Filing Research | Capital Group (international Eq SHS) Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	Venturi Wealth Management, LLC	Shares	1.8MSH	$66.0M
2	Merit Financial Group, LLC	Shares	778.3KSH	$28.6M
3	LVW Advisors, LLC	Shares	662.7KSH	$24.4M
4	StrongBox Wealth, LLC	Shares	380.1KSH	$14.0M
5	Stonebridge Financial Group, LLC	Shares	323.7KSH	$11.9M
6	Mendota Financial Group, LLC	Shares	181.5KSH	$6.7M
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	173.4KSH	$6.4M
8	KWB Wealth	Shares	170.4KSH	$6.3M
9	Johnson Bixby & Associates, LLC	Shares	153.5KSH	$5.6M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	152.9KSH	$5.6M
11	Burton Enright Welch	Shares	142.4KSH	$5.2M
12	D.A. DAVIDSON & CO.	Shares	137.6KSH	$5.1M
13	Confluence Wealth Services, Inc.	Shares	136.1KSH	$5.0M
14	DAVENPORT & Co LLC	Shares	117.4KSH	$4.3M
15	Security Financial Services, INC.	Shares	106.5KSH	$3.9M
16	Bill Few Associates, Inc.	Shares	88.7KSH	$3.3M
17	Prospera Financial Services Inc	Shares	86.9KSH	$3.2M
18	IFP Advisors, Inc	Shares	62.8KSH	$2.3M
19	CLG LLC	Shares	50.3KSH	$1.8M
20	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	46.5KSH	$1.7M
21	Dynamic Advisor Solutions LLC	Shares	39.8KSH	$1.5M
22	Wisconsin Wealth Advisors, LLC	Shares	39.1KSH	$1.4M
23	Investment Planning Advisors, Inc.	Shares	38.7KSH	$1.4M
24	First Heartland Consultants, Inc.	Shares	36.8KSH	$1.4M
25	WARNER FINANCIAL, INC	Shares	35.6KSH	$1.3M
26	American Financial Advisors, LLC	Shares	30.3KSH	$1.1M
27	J.W. COLE ADVISORS, INC.	Shares	29.3KSH	$1.1M
28	SEAMOUNT FINANCIAL GROUP INC	Shares	28.7KSH	$1.1M
29	Walleye Partners, LLC	Shares	27.0KSH	$992.8K
30	LexAurum Advisors, LLC	Shares	25.7KSH	$945.0K
31	AdvisorNet Financial, Inc	Shares	21.7KSH	$798.8K
32	Lodestone Wealth Management LLC	Shares	15.8KSH	$580.1K
33	Lincoln Capital LLC	Shares	14.4KSH	$530.3K
34	Envestnet Portfolio Solutions, Inc.	Shares	12.8KSH	$470.5K
35	PFG Advisors	Shares	9.1KSH	$335.6K
36	BENJAMIN EDWARDS INC	Shares	8.5KSH	$314.5K
37	Veracity Capital LLC	Shares	8.3KSH	$303.9K
38	LANDAAS & CO /WI /ADV	Shares	7.0KSH	$257.3K
39	TITLEIST ASSET MANAGEMENT, LLC	Shares	6.9KSH	$253.5K
40	Farther Finance Advisors, LLC	Shares	6.6KSH	$243.3K
41	Financial Perspectives, Inc	Shares	6.2KSH	$228.9K
42	Clearwave Capital, LLC	Shares	5.8KSH	$215.1K
43	Capital Investment Advisory Services, LLC	Shares	5.5KSH	$200.6K
44	CITY HOLDING CO	Shares	3.8KSH	$139.7K
45	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.2KSH	$44.1K
46	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$38.1K
47	CrossGen Wealth, LLC	Shares	684SH	$25.2K
48	Beaird Harris Wealth Management, LLC	Shares	457SH	$16.8K
49	Signature Resources Capital Management, LLC	Shares	314SH	$11.5K
50	PARK AVENUE SECURITIES LLC	Shares	57.0KSH	$2.1K

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

50 / 54 loaded

#		Instrument
1	Venturi Wealth Management, LLC added	Shares	+47.4K	+$6.9M	$66.0M
2	Merit Financial Group, LLC added	Shares	+7.4K	+$2.6M	$28.6M
3	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+29.9K	+$1.5M	$6.4M
4	Stonebridge Financial Group, LLC added	Shares	+10.6K	+$1.3M	$11.9M
5	StrongBox Wealth, LLC trimmed	Shares	-375	+$1.1M	$14.0M
6	J.W. COLE ADVISORS, INC. new	Shares	+29.3K	+$1.1M	$1.1M
7	IFP Advisors, Inc added	Shares	+26.3K	+$1.1M	$2.3M
8	CLG LLC added	Shares	+25.4K	+$1.0M	$1.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.8K	+$886.5K	$5.6M
10	DAVENPORT & Co LLC added	Shares	+10.7K	+$709.0K	$4.3M
11	Confluence Wealth Services, Inc. added	Shares	+7.3K	+$650.2K	$5.0M
12	Mendota Financial Group, LLC trimmed	Shares	-4.4K	+$389.8K	$6.7M
13	Bill Few Associates, Inc. added	Shares	+3.7K	+$386.2K	$3.3M
14	BENJAMIN EDWARDS INC new	Shares	+8.5K	+$314.5K	$314.5K
15	Security Financial Services, INC. trimmed	Shares	-152	+$310.1K	$3.9M
16	Veracity Capital LLC new	Shares	+8.3K	+$303.9K	$303.9K
17	Burton Enright Welch trimmed	Shares	-5.6K	+$231.9K	$5.2M
18	SEAMOUNT FINANCIAL GROUP INC added	Shares	+4.0K	+$219.5K	$1.1M
19	Clearwave Capital, LLC new	Shares	+5.8K	+$215.1K	$215.1K
20	Capital Investment Advisory Services, LLC new	Shares	+5.5K	+$200.6K	$200.6K
21	Johnson Bixby & Associates, LLC trimmed	Shares	-8.3K	+$174.7K	$5.6M
22	Investment Planning Advisors, Inc. added	Shares	+1.7K	+$171.4K	$1.4M
23	CITY HOLDING CO new	Shares	+3.8K	+$139.7K	$139.7K
24	Wisconsin Wealth Advisors, LLC added	Shares	+335	+$126.9K	$1.4M
25	Lincoln Capital LLC added	Shares	+2.4K	+$124.5K	$530.3K
26	WARNER FINANCIAL, INC added	Shares	+383	+$118.4K	$1.3M
27	Dynamic Advisor Solutions LLC trimmed	Shares	-42	+$116.4K	$1.5M
28	LexAurum Advisors, LLC added	Shares	+864	+$105.3K	$945.0K
29	First Heartland Consultants, Inc. trimmed	Shares	-181	+$102.8K	$1.4M
30	Walleye Partners, LLC added	Shares	+495	+$96.6K	$992.8K
31	American Financial Advisors, LLC unchanged	Shares	0	+$89.8K	$1.1M
32	Farther Finance Advisors, LLC added	Shares	+1.7K	+$73.4K	$243.3K
33	Envestnet Portfolio Solutions, Inc. added	Shares	+819	+$65.6K	$470.5K
34	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+803	+$47.6K	$253.5K
35	AdvisorNet Financial, Inc trimmed	Shares	-513	+$47.0K	$798.8K
36	LANDAAS & CO /WI /ADV unchanged	Shares	0	+$20.7K	$257.3K
37	Financial Perspectives, Inc unchanged	Shares	0	+$18.4K	$228.9K
38	PFG Advisors trimmed	Shares	-353	+$15.1K	$335.6K
39	EverSource Wealth Advisors, LLC added	Shares	+144	+$7.9K	$38.1K
40	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$3.6K	$44.1K
41	CrossGen Wealth, LLC unchanged	Shares	0	+$2.0K	$25.2K
42	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$1.4K	$16.8K
43	PARK AVENUE SECURITIES LLC added	Shares	+6.4K	+$384	$2.1K
44	Rosenberg Matthew Hamilton unchanged	Shares	0	+$151	$1.9K
45	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$148	$1.8K
46	Signature Resources Capital Management, LLC trimmed	Shares	-108	-$2.7K	$11.5K
47	Financial Life Planners exited	Shares	-127	-$4.3K	$0
48	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-4.4K	-$11.4K	$1.7M
49	Prospera Financial Services Inc trimmed	Shares	-9.2K	-$55.6K	$3.2M
50	Lodestone Wealth Management LLC trimmed	Shares	-3.7K	-$79.1K	$580.1K

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