Cap Group Growth EquityCGGRETF
13F holders, Q2 2026 (June 30)653holders +51
80new positions
31sold out
5famous investors
$47.13avg. 13F price*
At the end of Q2 2026, 653 institutions reported holding Cap Group Growth Equity (CGGR) in their 13F filings, up 51 from Q1 2026. 80 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($2.8B), Morgan Stanley ($1.5B) and Capital Group Private Client Services, Inc. ($1.3B). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cap Group Growth Equity
- Filed as
- CAPITAL GROUP GROWTH ETF (Q2 2026)
- CUSIP
- 14020G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $141.7M |
| Exits | 31 | $162.1M |
All 13F filers, Q1 2026 → Q2 2026: 40,557,036 shares bought and 7,936,426 shares sold, net +32,620,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 653 holders
| LPL Financial LLC | 0.64% | Add +14.0% | 59,907,998 | $2.8B |
| Morgan Stanley | 0.08% | Add +8.9% | 32,389,025 | $1.5B |
| Capital Group Private Client Services, Inc. | 18.72% | Add +3.6% | 28,132,325 | $1.3B |
| Wells Fargo & Company | 0.14% | Add +11.5% | 17,573,566 | $829.5M |
| Envestnet Asset Management Inc. | 0.18% | Add +8.0% | 16,561,408 | $781.7M |
| Raymond James Financial Inc. | 0.21% | Add +14.8% | 16,206,980 | $765.0M |
| Bank of America Corp. | 0.04% | Add +2.0% | 14,478,055 | $683.4M |
| Commonwealth Equity Services, LLC | 0.83% | Add +2.9% | 13,948,665 | $658.4M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Add +1.2% | 13,105,474 | $618.6M |
| Jones Financial Companies LLLP | 0.21% | Add +20.2% | 11,551,154 | $528.8M |
| Cetera Investment Advisers | 0.46% | Add +8.1% | 10,594,267 | $500.0M |
| Osaic Holdings, Inc. | 0.51% | Add +18.9% | 9,164,905 | $432.6M |
| Royal Bank of Canada | 0.07% | Reduce -1.9% | 8,268,130 | $390.3M |
| Susquehanna International Group, LLP | 0.25% | Add +606.8% | 5,918,375 | $279.3M |
| Forge Financial Services LLC | 22.43% | Add +2.3% | 5,516,760 | $260.4M |
| UBS Group AG | 0.04% | Add +0.2% | 5,452,603 | $257.4M |
| Cambridge Investment Research Advisors, Inc. | 0.54% | Add +11.8% | 5,096,748 | $240.6M |
| MML Investors Services, LLC | 0.40% | Add +30.1% | 4,179,335 | $197.3M |
| Kestra Advisory Services, LLC | 0.61% | Add +33.0% | 4,018,181 | $189.7M |
| Stifel Financial Corp. | 0.11% | Add +19.6% | 2,911,584 | $137.4M |
| Advance Capital Management, Inc. | 4.34% | Reduce -0.5% | 2,846,782 | $134.4M |
| Kestra Investment Management, LLC | 2.58% | Reduce -25.9% | 2,824,513 | $133.3M |
| Benjamin Edwards Inc. | 1.18% | Add +3.8% | 2,733,600 | $129.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.4% | 2,602,111 | $121.8M |
| &partners | 0.44% | Add +1.0% | 2,262,117 | $106.8M |
| Signature Estate & Investment Advisors LLC | 1.89% | Reduce -10.5% | 2,228,768 | $105.2M |
| Baird Financial Group, Inc. | 0.14% | Add +9.4% | 2,187,427 | $103.2M |
| Private Advisor Group, LLC | 0.44% | Reduce -1.8% | 2,055,511 | $97.0M |
| Sei Investments Co. | 0.08% | Add +10.1% | 2,022,745 | $95.5M |
| WNY Asset Management, LLC | 8.40% | Add +10.1% | 1,986,506 | $93.8M |
| Merit Financial Group, LLC | 0.57% | Add +1.1% | 1,930,814 | $91.1M |
| Valmark Advisers, Inc. | 0.87% | Add +6.5% | 1,728,825 | $81.6M |
| NewEdge Advisors, LLC | 0.23% | Add +6.3% | 1,604,940 | $75.8M |
| New England Capital Financial Advisors LLC | 17.29% | Add +9.9% | 1,531,893 | $72.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +3.1% | 1,444,828 | $68.0M |
| JSF Financial, LLC | 10.94% | Add +35.3% | 1,439,179 | $67.9M |
| Johnson Bixby & Associates, LLC | 7.54% | Add +0.5% | 1,430,786 | $67.5M |
| Janney Montgomery Scott LLC | 0.13% | Add +16.2% | 1,412,527 | $66.7M |
| Prospera Financial Services Inc | 0.96% | Reduce -2.4% | 1,405,335 | $66.3M |
| Great Valley Advisor Group, Inc. | 1.04% | Add +5.4% | 1,396,166 | $65.9M |
| Confluence Wealth Services, Inc. | 1.81% | Add +15.2% | 1,340,317 | $63.3M |
| Aprio Wealth Management, LLC | 3.13% | Reduce -7.8% | 1,340,131 | $63.3M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -4.7% | 1,324,736 | $62.5M |
| Captrust Financial Advisors | 0.10% | Add +0.4% | 1,316,937 | $62.2M |
| Concurrent Investment Advisors, LLC | 0.45% | Add +10.4% | 1,116,891 | $52.7M |
| Adamsbrown Wealth Consultants LLC | 9.91% | Add +3.3% | 1,113,600 | $52.6M |
| Summit Investment Advisory Services, LLC | 11.06% | Add +0.4% | 934,072 | $44.1M |
| Harbour Investments, Inc. | 0.59% | Add +5.8% | 925,166 | $43.7M |
| AA Financial Advisors, LLC | 5.05% | Add +21.3% | 889,658 | $42.0M |
| Equitable Holdings, Inc. | 0.25% | Reduce -9.4% | 888,354 | $41.9M |
| Global Retirement Partners, LLC | 0.64% | — | 885,322 | $41.8M |
| Focus Partners Wealth | 0.04% | Add +46.1% | 879,733 | $41.5M |
| Barnes Pettey Financial Advisors, LLC | 12.60% | Add +3.3% | 852,025 | $40.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.03% | Add +1.6% | 821,015 | $38.8M |
| Assetmark, Inc. | 0.07% | Add +16.4% | 818,413 | $38.6M |
| D.A. Davidson & Co. | 0.21% | Reduce -10.7% | 808,798 | $38.2M |
| Eclectic Associates Inc. | 4.31% | Add +4.9% | 801,949 | $37.9M |
| Ergawealth Advisors, Inc. | 14.61% | Add +4.0% | 796,941 | $37.6M |
| HighPoint Advisor Group LLC | 1.26% | Add +4.7% | 760,133 | $35.9M |
| Cerity Partners LLC | 0.04% | Add +0.0% | 741,703 | $35.0M |
| Haverford Trust Co | 0.30% | Reduce -0.5% | 740,320 | $34.9M |
| Barclays PLC | 0.01% | Add +11.6% | 738,782 | $34.9M |
| Wealth Science Advisors LLC | 15.02% | Add +7.3% | 715,819 | $33.8M |
| Wealthcare Advisory Partners LLC | 0.62% | Add +6.3% | 688,721 | $32.5M |
| Truist Financial Corp. | 0.04% | Reduce -2.5% | 671,322 | $31.7M |
| Bessemer Group Inc. | 0.04% | New | 618,015 | $29.2M |
| IAM Advisory, LLC | 5.68% | Reduce -0.1% | 617,766 | $29.2M |
| IFP Advisors, Inc | 0.51% | Add +5.9% | 604,049 | $28.5M |
| DAVENPORT & Co LLC | 0.14% | Add +18.8% | 600,338 | $28.3M |
| Ameritas Advisory Services, LLC | 0.57% | Add +456.9% | 596,270 | $28.1M |
| Tribridge Partners Financial LLC | 10.98% | Reduce -4.1% | 628,455 | $28.0M |
| Geneos Wealth Management Inc. | 0.57% | Add +6.7% | 591,617 | $27.9M |
| Valley National Advisers Inc. | 2.90% | Reduce -2.1% | 553,097 | $26.1M |
| J. Derek Lewis & Associates Inc. | 4.86% | Add +5.9% | 544,477 | $25.7M |
| Natixis Advisors, LLC | 0.03% | Add +49.6% | 537,947 | $25.4M |
| Financial Council, LLC | 7.91% | Add +6.3% | 516,393 | $24.4M |
| HighTower Advisors, LLC | 0.02% | Add +3.9% | 504,313 | $23.8M |
| Strategic Blueprint, LLC | 1.18% | Add +4.1% | 500,616 | $23.6M |
| Greenbush Financial Group, LLC | 6.89% | Add +0.1% | 496,641 | $23.4M |
| Stephens Inc. | 0.26% | Add +10.3% | 486,484 | $23.0M |
| AdvisorNet Financial, Inc | 1.05% | Add +3.2% | 486,421 | $23.0M |
| Capital Analysts, LLC | 0.53% | Add +19.1% | 485,351 | $22.9M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -9.6% | 480,715 | $22.7M |
| Blair William & Co. | 0.06% | Add +10.3% | 465,338 | $22.0M |
| Souders Financial Advisors | 2.16% | Add +18.7% | 455,871 | $21.5M |
| Stonebridge Financial Group, LLC | 1.59% | Add +8.8% | 443,161 | $20.9M |
| Farther Finance Advisors, LLC | 0.16% | Add +4.4% | 438,510 | $20.7M |
| Alpha Financial Advisors, LLC | 5.76% | Add +0.2% | 437,425 | $20.6M |
| Challenger Wealth Management | 14.92% | Reduce -3.3% | 429,347 | $20.3M |
| Kera Capital Partners, Inc. | 1.91% | Add +2.6% | 420,261 | $19.8M |
| Mason Investment Advisory Services, Inc. | 0.74% | Add +13.6% | 414,707 | $19.6M |
| Mission Wealth Management, LP | 0.24% | Add +0.4% | 405,900 | $19.2M |
| Jane Street Group, LLC | 0.01% | Add +41.1% | 400,000 | $18.9M |
| Mutual Advisors, LLC | 0.36% | Reduce -22.1% | 399,796 | $18.9M |
| Per Stirling Capital Management, LLC. | 1.80% | Add +26.5% | 399,468 | $18.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +2.5% | 398,621 | $18.8M |
| Savant Capital, LLC | 0.05% | Add +5185.1% | 398,816 | $18.6M |
| Main Line Retirement Advisors, LLC | 8.38% | Reduce -0.6% | 387,263 | $18.3M |
| EverSource Wealth Advisors, LLC | 0.61% | Add +18.7% | 381,423 | $18.0M |
| Ferguson Shapiro LLC | 5.27% | Add +5.4% | 377,053 | $17.8M |
| Integrity Advisory Solutions, LLC | 1.81% | Add +6.4% | 372,036 | $17.6M |
| Kingswood Wealth Advisors, LLC | 0.71% | Reduce -4.3% | 370,723 | $17.5M |
| Oppenheimer & Co. Inc. | 0.18% | Add +11.6% | 364,052 | $17.2M |
| Founders Financial Securities LLC | 0.87% | Add +1.4% | 358,394 | $16.9M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -25.4% | 352,779 | $16.7M |
| Hartmann Taylor Wealth Management, LLC | 10.91% | Reduce -0.3% | 409,953 | $16.5M |
| CLG LLC | 3.61% | Add +21.5% | 348,324 | $16.4M |
| Michael Brady & Co., LLC | 14.43% | Reduce -6.2% | 346,498 | $16.4M |
| Midwest Heritage Bank, FSB | 4.57% | Add +1.7% | 341,589 | $16.1M |
| Smith, Moore & Co. | 1.01% | Add +2.1% | 330,248 | $15.6M |
| Daymark Wealth Partners, LLC | 0.38% | Add +6.6% | 328,902 | $15.5M |
| Gutierrez Wealth Advisory, LLC | 8.57% | Reduce -3.5% | 314,234 | $14.8M |
| Ballew Advisors, Inc | 7.33% | Add +2.3% | 304,720 | $14.2M |
| WealthCare Investment Partners, LLC | 3.41% | Add +1.9% | 297,842 | $14.1M |
| Bedel Financial Consulting, Inc. | 1.35% | Add +2.6% | 297,114 | $14.0M |
| Thoroughbred Financial Services, LLC | 0.67% | Add +25.4% | 326,013 | $14.0M |
| Strategic Family Wealth Counselors, L.L.C. | 3.23% | Add +3.2% | 293,910 | $13.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.50% | Add +1.2% | 286,345 | $13.5M |
| Panoramic Capital Partners, LLC | 6.35% | New | 284,658 | $13.4M |
| Armor Investment Advisors, LLC | 4.27% | Add +0.8% | 281,913 | $13.3M |
| KPP Advisory Services LLC | 1.68% | Add +5.8% | 280,651 | $13.2M |
| Compton Financial Group, LLC | 2.54% | Add +122.8% | 279,114 | $13.2M |
| McCollum Christoferson Group LLC | 3.82% | Reduce -6.2% | 295,409 | $13.2M |
| LongView Wealth Management | 3.26% | Reduce -0.9% | 269,258 | $12.7M |
| Bridgewealth Advisory Group, LLC | 2.39% | Add +15.5% | 267,941 | $12.6M |
| Apollon Wealth Management, LLC | 0.15% | Add +0.8% | 266,889 | $12.6M |
| Investments & Financial Planning, LLC | 5.85% | Add +2.3% | 261,680 | $12.4M |
| Eq Wealth Advisors, LLC | 6.77% | Add +2.0% | 261,134 | $12.3M |
| Financial Security Advisor, Inc. | 2.00% | Reduce -1.9% | 260,075 | $12.3M |
| Advisory Services Network, LLC | 0.14% | Reduce -3.3% | 254,782 | $12.0M |
| Coign Capital Advisors LLC | 5.37% | Add +2.2% | 252,969 | $11.9M |
| Flagship Harbor Advisors, LLC | 0.45% | Add +6.7% | 251,224 | $11.9M |
| Independent Financial Group, LLC | 0.22% | Add +13.2% | 251,018 | $11.8M |
| Bellevue Asset Management, LLC | 5.46% | Reduce -0.7% | 250,564 | $11.8M |
| HBW Advisory Services LLC | 1.06% | Add +3.0% | 249,288 | $11.8M |
| Quantum Financial Partners LLC | 5.98% | — | 247,649 | $11.7M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +6.1% | 247,507 | $11.7M |
| Clear Creek Financial Management, LLC | 0.75% | Add +7.0% | 246,953 | $11.7M |
| Smartleaf Asset Management LLC | 0.37% | No change | 245,679 | $11.5M |
| Genesis Private Wealth, LLC | 3.23% | Add +6.8% | 243,198 | $11.5M |
| Mgo One Seven LLC | 0.19% | Add +91.1% | 241,617 | $11.4M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -2.6% | 237,034 | $11.2M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +10.0% | 236,593 | $11.2M |
| Western Wealth Management, LLC | 0.36% | Add +13.8% | 232,682 | $11.0M |
| Sovran Advisors, LLC | 0.81% | Reduce -5.8% | 244,654 | $10.9M |
| Dean, Jacobson Financial Services, LLC | 5.99% | Reduce -0.8% | 230,594 | $10.9M |
| Bleakley Financial Group, LLC | 0.14% | Add +41.4% | 229,793 | $10.8M |
| MAI Capital Management | 0.04% | Add +23.4% | 229,587 | $10.8M |
| Flynn Zito Capital Management, LLC | 2.94% | Add +4.3% | 229,479 | $10.8M |
| Waverly Advisors, LLC | 0.06% | New | 227,039 | $10.7M |
| Boyer Financial Services, Inc. | 9.01% | Add +10.1% | 229,402 | $10.7M |
| tru Independence LLC | 4.62% | Add +4.2% | 223,661 | $10.6M |
| HSBC Holdings PLC | 0.01% | New | 222,317 | $10.5M |
| Principal Securities, Inc. | 0.13% | Add +18.0% | 220,603 | $10.4M |
| Sagespring Wealth Partners, LLC | 0.16% | Add +2.3% | 220,429 | $10.4M |
| BetterWealth, LLC | 1.84% | Add +3.0% | 219,968 | $10.4M |
| Smith Thornton Advisors LLC | 4.57% | Add +9.2% | 223,806 | $10.4M |
| McCarthy Asset Management, Inc. | 4.80% | — | 214,639 | $10.1M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +23.9% | 210,137 | $9.9M |
| Menora Mivtachim Holdings LTD. | 0.04% | No change | 209,512 | $9.9M |
| Burford Brothers, Inc. | 3.62% | Add +1.7% | 208,999 | $9.9M |
| Fulton Bank, N.A. | 0.30% | New | 208,231 | $9.8M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -0.2% | 206,047 | $9.7M |
| Investmark Advisory Group LLC | 3.67% | Add +1.9% | 204,766 | $9.7M |
| APS Management Group, Inc. | 7.17% | Add +3.5% | 197,599 | $9.3M |
| Cozad Asset Management Inc. | 0.60% | Add +0.3% | 197,050 | $9.3M |
| MRWM Advisors, LLC | 3.82% | Add +4.1% | 196,670 | $9.3M |
| Tudor Investment Corporation | 0.04% | Add +162.9% | 191,298 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.9% | 191,144 | $9.0M |
| Troutman Wealth Management, LLC | 6.94% | Add +1.0% | 190,987 | $9.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +10.1% | 190,242 | $9.0M |
| Wayfinding Financial, LLC | 3.40% | Add +138.6% | 189,860 | $9.0M |
| Centaurus Financial, Inc. | 0.34% | Add +11.5% | 186,851 | $8.8M |
| Stewardship Concepts Financial Services LLC | 5.90% | Add +1.8% | 185,603 | $8.8M |
| Perennial Investment Advisors, LLC | 0.58% | Add +25.7% | 185,080 | $8.7M |
| Ridgeline Wealth Planning, LLC | 5.44% | Add +17.8% | 181,692 | $8.6M |
| Charter Capital Management, LLC\DE | 3.79% | Add +2.5% | 181,234 | $8.6M |
| Swisher Financial Concepts, Inc. | 5.38% | Reduce -4.3% | 180,904 | $8.5M |
| M.E. Allison & Co., Inc. | 4.91% | Add +7.5% | 180,590 | $8.5M |
| Beacon Financial Group | 0.77% | Reduce -27.2% | 179,197 | $8.5M |
| Koshinski Asset Management, Inc. | 0.45% | Add +2.6% | 178,267 | $8.4M |
| Axxcess Wealth Management, LLC | 0.13% | New | 177,670 | $8.4M |
| KWB Wealth | 0.72% | Reduce -11.7% | 177,582 | $8.4M |
| Sigma Planning Corp | 0.21% | Add +10.8% | 175,411 | $8.3M |
| Tradition Wealth Management, LLC | 0.51% | Add +3.8% | 175,366 | $8.3M |
| Total Clarity Wealth Management, Inc. | 1.58% | Add +14.1% | 172,323 | $8.1M |
| Vawter Financial, Ltd. | 3.04% | Add +2.2% | 171,017 | $8.1M |
| Legacy Solutions, LLC | 6.51% | Add +5.0% | 170,451 | $8.0M |
| PFG Advisors | 0.40% | Add +15.9% | 168,863 | $8.0M |
| Equity Wealth Partners, LLC | 2.86% | New | 168,796 | $8.0M |
| Vigil Wealth Management, LLC | 5.66% | Add +4.4% | 168,245 | $7.9M |
| Nicholson Meyer Capital Management, Inc. | 5.21% | Add +2.2% | 165,676 | $7.8M |
| 5T Wealth, LLC | 2.91% | Add +4.8% | 165,300 | $7.8M |
| Modern Wealth Management, LLC | 0.09% | Add +237.1% | 164,611 | $7.8M |
| Olistico Wealth, LLC | 3.31% | Add +1.7% | 164,137 | $7.7M |
| World Investment Advisors | 0.13% | Reduce -0.8% | 189,231 | $7.7M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -3.6% | 161,724 | $7.6M |
| Leigh Baldwin & Co., LLC | 4.11% | Add +14.5% | 161,564 | $7.6M |
| Financial Management Network Inc. | 1.08% | Add +24.1% | 166,253 | $7.5M |
| Evolve Private Wealth, LLC | 0.46% | Add +2.3% | 157,861 | $7.5M |
| Continuum Advisory, LLC | 0.59% | Add +2.4% | 155,308 | $7.3M |
| Guardian Wealth Advisors, LLC / NC | 0.41% | Reduce -4.1% | 154,858 | $7.3M |
| Lantz Financial LLC | 1.34% | Add +6.2% | 154,731 | $7.3M |
| IFG Advisory, LLC | 0.25% | New | 153,394 | $7.2M |
| Venture Visionary Partners LLC | 0.20% | Add +41.6% | 152,591 | $7.2M |
| NewCorp Financial Services, Inc. | 5.40% | Add +1.7% | 149,416 | $7.1M |
| Founders Financial Alliance, LLC | 0.93% | Add +8.2% | 148,267 | $7.0M |
| Creative Financial Designs Inc. | 0.33% | Add +1091.8% | 147,520 | $7.0M |
| Atria Investments, Inc | 0.07% | Reduce -14.9% | 146,019 | $6.9M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +1.1% | 145,831 | $6.9M |
| BlueChip Wealth Advisors LLC | 2.60% | Add +1.3% | 145,575 | $6.9M |
| A&I Financial Services, LLC | 2.93% | Add +1.8% | 142,651 | $6.7M |
| Gateway Wealth Partners, LLC | 0.40% | Reduce -42.9% | 142,181 | $6.7M |
| CWS Financial Advisors, LLC | 1.48% | Add +5.4% | 141,395 | $6.7M |
| PKS Advisory Services, LLC | 1.06% | Add +60.0% | 140,955 | $6.7M |
| Allworth Financial LP | 0.03% | Add +0.3% | 140,693 | $6.6M |
| Langley Wealth Management, LLC | 6.47% | — | 140,494 | $6.6M |
| Mariner, LLC | 0.01% | Reduce -62.4% | 139,778 | $6.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +15.7% | 138,348 | $6.5M |
| Brookstone Capital Management | 0.06% | Add +43.7% | 135,216 | $6.4M |
| Kintra Wealth, LLC | 0.33% | Add +52.4% | 133,023 | $6.3M |
| Kingsview Wealth Management, LLC | 0.08% | Add +20.7% | 133,747 | $6.3M |
| Magnus Financial Group LLC | 0.45% | Add +4.8% | 132,931 | $6.3M |
| NWF Advisory Services Inc. | 0.58% | Add +20.9% | 131,676 | $6.2M |
| Beacon Financial Advisory LLC | 1.20% | Add +7.9% | 129,294 | $6.1M |
| Kuhn & Co Investment Counsel | 3.51% | Reduce -3.1% | 128,639 | $6.1M |
| Calton & Associates, Inc. | 0.89% | Add +1.5% | 128,616 | $6.1M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +1.1% | 128,146 | $6.0M |
| Townsend Asset Management Corp. /NC/ | 1.92% | Reduce -0.4% | 126,599 | $6.0M |
| Summit Financial, LLC | 0.06% | Reduce -3.1% | 125,186 | $5.9M |
| BNB Wealth Management, LLC | 3.20% | Reduce -3.1% | 124,194 | $5.9M |
| Cooper Financial Group | 0.48% | Add +2.0% | 122,704 | $5.8M |
| Vise Technologies, Inc. | 0.06% | Add +668.2% | 121,347 | $5.7M |
| Accel Wealth Management | 1.26% | Reduce -10.9% | 118,518 | $5.6M |
| Parsonex Advisory Services, Inc. | 4.80% | Add +6.7% | 116,863 | $5.5M |
| RPg Family Wealth Advisory, LLC | 0.90% | Add +0.3% | 114,700 | $5.4M |
| Cary Street Partners Financial LLC | 0.12% | Add +2.0% | 113,147 | $5.3M |
| CreativeOne Wealth, LLC | 0.11% | Add +406.6% | 111,876 | $5.3M |
| St Germain D J Co. Inc. | 0.19% | Add +2.6% | 111,701 | $5.3M |
| Bravera Wealth | 1.98% | Add +13.3% | 109,516 | $5.2M |
| Fearless Solutions, LLC dba Best Invest | 2.70% | Add +9.2% | 108,296 | $5.1M |
| IMG Wealth Management, Inc. | 2.84% | Add +5.6% | 108,066 | $5.1M |
| Roehl & Yi Investment Advisors, LLC | 1.67% | Add +63.8% | 112,176 | $5.1M |
| Wood Tarver Financial Group, LLC | 1.19% | Add +18.7% | 106,710 | $5.0M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +357.5% | 106,408 | $5.0M |
| True Blue Financial, LLC | 2.11% | Add +4.5% | 105,788 | $5.0M |
| IHT Wealth Management, LLC | 0.11% | Add +11.2% | 104,875 | $5.0M |
| Destiny Wealth Partners, LLC | 0.70% | Reduce -4.0% | 110,311 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +7.5% | 103,609 | $4.9M |
| Delta Investment Management, LLC | 0.79% | Reduce -5.6% | 101,176 | $4.8M |
| Aurdan Capital Management, LLC | 1.20% | Reduce -0.5% | 100,144 | $4.7M |
| Harpswell Capital Advisors, LLC | 2.93% | Reduce -0.7% | 96,850 | $4.6M |
| Hopwood Financial Services, Inc. | 2.62% | Add +2.6% | 95,742 | $4.5M |
| Atlas Legacy Advisors, LLC | 0.66% | Add +30.9% | 95,121 | $4.5M |
| Peapack Gladstone Financial Corp. | 0.05% | New | 94,671 | $4.5M |
| Essex Financial Services, Inc. | 0.22% | Reduce -18.1% | 92,101 | $4.3M |
| Cassady Wealth & Retirement Planning, LLC | 2.02% | Add +13.7% | 92,081 | $4.3M |
| Elequin Capital, LP | 0.75% | New | 91,935 | $4.3M |
| Hopwood Nicholas Hunter | 1.17% | Add +12.3% | 90,645 | $4.3M |
| Spire Wealth Management | 0.13% | Add +2.6% | 89,428 | $4.2M |
| Oxinas Partners, LLC | 1.66% | Add +1.3% | 88,969 | $4.2M |
| Latitude Advisors, LLC | 1.64% | Add +13.3% | 87,341 | $4.1M |
| Richards, Merrill & Peterson, Inc. | 1.30% | Add +2.3% | 86,679 | $4.1M |
| Selby Wealth Management, LLC | 1.45% | Add +12.8% | 86,443 | $4.1M |
| Blueprint Financial Advisors LLC | 0.44% | Add +15.0% | 83,957 | $4.0M |
| Blueprint Investment Partners LLC | 0.33% | Add +2.1% | 83,957 | $4.0M |
| Meridian Wealth Management, LLC | 0.12% | Add +1.4% | 83,239 | $3.9M |
| Barrett & Company, Inc. | 1.10% | Add +11.0% | 82,948 | $3.9M |
| Seamount Financial Group Inc. | 1.57% | Add +5.1% | 82,343 | $3.9M |
| Alchemi Wealth, LLC | 1.82% | Add +1.6% | 82,207 | $3.9M |
| Silver Oak Securities, Incorporated | 0.23% | Add +1.1% | 81,936 | $3.9M |
| Endeavor Private Wealth, Inc. | 0.94% | Add +2.4% | 81,796 | $3.9M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +10.1% | 81,774 | $3.9M |
| Flow Traders U.S. LLC | 0.16% | New | 81,717 | $3.9M |
| National Wealth Management Group, LLC | 1.19% | Add +4.0% | 81,664 | $3.9M |
| Fifth Third Bancorp | 0.01% | Add +5.5% | 80,655 | $3.8M |
| Parkside Investments, LLC | 0.42% | No change | 80,000 | $3.8M |
| Renaissance Technologies | 0.01% | Add +42.9% | 78,858 | $3.7M |
| Arkadios Wealth Advisors | 0.06% | Add +18.5% | 78,790 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +50.4% | 78,702 | $3.7M |
| LeClair Wealth Partners LLC | 1.92% | New | 78,654 | $3.7M |
| Warner Financial, Inc. | 1.09% | Add +49.7% | 78,372 | $3.7M |
| Transcendent Capital Group LLC | 1.43% | Add +4.6% | 77,660 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2685.5% | 76,491 | $3.6M |
| Timmons Wealth Management, LLC | 2.63% | Add +0.6% | 76,257 | $3.6M |
| Signature Resources Capital Management, LLC | 1.42% | Add +5.5% | 76,234 | $3.6M |
| Kelleher Financial Advisors | 0.50% | New | 74,082 | $3.5M |
| Lynch & Associates | 0.61% | Add +23.9% | 73,635 | $3.5M |
| Synergy Investment Management, LLC | 0.84% | Reduce -0.6% | 73,195 | $3.5M |
| Worthington Financial Partners, LLC | 2.85% | Add +0.7% | 72,834 | $3.4M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2.41% | Add +1.6% | 72,690 | $3.4M |
| Lincoln Capital LLC | 0.61% | Add +11.3% | 72,265 | $3.4M |
| Keystone Financial Group | 0.20% | Add +5.2% | 69,522 | $3.3M |
| Quantinno Capital Management LP | 0.00% | Add +8.0% | 69,284 | $3.3M |
| Bill Few Associates, Inc. | 0.70% | Add +1.0% | 69,239 | $3.3M |
| Fjell Capital, LLC | 2.19% | Add +1.4% | 68,042 | $3.2M |
| Anchor Investment Management, LLC | 0.24% | No change | 67,512 | $3.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -39.1% | 67,400 | $3.2M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +31.4% | 66,459 | $3.1M |
| Investment Planning Advisors, Inc. | 0.73% | Reduce -6.1% | 66,409 | $3.1M |
| Diversify Advisory Services, LLC | 0.05% | New | 68,294 | $3.0M |
| Diversify Wealth Management, LLC | 0.05% | Add +4.1% | 68,294 | $3.0M |
| Cora Capital Advisors LLC | 0.85% | Add +15.9% | 64,202 | $3.0M |
| Expressive Wealth LLC | 2.85% | Reduce -9.4% | 64,001 | $3.0M |
| Investment Advisory Services Inc. /TX | 0.86% | Add +14.7% | 63,404 | $3.0M |
| Entruity Wealth, LLC | 1.93% | Reduce -41.4% | 63,164 | $3.0M |
| Nwam LLC | 0.14% | Add +6.4% | 60,693 | $2.9M |
| RFG Advisory, LLC | 0.04% | Reduce -24.2% | 59,625 | $2.8M |
| AlphaCore Capital LLC | 0.05% | Add +0.0% | 58,437 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +13.5% | 58,160 | $2.7M |
| Kovack Advisors, Inc. | 0.13% | Add +4.7% | 58,227 | $2.7M |
| Rothschild Investment LLC | 0.10% | Add +1.6% | 57,364 | $2.7M |
| Corient Private Wealth LP | 0.00% | Add +6.4% | 57,262 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -15.3% | 57,230 | $2.7M |
| Financial Perspectives, Inc | 0.65% | Add +4.4% | 56,715 | $2.7M |
| Saxony Capital Management, LLC | 1.20% | Add +22.1% | 55,568 | $2.6M |
| CapWealth Advisors, LLC | 0.21% | Reduce -6.4% | 55,309 | $2.6M |
| Trinity Wealth Management, LLC | 0.82% | Add +2.6% | 54,620 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 53,698 | $2.5M |
| Visionary Wealth Advisors | 0.10% | Reduce -0.2% | 52,080 | $2.5M |
| Sittner & Nelson, LLC | 0.77% | Add +12.6% | 52,036 | $2.5M |
| Gemmer Asset Management LLC | 0.16% | Reduce -0.2% | 51,345 | $2.4M |
| Trueblood Wealth Management, LLC | 0.83% | Add +6.0% | 50,521 | $2.4M |
| Armstrong, Fleming & Moore, Inc | 0.78% | No change | 50,028 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +98.7% | 49,018 | $2.3M |
| Absolute Capital Management, LLC | 0.57% | Add +22.4% | 48,104 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 47,910 | $2.3M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +0.6% | 48,597 | $2.3M |
| Park Avenue Securities LLC | 0.01% | Add +29.7% | 46,859 | $2.2M |
| Weil Company, Inc. | 0.39% | Add +14.8% | 46,535 | $2.2M |
| Crux Wealth Advisors | 0.75% | Add +1.0% | 45,620 | $2.2M |
| Fermata Advisors, LLC | 0.43% | Add +4.0% | 44,828 | $2.1M |
| Private Trust Co. NA | 0.17% | Add +12.2% | 44,732 | $2.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.76% | Add +13.0% | 44,059 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -13.3% | 44,057 | $2.1M |
| Creative Planning | 0.00% | Reduce -3.3% | 41,748 | $2.0M |
| Integrity Alliance, Llc. | 0.06% | Add +14.3% | 41,501 | $2.0M |
| Junk Investment Group, LLC | 0.87% | Add +6.0% | 41,480 | $2.0M |
| Birchwood Financial Partners, Inc. | 1.60% | Add +36.4% | 41,474 | $2.0M |
| Platt Wealth Management LLC | 1.56% | Add +20.9% | 41,221 | $1.9M |
| MSH Capital Advisors LLC | 0.34% | Add +9.0% | 40,813 | $1.9M |
| Colonial River Investments, LLC | 0.55% | Reduce -53.7% | 40,663 | $1.9M |
| Wealthcare Capital Partners, LLC | 0.78% | Add +20.3% | 39,876 | $1.9M |
| Mann Financial Group, Inc. | 1.57% | Add +0.1% | 39,806 | $1.9M |
| Nautilus Advisors LLC | 1.11% | Add +3.0% | 39,877 | $1.9M |
| Belpointe Asset Management LLC | 0.06% | Add +113.5% | 39,232 | $1.9M |
| Westside Investment Management, Inc. | 0.24% | Add +6.6% | 38,655 | $1.8M |
| Hunter Associates Investment Management LLC | 0.21% | Add +28.2% | 38,232 | $1.8M |
| Centerline Wealth Advisors, LLC | 0.56% | Reduce -1.6% | 38,114 | $1.8M |
| Owen LaRue, LLC | 0.62% | Add +2.6% | 37,828 | $1.8M |
| Fiduciary Alliance LLC | 0.12% | Reduce -1.4% | 37,379 | $1.8M |
| Vicus Capital | 0.11% | Add +30.4% | 37,085 | $1.8M |
| Harbor Investment Advisory, LLC | 0.12% | Add +17.0% | 36,683 | $1.7M |
| Tempus Wealth Planning, LLC | 0.34% | Add +1.2% | 36,488 | $1.7M |
| Citigroup Inc. | 0.00% | Add +27.7% | 36,041 | $1.7M |
| Pettyjohn, Wood & White, Inc. | 0.25% | Reduce -1.9% | 35,914 | $1.7M |
| United Advisor Group, LLC | 0.18% | Add +8.1% | 35,526 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -2.2% | 35,489 | $1.7M |
| Everpar Advisors LLC | 0.48% | Reduce -28.5% | 35,386 | $1.7M |
| J Hagan Capital, Inc. | 0.77% | Add +0.0% | 35,158 | $1.7M |
| First Heartland Consultants, Inc. | 0.11% | Add +3.7% | 34,882 | $1.6M |
| Summit Global Investments | 0.09% | Add +7.1% | 34,638 | $1.6M |
| Security Financial Services, INC. | 0.22% | Add +18.9% | 33,795 | $1.6M |
| Pines Wealth Management, LLC | 0.45% | Add +0.2% | 33,297 | $1.6M |
| Ashton Thomas Securities, LLC | 0.23% | Add +11.2% | 33,266 | $1.6M |
| Arax Advisory Partners | 0.01% | Reduce -49.3% | 33,114 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +12.9% | 32,714 | $1.5M |
| Advyzon Investment Management, LLC | 0.11% | Add +1.7% | 32,232 | $1.5M |
| Harborfront Financial Group LLC | 5.64% | — | 31,686 | $1.5M |
| CENTRAL TRUST Co | 0.03% | Reduce -1.2% | 31,373 | $1.5M |
| Silverlake Wealth Management LLC | 0.28% | Add +13.7% | 31,302 | $1.5M |
| NavPoint Financial, Inc. | 0.55% | Reduce -0.1% | 31,165 | $1.5M |
| Peak Planning Group, LLC | 0.32% | Reduce -0.7% | 29,761 | $1.4M |
| Fourpath Capital Management, LLC | 0.18% | Add +8.3% | 29,663 | $1.4M |
| Professional Financial Advisors, LLC | 0.24% | Reduce -0.8% | 29,190 | $1.4M |
| LexAurum Advisors, LLC | 0.16% | Reduce -5.2% | 29,185 | $1.4M |
| International Assets Investment Management, LLC | 0.08% | Add +8.6% | 29,020 | $1.4M |
| Rather & Kittrell, Inc. | 0.19% | Reduce -2.3% | 28,817 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +275.5% | 28,860 | $1.4M |
| Norden Group LLC | 0.11% | Add +4.6% | 28,188 | $1.3M |
| Vantus Wealth LLC | 0.71% | — | 28,103 | $1.3M |
| Capital Management Associates, Inc | 0.27% | Reduce -7.6% | 28,089 | $1.3M |
| Lodestone Wealth Management LLC | 0.47% | Add +1.6% | 28,011 | $1.3M |
| Private Client Services, LLC | 0.34% | New | 27,485 | $1.3M |
| Lantern Wealth Advisors, LLC | 0.59% | Add +15.8% | 27,181 | $1.3M |
| M Holdings Securities, Inc. | 0.17% | Add +0.6% | 27,437 | $1.3M |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.7% | 26,093 | $1.2M |
| AQR Capital Management | 0.00% | Add +8.6% | 26,040 | $1.2M |
| KOM Wealth Management Group, LLC | 0.73% | Reduce -0.6% | 25,717 | $1.2M |
| Clearview Wealth Management LLC | 0.78% | Add +3.4% | 25,617 | $1.2M |
| CGN Advisors LLC | 0.09% | Add +1.6% | 25,407 | $1.2M |
| Aspire Growth Partners LLC | 0.70% | Add +1.3% | 25,397 | $1.2M |
| Greenline Wealth Management LLC | 0.98% | Reduce -0.6% | 25,340 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +32.3% | 25,101 | $1.2M |
| Melone Private Wealth, LLC | 0.45% | No change | 24,900 | $1.2M |
| Regal Investment Advisors LLC | 0.06% | Add +26.5% | 24,493 | $1.2M |
| Sun Financial Inc | 0.54% | Reduce -3.7% | 24,401 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +33.2% | 23,772 | $1.1M |
| Northwest Financial Advisors | 0.15% | Reduce -26.1% | 23,617 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -3.2% | 23,164 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.09% | Reduce -1.4% | 22,846 | $1.1M |
| Storen Legacy Partners, LLC | 0.29% | Reduce -47.9% | 22,809 | $1.1M |
| Procyon Advisors, LLC | 0.05% | Add +1.4% | 22,336 | $1.1M |
| Indivisible Partners | 0.06% | New | 22,095 | $1.0M |
| Florida Financial Advisors, LLC | 0.18% | Add +38.5% | 22,080 | $1.0M |
| Merited Wealth, LLC | 0.74% | Reduce -72.0% | 22,074 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.5% | 21,573 | $1.0M |
| 180 Wealth Advisors, LLC | 0.10% | Add +8.0% | 21,384 | $1.0M |
| Cim, LLC | 0.12% | Reduce -2.2% | 20,413 | $964K |
| Capital Planning LLC | 0.27% | Reduce -5.8% | 19,864 | $938K |
| Mercer Global Advisors Inc. | 0.00% | Add +92.4% | 19,868 | $938K |
| Bright Futures Wealth Management, LLC. | 0.59% | New | 19,386 | $915K |
| HB Wealth Management, LLC | 0.01% | New | 19,255 | $909K |
| GTS Securities LLC | 0.02% | Reduce -52.8% | 19,223 | $907K |
| Carnegie Lake Advisors LLC | 0.34% | Add +4.2% | 19,136 | $903K |
| CVFG LLC | 0.09% | Add +80.9% | 18,938 | $894K |
| Hardworking Capital Advisors, LLC | 0.73% | Add +1.8% | 18,934 | $894K |
| AE Wealth Management LLC | 0.00% | Add +36.3% | 18,879 | $891K |
| Brown Miller Wealth Management, LLC | 0.22% | No change | 18,668 | $881K |
| Mascagni Wealth Management, Inc. | 0.53% | Add +3.0% | 18,182 | $858K |
| Transcend Capital Advisors, LLC | 0.06% | Add +6.2% | 17,901 | $845K |
| KMG Fiduciary Partners, LLC | 0.08% | Add +1.7% | 17,868 | $843K |
| Uptick Partners, LLC | 0.13% | Add +1.1% | 17,548 | $828K |
| Cornell Pochily Investment Advisors, Inc. | 0.22% | Add +209.5% | 17,441 | $823K |
| Blue Zone Wealth Advisors, LLC | 0.14% | Add +6.7% | 17,320 | $818K |
| Clearwave Capital, LLC | 0.45% | Add +5.3% | 17,147 | $809K |
| Harmony Asset Management LLC | 0.22% | Reduce -3.5% | 17,068 | $806K |
| BHK Investment Advisors, LLC | 0.24% | Add +31.6% | 17,010 | $803K |
| Tortuga Wealth Management, Inc | 0.61% | Reduce -3.4% | 16,976 | $801K |
| RIA Advisory Group LLC | 0.18% | Add +2.6% | 16,825 | $794K |
| FMR LLC | 0.00% | Add +105.1% | 16,671 | $787K |
| WealthTrak Capital Management LLC | 0.51% | Reduce -43.0% | 16,583 | $783K |
| Fortis Capital Advisors, LLC | 0.09% | New | 16,523 | $780K |
| TCFG Investment Advisors, LLC | 0.26% | Reduce -0.7% | 16,372 | $773K |
| HUB Investment Partners, LLC | 0.01% | Add +6.0% | 16,359 | $772K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +3.0% | 16,269 | $768K |
| ProCore Advisors, LLC | 0.95% | Add +8.3% | 16,263 | $768K |
| Advisory Alpha, LLC | 0.02% | Add +0.2% | 16,130 | $761K |
| VestGen Advisors, LLC | 0.02% | Reduce -20.2% | 15,968 | $754K |
| Choreo, LLC | 0.01% | Reduce -4.4% | 15,938 | $753K |
| Processus Wealth & Capital Management, LLC | 0.44% | Add +3.5% | 15,880 | $750K |
| Focus Financial Network, Inc. | 0.02% | New | 15,824 | $747K |
| StoneX Group Inc. | 0.03% | Add +15.3% | 15,788 | $745K |
| Northern Trust Corp. | 0.00% | Add +0.6% | 15,655 | $739K |
| Keystone Financial Services, LLC | 0.44% | Add +3.5% | 15,649 | $739K |
| Certior Financial Group, LLC | 0.40% | Add +1.7% | 15,486 | $731K |
| RiverFront Investment Group, LLC | 0.01% | No change | 15,009 | $708K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.8% | 14,917 | $704K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +4.0% | 14,885 | $703K |
| Wealthgarden F.S. LLC | 0.40% | Reduce -0.7% | 14,768 | $697K |
| Weatherly Asset Management L. P. | 0.05% | No change | 14,695 | $694K |
| Glassy Mountain Advisors, Inc. | 0.19% | Add +11.9% | 14,678 | $693K |
| Bison Wealth, LLC | 0.06% | Add +0.1% | 14,508 | $683K |
| HFG Advisors, Inc. | 0.42% | No change | 14,430 | $681K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.22% | Add +0.0% | 14,885 | $679K |
| Intrua Financial, LLC | 0.06% | Add +49.7% | 14,312 | $676K |
| Optimus Capital Advisors, LLC | 0.35% | Add +169.4% | 13,938 | $658K |
| ORBA Wealth Advisors, L.L.C. | 0.55% | Reduce -10.3% | 13,653 | $644K |
| Pathstone Holdings, LLC | 0.00% | No change | 13,568 | $640K |
| Tudor Financial Inc. | 0.28% | Add +4.5% | 13,331 | $629K |
| Warner Group LLC | 0.15% | Add +101.2% | 13,291 | $627K |
| PCG Wealth Advisors, LLC | 0.14% | Reduce -9.7% | 13,289 | $627K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -3.7% | 13,229 | $624K |
| Sard Wealth Management Group, LLC | 0.29% | Add +3.5% | 13,059 | $616K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.3% | 12,960 | $612K |
| Duncan Williams Asset Management, LLC | 0.14% | Add +41.6% | 12,958 | $612K |
| Balboa Wealth Partners | 0.08% | Reduce -23.6% | 12,923 | $610K |
| Betterment LLC | 0.00% | Add +17.3% | 12,802 | $604K |
| Advisor Resource Council | 0.20% | Add +29.8% | 12,749 | $600K |
| Core Wealth Partners LLC | 0.25% | Add +34.8% | 12,638 | $597K |
| Strategic Wealth Investment Group, LLC | 0.07% | Add +15.6% | 12,533 | $592K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 12,533 | $592K |
| Trilogy Capital Inc. | 0.02% | Reduce -6.2% | 12,182 | $575K |
| GSG Advisors LLC | 0.12% | Add +9.1% | 11,821 | $558K |
| Facet Wealth, Inc. | 0.01% | New | 11,798 | $557K |
| High Net Worth Advisory Group LLC | 0.12% | Add +125.4% | 11,482 | $542K |
| Ameriflex Group, Inc. | 0.22% | Add +53.1% | 11,374 | $537K |
| WealthSpring Partners, LLC | 0.46% | Reduce -46.7% | 11,330 | $535K |
| Hicks Capital Management LLC | 0.44% | Add +10.7% | 11,259 | $531K |
| Savvy Advisors, Inc. | 0.01% | Add +27.2% | 11,203 | $529K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.6% | 11,089 | $523K |
| Cushing Capital Partners, LLC | 0.36% | No change | 11,075 | $523K |
| WCG Wealth Advisors LLC | 0.01% | New | 10,862 | $513K |
| Leo H. Evart, Inc. | 0.40% | No change | 10,838 | $512K |
| Franklin Resources Inc. | 0.00% | New | 10,802 | $510K |
| Fisher Asset Management | 0.00% | New | 10,778 | $509K |
| Versant Capital Management, Inc | 0.04% | Add +98.7% | 10,616 | $501K |
| Titleist Asset Management, LLC | 0.03% | Reduce -2.7% | 10,578 | $499K |
| Brookwood Investment Group LLC | 0.06% | Reduce -8.8% | 10,260 | $484K |
| Adelphi Trust Co | 0.32% | No change | 10,128 | $478K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +15.5% | 9,831 | $465K |
| Stratos Investment Management, LLC | 0.02% | New | 9,842 | $465K |
| Bank of Montreal | 0.00% | Add +9.2% | 9,833 | $464K |
| Brighton Jones LLC | 0.01% | New | 9,578 | $452K |
| Faithward Advisors, LLC | 0.05% | New | 9,527 | $450K |
| OneAscent Financial Services LLC | 0.02% | Add +5.5% | 9,409 | $444K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -9.4% | 9,202 | $434K |
| US Bancorp \de | 0.00% | Add +59.3% | 9,079 | $429K |
| COFG Advisors, LLC | 0.07% | Add +24.4% | 8,878 | $419K |
| PFG Investments, LLC | 0.02% | Reduce -32.0% | 8,842 | $417K |
| Commerce Bank | 0.00% | No change | 8,701 | $411K |
| Johnson Financial Group, LLC | 0.02% | New | 8,653 | $408K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +41.8% | 8,562 | $404K |
| Semus Wealth Partners LLC | 0.19% | Add +0.8% | 8,457 | $399K |
| Acorn Wealth Advisors, LLC | 0.10% | New | 8,398 | $396K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +13.7% | 8,338 | $394K |
| R2 Capital Strategies, LLC | 0.18% | — | 8,274 | $391K |
| James J. Burns & Company, LLC | 0.04% | No change | 8,204 | $387K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +5.4% | 8,101 | $382K |
| Convergence Financial, LLC | 0.03% | New | 8,060 | $380K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.0% | 7,991 | $377K |
| Insigneo Advisory Services, LLC | 0.01% | New | 7,952 | $375K |
| CRA Financial Services, LLC | 0.04% | Reduce -1.4% | 7,861 | $371K |
| Keating Financial Advisory Services, Inc. | 0.05% | Add +6.1% | 7,734 | $365K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -0.0% | 7,703 | $364K |
| Quadrant Capital Group LLC | 0.01% | No change | 7,666 | $362K |
| Triad Wealth Partners, LLC | 0.02% | Add +0.2% | 7,872 | $360K |
| Simplicity Wealth,LLC | 0.01% | Reduce -2.5% | 7,632 | $360K |
| Naviter Wealth, LLC | 0.03% | New | 7,425 | $351K |
| Jacobi Capital Management LLC | 0.02% | Add +4.9% | 7,286 | $344K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 7,258 | $343K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 7,199 | $340K |
| Herold Advisors, Inc. | 0.07% | Add +9.6% | 7,234 | $339K |
| Carson Advisory Inc. | 0.16% | Reduce -6.4% | 7,156 | $338K |
| Guidance Capital, Inc. | 0.07% | No change | 7,237 | $333K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 7,002 | $330K |
| XTX Topco Ltd | 0.00% | New | 6,949 | $328K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -69.1% | 6,846 | $323K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 6,825 | $322K |
| Sapient Capital LLC | 0.00% | Add +3.9% | 6,730 | $318K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,721 | $317K |
| Symphony Financial, Ltd. Co. | 0.03% | No change | 6,704 | $316K |
| Prosperity Financial Group, Inc. | 0.10% | Add +0.8% | 6,637 | $313K |
| Victory Financial Group, LLC | 0.03% | New | 6,570 | $310K |
| Alta Wealth Advisors LLC | 0.08% | New | 6,557 | $309K |
| Northland Securities, Inc. | 0.18% | Reduce -5.6% | 6,545 | $309K |
| Crown Wealth Group, LLC | 0.08% | Add +13.3% | 6,412 | $303K |
| Empower Advisory Group, LLC | 0.00% | New | 6,357 | $300K |
| Capital International Investors | 0.00% | New | 6,280 | $296K |
| Goldstone Financial Group, LLC | 0.03% | No change | 6,274 | $296K |
| WESPAC Advisors, LLC | 0.14% | Reduce -3.1% | 6,239 | $294K |
| Advisortrust Partners, LLC | 0.10% | New | 6,202 | $293K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.1% | 6,183 | $291K |
| Capital Investment Management, Inc. | 0.09% | Add +1.0% | 6,160 | $291K |
| Money Concepts Capital Corp. | 0.01% | New | 6,112 | $288K |
| Chilton Capital Management LLC | 0.01% | Add +8.1% | 6,031 | $285K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 6,023 | $284K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | New | 6,000 | $283K |
| MPWM Advisory Solutions, LLC | 0.13% | Reduce -34.8% | 5,874 | $277K |
| Prairie Advisory, LLC | 0.07% | — | 5,825 | $275K |
| HRC Wealth Management, LLC | 0.11% | No change | 5,809 | $274K |
| Root Financial Partners, LLC | 0.01% | Reduce -4.1% | 5,757 | $272K |
| World Equity Group, Inc. | 0.06% | Reduce -50.0% | 5,660 | $267K |
| FinDec Wealth Services, Inc. | 0.31% | Reduce -4.8% | 5,645 | $266K |
| Capital Asset Advisory Services LLC | 0.01% | Add +1.8% | 5,640 | $266K |
| Vermillion & White Wealth Management Group, LLC | 0.13% | New | 5,572 | $262K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -49.0% | 5,537 | $261K |
| Tilson Financial Group, Inc. | 0.07% | New | 5,501 | $260K |
| Landaas & Co. /Wi | 0.05% | New | 5,474 | $258K |
| Johnson Investment Counsel Inc. | 0.00% | New | 5,467 | $258K |
| Acorn Financial Advisory Services Inc. | 0.03% | Reduce -9.8% | 5,443 | $257K |
| CoreCap Advisors, LLC | 0.01% | Add +5.8% | 5,397 | $255K |
| Hilltop Holdings Inc. | 0.02% | Add +2.4% | 5,375 | $254K |
| Magnolia Capital Advisors LLC | 0.04% | No change | 5,330 | $252K |
| GLR Partners, LLC | 0.12% | New | 5,325 | $251K |
| Lewis Asset Management, LLC | 0.09% | Add +5.0% | 5,305 | $250K |
| XY Planning Network, Inc. | 0.03% | New | 5,288 | $250K |
| Cypress Capital, LLC | 0.07% | New | 5,196 | $245K |
| GAMMA Investing LLC | 0.01% | Add +352.3% | 5,161 | $244K |
| Mission Financial Group, LLC | 0.20% | — | 5,073 | $239K |
| Zions Bancorporation, National Association | 0.01% | No change | 5,000 | $236K |
| 4WEALTH Advisors, Inc. | 0.18% | New | 5,026 | $235K |
| Planned Solutions, Inc. | 0.07% | Reduce -15.1% | 4,971 | $235K |
| Richardson Capital Management LLC | 0.10% | No change | 4,725 | $223K |
| First Citizens Bank & Trust Co. | 0.00% | New | 4,697 | $222K |
| Midwest Trust Co | 0.00% | New | 4,603 | $217K |
| Pursuit Wealth Strategies, LLC | 0.28% | New | 4,579 | $216K |
| Aspen Capital Management, LLC | 0.05% | New | 4,578 | $216K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 4,531 | $214K |
| Maridea Wealth Management LLC | 0.02% | New | 4,487 | $212K |
| Southland Equity Partners LLC | 0.04% | New | 4,475 | $211K |
| Eagle Bluffs Wealth Management LLC | 0.07% | New | 4,457 | $210K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -34.4% | 4,447 | $210K |
| Martin Capital Partners, LLC | 0.08% | New | 4,388 | $207K |
| Aspiring Ventures, LLC | 0.05% | New | 4,250 | $201K |
| CX Institutional | 0.01% | Add +475.0% | 4,031 | $190K |
| Whipplewood Advisors, LLC | 0.11% | Reduce -47.5% | 3,552 | $168K |
| Operose Advisors LLC | 0.03% | Reduce -5.5% | 3,100 | $146K |
| Mather Group, Llc. | 0.00% | No change | 2,761 | $130K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 2,732 | $129K |
| Winch Advisory Services, LLC | 0.03% | Add +74.4% | 2,546 | $120K |
| Larson Financial Group LLC | 0.00% | Reduce -10.2% | 2,434 | $115K |
| Cape Investment Advisory, Inc. | 0.03% | New | 2,347 | $111K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,200 | $104K |
| Lavaca Capital LLC | 0.01% | No change | 2,200 | $104K |
| TrustBank | 0.03% | New | 2,000 | $94K |
| Russell Investments Group, Ltd. | 0.00% | Add +383.5% | 1,871 | $88K |
| Lanark Financial, Inc. | 0.01% | No change | 1,772 | $84K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,745 | $82K |
| Archer Investment Corp | 0.02% | No change | 1,715 | $81K |
| Beacon Financial Strategies CORP | 0.04% | New | 1,700 | $80K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,640 | $77K |
| Parallel Advisors, LLC | 0.00% | No change | 1,607 | $76K |
| Rossby Financial, LCC | 0.01% | Add +9.4% | 1,591 | $75K |
| Avion Wealth | 0.01% | No change | 1,540 | $72K |
| McGuire Capital Advisors Inc. | 0.04% | New | 1,525 | $72K |
| Colonial Trust Co / SC | 0.01% | New | 1,517 | $71K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,453 | $69K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,366 | $64K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Reduce -0.2% | 1,322 | $62K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 1,289 | $61K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.3% | 1,291 | $60K |
| Trust Co. of Vermont | 0.00% | — | 1,266 | $60K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,179 | $56K |
| Banco de Sabadell, S.A | 0.03% | No change | 1,162 | $55K |
| Fairscale Capital, LLC | 0.03% | No change | 1,134 | $54K |
| Trust Co | 0.00% | No change | 1,029 | $49K |
| BlackRock, Inc. | 0.00% | Add +2822.9% | 1,023 | $48K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,000 | $47K |
| Vanguard Advisers Inc. | 0.00% | Add +13.3% | 961 | $45K |
| Motco | 0.00% | No change | 960 | $45K |
| Oakworth Capital, Inc. | 0.00% | New | 700 | $33K |
| Parkside Financial Bank & Trust | 0.00% | New | 695 | $33K |
| IAG Wealth Partners, LLC | 0.00% | Add +169.7% | 693 | $33K |
| Triumph Capital Management | 0.01% | No change | 660 | $31K |
| Fourth Dimension Wealth, LLC | 0.01% | New | 628 | $30K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 602 | $28K |
| Ancora Advisors LLC | 0.00% | Add +287.8% | 539 | $25K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 500 | $24K |
| Bokf, NA | 0.00% | No change | 455 | $21K |
| Stone House Investment Management, LLC | 0.00% | New | 445 | $21K |
| Signature Equity Partners, LLC | 0.01% | Reduce -14.8% | 443 | $21K |
| Miller Capital Partners, Inc. | 0.01% | No change | 412 | $19K |
| SRH Advisors, LLC | 0.00% | New | 375 | $18K |
| SJS Investment Consulting Inc. | 0.00% | New | 250 | $12K |
| ESL Trust Services, LLC | 0.00% | New | 226 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 222 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 172 | $8K |
| MV Capital Management, Inc. | 0.00% | New | 170 | $8K |
| Vima LLC | 0.01% | — | 150 | $7K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 145 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +43.5% | 122 | $6K |
| Financial Consulate, Inc. | 0.00% | Reduce -49.6% | 126 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +6.2% | 120 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 117 | $6K |
| Arvest Investments, Inc. | 0.00% | No change | 115 | $5K |
| Abound Wealth Management | 0.00% | Reduce -80.8% | 102 | $5K |
| Bare Financial Services, Inc | 0.00% | New | 100 | $5K |
| Hilltop National Bank | 0.00% | No change | 84 | $4K |
| Key Financial Inc | 0.00% | New | 34 | $2K |
| Front Row Advisors LLC | 0.00% | New | 18 | $845 |
| Golden State Wealth Management, LLC | 0.00% | No change | 17 | $803 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $142 |
"% of holder's portfolio" is CGGR's weight in each manager's 13F, not the share of Cap Group Growth Equity the manager owns.