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)

#StockSharesValue% PortfolioType
601
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND
33,967$5.7B11.64%
602
WAYWAYSTAR HLDG CORP COM
150,279$5.7B11.62%
603
BUSEFIRST BUSEY CORP COM NEW
245,039$5.7B11.57%
604
IUSVISHARES CORE S&P US VALUE ETF
56,564$5.7B11.53%
605
ITTITT INC COM
31,485$5.6B11.48%
606
ACGLARCH CAP GROUP LTD ORD
61,978$5.6B11.47%
607
PLDPROLOGIS INC. COM
48,761$5.6B11.39%
608
CWISPDR MSCI ACWI EX-US ETF
159,354$5.6B11.35%
609
AG8AGILENT TECHNOLOGIES INC COM
43,179$5.5B11.30%
610
VNTVONTIER CORPORATION COM
131,970$5.5B11.29%
611
SGOLABRDN PHYSICAL GOLD SHARES ETF
149,920$5.5B11.25%
612
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
143,972$5.5B11.24%
613
NPCTNUVEEN CORE PLUS IMPACT FUND COM BEN INT
498,970$5.5B11.20%
614
HWMHOWMET AEROSPACE INC COM
27,946$5.5B11.18%
615
ETHGRAYSCALE ETHEREUM MINI TRUST ETF
139,537$5.5B11.15%
616
KLACKLA CORP COM NEW
5,049$5.4B11.10%
617
BARGRANITESHARES GOLD SHARES
142,957$5.4B11.10%
618
CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
146,600$5.4B10.97%
619
DELLDELL TECHNOLOGIES INC CL C
37,778$5.4B10.92%
620
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
107,432$5.3B10.91%
621
EMEEMCOR GROUP INC COM
8,227$5.3B10.90%
622
DALDELTA AIR LINES INC DEL COM NEW
94,146$5.3B10.90%
623
PSTGPURE STORAGE INC CL A
63,533$5.3B10.86%
624
IIININSTEEL INDS INC COM
138,837$5.3B10.85%
625
CMGCHIPOTLE MEXICAN GRILL INC COM
135,743$5.3B10.85%
626
BBYBEST BUY INC COM
69,916$5.3B10.78%
627
NTAPNETAPP INC COM
44,610$5.3B10.78%
628
FIXCOMFORT SYS USA INC COM
6,401$5.3B10.77%
629
KBESTATE STREET SPDR S&P BANK ETF
88,811$5.3B10.76%
630
MLB1MERCADOLIBRE INC COM
2,247$5.3B10.71%
631
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
64,990$5.2B10.69%
632
SONYSONY GROUP CORP SPONSORED ADR
181,554$5.2B10.66%
633
WPMWHEATON PRECIOUS METALS CORP COM
46,644$5.2B10.64%
634
WABWABTEC COM
25,984$5.2B10.62%
635
MNTNMNTN INC CL A
280,597$5.2B10.61%
636
IQVIQVIA HLDGS INC COM
27,336$5.2B10.59%
637
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
59,582$5.2B10.57%
638
SSDSIMPSON MFG INC COM
30,962$5.2B10.57%
639
NXPINXP SEMICONDUCTORS N V COM
22,509$5.1B10.45%
640
FTLSFIRST TRUST LONG/SHORT EQUITY ETF
73,225$5.1B10.45%
641
RSGREPUBLIC SVCS INC COM
22,311$5.1B10.44%
642
AEVAAEVA TECHNOLOGIES INC COM NEW
352,452$5.1B10.42%
643
PARPAR TECHNOLOGY CORP COM
128,950$5.1B10.41%
644
BPBP PLC SPONSORED ADR
146,824$5.1B10.32%
645
GWWGRAINGER W W INC COM
5,307$5.1B10.31%
646
SLBSLB LIMITED COM STK
146,653$5.0B10.28%
647
VLTOVERALTO CORP COM SHS
47,039$5.0B10.23%
648
PKGPACKAGING CORP AMER COM
22,688$4.9B10.08%
649
SCHOSCHWAB SHORT-TERM US TREASURY ETF
202,299$4.9B10.07%
650
JAVAJPMORGAN ACTIVE VALUE ETF
70,199$4.8B9.87%
651
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF
74,319$4.8B9.80%
652
MBBISHARES MBS ETF
50,457$4.8B9.79%
653
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
20,007$4.8B9.78%
654
SPGSIMON PPTY GROUP INC NEW COM
25,486$4.8B9.75%
655
PNRPENTAIR PLC SHS
43,048$4.8B9.72%
656
METMETLIFE INC COM
57,885$4.8B9.72%
657
UCBUNITED CMNTY BKS BLAIRSVLE GA COM
152,070$4.8B9.72%
658
FTNTFORTINET INC COM
56,661$4.8B9.71%
659
ICLRICON PLC SHS
27,093$4.7B9.67%
660
TPDSOMNIGROUP INTERNATIONAL INC COM
56,172$4.7B9.66%
661
VRTXVERTEX PHARMACEUTICALS INC COM
12,074$4.7B9.64%
662
AGZDWISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
209,628$4.7B9.62%
663
IBUFINNOVATOR INTERNATIONAL DEVELOPED 10 BUFFER ETF - QUARTERLY
165,009$4.7B9.59%
664
GNRCGENERAC HLDGS INC COM
28,034$4.7B9.57%
665
VTHRVANGUARD RUSSELL 3000 ETF
15,859$4.7B9.52%
666
FTITECHNIPFMC PLC COM
117,288$4.6B9.44%
667
MTGMGIC INVT CORP WIS COM
162,750$4.6B9.42%
668
SHOPSHOPIFY INC CL A SUB VTG SHS
30,795$4.6B9.33%
669
AIGAMERICAN INTL GROUP INC COM NEW
58,088$4.6B9.30%
670
KNFKNIFE RIVER CORP COMMON STOCK
59,238$4.6B9.29%
671
PDNINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF
110,755$4.6B9.28%
672
FITBFIFTH THIRD BANCORP COM
101,587$4.5B9.23%
673
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
61,513$4.5B9.22%
674
EWEDWARDS LIFESCIENCES CORP COM
58,049$4.5B9.21%
675
EDCONSOLIDATED EDISON INC COM
44,902$4.5B9.20%
676
PGNYPROGYNY INC COM
209,630$4.5B9.20%
677
TELTE CONNECTIVITY PLC ORD SHS
20,546$4.5B9.20%
678
BOCTINNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER
93,112$4.5B9.19%
679
MDUMDU RES GROUP INC COM
252,731$4.5B9.18%
680
FFORD MTR CO COM
374,440$4.5B9.13%
681
VEEVVEEVA SYS INC CL A COM
14,920$4.4B9.06%
682
PSAPUBLIC STORAGE OPER CO COM
15,350$4.4B9.04%
683
PCGPG&E CORP COM
293,527$4.4B9.03%
684
GPCGENUINE PARTS CO COM
31,691$4.4B8.96%
685
RVTROYCE SMALL CAP TRUST INC COM
271,779$4.4B8.94%
686
RMBS*RAMBUS INC DEL COM
42,034$4.4B8.93%
687
FANGDIAMONDBACK ENERGY INC COM
30,540$4.4B8.91%
688
PWRQUANTA SVCS INC COM
10,459$4.3B8.84%
689
JJACOBS SOLUTIONS INC.
28,880$4.3B8.83%
690
CLXCLOROX CO DEL COM
35,069$4.3B8.82%
691
TPRTAPESTRY INC COM
38,184$4.3B8.82%
692
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND
42,752$4.3B8.78%
693
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
117,724$4.3B8.77%
694
CAHCARDINAL HEALTH INC COM
27,400$4.3B8.77%
695
EVIEVI INDS INC COM
135,663$4.3B8.74%
696
TDYTELEDYNE TECHNOLOGIES INC COM
7,275$4.3B8.69%
697
WBSWEBSTER FINL CORP COM
71,685$4.3B8.69%
698
SESEA LTD SPONSORD ADS
23,598$4.2B8.60%
699
ZSZSCALER INC COM
14,059$4.2B8.59%
700
MTCHMATCH GROUP INC NEW COM
118,825$4.2B8.56%
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