CAPTRUST FINANCIAL ADVISORS Q3 2025 Filing

Filed November 19, 2025

Portfolio Value

$49.0B

Holdings

2,621

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (2,621 positions)

StockValue
TPYPTORTOISE NORTH AMERICAN PIPELINE FUND
$1.7M
SUSUNCOR ENERGY INC NEW COM
$1.7M
IYFISHARES U.S. FINANCIALS ETF
$1.7M
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
$1.7M
WINGWINGSTOP INC COM
$1.7M
JPLDJPMORGAN LIMITED DURATION BOND ETF
$1.7M
NCNONCINO INC COM
$1.7M
GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$1.7M
TTEKTETRA TECH INC NEW COM
$1.7M
FBKFB FINL CORP COM
$1.7M
ANAUTONATION INC COM
$1.7M
IEXIDEX CORP COM
$1.7M
IVZINVESCO LTD SHS
$1.7M
HASHASBRO INC COM
$1.7M
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
$1.7M
PHOINVESCO WATER RESOURCES ETF
$1.7M
NWSANEWS CORP NEW CL A
$1.7M
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
$1.7M
ARMARM HOLDINGS PLC SPONSORED ADS
$1.7M
TACKFAIRLEAD TACTICAL SECTOR ETF
$1.7M
JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
$1.7M
EXASEXACT SCIENCES CORP COM
$1.7M
SFNCSIMMONS 1ST NATL CORP CL A $1 PAR
$1.7M
USPHU S PHYSICAL THERAPY COM
$1.7M
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
$1.7M
TERTERADYNE INC COM
$1.7M
ZJULINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY
$1.7M
BURLBURLINGTON STORES INC COM
$1.7M
HIIHUNTINGTON INGALLS INDS INC COM
$1.6M
TSLLDIREXION DAILY TSLA BULL 2X SHARES
$1.6M
DUOLDUOLINGO INC CL A COM
$1.6M
FBINFORTUNE BRANDS INNOVATIONS INC COM
$1.6M
PJUNINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
$1.6M
AXTAAXALTA COATING SYS LTD COM
$1.6M
BBSIBARRETT BUSINESS SVCS INC COM
$1.6M
FUODOLBY LABORATORIES INC COM CL A
$1.6M
VTWOVANGUARD RUSSELL 2000 ETF
$1.6M
XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
$1.6M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$1.6M
KGCKINROSS GOLD CORP COM
$1.6M
IYEISHARES U.S. ENERGY ETF
$1.6M
PAPRINNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
$1.6M
BUFRFT VEST LADDERED BUFFER ETF
$1.6M
OVVOVINTIV INC COM
$1.6M
NFGNATIONAL FUEL GAS CO COM
$1.6M
BSCVINVESCO BULLETSHARES 2031 CORPORATE BOND ETF
$1.6M
THTARGET HOSPITALITY CORP COM
$1.6M
HEQTSIMPLIFY HEDGED EQUITY ETF
$1.6M
CRCRANE COMPANY COMMON STOCK
$1.6M
TOWNTOWNEBANK PORTSMOUTH VA COM
$1.6M
COLBCOLUMBIA BKG SYS INC COM
$1.6M
XNTKSTATE STREET SPDR NYSE TECHNOLOGY ETF
$1.6M
ROKUROKU INC COM CL A
$1.6M
WDIVSPDR S&P GLOBAL DIVIDEND ETF
$1.6M
AQLTISHARES U.S. TREASURY BOND ETF
$1.6M
ARKKARK INNOVATION ETF
$1.6M
SONSONOCO PRODS CO COM
$1.6M
PSNPARSONS CORP DEL COM
$1.6M
EMBISHARES JPMORGAN EMERG MARKETS BOND
$1.6M
SCHZSCHWAB US AGGREGATE BOND ETF
$1.6M
OLLIOLLIES BARGAIN OUTLET HLDGS IN COM
$1.6M
XYZBLOCK INC CL A
$1.6M
EQREQUITY RESIDENTIAL SH BEN INT
$1.6M
SITESITEONE LANDSCAPE SUPPLY INC COM
$1.6M
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$1.6M
IHIISHARES U.S. MEDICAL DEVICES ETF
$1.5M
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$1.5M
SNDKSANDISK CORP COM
$1.5M
CFRCULLEN FROST BANKERS INC COM
$1.5M
ISCVISHARES MORNINGSTAR SMALL CAP VALUE ETF
$1.5M
THGHANOVER INS GROUP INC COM
$1.5M
TPLTEXAS PACIFIC LAND CORPORATION COM
$1.5M
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
$1.5M
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
$1.5M
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
$1.5M
MDBMONGODB INC CL A
$1.5M
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$1.5M
KDPKEURIG DR PEPPER INC COM
$1.5M
ESTCELASTIC N V ORD SHS
$1.5M
GMEDGLOBUS MED INC CL A
$1.5M
MHKMOHAWK INDS INC COM
$1.5M
PFGCPERFORMANCE FOOD GROUP CO COM
$1.5M
DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF
$1.5M
HEIHEICO CORP NEW COM
$1.5M
PIPRPIPER SANDLER COMPANIES COM
$1.5M
JHGJANUS HENDERSON GROUP PLC ORD SHS
$1.5M
NYTNEW YORK TIMES CO CL A
$1.5M
MAAMID-AMER APT CMNTYS INC COM
$1.5M
EQBKEQUITY BANCSHARES INC COM CL A
$1.5M
AIVLWISDOMTREE U.S. AI ENHANCED VALUE FUND
$1.5M
KDKYNDRYL HLDGS INC COMMON STOCK
$1.5M
AESAES CORP COM
$1.5M
LENLENNAR CORP CL A
$1.5M
AUBATLANTIC UN BANKSHARES CORP COM
$1.5M
DDTOINNOVATOR DEFINED WEALTH SHIELD ETF
$1.5M
FNBF N B CORP COM
$1.5M
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
$1.5M
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF
$1.5M
FAFFIRST AMERN FINL CORP COM
$1.5M
SYFSYNCHRONY FINANCIAL COM
$1.5M
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