CUSIP 14022A102
CAPITAL GROUP EQUITY ETF TR
179 institutions · $965.3M total · 34,448,038 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 7,301,620 | $210.6M | 21.19% | 2025-12-31 |
| 2 | LPL Financial LLC | 2,955,064 | $85.2M | 8.57% | 2025-12-31 |
| 3 | OSAIC HOLDINGS, INC. | 1,445,228 | $41.7M | 4.19% | 2025-12-31 |
| 4 | Merit Financial Group, LLC | 1,360,431 | $39.2M | 3.94% | 2025-12-31 |
| 5 | WELLS FARGO & COMPANY/MN | 1,183,069 | $34.1M | 3.43% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 1,169,463 | $33.7M | 3.39% | 2025-12-31 |
| 7 | CAPTRUST FINANCIAL ADVISORS | 1,035,503 | $29.9M | 3.00% | 2025-12-31 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 920,118 | $26.5M | 2.67% | 2025-12-31 |
| 9 | Kestra Advisory Services, LLC | 898,412 | $25.9M | 2.60% | 2025-12-31 |
| 10 | STIFEL FINANCIAL CORP | 886,816 | $25.6M | 2.57% | 2025-12-31 |
| 11 | MML INVESTORS SERVICES, LLC | 853,145 | $24.6M | 2.47% | 2025-12-31 |
| 12 | ASSETMARK, INC | 751,163 | $21.7M | 2.18% | 2025-12-31 |
| 13 | SEI INVESTMENTS CO | 750,481 | $21.6M | 2.17% | 2025-12-31 |
| 14 | Ergawealth Advisors, Inc. | 749,108 | $21.6M | 2.17% | 2025-12-31 |
| 15 | NewEdge Advisors, LLC | 675,728 | $19.5M | 1.96% | 2025-12-31 |
| 16 | Kestra Investment Management, LLC | 565,125 | $16.3M | 1.64% | 2025-12-31 |
| 17 | Royal Bank of Canada | 558,682 | $16.1M | 1.62% | 2025-12-31 |
| 18 | Main Line Retirement Advisors, LLC | 521,504 | $15.0M | 1.51% | 2025-12-31 |
| 19 | Capital Group Private Client Services, Inc. | 483,342 | $13.9M | 1.40% | 2025-12-31 |
| 20 | JONES FINANCIAL COMPANIES LLLP | 469,792 | $13.6M | 1.36% | 2025-12-31 |
| 21 | Strategic Blueprint, LLC | 435,832 | $12.6M | 1.26% | 2025-12-31 |
| 22 | STEPHENS INC /AR/ | 433,709 | $12.5M | 1.25% | 2025-12-31 |
| 23 | BENJAMIN EDWARDS INC | 345,643 | $10.0M | 1.00% | 2025-12-31 |
| 24 | &PARTNERS | 334,182 | $9.6M | 0.97% | 2025-12-31 |
| 25 | Concurrent Investment Advisors, LLC | 312,650 | $9.0M | 0.90% | 2025-12-31 |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 281,573 | $8.1M | 0.81% | 2025-12-31 |
| 27 | Coign Capital Advisors LLC | 254,941 | $7.4M | 0.74% | 2025-12-31 |
| 28 | National Wealth Management Group, LLC | 244,462 | $7.1M | 0.70% | 2025-12-31 |
| 29 | Souders Financial Advisors | 240,721 | $6.9M | 0.69% | 2025-12-31 |
| 30 | Orion Porfolio Solutions, LLC | 235,612 | $6.8M | 0.68% | 2025-12-31 |
| 31 | Vestmark Advisory Solutions, Inc. | 221,803 | $6.4M | 0.64% | 2025-12-31 |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 210,722 | $6.4M | 0.61% | 2025-12-31 |
| 33 | CARY STREET PARTNERS FINANCIAL LLC | 196,584 | $5.7M | 0.57% | 2025-12-31 |
| 34 | Smartleaf Asset Management LLC | 143,345 | $4.2M | 0.41% | 2025-12-31 |
| 35 | Valmark Advisers, Inc. | 141,726 | $4.1M | 0.41% | 2025-12-31 |
| 36 | StoneCrest Wealth Management, Inc. | 137,152 | $4.0M | 0.39% | 2025-12-31 |
| 37 | Smith Thornton Advisors LLC | 126,088 | $3.6M | 0.36% | 2025-12-31 |
| 38 | Tradition Wealth Management, LLC | 120,855 | $3.5M | 0.35% | 2025-12-31 |
| 39 | CMC Financial Group | 119,727 | $3.5M | 0.34% | 2025-12-31 |
| 40 | BNB Wealth Management, LLC | 119,097 | $3.4M | 0.34% | 2025-12-31 |
| 41 | TRUIST FINANCIAL CORP | 112,207 | $3.2M | 0.32% | 2025-12-31 |
| 42 | Envestnet Portfolio Solutions, Inc. | 106,929 | $3.1M | 0.31% | 2025-12-31 |
| 43 | Cullen/Frost Bankers, Inc. | 98,043 | $2.8M | 0.28% | 2025-12-31 |
| 44 | Wealth Science Advisors LLC | 93,269 | $2.7M | 0.27% | 2025-12-31 |
| 45 | Essex Financial Services, Inc. | 93,039 | $2.7M | 0.27% | 2025-12-31 |
| 46 | PRINCIPAL SECURITIES, INC. | 90,860 | $2.6M | 0.26% | 2025-12-31 |
| 47 | Entruity Wealth, LLC | 82,778 | $2.4M | 0.24% | 2025-12-31 |
| 48 | HighTower Advisors, LLC | 79,964 | $2.3M | 0.23% | 2025-12-31 |
| 49 | NavPoint Financial, Inc. | 75,526 | $2.2M | 0.21% | 2025-12-31 |
| 50 | A&I FINANCIAL SERVICES, LLC | 66,381 | $1.9M | 0.19% | 2025-12-31 |
| 51 | Rockefeller Capital Management L.P. | 64,725 | $1.9M | 0.18% | 2025-12-31 |
| 52 | Boyer Financial Services, Inc. | 62,864 | $1.8M | 0.18% | 2025-12-31 |
| 53 | Laurel Wealth Planning LLC | 62,608 | $1.8M | 0.18% | 2025-12-31 |
| 54 | AVANTAX ADVISORY SERVICES, INC. | 64,937 | $1.7M | 0.18% | 2025-06-30 |
| 55 | Beta Wealth Group, Inc. | 60,364 | $1.7M | 0.17% | 2025-12-31 |
| 56 | HARBOUR INVESTMENTS, INC. | 58,572 | $1.7M | 0.17% | 2025-12-31 |
| 57 | Wise Wealth Partners | 57,394 | $1.7M | 0.16% | 2025-12-31 |
| 58 | NWF Advisory Services Inc. | 55,282 | $1.6M | 0.16% | 2025-09-30 |
| 59 | Sigma Planning Corp | 52,391 | $1.5M | 0.15% | 2025-12-31 |
| 60 | Private Advisor Group, LLC | 51,777 | $1.5M | 0.15% | 2025-12-31 |
| 61 | Venture Visionary Partners LLC | 49,981 | $1.4M | 0.14% | 2025-12-31 |
| 62 | World Investment Advisors | 50,882 | $1.3M | 0.14% | 2025-12-31 |
| 63 | PFG Advisors | 46,042 | $1.3M | 0.13% | 2025-12-31 |
| 64 | Dynamic Advisor Solutions LLC | 44,844 | $1.3M | 0.13% | 2025-12-31 |
| 65 | LongView Wealth Management | 42,025 | $1.3M | 0.12% | 2025-12-31 |
| 66 | SAGESPRING WEALTH PARTNERS, LLC | 44,177 | $1.3M | 0.12% | 2025-12-31 |
| 67 | Kingsview Wealth Management, LLC | 43,916 | $1.3M | 0.12% | 2025-12-31 |
| 68 | Aprio Wealth Management, LLC | 40,735 | $1.2M | 0.11% | 2025-12-31 |
| 69 | Blueprint Financial Advisors LLC | 39,867 | $1.1M | 0.11% | 2025-12-31 |
| 70 | Blueprint Investment Partners LLC | 39,867 | $1.1M | 0.11% | 2025-12-31 |
| 71 | Stratos Wealth Partners, LTD. | 39,570 | $1.1M | 0.11% | 2025-12-31 |
| 72 | RFG Advisory, LLC | 38,620 | $1.1M | 0.11% | 2025-12-31 |
| 73 | KINGSWOOD WEALTH ADVISORS, LLC | 36,425 | $1.1M | 0.10% | 2025-12-31 |
| 74 | Alchemi Wealth, LLC | 35,915 | $1.0M | 0.10% | 2025-12-31 |
| 75 | Koshinski Asset Management, Inc. | 35,329 | $1.0M | 0.10% | 2025-12-31 |
| 76 | Pines Wealth Management, LLC | 34,321 | $989.8K | 0.09% | 2025-12-31 |
| 77 | Security Financial Services, INC. | 32,732 | $944.0K | 0.09% | 2025-12-31 |
| 78 | ROTHSCHILD INVESTMENT LLC | 31,580 | $910.8K | 0.09% | 2025-12-31 |
| 79 | Michael Brady & Co., LLC | 30,151 | $869.6K | 0.08% | 2025-12-31 |
| 80 | D.A. DAVIDSON & CO. | 29,633 | $854.6K | 0.08% | 2025-12-31 |
| 81 | Mariner, LLC | 29,495 | $850.6K | 0.08% | 2025-12-31 |
| 82 | JANE STREET GROUP, LLC | 29,251 | $843.6K | 0.08% | 2025-12-31 |
| 83 | Owen LaRue, LLC | 28,551 | $823.4K | 0.08% | 2025-12-31 |
| 84 | FOUNDERS FINANCIAL SECURITIES LLC | 27,456 | $791.8K | 0.07% | 2025-12-31 |
| 85 | Equitable Holdings, Inc. | 27,359 | $789.0K | 0.07% | 2025-12-31 |
| 86 | OPPENHEIMER & CO INC | 26,986 | $778.3K | 0.07% | 2025-12-31 |
| 87 | Latitude Advisors, LLC | 26,868 | $774.9K | 0.07% | 2025-12-31 |
| 88 | Forge Financial Services LLC | 26,684 | $769.6K | 0.07% | 2025-12-31 |
| 89 | Atria Investments, Inc | 26,225 | $756.3K | 0.07% | 2025-12-31 |
| 90 | Tempus Wealth Planning, LLC | 26,100 | $752.7K | 0.07% | 2025-12-31 |
| 91 | Sovran Advisors, LLC | 23,842 | $735.8K | 0.06% | 2025-12-31 |
| 92 | Frazier Financial Advisors, LLC | 24,760 | $714.1K | 0.07% | 2025-12-31 |
| 93 | Tower Research Capital LLC (TRC) | 24,299 | $689.8K | 0.07% | 2025-09-30 |
| 94 | Trinity Wealth Management, LLC | 23,560 | $679.5K | 0.06% | 2025-12-31 |
| 95 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22,780 | $657.0K | 0.06% | 2025-12-31 |
| 96 | GOLDMAN SACHS GROUP INC | 21,944 | $632.9K | 0.06% | 2025-12-31 |
| 97 | OneAscent Financial Services LLC | 21,940 | $632.8K | 0.06% | 2025-12-31 |
| 98 | Capital International Investors | 21,632 | $623.9K | 0.06% | 2025-12-31 |
| 99 | AQR CAPITAL MANAGEMENT LLC | 20,607 | $594.3K | 0.05% | 2025-12-31 |
| 100 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,754 | $584.7K | 0.06% | 2025-06-30 |
| 101 | Advyzon Investment Management, LLC | 19,915 | $574.3K | 0.05% | 2025-12-31 |
| 102 | Vantus Wealth LLC | 19,632 | $566.2K | 0.05% | 2025-12-31 |
| 103 | Trademark Financial Management, LLC | 18,419 | $531.2K | 0.05% | 2025-12-31 |
| 104 | Western Wealth Management, LLC | 18,398 | $530.6K | 0.05% | 2025-12-31 |
| 105 | DAVENPORT & Co LLC | 16,749 | $483.1K | 0.04% | 2025-12-31 |
| 106 | Mutual Advisors, LLC | 16,556 | $477.5K | 0.04% | 2025-12-31 |
| 107 | SITTNER & NELSON, LLC | 15,321 | $476.3K | 0.04% | 2025-12-31 |
| 108 | Fearless Solutions, LLC dba Best Invest | 16,200 | $467.2K | 0.04% | 2025-12-31 |
| 109 | SUMMIT WEALTH GROUP LLC / CO | 16,027 | $462.2K | 0.04% | 2025-12-31 |
| 110 | Balboa Wealth Partners | 15,117 | $436.0K | 0.04% | 2025-12-31 |
| 111 | Ameritas Advisory Services, LLC | 14,987 | $432.2K | 0.04% | 2025-12-31 |
| 112 | Diversify Advisory Services, LLC | 13,796 | $425.2K | 0.04% | 2025-12-31 |
| 113 | BARRETT & COMPANY, INC. | 13,878 | $400.2K | 0.04% | 2025-12-31 |
| 114 | KESTRA PRIVATE WEALTH SERVICES, LLC | 13,843 | $399.2K | 0.04% | 2025-12-31 |
| 115 | RICHARDS, MERRILL & PETERSON, INC. | 13,440 | $387.6K | 0.03% | 2025-12-31 |
| 116 | Midwest Heritage Bank, FSB | 13,610 | $386.4K | 0.03% | 2025-09-30 |
| 117 | RAYMOND JAMES FINANCIAL INC | 13,184 | $380.2K | 0.03% | 2025-12-31 |
| 118 | INTEGRITY ALLIANCE, LLC. | 13,082 | $377.3K | 0.03% | 2025-12-31 |
| 119 | HBW ADVISORY SERVICES LLC | 12,930 | $372.9K | 0.03% | 2025-12-31 |
| 120 | Pathstone Holdings, LLC | 11,929 | $344.0K | 0.03% | 2025-12-31 |
| 121 | Cornerstone Wealth Management, LLC | 11,562 | $333.4K | 0.03% | 2025-12-31 |
| 122 | Prospera Financial Services Inc | 10,955 | $315.9K | 0.03% | 2025-12-31 |
| 123 | Lantern Wealth Advisors, LLC | 10,563 | $304.6K | 0.03% | 2025-12-31 |
| 124 | GWN SECURITIES INC. | 8,939 | $257.8K | 0.02% | 2025-12-31 |
| 125 | Transamerica Financial Advisors, LLC | 8,843 | $255.0K | 0.02% | 2025-12-31 |
| 126 | Summit Investment Advisory Services, LLC | 8,257 | $238.1K | 0.02% | 2025-12-31 |
| 127 | CITADEL ADVISORS LLC | 8,046 | $228.4K | 0.02% | 2025-09-30 |
| 128 | CLG LLC | 7,833 | $225.9K | 0.02% | 2025-12-31 |
| 129 | JGP Wealth Management, LLC | 7,770 | $224.1K | 0.02% | 2025-12-31 |
| 130 | Ascent Group, LLC | 7,678 | $221.4K | 0.02% | 2025-12-31 |
| 131 | EXENCIAL WEALTH ADVISORS, LLC | 7,547 | $217.7K | 0.02% | 2025-12-31 |
| 132 | Compton Financial Group, LLC | 7,456 | $215.0K | 0.02% | 2025-12-31 |
| 133 | MGO ONE SEVEN LLC | 7,407 | $213.6K | 0.02% | 2025-12-31 |
| 134 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,191 | $207.4K | 0.02% | 2025-12-31 |
| 135 | UHLMANN PRICE SECURITIES, LLC | 7,101 | $204.8K | 0.02% | 2025-12-31 |
| 136 | Advisory Services Network, LLC | 6,445 | $183.0K | 0.01% | 2025-09-30 |
| 137 | BANK OF AMERICA CORP /DE/ | 6,350 | $180.3K | 0.01% | 2025-12-31 |
| 138 | Ausdal Financial Partners, Inc. | 5,905 | $167.6K | 0.01% | 2025-09-30 |
| 139 | ORG Partners LLC | 5,339 | $154.0K | 0.01% | 2025-12-31 |
| 140 | Sunbelt Securities, Inc. | 5,200 | $150.0K | 0.01% | 2025-12-31 |
| 141 | McIlrath & Eck, LLC | 3,820 | $110.2K | 0.01% | 2025-12-31 |
| 142 | Farther Finance Advisors, LLC | 3,131 | $90.3K | 0.00% | 2025-12-31 |
| 143 | COMERICA BANK | 3,024 | $87.2K | 0.00% | 2025-12-31 |
| 144 | FLAGSHIP HARBOR ADVISORS, LLC | 2,744 | $79.1K | 0.00% | 2025-12-31 |
| 145 | IFP Advisors, Inc | 2,617 | $75.5K | 0.00% | 2025-12-31 |
| 146 | HARBOR INVESTMENT ADVISORY, LLC | 2,406 | $69.4K | 0.00% | 2025-12-31 |
| 147 | CIBC Private Wealth Group LLC | 1,356 | $39.1K | 0.00% | 2025-12-31 |
| 148 | Westside Investment Management, Inc. | 1,350 | $38.9K | 0.00% | 2025-12-31 |
| 149 | EverSource Wealth Advisors, LLC | 1,256 | $36.2K | 0.00% | 2025-12-31 |
| 150 | MAI Capital Management | 1,003 | $28.9K | 0.00% | 2025-12-31 |
| 151 | PRIVATE TRUST CO NA | 1,000 | $28.8K | 0.00% | 2025-12-31 |
| 152 | Global Retirement Partners, LLC | 785 | $22.6K | 0.00% | 2025-12-31 |
| 153 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 712 | $20.5K | 0.00% | 2025-12-31 |
| 154 | NBC SECURITIES, INC. | 618 | $17.8K | 0.00% | 2025-12-31 |
| 155 | JPMORGAN CHASE & CO | 578 | $16.7K | 0.00% | 2025-12-31 |
| 156 | UBS Group AG | 453 | $13.1K | 0.00% | 2025-12-31 |
| 157 | Cambridge Investment Research Advisors, Inc. | 430,900 | $12.4K | 1.25% | 2025-12-31 |
| 158 | Steward Partners Investment Advisory, LLC | 408 | $11.8K | 0.00% | 2025-12-31 |
| 159 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 390 | $11.2K | 0.00% | 2025-12-31 |
| 160 | Janney Montgomery Scott LLC | 386,967 | $11.2K | 1.12% | 2025-12-31 |
| 161 | Archer Investment Corp | 352 | $10.2K | 0.00% | 2025-12-31 |
| 162 | CREATIVE FINANCIAL DESIGNS INC /ADV | 310 | $8.9K | 0.00% | 2025-12-31 |
| 163 | Signature Equity Partners, LLC | 308 | $8.9K | 0.00% | 2025-12-31 |
| 164 | MORGAN STANLEY | 255 | $7.4K | 0.00% | 2025-12-31 |
| 165 | Rossby Financial, LCC | 219 | $6.3K | 0.00% | 2025-12-31 |
| 166 | IAG Wealth Partners, LLC | 176 | $5.1K | 0.00% | 2025-12-31 |
| 167 | CENTRAL TRUST Co | 154 | $4.4K | 0.00% | 2025-12-31 |
| 168 | AdvisorNet Financial, Inc | 145 | $4.2K | 0.00% | 2025-12-31 |
| 169 | AMERIFLEX GROUP, INC. | 140 | $4.0K | 0.00% | 2025-09-30 |
| 170 | NATIXIS ADVISORS, LLC | 87,273 | $2.5K | 0.25% | 2025-12-31 |
| 171 | HUNTINGTON NATIONAL BANK | 58 | $1.7K | 0.00% | 2025-12-31 |
| 172 | PARK AVENUE SECURITIES LLC | 57,903 | $1.7K | 0.16% | 2025-12-31 |
| 173 | CoreCap Advisors, LLC | 42 | $1.2K | 0.00% | 2025-12-31 |
| 174 | Legacy Wealth Managment, LLC/ID | 14 | $404 | 0.00% | 2025-12-31 |
| 175 | HRT FINANCIAL LP | 12,053 | $347 | 0.03% | 2025-12-31 |
| 176 | FMR LLC | 9 | $260 | 0.00% | 2025-12-31 |
| 177 | WEDBUSH SECURITIES INC | 7,640 | $220 | 0.02% | 2025-12-31 |
| 178 | CWM, LLC | 1,990 | $57 | 0.00% | 2025-12-31 |
| 179 | Capital Analysts, LLC | 1,246 | $36 | 0.00% | 2025-12-31 |