn & Co Investment Counsel | 2.03% | Add +11.3% | 67,677 | $2.4M |
| Carolinas Wealth Consulting LLC | 0.51% | Reduce -3.0% | 66,406 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +13.5% | 65,902 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +26.5% | 65,873 | $2.3M |
| Certior Financial Group, LLC | 1.93% | Add +6.3% | 65,716 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +135.0% | 65,299 | $2.3M |
| Cozad Asset Management Inc. | 0.23% | Add +17.3% | 65,238 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +1.7% | 65,205 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +51.5% | 64,096 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +18.3% | 62,825 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +28.5% | 61,787 | $2.2M |
| Lanark Financial, Inc. | 0.19% | — | 61,482 | $2.2M |
| New England Capital Financial Advisors LLC | 1.08% | Add +28.2% | 59,765 | $2.1M |
| GWN Securities Inc. | 0.12% | Add +109.4% | 59,099 | $2.1M |
| Centaurus Financial, Inc. | 0.13% | Add +180.8% | 58,760 | $2.1M |
| WealthCare Investment Partners, LLC | 0.88% | Add +21.3% | 63,408 | $2.1M |
| Main Line Retirement Advisors, LLC | 1.35% | Add +2.1% | 58,314 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +21.3% | 58,112 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.30% | Add +1.1% | 57,742 | $2.1M |
| First Pacific Financial | 0.42% | Add +27.4% | 57,501 | $2.0M |
| Latitude Advisors, LLC | 1.19% | Add +20.7% | 57,358 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +2.4% | 55,756 | $2.0M |
| Atlas Legacy Advisors, LLC | 0.50% | Reduce -81.2% | 54,061 | $2.0M |
| Jacobi Capital Management LLC | 0.14% | Add +43.6% | 54,221 | $1.9M |
| StrongBox Wealth, LLC | 0.80% | New | 53,530 | $1.9M |
| Orca Wealth Management, LLC | 1.70% | Reduce -0.8% | 53,363 | $1.9M |
| Accel Wealth Management | 0.68% | Add +27.0% | 52,612 | $1.9M |
| Fortis Group Advisors, LLC | 0.36% | Add +47.2% | 52,300 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -2.2% | 52,204 | $1.9M |
| Stonebridge Financial Group, LLC | 0.19% | Add +79.6% | 51,398 | $1.8M |
| Gries Financial LLC | 0.35% | Add +0.3% | 51,307 | $1.8M |
| OneAscent Financial Services LLC | 0.12% | Add +3.6% | 50,788 | $1.8M |
| Riverview Capital Advisers, LLC | 0.57% | Add +74.9% | 50,503 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Add +0.9% | 49,239 | $1.8M |
| Kintra Wealth, LLC | 1.16% | Add +29.7% | 48,345 | $1.7M |
| Owen LaRue, LLC | 0.85% | Reduce -2.2% | 47,842 | $1.7M |
| Curtis Advisory Group, LLC | 0.49% | New | 47,036 | $1.7M |
| Realta Investment Advisors | 0.76% | Add +16.3% | 47,006 | $1.7M |
| MRWM Advisors, LLC | 1.16% | Reduce -41.8% | 46,645 | $1.7M |
| SteelPeak Wealth, LLC | 0.07% | Add +20.0% | 45,863 | $1.6M |
| Clear Point Advisors Inc. | 1.40% | Reduce -1.2% | 43,643 | $1.6M |
| Geneos Wealth Management Inc. | 0.05% | Add +417.4% | 43,561 | $1.6M |
| Financial Council, LLC | 0.83% | Add +18.6% | 43,279 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.21% | Reduce -3.4% | 42,913 | $1.5M |
| FinDec Wealth Services, Inc. | 1.51% | Reduce -88.6% | 42,799 | $1.5M |
| Simplicity Wealth,LLC | 0.12% | New | 42,294 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Add +45.3% | 42,156 | $1.5M |
| Lantz Financial LLC | 0.41% | Add +3.0% | 42,139 | $1.5M |
| Woodmont Investment Counsel LLC | 0.11% | Add +20.9% | 41,307 | $1.5M |
| Pines Wealth Management, LLC | 0.68% | Add +6.2% | 45,796 | $1.5M |
| Capital Planning LLC | 0.41% | Reduce -2.5% | 40,632 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +42.3% | 39,977 | $1.4M |
| CJM Wealth Advisers, Ltd. | 0.50% | Add +182.3% | 39,488 | $1.4M |
| Northwest Financial Advisors | 1.17% | Add +12.7% | 39,475 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +49.3% | 39,130 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +15.8% | 38,917 | $1.4M |
| WESPAC Advisors, LLC | 1.09% | Reduce -1.7% | 37,370 | $1.3M |
| Premier Path Wealth Partners, LLC | 0.21% | Reduce -4.5% | 37,352 | $1.3M |
| Fullcircle Wealth LLC | 0.54% | New | 37,494 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.11% | Reduce -3.6% | 35,501 | $1.3M |
| Oak Hill Wealth Advisors, LLC | 0.29% | Add +25.1% | 34,600 | $1.2M |
| Professional Financial Advisors, LLC | 0.30% | Add +0.1% | 32,926 | $1.2M |
| Lynch & Associates | 0.25% | Add +111.6% | 32,474 | $1.2M |
| Belpointe Asset Management LLC | 0.06% | Add +7.2% | 31,637 | $1.1M |
| CPA Asset Management Group, LLC | 0.47% | Add +62.5% | 30,142 | $1.1M |
| Creative Planning | 0.00% | Reduce -6.2% | 30,070 | $1.1M |
| Trueblood Wealth Management, LLC | 0.49% | Add +51.4% | 29,625 | $1.1M |
| MSH Capital Advisors LLC | 0.31% | Add +1.4% | 28,152 | $1.0M |
| Tradition Wealth Management, LLC | 0.09% | Add +3.3% | 27,974 | $997K |
| Total Clarity Wealth Management, Inc. | 0.31% | No change | 26,501 | $934K |
| Calton & Associates, Inc. | 0.21% | Add +128.8% | 26,103 | $930K |
| Medallion Wealth Advisors, LLC | 0.42% | Add +45.2% | 25,944 | $927K |
| Mascagni Wealth Management, Inc. | 0.89% | No change | 25,236 | $899K |
| International Assets Investment Management, LLC | 0.08% | Add +39.7% | 25,159 | $897K |
| CWS Financial Advisors, LLC | 0.28% | Add +6.0% | 25,038 | $892K |
| KOM Wealth Management Group, LLC | 0.77% | Add +14.5% | 24,813 | $884K |
| Barrett & Company, Inc. | 0.37% | Add +4.3% | 24,380 | $869K |
| Goldstone Financial Group, LLC | 0.13% | Add +8.0% | 24,210 | $863K |
| Kovack Advisors, Inc. | 0.09% | Add +11.6% | 24,042 | $857K |
| Comerica Bank | 0.00% | Reduce -4.9% | 23,439 | $835K |
| Elm3 Financial Group, LLC | 0.72% | Add +8.6% | 22,988 | $819K |
| Cannon Wealth Management Services, LLC | 0.73% | Reduce -5.6% | 23,096 | $818K |
| Bridgewealth Advisory Group, LLC | 1.06% | Add +7.7% | 22,656 | $807K |
| Burford Brothers, Inc. | 0.38% | Add +7.0% | 22,214 | $792K |
| Summit Global Investments | 0.06% | Add +12.0% | 22,154 | $790K |
| Gateway Wealth Partners, LLC | 0.18% | Add +54.8% | 21,888 | $780K |
| Magnolia Capital Advisors LLC | 0.21% | Add +21.6% | 21,718 | $774K |
| ORBA Wealth Advisors, L.L.C. | 0.39% | No change | 21,650 | $772K |
| Tyler-Stone Wealth Management | 0.14% | Add +12.4% | 21,649 | $772K |
| CapWealth Advisors, LLC | 0.08% | Reduce -0.2% | 21,627 | $771K |
| Keystone Financial Group | 0.08% | Add +17.6% | 21,551 | $768K |
| Banque Pictet & Cie SA | 0.01% | No change | 21,469 | $765K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +2.0% | 21,024 | $749K |
| John W. Brooker & Co., CPAs | 0.31% | Add +46.5% | 21,017 | $749K |
| Townsquare Capital LLC | 0.01% | Add +6.1% | 20,785 | $741K |
| D. E. Shaw & Co. | 0.00% | New | 20,657 | $736K |
| Private Trust Co. NA | 0.07% | Reduce -4.9% | 20,041 | $714K |
| Rather & Kittrell, Inc. | 0.15% | Add +10.2% | 19,825 | $707K |
| Harbor Investment Advisory, LLC | 0.07% | Add +11.2% | 19,800 | $706K |
| Continental Investors Services, Inc. | 1.40% | Reduce -12.0% | 19,764 | $704K |
| Diversify Wealth Management, LLC | 0.05% | New | 20,176 | $704K |
| WCG Wealth Advisors LLC | 0.05% | Add +24.2% | 19,006 | $677K |
| Nautilus Advisors LLC | 0.55% | Add +7.4% | 18,796 | $670K |
| Mayflower Financial Advisors, LLC | 0.10% | Add +28.4% | 18,466 | $658K |
| Brown Advisory Inc. | 0.00% | Add +153.4% | 18,152 | $647K |
| Bank of Montreal | 0.00% | No change | 18,147 | $647K |
| Wealthcare Capital Management LLC | 0.06% | Add +10.6% | 17,614 | $628K |
| Core Wealth Partners LLC | 0.36% | Add +16.3% | 17,535 | $625K |
| Ascent Group, LLC | 0.03% | Add +6.8% | 17,117 | $610K |
| Brendel Financial Advisors LLC | 0.37% | Reduce -8.2% | 17,046 | $608K |
| Stablepoint Partners, LLC | 0.11% | New | 17,031 | $607K |
| Beam Wealth Advisors, Inc. | 0.20% | Reduce -1.0% | 16,722 | $596K |
| Norden Group LLC | 0.07% | No change | 16,555 | $590K |
| National Wealth Management Group, LLC | 0.39% | Add +0.5% | 16,440 | $586K |
| Investment Advisory Services Inc. /TX | 0.21% | Add +23.4% | 16,264 | $580K |
| VestGen Investment Management | 0.43% | Add +2.8% | 16,178 | $577K |
| Ameriprise Financial Inc. | 0.00% | Reduce -35.9% | 15,817 | $564K |
| Titleist Asset Management, LLC | 0.07% | No change | 15,776 | $562K |
| Lincoln Capital LLC | 0.12% | Add +3.1% | 16,863 | $562K |
| Leigh Baldwin & Co., LLC | 0.45% | Add +49.6% | 15,721 | $560K |
| Meridian Wealth Management, LLC | 0.03% | No change | 14,495 | $517K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +110.8% | 14,333 | $511K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.4% | 14,304 | $510K |
| Southland Equity Partners LLC | 0.12% | Add +80.6% | 14,269 | $509K |
| Trilogy Capital Inc. | 0.03% | Reduce -37.5% | 14,211 | $506K |
| Roehl & Yi Investment Advisors, LLC | 0.27% | New | 18,982 | $503K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Add +5.2% | 14,770 | $497K |
| Stephens Inc. | 0.01% | Add +98.0% | 13,857 | $494K |
| Victory Financial Group, LLC | 0.09% | Add +31.2% | 13,815 | $493K |
| AE Wealth Management LLC | 0.00% | New | 13,773 | $491K |
| Snowden Capital Advisors LLC | 0.02% | Add +14.5% | 13,588 | $486K |
| AlphaCore Capital LLC | 0.04% | New | 13,379 | $478K |
| Berger Financial Group, Inc | 0.03% | Add +21.4% | 13,417 | $478K |
| Turning Point Benefit Group, Inc. | 0.45% | Add +96.3% | 14,817 | $477K |
| McNamara Financial Services, Inc. | 0.10% | New | 13,120 | $468K |
| McIlrath & Eck, LLC | 0.06% | Reduce -0.9% | 12,738 | $454K |
| Intrua Financial, LLC | 0.07% | Add +78.8% | 12,440 | $443K |
| Anchor Investment Management, LLC | 0.04% | No change | 12,435 | $443K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +48.5% | 12,350 | $440K |
| Signature Wealth Management Group | 0.17% | Add +5.8% | 12,226 | $436K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -60.6% | 12,050 | $429K |
| NWF Advisory Services Inc. | 0.06% | Add +5.5% | 11,824 | $421K |
| Cushing Capital Partners, LLC | 0.38% | Add +0.0% | 11,698 | $418K |
| Strategic Investment Solutions, Inc. | 0.12% | Add +0.3% | 11,687 | $417K |
| PCG Wealth Advisors, LLC | 0.14% | New | 11,405 | $406K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +0.3% | 11,273 | $403K |
| HB Wealth Management, LLC | 0.00% | No change | 11,218 | $400K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,156 | $398K |
| XTX Topco Ltd | 0.02% | New | 11,074 | $395K |
| Mission Financial Group, LLC | 0.36% | — | 9,250 | $394K |
| Moneco Advisors, LLC | 0.04% | Add +7.5% | 10,808 | $385K |
| Saxony Capital Management, LLC | 0.33% | Add +1.4% | 10,648 | $379K |
| Wealthcare Capital Partners, LLC | 0.19% | New | 10,541 | $376K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -3.9% | 10,442 | $372K |
| Warner Financial, Inc. | 0.16% | Add +3.4% | 10,242 | $365K |
| Advisors Capital Management, LLC | 0.01% | No change | 10,081 | $359K |
| Venture Visionary Partners LLC | 0.01% | Add +50.9% | 10,022 | $357K |
| HBW Advisory Services LLC | 0.05% | New | 10,022 | $357K |
| Obsidian Personal Planning Solutions LLC | 0.16% | No change | 10,175 | $356K |
| Apollon Wealth Management, LLC | 0.01% | New | 9,861 | $351K |
| Wealthgarden F.S. LLC | 0.34% | Reduce -0.0% | 9,830 | $350K |
| Westside Investment Management, Inc. | 0.07% | Add +151.7% | 9,815 | $350K |
| Brookwood Investment Group LLC | 0.06% | — | 9,789 | $349K |
| Faithward Advisors, LLC | 0.06% | Add +0.9% | 9,738 | $347K |
| Envision Financial Planning, LLC | 0.18% | No change | 9,669 | $345K |
| Prospect Financial Services LLC | 0.19% | Add +21.6% | 9,633 | $343K |
| Francis Financial, Inc. | 0.08% | No change | 9,486 | $338K |
| High Falls Advisors, Inc | 0.08% | Add +9.9% | 9,430 | $336K |
| Rothschild Wealth LLC | 0.09% | New | 9,327 | $332K |
| Farther Finance Advisors, LLC | 0.01% | Add +473.3% | 9,224 | $330K |
| Ameriflex Group, Inc. | 0.13% | Add +42.1% | 9,194 | $328K |
| RiverFront Investment Group, LLC | 0.01% | No change | 9,050 | $323K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +56.1% | 9,034 | $322K |
| tru Independence LLC | 0.10% | No change | 8,810 | $314K |
| Compass Ion Advisors, LLC | 0.04% | Add +0.2% | 8,663 | $309K |
| United Advisor Group, LLC | 0.06% | Add +11.3% | 8,602 | $307K |
| World Equity Group, Inc. | 0.09% | Add +14.7% | 8,598 | $306K |
| CVFG LLC | 0.27% | New | 8,462 | $302K |
| Whipplewood Advisors, LLC | 0.18% | Add +18.9% | 8,752 | $302K |
| HFG Advisors, Inc. | 0.25% | No change | 8,340 | $297K |
| Walkner Condon Financial Advisors LLC | 0.06% | No change | 8,300 | $296K |
| Lion Street Advisors, LLC | 0.09% | Reduce -5.5% | 8,225 | $293K |
| Gimbal Financial | 0.26% | No change | 8,218 | $293K |
| Richards, Merrill & Peterson, Inc. | 0.15% | Add +27.6% | 8,000 | $285K |
| Bruce G. Allen Investments, LLC | 0.22% | Reduce -0.4% | 7,928 | $283K |
| Strategic Financial Concepts, LLC | 0.05% | Add +8.4% | 7,924 | $282K |
| Financial Perspectives, Inc | 0.10% | Reduce -15.7% | 7,878 | $281K |
| Arax Advisory Partners | 0.02% | Add +78.5% | 7,652 | $273K |
| Brown Miller Wealth Management, LLC | 0.09% | No change | 7,643 | $272K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.9% | 7,629 | $272K |
| Beacon Financial Group | 0.03% | Add +3.4% | 7,558 | $269K |
| Valley National Advisers Inc. | 0.05% | Add +42.0% | 7,581 | $269K |
| NavPoint Financial, Inc. | 0.19% | New | 7,530 | $268K |
| Avant Capital LLC | 0.22% | Add +6.7% | 7,526 | $268K |
| Investment Advisory Group, LLC | 0.09% | New | 7,483 | $267K |
| 180 Wealth Advisors, LLC | 0.04% | Add +5.3% | 7,348 | $263K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +23.0% | 7,352 | $262K |
| Weatherly Asset Management L. P. | 0.02% | Reduce -11.5% | 7,274 | $259K |
| Vicus Capital | 0.02% | New | 7,232 | $258K |
| Carnegie Lake Advisors LLC | 0.10% | Add +15.5% | 7,092 | $253K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,829 | $243K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 6,719 | $239K |
| New Century Financial Group, LLC | 0.28% | Reduce -41.1% | 6,684 | $238K |
| AQR Capital Management | 0.00% | New | 6,621 | $236K |
| Worth Asset Management, LLC | 0.13% | New | 6,595 | $235K |
| Private Client Services, LLC | 0.12% | No change | 6,555 | $234K |
| Fifth Third Securities, Inc. | 0.02% | New | 6,495 | $231K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 6,468 | $231K |
| Larson Financial Group LLC | 0.01% | Add +3.3% | 6,376 | $227K |
| Sapient Capital LLC | 0.00% | New | 6,351 | $227K |
| Creekside Partners | 0.12% | New | 6,257 | $223K |
| Level Four Advisory Services, LLC | 0.01% | New | 6,214 | $221K |
| KMT Wealth Management, LLC | 0.15% | New | 6,187 | $221K |
| Donaldson Capital Management, LLC | 0.01% | New | 6,127 | $218K |
| QTR Family Wealth, LLC | 0.16% | — | 6,062 | $216K |
| Harmony Asset Management LLC | 0.09% | No change | 6,038 | $215K |
| Florida Financial Advisors, LLC | 0.08% | New | 6,008 | $214K |
| Advisor Resource Council | 0.02% | New | 5,815 | $207K |
| CarsonAllaria Wealth Management, Ltd. | 0.12% | No change | 5,653 | $201K |
| Cim, LLC | 0.03% | Reduce -11.0% | 5,623 | $200K |
| Bessemer Group Inc. | 0.00% | No change | 4,734 | $169K |
| First Horizon Advisors, Inc. | 0.00% | No change | 4,625 | $165K |
| Bokf, NA | 0.00% | New | 3,821 | $136K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.9% | 3,713 | $132K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,650 | $130K |
| Mather Group, Llc. | 0.00% | No change | 3,464 | $123K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,128 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | Add +93.0% | 3,010 | $107K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | No change | 2,787 | $99K |
| Winch Advisory Services, LLC | 0.03% | No change | 2,782 | $99K |
| Capital A Wealth Management, LLC | 0.10% | Reduce -65.3% | 2,605 | $93K |
| Operose Advisors LLC | 0.03% | No change | 2,550 | $91K |
| Citadel Advisors | 0.00% | Reduce -92.5% | 2,488 | $89K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | New | 2,330 | $83K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | New | 1,725 | $61K |
| CX Institutional | 0.00% | New | 1,631 | $58K |
| Eq Wealth Advisors, LLC | 0.04% | New | 1,579 | $56K |
| Arvest Investments, Inc. | 0.01% | No change | 1,550 | $55K |
| Blue Trust, Inc. | 0.00% | No change | 1,200 | $43K |
| Investors Research Corp | 0.01% | No change | 1,182 | $42K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 1,113 | $40K |
| ORG Partners LLC | 0.01% | Add +100.4% | 1,102 | $39K |
| Fifth Third Bancorp | 0.00% | New | 1,050 | $37K |
| Capital Analysts, LLC | 0.00% | New | 835 | $30K |
| Trust Co | 0.00% | No change | 824 | $29K |
| Archer Investment Corp | 0.01% | No change | 781 | $28K |
| Hughes Financial Services, LLC | 0.01% | New | 774 | $28K |
| MAI Capital Management | 0.00% | No change | 770 | $27K |
| Bay Harbor Wealth Management, LLC | 0.01% | New | 740 | $26K |
| Financial Connections Group, Inc. | 0.01% | No change | 690 | $24K |
| CoreCap Advisors, LLC | 0.00% | Add +102.7% | 667 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 725 | $23K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 560 | $20K |
| Hanson & Doremus Investment Management | 0.00% | New | 439 | $16K |
| JDM Financial Group LLC | 0.01% | No change | 424 | $15K |
| Rossby Financial, LCC | 0.01% | New | 419 | $15K |
| Headlands Technologies LLC | 0.00% | Add +3310.0% | 341 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 305 | $11K |
| BankPlus Trust Department | 0.00% | New | 300 | $11K |
| Coldstream Capital Management Inc. | 0.00% | New | 290 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 256 | $9K |
| Y.D. More Investments Ltd | 0.00% | New | 240 | $9K |
| Simplex Trading, LLC | 0.00% | Add +310.7% | 230 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 105 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 90 | $3K |
| Roble, Belko & Company, Inc | 0.00% | Add +5.7% | 74 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 51 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 41 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3 | $107 |
"% of holder's portfolio" is CGDV's weight in each manager's 13F, not the share of Cap Group Dividend Value the manager owns.