Filing Research | CAPITAL GROUP INTERNATIONAL Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	1.2MSH	$42.4M
2	Amplius Wealth Advisors, LLC	Shares	994.6KSH	$36.2M
3	Johnson Bixby & Associates, LLC	Shares	861.5KSH	$31.3M
4	D.A. DAVIDSON & CO.	Shares	663.1KSH	$24.1M
5	First Heartland Consultants, Inc.	Shares	333.5KSH	$12.1M
6	BENJAMIN EDWARDS INC	Shares	249.7KSH	$9.1M
7	Farther Finance Advisors, LLC	Shares	245.2KSH	$8.9M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	220.5KSH	$8.0M
9	Confluence Wealth Services, Inc.	Shares	211.3KSH	$7.7M
10	DAVENPORT & Co LLC	Shares	178.3KSH	$6.5M
11	Envestnet Portfolio Solutions, Inc.	Shares	149.5KSH	$5.4M
12	KPP Advisory Services LLC	Shares	149.4KSH	$5.4M
13	Lineweaver Wealth Advisors, LLC	Shares	129.9KSH	$4.7M
14	Turning Point Benefit Group, Inc.	Shares	77.3KSH	$2.8M
15	Strategic Blueprint, LLC	Shares	67.8KSH	$2.5M
16	PFG Advisors	Shares	61.3KSH	$2.2M
17	SteelPeak Wealth, LLC	Shares	56.1KSH	$2.1M
18	Aprio Wealth Management, LLC	Shares	55.6KSH	$2.0M
19	EverSource Wealth Advisors, LLC	Shares	48.2KSH	$1.8M
20	RFG Advisory, LLC	Shares	40.3KSH	$1.5M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.6KSH	$1.5M
22	NerdWallet Wealth Partners, LLC	Shares	37.1KSH	$1.4M
23	LongView Wealth Management	Shares	35.9KSH	$1.3M
24	Cyndeo Wealth Partners, LLC	Shares	32.7KSH	$1.2M
25	CERTIOR FINANCIAL GROUP, LLC	Shares	29.8KSH	$1.1M
26	Cooper Financial Group	Shares	29.3KSH	$1.1M
27	Sowell Financial Services LLC	Shares	28.7KSH	$1.0M
28	CATHY PARETO & ASSOCIATES, INC	Shares	25.8KSH	$939.4K
29	TCFG Investment Advisors, LLC	Shares	24.9KSH	$907.7K
30	LANDAAS & CO /WI /ADV	Shares	23.7KSH	$863.8K
31	KWB Wealth	Shares	21.3KSH	$773.3K
32	Burton Enright Welch	Shares	17.4KSH	$634.3K
33	A&I FINANCIAL SERVICES, LLC	Shares	16.2KSH	$589.7K
34	QUANTUM FINANCIAL PARTNERS LLC	Shares	14.5KSH	$528.6K
35	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	14.2KSH	$515.4K
36	First American Bank	Shares	13.9KSH	$506.4K
37	TITLEIST ASSET MANAGEMENT, LLC	Shares	13.0KSH	$473.0K
38	Prospera Financial Services Inc	Shares	12.1KSH	$438.7K
39	J.W. COLE ADVISORS, INC.	Shares	11.7KSH	$427.5K
40	Essential Investment Partners LLC	Shares	8.8KSH	$320.2K
41	Security Financial Services, INC.	Shares	8.5KSH	$310.1K
42	Cassilly Financial Group LLC	Shares	8.5KSH	$309.8K
43	Plan A Wealth LLC	Shares	8.3KSH	$301.8K
44	Versant Capital Management, Inc	Shares	8.1KSH	$293.3K
45	AdvisorNet Financial, Inc	Shares	7.9KSH	$288.6K
46	Capital Investment Advisory Services, LLC	Shares	7.3KSH	$264.4K
47	Allegheny Financial Group	Shares	7.0KSH	$255.8K
48	HARBOR INVESTMENT ADVISORY, LLC	Shares	6.5KSH	$235.0K
49	LexAurum Advisors, LLC	Shares	6.1KSH	$222.9K
50	Apollon Wealth Management, LLC	Shares	5.8KSH	$210.3K

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

50 / 58 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+189.9K	+$7.1M	$9.1M
2	D.A. DAVIDSON & CO. added	Shares	+107.9K	+$5.7M	$24.1M
3	Merit Financial Group, LLC added	Shares	+33.9K	+$4.9M	$42.4M
4	Johnson Bixby & Associates, LLC added	Shares	+35.7K	+$4.0M	$31.3M
5	Envestnet Portfolio Solutions, Inc. added	Shares	+105.5K	+$4.0M	$5.4M
6	Amplius Wealth Advisors, LLC added	Shares	+2.2K	+$3.3M	$36.2M
7	Turning Point Benefit Group, Inc. new	Shares	+77.3K	+$2.8M	$2.8M
8	SteelPeak Wealth, LLC new	Shares	+56.1K	+$2.1M	$2.1M
9	PFG Advisors added	Shares	+49.9K	+$1.9M	$2.2M
10	KPP Advisory Services LLC added	Shares	+32.6K	+$1.6M	$5.4M
11	RFG Advisory, LLC added	Shares	+34.0K	+$1.3M	$1.5M
12	Lineweaver Wealth Advisors, LLC added	Shares	+24.0K	+$1.2M	$4.7M
13	Cyndeo Wealth Partners, LLC new	Shares	+32.7K	+$1.2M	$1.2M
14	DAVENPORT & Co LLC added	Shares	+17.4K	+$1.2M	$6.5M
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+11.4K	+$1.1M	$8.0M
16	Confluence Wealth Services, Inc. added	Shares	+11.5K	+$1.1M	$7.7M
17	Farther Finance Advisors, LLC added	Shares	+10.5K	+$1.1M	$8.9M
18	LongView Wealth Management added	Shares	+25.5K	+$941.1K	$1.3M
19	CATHY PARETO & ASSOCIATES, INC new	Shares	+25.8K	+$939.4K	$939.4K
20	EverSource Wealth Advisors, LLC added	Shares	+17.2K	+$727.0K	$1.8M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.8K	+$703.6K	$1.5M
22	Cooper Financial Group added	Shares	+17.1K	+$661.9K	$1.1M
23	First American Bank new	Shares	+13.9K	+$506.4K	$506.4K
24	J.W. COLE ADVISORS, INC. new	Shares	+11.7K	+$427.5K	$427.5K
25	Security Financial Services, INC. new	Shares	+8.5K	+$310.1K	$310.1K
26	NerdWallet Wealth Partners, LLC added	Shares	+5.3K	+$298.1K	$1.4M
27	Capital Investment Advisory Services, LLC new	Shares	+7.3K	+$264.4K	$264.4K
28	Apollon Wealth Management, LLC new	Shares	+5.8K	+$210.3K	$210.3K
29	Sowell Financial Services LLC added	Shares	+3.5K	+$208.6K	$1.0M
30	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+4.6K	+$198.8K	$515.4K
31	Versant Capital Management, Inc added	Shares	+4.9K	+$187.4K	$293.3K
32	Strategic Blueprint, LLC trimmed	Shares	-1.2K	+$183.8K	$2.5M
33	Cape Investment Advisory, Inc. new	Shares	+4.6K	+$165.8K	$165.8K
34	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+3.5K	+$136.5K	$235.0K
35	CERTIOR FINANCIAL GROUP, LLC added	Shares	+569	+$116.6K	$1.1M
36	Prospera Financial Services Inc added	Shares	+1.4K	+$84.5K	$438.7K
37	TCFG Investment Advisors, LLC added	Shares	+2	+$81.9K	$907.7K
38	LANDAAS & CO /WI /ADV unchanged	Shares	0	+$77.9K	$863.8K
39	KWB Wealth trimmed	Shares	-568	+$64.2K	$773.3K
40	Burton Enright Welch unchanged	Shares	0	+$57.2K	$634.3K
41	Essential Investment Partners LLC added	Shares	+300	+$38.8K	$320.2K
42	A&I FINANCIAL SERVICES, LLC trimmed	Shares	-443	+$38.5K	$589.7K
43	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-159	+$37.4K	$473.0K
44	Cassilly Financial Group LLC added	Shares	+5	+$28.1K	$309.8K
45	AdvisorNet Financial, Inc added	Shares	+3	+$26.1K	$288.6K
46	IFP Advisors, Inc added	Shares	+649	+$24.3K	$31.1K
47	Allegheny Financial Group added	Shares	+4	+$23.2K	$255.8K
48	Richardson Capital Management LLC unchanged	Shares	0	+$9.7K	$107.4K
49	Plan A Wealth LLC trimmed	Shares	-538	+$9.4K	$301.8K
50	GHP Investment Advisors, Inc. added	Shares	+1	+$6.9K	$76.5K

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