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RJ Clarivest Captl Aprec ETF (RJCA)

CUSIP: 16140T806 | NYSE | 16 institutional holders

Quarters

Q3 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC566,000
0.0% of portfolio›$42.1M
Commonwealth Equity Services, LLC20,690
0.0% of portfolio›$1.5M
Advisortrust Partners, LLC11,336
0.3% of portfolio›$842.3K
Wealth Enhancement Advisory Services, LLC10,395
0.0% of portfolio›$781.3K
Joel Isaacson & Co., LLC7,576
0.0% of portfolio›$562.9K
Creative Planning7,541
0.0% of portfolio›$560.3K
Bryn Mawr Trust Advisors, LLC7,041
0.0% of portfolio›$523.1K
Cambridge Investment Research Advisors, Inc.6,872
0.0% of portfolio›$511.0K
Level Four Advisory Services, LLC6,788
0.0% of portfolio›$504.3K
Eubel Brady & Suttman Asset Management Inc6,748
0.1% of portfolio›$501.0K
Fifth Third Bancorp5,550
0.0% of portfolio›$412.4K
Armbruster Capital Management, Inc.4,636
0.1% of portfolio›$344.5K
Latitude Advisors, LLC1,837
0.0% of portfolio›$136.5K
DeDora Capital, Inc.1,228
0.0% of portfolio›$91.2K
Lanark Financial, Inc.1,093
0.0% of portfolio›$81.2K
Concord Wealth Partners270
0.0% of portfolio›$20.1K
StyleTurnoverLocationFiled
LPL Financial LLC
566,000$42.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
20,690$1.5M0.0%ETFLowWaltham, MA2026-11-02
Advisortrust Partners, LLC
11,336$842.3K0.3%CoreHighRaleigh, NC2026-11-02
Wealth Enhancement Advisory Services, LLC
10,395$781.3K0.0%CoreLowPlymouth, MN2026-10-13
Joel Isaacson & Co., LLC
7,576$562.9K0.0%ETFVery LowNew York, NY2026-11-05
Creative Planning
7,541$560.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Bryn Mawr Trust Advisors, LLC
7,041$523.1K0.0%CoreLowPhiladelphia, PA2026-11-04
Cambridge Investment Research Advisors, Inc.
6,872$511.0K0.0%ETFLowFairfield, IA2026-11-02
Level Four Advisory Services, LLC
6,788$504.3K0.0%CoreLowDallas, TX2026-11-06
Eubel Brady & Suttman Asset Management Inc
6,748$501.0K0.1%Deep ValueMediumMiamisburg, OH2026-11-04
Fifth Third Bancorp
5,550$412.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Armbruster Capital Management, Inc.
4,636$344.5K0.1%ETFVery LowPittsford, NY2026-10-19
Latitude Advisors, LLC
1,837$136.5K0.0%ETFLowYorkville, IL2026-10-27
DeDora Capital, Inc.
1,228$91.2K0.0%ETFVery LowNapa, CA2026-10-26
Lanark Financial, Inc.
1,093$81.2K0.0%CoreMediumBirmingham, AL2026-10-26
Concord Wealth Partners
270$20.1K0.0%GrowthLowAbingdon, VA2026-11-02