Cap Group Growth EquityCGGRETF
13F holders, Q1 2026 (March 31)602holders −7
46new positions
47sold out
3famous investors
$40.18avg. 13F price*
At the end of Q1 2026, 602 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, down 7 from Q4 2025. 46 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($2.1B), Morgan Stanley ($1.2B) and Capital Group Private Client Services, Inc. ($1.1B). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2026)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $236.1M |
| Exits | 47 | $87.1M |
All 13F filers, Q4 2025 → Q1 2026: 57,920,472 shares bought and 8,855,258 shares sold, net +49,065,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 602 holders
| LPL Financial LLC | 0.56% | Add +15.8% | 52,561,577 | $2.1B |
| Morgan Stanley | 0.07% | Add +10.7% | 29,742,507 | $1.2B |
| Capital Group Private Client Services, Inc. | 18.40% | Add +13.0% | 27,158,074 | $1.1B |
| Wells Fargo & Company | 0.13% | Add +26.9% | 15,759,772 | $633.4M |
| Envestnet Asset Management Inc. | 0.17% | Add +15.4% | 15,336,462 | $616.4M |
| Bank of America Corp. | 0.04% | Add +10.3% | 14,193,836 | $570.5M |
| Raymond James Financial Inc. | 0.17% | Add +13.7% | 14,117,411 | $567.4M |
| Commonwealth Equity Services, LLC | 0.76% | Add +2.7% | 13,552,564 | $544.7M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +6.7% | 12,947,006 | $520.3M |
| Cetera Investment Advisers | 0.42% | Add +19.4% | 9,800,927 | $393.9M |
| Jones Financial Companies LLLP | 0.18% | Add +27.7% | 9,610,507 | $375.0M |
| Royal Bank of Canada | 0.06% | Add +30.1% | 8,428,060 | $338.7M |
| Osaic Holdings, Inc. | 0.45% | Add +12.4% | 7,708,938 | $309.8M |
| UBS Group AG | 0.04% | Add +3.9% | 5,440,963 | $218.7M |
| Forge Financial Services LLC | 21.96% | Add +3175.4% | 5,394,648 | $216.8M |
| Cambridge Investment Research Advisors, Inc. | 0.47% | Add +4.5% | 4,557,813 | $183.2M |
| Kestra Investment Management, LLC | 2.64% | Add +81.5% | 3,811,756 | $153.2M |
| MML Investors Services, LLC | 0.36% | Reduce -11.8% | 3,212,572 | $129.1M |
| JPMorgan Chase & Co. | 0.01% | Add +46.2% | 3,148,672 | $121.9M |
| Kestra Advisory Services, LLC | 0.46% | Add +17.3% | 3,021,423 | $121.4M |
| Advance Capital Management, Inc. | 4.36% | Add +239.5% | 2,860,148 | $114.9M |
| Benjamin Edwards Inc. | 1.05% | Add +251.9% | 2,634,776 | $105.9M |
| Signature Estate & Investment Advisors LLC | 2.03% | Reduce -5.4% | 2,491,382 | $100.1M |
| Stifel Financial Corp. | 0.09% | Add +4.0% | 2,433,904 | $97.8M |
| &partners | 0.45% | Add +8.1% | 2,239,454 | $90.1M |
| Independent Advisor Alliance | 0.95% | New | 2,196,342 | $88.3M |
| Private Advisor Group, LLC | 0.39% | Add +5.6% | 2,093,186 | $84.1M |
| Cwm, LLC | 0.21% | Reduce -11.2% | 2,002,105 | $80.5M |
| Baird Financial Group, Inc. | 0.13% | Add +8.4% | 1,999,359 | $80.4M |
| Merit Financial Group, LLC | 0.57% | Add +6.0% | 1,910,571 | $76.8M |
| Sei Investments Co. | 0.07% | Add +15.3% | 1,836,814 | $73.8M |
| WNY Asset Management, LLC | 7.50% | — | 1,804,970 | $72.5M |
| Valmark Advisers, Inc. | 0.78% | Add +85.9% | 1,623,062 | $65.2M |
| NewEdge Advisors, LLC | 0.22% | Add +3.4% | 1,509,552 | $60.7M |
| Aprio Wealth Management, LLC | 3.19% | Add +12.5% | 1,453,353 | $58.4M |
| Prospera Financial Services Inc | 0.93% | Add +10.2% | 1,440,378 | $57.9M |
| Johnson Bixby & Associates, LLC | 7.10% | Add +2.1% | 1,424,119 | $57.2M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -34.0% | 1,400,678 | $56.6M |
| New England Capital Financial Advisors LLC | 15.33% | Reduce -2.0% | 1,393,637 | $56.0M |
| Rockefeller Capital Management L.P. | 0.10% | Add +7.8% | 1,389,920 | $55.9M |
| Great Valley Advisor Group, Inc. | 0.97% | Add +10.0% | 1,324,519 | $53.2M |
| Captrust Financial Advisors | 0.09% | Add +10.2% | 1,311,860 | $52.7M |
| Janney Montgomery Scott LLC | 0.12% | Add +19.0% | 1,215,680 | $48.9M |
| Confluence Wealth Services, Inc. | 1.81% | Add +5.8% | 1,163,050 | $46.7M |
| Adamsbrown Wealth Consultants LLC | 11.45% | Add +3.7% | 1,077,772 | $43.3M |
| Equitable Holdings, Inc. | 0.28% | Add +42.6% | 980,811 | $43.2M |
| JSF Financial, LLC | 8.38% | Add +21.8% | 1,063,800 | $42.8M |
| Concurrent Investment Advisors, LLC | 0.44% | Reduce -18.6% | 1,012,061 | $40.7M |
| Summit Investment Advisory Services, LLC | 13.89% | Add +8.3% | 930,119 | $37.4M |
| D.A. Davidson & Co. | 0.22% | Add +7.9% | 905,700 | $36.4M |
| Harbour Investments, Inc. | 0.54% | Add +34.1% | 874,408 | $35.1M |
| Susquehanna International Group, LLP | 0.04% | New | 837,377 | $33.7M |
| Barnes Pettey Financial Advisors, LLC | 14.45% | Add +2.0% | 824,935 | $33.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.03% | Add +4.0% | 808,098 | $32.5M |
| National Bank of Canada | 0.03% | New | 800,000 | $32.2M |
| Ergawealth Advisors, Inc. | 13.62% | Add +6.6% | 766,282 | $30.8M |
| Eclectic Associates Inc. | 4.08% | Add +8.1% | 764,300 | $30.7M |
| Haverford Trust Co | 0.27% | Add +2.1% | 743,743 | $29.9M |
| Cerity Partners LLC | 0.04% | Add +593.1% | 741,529 | $29.8M |
| Wealth Science Advisors LLC | 16.70% | No change | 667,396 | $29.7M |
| AA Financial Advisors, LLC | 4.15% | Add +95.6% | 733,484 | $29.5M |
| HighPoint Advisor Group LLC | 1.22% | Add +13.1% | 725,845 | $29.2M |
| Assetmark, Inc. | 0.06% | Add +26.3% | 703,381 | $28.3M |
| Truist Financial Corp. | 0.04% | Reduce -14.6% | 688,877 | $27.7M |
| Barclays PLC | 0.01% | Add +206.9% | 661,865 | $26.6M |
| Tribridge Partners Financial LLC | 10.96% | Add +3.6% | 655,495 | $26.5M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +5.8% | 647,731 | $26.0M |
| IAM Advisory, LLC | 5.57% | Reduce -1.9% | 618,177 | $24.8M |
| Focus Partners Wealth | 0.03% | Reduce -0.8% | 602,177 | $24.2M |
| IFP Advisors, Inc | 0.48% | Add +28.6% | 570,490 | $22.9M |
| Valley National Advisers Inc. | 2.94% | New | 564,725 | $22.7M |
| Geneos Wealth Management Inc. | 0.52% | Reduce -53.8% | 554,586 | $22.3M |
| Sanctuary Advisors, LLC | 0.12% | Add +0.8% | 531,603 | $21.4M |
| J. Derek Lewis & Associates Inc. | 4.65% | Add +9.2% | 514,130 | $20.7M |
| Mutual Advisors, LLC | 0.44% | Add +24.1% | 513,200 | $20.6M |
| DAVENPORT & Co LLC | 0.11% | Add +8.8% | 505,438 | $20.3M |
| Greenbush Financial Group, LLC | 6.61% | Reduce -10.8% | 496,413 | $20.0M |
| Financial Council, LLC | 7.53% | Add +5.7% | 485,720 | $19.5M |
| HighTower Advisors, LLC | 0.02% | Add +3.0% | 485,581 | $19.5M |
| Strategic Blueprint, LLC | 1.12% | Add +5.8% | 481,031 | $19.3M |
| Kestra Private Wealth Services, LLC | 0.23% | Reduce -0.1% | 473,147 | $19.0M |
| AdvisorNet Financial, Inc | 0.98% | Reduce -9.0% | 471,321 | $18.9M |
| Challenger Wealth Management | 14.26% | Add +0.3% | 444,185 | $17.9M |
| Old National Bancorp | 0.30% | New | 443,655 | $17.8M |
| Stephens Inc. | 0.22% | Add +44.3% | 441,078 | $17.7M |
| Alpha Financial Advisors, LLC | 5.38% | Add +1.3% | 436,542 | $17.5M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -40.2% | 419,902 | $17.0M |
| Blair William & Co. | 0.05% | Add +5.8% | 421,674 | $16.9M |
| Hartmann Taylor Wealth Management, LLC | 10.93% | Add +2.8% | 411,209 | $16.5M |
| Kera Capital Partners, Inc. | 2.02% | Add +2.5% | 409,768 | $16.5M |
| Stonebridge Financial Group, LLC | 1.35% | Add +15.5% | 407,484 | $16.4M |
| Capital Analysts, LLC | 0.43% | Add +31.9% | 407,450 | $16.4M |
| Mission Wealth Management, LP | 0.34% | Reduce -2.0% | 404,367 | $16.3M |
| Exencial Wealth Advisors, LLC | 0.50% | Add +0.7% | 401,245 | $16.1M |
| Main Line Retirement Advisors, LLC | 7.82% | Add +1.9% | 389,628 | $15.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +2.8% | 388,819 | $15.6M |
| Kingswood Wealth Advisors, LLC | 0.74% | Reduce -16.8% | 387,536 | $15.6M |
| Souders Financial Advisors | 1.76% | Add +8.2% | 384,130 | $15.4M |
| Mariner, LLC | 0.02% | Add +43.6% | 371,217 | $14.9M |
| Founders Financial Securities LLC | 0.84% | Add +17.9% | 353,320 | $14.9M |
| Michael Brady & Co., LLC | 14.91% | Reduce -0.0% | 369,376 | $14.8M |
| Mason Investment Advisory Services, Inc. | 0.68% | Add +28.4% | 365,075 | $14.7M |
| Natixis Advisors, LLC | 0.02% | Add +34.3% | 359,547 | $14.4M |
| Ferguson Shapiro LLC | 4.38% | Add +9.1% | 357,687 | $14.4M |
| Integrity Advisory Solutions, LLC | 1.86% | Add +3.7% | 349,544 | $14.0M |
| Midwest Heritage Bank, FSB | 4.33% | Add +21.8% | 335,735 | $13.5M |
| Oppenheimer & Co. Inc. | 0.16% | Add +18.5% | 326,090 | $13.1M |
| Gutierrez Wealth Advisory, LLC | 8.13% | Add +2.0% | 325,704 | $13.1M |
| Smith, Moore & Co. | 0.95% | Add +3.4% | 323,580 | $13.0M |
| EverSource Wealth Advisors, LLC | 0.39% | Add +7.2% | 321,269 | $12.9M |
| Per Stirling Capital Management, LLC. | 1.40% | Reduce -41.5% | 315,740 | $12.7M |
| Ballew Advisors, Inc | 7.06% | Add +1.9% | 297,955 | $12.5M |
| Daymark Wealth Partners, LLC | 0.39% | Reduce -12.9% | 308,594 | $12.4M |
| McCollum Christoferson Group LLC | 3.61% | Add +83.1% | 315,023 | $12.0M |
| WealthCare Investment Partners, LLC | 3.32% | Reduce -0.2% | 292,161 | $12.0M |
| LongView Wealth Management | 2.97% | Add +5.1% | 271,800 | $11.8M |
| Bedel Financial Consulting, Inc. | 1.34% | Add +2.8% | 289,582 | $11.6M |
| Sovran Advisors, LLC | 0.91% | Add +4.0% | 259,595 | $11.6M |
| CLG LLC | 2.86% | Reduce -17.0% | 286,676 | $11.5M |
| Strategic Family Wealth Counselors, L.L.C. | 3.01% | Add +1.5% | 284,779 | $11.4M |
| Jane Street Group, LLC | 0.01% | New | 283,385 | $11.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.39% | Add +1.9% | 282,987 | $11.4M |
| Armor Investment Advisors, LLC | 4.05% | Add +9.7% | 279,581 | $11.2M |
| Financial Security Advisor, Inc. | 1.96% | Reduce -86.7% | 265,255 | $10.7M |
| KPP Advisory Services LLC | 1.55% | Add +53.6% | 265,207 | $10.7M |
| Apollon Wealth Management, LLC | 0.17% | Add +7.7% | 264,661 | $10.6M |
| Advisory Services Network, LLC | 0.14% | Reduce -4.3% | 263,461 | $10.6M |
| Thoroughbred Financial Services, LLC | 0.62% | Add +9.6% | 259,971 | $10.4M |
| Eq Wealth Advisors, LLC | 6.01% | Add +5.4% | 255,908 | $10.3M |
| Investments & Financial Planning, LLC | 5.60% | Add +2.2% | 255,784 | $10.3M |
| Bellevue Asset Management, LLC | 5.07% | Add +8.8% | 252,261 | $10.1M |
| Gateway Wealth Partners, LLC | 0.39% | Add +310.9% | 248,913 | $10.0M |
| Coign Capital Advisors LLC | 5.23% | Add +5.6% | 247,579 | $10.0M |
| Beacon Financial Group | 0.99% | Reduce -18.6% | 246,293 | $9.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +16.8% | 243,282 | $9.8M |
| rebel Financial LLC | 4.23% | Add +2.1% | 242,614 | $9.8M |
| HBW Advisory Services LLC | 1.03% | Add +3.7% | 242,036 | $9.7M |
| Smartleaf Asset Management LLC | 0.34% | Add +11.2% | 245,679 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.2% | 235,553 | $9.5M |
| Flagship Harbor Advisors, LLC | 0.42% | Add +7.4% | 235,402 | $9.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +9.9% | 233,296 | $9.4M |
| Dean, Jacobson Financial Services, LLC | 5.74% | Add +22.9% | 232,555 | $9.3M |
| Bridgewealth Advisory Group, LLC | 1.93% | Add +9.9% | 232,042 | $9.3M |
| Clear Creek Financial Management, LLC | 0.71% | Add +34.2% | 230,770 | $9.3M |
| Genesis Private Wealth, LLC | 2.88% | Add +0.3% | 227,813 | $9.2M |
| KWB Wealth | 0.88% | Reduce -0.9% | 201,094 | $8.9M |
| Independent Financial Group, LLC | 0.20% | Reduce -4.2% | 221,660 | $8.9M |
| Flynn Zito Capital Management, LLC | 2.82% | Add +56.8% | 219,960 | $8.8M |
| Sagespring Wealth Partners, LLC | 0.16% | Reduce -66.2% | 215,577 | $8.7M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +66.3% | 214,997 | $8.6M |
| tru Independence LLC | 4.27% | Add +9.9% | 214,628 | $8.6M |
| BetterWealth, LLC | 1.68% | Add +3.8% | 213,461 | $8.6M |
| Menora Mivtachim Holdings LTD. | 0.04% | No change | 209,512 | $8.4M |
| Boyer Financial Services, Inc. | 8.88% | Add +9.1% | 208,377 | $8.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +264.5% | 206,516 | $8.3M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -3.3% | 206,405 | $8.3M |
| Burford Brothers, Inc. | 3.39% | Add +6.5% | 205,582 | $8.3M |
| Smith Thornton Advisors LLC | 4.15% | Add +4.2% | 204,980 | $8.2M |
| Western Wealth Management, LLC | 0.31% | Add +25.2% | 204,452 | $8.2M |
| Investmark Advisory Group LLC | 3.46% | Reduce -3.4% | 201,051 | $8.1M |
| Cozad Asset Management Inc. | 0.62% | Add +10.9% | 196,567 | $7.9M |
| APS Management Group, Inc. | 6.57% | Add +20.5% | 190,946 | $7.7M |
| World Investment Advisors | 0.12% | Add +17.4% | 190,691 | $7.7M |
| Troutman Wealth Management, LLC | 6.34% | Add +1.0% | 189,129 | $7.6M |
| MRWM Advisors, LLC | 4.12% | Add +5.1% | 188,998 | $7.6M |
| Swisher Financial Concepts, Inc. | 4.25% | Reduce -0.5% | 188,927 | $7.6M |
| Principal Securities, Inc. | 0.11% | Add +5.9% | 186,892 | $7.5M |
| MAI Capital Management | 0.04% | Add +28.1% | 185,969 | $7.5M |
| Stewardship Concepts Financial Services LLC | 5.74% | Add +7.6% | 182,371 | $7.3M |
| Charter Capital Management, LLC\DE | 3.56% | Add +3.7% | 176,789 | $7.1M |
| Koshinski Asset Management, Inc. | 0.44% | Add +2.3% | 173,780 | $7.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +26.7% | 172,735 | $6.9M |
| Atria Investments, Inc | 0.08% | Add +21.4% | 171,538 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +13.4% | 169,546 | $6.8M |
| Tradition Wealth Management, LLC | 0.48% | Add +374.7% | 169,022 | $6.8M |
| M.E. Allison & Co., Inc. | 4.49% | Add +5.4% | 167,980 | $6.8M |
| OneDigital Investment Advisors LLC | 0.07% | Add +197.4% | 167,855 | $6.7M |
| Centaurus Financial, Inc. | 0.32% | Add +1.2% | 167,575 | $6.7M |
| Vawter Financial, Ltd. | 2.83% | Add +3.1% | 167,360 | $6.7M |
| Bleakley Financial Group, LLC | 0.10% | Add +8.8% | 162,468 | $6.5M |
| Legacy Solutions, LLC | 6.05% | Add +6.7% | 162,397 | $6.5M |
| Nicholson Meyer Capital Management, Inc. | 5.00% | Add +49.9% | 162,116 | $6.5M |
| Guardian Wealth Advisors, LLC / NC | 0.41% | Add +6.0% | 161,517 | $6.5M |
| Olistico Wealth, LLC | 3.20% | Add +12.7% | 161,380 | $6.5M |
| Vigil Wealth Management, LLC | 5.23% | Add +22.7% | 161,132 | $6.5M |
| Sigma Planning Corp | 0.18% | Add +17.1% | 158,333 | $6.4M |
| 5T Wealth, LLC | 2.50% | Reduce -2.0% | 157,655 | $6.3M |
| Evolve Private Wealth, LLC | 0.33% | Reduce -1.7% | 154,294 | $6.2M |
| Ridgeline Wealth Planning, LLC | 4.53% | Add +0.9% | 154,221 | $6.2M |
| Continuum Advisory, LLC | 0.58% | Add +2.8% | 151,697 | $6.1M |
| Total Clarity Wealth Management, Inc. | 1.43% | Add +6.4% | 151,093 | $6.1M |
| Perennial Investment Advisors, LLC | 0.47% | Add +3.5% | 147,271 | $5.9M |
| NewCorp Financial Services, Inc. | 5.12% | Add +0.5% | 146,955 | $5.9M |
| Lantz Financial LLC | 1.21% | Add +4.2% | 145,770 | $5.9M |
| PFG Advisors | 0.29% | Add +8.5% | 145,683 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +5.2% | 144,200 | $5.8M |
| BlueChip Wealth Advisors LLC | 2.54% | Reduce -8.8% | 143,737 | $5.8M |
| Leigh Baldwin & Co., LLC | 3.67% | Add +10.1% | 141,051 | $5.7M |
| Allworth Financial LP | 0.02% | Add +3.1% | 140,248 | $5.6M |
| A&I Financial Services, LLC | 2.67% | Add +12.9% | 140,157 | $5.6M |
| Financial Management Network Inc. | 0.86% | Add +24.0% | 133,991 | $5.6M |
| Founders Financial Alliance, LLC | 0.99% | Add +7.0% | 137,081 | $5.5M |
| CWS Financial Advisors, LLC | 1.38% | Add +6.6% | 134,099 | $5.4M |
| Accel Wealth Management | 1.39% | Add +6.8% | 133,035 | $5.3M |
| Kuhn & Co Investment Counsel | 3.44% | Add +8.4% | 132,701 | $5.3M |
| Summit Financial, LLC | 0.07% | Add +68.7% | 129,163 | $5.2M |
| BNB Wealth Management, LLC | 3.31% | Add +7.2% | 128,209 | $5.2M |
| Townsend Asset Management Corp. /NC/ | 1.85% | Add +9.6% | 127,073 | $5.1M |
| Magnus Financial Group LLC | 0.42% | Add +8.9% | 126,889 | $5.1M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +12.3% | 126,808 | $5.1M |
| Calton & Associates, Inc. | 0.73% | Reduce -0.0% | 126,668 | $5.1M |
| Mgo One Seven LLC | 0.10% | Add +3.2% | 126,417 | $5.1M |
| Compton Financial Group, LLC | 1.11% | New | 125,306 | $5.0M |
| Cooper Financial Group | 0.49% | Add +3.7% | 120,322 | $4.8M |
| Beacon Financial Advisory LLC | 1.09% | Reduce -3.0% | 119,851 | $4.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +25.6% | 119,582 | $4.8M |
| Destiny Wealth Partners, LLC | 0.51% | Add +1.5% | 114,939 | $4.6M |
| RPg Family Wealth Advisory, LLC | 0.96% | Reduce -4.6% | 114,397 | $4.6M |
| Essex Financial Services, Inc. | 0.25% | Add +8.2% | 112,428 | $4.5M |
| Cary Street Partners Financial LLC | 0.11% | Reduce -39.7% | 110,931 | $4.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +10.8% | 110,829 | $4.5M |
| SG Americas Securities, LLC | 0.00% | New | 110,700 | $4.4M |
| Parsonex Advisory Services, Inc. | 4.30% | Reduce -1.6% | 109,521 | $4.4M |
| NWF Advisory Services Inc. | 0.49% | Reduce -2.5% | 108,937 | $4.4M |
| St Germain D J Co. Inc. | 0.17% | Reduce -2.0% | 108,892 | $4.4M |
| Entruity Wealth, LLC | 2.94% | Add +1.3% | 107,780 | $4.3M |
| Venture Visionary Partners LLC | 0.14% | Add +6.0% | 107,746 | $4.3M |
| Delta Investment Management, LLC | 0.77% | Add +3.7% | 107,132 | $4.3M |
| Ameritas Advisory Services, LLC | 0.17% | Add +3.5% | 107,063 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.6% | 105,956 | $4.3M |
| IMG Wealth Management, Inc. | 2.62% | Reduce -22.4% | 102,305 | $4.1M |
| True Blue Financial, LLC | 3.21% | Add +16.5% | 101,191 | $4.1M |
| Aurdan Capital Management, LLC | 1.21% | Reduce -1.0% | 100,636 | $4.0M |
| Fearless Solutions, LLC dba Best Invest | 2.41% | Add +0.3% | 99,172 | $4.0M |
| Harpswell Capital Advisors, LLC | 2.92% | Add +23.6% | 97,515 | $3.9M |
| Bravera Wealth | 1.75% | Add +16.8% | 96,645 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +5.5% | 96,407 | $3.9M |
| IHT Wealth Management, LLC | 0.09% | Add +32.1% | 94,279 | $3.8M |
| Brookstone Capital Management | 0.04% | Reduce -45.5% | 94,084 | $3.8M |
| Hopwood Financial Services, Inc. | 2.53% | Reduce -0.0% | 93,303 | $3.7M |
| Cassady Wealth & Retirement Planning, LLC | 1.87% | Add +39.0% | 80,980 | $3.6M |
| Wood Tarver Financial Group, LLC | 1.00% | Add +16.7% | 89,872 | $3.6M |
| PKS Advisory Services, LLC | 0.82% | Add +14.2% | 88,070 | $3.5M |
| Oxinas Partners, LLC | 1.61% | Add +6.6% | 87,793 | $3.5M |
| Colonial River Investments, LLC | 1.26% | Reduce -69.1% | 87,761 | $3.5M |
| Kintra Wealth, LLC | 0.25% | Add +88.9% | 87,315 | $3.5M |
| Spire Wealth Management | 0.12% | Add +10.4% | 87,133 | $3.5M |
| Richards, Merrill & Peterson, Inc. | 1.25% | Add +21.4% | 84,742 | $3.4M |
| Sunbelt Securities, Inc. | 0.21% | Add +3.9% | 83,773 | $3.4M |
| Blueprint Investment Partners LLC | 0.34% | Add +11.9% | 82,197 | $3.3M |
| Meridian Wealth Management, LLC | 0.12% | Add +2.1% | 82,084 | $3.3M |
| Two Sigma Investments, LP | 0.00% | New | 81,700 | $3.3M |
| Silver Oak Securities, Incorporated | 0.24% | New | 81,059 | $3.3M |
| Alchemi Wealth, LLC | 1.80% | Add +2.2% | 80,889 | $3.3M |
| Expressive Wealth LLC | 3.10% | Reduce -23.0% | 70,645 | $3.2M |
| Hopwood Nicholas Hunter | 1.03% | Add +17.3% | 80,721 | $3.2M |
| Parkside Investments, LLC | 0.39% | No change | 80,000 | $3.2M |
| Endeavor Private Wealth, Inc. | 0.92% | Add +21.2% | 79,864 | $3.2M |
| Wayfinding Financial, LLC | 1.39% | Reduce -1.4% | 79,577 | $3.2M |
| Merited Wealth, LLC | 2.62% | Reduce -4.2% | 78,709 | $3.2M |
| RFG Advisory, LLC | 0.06% | Reduce -2.9% | 78,626 | $3.2M |
| National Wealth Management Group, LLC | 1.18% | Add +34.8% | 78,500 | $3.2M |
| Seamount Financial Group Inc. | 1.42% | Add +22.1% | 78,317 | $3.1M |
| Latitude Advisors, LLC | 1.42% | Add +14.4% | 77,068 | $3.1M |
| Selby Wealth Management, LLC | 1.21% | Add +12.6% | 76,627 | $3.1M |
| Fifth Third Bancorp | 0.01% | Add +11092.7% | 76,446 | $3.1M |
| Timmons Wealth Management, LLC | 2.89% | Add +4.6% | 75,832 | $3.0M |
| Barrett & Company, Inc. | 1.03% | Add +5.4% | 74,704 | $3.0M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +19.8% | 74,269 | $3.0M |
| Transcendent Capital Group LLC | 1.36% | Add +8.1% | 74,215 | $3.0M |
| Synergy Investment Management, LLC | 0.97% | Add +1.7% | 73,658 | $3.0M |
| Blueprint Financial Advisors LLC | 0.43% | Add +4.4% | 73,032 | $2.9M |
| Tudor Investment Corporation | 0.02% | New | 72,761 | $2.9M |
| Atlas Legacy Advisors, LLC | 0.53% | Add +3.5% | 72,664 | $2.9M |
| Worthington Financial Partners, LLC | 2.50% | Reduce -5.9% | 72,362 | $2.9M |
| Signature Resources Capital Management, LLC | 1.38% | Add +5.9% | 72,281 | $2.9M |
| Diversify Wealth Management, LLC | 0.05% | Add +252.0% | 65,604 | $2.9M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2.18% | Add +10.2% | 71,509 | $2.9M |
| Investment Planning Advisors, Inc. | 0.78% | Reduce -2.9% | 70,747 | $2.8M |
| Bill Few Associates, Inc. | 0.66% | Add +25.9% | 68,571 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -8.4% | 67,550 | $2.7M |
| Anchor Investment Management, LLC | 0.23% | No change | 67,512 | $2.7M |
| Fjell Capital, LLC | 2.07% | Add +14.0% | 67,069 | $2.7M |
| Arkadios Wealth Advisors | 0.04% | Add +108.5% | 66,504 | $2.7M |
| Keystone Financial Group | 0.18% | Add +28.5% | 66,088 | $2.7M |
| Arax Advisory Partners | 0.07% | Add +503.9% | 65,248 | $2.6M |
| Lincoln Capital LLC | 0.49% | Reduce -2.1% | 64,960 | $2.6M |
| Quantinno Capital Management LP | 0.00% | Reduce -10.4% | 64,133 | $2.6M |
| Roehl & Yi Investment Advisors, LLC | 0.96% | Add +56.0% | 68,481 | $2.6M |
| Lynch & Associates | 0.45% | Add +56.7% | 59,452 | $2.4M |
| CapWealth Advisors, LLC | 0.21% | Reduce -2.1% | 59,063 | $2.4M |
| AlphaCore Capital LLC | 0.06% | Reduce -11.4% | 58,416 | $2.3M |
| Nwam LLC | 0.13% | Add +112.0% | 57,045 | $2.3M |
| Rothschild Investment LLC | 0.12% | Add +49.9% | 56,489 | $2.3M |
| Kovack Advisors, Inc. | 0.12% | Add +11.5% | 55,594 | $2.3M |
| Cora Capital Advisors LLC | 0.74% | Add +11.1% | 55,369 | $2.2M |
| Investment Advisory Services Inc. /TX | 0.71% | Add +4.3% | 55,293 | $2.2M |
| Renaissance Technologies | 0.00% | Add +513.3% | 55,200 | $2.2M |
| Financial Perspectives, Inc | 0.61% | Add +4.6% | 54,333 | $2.2M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +23.3% | 48,307 | $2.2M |
| Trinity Wealth Management, LLC | 0.79% | Add +17.4% | 53,242 | $2.1M |
| Warner Financial, Inc. | 0.72% | Add +5.7% | 52,367 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +58.8% | 52,338 | $2.1M |
| Visionary Wealth Advisors | 0.09% | Add +2.2% | 52,165 | $2.1M |
| Gemmer Asset Management LLC | 0.16% | Add +3.8% | 51,435 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.06% | New | 51,260 | $2.1M |
| Signet Financial Management, LLC | 0.23% | Reduce -7.5% | 51,232 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +31.9% | 50,788 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +31.1% | 50,565 | $2.0M |
| Armstrong, Fleming & Moore, Inc | 0.85% | No change | 50,028 | $2.0M |
| Everpar Advisors LLC | 0.68% | Reduce -15.8% | 49,494 | $2.0M |
| Modern Wealth Management, LLC | 0.03% | Add +10.3% | 48,830 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1677.7% | 47,910 | $1.9M |
| Trueblood Wealth Management, LLC | 0.75% | Add +11.2% | 47,671 | $1.9M |
| Sittner & Nelson, LLC | 0.68% | Add +29.8% | 46,226 | $1.9M |
| Saxony Capital Management, LLC | 1.06% | Add +10.7% | 45,503 | $1.8M |
| Crux Wealth Advisors | 0.70% | Add +5.9% | 45,187 | $1.8M |
| Richmond Investment Services, LLC | 0.29% | Add +13.3% | 44,977 | $1.8M |
| Storen Legacy Partners, LLC | 0.55% | Reduce -85.6% | 43,796 | $1.8M |
| Creative Planning | 0.00% | Reduce -5.4% | 43,168 | $1.7M |
| Fermata Advisors, LLC | 0.39% | Reduce -7.9% | 43,117 | $1.7M |
| Fiduciary Alliance LLC | 0.10% | Reduce -1.6% | 37,922 | $1.7M |
| GTS Securities LLC | 0.06% | New | 40,751 | $1.6M |
| Strategic Financial Concepts, LLC | 0.40% | Add +63.4% | 40,578 | $1.6M |
| Weil Company, Inc. | 0.37% | Add +11.0% | 40,528 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +8.6% | 39,858 | $1.6M |
| Mann Financial Group, Inc. | 1.50% | Reduce -0.5% | 39,750 | $1.6M |
| Absolute Capital Management, LLC | 0.52% | Add +4.6% | 39,308 | $1.6M |
| Junk Investment Group, LLC | 0.83% | — | 39,152 | $1.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.65% | Add +16.2% | 39,000 | $1.6M |
| Centerline Wealth Advisors, LLC | 0.56% | Reduce -45.4% | 38,729 | $1.6M |
| Nautilus Advisors LLC | 1.07% | Add +0.6% | 38,724 | $1.6M |
| MSH Capital Advisors LLC | 0.32% | Reduce -3.1% | 37,446 | $1.5M |
| Owen LaRue, LLC | 0.57% | Reduce -44.6% | 36,875 | $1.5M |
| Pettyjohn, Wood & White, Inc. | 0.23% | Add +1.7% | 36,626 | $1.5M |
| Integrity Alliance, Llc. | 0.06% | Reduce -31.6% | 36,314 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.9% | 36,297 | $1.5M |
| Westside Investment Management, Inc. | 0.22% | Add +30.3% | 36,271 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +17.9% | 36,140 | $1.5M |
| Tempus Wealth Planning, LLC | 0.33% | Reduce -0.9% | 36,058 | $1.4M |
| J Hagan Capital, Inc. | 0.76% | Add +10.4% | 35,154 | $1.4M |
| Platt Wealth Management LLC | 1.34% | Add +55.9% | 34,091 | $1.4M |
| First Heartland Consultants, Inc. | 0.10% | Reduce -4.3% | 33,633 | $1.4M |
| Pines Wealth Management, LLC | 0.43% | Reduce -2.3% | 33,227 | $1.3M |
| Wealthcare Capital Partners, LLC | 0.62% | Add +19.6% | 33,153 | $1.3M |
| United Advisor Group, LLC | 0.16% | Add +0.1% | 32,872 | $1.3M |
| Summit Global Investments | 0.08% | Add +4.0% | 32,335 | $1.3M |
| Northwest Financial Advisors | 2.48% | Add +93.8% | 31,958 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Reduce -51.2% | 31,743 | $1.3M |
| Advyzon Investment Management, LLC | 0.11% | Add +9.7% | 31,705 | $1.3M |
| Harbor Investment Advisory, LLC | 0.10% | Add +43.2% | 31,354 | $1.3M |
| NavPoint Financial, Inc. | 0.51% | Add +17.0% | 31,195 | $1.3M |
| LexAurum Advisors, LLC | 0.16% | — | 30,793 | $1.2M |
| HRT Financial LP | 0.00% | New | 30,462 | $1.2M |
| Birchwood Financial Partners, Inc. | 1.18% | Add +11.5% | 30,418 | $1.2M |
| Capital Management Associates, Inc | 0.28% | Add +9.0% | 30,398 | $1.2M |
| Peak Planning Group, LLC | 0.33% | Reduce -0.3% | 29,961 | $1.2M |
| Ashton Thomas Securities, LLC | 0.15% | Add +1.9% | 29,917 | $1.2M |
| Hunter Associates Investment Management LLC | 0.16% | Add +24.6% | 29,814 | $1.2M |
| Rather & Kittrell, Inc. | 0.18% | Reduce -0.1% | 29,489 | $1.2M |
| Professional Financial Advisors, LLC | 0.24% | Reduce -0.7% | 29,434 | $1.2M |
| Sun Financial Inc | 0.59% | Add +5.1% | 25,331 | $1.2M |
| WealthTrak Capital Management LLC | 0.83% | Reduce -1.4% | 29,082 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +26.1% | 28,963 | $1.2M |
| M Holdings Securities, Inc. | 0.08% | Add +18.6% | 27,284 | $1.2M |
| Vicus Capital | 0.08% | Add +32.8% | 28,432 | $1.1M |
| Security Financial Services, INC. | 0.18% | Add +22.9% | 28,427 | $1.1M |
| Citigroup Inc. | 0.00% | Add +62.0% | 28,232 | $1.1M |
| Lodestone Wealth Management LLC | 0.44% | Add +3.7% | 27,567 | $1.1M |
| Silverlake Wealth Management LLC | 0.23% | Add +5.3% | 27,520 | $1.1M |
| Fourpath Capital Management, LLC | 0.16% | Add +17.6% | 27,384 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Reduce -3.3% | 27,105 | $1.1M |
| International Assets Investment Management, LLC | 0.08% | Add +1.9% | 26,727 | $1.1M |
| Norden Group LLC | 0.10% | No change | 26,942 | $1.1M |
| KOM Wealth Management Group, LLC | 0.71% | Add +6.0% | 25,872 | $1.0M |
| Greenline Wealth Management LLC | 1.18% | Add +6.0% | 25,482 | $1.0M |
| Aspire Growth Partners LLC | 0.69% | No change | 25,065 | $1.0M |
| CGN Advisors LLC | 0.08% | Add +2.8% | 24,999 | $1.0M |
| Melone Private Wealth, LLC | 0.41% | Add +71.7% | 24,900 | $1.0M |
| Clearview Wealth Management LLC | 0.70% | — | 24,770 | $996K |
| Bank of New York Mellon Corp | 0.00% | Add +89.2% | 24,671 | $992K |
| AQR Capital Management | 0.00% | Add +40.4% | 23,973 | $963K |
| First Trust Advisors LP | 0.00% | Reduce -4.0% | 23,934 | $962K |
| Lantern Wealth Advisors, LLC | 0.48% | Reduce -0.2% | 23,476 | $943K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -7.0% | 23,260 | $935K |
| Summit Wealth Group LLC / Co. | 0.10% | Add +11.3% | 23,181 | $932K |
| VestGen Advisors, LLC | 0.03% | Reduce -59.0% | 20,004 | $919K |
| Jefferies Financial Group Inc. | 0.01% | Add +45.5% | 22,152 | $890K |
| CreativeOne Wealth, LLC | 0.02% | Add +58.0% | 22,083 | $888K |
| Procyon Advisors, LLC | 0.04% | Add +91.7% | 22,032 | $885K |
| Rehmann Capital Advisory Group | 0.05% | Add +0.7% | 21,683 | $871K |
| WealthSpring Partners, LLC | 0.78% | New | 21,270 | $855K |
| Capital Planning LLC | 0.28% | No change | 21,077 | $847K |
| Cim, LLC | 0.12% | Add +6.8% | 20,875 | $839K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -4.4% | 19,809 | $796K |
| Regal Investment Advisors LLC | 0.04% | Add +39.5% | 19,368 | $778K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +79.5% | 18,970 | $762K |
| Signature Wealth Management Group | 0.29% | Add +14.5% | 18,723 | $752K |
| Brown Miller Wealth Management, LLC | 0.21% | Reduce -4.3% | 18,668 | $750K |
| Hardworking Capital Advisors, LLC | 0.70% | Add +3.7% | 18,598 | $747K |
| Belpointe Asset Management LLC | 0.03% | Add +25.6% | 18,376 | $739K |
| Carnegie Lake Advisors LLC | 0.30% | Add +2.5% | 18,369 | $738K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -18.1% | 17,849 | $717K |
| Harmony Asset Management LLC | 0.22% | Add +2.7% | 17,693 | $711K |
| Mascagni Wealth Management, Inc. | 0.51% | Add +1.9% | 17,647 | $709K |
| Tortuga Wealth Management, Inc | 0.66% | Add +15.3% | 17,576 | $706K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +4.0% | 17,570 | $706K |
| DV Trading LLC | 0.06% | Add +297.9% | 17,508 | $704K |
| Vise Technologies, Inc. | 0.01% | No change | 15,796 | $702K |
| Uptick Partners, LLC | 0.14% | Reduce -8.7% | 17,363 | $698K |
| Balboa Wealth Partners | 0.11% | Add +13.7% | 16,922 | $680K |
| Transcend Capital Advisors, LLC | 0.05% | Add +4.9% | 16,854 | $677K |
| Bison Wealth, LLC | 0.07% | No change | 14,500 | $672K |
| Choreo, LLC | 0.01% | Add +2.2% | 16,673 | $670K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.22% | Add +0.0% | 14,879 | $666K |
| TCFG Wealth Management, LLC | 0.25% | Add +16.4% | 16,492 | $663K |
| TCFG Investment Advisors, LLC | 0.25% | — | 16,492 | $663K |
| RIA Advisory Group LLC | 0.16% | Add +9.3% | 16,402 | $659K |
| Clearwave Capital, LLC | 0.45% | No change | 16,278 | $654K |
| Blue Zone Wealth Advisors, LLC | 0.13% | Add +17.5% | 16,235 | $652K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.0% | 16,105 | $647K |
| Florida Financial Advisors, LLC | 0.15% | Add +92.7% | 15,937 | $641K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -2.5% | 15,795 | $635K |
| Northern Trust Corp. | 0.00% | Add +9.9% | 15,570 | $626K |
| HUB Investment Partners, LLC | 0.02% | Add +167.4% | 15,440 | $621K |
| Processus Wealth & Capital Management, LLC | 0.42% | Add +10.7% | 15,337 | $616K |
| ORBA Wealth Advisors, L.L.C. | 0.73% | No change | 15,230 | $612K |
| Certior Financial Group, LLC | 0.39% | Reduce -17.2% | 15,224 | $612K |
| Keystone Financial Services, LLC | 0.41% | Reduce -8.8% | 15,113 | $607K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.1% | 15,040 | $604K |
| ProCore Advisors, LLC | 0.93% | Add +14.0% | 15,016 | $603K |
| RiverFront Investment Group, LLC | 0.01% | No change | 15,009 | $603K |
| Wealthgarden F.S. LLC | 0.41% | No change | 14,868 | $598K |
| PCG Wealth Advisors, LLC | 0.15% | Reduce -72.1% | 14,713 | $591K |
| Weatherly Asset Management L. P. | 0.05% | No change | 14,695 | $591K |
| HFG Advisors, Inc. | 0.41% | No change | 14,430 | $580K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +2.2% | 14,314 | $575K |
| AE Wealth Management LLC | 0.00% | Add +77.9% | 13,855 | $557K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -3.0% | 13,741 | $552K |
| StoneX Group Inc. | 0.03% | Add +79.8% | 13,689 | $550K |
| Pathstone Holdings, LLC | 0.00% | Reduce -30.2% | 13,568 | $545K |
| Glassy Mountain Advisors, Inc. | 0.16% | Add +7.2% | 13,120 | $527K |
| PFG Investments, LLC | 0.02% | Reduce -34.1% | 13,010 | $523K |
| Trilogy Capital Inc. | 0.02% | Reduce -4.8% | 12,990 | $522K |
| BHK Investment Advisors, LLC | 0.17% | Add +20.9% | 12,930 | $520K |
| Tudor Financial Inc. | 0.26% | Add +0.6% | 12,756 | $513K |
| Sard Wealth Management Group, LLC | 0.28% | No change | 12,612 | $507K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +39.9% | 12,533 | $504K |
| Creative Financial Designs Inc. | 0.03% | Add +38.1% | 12,378 | $497K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.3% | 11,964 | $481K |
| World Equity Group, Inc. | 0.12% | New | 11,320 | $455K |
| Brookwood Investment Group LLC | 0.06% | Reduce -12.7% | 11,248 | $452K |
| Cushing Capital Partners, LLC | 0.34% | No change | 11,075 | $445K |
| Betterment LLC | 0.00% | Add +5.6% | 10,910 | $438K |
| Titleist Asset Management, LLC | 0.03% | Add +0.1% | 10,875 | $437K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +114.3% | 10,864 | $437K |
| Strategic Wealth Investment Group, LLC | 0.06% | New | 10,840 | $436K |
| Leo H. Evart, Inc. | 0.37% | — | 10,838 | $436K |
| GSG Advisors LLC | 0.11% | Add +7.7% | 10,832 | $435K |
| CVFG LLC | 0.05% | Add +21.8% | 10,468 | $421K |
| Perigon Wealth Management, LLC | 0.01% | Add +11.8% | 10,404 | $418K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.3% | 10,328 | $415K |
| Hicks Capital Management LLC | 0.41% | No change | 10,175 | $409K |
| McNamara Financial Services, Inc. | 0.08% | Add +34.7% | 10,159 | $408K |
| Adelphi Trust Co | 0.33% | Add +17.5% | 10,128 | $407K |
| Advisor Resource Council | 0.16% | Add +3.6% | 9,825 | $395K |
| Intrua Financial, LLC | 0.04% | Add +20.2% | 9,559 | $384K |
| Core Wealth Partners LLC | 0.18% | Reduce -17.5% | 9,376 | $377K |
| Trademark Financial Management, LLC | 0.18% | Add +2.7% | 9,178 | $369K |
| Duncan Williams Asset Management, LLC | 0.10% | Reduce -2.6% | 9,151 | $368K |
| MPWM Advisory Solutions, LLC | 0.19% | Reduce -87.8% | 9,011 | $362K |
| Bank of Montreal | 0.00% | Reduce -47.3% | 9,001 | $362K |
| OneAscent Financial Services LLC | 0.02% | Add +16.3% | 8,915 | $358K |
| Savvy Advisors, Inc. | 0.01% | Reduce -21.8% | 8,810 | $354K |
| Commerce Bank | 0.00% | Reduce -8.4% | 8,701 | $350K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +87.2% | 8,513 | $344K |
| Semus Wealth Partners LLC | 0.19% | No change | 8,388 | $337K |
| Burney Co./ | 0.01% | New | 8,298 | $333K |
| James J. Burns & Company, LLC | 0.04% | No change | 8,204 | $330K |
| Guidance Capital, Inc. | 0.07% | Reduce -21.5% | 7,237 | $327K |
| FMR LLC | 0.00% | Add +100.0% | 8,129 | $327K |
| AAF Wealth Management, LLC | 0.13% | No change | 8,033 | $323K |
| CRA Financial Services, LLC | 0.04% | Add +29.5% | 7,970 | $320K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -0.9% | 7,853 | $316K |
| Simplicity Wealth,LLC | 0.02% | New | 7,825 | $314K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.6% | 7,759 | $312K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -4.5% | 7,704 | $310K |
| Medallion Wealth Advisors, LLC | 0.10% | Add +10.8% | 7,688 | $309K |
| Quadrant Capital Group LLC | 0.01% | Reduce -25.9% | 7,666 | $308K |
| Carson Advisory Inc. | 0.16% | Add +23.8% | 7,647 | $307K |
| Savant Capital, LLC | 0.00% | New | 7,546 | $303K |
| Ameriflex Group, Inc. | 0.15% | Add +2.3% | 7,429 | $299K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 7,685 | $298K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 7,258 | $295K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +4.7% | 7,331 | $295K |
| Keating Financial Advisory Services, Inc. | 0.05% | Add +63.7% | 7,289 | $293K |
| COFG Advisors, LLC | 0.07% | Add +6.5% | 7,134 | $287K |
| Jacobi Capital Management LLC | 0.02% | Add +3.2% | 6,947 | $279K |
| Northland Securities, Inc. | 0.27% | Reduce -8.3% | 6,932 | $279K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 6,854 | $275K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +1.9% | 6,825 | $274K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 6,777 | $272K |
| Whipplewood Advisors, LLC | 0.14% | Add +23.3% | 6,766 | $272K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,721 | $270K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 6,704 | $269K |
| Warner Group LLC | 0.17% | Reduce -95.5% | 6,605 | $265K |
| Herold Advisors, Inc. | 0.06% | Reduce -17.0% | 6,599 | $265K |
| Prosperity Financial Group, Inc. | 0.10% | Reduce -3.7% | 6,584 | $265K |
| Sapient Capital LLC | 0.00% | No change | 6,480 | $260K |
| WESPAC Advisors, LLC | 0.14% | Reduce -16.8% | 6,439 | $259K |
| Goldstone Financial Group, LLC | 0.03% | No change | 6,274 | $252K |
| Castle Rock Wealth Management, LLC | 0.05% | Add +0.1% | 6,178 | $250K |
| Capital Asset Advisory Services LLC | 0.01% | New | 5,540 | $247K |
| Capital Investment Management, Inc. | 0.08% | New | 6,098 | $245K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +81.4% | 6,037 | $243K |
| Acorn Financial Advisory Services Inc. | 0.03% | Reduce -24.9% | 6,035 | $243K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 6,023 | $242K |
| Root Financial Partners, LLC | 0.01% | Reduce -28.9% | 6,003 | $241K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,950 | $239K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 5,938 | $239K |
| FinDec Wealth Services, Inc. | 0.29% | Reduce -0.1% | 5,931 | $238K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -5.5% | 5,872 | $236K |
| Planned Solutions, Inc. | 0.08% | Add +1.5% | 5,856 | $235K |
| HRC Wealth Management, LLC | 0.11% | New | 5,809 | $233K |
| US Bancorp \de | 0.00% | Reduce -16.6% | 5,699 | $229K |
| Crown Wealth Group, LLC | 0.07% | No change | 5,658 | $227K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | No change | 5,636 | $226K |
| Chilton Capital Management LLC | 0.01% | Add +59.9% | 5,581 | $224K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -67.9% | 5,500 | $221K |
| Versant Capital Management, Inc | 0.02% | New | 5,343 | $215K |
| Magnolia Capital Advisors LLC | 0.04% | New | 5,330 | $214K |
| Hilltop Holdings Inc. | 0.02% | Reduce -11.8% | 5,250 | $211K |
| Optimus Capital Advisors, LLC | 0.12% | No change | 5,173 | $208K |
| CoreCap Advisors, LLC | 0.01% | Add +2.6% | 5,103 | $205K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 5,095 | $205K |
| Lewis Asset Management, LLC | 0.08% | New | 5,055 | $203K |
| Zions Bancorporation, National Association | 0.01% | No change | 5,000 | $201K |
| Richardson Capital Management LLC | 0.09% | New | 4,725 | $190K |
| Strategic Wealth Advisors LLC | 0.13% | New | 4,095 | $164K |
| Operose Advisors LLC | 0.03% | Add +5.8% | 3,279 | $132K |
| Innovative Asset Advisors Group, LLC | 0.08% | — | 3,235 | $130K |
| Mather Group, Llc. | 0.00% | New | 2,761 | $111K |
| Gleason Group, Inc. | 0.01% | No change | 2,753 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.3% | 2,746 | $110K |
| DHJJ Financial Advisors, Ltd. | 0.04% | New | 2,732 | $110K |
| Larson Financial Group LLC | 0.00% | Add +135.4% | 2,709 | $109K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 2,200 | $88K |
| Lavaca Capital LLC | 0.02% | New | 2,200 | $88K |
| WFA of San Diego, LLC | 0.06% | No change | 2,000 | $80K |
| Lanark Financial, Inc. | 0.01% | No change | 1,772 | $71K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,745 | $70K |
| Archer Investment Corp | 0.01% | No change | 1,715 | $69K |
| Parallel Advisors, LLC | 0.00% | No change | 1,607 | $65K |
| Avion Wealth | 0.01% | No change | 1,540 | $61K |
| Clear Investment Research, LLC | 0.09% | New | 1,507 | $61K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +24.5% | 1,325 | $60K |
| Rossby Financial, LCC | 0.01% | Add +38.7% | 1,454 | $59K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,460 | $59K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,453 | $58K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +4.3% | 1,377 | $56K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,366 | $55K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,179 | $47K |
| GAMMA Investing LLC | 0.00% | No change | 1,141 | $46K |
| Fairscale Capital, LLC | 0.03% | No change | 1,134 | $46K |
| Banco de Sabadell, S.A | 0.03% | No change | 1,162 | $45K |
| Trust Co | 0.00% | Reduce -43.2% | 1,029 | $41K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,000 | $40K |
| Motco | 0.00% | New | 960 | $39K |
| Vanguard Advisers Inc. | 0.00% | — | 848 | $34K |
| Wellington Grp LLC | 0.01% | Add +3.4% | 760 | $31K |
| Opal Wealth Advisors, LLC | 0.01% | New | 715 | $29K |
| CX Institutional | 0.00% | Reduce -55.9% | 701 | $28K |
| Triumph Capital Management | 0.01% | No change | 660 | $27K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 602 | $24K |
| Abound Wealth Management | 0.00% | New | 532 | $21K |
| Signature Equity Partners, LLC | 0.01% | No change | 520 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 500 | $20K |
| Bokf, NA | 0.00% | No change | 455 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 420 | $17K |
| Miller Capital Partners, Inc. | 0.01% | No change | 412 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Add +946.0% | 387 | $16K |
| Corient Private Wealth LP | 0.00% | Reduce -4.7% | 53,839 | $14K |
| CVA Family Office, LLC | 0.00% | New | 323 | $13K |
| Scarborough Advisors, LLC | 0.00% | No change | 300 | $12K |
| IAG Wealth Partners, LLC | 0.00% | No change | 257 | $10K |
| Financial Consulate, Inc. | 0.00% | Add +101.6% | 250 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 222 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 172 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -67.6% | 155 | $6K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 145 | $6K |
| Ancora Advisors LLC | 0.00% | New | 139 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 117 | $5K |
| Arvest Investments, Inc. | 0.00% | No change | 115 | $5K |
| Key Capital Management, INC | 0.00% | New | 113 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +10.8% | 113 | $5K |
| Financial Life Planners | 0.00% | New | 108 | $4K |
| First Financial Corp. | 0.00% | No change | 105 | $4K |
| Hilltop National Bank | 0.00% | Reduce -75.2% | 84 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -64.0% | 85 | $3K |
| Millstone Evans Group, LLC | 0.00% | Reduce -35.2% | 68 | $3K |
| BlackRock, Inc. | 0.00% | New | 35 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 17 | $684 |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.