CUSIP 14021N105
CAPITAL GROUP NEW GEOGRAPHY
196 institutions · $1.08B total · 35,152,571 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,532,999 | $144.7M | 12.89% | 2025-12-31 |
| 2 | Capital Group Private Client Services, Inc. | 2,651,446 | $84.7M | 7.54% | 2025-12-31 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2,557,197 | $81.7M | 7.27% | 2025-12-31 |
| 4 | Cetera Investment Advisers | 2,118,041 | $67.6M | 6.02% | 2025-12-31 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,736,735 | $55.5M | 4.94% | 2025-12-31 |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,125,344 | $35.9M | 3.20% | 2025-12-31 |
| 7 | Bank of New York Mellon Corp | 1,054,404 | $33.7M | 2.99% | 2025-12-31 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 909,211 | $29.0M | 2.58% | 2025-12-31 |
| 9 | OSAIC HOLDINGS, INC. | 795,747 | $25.4M | 2.26% | 2025-12-31 |
| 10 | NewEdge Advisors, LLC | 657,916 | $21.0M | 1.87% | 2025-12-31 |
| 11 | CAPTRUST FINANCIAL ADVISORS | 630,281 | $20.1M | 1.79% | 2025-12-31 |
| 12 | Royal Bank of Canada | 597,334 | $19.1M | 1.69% | 2025-12-31 |
| 13 | Waverly Advisors, LLC | 561,314 | $17.9M | 1.59% | 2025-12-31 |
| 14 | BANK OF AMERICA CORP /DE/ | 530,431 | $16.9M | 1.50% | 2025-12-31 |
| 15 | WELLS FARGO & COMPANY/MN | 518,335 | $16.6M | 1.47% | 2025-12-31 |
| 16 | Merit Financial Group, LLC | 508,723 | $16.2M | 1.44% | 2025-12-31 |
| 17 | PETREDIS INVESTMENT ADVISORS LLC | 487,362 | $15.6M | 1.38% | 2025-12-31 |
| 18 | Johnson Bixby & Associates, LLC | 466,836 | $14.9M | 1.32% | 2025-12-31 |
| 19 | Garrett Wealth Advisory Group, LLC | 466,674 | $14.9M | 1.32% | 2025-12-31 |
| 20 | Confluence Wealth Services, Inc. | 453,794 | $14.5M | 1.29% | 2025-12-31 |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 427,985 | $14.2M | 1.21% | 2025-12-31 |
| 22 | OLD MISSION CAPITAL LLC | 454,288 | $14.0M | 1.29% | 2025-09-30 |
| 23 | MML INVESTORS SERVICES, LLC | 364,110 | $11.6M | 1.03% | 2025-12-31 |
| 24 | ASSETMARK, INC | 330,667 | $10.6M | 0.94% | 2025-12-31 |
| 25 | STEPHENS INC /AR/ | 316,541 | $10.1M | 0.90% | 2025-12-31 |
| 26 | Private Advisor Group, LLC | 305,546 | $9.8M | 0.86% | 2025-12-31 |
| 27 | BENJAMIN EDWARDS INC | 289,813 | $9.3M | 0.82% | 2025-12-31 |
| 28 | SilverOak Wealth Management LLC | 281,216 | $9.0M | 0.79% | 2025-12-31 |
| 29 | Beacon Pointe Advisors, LLC | 279,944 | $8.9M | 0.79% | 2025-12-31 |
| 30 | Baird Financial Group, Inc. | 253,751 | $8.1M | 0.72% | 2025-12-31 |
| 31 | &PARTNERS | 251,092 | $8.0M | 0.71% | 2025-12-31 |
| 32 | STIFEL FINANCIAL CORP | 247,969 | $7.9M | 0.70% | 2025-12-31 |
| 33 | AVANTAX ADVISORY SERVICES, INC. | 265,896 | $7.7M | 0.75% | 2025-06-30 |
| 34 | LINCOLN CAPITAL CORP | 231,396 | $7.4M | 0.65% | 2025-12-31 |
| 35 | JONES FINANCIAL COMPANIES LLLP | 219,619 | $7.0M | 0.62% | 2025-12-31 |
| 36 | Quadcap Wealth Management, LLC | 214,907 | $6.9M | 0.61% | 2025-12-31 |
| 37 | Concurrent Investment Advisors, LLC | 206,095 | $6.6M | 0.58% | 2025-12-31 |
| 38 | Armor Investment Advisors, LLC | 195,246 | $6.2M | 0.55% | 2025-12-31 |
| 39 | CITADEL ADVISORS LLC | 197,812 | $6.1M | 0.56% | 2025-09-30 |
| 40 | Aprio Wealth Management, LLC | 186,234 | $5.9M | 0.52% | 2025-12-31 |
| 41 | Orion Porfolio Solutions, LLC | 183,072 | $5.8M | 0.52% | 2025-12-31 |
| 42 | Souders Financial Advisors | 180,797 | $5.8M | 0.51% | 2025-12-31 |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 184,890 | $5.7M | 0.52% | 2025-09-30 |
| 44 | Ergawealth Advisors, Inc. | 165,051 | $5.3M | 0.46% | 2025-12-31 |
| 45 | National Wealth Management Group, LLC | 163,789 | $5.2M | 0.46% | 2025-12-31 |
| 46 | NewCorp Financial Services, Inc. | 133,464 | $4.3M | 0.37% | 2025-12-31 |
| 47 | Stratos Wealth Partners, LTD. | 130,735 | $4.2M | 0.37% | 2025-12-31 |
| 48 | Vestmark Advisory Solutions, Inc. | 123,775 | $4.0M | 0.35% | 2025-12-31 |
| 49 | Strategic Blueprint, LLC | 118,464 | $3.8M | 0.33% | 2025-12-31 |
| 50 | JANE STREET GROUP, LLC | 112,568 | $3.5M | 0.32% | 2025-09-30 |
| 51 | Kingsview Wealth Management, LLC | 105,444 | $3.4M | 0.29% | 2025-12-31 |
| 52 | Bleakley Financial Group, LLC | 103,408 | $3.3M | 0.29% | 2025-12-31 |
| 53 | Lantz Financial LLC | 94,046 | $3.0M | 0.26% | 2025-12-31 |
| 54 | CRA Financial Services, LLC | 91,123 | $2.9M | 0.25% | 2025-12-31 |
| 55 | Smartleaf Asset Management LLC | 86,344 | $2.8M | 0.24% | 2025-12-31 |
| 56 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 86,388 | $2.8M | 0.24% | 2025-12-31 |
| 57 | Perennial Investment Advisors, LLC | 85,131 | $2.7M | 0.24% | 2025-12-31 |
| 58 | Armstrong, Fleming & Moore, Inc | 84,927 | $2.7M | 0.24% | 2025-12-31 |
| 59 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 82,553 | $2.6M | 0.23% | 2025-12-31 |
| 60 | NavPoint Financial, Inc. | 80,368 | $2.6M | 0.22% | 2025-12-31 |
| 61 | First Heartland Consultants, Inc. | 73,693 | $2.4M | 0.20% | 2025-12-31 |
| 62 | HARBOUR INVESTMENTS, INC. | 70,637 | $2.3M | 0.20% | 2025-12-31 |
| 63 | Clear Creek Financial Management, LLC | 69,299 | $2.2M | 0.19% | 2025-12-31 |
| 64 | U.S. Capital Wealth Advisors, LLC | 68,714 | $2.2M | 0.19% | 2025-12-31 |
| 65 | CARY STREET PARTNERS FINANCIAL LLC | 64,481 | $2.1M | 0.18% | 2025-12-31 |
| 66 | Rockefeller Capital Management L.P. | 63,110 | $2.0M | 0.17% | 2025-12-31 |
| 67 | Selby Wealth Management, LLC | 62,647 | $2.0M | 0.17% | 2025-12-31 |
| 68 | McNamara Financial Services, Inc. | 59,236 | $1.9M | 0.16% | 2025-12-31 |
| 69 | Cullen/Frost Bankers, Inc. | 58,544 | $1.9M | 0.16% | 2025-12-31 |
| 70 | Boyer Financial Services, Inc. | 53,436 | $1.7M | 0.15% | 2025-12-31 |
| 71 | Steward Partners Investment Advisory, LLC | 53,644 | $1.7M | 0.15% | 2025-12-31 |
| 72 | LongView Wealth Management | 50,896 | $1.7M | 0.14% | 2025-12-31 |
| 73 | TRUIST FINANCIAL CORP | 52,484 | $1.7M | 0.14% | 2025-12-31 |
| 74 | Acorn Wealth Advisors, LLC | 51,343 | $1.6M | 0.14% | 2025-12-31 |
| 75 | Envestnet Portfolio Solutions, Inc. | 50,586 | $1.6M | 0.14% | 2025-12-31 |
| 76 | Beta Wealth Group, Inc. | 50,497 | $1.6M | 0.14% | 2025-12-31 |
| 77 | Pines Wealth Management, LLC | 46,406 | $1.5M | 0.13% | 2025-12-31 |
| 78 | Mendel Money Management | 45,329 | $1.4M | 0.12% | 2025-12-31 |
| 79 | Stablepoint Partners, LLC | 44,869 | $1.4M | 0.12% | 2025-12-31 |
| 80 | Stonebridge Financial Group, LLC | 44,452 | $1.4M | 0.12% | 2025-12-31 |
| 81 | Cornell Pochily Investment Advisors, Inc. | 44,089 | $1.4M | 0.12% | 2025-12-31 |
| 82 | Western Wealth Management, LLC | 42,464 | $1.4M | 0.12% | 2025-12-31 |
| 83 | Claro Advisors LLC | 41,685 | $1.3M | 0.11% | 2025-12-31 |
| 84 | FOUNDERS FINANCIAL SECURITIES LLC | 41,403 | $1.3M | 0.11% | 2025-12-31 |
| 85 | PRINCIPAL SECURITIES, INC. | 41,283 | $1.3M | 0.11% | 2025-12-31 |
| 86 | Capital International Investors | 40,883 | $1.3M | 0.11% | 2025-12-31 |
| 87 | BFSG, LLC | 38,621 | $1.2M | 0.10% | 2025-12-31 |
| 88 | A&I FINANCIAL SERVICES, LLC | 36,732 | $1.2M | 0.10% | 2025-12-31 |
| 89 | Equitable Holdings, Inc. | 34,636 | $1.1M | 0.09% | 2025-12-31 |
| 90 | Sanctuary Advisors, LLC | 37,623 | $1.1M | 0.10% | 2025-12-31 |
| 91 | Advisory Services Network, LLC | 33,929 | $1.1M | 0.09% | 2025-12-31 |
| 92 | Dynamic Advisor Solutions LLC | 31,573 | $1.0M | 0.08% | 2025-12-31 |
| 93 | Integrated Wealth Concepts LLC | 31,385 | $1.0M | 0.08% | 2025-12-31 |
| 94 | Valmark Advisers, Inc. | 30,914 | $987.1K | 0.08% | 2025-12-31 |
| 95 | IFG Advisory, LLC | 29,899 | $954.7K | 0.08% | 2025-12-31 |
| 96 | Venture Visionary Partners LLC | 29,133 | $930.2K | 0.08% | 2025-12-31 |
| 97 | Main Street Financial Solutions, LLC | 28,494 | $909.8K | 0.08% | 2025-12-31 |
| 98 | EQ WEALTH ADVISORS, LLC | 28,313 | $904.0K | 0.08% | 2025-12-31 |
| 99 | Cypress Point Wealth Management, LLC | 28,143 | $898.6K | 0.08% | 2025-12-31 |
| 100 | PFG Advisors | 24,919 | $795.7K | 0.07% | 2025-12-31 |
| 101 | TrueWealth Financial Partners | 24,341 | $777.2K | 0.06% | 2025-12-31 |
| 102 | True Blue Financial, LLC | 24,341 | $777.2K | 0.06% | 2025-12-31 |
| 103 | Mariner, LLC | 23,732 | $757.8K | 0.06% | 2025-12-31 |
| 104 | Kestra Advisory Services, LLC | 22,730 | $725.8K | 0.06% | 2025-12-31 |
| 105 | Blueprint Investment Partners LLC | 22,586 | $721.2K | 0.06% | 2025-12-31 |
| 106 | Blueprint Financial Advisors LLC | 22,120 | $706.3K | 0.06% | 2025-12-31 |
| 107 | Intrinsic Value Partners, LLC | 21,350 | $681.7K | 0.06% | 2025-12-31 |
| 108 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | 21,070 | $672.8K | 0.05% | 2025-12-31 |
| 109 | Lodestone Wealth Management LLC | 20,675 | $660.2K | 0.05% | 2025-12-31 |
| 110 | SAGESPRING WEALTH PARTNERS, LLC | 20,469 | $653.6K | 0.05% | 2025-12-31 |
| 111 | Heritage Wealth Management, Inc. | 19,642 | $627.2K | 0.05% | 2025-12-31 |
| 112 | Saxony Capital Management, LLC | 18,655 | $595.7K | 0.05% | 2025-12-31 |
| 113 | RFG Advisory, LLC | 18,134 | $579.0K | 0.05% | 2025-12-31 |
| 114 | Global Retirement Partners, LLC | 17,821 | $569.0K | 0.05% | 2025-12-31 |
| 115 | Nova R Wealth, Inc. | 16,821 | $537.1K | 0.04% | 2025-12-31 |
| 116 | IHT Wealth Management, LLC | 15,951 | $509.3K | 0.04% | 2025-12-31 |
| 117 | GREAT VALLEY ADVISOR GROUP, INC. | 15,746 | $502.7K | 0.04% | 2025-12-31 |
| 118 | World Investment Advisors | 15,717 | $500.0K | 0.04% | 2025-12-31 |
| 119 | Gateway Wealth Partners, LLC | 15,613 | $498.5K | 0.04% | 2025-12-31 |
| 120 | Sovran Advisors, LLC | 14,859 | $496.3K | 0.04% | 2025-12-31 |
| 121 | Prime Capital Investment Advisors, LLC | 15,350 | $490.1K | 0.04% | 2025-12-31 |
| 122 | Koshinski Asset Management, Inc. | 14,820 | $473.2K | 0.04% | 2025-12-31 |
| 123 | Michael Brady & Co., LLC | 14,553 | $464.7K | 0.04% | 2025-12-31 |
| 124 | Cornerstone Wealth Management, LLC | 14,275 | $455.8K | 0.04% | 2025-12-31 |
| 125 | Security Financial Services, INC. | 13,882 | $443.3K | 0.03% | 2025-12-31 |
| 126 | Beckerman Institutional, LLC | 13,158 | $420.1K | 0.03% | 2025-12-31 |
| 127 | BNB Wealth Management, LLC | 13,019 | $415.7K | 0.03% | 2025-12-31 |
| 128 | MAI Capital Management | 13,001 | $415.1K | 0.03% | 2025-12-31 |
| 129 | Transcendent Capital Group LLC | 12,780 | $408.1K | 0.03% | 2025-12-31 |
| 130 | GTS SECURITIES LLC | 12,464 | $398.0K | 0.03% | 2025-12-31 |
| 131 | Tempus Wealth Planning, LLC | 12,019 | $383.8K | 0.03% | 2025-12-31 |
| 132 | Atria Investments, Inc | 11,996 | $383.0K | 0.03% | 2025-12-31 |
| 133 | William Mack & Associates, Inc. | 11,921 | $380.6K | 0.03% | 2025-12-31 |
| 134 | Main Line Retirement Advisors, LLC | 11,276 | $360.0K | 0.03% | 2025-12-31 |
| 135 | Richmond Investment Services, LLC | 11,160 | $356.3K | 0.03% | 2025-12-31 |
| 136 | ERn Financial, LLC | 10,707 | $341.9K | 0.03% | 2025-12-31 |
| 137 | Glaxis Capital Management, LLC | 10,900 | $336.8K | 0.03% | 2025-09-30 |
| 138 | Diversify Advisory Services, LLC | 9,921 | $331.2K | 0.02% | 2025-12-31 |
| 139 | Capital Investment Advisory Services, LLC | 10,142 | $323.8K | 0.02% | 2025-12-31 |
| 140 | Canandaigua National Trust Co of Florida | 9,565 | $305.4K | 0.02% | 2025-12-31 |
| 141 | SITTNER & NELSON, LLC | 8,933 | $304.0K | 0.02% | 2025-12-31 |
| 142 | Advyzon Investment Management, LLC | 9,518 | $303.9K | 0.02% | 2025-12-31 |
| 143 | Vantus Wealth LLC | 9,395 | $300.0K | 0.02% | 2025-12-31 |
| 144 | Spire Wealth Management | 8,962 | $286.2K | 0.02% | 2025-12-31 |
| 145 | SARD WEALTH MANAGEMENT GROUP, LLC | 8,595 | $274.4K | 0.02% | 2025-12-31 |
| 146 | Mutual Advisors, LLC | 8,158 | $260.5K | 0.02% | 2025-12-31 |
| 147 | FLORIDA FINANCIAL ADVISORS, LLC | 7,951 | $253.9K | 0.02% | 2025-12-31 |
| 148 | Geneos Wealth Management Inc. | 7,627 | $243.5K | 0.02% | 2025-12-31 |
| 149 | EAGLE ROCK INVESTMENT COMPANY, LLC | 7,546 | $240.9K | 0.02% | 2025-12-31 |
| 150 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,530 | $240.4K | 0.02% | 2025-12-31 |
| 151 | Lantern Wealth Advisors, LLC | 7,228 | $230.8K | 0.02% | 2025-12-31 |
| 152 | Balboa Wealth Partners | 7,093 | $226.5K | 0.02% | 2025-12-31 |
| 153 | AVAII WEALTH MANAGEMENT, LLC | 6,720 | $214.6K | 0.01% | 2025-12-31 |
| 154 | Prospera Financial Services Inc | 6,712 | $214.3K | 0.01% | 2025-12-31 |
| 155 | ROTHSCHILD INVESTMENT LLC | 6,200 | $198.0K | 0.01% | 2025-12-31 |
| 156 | Birchwood Financial Partners, Inc. | 3,927 | $125.4K | 0.01% | 2025-12-31 |
| 157 | Transamerica Financial Advisors, LLC | 3,709 | $118.4K | 0.01% | 2025-12-31 |
| 158 | Ameritas Advisory Services, LLC | 3,413 | $105.5K | 0.00% | 2025-09-30 |
| 159 | COMERICA BANK | 3,257 | $104.0K | 0.00% | 2025-12-31 |
| 160 | PRIVATE TRUST CO NA | 2,788 | $89.0K | 0.00% | 2025-12-31 |
| 161 | JPMORGAN CHASE & CO | 2,655 | $84.8K | 0.00% | 2025-12-31 |
| 162 | ORG Partners LLC | 2,377 | $75.9K | 0.00% | 2025-12-31 |
| 163 | EverSource Wealth Advisors, LLC | 2,251 | $71.9K | 0.00% | 2025-12-31 |
| 164 | Cape Investment Advisory, Inc. | 1,681 | $53.7K | 0.00% | 2025-12-31 |
| 165 | FLAGSHIP HARBOR ADVISORS, LLC | 1,070 | $34.2K | 0.00% | 2025-12-31 |
| 166 | Farther Finance Advisors, LLC | 927 | $29.6K | 0.00% | 2025-12-31 |
| 167 | IFP Advisors, Inc | 642 | $20.5K | 0.00% | 2025-12-31 |
| 168 | GPS Wealth Strategies Group, LLC | 648 | $20.0K | 0.00% | 2025-09-30 |
| 169 | Allworth Financial LP | 574 | $18.3K | 0.00% | 2025-12-31 |
| 170 | MORGAN STANLEY | 550 | $17.6K | 0.00% | 2025-12-31 |
| 171 | AdvisorNet Financial, Inc | 488 | $15.6K | 0.00% | 2025-12-31 |
| 172 | CIBC Private Wealth Group LLC | 477 | $15.2K | 0.00% | 2025-12-31 |
| 173 | Cambridge Investment Research Advisors, Inc. | 458,420 | $14.6K | 1.30% | 2025-12-31 |
| 174 | Capital Analysts, LLC | 310,026 | $9.9K | 0.88% | 2025-12-31 |
| 175 | Marshall & Sterling Wealth Advisors Inc. | 296 | $9.1K | 0.00% | 2025-09-30 |
| 176 | NBC SECURITIES, INC. | 283 | $9.0K | 0.00% | 2025-12-31 |
| 177 | UBS Group AG | 255 | $8.1K | 0.00% | 2025-12-31 |
| 178 | Janney Montgomery Scott LLC | 242,976 | $7.8K | 0.69% | 2025-12-31 |
| 179 | Arax Advisory Partners | 201 | $6.4K | 0.00% | 2025-12-31 |
| 180 | Financial Perspectives, Inc | 148 | $4.7K | 0.00% | 2025-12-31 |
| 181 | Signature Equity Partners, LLC | 146 | $4.7K | 0.00% | 2025-12-31 |
| 182 | Rossby Financial, LCC | 134 | $4.3K | 0.00% | 2025-12-31 |
| 183 | PEAPACK GLADSTONE FINANCIAL CORP | 132,223 | $4.2K | 0.37% | 2025-12-31 |
| 184 | CREATIVE FINANCIAL DESIGNS INC /ADV | 125 | $4.0K | 0.00% | 2025-12-31 |
| 185 | NATIXIS ADVISORS, LLC | 56,924 | $1.8K | 0.16% | 2025-12-31 |
| 186 | CENTRAL TRUST Co | 51 | $1.6K | 0.00% | 2025-12-31 |
| 187 | AMERIFLEX GROUP, INC. | 48 | $1.5K | 0.00% | 2025-09-30 |
| 188 | FINANCIAL CONSULATE, INC | 33 | $1.1K | 0.00% | 2025-12-31 |
| 189 | RHL GROUP, LLC | 33 | $1.1K | 0.00% | 2025-12-31 |
| 190 | HUNTINGTON NATIONAL BANK | 33 | $1.1K | 0.00% | 2025-12-31 |
| 191 | LaSalle St. Investment Advisors, LLC | 26,204 | $836 | 0.07% | 2025-12-31 |
| 192 | PARK AVENUE SECURITIES LLC | 23,046 | $736 | 0.06% | 2025-12-31 |
| 193 | CoreCap Advisors, LLC | 23 | $734 | 0.00% | 2025-12-31 |
| 194 | EXCHANGE TRADED CONCEPTS, LLC | 21 | $671 | 0.00% | 2025-12-31 |
| 195 | CENTAURUS FINANCIAL, INC. | 5,012 | $160 | 0.01% | 2025-12-31 |
| 196 | CWM, LLC | 14 | $0 | 0.00% | 2025-12-31 |