Cap Group Intl FocusCGXUETF

13F holders, Q2 2025 (June 30)
289holders +12
27new positions
16sold out
2famous investors
$27.13avg. 13F price*

At the end of Q2 2025, 289 institutions reported holding Cap Group Intl Focus (CGXU) in their 13F filings, up 12 from Q1 2025. 27 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($244.5M), Northwestern Mutual Wealth Management Co. ($203.8M) and Wells Fargo & Company ($147.0M). 2 famous investors held it, including Ken Griffin (0.1% 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 (Q2 2025)
CUSIP
14019W109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 207Q1 2024Q2 2024: 229Q2 2024Q3 2024: 239Q3 2024Q4 2024: 270Q4 2024Q1 2025: 277Q1 2025Q2 2025: 289Q2 2025Q3 2025: 300Q3 2025Q4 2025: 335Q4 2025Q1 2026: 349Q1 2026Q2 2026: 385Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions27$70.1M
Exits16$21.2M

All 13F filers, Q1 2025 → Q2 2025: 13,669,184 shares bought and 9,614,193 shares sold, net +4,054,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 289 holders

LPL Financial LLC 0.08% Add +26.1% 9,010,365 $244.5M
Northwestern Mutual Wealth Management Co. 0.15% Reduce -1.8% 7,511,528 $203.8M
Wells Fargo & Company 0.03% Reduce -8.4% 5,416,590 $147.0M
UBS Group AG 0.03% Add +4.2% 5,157,841 $139.9M
Raymond James Financial Inc. 0.04% Reduce -2.1% 4,802,932 $130.3M
Captrust Financial Advisors 0.28% Reduce -54.7% 4,611,782 $125.1M
Citadel Advisors 0.10% Add +6315.2% 4,218,710 $114.5M
Royal Bank of Canada 0.02% Add +6.7% 4,054,563 $110.0M
Morgan Stanley 0.01% Add +2.9% 3,642,622 $98.8M
Cerity Partners LLC 0.17% Add +1.3% 3,578,528 $97.1M
Capital Group Private Client Services, Inc. 0.74% Reduce -0.7% 3,151,572 $85.5M
Commonwealth Equity Services, LLC 0.11% Reduce -2.8% 2,939,691 $79.8M
Stifel Financial Corp. 0.05% Add +23.0% 1,741,722 $47.3M
Confluence Wealth Services, Inc. 2.39% Add +6.8% 1,615,462 $43.8M
Bank of America Corp. 0.00% Add +14.7% 1,574,420 $42.7M
Inspirion Wealth Advisors, LLC 5.44% Add +0.7% 1,515,751 $41.1M
Eclectic Associates Inc. 8.64% Add +4.7% 1,464,718 $39.7M
Susquehanna International Group, LLP 0.06% New 1,444,232 $39.2M
Envestnet Asset Management Inc. 0.01% Add +3.7% 1,426,720 $38.7M
Cetera Investment Advisers 0.07% Add +4.4% 1,425,732 $38.7M
Osaic Holdings, Inc. 0.07% Reduce -16.5% 1,355,918 $36.8M
Sei Investments Co. 0.04% Add +32.5% 1,346,418 $36.5M
NewEdge Advisors, LLC 0.18% Add +7.6% 1,273,119 $34.5M
Janney Montgomery Scott LLC 0.09% Add +10.0% 1,222,004 $33.2M
CPC Advisors, LLC 4.03% Add +4.2% 1,184,130 $32.1M
&partners 0.25% Add +9.9% 1,180,478 $32.1M
Jones Financial Companies LLLP 0.02% Add +18.1% 1,144,890 $31.3M
Private Advisor Group, LLC 0.16% Add +3.1% 1,120,807 $30.4M
MML Investors Services, LLC 0.08% Add +2.0% 1,005,152 $27.3M
Kestra Advisory Services, LLC 0.13% Add +2.2% 958,666 $26.0M
AdvisorNet Financial, Inc 1.66% Add +3.6% 947,042 $25.7M
Baird Financial Group, Inc. 0.04% Add +7.0% 944,010 $25.6M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -13.6% 914,478 $24.8M
SOL Capital Management CO 2.37% Reduce -0.5% 901,562 $24.5M
Souders Financial Advisors 2.56% Add +7.6% 740,699 $20.1M
Armstrong, Fleming & Moore, Inc 10.65% New 722,601 $19.6M
McGlone Suttner Wealth Management, Inc. 2.85% Add +2.7% 696,455 $18.9M
CW Advisors, LLC 0.18% Add +14.7% 674,634 $18.3M
Koshinski Asset Management, Inc. 1.30% Add +5.2% 633,763 $17.2M
Main Line Retirement Advisors, LLC 9.76% Add +10.0% 631,499 $17.1M
D.A. Davidson & Co. 0.12% Reduce -5.8% 607,290 $16.5M
Freedom Financial Partners LLC 6.91% Add +7.2% 604,367 $16.4M
DeDora Capital, Inc. 4.24% Reduce -1.7% 598,048 $16.2M
Cahill Financial Advisors Inc. 1.95% Add +6.9% 577,585 $15.7M
Aprio Wealth Management, LLC 1.63% Add +24.0% 533,957 $14.5M
Lantz Financial LLC 3.60% Add +5.5% 532,289 $14.4M
Hopwood Financial Services, Inc. 11.22% Add +3.5% 528,650 $14.3M
BetterWealth, LLC 3.65% Add +9.6% 525,246 $14.2M
Strata Wealth Advisors, LLC 3.87% Add +12.7% 518,011 $14.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.9% 483,025 $13.1M
Jane Street Group, LLC 0.02% Add +84.8% 478,812 $13.0M
EverSource Wealth Advisors, LLC 0.58% Add +18.3% 476,785 $12.9M
Financial Management Network Inc. 2.13% Reduce -3.9% 437,089 $11.9M
Bleakley Financial Group, LLC 0.29% Reduce -20.2% 424,101 $11.5M
Wealthcare Advisory Partners LLC 0.24% Add +58.6% 387,422 $10.5M
Sterling Investment Counsel, LLC 5.92% Reduce -42.5% 372,109 $10.1M
Daymark Wealth Partners, LLC 0.36% Add +0.6% 350,108 $9.5M
Tribridge Partners Financial LLC 5.10% — 320,257 $8.7M
Bridgewealth Advisory Group, LLC 2.12% Add +497.0% 307,193 $8.3M
Mason Investment Advisory Services, Inc. 0.45% Add +43.0% 303,769 $8.2M
Atria Wealth Solutions, Inc. 0.18% Add +31.4% 290,268 $7.9M
Gutierrez Wealth Advisory, LLC 5.19% Reduce -10.7% 285,232 $7.7M
Capital Analysts, LLC 0.25% Add +32.4% 274,125 $7.4M
JPMorgan Chase & Co. 0.00% Reduce -8.6% 270,518 $7.3M
HUB Investment Partners, LLC 0.22% Add +13.5% 229,675 $6.2M
Burton Enright Welch 1.07% Reduce -12.3% 227,862 $6.2M
Riverview Capital Advisers, LLC 1.63% Reduce -0.4% 209,576 $5.7M
Equitable Holdings, Inc. 0.04% Add +96.9% 197,847 $5.4M
Main Street Financial Solutions, LLC 0.39% Reduce -4.8% 197,786 $5.4M
Triangle Securities Wealth Management 1.30% Reduce -4.0% 194,851 $5.3M
Cornerstone Wealth Management, LLC 0.31% Add +295.7% 186,511 $5.1M
TKG Advisors, LLC 2.26% Reduce -30.2% 186,234 $5.1M
Swisher Financial Concepts, Inc. 3.16% Add +16.0% 180,433 $4.9M
Steward Partners Investment Advisory, LLC 0.04% Add +33.8% 167,446 $4.5M
Brown Miller Wealth Management, LLC 1.40% Add +3.5% 166,200 $4.5M
Corient Private Wealth LP 0.01% New 164,371 $4.5M
Clearview Wealth Advisors LLC 3.09% Add +0.9% 163,261 $4.4M
Worth Financial Advisory Group, LLC 2.68% Add +6.7% 160,864 $4.4M
SPC Financial, Inc. 0.36% Add +6.1% 159,045 $4.3M
Bare Financial Services, Inc 1.38% Reduce -26.9% 150,437 $4.1M
CENTRAL TRUST Co 0.09% Add +20.1% 144,274 $3.9M
Harbour Investments, Inc. 0.09% Add +39.7% 136,955 $3.7M
Valmark Advisers, Inc. 0.05% Add +2.6% 133,495 $3.6M
Meridian Investment Counsel Inc. 0.98% Add +6.2% 133,290 $3.6M
HighTower Advisors, LLC 0.00% Add +0.0% 131,374 $3.6M
Ameritas Advisory Services, LLC 0.18% Reduce -22.9% 130,218 $3.5M
Sovran Advisors, LLC 0.37% Reduce -44.4% 128,465 $3.5M
Cyndeo Wealth Partners, LLC 0.21% Add +2.3% 128,438 $3.5M
Olistico Wealth, LLC 1.92% Add +43.8% 127,201 $3.5M
G&S Capital LLC 1.36% Reduce -30.9% 126,965 $3.4M
Entruity Wealth, LLC 2.87% Add +9.3% 124,388 $3.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.42% Add +306.9% 120,769 $3.3M
Signet Financial Management, LLC 0.41% Reduce -0.0% 120,084 $3.3M
Oppenheimer & Co. Inc. 0.04% Add +18.2% 118,631 $3.2M
Lanark Financial, Inc. 0.25% Add +14.9% 112,944 $3.1M
United Advisor Group, LLC 0.53% Add +62.6% 112,820 $3.1M
Lodestone Wealth Management LLC 1.47% Add +3.8% 111,116 $3.0M
Signature Estate & Investment Advisors LLC 0.07% Add +14.1% 109,939 $3.0M
Advisory Services Network, LLC 0.05% Add +3.4% 110,969 $3.0M
CLG LLC 0.92% Reduce -5.4% 108,856 $3.0M
Avantax Advisory Services, Inc. 0.02% Reduce -23.4% 106,712 $2.9M
Procyon Advisors, LLC 0.26% Add +5.8% 99,719 $2.7M
Ameritas Investment Partners, Inc. 0.08% Add +11.7% 95,199 $2.6M
Aspire Growth Partners LLC 2.05% Add +0.2% 92,273 $2.5M
Cwm, LLC 0.01% Add +9.8% 90,195 $2.4M
Dynamic Advisor Solutions LLC 0.07% Reduce -9.6% 84,764 $2.3M
Sittner & Nelson, LLC 0.91% Add +8.3% 83,061 $2.3M
Investmark Advisory Group LLC 1.06% Reduce -23.2% 83,025 $2.3M
Bill Few Associates, Inc. 0.62% Reduce -23.9% 81,067 $2.2M
Continuum Advisory, LLC 0.25% Add +10.1% 77,430 $2.1M
Endeavor Private Wealth, Inc. 0.97% Add +32.2% 74,582 $2.0M
Old Mission Capital LLC 0.05% Add +94.2% 74,675 $2.0M
Aptus Capital Advisors, LLC 0.02% Add +0.1% 71,782 $1.9M
Cushing Capital Partners, LLC 1.62% Reduce -0.2% 70,067 $1.9M
Western Wealth Management, LLC 0.11% Add +2.2% 70,261 $1.9M
Axxcess Wealth Management, LLC 0.05% Reduce -78.4% 69,761 $1.9M
Mariner, LLC 0.00% Add +34.2% 68,757 $1.9M
Tocqueville Asset Management L.P. 0.03% Add +21.1% 68,633 $1.9M
Cornell Pochily Investment Advisors, Inc. 0.60% Add +2.8% 67,843 $1.8M
Fiduciary Alliance LLC 0.14% New 67,131 $1.8M
Atlas Legacy Advisors, LLC 0.40% Reduce -8.8% 66,604 $1.8M
Charter Capital Management, LLC\DE 1.01% — 63,353 $1.7M
Transcendent Capital Group LLC 0.87% Add +2.9% 62,475 $1.7M
Landaas & Co. /Wi 0.40% Add +283.4% 61,556 $1.7M
Burford Brothers, Inc. 0.76% Add +2.4% 60,738 $1.6M
Great Valley Advisor Group, Inc. 0.04% Add +114.5% 59,646 $1.6M
Stratos Wealth Advisors, LLC 0.08% Reduce -1.7% 58,541 $1.6M
Duncan Williams Asset Management, LLC 0.47% Reduce -8.9% 55,116 $1.5M
Rehmann Capital Advisory Group 0.09% Add +7.2% 54,472 $1.5M
Benjamin Edwards Inc. 0.02% Reduce -9.0% 54,239 $1.5M
GTS Securities LLC 0.07% Add +55.4% 53,754 $1.5M
Trueblood Wealth Management, LLC 0.59% Add +6.0% 51,946 $1.4M
CWS Financial Advisors, LLC 0.41% Add +0.4% 51,413 $1.4M
Wealthspire Retirement, LLC 0.09% Reduce -1.6% 51,023 $1.4M
Natixis Advisors, LLC 0.00% Add +15.0% 49,491 $1.3M
Spire Wealth Management 0.05% Add +0.6% 49,345 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +29.4% 48,622 $1.3M
Fullcircle Wealth LLC 0.49% Add +10.0% 48,845 $1.3M
Signature Wealth Management Group 0.49% Add +1.1% 46,001 $1.2M
ERn Financial, LLC 0.25% Add +5.9% 44,520 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +21.0% 44,187 $1.2M
Flagship Harbor Advisors, LLC 0.06% New 42,927 $1.2M
5T Wealth, LLC 0.57% Reduce -37.8% 41,465 $1.1M
Sigma Planning Corp 0.03% Reduce -7.5% 40,747 $1.1M
Total Clarity Wealth Management, Inc. 0.31% Add +3.7% 40,416 $1.1M
Capital International Investors 0.00% Add +0.0% 40,278 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +296.6% 39,775 $1.1M
Ashton Thomas Private Wealth, LLC 0.04% Add +15.0% 39,713 $1.1M
Woodmont Investment Counsel LLC 0.07% Add +13.0% 38,384 $1.0M
Pines Wealth Management, LLC 0.36% Add +0.2% 37,621 $1.0M
KOM Wealth Management Group, LLC 0.81% Add +10.2% 37,651 $1.0M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -25.0% 37,081 $1.0M
Summit Investment Advisory Services, LLC 0.43% Add +44.1% 36,303 $985K
Greykasell Wealth Strategies, Inc. 0.47% Add +15.9% 35,914 $974K
Sanctuary Advisors, LLC 0.01% Add +9.2% 35,855 $973K
Nations Financial Group Inc, /Ia/ 0.07% Add +17.5% 34,961 $949K
Private Trust Co. NA 0.09% Add +30.1% 34,949 $948K
Stephens Inc. 0.01% No change 33,857 $919K
US Bancorp \de 0.00% Add +1.2% 33,180 $900K
Fearless Solutions, LLC dba Best Invest 0.62% Reduce -3.2% 32,904 $893K
Moloney Securities Asset Management, LLC 0.11% Add +42.0% 32,810 $890K
Barnes Pettey Financial Advisors, LLC 0.58% Reduce -53.7% 31,985 $868K
Cornerstone Advisors Asset Management, LLC 0.17% Add +22.5% 31,781 $862K
180 Wealth Advisors, LLC 0.12% Add +10.6% 31,422 $852K
Essex Financial Services, Inc. 0.05% Add +0.4% 30,677 $832K
Uhlmann Price Securities, LLC 0.59% Add +9.1% 30,431 $826K
Clear Creek Financial Management, LLC 0.08% Reduce -4.4% 30,401 $825K
Kuhn & Co Investment Counsel 0.62% Add +76.8% 30,021 $814K
Lincoln Capital LLC 0.16% No change 29,912 $812K
Flynn Zito Capital Management, LLC 0.33% Add +31.4% 28,945 $785K
Choreo, LLC 0.01% Add +1.8% 27,786 $762K
Bulwark Capital Corp 0.63% — 27,486 $746K
Avaii Wealth Management, LLC 0.32% Reduce -15.3% 26,506 $719K
Signature Resources Capital Management, LLC 0.43% Add +31.1% 25,894 $703K
PFG Advisors 0.03% Reduce -5.2% 25,146 $682K
Wealthcare Capital Partners, LLC 0.33% Add +24.2% 24,093 $654K
IFG Advisory, LLC 0.03% Add +66.3% 23,221 $630K
Merit Financial Group, LLC 0.01% Add +19.3% 23,061 $626K
Sagespring Wealth Partners, LLC 0.01% Reduce -36.7% 22,548 $612K
Compound Planning, Inc. 0.02% Add +20.9% 22,368 $607K
RFG Advisory, LLC 0.01% Add +3.2% 22,338 $606K
Trinity Wealth Management, LLC 0.24% New 22,108 $600K
Comerica Bank 0.00% Add +17.6% 21,999 $597K
Eagle Rock Investment Company, LLC 0.09% Reduce -1.9% 21,519 $584K
Stonebrook Private Inc. 0.13% Add +0.4% 20,243 $549K
Ausdal Financial Partners, Inc. 0.04% No change 19,454 $528K
Prospera Financial Services Inc 0.01% Add +36.5% 19,021 $516K
DAVENPORT & Co LLC 0.00% Reduce -2.6% 18,645 $506K
Zacks Investment Management 0.00% Add +1.3% 18,552 $503K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.0% 18,522 $503K
Bond & Devick Financial Network, Inc. 0.17% No change 18,421 $500K
Tradition Wealth Management, LLC 0.04% No change 18,420 $500K
Principal Securities, Inc. 0.01% Add +31.3% 18,371 $498K
Round Rock Advisors LLC 0.08% Reduce -18.6% 17,543 $476K
tru Independence LLC 0.14% Reduce -10.8% 17,503 $475K
CVFG LLC 0.37% Add +66.9% 17,242 $468K
Global Retirement Partners, LLC 0.01% — 16,974 $461K
Rather & Kittrell, Inc. 0.09% Add +2.6% 16,850 $457K
Banque Pictet & Cie SA 0.00% No change 16,318 $443K
Zions Bancorporation, National Association 0.02% No change 16,000 $434K
Rothschild Investment LLC 0.03% Reduce -1.2% 15,950 $433K
Renaissance Technologies 0.00% Add +43.5% 15,500 $421K
Mascagni Wealth Management, Inc. 0.36% Reduce -4.4% 15,459 $419K
Lodestar Private Asset Management LLC 0.05% Reduce -55.9% 14,852 $403K
Richmond Investment Services, LLC 0.08% New 14,649 $397K
Walkner Condon Financial Advisors LLC 0.07% Reduce -8.8% 14,425 $391K
Belpointe Asset Management LLC 0.02% No change 13,860 $376K
Nautilus Advisors LLC 0.26% Reduce -4.4% 13,135 $356K
Opal Wealth Advisors, LLC 0.10% Reduce -1.4% 13,093 $355K
MAI Capital Management 0.00% No change 12,980 $352K
CRA Financial Services, LLC 0.05% Reduce -3.8% 12,540 $340K
CapWealth Advisors, LLC 0.03% No change 12,506 $339K
First National Corp. /Ma/ 0.07% Reduce -33.4% 12,443 $338K
Orca Wealth Management, LLC 0.28% Add +3.7% 12,436 $337K
OneDigital Investment Advisors LLC 0.00% No change 12,403 $336K
St Germain D J Co. Inc. 0.01% Add +8.9% 11,476 $311K
Alpha Financial Partners LLC 0.22% No change 11,401 $309K
Trilogy Capital Inc. 0.01% Reduce -9.2% 11,174 $303K
International Assets Investment Management, LLC 0.02% Reduce -15.8% 10,958 $297K
Kintra Wealth, LLC 0.17% Reduce -47.9% 10,650 $289K
Octavia Wealth Advisors, LLC 0.03% Add +1.6% 10,532 $289K
J.W. Cole Advisors, Inc. 0.01% Add +3.8% 10,512 $285K
Simmons Bank 0.02% No change 10,362 $281K
Vawter Financial, Ltd. 3.17% Reduce -97.0% 10,354 $281K
Orion Porfolio Solutions, LLC 0.00% Reduce -82.8% 10,161 $276K
LongView Wealth Management 0.08% Reduce -81.6% 10,072 $273K
Sowell Financial Services LLC 0.01% New 9,997 $271K
Farmers & Merchants Investments Inc. 0.01% No change 9,950 $270K
Quantinno Capital Management LP 0.00% Reduce -38.8% 9,812 $266K
Waverly Advisors, LLC 0.00% Reduce -12.3% 9,751 $265K
Vicus Capital 0.02% New 9,598 $260K
Two Sigma Securities, LLC 0.03% New 9,218 $250K
Good Life Advisors, LLC 0.02% Reduce -59.5% 9,166 $249K
Tempus Wealth Planning, LLC 0.06% Reduce -1.3% 8,828 $240K
Independent Financial Group, LLC 0.01% New 8,629 $234K
Stratos Wealth Partners, LTD. 0.00% Add +2.9% 8,586 $233K
Marshall Wace, LLP 0.00% Reduce -83.8% 8,523 $231K
Perigon Wealth Management, LLC 0.01% New 8,516 $231K
Venture Visionary Partners LLC 0.01% New 8,392 $228K
Cary Street Partners Financial LLC 0.01% No change 8,387 $228K
Faithward Advisors, LLC 0.04% Reduce -0.5% 8,363 $227K
Freedom Investment Management, Inc. 0.02% New 8,268 $224K
Advyzon Investment Management, LLC 0.05% New 8,201 $222K
Pure Financial Advisors, LLC 0.00% Reduce -14.2% 7,843 $213K
Willow Creek Wealth Management Inc. 0.02% New 7,819 $212K
Advance Capital Management, Inc. 0.01% Reduce -29.6% 7,656 $208K
Creative Planning 0.00% Reduce -12.3% 7,649 $208K
Wealthcare Capital Management LLC 0.02% Reduce -18.6% 7,466 $203K
Geneos Wealth Management Inc. 0.00% Add +50.6% 7,449 $202K
Colonial Trust Co / SC 0.03% Reduce -1.0% 7,153 $194K
Centaurus Financial, Inc. 0.01% New 5,410 $147K
Allworth Financial LP 0.00% No change 5,158 $140K
Crewe Advisors LLC 0.02% No change 5,089 $138K
Financial Perspectives, Inc 0.04% No change 4,655 $126K
Smartleaf Asset Management LLC 0.01% New 4,506 $123K
Key Financial Inc 0.02% No change 4,047 $110K
Exchange Traded Concepts, LLC 0.00% New 3,535 $96K
National Bank of Canada 0.00% Add +0.5% 3,516 $95K
Aventura Private Wealth, LLC 0.04% No change 3,502 $95K
Farther Finance Advisors, LLC 0.00% New 3,158 $86K
CarsonAllaria Wealth Management, Ltd. 0.04% No change 2,903 $79K
Beacon Capital Management, LLC 0.01% New 2,749 $75K
Pinnacle Bancorp, Inc. 0.02% No change 2,425 $66K
Larson Financial Group LLC 0.00% No change 2,350 $64K
Assetmark, Inc. 0.00% New 2,349 $64K
CIBC Private Wealth Group LLC 0.00% No change 2,320 $63K
Marshall & Sterling Wealth Advisors Inc. 0.04% Add +25.3% 2,177 $59K
1620 Investment Advisors, Inc. 0.04% Reduce -30.5% 1,899 $52K
UMB Bank, n.a. 0.00% New 1,671 $45K
Harbor Investment Advisory, LLC 0.00% New 1,539 $42K
Russell Investments Group, Ltd. 0.00% Reduce -29.9% 1,537 $42K
IFP Advisors, Inc 0.00% Add +114.2% 1,176 $32K
Roxbury Financial LLC 0.03% New 1,158 $31K
Clear Investment Research, LLC 0.04% Reduce -22.2% 1,054 $29K
Arax Advisory Partners 0.00% New 913 $25K
Winch Advisory Services, LLC 0.01% No change 898 $24K
Whipplewood Advisors, LLC 0.01% Add +57.0% 857 $23K
Strategic Investment Solutions, Inc. 0.01% Add +7.1% 750 $20K
MPWM Advisory Solutions, LLC 0.01% No change 742 $20K
CX Institutional 0.00% No change 720 $20K
CoreCap Advisors, LLC 0.00% Add +88.5% 703 $19K
Westside Investment Management, Inc. 0.00% No change 550 $15K
Creative Financial Designs Inc. 0.00% No change 465 $13K
IAG Wealth Partners, LLC 0.00% No change 462 $13K
MCF Advisors LLC 0.00% No change 407 $11K
Medallion Wealth Advisors, LLC 0.00% No change 345 $9K
Redmont Wealth Advisors LLC 0.01% No change 148 $4K
New England Capital Financial Advisors LLC 0.00% Reduce -78.9% 35 $958
Citigroup Inc. 0.00% New 13 $353

"% of holder's portfolio" is CGXU's weight in each manager's 13F, not the share of Cap Group Intl Focus the manager owns.