Cap Group Intl FocusCGXUETF
13F holders, Q1 2025 (March 31)277holders +7
26new positions
14sold out
2famous investors
$24.48avg. 13F price*
At the end of Q1 2025, 277 institutions reported holding Cap Group Intl Focus (CGXU) in their 13F filings, up 7 from Q4 2024. 26 opened new positions and 14 sold out. The largest holders were Captrust Financial Advisors ($249.1M), Northwestern Mutual Wealth Management Co. ($187.3M) and LPL Financial LLC ($174.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Intl Focus
- Filed as
- CAPITAL GROUP INTL FOCUS EQT (Q1 2025)
- CUSIP
- 14019W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $39.3M |
| Exits | 14 | $36.8M |
All 13F filers, Q4 2024 → Q1 2025: 13,222,487 shares bought and 5,334,225 shares sold, net +7,888,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 277 holders
| Captrust Financial Advisors | 0.63% | Add +6.3% | 10,176,075 | $249.1M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +13.7% | 7,649,146 | $187.3M |
| LPL Financial LLC | 0.07% | Add +84.8% | 7,146,522 | $174.9M |
| Wells Fargo & Company | 0.04% | Add +2.8% | 5,916,187 | $144.8M |
| UBS Group AG | 0.03% | Add +6.6% | 4,951,843 | $121.2M |
| Raymond James Financial Inc. | 0.05% | Add +12.4% | 4,906,682 | $120.1M |
| Royal Bank of Canada | 0.02% | Add +5.2% | 3,800,228 | $93.0M |
| Morgan Stanley | 0.01% | Add +26.4% | 3,540,121 | $86.7M |
| Cerity Partners LLC | 0.18% | Add +3.1% | 3,533,369 | $86.5M |
| Capital Group Private Client Services, Inc. | 0.76% | Reduce -2.8% | 3,173,279 | $77.7M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -5.3% | 3,023,097 | $74.0M |
| Osaic Holdings, Inc. | 0.09% | Add +4.3% | 1,623,152 | $39.7M |
| Inspirion Wealth Advisors, LLC | 5.12% | Add +4.7% | 1,505,302 | $36.8M |
| Confluence Wealth Services, Inc. | 2.29% | Add +3.8% | 1,513,042 | $36.4M |
| Stifel Financial Corp. | 0.04% | Add +4.8% | 1,416,544 | $34.7M |
| Eclectic Associates Inc. | 9.17% | Add +9.7% | 1,398,438 | $34.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.7% | 1,375,264 | $33.7M |
| Bank of America Corp. | 0.00% | Add +39.6% | 1,372,676 | $33.6M |
| Cetera Investment Advisers | 0.06% | Add +0.9% | 1,366,063 | $33.4M |
| NewEdge Advisors, LLC | 0.17% | Add +20.0% | 1,183,008 | $29.0M |
| CPC Advisors, LLC | 3.83% | Reduce -6.7% | 1,136,587 | $27.8M |
| Janney Montgomery Scott LLC | 0.08% | Add +3.6% | 1,110,716 | $27.2M |
| &partners | 0.28% | Add +16.6% | 1,074,509 | $26.8M |
| Private Advisor Group, LLC | 0.16% | Add +3.0% | 1,087,369 | $26.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +7.4% | 1,058,442 | $25.9M |
| Sei Investments Co. | 0.03% | Add +21.4% | 1,015,964 | $24.9M |
| MML Investors Services, LLC | 0.08% | Add +9.1% | 985,114 | $24.1M |
| Jones Financial Companies LLLP | 0.02% | Add +34.8% | 969,533 | $24.1M |
| Kestra Advisory Services, LLC | 0.11% | Add +3.9% | 938,158 | $23.0M |
| AdvisorNet Financial, Inc | 1.66% | Add +35.5% | 914,208 | $22.4M |
| SOL Capital Management CO | 2.44% | Reduce -0.2% | 905,950 | $22.2M |
| Baird Financial Group, Inc. | 0.04% | Add +4.4% | 881,965 | $21.6M |
| Legacy CG, LLC | 5.46% | Add +17.9% | 690,787 | $16.9M |
| Souders Financial Advisors | 2.35% | Add +43.5% | 688,423 | $16.9M |
| McGlone Suttner Wealth Management, Inc. | 2.72% | Add +2.6% | 678,218 | $16.6M |
| Sterling Investment Counsel, LLC | 5.42% | Add +84.0% | 647,280 | $15.8M |
| D.A. Davidson & Co. | 0.13% | Add +9.8% | 644,761 | $15.8M |
| DeDora Capital, Inc. | 4.29% | Add +0.5% | 608,646 | $14.9M |
| CW Advisors, LLC | 0.18% | New | 588,415 | $14.8M |
| Koshinski Asset Management, Inc. | 1.25% | Add +10.4% | 602,564 | $14.8M |
| Main Line Retirement Advisors, LLC | 9.13% | Add +1.7% | 574,078 | $14.1M |
| Freedom Financial Partners LLC | 6.43% | Add +12.4% | 563,685 | $13.8M |
| Cahill Financial Advisors Inc. | 1.80% | Add +5.8% | 540,393 | $13.2M |
| Bleakley Financial Group, LLC | 0.42% | Add +5.1% | 531,744 | $13.0M |
| Hopwood Financial Services, Inc. | 9.65% | Add +7.2% | 510,610 | $12.5M |
| Lantz Financial LLC | 3.38% | Add +6.9% | 504,387 | $12.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.0% | 492,441 | $12.1M |
| BetterWealth, LLC | 3.29% | Add +9.7% | 479,388 | $11.7M |
| Strata Wealth Advisors, LLC | 3.50% | Add +415.4% | 459,693 | $11.3M |
| Aprio Wealth Management, LLC | 1.32% | Add +10.1% | 430,646 | $10.5M |
| EverSource Wealth Advisors, LLC | 0.54% | Add +45.2% | 402,935 | $9.9M |
| Financial Management Network Inc. | 2.21% | Add +1.5% | 454,673 | $9.8M |
| Daymark Wealth Partners, LLC | 0.37% | Add +5.6% | 348,143 | $8.5M |
| Vawter Financial, Ltd. | 4.66% | Add +9.7% | 339,686 | $8.3M |
| Axxcess Wealth Management, LLC | 0.22% | Reduce -7.6% | 323,117 | $7.9M |
| Gutierrez Wealth Advisory, LLC | 6.35% | Add +1.5% | 319,375 | $7.8M |
| Delta Financial Group, Inc. | 1.73% | Add +9.1% | 293,543 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 295,843 | $7.2M |
| TKG Advisors, LLC | 3.22% | Add +2.5% | 266,819 | $6.5M |
| Burton Enright Welch | 1.29% | Add +9.8% | 259,901 | $6.4M |
| Jane Street Group, LLC | 0.01% | Reduce -26.7% | 259,150 | $6.3M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +11.5% | 244,193 | $6.0M |
| Sovran Advisors, LLC | 0.70% | Add +26.4% | 231,197 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -4.7% | 220,979 | $5.4M |
| Mason Investment Advisory Services, Inc. | 0.31% | Reduce -30.6% | 212,424 | $5.2M |
| Riverview Capital Advisers, LLC | 1.62% | Add +23.1% | 210,398 | $5.2M |
| Main Street Financial Solutions, LLC | 0.44% | New | 207,870 | $5.1M |
| Capital Analysts, LLC | 0.19% | Add +75.0% | 207,041 | $5.1M |
| Bare Financial Services, Inc | 1.94% | Reduce -0.5% | 205,691 | $5.0M |
| Triangle Securities Wealth Management | 1.28% | Add +525.8% | 203,022 | $5.0M |
| HUB Investment Partners, LLC | 0.20% | New | 202,365 | $5.0M |
| G&S Capital LLC | 1.91% | Add +0.0% | 183,883 | $4.5M |
| Ameritas Advisory Services, LLC | 0.17% | Add +22.5% | 168,912 | $4.1M |
| Clearview Wealth Advisors LLC | 2.96% | Add +3.1% | 161,747 | $4.0M |
| Brown Miller Wealth Management, LLC | 1.36% | Add +2.0% | 160,571 | $3.9M |
| Swisher Financial Concepts, Inc. | 3.15% | New | 155,560 | $3.8M |
| Worth Financial Advisory Group, LLC | 2.35% | Add +5.2% | 150,767 | $3.7M |
| SPC Financial, Inc. | 0.32% | Add +4.5% | 149,853 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -0.3% | 139,347 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -54.6% | 131,344 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Add +9.2% | 130,148 | $3.2M |
| Meridian Investment Counsel Inc. | 0.90% | New | 125,535 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.20% | Reduce -8.2% | 125,504 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.2% | 125,187 | $3.1M |
| Signet Financial Management, LLC | 0.40% | Reduce -4.9% | 120,127 | $2.9M |
| CENTRAL TRUST Co | 0.07% | Add +17.7% | 120,113 | $2.9M |
| CLG LLC | 0.98% | Add +4.3% | 115,076 | $2.8M |
| Entruity Wealth, LLC | 2.63% | Reduce -8.3% | 113,831 | $2.8M |
| Investmark Advisory Group LLC | 1.31% | Add +2.4% | 108,133 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Add +2.4% | 107,375 | $2.6M |
| Lodestone Wealth Management LLC | 1.39% | Reduce -0.8% | 107,088 | $2.6M |
| Bill Few Associates, Inc. | 0.93% | Add +12.3% | 106,517 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +52.5% | 100,494 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +14.2% | 100,402 | $2.5M |
| Lanark Financial, Inc. | 0.21% | — | 98,277 | $2.4M |
| Harbour Investments, Inc. | 0.07% | Add +229.6% | 98,029 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +1.9% | 96,350 | $2.4M |
| Aspire Growth Partners LLC | 2.06% | Reduce -2.0% | 92,083 | $2.3M |
| Procyon Advisors, LLC | 0.14% | Add +6.3% | 94,228 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +12.0% | 93,745 | $2.3M |
| Olistico Wealth, LLC | 1.34% | Add +14.2% | 88,447 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +36.1% | 85,259 | $2.1M |
| Cwm, LLC | 0.01% | Add +9.3% | 82,184 | $2.0M |
| Atlas Legacy Advisors, LLC | 0.48% | Add +0.0% | 73,052 | $1.9M |
| Sittner & Nelson, LLC | 0.80% | Add +36.2% | 76,691 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.7% | 71,680 | $1.8M |
| Continuum Advisory, LLC | 0.22% | Add +6.4% | 70,361 | $1.7M |
| Cushing Capital Partners, LLC | 1.54% | Reduce -59.9% | 70,209 | $1.7M |
| Capital Planning LLC | 0.48% | Reduce -2.5% | 69,740 | $1.7M |
| United Advisor Group, LLC | 0.35% | Add +12.1% | 69,390 | $1.7M |
| Barnes Pettey Financial Advisors, LLC | 1.32% | Add +2.2% | 69,078 | $1.7M |
| Western Wealth Management, LLC | 0.11% | Add +68.6% | 68,765 | $1.7M |
| 5T Wealth, LLC | 0.93% | Reduce -5.5% | 66,617 | $1.6M |
| Cornell Pochily Investment Advisors, Inc. | 0.57% | Add +14.9% | 65,981 | $1.6M |
| Citadel Advisors | 0.00% | New | 65,761 | $1.6M |
| Transcendent Capital Group LLC | 0.84% | Add +15.6% | 60,743 | $1.5M |
| Duncan Williams Asset Management, LLC | 0.54% | Add +11.2% | 60,522 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +5.2% | 59,588 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +0.1% | 59,550 | $1.5M |
| Burford Brothers, Inc. | 0.70% | Add +3.7% | 59,315 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -95.6% | 59,257 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -95.6% | 59,257 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Add +10.2% | 56,649 | $1.4M |
| Endeavor Private Wealth, Inc. | 0.75% | Add +27.1% | 56,407 | $1.4M |
| LongView Wealth Management | 0.40% | Reduce -12.6% | 54,842 | $1.3M |
| Marshall Wace, LLP | 0.00% | Add +47.8% | 52,551 | $1.3M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -6.6% | 51,824 | $1.3M |
| Bridgewealth Advisory Group, LLC | 1.66% | Reduce -81.8% | 51,457 | $1.3M |
| Mariner, LLC | 0.00% | Add +58.2% | 51,223 | $1.3M |
| CWS Financial Advisors, LLC | 0.40% | Add +17.6% | 51,214 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -0.9% | 50,818 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -54.0% | 49,441 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -1.0% | 49,071 | $1.2M |
| Trueblood Wealth Management, LLC | 0.56% | Add +19.3% | 48,993 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +0.4% | 47,130 | $1.2M |
| Signature Wealth Management Group | 0.43% | Add +0.9% | 45,482 | $1.1M |
| Fullcircle Wealth LLC | 0.45% | Add +1.3% | 44,417 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -6.1% | 44,047 | $1.1M |
| Carolinas Wealth Consulting LLC | 0.23% | Reduce -7.8% | 43,822 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +21.2% | 43,036 | $1.1M |
| ERn Financial, LLC | 0.16% | Add +38.3% | 42,025 | $1.0M |
| Capital International Investors | 0.00% | Add +98.4% | 40,275 | $986K |
| Total Clarity Wealth Management, Inc. | 0.31% | No change | 38,979 | $962K |
| Old Mission Capital LLC | 0.02% | Reduce -85.8% | 38,453 | $941K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 37,577 | $920K |
| TD Waterhouse Canada Inc. | 0.01% | Add +10.8% | 36,518 | $901K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +2.1% | 35,600 | $871K |
| GTS Securities LLC | 0.04% | Reduce -38.3% | 34,581 | $847K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +33.5% | 34,525 | $845K |
| KOM Wealth Management Group, LLC | 0.73% | Add +8.7% | 34,176 | $837K |
| Fearless Solutions, LLC dba Best Invest | 0.65% | Reduce -8.0% | 33,991 | $832K |
| Woodmont Investment Counsel LLC | 0.06% | Add +21.0% | 33,973 | $832K |
| Stephens Inc. | 0.01% | No change | 33,857 | $829K |
| Lodestar Private Asset Management LLC | 0.10% | Add +2.1% | 33,674 | $824K |
| Pines Wealth Management, LLC | 0.37% | Reduce -1.9% | 37,553 | $805K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -81.4% | 32,843 | $804K |
| US Bancorp \de | 0.00% | Add +0.3% | 32,801 | $803K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -1.5% | 31,805 | $779K |
| Avaii Wealth Management, LLC | 0.41% | Add +8.5% | 31,289 | $766K |
| Greykasell Wealth Strategies, Inc. | 0.40% | Add +1.3% | 30,986 | $759K |
| Essex Financial Services, Inc. | 0.05% | Add +11.3% | 30,567 | $748K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +9.4% | 29,760 | $729K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Add +129.6% | 29,682 | $727K |
| Lincoln Capital LLC | 0.15% | Add +2.2% | 29,912 | $707K |
| 180 Wealth Advisors, LLC | 0.11% | Add +1.9% | 28,409 | $701K |
| Uhlmann Price Securities, LLC | 0.50% | Add +185.0% | 27,902 | $683K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 27,814 | $681K |
| Choreo, LLC | 0.01% | Reduce -0.9% | 27,284 | $668K |
| Private Trust Co. NA | 0.07% | New | 26,872 | $658K |
| PFG Advisors | 0.04% | Add +9.9% | 26,533 | $650K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | No change | 25,951 | $635K |
| Summit Investment Advisory Services, LLC | 0.30% | Add +27.7% | 25,193 | $617K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +108.0% | 23,110 | $566K |
| Good Life Advisors, LLC | 0.04% | Reduce -30.5% | 22,629 | $554K |
| Flynn Zito Capital Management, LLC | 0.25% | New | 22,021 | $539K |
| Eagle Rock Investment Company, LLC | 0.09% | Add +16.1% | 21,940 | $537K |
| RFG Advisory, LLC | 0.01% | Reduce -11.8% | 21,640 | $530K |
| Round Rock Advisors LLC | 0.10% | Reduce -18.9% | 21,556 | $528K |
| Kintra Wealth, LLC | 0.34% | New | 20,450 | $501K |
| Stonebrook Private Inc. | 0.13% | Reduce -3.5% | 20,162 | $494K |
| HRT Financial LP | 0.00% | New | 20,065 | $491K |
| Signature Resources Capital Management, LLC | 0.42% | Add +186.1% | 19,752 | $484K |
| tru Independence LLC | 0.15% | No change | 19,614 | $480K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +15.1% | 19,454 | $476K |
| Wealthcare Capital Partners, LLC | 0.24% | Add +22.2% | 19,395 | $475K |
| Merit Financial Group, LLC | 0.01% | Reduce -4.6% | 19,325 | $473K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.3% | 19,137 | $468K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.0% | 19,098 | $468K |
| Comerica Bank | 0.00% | Reduce -53.6% | 18,700 | $458K |
| First National Corp. /Ma/ | 0.10% | Add +11.5% | 18,676 | $457K |
| Compound Planning, Inc. | 0.02% | Add +22.2% | 18,504 | $453K |
| Bond & Devick Financial Network, Inc. | 0.16% | Add +6.7% | 18,421 | $451K |
| Tradition Wealth Management, LLC | 0.04% | Add +5.7% | 18,420 | $451K |
| Zacks Investment Management | 0.00% | Add +8.0% | 18,312 | $448K |
| Quadrature Capital Ltd | 0.01% | Reduce -3.6% | 17,804 | $435K |
| Kuhn & Co Investment Counsel | 0.35% | New | 16,982 | $416K |
| Investment Planning Advisors, Inc. | 0.17% | New | 16,709 | $409K |
| Rather & Kittrell, Inc. | 0.09% | Add +7.3% | 16,420 | $402K |
| Banque Pictet & Cie SA | 0.00% | No change | 16,318 | $399K |
| Mascagni Wealth Management, Inc. | 0.39% | No change | 16,173 | $396K |
| Rothschild Investment LLC | 0.03% | Reduce -2.5% | 16,150 | $395K |
| Landaas & Co. /Wi | 0.11% | New | 16,054 | $393K |
| Quantinno Capital Management LP | 0.00% | Reduce -33.5% | 16,019 | $392K |
| Zions Bancorporation, National Association | 0.02% | — | 16,000 | $392K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +0.6% | 15,825 | $387K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +19.7% | 14,745 | $361K |
| Principal Securities, Inc. | 0.01% | No change | 13,997 | $345K |
| IFG Advisory, LLC | 0.02% | Add +41.9% | 13,962 | $342K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.8% | 13,939 | $341K |
| Belpointe Asset Management LLC | 0.02% | No change | 13,860 | $339K |
| Nautilus Advisors LLC | 0.28% | New | 13,735 | $336K |
| Opal Wealth Advisors, LLC | 0.10% | Add +0.6% | 13,282 | $325K |
| CRA Financial Services, LLC | 0.05% | Reduce -77.9% | 13,040 | $319K |
| International Assets Investment Management, LLC | 0.03% | Reduce -10.9% | 13,022 | $319K |
| MAI Capital Management | 0.00% | Add +21.1% | 12,980 | $318K |
| Ameriflex Group, Inc. | 0.13% | Add +60.2% | 12,829 | $314K |
| CapWealth Advisors, LLC | 0.03% | No change | 12,506 | $306K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.7% | 12,403 | $304K |
| Trilogy Capital Inc. | 0.02% | Add +4.1% | 12,309 | $301K |
| Orca Wealth Management, LLC | 0.26% | No change | 11,992 | $294K |
| Alpha Financial Partners LLC | 0.22% | New | 11,401 | $279K |
| Waverly Advisors, LLC | 0.00% | Add +10.3% | 11,119 | $272K |
| Advance Capital Management, Inc. | 0.01% | Reduce -10.4% | 10,873 | $266K |
| Renaissance Technologies | 0.00% | Reduce -46.5% | 10,800 | $264K |
| St Germain D J Co. Inc. | 0.01% | Add +8.7% | 10,540 | $258K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -9.1% | 10,363 | $254K |
| Simmons Bank | 0.02% | No change | 10,362 | $254K |
| CVFG LLC | 0.23% | New | 10,330 | $253K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,125 | $248K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 10,028 | $245K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -4.8% | 9,950 | $244K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.0% | 9,309 | $228K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -0.3% | 9,171 | $225K |
| Pure Financial Advisors, LLC | 0.00% | No change | 9,142 | $224K |
| Tempus Wealth Planning, LLC | 0.07% | Add +4.6% | 8,947 | $219K |
| WNY Asset Management, LLC | 0.03% | Add +3.6% | 8,915 | $218K |
| Creative Planning | 0.00% | New | 8,722 | $214K |
| Faithward Advisors, LLC | 0.04% | Reduce -3.2% | 8,404 | $206K |
| Cary Street Partners Financial LLC | 0.01% | No change | 8,387 | $205K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 8,348 | $204K |
| Colonial Trust Co / SC | 0.03% | No change | 7,222 | $177K |
| Allworth Financial LP | 0.00% | Reduce -1.9% | 5,158 | $126K |
| Crewe Advisors LLC | 0.02% | No change | 5,089 | $125K |
| Geneos Wealth Management Inc. | 0.00% | Add +76.2% | 4,945 | $121K |
| Financial Perspectives, Inc | 0.04% | Reduce -6.7% | 4,655 | $114K |
| Key Financial Inc | 0.02% | No change | 4,047 | $99K |
| Aventura Private Wealth, LLC | 0.04% | No change | 3,502 | $86K |
| National Bank of Canada | 0.00% | Reduce -9.3% | 3,500 | $86K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | No change | 2,903 | $71K |
| Mather Group, Llc. | 0.00% | No change | 2,760 | $68K |
| 1620 Investment Advisors, Inc. | 0.05% | Reduce -9.8% | 2,731 | $67K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -4.5% | 2,425 | $59K |
| Larson Financial Group LLC | 0.00% | Reduce -7.8% | 2,350 | $58K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -61.6% | 2,192 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,320 | $50K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +3595.7% | 1,737 | $43K |
| 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% | No change | 1,240 | $30K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -50.5% | 546 | $27K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 950 | $23K |
| Winch Advisory Services, LLC | 0.01% | No change | 898 | $22K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 742 | $18K |
| CX Institutional | 0.00% | New | 720 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 700 | $17K |
| Coldstream Capital Management Inc. | 0.00% | New | 626 | $15K |
| Westside Investment Management, Inc. | 0.00% | New | 550 | $13K |
| IFP Advisors, Inc | 0.00% | Add +25.6% | 549 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 465 | $11K |
| IAG Wealth Partners, LLC | 0.00% | Add +17.9% | 462 | $11K |
| MCF Advisors LLC | 0.00% | Add +12.1% | 407 | $10K |
| CoreCap Advisors, LLC | 0.00% | Reduce -79.1% | 373 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 345 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | Add +53.7% | 166 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | New | 148 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 33 | $815 |
| Capital A Wealth Management, LLC | 0.00% | Add +4.2% | 25 | $612 |
"% of holder's portfolio" is CGXU's weight in each manager's 13F, not the share of Cap Group Intl Focus the manager owns.