Cap Group Intl FocusCGXUETF
13F holders, Q4 2024 (December 31)270holders +31
28new positions
21sold out
1famous investor
$24.82avg. 13F price*
At the end of Q4 2024, 270 institutions reported holding Cap Group Intl Focus (CGXU) in their 13F filings, up 31 from Q3 2024. 28 opened new positions and 21 sold out. The largest holders were Captrust Financial Advisors ($236.2M), Northwestern Mutual Wealth Management Co. ($166.0M) and Wells Fargo & Company ($141.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Intl Focus
- Filed as
- CAPITAL GROUP INTL FOCUS EQT (Q4 2024)
- CUSIP
- 14019W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $57.3M |
| Exits | 21 | $24.7M |
All 13F filers, Q3 2024 → Q4 2024: 10,392,000 shares bought and 1,934,866 shares sold, net +8,457,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Captrust Financial Advisors | 0.68% | Add +4.3% | 9,575,089 | $236.2M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +11.6% | 6,727,695 | $166.0M |
| Wells Fargo & Company | 0.03% | Add +3.0% | 5,753,043 | $141.9M |
| UBS Group AG | 0.03% | Add +8.0% | 4,644,400 | $114.6M |
| Raymond James Financial Inc. | 0.04% | — | 4,364,619 | $107.7M |
| LPL Financial LLC | 0.04% | Add +64.0% | 3,866,749 | $95.4M |
| Royal Bank of Canada | 0.02% | Add +1.6% | 3,613,962 | $89.2M |
| Cerity Partners LLC | 0.18% | Add +1.8% | 3,427,830 | $84.6M |
| Capital Group Private Client Services, Inc. | 0.74% | Add +4.1% | 3,265,219 | $80.6M |
| Commonwealth Equity Services, LLC | 0.12% | Add +6.8% | 3,192,323 | $78.8M |
| Morgan Stanley | 0.00% | Add +19.2% | 2,800,064 | $69.1M |
| Osaic Holdings, Inc. | 0.09% | Reduce -13.6% | 1,555,644 | $38.4M |
| Confluence Wealth Services, Inc. | 2.45% | Add +18.2% | 1,457,547 | $37.7M |
| Inspirion Wealth Advisors, LLC | 5.02% | Add +5.3% | 1,437,352 | $36.0M |
| Cetera Investment Advisers | 0.07% | Add +6.4% | 1,353,318 | $33.4M |
| Stifel Financial Corp. | 0.03% | Add +6.7% | 1,352,057 | $33.4M |
| Orion Porfolio Solutions, LLC | 0.33% | Reduce -0.4% | 1,349,275 | $33.3M |
| Orion Portfolio Solutions, LLC | 0.33% | Reduce -0.4% | 1,349,275 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.6% | 1,313,577 | $32.4M |
| Eclectic Associates Inc. | 9.30% | Add +2.6% | 1,274,618 | $31.4M |
| CPC Advisors, LLC | 4.09% | Add +2.8% | 1,217,876 | $30.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +4.7% | 1,071,837 | $26.4M |
| Private Advisor Group, LLC | 0.15% | Add +4.8% | 1,056,061 | $26.1M |
| NewEdge Advisors, LLC | 0.15% | Add +29.4% | 985,632 | $24.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +4.9% | 985,182 | $24.3M |
| Bank of America Corp. | 0.00% | Add +12.4% | 983,018 | $24.3M |
| &partners | 0.27% | Add +204.7% | 921,271 | $22.9M |
| SOL Capital Management CO | 2.49% | Reduce -3.7% | 907,683 | $22.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +5.9% | 903,070 | $22.3M |
| MML Investors Services, LLC | 0.08% | Add +12.2% | 902,894 | $22.3M |
| Baird Financial Group, Inc. | 0.04% | Add +3.2% | 844,952 | $20.8M |
| Sei Investments Co. | 0.03% | Reduce -2.1% | 837,237 | $20.7M |
| Jones Financial Companies LLLP | 0.02% | Add +70.1% | 719,526 | $17.8M |
| Armstrong, Fleming & Moore, Inc | 10.16% | Add +3.7% | 679,780 | $16.8M |
| AdvisorNet Financial, Inc | 1.39% | Add +33.8% | 674,793 | $16.6M |
| McGlone Suttner Wealth Management, Inc. | 2.72% | Add +31.6% | 660,958 | $16.3M |
| Strategic Wealth Investment Group, LLC | 0.85% | New | 53,144 | $15.4M |
| DeDora Capital, Inc. | 4.09% | Add +1.0% | 605,539 | $14.9M |
| D.A. Davidson & Co. | 0.12% | Add +6.1% | 587,286 | $14.5M |
| Legacy CG, LLC | 4.43% | New | 585,899 | $14.5M |
| Main Line Retirement Advisors, LLC | 9.17% | Add +7.5% | 564,490 | $13.9M |
| Koshinski Asset Management, Inc. | 1.15% | Add +6.5% | 545,808 | $13.5M |
| Cahill Financial Advisors Inc. | 1.71% | Reduce -0.5% | 510,641 | $12.6M |
| Bleakley Financial Group, LLC | 0.38% | Reduce -5.4% | 506,046 | $12.5M |
| Freedom Financial Partners LLC | 5.97% | — | 501,694 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.4% | 482,572 | $11.9M |
| Souders Financial Advisors | 1.65% | Add +12.3% | 479,569 | $11.8M |
| Hopwood Financial Services, Inc. | 8.91% | — | 476,434 | $11.8M |
| Lantz Financial LLC | 3.10% | Add +8.4% | 471,769 | $11.6M |
| Financial Management Network Inc. | 2.32% | Add +2.2% | 448,021 | $11.1M |
| BetterWealth, LLC | 2.97% | New | 437,165 | $10.8M |
| Aprio Wealth Management, LLC | 1.41% | Add +31.4% | 391,332 | $9.7M |
| Jane Street Group, LLC | 0.01% | Add +19.3% | 353,483 | $8.7M |
| Sterling Investment Counsel, LLC | 5.74% | Reduce -41.8% | 351,850 | $8.7M |
| Axxcess Wealth Management, LLC | 0.21% | Add +2.0% | 349,860 | $8.6M |
| Daymark Wealth Partners, LLC | 0.34% | Reduce -1.4% | 329,621 | $8.1M |
| Gutierrez Wealth Advisory, LLC | 6.40% | — | 314,627 | $7.8M |
| Vawter Financial, Ltd. | 4.59% | Add +4.2% | 309,793 | $7.6M |
| Mason Investment Advisory Services, Inc. | 0.44% | Add +3525.8% | 306,232 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Add +8.6% | 302,759 | $7.5M |
| Bridgewealth Advisory Group, LLC | 2.11% | Add +28.4% | 283,076 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -46.3% | 289,159 | $7.1M |
| EverSource Wealth Advisors, LLC | 0.39% | Add +5229.4% | 277,499 | $6.8M |
| TKG Advisors, LLC | 3.11% | Add +11.7% | 260,336 | $6.8M |
| Old Mission Capital LLC | 0.15% | Add +37.0% | 269,931 | $6.7M |
| Delta Financial Group, Inc. | 1.55% | Add +16.5% | 269,053 | $6.6M |
| Burton Enright Welch | 1.23% | Add +18.6% | 236,590 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -10.1% | 231,854 | $5.7M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +9.6% | 219,009 | $5.4M |
| Bare Financial Services, Inc | 2.05% | Reduce -10.9% | 206,673 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.6% | 176,932 | $4.6M |
| G&S Capital LLC | 1.87% | Add +11.5% | 183,845 | $4.5M |
| Sovran Advisors, LLC | 0.64% | — | 182,871 | $4.5M |
| Cushing Capital Partners, LLC | 4.16% | — | 175,104 | $4.3M |
| Riverview Capital Advisers, LLC | 1.27% | Reduce -3.6% | 170,942 | $4.2M |
| Brown Miller Wealth Management, LLC | 1.49% | Add +4.2% | 157,361 | $3.9M |
| Clearview Wealth Advisors LLC | 2.94% | Add +4.2% | 156,932 | $3.9M |
| SPC Financial, Inc. | 0.31% | New | 143,401 | $3.5M |
| Worth Financial Advisory Group, LLC | 2.17% | Add +3.0% | 143,255 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +14.6% | 139,773 | $3.4M |
| Ameritas Advisory Services, LLC | 0.12% | Add +5.5% | 137,876 | $3.4M |
| Cyndeo Wealth Partners, LLC | 0.23% | Add +0.5% | 136,727 | $3.4M |
| Signet Financial Management, LLC | 0.40% | Reduce -0.9% | 126,345 | $3.1M |
| Entruity Wealth, LLC | 3.04% | — | 124,179 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.5% | 123,691 | $3.1M |
| Valmark Advisers, Inc. | 0.05% | Add +1.6% | 119,162 | $2.9M |
| Capital Analysts, LLC | 0.12% | Add +75.7% | 118,324 | $2.9M |
| CLG LLC | 0.97% | — | 110,367 | $2.7M |
| Lodestone Wealth Management LLC | 1.34% | Reduce -0.3% | 107,940 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +92.7% | 107,502 | $2.7M |
| Investmark Advisory Group LLC | 1.28% | Add +1.0% | 105,630 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Add +3.6% | 104,914 | $2.6M |
| CENTRAL TRUST Co | 0.06% | Add +78.0% | 102,043 | $2.5M |
| Bill Few Associates, Inc. | 0.82% | Add +13.5% | 94,860 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +28.6% | 94,557 | $2.3M |
| Aspire Growth Partners LLC | 2.27% | — | 93,961 | $2.3M |
| Strata Wealth Advisors, LLC | 0.69% | New | 89,194 | $2.2M |
| Procyon Advisors, LLC | 0.14% | Add +1.9% | 88,656 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +6.0% | 87,920 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +2.2% | 83,719 | $2.1M |
| Olistico Wealth, LLC | 1.11% | Add +16.8% | 77,473 | $1.9M |
| Cwm, LLC | 0.01% | Add +25.0% | 75,208 | $1.9M |
| Atlas Legacy Advisors, LLC | 0.44% | — | 73,031 | $1.8M |
| Capital Planning LLC | 0.46% | Reduce -1.6% | 71,508 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.4% | 71,175 | $1.8M |
| 5T Wealth, LLC | 0.95% | — | 70,528 | $1.7M |
| Barnes Pettey Financial Advisors, LLC | 1.27% | Add +61.7% | 67,580 | $1.7M |
| Continuum Advisory, LLC | 0.21% | Add +6.4% | 66,142 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Add +99.5% | 65,913 | $1.6M |
| LongView Wealth Management | 0.47% | Add +0.3% | 62,761 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +10.6% | 62,624 | $1.5M |
| United Advisor Group, LLC | 0.30% | New | 61,895 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +1.8% | 59,482 | $1.5M |
| CRA Financial Services, LLC | 0.25% | Add +33.8% | 59,091 | $1.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.49% | Add +23.1% | 57,413 | $1.4M |
| Burford Brothers, Inc. | 0.69% | Add +1.7% | 57,208 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +12.6% | 56,623 | $1.4M |
| Sittner & Nelson, LLC | 0.60% | Add +21.6% | 56,326 | $1.4M |
| GTS Securities LLC | 0.07% | New | 56,049 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Add +4.7% | 55,505 | $1.4M |
| Duncan Williams Asset Management, LLC | 0.53% | Add +118.6% | 54,452 | $1.3M |
| Transcendent Capital Group LLC | 0.67% | Add +11.0% | 52,532 | $1.3M |
| JSF Financial, LLC | 0.34% | New | 51,872 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | Add +16.4% | 51,405 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -0.8% | 51,259 | $1.3M |
| Spire Wealth Management | 0.04% | Add +45.2% | 49,564 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.23% | Add +0.7% | 47,534 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +7.0% | 46,930 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -6.8% | 46,914 | $1.2M |
| Fullcircle Wealth LLC | 0.47% | Add +1.2% | 43,843 | $1.2M |
| Signature Wealth Management Group | 0.45% | Add +2.0% | 45,072 | $1.1M |
| Endeavor Private Wealth, Inc. | 1.04% | — | 44,389 | $1.1M |
| CWS Financial Advisors, LLC | 0.35% | Add +42.6% | 43,534 | $1.1M |
| Wintrust Investments LLC | 0.89% | Reduce -15.4% | 41,120 | $1.0M |
| Trueblood Wealth Management, LLC | 0.50% | No change | 41,070 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Add +57.7% | 40,782 | $1.0M |
| Comerica Bank | 0.00% | Add +117.2% | 40,280 | $994K |
| Total Clarity Wealth Management, Inc. | 0.31% | Reduce -2.1% | 38,979 | $962K |
| Pines Wealth Management, LLC | 0.41% | — | 38,270 | $946K |
| Susquehanna International Group, LLP | 0.00% | Add +290.3% | 38,246 | $944K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.3% | 37,577 | $927K |
| Fearless Solutions, LLC dba Best Invest | 0.70% | — | 36,928 | $911K |
| Marshall Wace, LLP | 0.00% | New | 35,556 | $877K |
| Natixis Advisors, LLC | 0.00% | Add +23.5% | 35,515 | $876K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 34,859 | $860K |
| Stephens Inc. | 0.01% | New | 33,857 | $835K |
| Lodestar Private Asset Management LLC | 0.10% | Add +86.4% | 32,978 | $814K |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.5% | 32,962 | $812K |
| US Bancorp \de | 0.00% | No change | 32,717 | $807K |
| Good Life Advisors, LLC | 0.06% | Reduce -25.2% | 32,568 | $803K |
| Triangle Securities Wealth Management | 0.21% | Add +22.9% | 32,442 | $800K |
| Mariner, LLC | 0.00% | Add +26.6% | 32,370 | $799K |
| Clear Creek Financial Management, LLC | 0.09% | Add +59.0% | 32,285 | $796K |
| KOM Wealth Management Group, LLC | 0.57% | Add +2.3% | 31,430 | $775K |
| Greykasell Wealth Strategies, Inc. | 0.42% | — | 30,597 | $755K |
| ERn Financial, LLC | 0.11% | New | 30,380 | $749K |
| Harbour Investments, Inc. | 0.02% | Add +4.1% | 29,745 | $734K |
| Lincoln Capital LLC | 0.15% | Reduce -2.3% | 29,278 | $722K |
| Avaii Wealth Management, LLC | 0.35% | Add +3.4% | 28,844 | $712K |
| Woodmont Investment Counsel LLC | 0.05% | Add +40.8% | 28,075 | $693K |
| 180 Wealth Advisors, LLC | 0.11% | Add +2.8% | 27,881 | $688K |
| Choreo, LLC | 0.01% | Add +1.2% | 27,521 | $679K |
| Essex Financial Services, Inc. | 0.05% | Reduce -4.2% | 27,458 | $677K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +11.9% | 27,210 | $671K |
| Round Rock Advisors LLC | 0.13% | Reduce -10.8% | 26,592 | $656K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | No change | 25,951 | $640K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +127.6% | 25,852 | $638K |
| RFG Advisory, LLC | 0.02% | New | 24,539 | $605K |
| PFG Advisors | 0.04% | Add +26.7% | 24,136 | $595K |
| Quantinno Capital Management LP | 0.01% | Add +109.3% | 24,102 | $595K |
| Strategic Blueprint, LLC | 0.04% | New | 23,844 | $588K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.7% | 23,622 | $583K |
| Stonebrook Private Inc. | 0.13% | Add +0.7% | 20,899 | $516K |
| Capital International Investors | 0.00% | Reduce -49.6% | 20,300 | $501K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.8% | 20,255 | $500K |
| Renaissance Technologies | 0.00% | New | 20,200 | $498K |
| Summit Investment Advisory Services, LLC | 0.25% | Add +34.0% | 19,735 | $487K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +38.7% | 19,699 | $486K |
| Roof Eidam Maycock Peralta, LLC | 0.13% | Add +0.1% | 19,630 | $484K |
| tru Independence LLC | 0.15% | Add +0.2% | 19,614 | $484K |
| DAVENPORT & Co LLC | 0.00% | Add +0.4% | 19,202 | $474K |
| Eagle Rock Investment Company, LLC | 0.08% | Add +0.5% | 18,893 | $466K |
| Bond & Devick Financial Network, Inc. | 0.20% | No change | 17,273 | $466K |
| Quadrature Capital Ltd | 0.01% | New | 18,479 | $455K |
| Tradition Wealth Management, LLC | 0.04% | No change | 17,420 | $430K |
| Zacks Investment Management | 0.00% | Add +25.2% | 16,962 | $418K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -1.9% | 16,903 | $417K |
| First National Corp. /Ma/ | 0.09% | Reduce -4.0% | 16,745 | $413K |
| Rothschild Investment LLC | 0.03% | No change | 16,555 | $408K |
| Banque Pictet & Cie SA | 0.00% | No change | 16,318 | $403K |
| Prospera Financial Services Inc | 0.01% | Add +72.8% | 16,165 | $399K |
| Mascagni Wealth Management, Inc. | 0.39% | — | 16,173 | $396K |
| Zions Bancorporation, N.A. | 0.02% | No change | 16,000 | $395K |
| Wealthcare Capital Partners, LLC | 0.20% | — | 15,875 | $392K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -3.1% | 15,725 | $388K |
| Rather & Kittrell, Inc. | 0.09% | Add +5.6% | 15,297 | $377K |
| Compound Planning, Inc. | 0.02% | Add +5.0% | 15,141 | $374K |
| Belpointe Asset Management LLC | 0.02% | No change | 13,860 | $372K |
| International Assets Investment Management, LLC | 0.03% | Reduce -11.9% | 14,610 | $361K |
| Principal Securities, Inc. | 0.01% | Add +27.2% | 13,997 | $345K |
| Opal Wealth Advisors, LLC | 0.10% | Add +2.6% | 13,203 | $326K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +87.7% | 12,926 | $319K |
| OneDigital Investment Advisors LLC | 0.00% | Add +53.3% | 12,878 | $318K |
| CapWealth Advisors, LLC | 0.03% | Reduce -4.0% | 12,506 | $309K |
| Tennessee Valley Asset Management Partners | 0.05% | New | 12,315 | $304K |
| Advance Capital Management, Inc. | 0.01% | Reduce -20.7% | 12,138 | $299K |
| Orca Wealth Management, LLC | 0.27% | — | 11,992 | $296K |
| Trilogy Capital Inc. | 0.01% | Add +10.2% | 11,822 | $292K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 11,630 | $287K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +1.4% | 11,406 | $281K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 11,110 | $274K |
| XY Planning Network, Inc. | 0.20% | — | 10,848 | $268K |
| MAI Capital Management | 0.00% | New | 10,720 | $264K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -7.9% | 10,450 | $258K |
| Simmons Bank | 0.02% | No change | 10,362 | $256K |
| Waverly Advisors, LLC | 0.00% | New | 10,076 | $249K |
| IFG Advisory, LLC | 0.01% | New | 9,842 | $243K |
| Uhlmann Price Securities, LLC | 0.18% | New | 9,791 | $242K |
| St Germain D J Co. Inc. | 0.01% | Add +14.3% | 9,699 | $239K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.3% | 9,597 | $237K |
| Wealthcare Capital Management LLC | 0.02% | Add +3.3% | 9,198 | $227K |
| Pure Financial Advisors, LLC | 0.01% | New | 9,142 | $226K |
| Caprock Group, LLC | 0.01% | No change | 9,000 | $222K |
| Faithward Advisors, LLC | 0.04% | Reduce -48.0% | 8,681 | $214K |
| WNY Asset Management, LLC | 0.03% | Add +9.0% | 8,602 | $212K |
| Tempus Wealth Planning, LLC | 0.06% | New | 8,553 | $211K |
| Cary Street Partners Financial LLC | 0.01% | — | 8,387 | $207K |
| Ameriflex Group, Inc. | 0.09% | — | 8,007 | $205K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 7,816 | $201K |
| Colonial Trust Co / SC | 0.03% | No change | 7,222 | $178K |
| Signature Resources Capital Management, LLC | 0.15% | Reduce -19.3% | 6,903 | $170K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.4% | 5,711 | $141K |
| Allworth Financial LP | 0.00% | Add +17.6% | 5,255 | $135K |
| Crewe Advisors LLC | 0.02% | No change | 5,089 | $126K |
| Financial Perspectives, Inc | 0.04% | Reduce -20.4% | 4,990 | $123K |
| Key Financial Inc | 0.02% | No change | 4,047 | $100K |
| National Bank of Canada | 0.00% | No change | 3,861 | $95K |
| Aventura Private Wealth, LLC | 0.05% | — | 3,502 | $86K |
| Global Retirement Partners, LLC | 0.00% | Add +76.5% | 3,270 | $81K |
| 1620 Investment Advisors, Inc. | 0.06% | Add +204.4% | 3,029 | $75K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Add +0.2% | 2,903 | $72K |
| Geneos Wealth Management Inc. | 0.00% | Add +81.3% | 2,806 | $69K |
| Mather Group, Llc. | 0.00% | No change | 2,760 | $68K |
| Larson Financial Group LLC | 0.00% | Add +18.6% | 2,550 | $63K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 2,540 | $63K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -78.2% | 2,320 | $58K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 2,053 | $51K |
| CoreCap Advisors, LLC | 0.00% | Reduce -15.2% | 1,781 | $44K |
| WR Wealth Planners, LLC | 0.01% | Reduce -60.4% | 1,669 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,507 | $37K |
| Clear Investment Research, LLC | 0.04% | No change | 1,355 | $33K |
| BlackRock, Inc. | 0.00% | New | 1,240 | $31K |
| Whipplewood Advisors, LLC | 0.02% | — | 1,104 | $27K |
| Clearstead Advisors, LLC | 0.00% | New | 951 | $23K |
| Stonebridge Financial Group, LLC | 0.00% | — | 950 | $23K |
| Winch Advisory Services, LLC | 0.01% | Add +0.2% | 898 | $22K |
| GeoWealth Management, LLC | 0.00% | New | 765 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 742 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 700 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 465 | $11K |
| IFP Advisors, Inc | 0.00% | Add +756.9% | 437 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 392 | $10K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 363 | $9K |
| Corient Private Wealth LP | 0.00% | Reduce -19.1% | 122,496 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | Add +13.7% | 108 | $3K |
| Lanark Financial, Inc. | 0.21% | — | 95 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 47 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 33 | $815 |
| Capital A Wealth Management, LLC | 0.00% | — | 24 | $592 |
| FMR LLC | 0.00% | New | 2 | $49 |
"% of holder's portfolio" is CGXU's weight in each manager's 13F, not the share of Cap Group Intl Focus the manager owns.