Cap Group Growth EquityCGGRETF
13F holders, Q3 2025 (September 30)526holders +34
61new positions
22sold out
3famous investors
$43.93avg. 13F price*
At the end of Q3 2025, 526 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 34 from Q2 2025. 61 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($1.7B), Capital Group Private Client Services, Inc. ($1.0B) and Morgan Stanley ($606.7M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q3 2025)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $123.2M |
| Exits | 22 | $23.3M |
All 13F filers, Q2 2025 → Q3 2025: 38,823,292 shares bought and 3,131,244 shares sold, net +35,692,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 526 holders
| LPL Financial LLC | 0.49% | Add +28.5% | 38,596,360 | $1.7B |
| Capital Group Private Client Services, Inc. | 17.21% | Add +5.3% | 23,440,414 | $1.0B |
| Morgan Stanley | 0.04% | Add +16.4% | 13,812,724 | $606.7M |
| Bank of America Corp. | 0.04% | Add +11.5% | 12,800,968 | $562.2M |
| Commonwealth Equity Services, LLC | 0.72% | Add +2.2% | 12,707,821 | $558.1M |
| Envestnet Asset Management Inc. | 0.15% | Add +15.4% | 12,051,258 | $529.3M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Add +9.3% | 11,374,810 | $499.6M |
| Raymond James Financial Inc. | 0.16% | Add +31.7% | 11,144,965 | $489.5M |
| Wells Fargo & Company | 0.09% | Add +19.4% | 9,843,315 | $432.3M |
| Cetera Investment Advisers | 0.39% | Add +23.3% | 7,640,758 | $335.6M |
| Jones Financial Companies LLLP | 0.18% | Add +30.7% | 5,999,008 | $261.8M |
| Osaic Holdings, Inc. | 0.35% | Add +19.3% | 5,867,620 | $253.4M |
| Royal Bank of Canada | 0.04% | Add +20.5% | 5,365,132 | $235.6M |
| UBS Group AG | 0.04% | Add +21.9% | 4,952,682 | $217.5M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Add +15.9% | 3,753,708 | $164.9M |
| MML Investors Services, LLC | 0.39% | Add +2.3% | 3,338,111 | $146.6M |
| Signature Estate & Investment Advisors LLC | 2.54% | Reduce -3.3% | 2,703,045 | $118.7M |
| Kestra Advisory Services, LLC | 0.45% | Add +8.6% | 2,258,833 | $99.2M |
| Cwm, LLC | 0.29% | Add +22.7% | 2,186,889 | $96.0M |
| Financial Security Advisor, Inc. | 19.98% | Add +1.1% | 2,139,082 | $93.9M |
| WNY Asset Management, LLC | 8.91% | Add +1.7% | 2,105,722 | $92.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.5% | 2,062,976 | $91.1M |
| Private Advisor Group, LLC | 0.42% | Add +7.5% | 1,923,568 | $84.5M |
| Baird Financial Group, Inc. | 0.13% | Add +1.0% | 1,807,397 | $79.4M |
| Stifel Financial Corp. | 0.07% | Add +10.2% | 1,787,315 | $78.5M |
| Kestra Investment Management, LLC | 1.98% | Add +14.1% | 1,676,585 | $73.6M |
| &partners | 0.43% | Add +16.8% | 1,522,223 | $66.9M |
| Merit Financial Group, LLC | 0.61% | Add +474.3% | 1,510,100 | $66.3M |
| New England Capital Financial Advisors LLC | 26.97% | Add +0.1% | 1,444,730 | $63.5M |
| Sei Investments Co. | 0.06% | Add +17.1% | 1,362,101 | $59.8M |
| Johnson Bixby & Associates, LLC | 7.58% | Add +1.6% | 1,345,920 | $59.1M |
| JPMorgan Chase & Co. | 0.00% | Add +40.6% | 1,384,925 | $57.5M |
| NewEdge Advisors, LLC | 0.26% | Add +7.2% | 1,308,141 | $57.5M |
| Geneos Wealth Management Inc. | 1.32% | Add +54.0% | 1,188,986 | $52.2M |
| Prospera Financial Services Inc | 0.89% | Add +10.4% | 1,186,243 | $52.1M |
| Captrust Financial Advisors | 0.11% | Reduce -2.1% | 1,184,223 | $52.0M |
| Great Valley Advisor Group, Inc. | 0.97% | Add +1.0% | 1,104,918 | $48.5M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -12.4% | 1,048,462 | $46.0M |
| Adamsbrown Wealth Consultants LLC | 12.61% | Add +1.3% | 1,042,361 | $45.8M |
| Confluence Wealth Services, Inc. | 2.19% | Add +6.6% | 1,013,280 | $44.5M |
| Wealthcare Advisory Partners LLC | 0.89% | Add +2.3% | 969,294 | $42.6M |
| JSF Financial, LLC | 8.60% | Reduce -3.6% | 882,565 | $38.8M |
| Advance Capital Management, Inc. | 1.59% | Add +10.5% | 836,450 | $36.7M |
| Global Retirement Partners, LLC | 0.81% | Reduce -1.5% | 827,476 | $36.3M |
| Summit Investment Advisory Services, LLC | 14.45% | Add +1.6% | 826,198 | $36.3M |
| D.A. Davidson & Co. | 0.23% | Add +8.3% | 809,012 | $35.5M |
| Truist Financial Corp. | 0.05% | Add +51.9% | 796,539 | $35.0M |
| Barnes Pettey Financial Advisors, LLC | 18.94% | Add +4.0% | 786,838 | $34.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.16% | Reduce -9.2% | 767,749 | $33.7M |
| Eclectic Associates Inc. | 5.56% | Add +4.8% | 689,169 | $30.3M |
| SOL Capital Management CO | 2.67% | Add +1.5% | 678,317 | $29.8M |
| Haverford Trust Co | 0.27% | Add +0.5% | 674,664 | $29.6M |
| Ergawealth Advisors, Inc. | 13.67% | Add +5.1% | 668,167 | $29.3M |
| Sagespring Wealth Partners, LLC | 0.52% | Add +5.5% | 609,684 | $26.8M |
| Equitable Holdings, Inc. | 0.20% | Add +33.6% | 606,189 | $26.6M |
| Tribridge Partners Financial LLC | 12.12% | Add +16.1% | 596,424 | $26.4M |
| Focus Partners Wealth | 0.04% | Reduce -2.8% | 598,832 | $26.3M |
| Valmark Advisers, Inc. | 0.33% | Add +12.5% | 577,629 | $25.4M |
| Harbour Investments, Inc. | 0.56% | Add +11.8% | 565,952 | $24.9M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +41.8% | 565,299 | $24.8M |
| Per Stirling Capital Management, LLC. | 2.87% | Add +24.2% | 545,583 | $24.0M |
| Benjamin Edwards Inc. | 0.27% | Add +33.2% | 545,186 | $23.9M |
| Sanctuary Advisors, LLC | 0.14% | Add +6.9% | 542,578 | $23.8M |
| Greenbush Financial Group, LLC | 8.72% | Add +5.1% | 517,488 | $22.7M |
| AdvisorNet Financial, Inc | 1.25% | Add +1.5% | 502,814 | $22.1M |
| National Bank of Canada | 0.02% | Reduce -0.4% | 484,400 | $21.3M |
| PFG Advisors | 0.82% | Add +10.2% | 455,404 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Add +36.7% | 453,474 | $19.9M |
| DAVENPORT & Co LLC | 0.10% | Add +16.7% | 443,697 | $19.5M |
| IFP Advisors, Inc | 0.50% | Add +3.4% | 439,652 | $19.3M |
| Main Line Retirement Advisors, LLC | 9.90% | Add +3.2% | 439,373 | $19.3M |
| Financial Council, LLC | 8.48% | Add +0.6% | 435,240 | $19.1M |
| Challenger Wealth Management | 14.83% | Reduce -0.5% | 431,778 | $19.0M |
| Strategic Blueprint, LLC | 0.83% | Add +3.6% | 430,383 | $18.9M |
| Alpha Financial Advisors, LLC | 6.58% | Add +1.7% | 425,345 | $18.7M |
| Kera Capital Partners, Inc. | 2.70% | Add +128.8% | 410,544 | $18.0M |
| Mission Wealth Management, LP | 0.37% | Reduce -1.3% | 407,663 | $17.9M |
| Exencial Wealth Advisors, LLC | 0.58% | Reduce -1.7% | 403,917 | $17.7M |
| Mutual Advisors, LLC | 0.39% | Add +69.5% | 393,880 | $17.6M |
| Hartmann Taylor Wealth Management, LLC | 11.95% | Add +16.8% | 378,800 | $16.6M |
| Assetmark, Inc. | 0.03% | Add +94.5% | 367,501 | $16.1M |
| Axxcess Wealth Management, LLC | 0.34% | Add +7.6% | 365,785 | $16.1M |
| Farther Finance Advisors, LLC | 0.24% | Reduce -40.9% | 354,189 | $15.6M |
| Souders Financial Advisors | 1.82% | Reduce -4.4% | 348,402 | $15.3M |
| IAM Advisory, LLC | 3.43% | Add +0.4% | 347,305 | $15.3M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -8.5% | 343,368 | $15.1M |
| Ferguson Shapiro LLC | 4.86% | Reduce -0.3% | 341,482 | $15.0M |
| Stonebridge Financial Group, LLC | 1.30% | Add +309.4% | 335,601 | $14.7M |
| Gutierrez Wealth Advisory, LLC | 9.19% | Reduce -5.8% | 327,133 | $14.4M |
| Mach-1 Financial Group, LLC | 2.26% | New | 322,727 | $14.2M |
| Integrity Advisory Solutions, LLC | 2.26% | — | 322,727 | $14.2M |
| Daymark Wealth Partners, LLC | 0.47% | Add +4.3% | 317,152 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -21.5% | 307,389 | $13.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +2879.6% | 304,905 | $13.4M |
| Brass Tax Wealth Management, Inc. | 2.21% | New | 302,039 | $13.3M |
| Beacon Financial Group | 1.30% | Add +21.6% | 300,583 | $13.2M |
| Ballew Advisors, Inc | 7.15% | Add +10.4% | 292,389 | $12.8M |
| Bedel Financial Consulting, Inc. | 1.61% | Add +3.0% | 287,390 | $12.6M |
| Stephens Inc. | 0.16% | Add +13.5% | 286,587 | $12.6M |
| Capital Analysts, LLC | 0.37% | Add +23.7% | 286,260 | $12.6M |
| Blair William & Co. | 0.03% | Add +11.8% | 286,116 | $12.6M |
| Advisory Services Network, LLC | 0.18% | Add +2.8% | 284,731 | $12.5M |
| Midwest Heritage Bank, FSB | 4.41% | Add +1.2% | 283,374 | $12.4M |
| Strategic Family Wealth Counselors, L.L.C. | 3.15% | Add +1.1% | 278,987 | $12.3M |
| WealthCare Investment Partners, LLC | 3.97% | Add +0.7% | 276,853 | $12.2M |
| Ameritas Advisory Services, LLC | 0.79% | Add +44.0% | 273,870 | $12.0M |
| EverSource Wealth Advisors, LLC | 0.47% | Add +9.7% | 271,962 | $11.9M |
| Colonial River Investments, LLC | 4.31% | Add +8.4% | 266,160 | $11.7M |
| Investments & Financial Planning, LLC | 6.30% | Add +0.9% | 265,510 | $11.7M |
| Armor Investment Advisors, LLC | 3.68% | Add +1.7% | 264,708 | $11.6M |
| Smith, Moore & Co. | 0.89% | Add +10.8% | 264,465 | $11.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.37% | Add +2.1% | 263,494 | $11.6M |
| Sovran Advisors, LLC | 1.01% | Reduce -7.9% | 256,691 | $11.4M |
| Old Mission Capital LLC | 0.41% | Reduce -0.5% | 258,741 | $11.4M |
| Mason Investment Advisory Services, Inc. | 0.56% | Add +6.9% | 256,963 | $11.3M |
| CLG LLC | 3.04% | Reduce -16.3% | 254,326 | $11.2M |
| Founders Financial Securities LLC | 0.74% | Add +5.7% | 246,365 | $10.8M |
| VestGen Advisors, LLC | 0.36% | Add +6.6% | 244,704 | $10.7M |
| Citadel Advisors | 0.01% | Reduce -2.7% | 244,326 | $10.7M |
| Obsidian Personal Planning Solutions LLC | 3.70% | Add +4.8% | 237,737 | $10.7M |
| LongView Wealth Management | 2.85% | Add +10.7% | 239,598 | $10.5M |
| Eq Wealth Advisors, LLC | 6.88% | Add +1.3% | 238,539 | $10.5M |
| Flow Traders U.S. LLC | 0.41% | New | 229,862 | $10.1M |
| Mariner, LLC | 0.01% | Reduce -58.1% | 228,749 | $10.0M |
| Bellevue Asset Management, LLC | 4.56% | Reduce -13.6% | 225,780 | $9.9M |
| Coign Capital Advisors LLC | 5.45% | Reduce -1.4% | 225,321 | $9.9M |
| Flagship Harbor Advisors, LLC | 0.41% | Add +4.8% | 212,858 | $9.3M |
| Apollon Wealth Management, LLC | 0.17% | Add +157.5% | 211,885 | $9.3M |
| Genesis Private Wealth, LLC | 3.90% | Add +1.1% | 211,182 | $9.3M |
| Marshall Wace, LLP | 0.01% | New | 211,035 | $9.3M |
| Investmark Advisory Group LLC | 4.00% | Reduce -2.9% | 210,215 | $9.2M |
| Clearview Wealth Advisors LLC | 5.87% | Add +5.2% | 208,911 | $9.2M |
| Thoroughbred Financial Services, LLC | 0.56% | Add +25.1% | 207,119 | $9.1M |
| AA Financial Advisors, LLC | 1.78% | Add +3.0% | 206,095 | $9.1M |
| Marshall Investment Management, LLC | 4.72% | New | 203,241 | $8.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +8.6% | 202,620 | $8.9M |
| BetterWealth, LLC | 2.11% | Add +0.1% | 201,332 | $8.8M |
| Smartleaf Asset Management LLC | 0.54% | Add +10.6% | 200,218 | $8.8M |
| Bridgewealth Advisory Group, LLC | 2.01% | Add +8.2% | 197,418 | $8.7M |
| Independent Financial Group, LLC | 0.20% | Add +19.5% | 193,665 | $8.5M |
| HBW Advisory Services LLC | 0.96% | Add +40.2% | 193,633 | $8.5M |
| Smith Thornton Advisors LLC | 4.45% | Add +4.7% | 193,183 | $8.5M |
| Centerline Wealth Advisors, LLC | 3.68% | Reduce -6.6% | 192,564 | $8.5M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +15.6% | 187,745 | $8.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +51.3% | 185,978 | $8.2M |
| Burford Brothers, Inc. | 3.49% | Reduce -5.9% | 185,703 | $8.2M |
| Brookstone Capital Management | 0.10% | Add +25.6% | 185,259 | $8.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +17.9% | 183,121 | $8.0M |
| Cary Street Partners Financial LLC | 0.21% | Reduce -1.9% | 182,827 | $8.0M |
| Swisher Financial Concepts, Inc. | 4.77% | Add +8.0% | 181,051 | $8.0M |
| Centaurus Financial, Inc. | 0.37% | Add +7.2% | 180,425 | $7.9M |
| tru Independence LLC | 1.98% | Add +7.4% | 173,932 | $7.6M |
| Oppenheimer & Co. Inc. | 0.09% | Add +5.1% | 173,144 | $7.6M |
| Natixis Advisors, LLC | 0.01% | Add +26.7% | 171,425 | $7.5M |
| Principal Securities, Inc. | 0.12% | Reduce -4.1% | 169,468 | $7.4M |
| Cozad Asset Management Inc. | 0.59% | Add +10.7% | 169,183 | $7.4M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +92.6% | 160,699 | $7.1M |
| MRWM Advisors, LLC | 4.04% | Add +9.4% | 161,696 | $7.1M |
| Vawter Financial, Ltd. | 3.21% | Add +2698.3% | 161,213 | $7.1M |
| Charter Capital Management, LLC\DE | 3.82% | Add +5.5% | 161,116 | $7.1M |
| Koshinski Asset Management, Inc. | 0.50% | Add +10.7% | 160,156 | $7.0M |
| Clear Creek Financial Management, LLC | 0.61% | Add +9.0% | 159,260 | $7.0M |
| Legacy Solutions, LLC | 6.21% | Reduce -0.5% | 157,302 | $6.9M |
| McCollum Christoferson Group LLC | 1.95% | New | 154,750 | $6.8M |
| WJ Wealth Management, LLC | 2.98% | New | 150,828 | $6.8M |
| Bleakley Financial Group, LLC | 0.16% | Add +5.5% | 153,918 | $6.8M |
| KPP Advisory Services LLC | 0.99% | New | 152,461 | $6.7M |
| Aprio Wealth Management, LLC | 0.66% | New | 150,958 | $6.6M |
| M.E. Allison & Co., Inc. | 4.62% | Add +12.4% | 150,408 | $6.6M |
| 5T Wealth, LLC | 2.87% | Add +11.0% | 149,868 | $6.6M |
| BlueChip Wealth Advisors LLC | 2.79% | Add +2.2% | 148,811 | $6.5M |
| Western Wealth Management, LLC | 0.34% | Add +7.8% | 147,762 | $6.5M |
| Guardian Wealth Advisors, LLC / NC | 0.42% | Add +12.1% | 147,070 | $6.5M |
| Forge Financial Services LLC | 2.98% | Add +5.6% | 143,868 | $6.4M |
| Allworth Financial LP | 0.03% | Add +1.6% | 143,735 | $6.3M |
| KWB Wealth | 0.69% | Add +30.8% | 154,440 | $6.3M |
| Warner Group LLC | 4.31% | — | 142,500 | $6.3M |
| Continuum Advisory, LLC | 0.64% | Add +20.3% | 137,854 | $6.1M |
| Total Clarity Wealth Management, Inc. | 1.58% | Add +5.4% | 134,989 | $5.9M |
| Olistico Wealth, LLC | 3.10% | Add +1.7% | 133,459 | $5.9M |
| Harpswell Capital Advisors, LLC | 5.53% | — | 132,100 | $5.8M |
| World Investment Advisors | 0.12% | Add +2.4% | 129,757 | $5.7M |
| IMG Wealth Management, Inc. | 3.82% | Add +14.8% | 128,590 | $5.6M |
| Flynn Zito Capital Management, LLC | 2.07% | New | 127,832 | $5.6M |
| Sigma Planning Corp | 0.16% | Add +17.0% | 125,882 | $5.5M |
| St Germain D J Co. Inc. | 0.22% | Reduce -0.3% | 124,672 | $5.5M |
| Cooper Financial Group | 0.60% | Reduce -2.5% | 124,019 | $5.4M |
| MAI Capital Management | 0.03% | Add +26.7% | 123,925 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +16.8% | 123,315 | $5.4M |
| Perennial Investment Advisors, LLC | 0.45% | Add +11.0% | 122,779 | $5.4M |
| CWS Financial Advisors, LLC | 1.49% | Add +2.8% | 122,341 | $5.4M |
| RPg Family Wealth Advisory, LLC | 1.17% | Add +0.9% | 121,601 | $5.3M |
| Everpar Advisors LLC | 2.11% | Add +14.2% | 121,291 | $5.3M |
| A&I Financial Services, LLC | 2.58% | Add +15.6% | 119,570 | $5.3M |
| Townsend Asset Management Corp. /NC/ | 1.87% | Reduce -8.5% | 119,868 | $5.3M |
| Ridgeline Wealth Planning, LLC | 3.92% | Add +2.5% | 118,876 | $5.2M |
| Beacon Financial Advisory LLC | 1.20% | Add +9.0% | 117,696 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +47.2% | 117,465 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +17.9% | 116,422 | $5.1M |
| Founders Financial Alliance, LLC | 0.96% | Add +1656.5% | 116,142 | $5.1M |
| Magnus Financial Group LLC | 0.40% | Add +2.0% | 115,958 | $5.1M |
| Kuhn & Co Investment Counsel | 4.00% | Reduce -6.2% | 115,152 | $5.1M |
| Leigh Baldwin & Co., LLC | 2.84% | Add +12.6% | 114,901 | $5.0M |
| Destiny Wealth Partners, LLC | 0.62% | Reduce -8.2% | 114,719 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -63.4% | 111,483 | $4.9M |
| Delta Investment Management, LLC | 0.85% | Reduce -2.6% | 108,124 | $4.7M |
| IFG Advisory, LLC | 0.21% | Add +73.9% | 107,636 | $4.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +31.0% | 106,754 | $4.7M |
| Entruity Wealth, LLC | 3.61% | Add +5.3% | 105,830 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.0% | 104,538 | $4.6M |
| Mgo One Seven LLC | 0.11% | Add +18.9% | 104,335 | $4.6M |
| Aurdan Capital Management, LLC | 1.45% | Add +7.0% | 103,474 | $4.5M |
| Nicholson Meyer Capital Management, Inc. | 3.47% | Add +5.3% | 102,835 | $4.5M |
| Accel Wealth Management | 1.30% | Add +93.3% | 101,492 | $4.5M |
| Lantz Financial LLC | 0.96% | Add +4.2% | 99,275 | $4.4M |
| Financial Management Network Inc. | 0.71% | Add +35.2% | 96,561 | $4.3M |
| Fearless Solutions, LLC dba Best Invest | 2.76% | Add +5.2% | 97,906 | $4.3M |
| Parsonex Advisory Services, Inc. | 2.81% | Add +2.8% | 94,034 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -75.8% | 92,100 | $4.0M |
| RFG Advisory, LLC | 0.08% | Reduce -7.1% | 92,020 | $4.0M |
| Hopwood Financial Services, Inc. | 2.65% | Reduce -0.2% | 90,380 | $4.0M |
| NWF Advisory Services Inc. | 0.42% | Reduce -26.9% | 87,661 | $3.9M |
| Essex Financial Services, Inc. | 0.23% | Add +60.5% | 87,267 | $3.8M |
| von Borstel & Associates, Inc. | 0.58% | New | 84,733 | $3.8M |
| Wayfinding Financial, LLC | 1.60% | Reduce -1.9% | 84,470 | $3.7M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +25.9% | 83,657 | $3.7M |
| Barclays PLC | 0.00% | New | 82,423 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -13.4% | 81,130 | $3.6M |
| Summit Financial, LLC | 0.05% | New | 80,654 | $3.5M |
| Parkside Investments, LLC | 0.44% | No change | 80,000 | $3.5M |
| Sunbelt Securities, Inc. | 0.24% | Reduce -0.4% | 79,946 | $3.5M |
| LeClair Wealth Partners LLC | 2.17% | Reduce -0.6% | 79,320 | $3.5M |
| Meridian Wealth Management, LLC | 0.13% | Add +8.9% | 79,258 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -14.3% | 75,970 | $3.3M |
| Synergy Investment Management, LLC | 1.23% | New | 73,118 | $3.2M |
| Wood Tarver Financial Group, LLC | 0.93% | Add +11.8% | 71,718 | $3.1M |
| Owen LaRue, LLC | 1.24% | Add +14.3% | 71,671 | $3.1M |
| Investment Planning Advisors, Inc. | 0.98% | Reduce -14.8% | 71,157 | $3.1M |
| Transcendent Capital Group LLC | 1.37% | Reduce -4.5% | 69,760 | $3.1M |
| IHT Wealth Management, LLC | 0.08% | Add +270.4% | 68,666 | $3.0M |
| Spire Wealth Management | 0.10% | Reduce -0.8% | 68,594 | $3.0M |
| Barrett & Company, Inc. | 1.02% | Add +5.3% | 67,798 | $3.0M |
| Signature Resources Capital Management, LLC | 1.62% | Add +3.0% | 67,274 | $3.0M |
| Kingsview Wealth Management, LLC | 0.04% | Add +144.8% | 64,913 | $2.9M |
| AlphaCore Capital LLC | 0.10% | Add +17.9% | 64,825 | $2.8M |
| Atlas Legacy Advisors, LLC | 0.55% | Add +52.3% | 64,468 | $2.8M |
| Anchor Investment Management, LLC | 0.23% | No change | 63,652 | $2.8M |
| Latitude Advisors, LLC | 1.27% | Add +16.1% | 63,258 | $2.8M |
| Signet Financial Management, LLC | 0.32% | Reduce -10.8% | 62,764 | $2.8M |
| CapWealth Advisors, LLC | 0.25% | Reduce -2.7% | 61,895 | $2.7M |
| Cerity Partners LLC | 0.00% | Reduce -7.6% | 61,689 | $2.7M |
| Lincoln Capital LLC | 0.51% | Add +5.3% | 60,934 | $2.7M |
| CENTRAL TRUST Co | 0.06% | Add +6.4% | 60,800 | $2.7M |
| Endeavor Private Wealth, Inc. | 0.82% | Add +8.2% | 60,734 | $2.7M |
| Seamount Financial Group Inc. | 1.24% | Add +11.9% | 59,588 | $2.6M |
| Fjell Capital, LLC | 2.30% | Reduce -6.5% | 59,576 | $2.6M |
| PKS Advisory Services, LLC | 0.60% | Add +17.5% | 59,157 | $2.6M |
| Convergence Financial, LLC | 0.39% | Reduce -5.5% | 58,386 | $2.6M |
| Venture Visionary Partners LLC | 0.09% | Add +31.9% | 58,142 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -12.4% | 57,028 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +106.9% | 56,278 | $2.5M |
| Quantinno Capital Management LP | 0.01% | Reduce -14.3% | 53,238 | $2.3M |
| Investment Advisory Services Inc. /TX | 0.70% | Add +4.8% | 50,910 | $2.2M |
| Financial Perspectives, Inc | 0.61% | Add +2.7% | 50,273 | $2.2M |
| Armstrong, Fleming & Moore, Inc | 1.05% | Reduce -1.2% | 49,821 | $2.2M |
| Gemmer Asset Management LLC | 0.17% | Reduce -0.4% | 49,304 | $2.2M |
| Blueprint Financial Advisors LLC | 0.46% | New | 48,826 | $2.1M |
| Blueprint Investment Partners LLC | 0.30% | New | 48,826 | $2.1M |
| Gries Financial LLC | 0.33% | Add +1.9% | 48,212 | $2.1M |
| Keystone Financial Group | 0.16% | Add +90.2% | 47,904 | $2.1M |
| Creative Planning | 0.00% | Add +72.5% | 47,291 | $2.1M |
| Bill Few Associates, Inc. | 0.53% | Add +1.1% | 47,045 | $2.1M |
| First Heartland Consultants, Inc. | 0.17% | Add +68.6% | 46,957 | $2.1M |
| Richards, Merrill & Peterson, Inc. | 0.89% | Add +12.2% | 46,893 | $2.1M |
| PCG Wealth Advisors, LLC | 0.59% | New | 46,405 | $2.0M |
| Fermata Advisors, LLC | 0.51% | Add +8.6% | 46,107 | $2.0M |
| Comerica Bank | 0.01% | Add +12.9% | 46,048 | $2.0M |
| Gateway Wealth Partners, LLC | 0.26% | Add +109.7% | 43,912 | $1.9M |
| Trinity Wealth Management, LLC | 0.72% | Add +12.4% | 43,880 | $1.9M |
| Warner Financial, Inc. | 0.70% | Add +17.7% | 42,649 | $1.9M |
| Win Advisors, Inc. | 0.91% | New | 42,407 | $1.9M |
| National Wealth Management Group, LLC | 0.69% | Add +45.2% | 41,928 | $1.8M |
| Tempus Wealth Planning, LLC | 0.42% | Reduce -24.2% | 41,439 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.21% | Reduce -8.3% | 40,530 | $1.8M |
| Mann Financial Group, Inc. | 1.75% | — | 40,318 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +21.9% | 39,914 | $1.8M |
| Kovack Advisors, Inc. | 0.17% | Add +32.3% | 39,877 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Add +8.3% | 39,614 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.13% | Reduce -11.3% | 38,268 | $1.7M |
| Fiduciary Alliance LLC | 0.12% | Reduce -0.8% | 39,135 | $1.7M |
| Oak Hill Wealth Advisors, LLC | 0.32% | Add +56.4% | 38,969 | $1.7M |
| Kintra Wealth, LLC | 0.95% | Reduce -1.5% | 38,535 | $1.7M |
| Absolute Capital Management, LLC | 0.72% | Reduce -19.7% | 38,263 | $1.7M |
| Nautilus Advisors LLC | 1.10% | Add +9.1% | 37,284 | $1.6M |
| Visionary Wealth Advisors | 0.08% | Add +194.2% | 37,066 | $1.6M |
| Pettyjohn, Wood & White, Inc. | 0.27% | Reduce -3.2% | 36,686 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +7.0% | 36,498 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +117.6% | 35,500 | $1.6M |
| Tradition Wealth Management, LLC | 0.12% | Add +1.9% | 35,447 | $1.6M |
| Trueblood Wealth Management, LLC | 0.60% | Add +1.5% | 35,202 | $1.5M |
| J Hagan Capital, Inc. | 0.93% | Add +19.1% | 35,032 | $1.5M |
| Rothschild Investment LLC | 0.08% | Add +12.2% | 34,010 | $1.5M |
| Pines Wealth Management, LLC | 0.50% | Reduce -2.5% | 33,955 | $1.5M |
| Lynch & Associates | 0.28% | Add +5.8% | 33,022 | $1.5M |
| MSH Capital Advisors LLC | 0.38% | Add +16.1% | 32,023 | $1.4M |
| Private Trust Co. NA | 0.12% | Add +3.7% | 32,001 | $1.4M |
| Roehl & Yi Investment Advisors, LLC | 0.60% | Add +104.3% | 36,549 | $1.4M |
| Peak Planning Group, LLC | 0.72% | Reduce -0.8% | 31,316 | $1.4M |
| OneAscent Financial Services LLC | 0.09% | Add +422.1% | 31,148 | $1.4M |
| LexAurum Advisors, LLC | 0.20% | Add +1.3% | 31,142 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Reduce -23.0% | 31,089 | $1.4M |
| United Advisor Group, LLC | 0.18% | Add +51.4% | 31,081 | $1.4M |
| Weil Company, Inc. | 0.32% | Reduce -0.5% | 30,158 | $1.3M |
| Professional Financial Advisors, LLC | 0.28% | Reduce -3.9% | 29,839 | $1.3M |
| Rather & Kittrell, Inc. | 0.23% | Add +47.7% | 29,514 | $1.3M |
| Summit Global Investments | 0.07% | Add +36.0% | 28,615 | $1.3M |
| Sittner & Nelson, LLC | 0.45% | Add +4.3% | 28,061 | $1.2M |
| Capital Management Associates, Inc | 0.33% | Add +1.4% | 27,820 | $1.2M |
| Lifeworks Advisors, LLC | 0.16% | Reduce -0.4% | 27,700 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +7.7% | 27,028 | $1.2M |
| Lodestone Wealth Management LLC | 0.53% | Add +3.0% | 27,000 | $1.2M |
| Richmond Investment Services, LLC | 0.22% | Add +19.1% | 26,515 | $1.2M |
| NavPoint Financial, Inc. | 0.60% | Add +2.3% | 26,178 | $1.1M |
| Silverlake Wealth Management LLC | 0.28% | Add +7.4% | 25,768 | $1.1M |
| McCarthy Asset Management, Inc. | 0.72% | Add +41.7% | 25,414 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.9% | 25,323 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Add +5.9% | 25,317 | $1.1M |
| Uptick Partners, LLC | 0.29% | No change | 25,154 | $1.1M |
| Aspire Growth Partners LLC | 0.80% | Reduce -5.7% | 25,041 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +50.7% | 24,489 | $1.1M |
| WealthTrak Capital Management LLC | 0.89% | New | 24,489 | $1.1M |
| CGN Advisors LLC | 0.09% | Add +30.7% | 24,385 | $1.1M |
| Norden Group LLC | 0.11% | No change | 24,362 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +21.0% | 23,981 | $1.1M |
| KOM Wealth Management Group, LLC | 0.79% | Add +6.8% | 23,899 | $1.0M |
| Cora Capital Advisors LLC | 0.44% | Add +138.1% | 23,644 | $1.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -4.5% | 23,589 | $1.0M |
| Nwam LLC | 0.05% | Add +7.6% | 22,556 | $1.0M |
| Wealthcare Capital Partners, LLC | 0.46% | Add +38.2% | 22,835 | $1.0M |
| Integrity Alliance, Llc. | 0.05% | Reduce -52.0% | 22,735 | $999K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +38.6% | 22,447 | $986K |
| Saxony Capital Management, LLC | 0.63% | Add +19.9% | 21,839 | $959K |
| Rehmann Capital Advisory Group | 0.05% | No change | 21,479 | $943K |
| Renaissance Technologies | 0.00% | Reduce -67.3% | 21,400 | $940K |
| Capital Planning LLC | 0.27% | No change | 21,073 | $926K |
| Westside Investment Management, Inc. | 0.15% | Add +21.1% | 20,771 | $912K |
| Harbor Investment Advisory, LLC | 0.08% | Add +126.5% | 20,753 | $911K |
| 180 Wealth Advisors, LLC | 0.11% | Add +2.2% | 20,744 | $911K |
| Fourpath Capital Management, LLC | 0.13% | Add +9.9% | 20,474 | $899K |
| Ashton Thomas Securities, LLC | 0.12% | No change | 19,911 | $874K |
| Pathstone Holdings, LLC | 0.00% | Add +169.8% | 19,430 | $853K |
| Hunter Associates Investment Management LLC | 0.12% | Add +1.6% | 19,414 | $853K |
| Brown Miller Wealth Management, LLC | 0.23% | No change | 18,666 | $820K |
| StoneX Group Inc. | 0.04% | Add +41.5% | 18,312 | $804K |
| Certior Financial Group, LLC | 0.53% | Reduce -3.6% | 17,936 | $788K |
| Carnegie Lake Advisors LLC | 0.30% | Add +32.0% | 17,916 | $787K |
| PFG Investments, LLC | 0.04% | New | 17,899 | $786K |
| Harmony Asset Management LLC | 0.27% | Reduce -6.7% | 17,749 | $780K |
| Arax Advisory Partners | 0.01% | Add +19.9% | 17,189 | $755K |
| Northwest Financial Advisors | 0.96% | Add +14.1% | 16,986 | $746K |
| Bank of Montreal | 0.00% | Reduce -2.8% | 16,871 | $741K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -19.4% | 16,831 | $739K |
| Choreo, LLC | 0.01% | No change | 16,826 | $739K |
| Advisory Alpha, LLC | 0.02% | Add +3.3% | 16,284 | $720K |
| Mascagni Wealth Management, Inc. | 0.56% | Add +3.4% | 16,396 | $720K |
| Signature Wealth Management Group | 0.28% | Add +0.1% | 16,349 | $718K |
| ORG Partners LLC | 0.13% | Add +46.9% | 14,490 | $716K |
| Keystone Financial Services, LLC | 0.50% | Add +1.1% | 16,236 | $713K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -1.8% | 15,901 | $698K |
| Cim, LLC | 0.09% | Reduce -1.0% | 15,884 | $698K |
| Ameriflex Group, Inc. | 0.25% | Add +737.6% | 15,420 | $677K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.23% | Add +0.0% | 14,865 | $677K |
| GTS Securities LLC | 0.03% | New | 15,338 | $674K |
| Vicus Capital | 0.05% | Add +11.7% | 15,243 | $669K |
| ORBA Wealth Advisors, L.L.C. | 0.55% | No change | 15,230 | $669K |
| Wealthgarden F.S. LLC | 0.48% | No change | 14,997 | $668K |
| Security Financial Services, INC. | 0.11% | Add +101.3% | 15,200 | $668K |
| M Holdings Securities, Inc. | 0.14% | Reduce -13.8% | 15,094 | $663K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.5% | 15,042 | $661K |
| RiverFront Investment Group, LLC | 0.01% | No change | 15,009 | $659K |
| International Assets Investment Management, LLC | 0.05% | No change | 16,216 | $652K |
| Bison Wealth, LLC | 0.06% | No change | 14,407 | $646K |
| Weatherly Asset Management L. P. | 0.05% | No change | 14,695 | $645K |
| Belpointe Asset Management LLC | 0.02% | No change | 14,631 | $643K |
| Melone Private Wealth, LLC | 0.29% | New | 14,500 | $637K |
| HFG Advisors, Inc. | 0.47% | Reduce -10.5% | 14,430 | $634K |
| Balboa Wealth Partners | 0.11% | Add +20.5% | 14,154 | $622K |
| RIA Advisory Group LLC | 0.16% | Reduce -1.7% | 14,088 | $619K |
| Lantern Wealth Advisors, LLC | 0.32% | Add +47.6% | 13,869 | $609K |
| Northern Trust Corp. | 0.00% | New | 13,847 | $608K |
| Trilogy Capital Inc. | 0.03% | Add +1.6% | 13,638 | $599K |
| Diversify Wealth Management, LLC | 0.03% | Add +71.5% | 12,951 | $581K |
| TCFG Wealth Management, LLC | 0.23% | Add +31.1% | 13,032 | $572K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.9% | 12,846 | $564K |
| Brookwood Investment Group LLC | 0.07% | Add +28.6% | 12,810 | $563K |
| Sard Wealth Management Group, LLC | 0.32% | No change | 12,600 | $553K |
| Faithward Advisors, LLC | 0.08% | Add +12.6% | 12,527 | $550K |
| WESPAC Advisors, LLC | 0.32% | New | 12,404 | $545K |
| Capital International Investors | 0.00% | Add +0.9% | 12,390 | $544K |
| Blue Zone Wealth Advisors, LLC | 0.11% | Add +22.3% | 12,278 | $539K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +1.4% | 12,020 | $528K |
| Processus Wealth & Capital Management, LLC | 0.37% | New | 11,759 | $516K |
| Tudor Financial Inc. | 0.27% | Add +16.0% | 11,368 | $499K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,324 | $497K |
| Cushing Capital Partners, LLC | 0.38% | No change | 11,075 | $486K |
| Dean, Jacobson Financial Services, LLC | 0.35% | New | 10,941 | $481K |
| High Falls Advisors, Inc | 0.10% | No change | 10,879 | $478K |
| Core Wealth Partners LLC | 0.22% | Add +73.7% | 10,806 | $475K |
| Bank of New York Mellon Corp | 0.00% | Add +4.2% | 10,651 | $468K |
| Regal Investment Advisors LLC | 0.03% | No change | 10,234 | $449K |
| Creative Financial Designs Inc. | 0.03% | Reduce -13.6% | 10,135 | $445K |
| Betterment LLC | 0.00% | Reduce -5.0% | 10,109 | $444K |
| Savvy Advisors, Inc. | 0.02% | New | 10,102 | $444K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 9,715 | $427K |
| Titleist Asset Management, LLC | 0.04% | Reduce -0.0% | 9,589 | $421K |
| Oxinas Partners, LLC | 0.22% | Reduce -41.1% | 9,556 | $420K |
| Commerce Bank | 0.00% | Add +10.3% | 9,475 | $416K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 9,469 | $416K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -0.8% | 9,458 | $415K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 8,960 | $394K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -4.6% | 8,954 | $393K |
| Prosperity Wealth Management, Inc. | 0.13% | Add +20.2% | 8,947 | $393K |
| CreativeOne Wealth, LLC | 0.01% | Add +31.8% | 8,919 | $392K |
| Duncan Williams Asset Management, LLC | 0.11% | Add +32.6% | 8,614 | $378K |
| MPWM Advisory Solutions, LLC | 0.22% | Add +6.2% | 8,396 | $369K |
| AQR Capital Management | 0.00% | New | 8,165 | $359K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 8,149 | $358K |
| CVFG LLC | 0.26% | Add +4.4% | 8,064 | $354K |
| Transcend Capital Advisors, LLC | 0.02% | New | 8,031 | $353K |
| Perigon Wealth Management, LLC | 0.01% | Add +12.5% | 7,758 | $341K |
| James J. Burns & Company, LLC | 0.05% | Add +24.5% | 7,627 | $335K |
| Florida Financial Advisors, LLC | 0.10% | New | 7,353 | $323K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +1.3% | 7,299 | $321K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 7,258 | $319K |
| Snowden Capital Advisors LLC | 0.01% | New | 7,011 | $308K |
| Prosperity Financial Group, Inc. | 0.11% | Add +3.5% | 6,753 | $297K |
| Jacobi Capital Management LLC | 0.02% | Add +23.0% | 6,728 | $295K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,721 | $295K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +11.7% | 6,700 | $294K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -2.9% | 6,631 | $291K |
| Intrua Financial, LLC | 0.03% | Add +12.8% | 6,610 | $290K |
| Insigneo Advisory Services, LLC | 0.02% | New | 6,585 | $289K |
| TrueWealth Advisors, LLC | 0.08% | New | 6,452 | $283K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -3.7% | 6,354 | $279K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,323 | $278K |
| Goldstone Financial Group, LLC | 0.03% | No change | 6,184 | $272K |
| Carson Advisory Inc. | 0.15% | Add +0.5% | 6,158 | $270K |
| CRA Financial Services, LLC | 0.04% | No change | 6,155 | $270K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +7.9% | 6,059 | $268K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 6,064 | $266K |
| FinDec Wealth Services, Inc. | 0.28% | Reduce -19.7% | 6,058 | $266K |
| Herold Advisors, Inc. | 0.06% | Reduce -33.2% | 6,034 | $265K |
| AE Wealth Management LLC | 0.00% | New | 5,993 | $263K |
| US Bancorp \de | 0.00% | Add +348.5% | 5,907 | $259K |
| Crown Wealth Group, LLC | 0.07% | No change | 5,658 | $248K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 5,634 | $247K |
| Hilltop Holdings Inc. | 0.01% | New | 5,606 | $246K |
| Guidance Capital, Inc. | 0.06% | New | 5,462 | $245K |
| First Trust Advisors LP | 0.00% | Add +6.7% | 5,527 | $243K |
| Root Financial Partners, LLC | 0.01% | New | 5,500 | $242K |
| Medallion Wealth Advisors, LLC | 0.08% | Add +11.8% | 5,416 | $238K |
| Advyzon Investment Management, LLC | 0.04% | No change | 5,231 | $230K |
| Sapient Capital LLC | 0.00% | Add +0.9% | 5,169 | $227K |
| High Net Worth Advisory Group LLC | 0.05% | New | 5,091 | $224K |
| Zions Bancorporation, National Association | 0.01% | No change | 5,000 | $220K |
| Bessemer Group Inc. | 0.00% | No change | 4,935 | $217K |
| CoreCap Advisors, LLC | 0.01% | Add +24.8% | 4,839 | $213K |
| Franklin Resources Inc. | 0.00% | New | 4,795 | $211K |
| QRG Capital Management, Inc. | 0.00% | New | 4,748 | $209K |
| XTX Topco Ltd | 0.01% | New | 4,728 | $208K |
| World Equity Group, Inc. | 0.05% | New | 4,663 | $205K |
| Aspen Capital Management, LLC | 0.05% | New | 4,578 | $201K |
| 4WEALTH Advisors, Inc. | 0.18% | New | 4,555 | $200K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | Add +0.1% | 4,096 | $180K |
| Citigroup Inc. | 0.00% | Add +209.4% | 4,047 | $178K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | Add +34.7% | 3,691 | $162K |
| Clearstead Advisors, LLC | 0.00% | Add +12.3% | 3,666 | $161K |
| Chilton Capital Management LLC | 0.00% | Add +1.4% | 3,142 | $138K |
| Operose Advisors LLC | 0.03% | No change | 3,100 | $136K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | Reduce -96.5% | 2,793 | $123K |
| Mather Group, Llc. | 0.00% | New | 2,761 | $121K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -12.0% | 2,705 | $119K |
| Lanark Financial, Inc. | 0.01% | Reduce -95.9% | 2,372 | $104K |
| CIBC Private Wealth Group LLC | 0.00% | Add +53.6% | 2,227 | $98K |
| WFA of San Diego, LLC | 0.06% | No change | 2,000 | $88K |
| Archer Investment Corp | 0.02% | Add +29.9% | 1,715 | $75K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.1% | 1,605 | $71K |
| CX Institutional | 0.00% | No change | 1,589 | $70K |
| Clear Investment Research, LLC | 0.09% | No change | 1,504 | $66K |
| Winch Advisory Services, LLC | 0.01% | Reduce -0.3% | 1,459 | $64K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 1,366 | $60K |
| Trust Co. of Vermont | 0.00% | No change | 1,266 | $56K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,235 | $55K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1,203 | $53K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,179 | $52K |
| Banco de Sabadell, S.A | 0.03% | No change | 1,162 | $51K |
| Larson Financial Group LLC | 0.00% | No change | 1,151 | $51K |
| GAMMA Investing LLC | 0.00% | No change | 1,141 | $50K |
| Fairscale Capital, LLC | 0.03% | No change | 1,134 | $50K |
| Whipplewood Advisors, LLC | 0.03% | Add +32.5% | 1,065 | $47K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,000 | $44K |
| FMR LLC | 0.00% | No change | 915 | $40K |
| Rossby Financial, LCC | 0.01% | No change | 904 | $40K |
| Trust Co | 0.00% | No change | 885 | $39K |
| Legacy Wealth Managment, LLC | 0.02% | Add +6171.4% | 878 | $39K |
| Fifth Third Bancorp | 0.00% | Add +285.9% | 683 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | New | 663 | $29K |
| MCF Advisors LLC | 0.00% | Add +10.7% | 634 | $28K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 602 | $26K |
| New Millennium Group LLC | 0.01% | Add +0.0% | 570 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +806.5% | 562 | $25K |
| Atlantic Union Bankshares Corp | 0.00% | New | 568 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 564 | $25K |
| Bokf, NA | 0.00% | New | 455 | $20K |
| Russell Investments Group, Ltd. | 0.00% | New | 425 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 420 | $18K |
| Hilltop National Bank | 0.00% | No change | 338 | $15K |
| Scarborough Advisors, LLC | 0.00% | No change | 300 | $13K |
| IAG Wealth Partners, LLC | 0.00% | No change | 257 | $11K |
| Wealthspire Advisors, LLC | 0.00% | New | 228 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -8.5% | 184 | $8K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.4% | 133 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 105 | $5K |
| Hantz Financial Services, Inc. | 0.00% | No change | 66 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | New | 54 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 17 | $747 |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.