Filing Research | CAPITAL GROUP GROWTH ETF Institutional Holdings

Snapshot holdings

50 / 229 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	2.7MSH	$129.0M
2	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.2MSH	$105.2M
3	Merit Financial Group, LLC	Shares	1.9MSH	$91.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4MSH	$68.0M
5	Johnson Bixby & Associates, LLC	Shares	1.4MSH	$67.5M
6	Prospera Financial Services Inc	Shares	1.4MSH	$66.3M
7	Confluence Wealth Services, Inc.	Shares	1.3MSH	$63.3M
8	Aprio Wealth Management, LLC	Shares	1.3MSH	$63.3M
9	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	1.1MSH	$52.6M
10	Summit Investment Advisory Services, LLC	Shares	934.1KSH	$44.1M
11	AA Financial Advisors, LLC	Shares	889.7KSH	$42.0M
12	D.A. DAVIDSON & CO.	Shares	808.8KSH	$38.2M
13	ECLECTIC ASSOCIATES INC /ADV	Shares	801.9KSH	$37.9M
14	Wealth Science Advisors LLC	Shares	715.8KSH	$33.8M
15	Wealthcare Advisory Partners LLC	Shares	688.7KSH	$32.5M
16	IAM Advisory, LLC	Shares	617.8KSH	$29.2M
17	IFP Advisors, Inc	Shares	604.0KSH	$28.5M
18	DAVENPORT & Co LLC	Shares	600.3KSH	$28.3M
19	Strategic Blueprint, LLC	Shares	500.6KSH	$23.6M
20	Greenbush Financial Group, LLC	Shares	496.6KSH	$23.4M
21	AdvisorNet Financial, Inc	Shares	486.4KSH	$23.0M
22	Stonebridge Financial Group, LLC	Shares	443.2KSH	$20.9M
23	Farther Finance Advisors, LLC	Shares	438.5KSH	$20.7M
24	MISSION WEALTH MANAGEMENT, LP	Shares	405.9KSH	$19.2M
25	EverSource Wealth Advisors, LLC	Shares	381.4KSH	$18.0M
26	Ferguson Shapiro LLC	Shares	377.1KSH	$17.8M
27	CLG LLC	Shares	348.3KSH	$16.4M
28	Ballew Advisors, Inc	Shares	304.7KSH	$14.2M
29	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	286.3KSH	$13.5M
30	KPP Advisory Services LLC	Shares	280.7KSH	$13.2M
31	McCollum Christoferson Group LLC	Shares	295.4KSH	$13.2M
32	LongView Wealth Management	Shares	269.3KSH	$12.7M
33	Apollon Wealth Management, LLC	Shares	266.9KSH	$12.6M
34	EQ WEALTH ADVISORS, LLC	Shares	261.1KSH	$12.3M
35	FLAGSHIP HARBOR ADVISORS, LLC	Shares	251.2KSH	$11.9M
36	INDEPENDENT FINANCIAL GROUP, LLC	Shares	251.0KSH	$11.8M
37	HBW ADVISORY SERVICES LLC	Shares	249.3KSH	$11.8M
38	QUANTUM FINANCIAL PARTNERS LLC	Shares	247.6KSH	$11.7M
39	GENESIS PRIVATE WEALTH, LLC	Shares	243.2KSH	$11.5M
40	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	229.5KSH	$10.8M
41	Boyer Financial Services, Inc.	Shares	229.4KSH	$10.7M
42	BetterWealth, LLC	Shares	220.0KSH	$10.4M
43	Smith Thornton Advisors LLC	Shares	223.8KSH	$10.4M
44	FULTON BANK, N.A.	Shares	208.2KSH	$9.8M
45	APS Management Group, Inc.	Shares	197.6KSH	$9.3M
46	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	185.6KSH	$8.8M
47	Ridgeline Wealth Planning, LLC	Shares	181.7KSH	$8.6M
48	Charter Capital Management, LLC\DE	Shares	181.2KSH	$8.6M
49	M.E. ALLISON & CO., INC.	Shares	180.6KSH	$8.5M
50	BEACON FINANCIAL GROUP	Shares	179.2KSH	$8.5M

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

50 / 235 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+98.8K	+$23.1M	$129.0M
2	Confluence Wealth Services, Inc. added	Shares	+177.3K	+$16.5M	$63.3M
3	Merit Financial Group, LLC added	Shares	+20.2K	+$14.3M	$91.1M
4	AA Financial Advisors, LLC added	Shares	+156.2K	+$12.5M	$42.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+44.1K	+$11.4M	$68.0M
6	Johnson Bixby & Associates, LLC added	Shares	+6.7K	+$10.3M	$67.5M
7	FULTON BANK, N.A. new	Shares	+208.2K	+$9.8M	$9.8M
8	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+35.8K	+$9.2M	$52.6M
9	Prospera Financial Services Inc trimmed	Shares	-35.0K	+$8.4M	$66.3M
10	DAVENPORT & Co LLC added	Shares	+94.9K	+$8.0M	$28.3M
11	ECLECTIC ASSOCIATES INC /ADV added	Shares	+37.6K	+$7.1M	$37.9M
12	Summit Investment Advisory Services, LLC added	Shares	+4.0K	+$6.7M	$44.1M
13	Wealthcare Advisory Partners LLC added	Shares	+41.0K	+$6.5M	$32.5M
14	IFP Advisors, Inc added	Shares	+33.6K	+$5.6M	$28.5M
15	EverSource Wealth Advisors, LLC added	Shares	+60.2K	+$5.1M	$18.0M
16	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-262.6K	+$5.1M	$105.2M
17	CLG LLC added	Shares	+61.6K	+$4.9M	$16.4M
18	Aprio Wealth Management, LLC trimmed	Shares	-113.2K	+$4.8M	$63.3M
19	Stonebridge Financial Group, LLC added	Shares	+35.7K	+$4.5M	$20.9M
20	IAM Advisory, LLC trimmed	Shares	-411	+$4.3M	$29.2M
21	Strategic Blueprint, LLC added	Shares	+19.6K	+$4.3M	$23.6M
22	Wealth Science Advisors LLC added	Shares	+48.4K	+$4.1M	$33.8M
23	AdvisorNet Financial, Inc added	Shares	+15.1K	+$4.0M	$23.0M
24	Farther Finance Advisors, LLC added	Shares	+18.6K	+$3.6M	$20.7M
25	Greenbush Financial Group, LLC added	Shares	+228	+$3.5M	$23.4M
26	Ferguson Shapiro LLC added	Shares	+19.4K	+$3.4M	$17.8M
27	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+29.4K	+$2.9M	$11.8M
28	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.5K	+$2.9M	$19.2M
29	Brookstone Capital Management added	Shares	+41.1K	+$2.6M	$6.4M
30	KPP Advisory Services LLC added	Shares	+15.4K	+$2.6M	$13.2M
31	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+15.8K	+$2.4M	$11.9M
32	Ridgeline Wealth Planning, LLC added	Shares	+27.5K	+$2.4M	$8.6M
33	GENESIS PRIVATE WEALTH, LLC added	Shares	+15.4K	+$2.3M	$11.5M
34	Boyer Financial Services, Inc. added	Shares	+21.0K	+$2.3M	$10.7M
35	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+3.4K	+$2.1M	$13.5M
36	Smith Thornton Advisors LLC added	Shares	+18.8K	+$2.1M	$10.4M
37	PFG Advisors added	Shares	+23.2K	+$2.1M	$8.0M
38	Total Clarity Wealth Management, Inc. added	Shares	+21.2K	+$2.1M	$8.1M
39	EQ WEALTH ADVISORS, LLC added	Shares	+5.2K	+$2.0M	$12.3M
40	HBW ADVISORY SERVICES LLC added	Shares	+7.3K	+$2.0M	$11.8M
41	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+9.5K	+$2.0M	$10.8M
42	Apollon Wealth Management, LLC added	Shares	+2.2K	+$2.0M	$12.6M
43	BetterWealth, LLC added	Shares	+6.5K	+$1.8M	$10.4M
44	D.A. DAVIDSON & CO. trimmed	Shares	-96.9K	+$1.8M	$38.2M
45	M.E. ALLISON & CO., INC. added	Shares	+12.6K	+$1.8M	$8.5M
46	Envestnet Portfolio Solutions, Inc. added	Shares	+18.8K	+$1.7M	$6.5M
47	Ballew Advisors, Inc added	Shares	+6.8K	+$1.7M	$14.2M
48	APS Management Group, Inc. added	Shares	+6.7K	+$1.7M	$9.3M
49	WARNER FINANCIAL, INC added	Shares	+26.0K	+$1.6M	$3.7M
50	LEGACY SOLUTIONS, LLC added	Shares	+8.1K	+$1.5M	$8.0M

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