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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
$435M +$49.4K +1,261 +0%
Morgan Stanley
2
Morgan Stanley
New York
$89.2M -$51.1K -1,305 -0.1%
LPL Financial
3
LPL Financial
California
$2.97M -$206K -5,269 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.53M +$46.7K +1,193 +3%
PIA
5
Perennial Investment Advisors
California
$1.2M +$292K +7,471 +30%
KWM
6
Kingsview Wealth Management
Oregon
$1.17M -$9.94K -254 -0.8%
UFA
7
US Financial Advisors
Massachusetts
$1.12M +$63.7K +1,628 +6%
FIM
8
Freedom Investment Management
Connecticut
$1.07M +$101K +2,579 +10%
Stifel Financial
9
Stifel Financial
Missouri
$785K
HighTower Advisors
10
HighTower Advisors
Illinois
$764K -$44.4K -1,134 -5%
Wealthfront Advisers
11
Wealthfront Advisers
California
$675K -$222K -5,659 -24%
Bank of America
12
Bank of America
North Carolina
$668K +$15.4K +394 +2%
Jane Street
13
Jane Street
New York
$574K +$603K +15,393 New
SPL
14
Smart Portfolios LLC
Washington
$573K +$14.7K +375 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$561K -$36.9K -942 -6%
MFG
16
Merit Financial Group
Georgia
$537K -$289K -7,378 -34%
Osaic Holdings
17
Osaic Holdings
Arizona
$443K +$406K +10,359 +678%
SPWG
18
Syntegra Private Wealth Group
Missouri
$441K -$21.2K -541 -4%
WWM
19
Western Wealth Management
Colorado
$402K +$979 +25 +0.2%
CWM
20
Congress Wealth Management
Massachusetts
$364K +$15.3K +390 +4%
FF
21
Farrow Financial
Vermont
$309K +$5.48K +140 +2%
IWM
22
IHT Wealth Management
Illinois
$300K +$55.5K +1,419 +21%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$274K -$39.3K -1,003 -12%
SCA
24
Snowden Capital Advisors
New York
$259K
FTUS
25
Flow Traders U.S.
New York
$256K +$269K +6,882 New