Cap Group Intl FocusCGXUETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $70.1M |
| Exits | 16 | $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.