Filing Research | CAPITAL GROUP INTL FOCUS EQT Institutional Holdings

Snapshot holdings

50 / 124 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	4.1MSH	$143.2M
2	Confluence Wealth Services, Inc.	Shares	2.4MSH	$84.2M
3	INSPIRION WEALTH ADVISORS, LLC	Shares	2.1MSH	$70.2M
4	ECLECTIC ASSOCIATES INC /ADV	Shares	1.7MSH	$59.2M
5	AdvisorNet Financial, Inc	Shares	1.1MSH	$39.5M
6	Aprio Wealth Management, LLC	Shares	1.0MSH	$36.3M
7	CPC Advisors, LLC	Shares	1.0MSH	$36.2M
8	Sterling Investment Counsel, LLC	Shares	876.6KSH	$30.3M
9	Summit Investment Advisory Services, LLC	Shares	847.2KSH	$29.3M
10	D.A. DAVIDSON & CO.	Shares	801.6KSH	$27.8M
11	McGlone Suttner Wealth Management, Inc.	Shares	700.6KSH	$24.3M
12	Lantz Financial LLC	Shares	680.7KSH	$23.6M
13	Cooper Financial Group	Shares	664.4KSH	$23.0M
14	DeDora Capital, Inc.	Shares	654.3KSH	$22.7M
15	Hopwood Financial Services, Inc.	Shares	622.6KSH	$21.6M
16	EverSource Wealth Advisors, LLC	Shares	611.1KSH	$21.2M
17	BetterWealth, LLC	Shares	584.6KSH	$20.2M
18	Wealthcare Advisory Partners LLC	Shares	565.2KSH	$19.6M
19	Burton Enright Welch	Shares	445.7KSH	$15.4M
20	Vawter Financial, Ltd.	Shares	318.6KSH	$11.0M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	255.4KSH	$8.8M
22	Cornerstone Wealth Management, LLC	Shares	240.1KSH	$8.3M
23	Brown Miller Wealth Management, LLC	Shares	227.1KSH	$7.9M
24	Triangle Securities Wealth Management	Shares	203.1KSH	$7.0M
25	QUANTUM FINANCIAL PARTNERS LLC	Shares	188.7KSH	$6.5M
26	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	165.1KSH	$5.7M
27	CLG LLC	Shares	144.2KSH	$5.0M
28	MERIDIAN INVESTMENT COUNSEL INC.	Shares	143.1KSH	$5.0M
29	Lodestone Wealth Management LLC	Shares	137.3KSH	$4.8M
30	G&S Capital LLC	Shares	132.8KSH	$4.6M
31	Olistico Wealth, LLC	Shares	128.7KSH	$4.5M
32	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	122.7KSH	$4.2M
33	Cyndeo Wealth Partners, LLC	Shares	115.9KSH	$4.0M
34	LANDAAS & CO /WI /ADV	Shares	96.5KSH	$3.3M
35	Spire Wealth Management	Shares	90.0KSH	$3.1M
36	TRUE BLUE FINANCIAL, LLC	Shares	89.4KSH	$3.1M
37	Procyon Advisors, LLC	Shares	87.7KSH	$3.0M
38	ERn Financial, LLC	Shares	86.3KSH	$3.0M
39	Bill Few Associates, Inc.	Shares	85.9KSH	$3.0M
40	Charter Capital Management, LLC\DE	Shares	78.0KSH	$2.7M
41	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	76.5KSH	$2.6M
42	Farther Finance Advisors, LLC	Shares	70.8KSH	$2.5M
43	Fiduciary Alliance LLC	Shares	66.5KSH	$2.3M
44	Wealth Science Advisors LLC	Shares	53.0KSH	$1.8M
45	Signature Resources Capital Management, LLC	Shares	52.9KSH	$1.8M
46	Cornell Pochily Investment Advisors, Inc.	Shares	52.9KSH	$1.8M
47	Bulwark Capital Corp	Shares	51.7KSH	$1.8M
48	Valeo Financial Advisors, LLC	Shares	51.5KSH	$1.8M
49	DAVENPORT & Co LLC	Shares	50.9KSH	$1.8M
50	KOM Wealth Management Group, LLC	Shares	47.6KSH	$1.6M

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

50 / 126 loaded

#		Instrument
1	Confluence Wealth Services, Inc. added	Shares	+459.0K	+$26.0M	$84.2M
2	BENJAMIN EDWARDS INC added	Shares	+62.6K	+$23.1M	$143.2M
3	Cooper Financial Group new	Shares	+664.4K	+$23.0M	$23.0M
4	INSPIRION WEALTH ADVISORS, LLC added	Shares	+42.0K	+$10.6M	$70.2M
5	ECLECTIC ASSOCIATES INC /ADV added	Shares	+20.1K	+$9.4M	$59.2M
6	AdvisorNet Financial, Inc added	Shares	+29.6K	+$6.7M	$39.5M
7	D.A. DAVIDSON & CO. added	Shares	+58.7K	+$5.8M	$27.8M
8	Burton Enright Welch added	Shares	+97.3K	+$5.2M	$15.4M
9	Sterling Investment Counsel, LLC added	Shares	+22.2K	+$5.2M	$30.3M
10	EverSource Wealth Advisors, LLC added	Shares	+58.6K	+$4.9M	$21.2M
11	DeDora Capital, Inc. added	Shares	+50.4K	+$4.8M	$22.7M
12	Lantz Financial LLC added	Shares	+40.4K	+$4.7M	$23.6M
13	Hopwood Financial Services, Inc. added	Shares	+42.7K	+$4.5M	$21.6M
14	Summit Investment Advisory Services, LLC trimmed	Shares	-3.5K	+$4.2M	$29.3M
15	McGlone Suttner Wealth Management, Inc. trimmed	Shares	-6.3K	+$3.4M	$24.3M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+67.3K	+$3.2M	$8.8M
17	BetterWealth, LLC added	Shares	+5.0K	+$3.1M	$20.2M
18	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added	Shares	+71.8K	+$2.7M	$4.2M
19	Brown Miller Wealth Management, LLC added	Shares	+10.6K	+$1.5M	$7.9M
20	Cornerstone Wealth Management, LLC added	Shares	+6.7K	+$1.4M	$8.3M
21	Vawter Financial, Ltd. trimmed	Shares	-9.5K	+$1.4M	$11.0M
22	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+15.6K	+$1.3M	$5.7M
23	Triangle Securities Wealth Management added	Shares	+7.7K	+$1.3M	$7.0M
24	MBE Wealth Management, LLC new	Shares	+33.6K	+$1.2M	$1.2M
25	LANDAAS & CO /WI /ADV added	Shares	+20.6K	+$1.1M	$3.3M
26	CLG LLC added	Shares	+11.2K	+$1.1M	$5.0M
27	Olistico Wealth, LLC added	Shares	+9.7K	+$946.3K	$4.5M
28	J.W. COLE ADVISORS, INC. new	Shares	+22.3K	+$771.5K	$771.5K
29	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+21.3K	+$736.1K	$736.1K
30	G&S Capital LLC added	Shares	+1.3K	+$720.8K	$4.6M
31	ERn Financial, LLC added	Shares	+9.1K	+$710.5K	$3.0M
32	MERIDIAN INVESTMENT COUNSEL INC. trimmed	Shares	-1.3K	+$695.7K	$5.0M
33	Cyndeo Wealth Partners, LLC added	Shares	+3.3K	+$690.8K	$4.0M
34	National Wealth Management Group, LLC added	Shares	+16.9K	+$676.0K	$1.2M
35	Lodestone Wealth Management LLC trimmed	Shares	-4.5K	+$571.9K	$4.8M
36	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+5.9K	+$565.9K	$2.6M
37	TRUE BLUE FINANCIAL, LLC added	Shares	+772	+$481.4K	$3.1M
38	Spire Wealth Management added	Shares	+595	+$479.4K	$3.1M
39	Signature Resources Capital Management, LLC added	Shares	+6.9K	+$476.3K	$1.8M
40	Bill Few Associates, Inc. added	Shares	+851	+$465.9K	$3.0M
41	DAVENPORT & Co LLC added	Shares	+6.8K	+$461.4K	$1.8M
42	Charter Capital Management, LLC\DE added	Shares	+1.9K	+$455.8K	$2.7M
43	Intrinsic Value Partners, LLC new	Shares	+12.8K	+$444.9K	$444.9K
44	Bulwark Capital Corp added	Shares	+5.4K	+$423.6K	$1.8M
45	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+9.0K	+$417.9K	$1.0M
46	Farther Finance Advisors, LLC added	Shares	+2.1K	+$399.8K	$2.5M
47	Procyon Advisors, LLC trimmed	Shares	-1.7K	+$399.2K	$3.0M
48	Trinity Wealth Management, LLC added	Shares	+6.5K	+$388.2K	$1.3M
49	PFG Advisors added	Shares	+7.2K	+$382.7K	$1.1M
50	Pines Wealth Management, LLC added	Shares	+4.2K	+$362.5K	$1.6M

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