Filing Research | CAPITAL GROUP GBL GROWTH EQT Institutional Holdings

Snapshot holdings

50 / 137 loaded

#		Instrument	quantity
1	Arlington Financial Advisors, LLC	Shares	1.5MSH	$61.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4MSH	$59.3M
3	BENJAMIN EDWARDS INC	Shares	1.2MSH	$49.7M
4	LVW Advisors, LLC	Shares	955.3KSH	$40.4M
5	ST GERMAIN D J CO INC	Shares	899.8KSH	$38.1M
6	D.A. DAVIDSON & CO.	Shares	768.5KSH	$32.5M
7	Wealth Science Advisors LLC	Shares	669.1KSH	$28.3M
8	LifeGoal Investments, LLC	Shares	536.9KSH	$22.7M
9	KWB Wealth	Shares	488.4KSH	$20.7M
10	Apollon Wealth Management, LLC	Shares	479.5KSH	$20.3M
11	Stonebridge Financial Group, LLC	Shares	458.1KSH	$19.4M
12	Clarity Wealth Advisors, LLC	Shares	366.1KSH	$15.5M
13	AA Financial Advisors, LLC	Shares	284.0KSH	$12.0M
14	Ridgeline Wealth Planning, LLC	Shares	263.8KSH	$11.2M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	257.5KSH	$10.9M
16	NavPoint Financial, Inc.	Shares	255.7KSH	$10.8M
17	NOVEM GROUP	Shares	233.4KSH	$9.9M
18	Confluence Wealth Services, Inc.	Shares	233.2KSH	$9.9M
19	Farther Finance Advisors, LLC	Shares	224.9KSH	$9.5M
20	Johnson Bixby & Associates, LLC	Shares	183.2KSH	$7.8M
21	Boyer Financial Services, Inc.	Shares	183.1KSH	$7.5M
22	Smith Thornton Advisors LLC	Shares	174.4KSH	$7.0M
23	FSM Wealth Advisors, LLC	Shares	162.3KSH	$6.9M
24	Envestnet Portfolio Solutions, Inc.	Shares	157.9KSH	$6.7M
25	Strategic Blueprint, LLC	Shares	157.0KSH	$6.6M
26	Prospera Financial Services Inc	Shares	144.9KSH	$6.1M
27	DAVENPORT & Co LLC	Shares	133.8KSH	$5.7M
28	PFG Advisors	Shares	132.9KSH	$5.6M
29	J.W. COLE ADVISORS, INC.	Shares	131.4KSH	$5.6M
30	CLG LLC	Shares	126.4KSH	$5.4M
31	Bill Few Associates, Inc.	Shares	124.1KSH	$5.3M
32	EQ WEALTH ADVISORS, LLC	Shares	123.4KSH	$5.2M
33	Smallwood Wealth Investment Management, LLC	Shares	117.5KSH	$5.0M
34	Leonard Rickey Investment Advisors P.L.L.C.	Shares	114.5KSH	$4.8M
35	HBW ADVISORY SERVICES LLC	Shares	110.2KSH	$4.7M
36	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	108.8KSH	$4.6M
37	A&I FINANCIAL SERVICES, LLC	Shares	103.8KSH	$4.4M
38	Merit Financial Group, LLC	Shares	95.3KSH	$4.0M
39	Financial Perspectives, Inc	Shares	90.8KSH	$3.8M
40	Aprio Wealth Management, LLC	Shares	86.1KSH	$3.6M
41	LANDAAS & CO /WI /ADV	Shares	85.1KSH	$3.6M
42	LongView Wealth Management	Shares	84.9KSH	$3.6M
43	WEST MICHIGAN ADVISORS, LLC	Shares	101.1KSH	$3.4M
44	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	67.7KSH	$2.9M
45	Saxony Capital Management, LLC	Shares	63.3KSH	$2.7M
46	ORBA Wealth Advisors, L.L.C.	Shares	58.1KSH	$2.5M
47	SEAMOUNT FINANCIAL GROUP INC	Shares	54.3KSH	$2.3M
48	EverSource Wealth Advisors, LLC	Shares	52.1KSH	$2.2M
49	INDEPENDENT FINANCIAL GROUP, LLC	Shares	51.9KSH	$2.2M
50	TITLEIST ASSET MANAGEMENT, LLC	Shares	50.6KSH	$2.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 140 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+225.4K	+$18.1M	$49.7M
2	Arlington Financial Advisors, LLC trimmed	Shares	-17.6K	+$12.5M	$61.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+53.7K	+$12.2M	$59.3M
4	NOVEM GROUP added	Shares	+176.4K	+$8.0M	$9.9M
5	ST GERMAIN D J CO INC trimmed	Shares	-10.4K	+$7.7M	$38.1M
6	KWB Wealth added	Shares	+111.5K	+$7.6M	$20.7M
7	D.A. DAVIDSON & CO. trimmed	Shares	-7.1K	+$6.6M	$32.5M
8	LifeGoal Investments, LLC added	Shares	+63.1K	+$6.6M	$22.7M
9	Wealth Science Advisors LLC added	Shares	+32.7K	+$6.3M	$28.3M
10	LVW Advisors, LLC trimmed	Shares	-88.9K	+$5.6M	$40.4M
11	J.W. COLE ADVISORS, INC. new	Shares	+131.4K	+$5.6M	$5.6M
12	Apollon Wealth Management, LLC added	Shares	+27.2K	+$5.2M	$20.3M
13	Stonebridge Financial Group, LLC added	Shares	+4.6K	+$4.3M	$19.4M
14	Clarity Wealth Advisors, LLC added	Shares	+25.9K	+$4.1M	$15.5M
15	Confluence Wealth Services, Inc. added	Shares	+34.4K	+$3.2M	$9.9M
16	Farther Finance Advisors, LLC added	Shares	+35.8K	+$3.1M	$9.5M
17	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+15.1K	+$2.8M	$10.9M
18	AA Financial Advisors, LLC trimmed	Shares	-223	+$2.5M	$12.0M
19	NavPoint Financial, Inc. added	Shares	+2.8K	+$2.4M	$10.8M
20	CLG LLC added	Shares	+24.0K	+$1.9M	$5.4M
21	Smith Thornton Advisors LLC added	Shares	+21.1K	+$1.9M	$7.0M
22	Envestnet Portfolio Solutions, Inc. added	Shares	+13.1K	+$1.9M	$6.7M
23	PFG Advisors added	Shares	+17.3K	+$1.8M	$5.6M
24	Boyer Financial Services, Inc. added	Shares	+9.8K	+$1.7M	$7.5M
25	Johnson Bixby & Associates, LLC trimmed	Shares	-940	+$1.6M	$7.8M
26	LANDAAS & CO /WI /ADV added	Shares	+24.1K	+$1.6M	$3.6M
27	DAVENPORT & Co LLC added	Shares	+8.7K	+$1.5M	$5.7M
28	Bill Few Associates, Inc. added	Shares	+9.4K	+$1.4M	$5.3M
29	FSM Wealth Advisors, LLC trimmed	Shares	-1.1K	+$1.4M	$6.9M
30	Strategic Blueprint, LLC added	Shares	+254	+$1.4M	$6.6M
31	EQ WEALTH ADVISORS, LLC added	Shares	+7.4K	+$1.4M	$5.2M
32	A&I FINANCIAL SERVICES, LLC added	Shares	+10.3K	+$1.3M	$4.4M
33	Financial Perspectives, Inc added	Shares	+12.2K	+$1.2M	$3.8M
34	HBW ADVISORY SERVICES LLC added	Shares	+4.8K	+$1.1M	$4.7M
35	Smallwood Wealth Investment Management, LLC added	Shares	+1.9K	+$1.1M	$5.0M
36	Leonard Rickey Investment Advisors P.L.L.C. trimmed	Shares	-1.3K	+$981.0K	$4.8M
37	SILVIA MCCOLL WEALTH MANAGEMENT, LLC trimmed	Shares	-1.3K	+$932.3K	$4.6M
38	Merit Financial Group, LLC added	Shares	+2.3K	+$931.6K	$4.0M
39	Saxony Capital Management, LLC added	Shares	+10.1K	+$903.5K	$2.7M
40	Aprio Wealth Management, LLC added	Shares	+625	+$792.2K	$3.6M
41	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+4.4K	+$600.1K	$2.1M
42	EverSource Wealth Advisors, LLC added	Shares	+2.9K	+$562.7K	$2.2M
43	SEAMOUNT FINANCIAL GROUP INC added	Shares	+2.2K	+$559.6K	$2.3M
44	Capital Investment Advisory Services, LLC added	Shares	+9.5K	+$545.4K	$1.1M
45	PRIVATE CLIENT SERVICES, LLC new	Shares	+12.9K	+$545.2K	$545.2K
46	Signature Resources Capital Management, LLC added	Shares	+5.9K	+$534.7K	$1.6M
47	Lincoln Capital LLC added	Shares	+6.3K	+$521.7K	$1.5M
48	M.E. ALLISON & CO., INC. added	Shares	+6.6K	+$509.9K	$1.4M
49	Security Financial Services, INC. added	Shares	+4.6K	+$450.5K	$1.4M
50	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+2.5K	+$448.3K	$1.7M

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