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Global X Morningstar Capital Allocation Leaders ETF
CPTL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 46.2 M -USD 1.91 M -41,354 -4%
LPL Financial
2
LPL Financial
California
USD 4.08 M +USD 93.7 k +2,033 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
USD 2.72 M -USD 458 k -9,942 -15%
Osaic Holdings
4
Osaic Holdings
Arizona
USD 1.88 M +USD 433 k +9,387 +31%
Kingsview Wealth Management
5
Kingsview Wealth Management
Oregon
USD 1.59 M +USD 323 +7 +0%
NF
6
Napier Financial
Massachusetts
USD 1.34 M +USD 9.31 k +202 +0.7%
Goldman Sachs
7
Goldman Sachs
New York
USD 1.25 M +USD 95.3 k +2,068 +8%
Wealthfront Advisers
8
Wealthfront Advisers
California
USD 1.21 M -USD 109 k -2,354 -8%
HighTower Advisors
9
HighTower Advisors
Illinois
USD 941 k +USD 4.61 k +100 +0.5%
Bank of America
10
Bank of America
North Carolina
USD 885 k -USD 80.3 k -1,742 -8%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
USD 616 k -USD 307 k -6,659 -34%
Seeds Investor
12
Seeds Investor
New York
USD 612 k +USD 13.3 k +289 +2%
Perennial Investment Advisors
13
Perennial Investment Advisors
California
USD 607 k -USD 118 k -2,563 -17%
Stifel Financial
14
Stifel Financial
Missouri
USD 597 k -USD 254 k -5,500 -30%
AMG
15
APS Management Group
California
USD 588 k -USD 369 -8 -0.1%
Syntegra Private Wealth Group
16
Syntegra Private Wealth Group
Missouri
USD 507 k -USD 8.85 k -192 -2%
Citadel Advisors
17
Citadel Advisors
Florida
USD 451 k +USD 442 k +9,590 Nuevas
Western Wealth Management
18
Western Wealth Management
Colorado
USD 423 k -USD 62.4 k -1,353 -13%
FF
19
Farrow Financial
Vermont
USD 395 k +USD 922 +20 +0.2%
IHT Wealth Management
20
IHT Wealth Management
Illinois
USD 358 k -USD 63.7 k -1,382 -15%
SCA
21
Snowden Capital Advisors
New York
USD 327 k – – –
Summit Financial
22
Summit Financial
New Jersey
USD 322 k +USD 315 k +6,838 Nuevas
Merit Financial Group
23
Merit Financial Group
Georgia
USD 316 k -USD 30 k -651 -9%
Eagle Strategies
24
Eagle Strategies
New York
USD 288 k – – –
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
USD 250 k -USD 22.3 k -484 -8%
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