CAPTRUST FINANCIAL ADVISORS Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$44.8B

Holdings

2,506

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,506 positions)

StockValue
IBHIISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF
$286K
BCATBLACKROCK CAP ALLOCATION TERM COM
$285K
HTBHOMETRUST BANCSHARES INC COM
$285K
JOYTJPMORGAN EQUITY FOCUS ETF
$285K
AVAAVISTA CORP COM
$285K
PALLABRDN PHYSICAL PALLADIUM SHARES ETF
$285K
IYTISHARES US TRANSPORTATION ETF
$285K
TBFPROSHARES SHORT 20 YEAR TREASURY
$284K
KOCTINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER
$284K
TRNOTERRENO RLTY CORP COM
$284K
HRBBLOCK H & R INC COM
$282K
GMAYFT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY
$282K
ISCGISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
$281K
CRSCARPENTER TECHNOLOGY CORP COM
$281K
PCHPOTLATCHDELTIC CORPORATION COM
$281K
TRMKTRUSTMARK CORP COM
$281K
GMARFT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH
$280K
NTSXWISDOMTREE U.S. EFFICIENT CORE FUND
$280K
HMNHORACE MANN EDUCATORS CORP NEW COM
$279K
ASBASSOCIATED BANC CORP COM
$279K
FROGJFROG LTD ORD SHS
$279K
ACVAACV AUCTIONS INC COM CL A
$278K
LITELUMENTUM HLDGS INC COM
$277K
AQLTISHARES RUSSELL TOP 200 ETF
$276K
NEUNEWMARKET CORP COM
$275K
FNWBFIRST NORTHWEST BANCORP COM
$275K
OWLBLUE OWL CAPITAL INC COM CL A
$274K
6RJ0ROCKET LAB CORP COM
$273K
BNTBROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB
$273K
EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL
$271K
SGRYSURGERY PARTNERS INC COM
$271K
IBHHISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF
$271K
GPIGROUP 1 AUTOMOTIVE INC COM
$271K
QBTSD-WAVE QUANTUM INC COM
$270K
HRIHERC HLDGS INC COM
$270K
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$269K
ARWRARROWHEAD PHARMACEUTICALS INC COM
$269K
IBHGISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF
$269K
CWSADVISORSHARES FOCUSED EQUITY ETF
$268K
IBHEISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF
$268K
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM
$264K
NUTXNUTEX HEALTH INC COM
$264K
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$264K
EYENATIONAL VISION HLDGS INC COM
$264K
PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
$264K
U6ZURANIUM ENERGY CORP COM
$263K
MATXMATSON INC COM
$262K
FNOVFT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
$261K
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF
$260K
USCIUNITED STATES COMMODITY INDEX FUND
$258K
OTXOPEN TEXT CORP COM
$257K
LF2PACIFIC PREMIER BANCORP COM
$255K
ASTSAST SPACEMOBILE INC COM CL A
$254K
AGXARGAN INC COM
$254K
IBHFISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
$254K
AMZYYIELDMAX AMZN OPTION INCOME STRATEGY ETF
$253K
BKSYBLACKSKY TECHNOLOGY INC CL A NEW
$252K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$252K
AURAURORA INNOVATION INC CLASS A COM
$252K
BKHYBNY MELLON HIGH YIELD ETF
$251K
IXORIX CORP SPONSORED ADR
$251K
JNPJUNIPER NETWORKS INC COM
$250K
GHCGRAHAM HLDGS CO COM CL B
$250K
IEVISHARES EUROPE ETF
$250K
COOCOOPER COS INC COM
$249K
EPRTESSENTIAL PPTYS RLTY TR INC COM
$249K
EWWISHARES MSCI MEXICO ETF
$249K
SBRSABINE RTY TR UNIT BEN INT
$248K
XFEBFT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
$248K
HYDVANECK HIGH YIELD MUNI ETF
$248K
QUBTQUANTUM COMPUTING INC COM
$248K
GSEWGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
$247K
SNPEXTRACKERS S&P 500 SCORED & SCREENED ETF
$247K
TLNTALEN ENERGY CORP COM
$247K
ATMUATMUS FILTRATION TECHNOLOGIES COM
$246K
ICFIICF INTL INC COM
$246K
TMDXTRANSMEDICS GROUP INC COM
$246K
QQQINVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF
$245K
1RGREV GROUP INC COM
$245K
SONOSONOS INC COM
$244K
HTHHILLTOP HOLDINGS INC COM
$244K
MBCMASTERBRAND INC COMMON STOCK
$244K
PRAPROASSURANCE CORP COM
$244K
RPVINVESCO S&P 500 PURE VALUE ETF
$244K
KAIKADANT INC COM
$243K
FLOFLOWERS FOODS INC COM
$243K
FHBFIRST HAWAIIAN INC COM
$242K
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
$242K
W3UWESTERN UN CO COM
$242K
GLXYGALAXY DIGITAL INC. CL A
$241K
CHHCHOICE HOTELS INTL INC COM
$241K
BSMWINVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF
$241K
0J7QIAC INC COM NEW
$241K
JOBYJOBY AVIATION INC COMMON STOCK
$241K
S9QSPIRIT AEROSYSTEMS HLDGS INC COM CL A
$241K
AUBNAUBURN NATL BANCORP COM
$240K
REYNREYNOLDS CONSUMER PRODS INC COM
$240K
ZWSZURN ELKAY WATER SOLNS CORP COM
$240K
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF
$240K
ATRCATRICURE INC COM
$239K
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