Capital Group Conservative Equity ETF - CGCV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 32 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 9,928,478 | 302,719 | 0.05% | 0.05% | 1 | +70,955 | 0.72% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 3,942,987 | 120,221 | 0.03% | 0.02% | 2 | +1,380,934 | 53.9% | Q4 2025 | Feb 11, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 3,732,528 | 113,804 | 1.81% | 1.65% | 3 | +452,925 | 13.81% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,970,741 | 90,577 | 0.03% | 0.02% | 4 | +1,060,852 | 55.55% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,798,458 | 54,834 | 0.02% | 0.01% | 5 | +217,218 | 13.74% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,079,169 | 32,903 | 0.02% | 0.0% | 6 | +899,949 | 502.15% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 937,867 | 28,595 | 0.03% | 0.02% | 7 | +154,629 | 19.74% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 828,462 | 25,682 | 0.03% | 0.0% | 8 | +813,745 | 5529.29% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Added to | 792,326 | 24,158 | 0.03% | 0.01% | 9 | +378,710 | 91.56% | Q4 2025 | Feb 17, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 757,961 | 23,110 | 9.69% | 9.63% | 10 | +63,997 | 9.22% | Q4 2025 | Jan 26, 2026 |
| Envision Financial Planning, LLC | History | Added to | 604,129 | 18,419 | 6.96% | 1.81% | 11 | +462,425 | 326.33% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 570,040 | 17,380 | 0.02% | 0.02% | 12 | +82,441 | 16.91% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 383,222 | 11,684 | 0.45% | 0.46% | 13 | -485 | -0.13% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 381,068 | 11,618 | 0.01% | 0.01% | 14 | +119,216 | 45.53% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 364,550 | 11,115 | 0.0% | 0.0% | 15 | +304,256 | 504.62% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 321,053 | 9,788 | 0.02% | 0.02% | 16 | +51,266 | 19.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 320,279 | 9,765 | 0.03% | 0.01% | 17 | +149,924 | 88.01% | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | New | 306,094 | 9,332 | 1.47% | — | 18 | +306,094 | New | Q4 2025 | Feb 09, 2026 |
| Carson Advisory Inc. | History | Added to | 283,201 | 8,634 | 4.49% | 4.52% | 19 | +5,151 | 1.85% | Q4 2025 | Feb 12, 2026 |
| RM Financial Services, LLC | History | New | 281,935 | 8,596 | 7.63% | — | 20 | +281,935 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 281,449 | 8,581 | 0.01% | 0.01% | 21 | +58,693 | 26.35% | Q4 2025 | Feb 17, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 278,205 | 8,482 | 1.99% | — | 22 | +278,205 | New | Q4 2025 | Mar 23, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 267,062 | 8,142 | 0.34% | 0.02% | 23 | +252,046 | 1678.52% | Q4 2025 | Jan 28, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 249,878 | 7,911 | 1.66% | 2.06% | 24 | +5,321 | 2.18% | Q4 2025 | Feb 13, 2026 |
| Troutman Wealth Management, LLC | History | New | 246,257 | 7,508 | 6.21% | — | 25 | +246,257 | New | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 240,492 | 7,332 | 0.01% | 0.01% | 26 | +14,942 | 6.62% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 233,971 | 7,133 | 0.09% | 0.03% | 27 | +153,651 | 191.3% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 214,096 | 6,923 | 0.04% | 0.0% | 28 | +199,794 | 1396.97% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 216,128 | 6,589 | 0.04% | 0.03% | 29 | +15,366 | 7.65% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 196,025 | 6,012 | 0.95% | 0.82% | 30 | +32,568 | 19.92% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 186,717 | 5,693 | 0.0% | 0.0% | 31 | +78,870 | 73.13% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 178,350 | 5,437 | 0.01% | 0.01% | 32 | +17,341 | 10.77% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 166,695 | 5,082 | 0.0% | 0.0% | 33 | +129,192 | 344.48% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 163,781 | 4,993 | 0.1% | 0.09% | 34 | +7,912 | 5.08% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 158,463 | 4,831 | 0.11% | 0.06% | 35 | +53,495 | 50.96% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 146,701 | 4,473 | 0.0% | — | 36 | +146,701 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 145,608 | 4,439 | 0.06% | 0.08% | 37 | +3,831 | 2.7% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 143,502 | 4,375 | 0.01% | 0.01% | 38 | +29,966 | 26.39% | Q4 2025 | Feb 11, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 143,212 | 4,366 | 1.51% | 1.43% | 39 | +9,451 | 7.07% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 118,180 | 3,603 | 0.06% | 0.05% | 40 | +21,341 | 22.04% | Q4 2025 | Jan 22, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 111,520 | 3,400 | 0.51% | 0.45% | 41 | +17,869 | 19.08% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 107,351 | 3,273 | 0.0% | 0.0% | 42 | -138,764 | -56.38% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 85,889 | 2,618 | 0.0% | 0.0% | 43 | +19,410 | 29.2% | Q4 2025 | Feb 17, 2026 |
| Bulwark Capital Corp | History | Added to | 84,822 | 2,586 | 1.84% | 1.63% | 44 | +15,183 | 21.8% | Q4 2025 | Jan 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 81,211 | 2,476 | 0.08% | 0.03% | 45 | +54,645 | 205.7% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 74,459 | 2,270 | 0.13% | 0.09% | 46 | +30,317 | 68.68% | Q4 2025 | Feb 10, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 65,984 | 2,011 | 1.36% | 1.24% | 47 | +8,823 | 15.44% | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Added to | 62,866 | 1,916 | 0.0% | 0.0% | 48 | +7,684 | 13.92% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 61,276 | 1,868 | 0.01% | 0.01% | 49 | +12,048 | 24.47% | Q4 2025 | Feb 17, 2026 |
| Pines Wealth Management, LLC | History | Added to | 59,145 | 1,803 | 0.58% | 0.59% | 50 | +1,153 | 1.99% | Q4 2025 | Feb 02, 2026 |
| DMKC Advisory Services, LLC | History | New | 58,725 | 1,790 | 0.79% | — | 51 | +58,725 | New | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Management, LLC | History | No change | 57,679 | 1,758 | 0.06% | 0.07% | 52 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Brookstone Capital Management | History | Added to | 55,398 | 1,689 | 0.02% | 0.01% | 53 | +27,534 | 98.82% | Q4 2025 | Jan 15, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 55,349 | 1,687 | 0.46% | 0.44% | 54 | +2,519 | 4.77% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | New | 55,296 | 1,686 | 0.18% | — | 55 | +55,296 | New | Q4 2025 | Feb 13, 2026 |
| Worthington Financial Partners, LLC | History | New | 54,334 | 1,656 | 1.47% | — | 56 | +54,334 | New | Q4 2025 | Mar 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 50,153 | 1,529 | 0.03% | 0.02% | 57 | +13,820 | 38.04% | Q4 2025 | Feb 09, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 47,725 | 1,455 | 0.91% | — | 58 | +47,725 | New | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,077 | 1,404 | 0.01% | 0.0% | 59 | +12,552 | 37.44% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 43,633 | 1,330 | 0.01% | 0.01% | 60 | +2,016 | 4.84% | Q4 2025 | Feb 12, 2026 |
| CGN Advisors LLC | History | Added to | 43,427 | 1,324 | 0.1% | 0.1% | 61 | +1,777 | 4.27% | Q4 2025 | Jan 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 38,156 | 1,163 | 0.01% | 0.01% | 62 | +14,532 | 61.51% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 37,141 | 1,132 | 0.06% | 0.03% | 63 | +22,166 | 148.02% | Q4 2025 | Jan 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 36,377 | 1,109 | 0.0% | 0.0% | 64 | +3,624 | 11.06% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 35,679 | 1,087 | 0.02% | 0.01% | 65 | +15,201 | 74.23% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | New | 35,493 | 1,082 | 0.02% | — | 66 | +35,493 | New | Q4 2025 | Feb 09, 2026 |
| Trademark Financial Management, LLC | History | New | 34,314 | 1,046 | 0.58% | — | 67 | +34,314 | New | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 30,956 | 943 | 0.01% | 0.01% | 68 | +7,532 | 32.16% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 30,486 | 929 | 0.01% | 0.01% | 69 | +5,328 | 21.18% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,474 | 898 | 0.0% | 0.0% | 70 | +5,525 | 23.07% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 28,928 | 882 | 0.02% | 0.02% | 71 | +10,001 | 52.84% | Q4 2025 | Jan 30, 2026 |
| Continuum Advisory, LLC | History | Added to | 26,566 | 809 | 0.08% | 0.06% | 72 | +9,095 | 52.06% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 22,295 | 679 | 0.0% | 0.0% | 73 | +3,715 | 19.99% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,760 | 663 | 0.03% | 0.02% | 74 | +8,602 | 65.37% | Q4 2025 | Feb 05, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 19,873 | 605 | 0.31% | 0.25% | 75 | +3,889 | 24.33% | Q4 2025 | Jan 21, 2026 |
| Regal Investment Advisors LLC | History | Added to | 19,540 | 595 | 0.04% | 0.04% | 76 | +1,422 | 7.85% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 19,254 | 587 | 0.25% | — | 77 | +19,254 | New | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 19,095 | 582 | 0.01% | 0.01% | 78 | +10,255 | 116.01% | Q4 2025 | Mar 12, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 18,975 | 578 | 0.2% | 0.27% | 79 | -4,300 | -18.47% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,874 | 575 | 0.01% | 0.0% | 80 | +12,094 | 178.38% | Q4 2025 | Jan 20, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 18,757 | 571 | 0.27% | 0.27% | 81 | +675 | 3.73% | Q4 2025 | Jan 28, 2026 |
| KWB Wealth | History | New | 17,329 | 528 | 0.05% | — | 82 | +17,329 | New | Q4 2025 | Jan 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 15,979 | 487 | 0.05% | 0.03% | 83 | +7,471 | 87.81% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 15,840 | 482 | 0.04% | 0.05% | 84 | -2,439 | -13.34% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 15,792 | 481 | 0.03% | — | 85 | +15,792 | New | Q4 2025 | Jan 07, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 14,260 | 434 | 0.29% | 0.23% | 86 | +3,090 | 27.66% | Q4 2025 | Jan 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 12,829 | 391 | 0.16% | 0.17% | 87 | +275 | 2.19% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | New | 12,624 | 384 | 0.0% | — | 89 | +12,624 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,603 | 384 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,070 | 368 | 0.0% | — | 90 | +12,070 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | New | 10,832 | 330 | 0.0% | — | 91 | +10,832 | New | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 10,436 | 318 | 0.02% | 0.02% | 92 | -224 | -2.1% | Q4 2025 | Jan 30, 2026 |
| JSF Financial, LLC | History | New | 10,215 | 311 | 0.06% | — | 93 | +10,215 | New | Q4 2025 | Feb 04, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | New | 10,119 | 308 | 0.19% | — | 94 | +10,119 | New | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | New | 9,889 | 301 | 0.0% | — | 95 | +9,889 | New | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 9,505 | 289 | 0.03% | — | 96 | +9,505 | New | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | New | 9,391 | 286 | 0.0% | — | 97 | +9,391 | New | Q4 2025 | Jan 12, 2026 |
| Triune Financial Partners, LLC | History | Added to | 9,096 | 282 | 0.07% | 0.07% | 98 | +68 | 0.75% | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,216 | 281 | 0.01% | 0.01% | 99 | +174 | 1.92% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8,766 | 267 | 0.02% | 0.02% | 100 | +1,181 | 15.57% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 8,517 | 260 | 0.01% | 0.01% | 101 | +1,977 | 30.23% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,456 | 257 | 0.0% | 0.0% | 102 | +1,493 | 21.44% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 7,983 | 243 | 0.01% | — | 103 | +7,983 | New | Q4 2025 | Feb 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 7,916 | 241 | 0.11% | — | 104 | +7,916 | New | Q4 2025 | Mar 10, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 7,240 | 228 | 0.08% | 0.04% | 105 | +3,240 | 81.0% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 7,245 | 220 | 0.01% | 0.01% | 106 | +52 | 0.72% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Management, Inc. | History | New | 6,990 | 213 | 0.07% | — | 108 | +6,990 | New | Q4 2025 | Apr 10, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 6,921 | 213 | 0.27% | 0.32% | 107 | -324 | -4.47% | Q4 2025 | Feb 23, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 6,817 | 207 | 0.01% | — | 109 | +6,817 | New | Q4 2025 | Jan 20, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 6,766 | 206 | 0.2% | — | 110 | +6,766 | New | Q4 2025 | Feb 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,745 | 205 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,921 | 180 | 0.0% | 0.0% | 112 | -3,405 | -36.51% | Q4 2025 | Feb 18, 2026 |
| Merited Wealth, LLC | History | New | 5,866 | 178 | 0.17% | — | 113 | +5,866 | New | Q4 2025 | Mar 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,017 | 153 | 0.01% | 0.01% | 114 | +2,270 | 82.64% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,253 | 99 | 0.01% | 0.01% | 115 | +1,345 | 70.49% | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | Added to | 1,895 | 57 | 0.01% | 0.0% | 116 | +1,215 | 178.68% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,613 | 49 | 0.0% | 0.0% | 117 | +338 | 26.51% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,450 | 44 | 0.0% | 0.0% | 118 | -78 | -5.1% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,000 | 30 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Geneos Wealth Management Inc. | History | New | 912 | 27 | 0.0% | — | 121 | +912 | New | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | No change | 905 | 27 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 768 | 23 | 0.02% | — | 122 | +768 | New | Q4 2025 | Mar 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 700 | 21 | 0.01% | 0.02% | 123 | -700 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | New | 600 | 18 | 0.0% | — | 124 | +600 | New | Q4 2025 | Mar 16, 2026 |
| Farther Finance Advisors, LLC | History | New | 478 | 14 | 0.0% | — | 125 | +478 | New | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 313 | 9 | 0.0% | 0.0% | 126 | +41 | 15.07% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 250 | 7 | 0.0% | — | 127 | +250 | New | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | No change | 213 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | No change | 150 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | No change | 79 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | New | 43 | 1 | 0.0% | — | 132 | +43 | New | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | New | 31 | 1 | 0.0% | — | 131 | +31 | New | Q4 2025 | Jan 26, 2026 |
| MIZUHO SECURITIES USA LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -80,000 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -76,623 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,771 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,870 | -100.0% | Q3 2025 | Nov 18, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -874 | -100.0% | Q3 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -506 | -100.0% | Q3 2025 | Nov 03, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FMR LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |