Cap Group Growth EquityCGGRETF
13F holders, Q2 2025 (June 30)492holders +41
57new positions
23sold out
4famous investors
$40.65avg. 13F price*
At the end of Q2 2025, 492 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 41 from Q1 2025. 57 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($1.2B), Capital Group Private Client Services, Inc. ($904.9M) and Commonwealth Equity Services, LLC ($505.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q2 2025)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $91.2M |
| Exits | 23 | $23.9M |
All 13F filers, Q1 2025 → Q2 2025: 34,243,552 shares bought and 5,521,824 shares sold, net +28,721,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 492 holders
| LPL Financial LLC | 0.41% | Add +31.6% | 30,043,695 | $1.2B |
| Capital Group Private Client Services, Inc. | 7.84% | Add +2.0% | 22,261,894 | $904.9M |
| Commonwealth Equity Services, LLC | 0.67% | Add +6.5% | 12,435,851 | $505.5M |
| Morgan Stanley | 0.03% | Add +24.4% | 11,867,415 | $482.4M |
| Bank of America Corp. | 0.04% | Add +0.6% | 11,478,224 | $466.6M |
| Envestnet Asset Management Inc. | 0.12% | Add +29.0% | 10,446,012 | $424.6M |
| Northwestern Mutual Wealth Management Co. | 0.31% | Add +14.7% | 10,407,693 | $423.1M |
| Raymond James Financial Inc. | 0.12% | Add +8.8% | 8,464,909 | $344.1M |
| Wells Fargo & Company | 0.07% | Add +5.2% | 8,240,751 | $335.0M |
| Cetera Investment Advisers | 0.43% | Add +25.2% | 6,196,806 | $251.9M |
| Osaic Holdings, Inc. | 0.36% | Add +17.8% | 4,919,729 | $199.8M |
| Jones Financial Companies LLLP | 0.14% | Add +38.2% | 4,591,124 | $185.7M |
| Royal Bank of Canada | 0.04% | Add +21.2% | 4,450,735 | $180.9M |
| UBS Group AG | 0.03% | Add +12.8% | 4,061,328 | $165.1M |
| MML Investors Services, LLC | 0.38% | Add +16.5% | 3,262,607 | $132.6M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Add +17.8% | 3,237,945 | $131.6M |
| Signature Estate & Investment Advisors LLC | 2.62% | Add +7.7% | 2,795,286 | $113.6M |
| Financial Security Advisor, Inc. | 19.81% | Add +3.3% | 2,116,092 | $86.0M |
| Kestra Advisory Services, LLC | 0.41% | Add +13.8% | 2,079,960 | $84.6M |
| WNY Asset Management, LLC | 9.27% | Add +1.2% | 2,070,237 | $84.2M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.2% | 2,032,202 | $83.0M |
| Baird Financial Group, Inc. | 0.13% | Add +21.7% | 1,789,782 | $72.8M |
| Private Advisor Group, LLC | 0.39% | Add +19.5% | 1,789,017 | $72.7M |
| Cwm, LLC | 0.26% | Add +10.1% | 1,782,638 | $72.5M |
| Stifel Financial Corp. | 0.06% | Add +9.3% | 1,622,271 | $65.9M |
| Kestra Investment Management, LLC | 1.81% | Reduce -58.8% | 1,469,931 | $59.8M |
| New England Capital Financial Advisors LLC | 26.84% | Add +1.5% | 1,442,572 | $58.6M |
| Johnson Bixby & Associates, LLC | 7.39% | Add +1.8% | 1,324,486 | $53.8M |
| &partners | 0.41% | Add +27.7% | 1,303,527 | $53.0M |
| NewEdge Advisors, LLC | 0.26% | Reduce -10.9% | 1,220,320 | $49.6M |
| Captrust Financial Advisors | 0.11% | Add +16.8% | 1,209,719 | $49.2M |
| Janney Montgomery Scott LLC | 0.13% | Add +30.0% | 1,196,678 | $48.6M |
| Sei Investments Co. | 0.05% | Add +19.5% | 1,163,011 | $47.3M |
| Great Valley Advisor Group, Inc. | 0.98% | Add +1086.2% | 1,093,942 | $44.5M |
| Prospera Financial Services Inc | 0.81% | Add +8.6% | 1,074,317 | $43.7M |
| Adamsbrown Wealth Consultants LLC | 12.14% | Add +12.2% | 1,029,371 | $41.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 984,817 | $40.0M |
| Confluence Wealth Services, Inc. | 2.11% | Add +3.9% | 950,466 | $38.6M |
| Wealthcare Advisory Partners LLC | 0.88% | Add +7.7% | 947,838 | $38.5M |
| JSF Financial, LLC | 8.84% | Reduce -2.5% | 915,194 | $37.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.33% | Add +8.0% | 845,883 | $34.4M |
| Global Retirement Partners, LLC | 0.85% | — | 840,284 | $34.2M |
| Summit Investment Advisory Services, LLC | 14.38% | Add +5.3% | 813,441 | $33.1M |
| Geneos Wealth Management Inc. | 0.77% | Add +19.4% | 771,867 | $31.4M |
| Advance Capital Management, Inc. | 1.40% | Reduce -4.7% | 757,244 | $30.8M |
| Barnes Pettey Financial Advisors, LLC | 20.56% | Add +3.9% | 756,831 | $30.8M |
| D.A. Davidson & Co. | 0.21% | Add +52.9% | 747,006 | $30.4M |
| Haverford Trust Co | 0.26% | Add +2.4% | 671,563 | $27.3M |
| SOL Capital Management CO | 2.63% | Add +1.4% | 668,065 | $27.2M |
| Eclectic Associates Inc. | 5.81% | Add +12.7% | 657,431 | $26.7M |
| Ergawealth Advisors, Inc. | 11.63% | Add +4.4% | 635,729 | $25.8M |
| Focus Partners Wealth | 0.05% | Reduce -4.1% | 615,985 | $25.0M |
| Farther Finance Advisors, LLC | 0.49% | Add +230.6% | 598,921 | $24.3M |
| Avantax Advisory Services, Inc. | 0.13% | Add +37.7% | 583,425 | $23.7M |
| Sagespring Wealth Partners, LLC | 0.51% | Add +330.6% | 577,712 | $23.5M |
| Atria Wealth Solutions, Inc. | 0.52% | Reduce -25.8% | 568,085 | $23.2M |
| Mariner, LLC | 0.03% | Add +53.7% | 545,674 | $22.2M |
| Truist Financial Corp. | 0.03% | Reduce -10.7% | 524,427 | $21.3M |
| Tribridge Partners Financial LLC | 12.25% | — | 513,617 | $20.9M |
| Valmark Advisers, Inc. | 0.29% | Add +2.6% | 513,604 | $20.9M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -17.3% | 507,384 | $20.6M |
| Harbour Investments, Inc. | 0.52% | Add +6.8% | 506,074 | $20.6M |
| AdvisorNet Financial, Inc | 1.30% | Add +4.2% | 495,516 | $20.1M |
| Greenbush Financial Group, LLC | 8.72% | Reduce -1.2% | 492,414 | $20.0M |
| National Bank of Canada | 0.02% | New | 486,500 | $19.8M |
| Equitable Holdings, Inc. | 0.15% | Add +160.1% | 453,874 | $18.4M |
| Per Stirling Capital Management, LLC. | 2.33% | Add +70.8% | 439,321 | $17.9M |
| Challenger Wealth Management | 12.23% | Add +11.2% | 433,728 | $17.6M |
| Financial Council, LLC | 8.48% | Add +1.1% | 432,606 | $17.6M |
| Main Line Retirement Advisors, LLC | 9.86% | Add +8.5% | 425,787 | $17.3M |
| IFP Advisors, Inc | 0.49% | Add +11.2% | 425,110 | $17.3M |
| Alpha Financial Advisors, LLC | 6.57% | Reduce -32.2% | 418,278 | $17.0M |
| Strategic Blueprint, LLC | 0.83% | Add +44.5% | 415,294 | $16.9M |
| PFG Advisors | 0.78% | Add +13.0% | 413,340 | $16.8M |
| Mission Wealth Management, LP | 0.37% | Reduce -0.1% | 412,884 | $16.8M |
| Exencial Wealth Advisors, LLC | 0.59% | Add +1.0% | 411,088 | $16.7M |
| Benjamin Edwards Inc. | 0.21% | Add +19.6% | 409,183 | $16.6M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +39.8% | 398,740 | $16.2M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +27.0% | 391,757 | $15.9M |
| DAVENPORT & Co LLC | 0.09% | Add +7.8% | 380,279 | $15.5M |
| Two Sigma Investments, LP | 0.03% | New | 380,100 | $15.5M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +19.4% | 375,397 | $15.3M |
| Souders Financial Advisors | 1.89% | Add +10.0% | 364,518 | $14.8M |
| Gutierrez Wealth Advisory, LLC | 9.46% | Reduce -3.0% | 347,156 | $14.1M |
| IAM Advisory, LLC | 3.37% | Add +444.0% | 345,835 | $14.1M |
| Ferguson Shapiro LLC | 4.69% | New | 342,583 | $13.9M |
| Axxcess Wealth Management, LLC | 0.33% | Add +35.4% | 339,826 | $13.8M |
| HighTower Advisors, LLC | 0.02% | Add +27.4% | 331,794 | $13.5M |
| Hartmann Taylor Wealth Management, LLC | 10.98% | Add +15.2% | 324,452 | $13.2M |
| Susquehanna International Group, LLP | 0.02% | Add +1942.4% | 313,311 | $12.7M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +115.1% | 304,746 | $12.4M |
| Daymark Wealth Partners, LLC | 0.47% | Reduce -2.2% | 304,055 | $12.4M |
| CLG LLC | 3.85% | Add +32.2% | 303,824 | $12.4M |
| Acas, LLC | 8.11% | Add +4.9% | 285,443 | $12.1M |
| Advisory Services Network, LLC | 0.19% | Add +28.0% | 277,003 | $11.6M |
| Midwest Heritage Bank, FSB | 4.28% | Add +18.3% | 280,082 | $11.4M |
| Bedel Financial Consulting, Inc. | 1.55% | Reduce -1.2% | 278,912 | $11.3M |
| Sovran Advisors, LLC | 1.18% | Reduce -7.6% | 278,742 | $11.3M |
| WealthCare Investment Partners, LLC | 4.03% | Reduce -5.4% | 274,830 | $11.2M |
| Strategic Family Wealth Counselors, L.L.C. | 3.19% | Add +0.3% | 275,852 | $11.2M |
| Ballew Advisors, Inc | 6.42% | Add +2.5% | 264,882 | $10.8M |
| Investments & Financial Planning, LLC | 6.16% | Add +5.8% | 263,134 | $10.7M |
| Merit Financial Group, LLC | 0.12% | Add +70.8% | 262,942 | $10.7M |
| Bellevue Asset Management, LLC | 5.17% | Reduce -0.6% | 261,199 | $10.6M |
| Armor Investment Advisors, LLC | 3.99% | Add +0.6% | 260,313 | $10.6M |
| Old Mission Capital LLC | 0.28% | Reduce -29.1% | 260,006 | $10.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.45% | Add +4.8% | 257,979 | $10.5M |
| Blair William & Co. | 0.03% | Add +19.2% | 256,014 | $10.4M |
| Stephens Inc. | 0.14% | Add +204.5% | 252,436 | $10.3M |
| Citadel Advisors | 0.01% | New | 250,997 | $10.2M |
| EverSource Wealth Advisors, LLC | 0.46% | Add +19.3% | 247,893 | $10.1M |
| Colonial River Investments, LLC | 4.33% | Add +20.1% | 245,562 | $10.1M |
| Beacon Financial Group | 1.05% | Add +28.2% | 247,108 | $10.0M |
| rebel Financial LLC | 4.47% | — | 241,232 | $9.8M |
| Mason Investment Advisory Services, Inc. | 0.53% | Add +29.3% | 240,420 | $9.8M |
| Smith, Moore & Co. | 0.81% | Reduce -0.4% | 238,777 | $9.7M |
| Mutual Advisors, LLC | 0.24% | Add +39.8% | 232,410 | $9.7M |
| Eq Wealth Advisors, LLC | 6.52% | Add +15.3% | 235,442 | $9.6M |
| Founders Financial Securities LLC | 0.72% | Add +10.1% | 233,197 | $9.5M |
| Capital Analysts, LLC | 0.31% | Add +70.0% | 231,454 | $9.4M |
| VestGen Advisors, LLC | 0.37% | Add +4.5% | 229,590 | $9.3M |
| Coign Capital Advisors LLC | 6.29% | New | 228,586 | $9.3M |
| Obsidian Personal Planning Solutions LLC | 3.73% | Add +2.8% | 226,782 | $9.2M |
| LongView Wealth Management | 2.66% | Reduce -30.9% | 216,514 | $8.8M |
| Investmark Advisory Group LLC | 4.12% | Reduce -9.9% | 216,392 | $8.8M |
| Genesis Private Wealth, LLC | 4.00% | Add +2.6% | 208,799 | $8.5M |
| Centerline Wealth Advisors, LLC | 4.11% | Reduce -24.7% | 206,093 | $8.4M |
| Flagship Harbor Advisors, LLC | 0.39% | Add +22.8% | 203,116 | $8.3M |
| BetterWealth, LLC | 2.09% | Add +7.6% | 201,118 | $8.2M |
| AA Financial Advisors, LLC | 1.75% | Add +1.8% | 200,152 | $8.1M |
| Clearview Wealth Advisors LLC | 5.62% | Add +7.3% | 198,550 | $8.1M |
| Burford Brothers, Inc. | 3.68% | Add +6.7% | 197,303 | $8.0M |
| Ameritas Advisory Services, LLC | 0.40% | Reduce -50.7% | 190,260 | $7.7M |
| Assetmark, Inc. | 0.02% | Add +24.9% | 188,912 | $7.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.6% | 186,777 | $7.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +32.1% | 186,611 | $7.6M |
| Cary Street Partners Financial LLC | 0.21% | Reduce -32.7% | 186,349 | $7.6M |
| Smith Thornton Advisors LLC | 4.31% | Add +5.8% | 184,452 | $7.5M |
| Bridgewealth Advisory Group, LLC | 1.88% | Add +43.3% | 182,411 | $7.4M |
| Smartleaf Asset Management LLC | 0.65% | Add +12.1% | 181,105 | $7.3M |
| Kera Capital Partners, Inc. | 1.44% | Add +28.6% | 179,443 | $7.3M |
| Principal Securities, Inc. | 0.13% | Add +25.9% | 176,676 | $7.2M |
| Centaurus Financial, Inc. | 0.40% | Add +35.5% | 168,372 | $6.8M |
| Swisher Financial Concepts, Inc. | 4.40% | Add +15.4% | 167,711 | $6.8M |
| Thoroughbred Financial Services, LLC | 0.47% | Add +30.5% | 165,610 | $6.7M |
| Oppenheimer & Co. Inc. | 0.09% | Add +18.0% | 164,724 | $6.7M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +54.6% | 162,380 | $6.6M |
| Independent Financial Group, LLC | 0.18% | Add +10.5% | 162,068 | $6.6M |
| tru Independence LLC | 1.90% | Add +60.6% | 161,996 | $6.6M |
| Legacy Solutions, LLC | 6.15% | Add +2.1% | 158,030 | $6.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +41.7% | 155,285 | $6.3M |
| Cozad Asset Management Inc. | 0.54% | Add +10.1% | 152,868 | $6.2M |
| Charter Capital Management, LLC\DE | 3.64% | — | 152,651 | $6.2M |
| MRWM Advisors, LLC | 3.76% | Add +19.9% | 147,851 | $6.0M |
| Brookstone Capital Management | 0.08% | Add +14.9% | 147,489 | $6.0M |
| Clear Creek Financial Management, LLC | 0.57% | Add +10.8% | 146,160 | $5.9M |
| Bleakley Financial Group, LLC | 0.15% | Add +1.4% | 145,947 | $5.9M |
| BlueChip Wealth Advisors LLC | 2.44% | Add +0.8% | 145,662 | $5.9M |
| Koshinski Asset Management, Inc. | 0.44% | Add +7.5% | 144,694 | $5.9M |
| Allworth Financial LP | 0.03% | Add +0.9% | 141,489 | $5.8M |
| Good Life Advisors, LLC | 0.35% | Reduce -17.9% | 138,993 | $5.7M |
| HBW Advisory Services LLC | 0.69% | Add +17.9% | 138,143 | $5.6M |
| Western Wealth Management, LLC | 0.33% | Add +1.4% | 137,052 | $5.6M |
| Forge Financial Services LLC | 4.18% | Add +6.7% | 136,255 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +68.9% | 135,281 | $5.5M |
| 5T Wealth, LLC | 2.79% | Reduce -7.5% | 135,018 | $5.5M |
| M.E. Allison & Co., Inc. | 4.37% | Add +34.0% | 133,793 | $5.4M |
| Guardian Wealth Advisors, LLC / NC | 0.38% | Add +49.0% | 131,228 | $5.3M |
| Olistico Wealth, LLC | 2.96% | Add +14.6% | 131,219 | $5.3M |
| Townsend Asset Management Corp. /NC/ | 1.93% | Reduce -1.4% | 131,052 | $5.3M |
| Total Clarity Wealth Management, Inc. | 1.49% | Add +2.5% | 128,090 | $5.2M |
| Cooper Financial Group | 0.61% | Reduce -0.2% | 127,170 | $5.2M |
| World Investment Advisors | 0.12% | Add +34.8% | 126,676 | $5.1M |
| St Germain D J Co. Inc. | 0.22% | Add +1.2% | 125,084 | $5.1M |
| Destiny Wealth Partners, LLC | 0.68% | Add +5.8% | 124,907 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +17.5% | 122,909 | $5.0M |
| Kuhn & Co Investment Counsel | 3.77% | Add +11.5% | 122,740 | $5.0M |
| Calton & Associates, Inc. | 0.85% | Add +3.6% | 120,977 | $4.9M |
| RPg Family Wealth Advisory, LLC | 1.30% | Reduce -1.2% | 120,548 | $4.9M |
| NWF Advisory Services Inc. | 0.58% | Add +24.2% | 119,935 | $4.9M |
| CWS Financial Advisors, LLC | 1.41% | Add +12.5% | 119,051 | $4.8M |
| Ridgeline Wealth Planning, LLC | 3.88% | Add +10.7% | 115,991 | $4.7M |
| Continuum Advisory, LLC | 0.56% | Add +40.0% | 114,619 | $4.7M |
| Magnus Financial Group LLC | 0.41% | Add +12.2% | 113,674 | $4.6M |
| IMG Wealth Management, Inc. | 3.53% | Add +9.8% | 112,047 | $4.6M |
| Delta Investment Management, LLC | 0.87% | Reduce -0.1% | 111,036 | $4.5M |
| Perennial Investment Advisors, LLC | 0.44% | Add +30.5% | 110,631 | $4.5M |
| Beacon Financial Advisory LLC | 1.13% | Add +28.3% | 107,956 | $4.4M |
| Sigma Planning Corp | 0.13% | Add +78.6% | 107,562 | $4.4M |
| Everpar Advisors LLC | 1.96% | Add +24.6% | 106,172 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +12.9% | 105,545 | $4.3M |
| A&I Financial Services, LLC | 2.37% | Add +11.9% | 103,408 | $4.2M |
| Leigh Baldwin & Co., LLC | 2.73% | Add +40.8% | 102,065 | $4.1M |
| Entruity Wealth, LLC | 3.47% | Add +10.9% | 100,524 | $4.1M |
| KWB Wealth | 0.49% | Add +44.7% | 118,034 | $4.0M |
| RFG Advisory, LLC | 0.09% | Add +79.7% | 99,094 | $4.0M |
| Atria Investments, Inc | 0.05% | Reduce -13.8% | 98,762 | $4.0M |
| MAI Capital Management | 0.03% | Reduce -0.0% | 97,840 | $4.0M |
| Nicholson Meyer Capital Management, Inc. | 3.36% | Add +188.6% | 97,670 | $4.0M |
| Aurdan Capital Management, LLC | 1.34% | Reduce -0.9% | 96,701 | $3.9M |
| Lantz Financial LLC | 0.97% | Add +2.5% | 95,277 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -61.5% | 93,705 | $3.8M |
| Fearless Solutions, LLC dba Best Invest | 2.65% | Add +9.8% | 93,107 | $3.8M |
| Parsonex Advisory Services, Inc. | 3.10% | — | 91,484 | $3.7M |
| Hopwood Financial Services, Inc. | 2.88% | Add +15.0% | 90,538 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -4.1% | 88,673 | $3.6M |
| Wayfinding Financial, LLC | 1.61% | Reduce -3.5% | 86,076 | $3.6M |
| Mgo One Seven LLC | 0.12% | Reduce -14.6% | 87,758 | $3.6M |
| Investment Planning Advisors, Inc. | 1.20% | Reduce -42.1% | 83,506 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +9.8% | 83,453 | $3.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +421.7% | 82,298 | $3.3M |
| Stonebridge Financial Group, LLC | 0.32% | Add +0.1% | 81,978 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +43.1% | 81,481 | $3.3M |
| Parkside Investments, LLC | 0.44% | No change | 80,000 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +29.8% | 79,791 | $3.2M |
| LeClair Wealth Partners LLC | 2.20% | Reduce -0.8% | 79,765 | $3.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.41% | Add +124.3% | 78,865 | $3.2M |
| Sunbelt Securities, Inc. | 0.26% | Add +4.7% | 80,303 | $3.0M |
| Transcendent Capital Group LLC | 1.53% | Add +3.5% | 73,063 | $3.0M |
| Meridian Wealth Management, LLC | 0.13% | Add +0.4% | 72,775 | $3.0M |
| Financial Management Network Inc. | 0.52% | Add +89.7% | 71,421 | $2.9M |
| Signet Financial Management, LLC | 0.36% | Reduce -20.0% | 70,389 | $2.9M |
| Spire Wealth Management | 0.10% | Add +1.7% | 69,139 | $2.8M |
| Cerity Partners LLC | 0.00% | Add +176.7% | 66,761 | $2.7M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +29.3% | 66,449 | $2.7M |
| Renaissance Technologies | 0.00% | New | 65,500 | $2.7M |
| Signature Resources Capital Management, LLC | 1.61% | Add +2.3% | 65,294 | $2.7M |
| Corient Private Wealth LP | 0.00% | New | 65,101 | $2.6M |
| Barrett & Company, Inc. | 0.98% | Add +11.6% | 64,398 | $2.6M |
| Wood Tarver Financial Group, LLC | 0.78% | Add +26.9% | 64,168 | $2.6M |
| Fjell Capital, LLC | 2.40% | Add +2.9% | 63,697 | $2.6M |
| Anchor Investment Management, LLC | 0.23% | No change | 63,652 | $2.6M |
| CapWealth Advisors, LLC | 0.26% | Reduce -2.7% | 63,630 | $2.6M |
| Tyler-Stone Wealth Management | 0.41% | Add +19.4% | 62,804 | $2.6M |
| Owen LaRue, LLC | 1.08% | Add +61.5% | 62,686 | $2.5M |
| Quantinno Capital Management LP | 0.01% | Add +332.7% | 62,158 | $2.5M |
| IFG Advisory, LLC | 0.13% | Add +57.4% | 61,891 | $2.5M |
| Convergence Financial, LLC | 0.43% | Add +1.2% | 61,792 | $2.5M |
| Lincoln Capital LLC | 0.45% | Add +2.9% | 57,854 | $2.4M |
| Lanark Financial, Inc. | 0.19% | Add +2.6% | 57,645 | $2.3M |
| CENTRAL TRUST Co | 0.05% | Reduce -9.9% | 57,159 | $2.3M |
| Endeavor Private Wealth, Inc. | 1.08% | Add +33.9% | 56,111 | $2.3M |
| AlphaCore Capital LLC | 0.09% | Add +2.5% | 54,996 | $2.2M |
| Tempus Wealth Planning, LLC | 0.55% | Reduce -0.1% | 54,643 | $2.2M |
| Latitude Advisors, LLC | 1.11% | Add +3.5% | 54,486 | $2.2M |
| Essex Financial Services, Inc. | 0.15% | Add +121.3% | 54,354 | $2.2M |
| Seamount Financial Group Inc. | 1.11% | Add +33.1% | 53,230 | $2.2M |
| Accel Wealth Management | 0.71% | Add +21.0% | 52,502 | $2.1M |
| Armstrong, Fleming & Moore, Inc | 1.11% | New | 50,413 | $2.0M |
| PKS Advisory Services, LLC | 0.51% | Add +20.9% | 50,355 | $2.0M |
| Gemmer Asset Management LLC | 0.18% | Add +4.3% | 49,520 | $2.0M |
| Financial Perspectives, Inc | 0.60% | Add +1.4% | 48,964 | $2.0M |
| Investment Advisory Services Inc. /TX | 0.66% | Add +17.4% | 48,585 | $2.0M |
| Absolute Capital Management, LLC | 0.97% | Reduce -0.4% | 47,672 | $1.9M |
| Integrity Alliance, Llc. | 0.11% | Reduce -4.3% | 47,389 | $1.9M |
| Gries Financial LLC | 0.35% | New | 47,334 | $1.9M |
| Bill Few Associates, Inc. | 0.54% | Add +56.6% | 46,520 | $1.9M |
| Moloney Securities Asset Management, LLC | 0.22% | Reduce -2.5% | 44,190 | $1.8M |
| Venture Visionary Partners LLC | 0.07% | Add +143.4% | 44,083 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -6.0% | 43,138 | $1.8M |
| Fermata Advisors, LLC | 0.46% | Add +5.6% | 42,475 | $1.7M |
| Atlas Legacy Advisors, LLC | 0.38% | Reduce -23.1% | 42,328 | $1.7M |
| Richards, Merrill & Peterson, Inc. | 0.81% | Add +8.5% | 41,810 | $1.7M |
| Comerica Bank | 0.01% | Add +29.4% | 40,779 | $1.7M |
| Flputnam Investment Management Co. | 0.03% | Reduce -74.4% | 40,383 | $1.6M |
| Fiduciary Alliance LLC | 0.12% | New | 39,432 | $1.6M |
| Kintra Wealth, LLC | 0.96% | Reduce -6.6% | 39,137 | $1.6M |
| Trinity Wealth Management, LLC | 0.63% | Add +121.3% | 39,035 | $1.6M |
| Pettyjohn, Wood & White, Inc. | 0.28% | Reduce -3.1% | 37,911 | $1.5M |
| Modern Wealth Management, LLC | 0.04% | Add +15.1% | 36,574 | $1.5M |
| Warner Financial, Inc. | 0.61% | Add +3.5% | 36,227 | $1.5M |
| Pines Wealth Management, LLC | 0.50% | Add +0.4% | 34,842 | $1.4M |
| Tradition Wealth Management, LLC | 0.11% | Add +0.7% | 34,793 | $1.4M |
| Trueblood Wealth Management, LLC | 0.59% | Add +11.6% | 34,668 | $1.4M |
| Nautilus Advisors LLC | 1.02% | Add +78.0% | 34,163 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -0.2% | 34,122 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -27.8% | 32,746 | $1.3M |
| Woodmont Investment Counsel LLC | 0.09% | Add +13.6% | 31,719 | $1.3M |
| Peak Planning Group, LLC | 0.82% | Reduce -2.9% | 31,552 | $1.3M |
| Lynch & Associates | 0.26% | Add +20.5% | 31,213 | $1.3M |
| Professional Financial Advisors, LLC | 0.29% | Add +0.9% | 31,051 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +80.8% | 30,860 | $1.3M |
| LexAurum Advisors, LLC | 0.20% | Reduce -2.0% | 30,735 | $1.2M |
| Rothschild Investment LLC | 0.08% | Add +4.7% | 30,323 | $1.2M |
| Weil Company, Inc. | 0.33% | Reduce -85.9% | 30,314 | $1.2M |
| Kovack Advisors, Inc. | 0.12% | Add +14.1% | 30,135 | $1.2M |
| J Hagan Capital, Inc. | 0.82% | Add +56.6% | 29,421 | $1.2M |
| National Wealth Management Group, LLC | 0.66% | Add +32.4% | 28,877 | $1.2M |
| First Heartland Consultants, Inc. | 0.10% | Add +11.8% | 27,851 | $1.1M |
| Lifeworks Advisors, LLC | 0.17% | Add +1.5% | 27,806 | $1.1M |
| MSH Capital Advisors LLC | 0.32% | Reduce -5.5% | 27,586 | $1.1M |
| Capital Management Associates, Inc | 0.35% | Reduce -50.0% | 27,430 | $1.1M |
| Creative Planning | 0.00% | Add +9.7% | 27,418 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -38.4% | 27,206 | $1.1M |
| Sittner & Nelson, LLC | 0.44% | Add +19.9% | 26,907 | $1.1M |
| Aspire Growth Partners LLC | 0.88% | Reduce -8.2% | 26,567 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +39.1% | 26,514 | $1.1M |
| Lodestone Wealth Management LLC | 0.52% | Add +3.9% | 26,214 | $1.1M |
| NavPoint Financial, Inc. | 0.63% | Reduce -1.9% | 25,598 | $1.0M |
| Keystone Financial Group | 0.09% | Add +45.9% | 25,189 | $1.0M |
| Uptick Partners, LLC | 0.29% | Add +3.5% | 25,154 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.6% | 25,098 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +15.2% | 25,103 | $1.0M |
| Oak Hill Wealth Advisors, LLC | 0.21% | Add +26.1% | 24,917 | $1.0M |
| Arkadios Wealth Advisors | 0.03% | Add +12.8% | 24,691 | $1.0M |
| Norden Group LLC | 0.11% | Add +0.8% | 24,362 | $990K |
| Silverlake Wealth Management LLC | 0.29% | Add +6.7% | 23,983 | $975K |
| SteelPeak Wealth, LLC | 0.04% | Add +3.6% | 23,907 | $972K |
| Exchange Traded Concepts, LLC | 0.01% | New | 22,655 | $921K |
| KOM Wealth Management Group, LLC | 0.72% | Add +32.5% | 22,383 | $910K |
| Richmond Investment Services, LLC | 0.19% | New | 22,261 | $905K |
| Nwam LLC | 0.05% | Add +3.0% | 20,963 | $875K |
| Rehmann Capital Advisory Group | 0.05% | No change | 21,479 | $873K |
| Capital Planning LLC | 0.27% | Reduce -64.6% | 21,073 | $857K |
| Summit Global Investments | 0.05% | Add +22.9% | 21,044 | $855K |
| Gateway Wealth Partners, LLC | 0.16% | Add +5.6% | 20,941 | $851K |
| KMG Fiduciary Partners, LLC | 0.06% | Reduce -9.5% | 20,896 | $849K |
| United Advisor Group, LLC | 0.14% | Add +55.6% | 20,528 | $834K |
| 180 Wealth Advisors, LLC | 0.12% | Reduce -3.3% | 20,294 | $825K |
| Rather & Kittrell, Inc. | 0.16% | Add +0.4% | 19,978 | $812K |
| Ashton Thomas Securities, LLC | 0.20% | No change | 19,911 | $809K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +10.2% | 19,818 | $806K |
| Hunter Associates Investment Management LLC | 0.12% | No change | 19,100 | $776K |
| Harmony Asset Management LLC | 0.29% | Add +4.2% | 19,015 | $773K |
| Brown Miller Wealth Management, LLC | 0.24% | No change | 18,666 | $759K |
| CGN Advisors LLC | 0.07% | Add +8.9% | 18,654 | $758K |
| Fourpath Capital Management, LLC | 0.12% | Add +15.9% | 18,634 | $757K |
| Certior Financial Group, LLC | 0.58% | Add +1.8% | 18,612 | $757K |
| IHT Wealth Management, LLC | 0.02% | Add +3.0% | 18,540 | $754K |
| Saxony Capital Management, LLC | 0.57% | Add +3.1% | 18,216 | $740K |
| McCarthy Asset Management, Inc. | 0.50% | Reduce -6.5% | 17,937 | $729K |
| M Holdings Securities, Inc. | 0.12% | New | 17,513 | $709K |
| Bank of Montreal | 0.00% | Add +12.9% | 17,354 | $705K |
| Westside Investment Management, Inc. | 0.13% | Add +36.1% | 17,145 | $697K |
| Choreo, LLC | 0.01% | Add +89.9% | 16,826 | $684K |
| Wealthcare Capital Partners, LLC | 0.34% | Add +119.5% | 16,521 | $672K |
| Signature Wealth Management Group | 0.26% | Add +2.3% | 16,339 | $664K |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.1% | 16,317 | $663K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +62.9% | 16,246 | $660K |
| Oxinas Partners, LLC | 0.34% | Add +1.4% | 16,232 | $660K |
| International Assets Investment Management, LLC | 0.05% | Add +24.9% | 16,216 | $659K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +44.1% | 16,197 | $658K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +0.4% | 16,184 | $658K |
| HFG Advisors, Inc. | 0.52% | No change | 16,127 | $656K |
| Keystone Financial Services, LLC | 0.50% | Add +12.1% | 16,056 | $653K |
| Cim, LLC | 0.09% | Add +31.8% | 16,040 | $652K |
| Mascagni Wealth Management, Inc. | 0.55% | Add +9.4% | 15,852 | $644K |
| Advisory Alpha, LLC | 0.02% | Add +11.6% | 15,765 | $641K |
| Wealthgarden F.S. LLC | 0.52% | Add +0.9% | 14,997 | $626K |
| ORBA Wealth Advisors, L.L.C. | 0.56% | No change | 15,230 | $619K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.22% | Reduce -0.1% | 14,863 | $619K |
| RiverFront Investment Group, LLC | 0.01% | Add +38.1% | 15,009 | $610K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -6.5% | 14,964 | $608K |
| Northwest Financial Advisors | 0.84% | No change | 14,892 | $605K |
| Weatherly Asset Management L. P. | 0.05% | No change | 14,695 | $597K |
| Belpointe Asset Management LLC | 0.02% | No change | 14,631 | $595K |
| Bison Wealth, LLC | 0.05% | No change | 14,407 | $588K |
| Wellington Capital Management, Inc. | 0.87% | — | 17,451 | $584K |
| Arax Advisory Partners | 0.03% | Reduce -50.9% | 14,336 | $583K |
| RIA Advisory Group LLC | 0.17% | Add +4.0% | 14,333 | $583K |
| D. E. Shaw & Co. | 0.00% | Reduce -46.5% | 14,179 | $576K |
| Vicus Capital | 0.05% | New | 13,652 | $555K |
| Carnegie Lake Advisors LLC | 0.22% | Add +5.4% | 13,576 | $552K |
| Trilogy Capital Inc. | 0.03% | Add +2.8% | 13,428 | $546K |
| Roehl & Yi Investment Advisors, LLC | 0.27% | Add +49.7% | 17,888 | $529K |
| StoneX Group Inc. | 0.03% | Add +65.7% | 12,940 | $526K |
| Visionary Wealth Advisors | 0.03% | Add +2.9% | 12,601 | $512K |
| Sard Wealth Management Group, LLC | 0.32% | Reduce -0.2% | 12,600 | $512K |
| Capital International Investors | 0.00% | Reduce -36.4% | 12,276 | $499K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +65.2% | 12,245 | $498K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -3.2% | 11,853 | $482K |
| Balboa Wealth Partners | 0.10% | New | 11,750 | $478K |
| Creative Financial Designs Inc. | 0.03% | Reduce -8.0% | 11,723 | $477K |
| Faithward Advisors, LLC | 0.07% | Reduce -0.8% | 11,130 | $452K |
| Cushing Capital Partners, LLC | 0.38% | No change | 11,075 | $450K |
| Summit Wealth Group LLC / Co. | 0.11% | — | 11,033 | $448K |
| High Falls Advisors, Inc | 0.10% | Add +14.7% | 10,879 | $442K |
| Betterment LLC | 0.00% | Add +20.1% | 10,640 | $433K |
| Freedom Investment Management, Inc. | 0.03% | New | 10,264 | $417K |
| Regal Investment Advisors LLC | 0.03% | Add +37.4% | 10,234 | $416K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.4% | 10,233 | $416K |
| Bank of New York Mellon Corp | 0.00% | Add +2.4% | 10,226 | $416K |
| Hicks Capital Management LLC | 0.65% | New | 10,175 | $414K |
| Tudor Investment Corporation | 0.00% | New | 10,171 | $413K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +13.1% | 10,038 | $408K |
| Brookwood Investment Group LLC | 0.07% | New | 9,964 | $405K |
| TCFG Wealth Management, LLC | 0.18% | New | 9,940 | $404K |
| Cora Capital Advisors LLC | 0.18% | Add +52.5% | 9,932 | $404K |
| Tudor Financial Inc. | 0.23% | No change | 9,798 | $398K |
| ORG Partners LLC | 0.09% | Add +38.2% | 9,866 | $397K |
| Titleist Asset Management, LLC | 0.04% | Add +0.5% | 9,590 | $390K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -11.7% | 9,536 | $388K |
| Clark Capital Management Group, Inc. | 0.00% | New | 9,469 | $385K |
| Lantern Wealth Advisors, LLC | 0.23% | — | 9,394 | $382K |
| Wealthcare Capital Management LLC | 0.04% | Add +21.6% | 9,386 | $382K |
| Harbor Investment Advisory, LLC | 0.03% | Add +131.3% | 9,161 | $372K |
| Herold Advisors, Inc. | 0.08% | New | 9,033 | $367K |
| Mayflower Financial Advisors, LLC | 0.05% | New | 8,960 | $364K |
| Commerce Bank | 0.00% | Reduce -7.0% | 8,591 | $349K |
| Wedbush Securities Inc. | 0.01% | Reduce -74.9% | 8,501 | $346K |
| Level Four Advisory Services, LLC | 0.01% | New | 8,500 | $346K |
| MPWM Advisory Solutions, LLC | 0.20% | Add +395.1% | 7,906 | $321K |
| Diversify Wealth Management, LLC | 0.02% | New | 7,553 | $320K |
| CVFG LLC | 0.25% | Add +9.5% | 7,725 | $314K |
| Security Financial Services, INC. | 0.05% | New | 7,551 | $307K |
| FinDec Wealth Services, Inc. | 0.32% | Reduce -54.1% | 7,548 | $307K |
| Prosperity Wealth Management, Inc. | 0.11% | No change | 7,446 | $303K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 7,258 | $295K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +1.9% | 7,254 | $295K |
| Premier Path Wealth Partners, LLC | 0.04% | No change | 7,205 | $293K |
| Pathstone Holdings, LLC | 0.00% | No change | 7,203 | $293K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.9% | 6,897 | $280K |
| Triad Wealth Partners, LLC | 0.06% | New | 6,831 | $278K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,768 | $275K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,721 | $273K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -39.7% | 6,612 | $269K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -46.7% | 6,600 | $268K |
| Prosperity Financial Group, Inc. | 0.11% | Add +4.5% | 6,525 | $265K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +3.8% | 6,496 | $264K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | New | 6,338 | $258K |
| Core Wealth Partners LLC | 0.13% | New | 6,220 | $253K |
| Goldstone Financial Group, LLC | 0.03% | No change | 6,184 | $252K |
| CRA Financial Services, LLC | 0.04% | Reduce -7.3% | 6,155 | $250K |
| Carson Advisory Inc. | 0.16% | Add +1.9% | 6,127 | $249K |
| James J. Burns & Company, LLC | 0.04% | New | 6,128 | $249K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +84.6% | 6,000 | $244K |
| OneAscent Financial Services LLC | 0.02% | New | 5,966 | $242K |
| Intrua Financial, LLC | 0.03% | New | 5,861 | $238K |
| Vawter Financial, Ltd. | 2.65% | Reduce -96.1% | 5,761 | $234K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 5,617 | $233K |
| Crown Wealth Group, LLC | 0.09% | New | 5,658 | $230K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -55.8% | 5,611 | $228K |
| JGP Wealth Management, LLC | 0.03% | New | 5,540 | $225K |
| Jacobi Capital Management LLC | 0.01% | New | 5,470 | $222K |
| Advyzon Investment Management, LLC | 0.05% | New | 5,231 | $213K |
| First Trust Advisors LP | 0.00% | New | 5,178 | $211K |
| Sapient Capital LLC | 0.00% | New | 5,125 | $208K |
| Zions Bancorporation, National Association | 0.01% | No change | 5,000 | $203K |
| Bessemer Group Inc. | 0.00% | No change | 4,935 | $201K |
| Worth Asset Management, LLC | 0.10% | New | 4,940 | $201K |
| Medallion Wealth Advisors, LLC | 0.08% | Add +18.9% | 4,844 | $195K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | Add +4.4% | 4,093 | $166K |
| CoreCap Advisors, LLC | 0.01% | Add +62.4% | 3,877 | $158K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,266 | $133K |
| Operose Advisors LLC | 0.04% | New | 3,100 | $126K |
| Chilton Capital Management LLC | 0.00% | Add +100.3% | 3,097 | $126K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,073 | $125K |
| Marshall & Sterling Wealth Advisors Inc. | 0.08% | Add +44.8% | 2,741 | $111K |
| WFA of San Diego, LLC | 0.06% | — | 2,000 | $81K |
| Beacon Capital Management, LLC | 0.01% | New | 1,905 | $77K |
| Ameriflex Group, Inc. | 0.04% | Reduce -93.5% | 1,841 | $74K |
| Parallel Advisors, LLC | 0.00% | No change | 1,606 | $65K |
| CX Institutional | 0.00% | Add +14.4% | 1,589 | $65K |
| Clear Investment Research, LLC | 0.08% | No change | 1,504 | $61K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,463 | $59K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,450 | $59K |
| Archer Investment Corp | 0.01% | No change | 1,320 | $54K |
| US Bancorp \de | 0.00% | Add +218.1% | 1,317 | $54K |
| Citigroup Inc. | 0.00% | New | 1,308 | $53K |
| Trust Co. of Vermont | 0.00% | New | 1,266 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -3.7% | 1,235 | $50K |
| Fairscale Capital, LLC | 0.03% | No change | 1,134 | $47K |
| Banco de Sabadell, S.A | 0.03% | New | 1,162 | $47K |
| Larson Financial Group LLC | 0.00% | Add +13.6% | 1,151 | $47K |
| GAMMA Investing LLC | 0.00% | No change | 1,141 | $46K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -38.8% | 1,141 | $46K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,000 | $41K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -56.8% | 940 | $38K |
| FMR LLC | 0.00% | No change | 915 | $37K |
| Rossby Financial, LCC | 0.01% | No change | 904 | $37K |
| Trust Co | 0.00% | No change | 885 | $36K |
| Brooklyn Investment Group | 0.00% | New | 807 | $33K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -7.6% | 804 | $33K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 602 | $24K |
| MCF Advisors LLC | 0.00% | No change | 573 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 564 | $23K |
| McIlrath & Eck, LLC | 0.00% | Reduce -0.5% | 420 | $17K |
| Hilltop National Bank | 0.00% | — | 338 | $14K |
| Scarborough Advisors, LLC | 0.00% | New | 300 | $12K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -56.9% | 257 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 201 | $8K |
| Fifth Third Bancorp | 0.00% | New | 177 | $7K |
| Millstone Evans Group, LLC | 0.00% | New | 105 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 84 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 62 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 66 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 43 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 34 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | — | 14 | $570 |
| Legacy Wealth Managment, LLC | 0.00% | New | 14 | $570 |
| Luminist Capital LLC | 0.00% | New | 9 | $362 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.