Filing Research | CAPITAL GROUP NEW GEOGRAPHY Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	1.6MSH	$59.1M
2	Confluence Wealth Services, Inc.	Shares	663.8KSH	$24.9M
3	Merit Financial Group, LLC	Shares	557.3KSH	$20.9M
4	PETREDIS INVESTMENT ADVISORS LLC	Shares	514.0KSH	$19.3M
5	Johnson Bixby & Associates, LLC	Shares	499.3KSH	$18.7M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	337.8KSH	$12.4M
7	Sentinel Advisory Group, LLC	Shares	251.2KSH	$9.4M
8	LINCOLN CAPITAL CORP	Shares	242.5KSH	$9.1M
9	EWA, LLC	Shares	201.3KSH	$7.5M
10	Aprio Wealth Management, LLC	Shares	199.1KSH	$7.5M
11	CRA Financial Services, LLC	Shares	129.8KSH	$4.9M
12	Lantz Financial LLC	Shares	127.4KSH	$4.8M
13	Strategic Blueprint, LLC	Shares	124.1KSH	$4.6M
14	National Wealth Management Group, LLC	Shares	120.4KSH	$4.5M
15	NavPoint Financial, Inc.	Shares	116.2KSH	$4.4M
16	DMKC Advisory Services, LLC	Shares	110.1KSH	$4.1M
17	Stonebridge Financial Group, LLC	Shares	108.7KSH	$4.1M
18	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	91.0KSH	$3.4M
19	Envestnet Portfolio Solutions, Inc.	Shares	87.6KSH	$3.3M
20	Selby Wealth Management, LLC	Shares	81.4KSH	$3.1M
21	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	78.9KSH	$3.0M
22	Lineweaver Wealth Advisors, LLC	Shares	73.6KSH	$2.8M
23	INDEPENDENT FINANCIAL GROUP, LLC	Shares	66.3KSH	$2.5M
24	Boyer Financial Services, Inc.	Shares	68.4KSH	$2.5M
25	McNamara Financial Services, Inc.	Shares	63.1KSH	$2.4M
26	RFG Advisory, LLC	Shares	63.0KSH	$2.4M
27	CARY STREET PARTNERS FINANCIAL LLC	Shares	59.1KSH	$2.2M
28	Cypress Point Wealth Management, LLC	Shares	57.9KSH	$2.2M
29	BFSG, LLC	Shares	56.9KSH	$2.1M
30	Stablepoint Partners, LLC	Shares	52.9KSH	$2.0M
31	Cornell Pochily Investment Advisors, Inc.	Shares	49.7KSH	$1.9M
32	Beta Wealth Group, Inc.	Shares	48.1KSH	$1.8M
33	A&I FINANCIAL SERVICES, LLC	Shares	48.0KSH	$1.8M
34	PFG Advisors	Shares	44.6KSH	$1.7M
35	Pines Wealth Management, LLC	Shares	44.3KSH	$1.7M
36	Dynamic Advisor Solutions LLC	Shares	34.4KSH	$1.3M
37	LongView Wealth Management	Shares	34.2KSH	$1.3M
38	Intrinsic Value Partners, LLC	Shares	33.1KSH	$1.2M
39	EQ WEALTH ADVISORS, LLC	Shares	32.1KSH	$1.2M
40	Cornerstone Wealth Management, LLC	Shares	31.0KSH	$1.2M
41	TRUE BLUE FINANCIAL, LLC	Shares	28.9KSH	$1.1M
42	Lodestone Wealth Management LLC	Shares	28.5KSH	$1.1M
43	Farther Finance Advisors, LLC	Shares	27.6KSH	$1.0M
44	Capital Investment Advisory Services, LLC	Shares	26.3KSH	$985.0K
45	Clearview Wealth Management LLC	Shares	25.0KSH	$937.7K
46	Security Financial Services, INC.	Shares	24.8KSH	$928.2K
47	ERn Financial, LLC	Shares	24.7KSH	$926.8K
48	QUANTUM FINANCIAL PARTNERS LLC	Shares	23.5KSH	$880.9K
49	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	21.4KSH	$800.5K
50	Nova R Wealth, Inc.	Shares	20.4KSH	$762.6K

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

50 / 83 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+237.3K	+$16.8M	$59.1M
2	Confluence Wealth Services, Inc. added	Shares	+150.9K	+$8.7M	$24.9M
3	Merit Financial Group, LLC added	Shares	+27.5K	+$4.2M	$20.9M
4	DMKC Advisory Services, LLC new	Shares	+110.1K	+$4.1M	$4.1M
5	Johnson Bixby & Associates, LLC added	Shares	+17.1K	+$3.5M	$18.7M
6	PETREDIS INVESTMENT ADVISORS LLC added	Shares	+12.7K	+$3.4M	$19.3M
7	RFG Advisory, LLC added	Shares	+44.1K	+$1.8M	$2.4M
8	Sentinel Advisory Group, LLC added	Shares	+7.7K	+$1.7M	$9.4M
9	EWA, LLC added	Shares	+16.3K	+$1.7M	$7.5M
10	LINCOLN CAPITAL CORP added	Shares	+6.9K	+$1.6M	$9.1M
11	Stonebridge Financial Group, LLC added	Shares	+30.6K	+$1.6M	$4.1M
12	Envestnet Portfolio Solutions, Inc. added	Shares	+30.6K	+$1.5M	$3.3M
13	Lantz Financial LLC added	Shares	+17.2K	+$1.3M	$4.8M
14	NavPoint Financial, Inc. added	Shares	+17.9K	+$1.2M	$4.4M
15	CRA Financial Services, LLC added	Shares	+6.1K	+$956.9K	$4.9M
16	Farther Finance Advisors, LLC added	Shares	+23.9K	+$914.7K	$1.0M
17	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+15.9K	+$893.5K	$2.5M
18	Lineweaver Wealth Advisors, LLC added	Shares	+13.3K	+$854.8K	$2.8M
19	Strategic Blueprint, LLC added	Shares	+1.6K	+$782.9K	$4.6M
20	Selby Wealth Management, LLC added	Shares	+7.2K	+$708.4K	$3.1M
21	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+4.1K	+$665.9K	$3.4M
22	PFG Advisors added	Shares	+10.9K	+$606.4K	$1.7M
23	A&I FINANCIAL SERVICES, LLC added	Shares	+10.0K	+$597.6K	$1.8M
24	Cornerstone Wealth Management, LLC added	Shares	+12.4K	+$575.4K	$1.2M
25	McNamara Financial Services, Inc. added	Shares	+6.2K	+$568.1K	$2.4M
26	Cypress Point Wealth Management, LLC added	Shares	+6.5K	+$548.0K	$2.2M
27	Capital Investment Advisory Services, LLC added	Shares	+11.9K	+$529.8K	$985.0K
28	Boyer Financial Services, Inc. added	Shares	+6.6K	+$521.9K	$2.5M
29	INSPIRION WEALTH ADVISORS, LLC new	Shares	+14.0K	+$510.7K	$510.7K
30	Aprio Wealth Management, LLC trimmed	Shares	-21.5K	+$494.6K	$7.5M
31	BFSG, LLC added	Shares	+4.4K	+$474.0K	$2.1M
32	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+12.2K	+$458.7K	$458.7K
33	Security Financial Services, INC. added	Shares	+8.4K	+$410.6K	$928.2K
34	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.5K	+$395.2K	$2.2M
35	Stablepoint Partners, LLC added	Shares	+2.3K	+$384.9K	$2.0M
36	William Mack & Associates, Inc. added	Shares	+9.0K	+$384.5K	$633.3K
37	MISSION WEALTH MANAGEMENT, LP added	Shares	+8.4K	+$371.0K	$677.9K
38	ERn Financial, LLC added	Shares	+7.0K	+$365.2K	$926.8K
39	Cornell Pochily Investment Advisors, Inc. added	Shares	+1.7K	+$347.6K	$1.9M
40	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added	Shares	+6.3K	+$285.5K	$557.4K
41	Apollon Wealth Management, LLC added	Shares	+5.5K	+$258.2K	$540.2K
42	Pines Wealth Management, LLC trimmed	Shares	-401	+$248.2K	$1.7M
43	Intrinsic Value Partners, LLC added	Shares	+1.6K	+$245.4K	$1.2M
44	Realta Investment Advisors new	Shares	+6.3K	+$236.6K	$236.6K
45	EQ WEALTH ADVISORS, LLC added	Shares	+950	+$218.9K	$1.2M
46	TRUE BLUE FINANCIAL, LLC added	Shares	+1.2K	+$209.5K	$1.1M
47	CLG LLC new	Shares	+5.5K	+$207.4K	$207.4K
48	Dynamic Advisor Solutions LLC added	Shares	+142	+$206.8K	$1.3M
49	Prospera Financial Services Inc added	Shares	+3.7K	+$206.8K	$566.0K
50	Beta Wealth Group, Inc. trimmed	Shares	-2.5K	+$204.9K	$1.8M

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