Filing Research | CAPITAL GROUP EQUITY ETF TR Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	1.4MSH	$46.4M
2	BENJAMIN EDWARDS INC	Shares	801.6KSH	$26.4M
3	Strategic Blueprint, LLC	Shares	458.7KSH	$15.1M
4	KWB Wealth	Shares	379.6KSH	$12.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	311.5KSH	$10.1M
6	CARY STREET PARTNERS FINANCIAL LLC	Shares	190.4KSH	$6.3M
7	National Wealth Management Group, LLC	Shares	179.7KSH	$5.9M
8	DAVENPORT & Co LLC	Shares	146.3KSH	$4.8M
9	Aprio Wealth Management, LLC	Shares	143.7KSH	$4.7M
10	INDEPENDENT FINANCIAL GROUP, LLC	Shares	143.0KSH	$4.7M
11	Smith Thornton Advisors LLC	Shares	145.0KSH	$4.7M
12	StoneCrest Wealth Management, Inc.	Shares	139.7KSH	$4.6M
13	Envestnet Portfolio Solutions, Inc.	Shares	137.8KSH	$4.5M
14	Wealth Science Advisors LLC	Shares	130.1KSH	$4.3M
15	NavPoint Financial, Inc.	Shares	127.1KSH	$4.2M
16	Boyer Financial Services, Inc.	Shares	98.0KSH	$3.2M
17	A&I FINANCIAL SERVICES, LLC	Shares	83.5KSH	$2.8M
18	PFG Advisors	Shares	82.1KSH	$2.7M
19	Beta Wealth Group, Inc.	Shares	58.7KSH	$1.9M
20	R2 Capital Strategies, LLC	Shares	48.6KSH	$1.6M
21	D.A. DAVIDSON & CO.	Shares	48.4KSH	$1.6M
22	Apollon Wealth Management, LLC	Shares	48.3KSH	$1.6M
23	Dynamic Advisor Solutions LLC	Shares	48.0KSH	$1.6M
24	LongView Wealth Management	Shares	45.8KSH	$1.5M
25	RFG Advisory, LLC	Shares	44.1KSH	$1.5M
26	Security Financial Services, INC.	Shares	42.0KSH	$1.4M
27	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	40.0KSH	$1.3M
28	Farther Finance Advisors, LLC	Shares	35.5KSH	$1.2M
29	Summit Investment Advisory Services, LLC	Shares	34.4KSH	$1.1M
30	Pines Wealth Management, LLC	Shares	32.7KSH	$1.1M
31	Prospera Financial Services Inc	Shares	31.0KSH	$1.0M
32	BARRETT & COMPANY, INC.	Shares	30.4KSH	$1.0M
33	Trinity Wealth Management, LLC	Shares	28.6KSH	$942.2K
34	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	27.8KSH	$917.6K
35	Tempus Wealth Planning, LLC	Shares	26.6KSH	$875.5K
36	Capital Investment Management, Inc.	Shares	26.2KSH	$865.4K
37	RICHARDS, MERRILL & PETERSON, INC.	Shares	24.8KSH	$816.7K
38	Owen LaRue, LLC	Shares	23.8KSH	$784.7K
39	Fearless Solutions, LLC dba Best Invest	Shares	19.7KSH	$649.3K
40	Cornerstone Wealth Management, LLC	Shares	19.5KSH	$641.4K
41	HBW ADVISORY SERVICES LLC	Shares	14.6KSH	$481.7K
42	First Heartland Consultants, Inc.	Shares	12.8KSH	$421.8K
43	Trilogy Capital Inc.	Shares	12.3KSH	$404.3K
44	J.W. COLE ADVISORS, INC.	Shares	10.6KSH	$348.0K
45	Lincoln Capital LLC	Shares	10.2KSH	$336.5K
46	CLG LLC	Shares	9.9KSH	$327.4K
47	Capital Investment Advisory Services, LLC	Shares	9.9KSH	$326.5K
48	PRIVATE CLIENT SERVICES, LLC	Shares	8.0KSH	$262.4K
49	JGP Wealth Management, LLC	Shares	7.8KSH	$256.2K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	7.2KSH	$235.8K

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

50 / 66 loaded

#		Instrument
1	KWB Wealth new	Shares	+379.6K	+$12.5M	$12.5M
2	BENJAMIN EDWARDS INC added	Shares	+267.3K	+$10.7M	$26.4M
3	Merit Financial Group, LLC added	Shares	+3.3K	+$5.2M	$46.4M
4	DAVENPORT & Co LLC added	Shares	+110.3K	+$3.8M	$4.8M
5	Aprio Wealth Management, LLC added	Shares	+87.9K	+$3.1M	$4.7M
6	Strategic Blueprint, LLC added	Shares	+9.0K	+$1.9M	$15.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+30.3K	+$1.8M	$10.1M
8	Wealth Science Advisors LLC added	Shares	+36.8K	+$1.6M	$4.3M
9	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+34.5K	+$1.5M	$4.7M
10	NavPoint Financial, Inc. added	Shares	+24.5K	+$1.2M	$4.2M
11	Apollon Wealth Management, LLC added	Shares	+32.9K	+$1.1M	$1.6M
12	Envestnet Portfolio Solutions, Inc. added	Shares	+19.6K	+$1.1M	$4.5M
13	PFG Advisors added	Shares	+23.6K	+$990.5K	$2.7M
14	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+9.9K	+$977.4K	$6.3M
15	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added	Shares	+28.3K	+$973.7K	$1.3M
16	Boyer Financial Services, Inc. added	Shares	+21.8K	+$969.2K	$3.2M
17	Farther Finance Advisors, LLC added	Shares	+25.9K	+$887.2K	$1.2M
18	Smith Thornton Advisors LLC added	Shares	+12.0K	+$780.6K	$4.7M
19	A&I FINANCIAL SERVICES, LLC added	Shares	+10.5K	+$608.9K	$2.8M
20	StoneCrest Wealth Management, Inc. added	Shares	+24	+$505.1K	$4.6M
21	Summit Investment Advisory Services, LLC added	Shares	+12.1K	+$480.8K	$1.1M
22	Prospera Financial Services Inc added	Shares	+11.8K	+$457.1K	$1.0M
23	BARRETT & COMPANY, INC. added	Shares	+9.0K	+$373.1K	$1.0M
24	J.W. COLE ADVISORS, INC. new	Shares	+10.6K	+$348.0K	$348.0K
25	Lincoln Capital LLC new	Shares	+10.2K	+$336.5K	$336.5K
26	Capital Investment Advisory Services, LLC new	Shares	+9.9K	+$326.5K	$326.5K
27	RFG Advisory, LLC added	Shares	+3.8K	+$272.2K	$1.5M
28	Security Financial Services, INC. added	Shares	+3.9K	+$265.8K	$1.4M
29	PRIVATE CLIENT SERVICES, LLC new	Shares	+8.0K	+$262.4K	$262.4K
30	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+4.6K	+$235.5K	$917.6K
31	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+6.5K	+$214.1K	$214.1K
32	Beta Wealth Group, Inc. unchanged	Shares	0	+$211.8K	$1.9M
33	TCFG Investment Advisors, LLC new	Shares	+6.3K	+$209.3K	$209.3K
34	Cornerstone Wealth Management, LLC added	Shares	+4.4K	+$198.5K	$641.4K
35	Dynamic Advisor Solutions LLC added	Shares	+714	+$194.3K	$1.6M
36	RICHARDS, MERRILL & PETERSON, INC. added	Shares	+3.5K	+$191.6K	$816.7K
37	Trilogy Capital Inc. added	Shares	+3.0K	+$132.4K	$404.3K
38	First Heartland Consultants, Inc. added	Shares	+2.7K	+$126.1K	$421.8K
39	Trinity Wealth Management, LLC added	Shares	+677	+$123.0K	$942.2K
40	LongView Wealth Management added	Shares	+1.5K	+$122.7K	$1.5M
41	Capital Investment Management, Inc. added	Shares	+784	+$117.8K	$865.4K
42	Pines Wealth Management, LLC trimmed	Shares	-93	+$115.4K	$1.1M
43	Tempus Wealth Planning, LLC added	Shares	+264	+$103.6K	$875.5K
44	Fearless Solutions, LLC dba Best Invest added	Shares	+1.0K	+$101.5K	$649.3K
45	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+2.7K	+$99.8K	$184.6K
46	IFP Advisors, Inc added	Shares	+2.7K	+$98.5K	$177.3K
47	CLG LLC added	Shares	+854	+$60.9K	$327.4K
48	Owen LaRue, LLC trimmed	Shares	-1.0K	+$56.6K	$784.7K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+811	+$44.8K	$191.7K
50	HBW ADVISORY SERVICES LLC trimmed	Shares	-538	+$36.9K	$481.7K

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