Filing Research | CAPITAL GROUP CORE EQUITY ET Institutional Holdings

Snapshot holdings

50 / 132 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	2.8MSH	$126.2M
2	Merit Financial Group, LLC	Shares	2.3MSH	$100.9M
3	AA Financial Advisors, LLC	Shares	597.8KSH	$26.6M
4	D.A. DAVIDSON & CO.	Shares	581.6KSH	$25.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	554.5KSH	$24.8M
6	EverSource Wealth Advisors, LLC	Shares	521.1KSH	$23.2M
7	Summit Investment Advisory Services, LLC	Shares	503.0KSH	$22.4M
8	IFP Advisors, Inc	Shares	439.0KSH	$19.5M
9	Strategic Blueprint, LLC	Shares	338.5KSH	$15.1M
10	Apollon Wealth Management, LLC	Shares	310.9KSH	$13.8M
11	ST GERMAIN D J CO INC	Shares	254.3KSH	$11.3M
12	Guided Capital Wealth Management, LLC	Shares	247.6KSH	$11.0M
13	CARY STREET PARTNERS FINANCIAL LLC	Shares	226.4KSH	$10.1M
14	Envestnet Portfolio Solutions, Inc.	Shares	219.2KSH	$9.8M
15	PFG Advisors	Shares	150.5KSH	$6.7M
16	A&I FINANCIAL SERVICES, LLC	Shares	146.5KSH	$6.5M
17	Wealthcare Advisory Partners LLC	Shares	138.6KSH	$6.2M
18	SEAMOUNT FINANCIAL GROUP INC	Shares	117.1KSH	$5.2M
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	114.7KSH	$5.1M
20	Farther Finance Advisors, LLC	Shares	112.0KSH	$5.0M
21	Dynamic Advisor Solutions LLC	Shares	108.3KSH	$4.8M
22	Worthington Financial Partners, LLC	Shares	106.9KSH	$4.8M
23	Boyer Financial Services, Inc.	Shares	102.3KSH	$4.5M
24	Signature Resources Capital Management, LLC	Shares	93.9KSH	$4.2M
25	Prospera Financial Services Inc	Shares	92.2KSH	$4.1M
26	TRUE BLUE FINANCIAL, LLC	Shares	90.2KSH	$4.0M
27	G&S Capital LLC	Shares	89.8KSH	$4.0M
28	Capital Management Associates, Inc	Shares	88.2KSH	$3.9M
29	J.W. COLE ADVISORS, INC.	Shares	84.8KSH	$3.8M
30	M.E. ALLISON & CO., INC.	Shares	83.8KSH	$3.7M
31	INVESTMENT ADVISORY SERVICES INC /TX /ADV	Shares	74.8KSH	$3.3M
32	R2 Capital Strategies, LLC	Shares	71.2KSH	$3.2M
33	Confluence Wealth Services, Inc.	Shares	69.8KSH	$3.1M
34	Olistico Wealth, LLC	Shares	68.3KSH	$3.0M
35	Lodestone Wealth Management LLC	Shares	65.5KSH	$2.9M
36	LYNCH & ASSOCIATES/IN	Shares	64.2KSH	$2.9M
37	LongView Wealth Management	Shares	60.8KSH	$2.7M
38	Capital Investment Management, Inc.	Shares	59.7KSH	$2.7M
39	Lantz Financial LLC	Shares	59.0KSH	$2.6M
40	Affiance Financial, LLC	Shares	56.0KSH	$2.5M
41	Pines Wealth Management, LLC	Shares	55.2KSH	$2.5M
42	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	53.4KSH	$2.4M
43	LANDAAS & CO /WI /ADV	Shares	52.3KSH	$2.3M
44	KPP Advisory Services LLC	Shares	50.4KSH	$2.2M
45	DAVENPORT & Co LLC	Shares	49.0KSH	$2.2M
46	Mayflower Financial Advisors, LLC	Shares	47.2KSH	$2.1M
47	KMG FIDUCIARY PARTNERS, LLC	Shares	47.0KSH	$2.1M
48	Tempus Wealth Planning, LLC	Shares	46.8KSH	$2.1M
49	Capital Investment Advisory Services, LLC	Shares	46.2KSH	$2.1M
50	RFG Advisory, LLC	Shares	43.9KSH	$2.0M

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

50 / 133 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+83.8K	+$20.4M	$126.2M
2	Merit Financial Group, LLC trimmed	Shares	-38.7K	+$12.3M	$100.9M
3	AA Financial Advisors, LLC added	Shares	+61.5K	+$6.0M	$26.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+31.5K	+$4.6M	$24.8M
5	D.A. DAVIDSON & CO. added	Shares	+22.5K	+$4.4M	$25.9M
6	EverSource Wealth Advisors, LLC added	Shares	+25.2K	+$4.1M	$23.2M
7	Summit Investment Advisory Services, LLC added	Shares	+20.6K	+$3.8M	$22.4M
8	IFP Advisors, Inc added	Shares	+16.2K	+$3.3M	$19.5M
9	Apollon Wealth Management, LLC added	Shares	+15.4K	+$2.5M	$13.8M
10	Strategic Blueprint, LLC added	Shares	+6.6K	+$2.3M	$15.1M
11	Farther Finance Advisors, LLC added	Shares	+35.8K	+$2.0M	$5.0M
12	ST GERMAIN D J CO INC added	Shares	+6.6K	+$1.8M	$11.3M
13	Guided Capital Wealth Management, LLC added	Shares	+4.2K	+$1.7M	$11.0M
14	Envestnet Portfolio Solutions, Inc. added	Shares	+6.5K	+$1.6M	$9.8M
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+20.9K	+$1.5M	$5.1M
16	PRIVATE CLIENT SERVICES, LLC new	Shares	+33.3K	+$1.5M	$1.5M
17	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.5K	+$1.4M	$10.1M
18	PFG Advisors added	Shares	+11.2K	+$1.3M	$6.7M
19	Confluence Wealth Services, Inc. added	Shares	+18.1K	+$1.1M	$3.1M
20	SEAMOUNT FINANCIAL GROUP INC added	Shares	+9.8K	+$1.1M	$5.2M
21	LANDAAS & CO /WI /ADV added	Shares	+18.3K	+$1.0M	$2.3M
22	A&I FINANCIAL SERVICES, LLC added	Shares	+2.5K	+$983.9K	$6.5M
23	Signature Resources Capital Management, LLC added	Shares	+9.7K	+$941.4K	$4.2M
24	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+20.2K	+$897.8K	$897.8K
25	LYNCH & ASSOCIATES/IN added	Shares	+11.4K	+$827.6K	$2.9M
26	DAVENPORT & Co LLC added	Shares	+13.7K	+$822.6K	$2.2M
27	TRUE BLUE FINANCIAL, LLC added	Shares	+4.4K	+$714.5K	$4.0M
28	Boyer Financial Services, Inc. added	Shares	+2.9K	+$696.7K	$4.5M
29	INVESTMENT ADVISORY SERVICES INC /TX /ADV added	Shares	+5.5K	+$663.3K	$3.3M
30	Capital Investment Advisory Services, LLC added	Shares	+9.3K	+$639.0K	$2.1M
31	M.E. ALLISON & CO., INC. added	Shares	+2.7K	+$613.2K	$3.7M
32	Worthington Financial Partners, LLC trimmed	Shares	-1.3K	+$596.9K	$4.8M
33	Lincoln Capital LLC added	Shares	+7.8K	+$559.1K	$1.9M
34	Dynamic Advisor Solutions LLC trimmed	Shares	-3.0K	+$540.6K	$4.8M
35	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+5.2K	+$524.1K	$2.4M
36	Lantz Financial LLC added	Shares	+4.3K	+$521.8K	$2.6M
37	KPP Advisory Services LLC added	Shares	+5.2K	+$505.2K	$2.2M
38	Wealth Group Ltd new	Shares	+11.3K	+$504.5K	$504.5K
39	Capital Investment Management, Inc. added	Shares	+3.6K	+$498.7K	$2.7M
40	Lodestone Wealth Management LLC added	Shares	+1.7K	+$460.8K	$2.9M
41	J.W. COLE ADVISORS, INC. trimmed	Shares	-1.8K	+$444.6K	$3.8M
42	Bill Few Associates, Inc. added	Shares	+4.9K	+$423.9K	$1.7M
43	Professional Financial Advisors, LLC new	Shares	+9.3K	+$414.6K	$414.6K
44	Olistico Wealth, LLC added	Shares	+10	+$414.3K	$3.0M
45	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+4.1K	+$368.5K	$1.6M
46	Capital Management Associates, Inc trimmed	Shares	-5.4K	+$325.5K	$3.9M
47	Sequoia Financial Advisors, LLC new	Shares	+7.2K	+$319.8K	$319.8K
48	Affiance Financial, LLC trimmed	Shares	-795	+$308.9K	$2.5M
49	KMG FIDUCIARY PARTNERS, LLC added	Shares	+166	+$291.2K	$2.1M
50	Pines Wealth Management, LLC trimmed	Shares	-1.1K	+$290.3K	$2.5M

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