We are live on ! Find out more
CPTL

Global X Morningstar Capital Allocation Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$465M -$47M -1,249,225 -10%
Morgan Stanley
2
Morgan Stanley
New York
$93.9M -$169K -4,501 -0.2%
GM
3
GeoWealth Management
Illinois
$10.8M +$10.2M +270,729 +4,239%
ECA
4
Elevation Capital Advisory
Oregon
$10.6M +$10.2M +271,274 New
LPL Financial
5
LPL Financial
California
$3.09M +$598K +15,912 +25%
Goldman Sachs
6
Goldman Sachs
New York
$2.2M +$634K +16,871 +43%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.02M +$358K +9,529 +23%
KWM
8
Kingsview Wealth Management
Oregon
$1.22M -$37.1K -987 -3%
UFA
9
US Financial Advisors
Massachusetts
$1.13M -$140K -3,731 -11%
GIA
10
Gladstone Institutional Advisory
Florida
$1.09M -$2.13M -56,662 -67%
PIA
11
Perennial Investment Advisors
California
$1.09M +$15.1K +401 +1%
FIM
12
Freedom Investment Management
Connecticut
$1M +$12.6K +336 +1%
HighTower Advisors
13
HighTower Advisors
Illinois
$855K +$38 +1 +0%
Stifel Financial
14
Stifel Financial
Missouri
$848K -$18.8K -500 -2%
Wealthfront Advisers
15
Wealthfront Advisers
California
$847K -$52.2K -1,389 -6%
Bank of America
16
Bank of America
North Carolina
$836K -$13.1K -348 -2%
MFG
17
Merit Financial Group
Georgia
$823K -$85.5K -2,273 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$651K -$135K -3,586 -18%
SPL
19
Smart Portfolios LLC
Washington
$577K -$6.05K -161 -1%
CWM
20
Congress Wealth Management
Massachusetts
$554K -$2.11K -56 -0.4%
Wells Fargo
21
Wells Fargo
California
$504K +$484K +12,866 New
SPWG
22
Syntegra Private Wealth Group
Missouri
$478K +$73.3K +1,948 +19%
WWM
23
Western Wealth Management
Colorado
$466K +$6.09K +162 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$408K +$112K +2,985 +40%
FF
25
Farrow Financial
Vermont
$318K