Capital Group Conservative Equity ETF - CGCV
Detailed investor-level table based on 13F positions.
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 | 9,974,763 | 327,371 | 0.07% | 0.07% | 1 | +44,788 | 0.45% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 6,173,813 | 202,624 | 2.86% | 2.7% | 2 | +795,041 | 14.78% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 5,739,104 | 188,357 | 0.04% | 0.04% | 3 | +1,074,751 | 23.04% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,944,594 | 96,641 | 0.03% | 0.02% | 4 | +571,784 | 24.1% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,480,604 | 81,413 | 0.02% | 0.02% | 5 | +345,170 | 16.16% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,062,800 | 67,701 | 0.01% | 0.0% | 6 | +1,396,927 | 209.79% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,279,141 | 41,981 | 0.02% | 0.02% | 7 | +65,446 | 5.39% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,115,546 | 36,612 | 0.03% | 0.03% | 8 | +223,418 | 25.04% | Q2 2026 | Aug 12, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 951,600 | 31,231 | 5.9% | 0.86% | 9 | +882,200 | 1271.18% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 907,295 | 29,577 | 0.01% | 0.01% | 10 | +250,328 | 38.1% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 830,708 | 27,263 | 0.02% | 0.02% | 11 | -7,644 | -0.91% | Q2 2026 | Aug 12, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 783,414 | 25,946 | 10.17% | 9.8% | 12 | -10,555 | -1.33% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 646,077 | 21,378 | 0.04% | 0.05% | 13 | -185,038 | -22.26% | Q2 2026 | Jul 15, 2026 |
| Envision Financial Planning, LLC | History | Added to | 639,031 | 20,973 | 6.82% | 6.78% | 14 | +10,083 | 1.6% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 638,323 | 20,949 | 0.03% | 0.03% | 15 | -75,694 | -10.6% | Q2 2026 | Jul 29, 2026 |
| Clearstead Trust, LLC | History | Added to | 535,806 | 17,585 | 2.3% | 2.5% | 16 | +22,052 | 4.29% | Q2 2026 | Aug 06, 2026 |
| Souders Financial Advisors | History | Added to | 510,787 | 16,764 | 1.69% | 1.6% | 17 | +41,449 | 8.83% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 488,025 | 16,017 | 0.02% | 0.02% | 18 | +136,691 | 38.91% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 458,403 | 15,044 | 0.53% | 0.57% | 19 | +1,159 | 0.25% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 451,251 | 14,810 | 0.03% | 0.03% | 20 | +89,707 | 24.81% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 442,182 | 14,512 | 0.0% | 0.0% | 21 | +169,224 | 62.0% | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 416,050 | 13,654 | 0.39% | 0.41% | 22 | +65,443 | 18.67% | Q2 2026 | Jul 22, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 377,878 | 12,401 | 0.45% | 0.45% | 23 | -2,506 | -0.66% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 375,434 | 12,322 | 0.03% | 0.03% | 24 | +27,316 | 7.85% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 367,686 | 12,067 | 0.55% | 0.53% | 25 | +25,851 | 7.56% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | Added to | 339,871 | 11,197 | 0.05% | 0.05% | 26 | +29,844 | 9.63% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 327,614 | 10,752 | 2.03% | 1.89% | 27 | +45,758 | 16.23% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 325,155 | 10,671 | 0.05% | 0.03% | 28 | +98,250 | 43.3% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 323,620 | 10,621 | 0.11% | 0.1% | 30 | +42,914 | 15.29% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 323,624 | 10,621 | 0.14% | 0.14% | 29 | +20,838 | 6.88% | Q2 2026 | Aug 12, 2026 |
| Carson Advisory Inc. | History | Added to | 301,168 | 9,884 | 4.54% | 4.52% | 31 | +8,739 | 2.99% | Q2 2026 | Aug 11, 2026 |
| RM Financial Services, LLC | History | Added to | 283,285 | 9,297 | 6.91% | 7.22% | 32 | +2,327 | 0.83% | Q2 2026 | Aug 04, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 251,579 | 8,256 | 6.35% | 6.14% | 33 | +4,601 | 1.86% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 247,291 | 8,130 | 1.17% | 1.0% | 34 | +36,785 | 17.47% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 233,457 | 7,662 | 0.0% | 0.0% | 35 | +49,972 | 27.23% | Q2 2026 | Aug 14, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 232,205 | 7,620 | 2.16% | 2.12% | 36 | +10,535 | 4.75% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 211,642 | 6,946 | 0.23% | 0.03% | 37 | +187,096 | 762.23% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 207,618 | 6,814 | 0.01% | 0.01% | 38 | +27,557 | 15.3% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 195,170 | 6,405 | 0.01% | 0.01% | 39 | +4,415 | 2.31% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 186,453 | 6,119 | 0.07% | 0.08% | 40 | +23,588 | 14.48% | Q2 2026 | Jul 22, 2026 |
| Compton Financial Group, LLC | History | Added to | 180,287 | 5,917 | 1.14% | 0.56% | 41 | +95,345 | 112.25% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 168,363 | 5,525 | 0.02% | 0.02% | 42 | +23,708 | 16.39% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 164,344 | 5,393 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 148,056 | 4,859 | 0.65% | 0.6% | 44 | +16,095 | 12.2% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 140,440 | 4,609 | 0.01% | 0.01% | 45 | +10,023 | 7.69% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 115,255 | 3,782 | 0.06% | 0.06% | 46 | -4,163 | -3.49% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | Added to | 107,991 | 3,544 | 0.07% | 0.02% | 47 | +84,794 | 365.54% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 104,309 | 3,423 | 0.01% | 0.01% | 48 | +5,489 | 5.55% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 97,411 | 3,197 | 0.16% | 0.17% | 49 | +1,980 | 2.07% | Q2 2026 | Jul 31, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 96,874 | 3,179 | 0.66% | 0.84% | 50 | -33,010 | -25.41% | Q2 2026 | Aug 05, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 96,166 | 3,156 | 1.2% | 1.03% | 51 | +17,211 | 21.8% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 86,072 | 2,824 | 0.01% | 0.01% | 52 | +22,908 | 36.27% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 85,602 | 2,809 | 0.02% | 0.01% | 53 | +54,959 | 179.35% | Q2 2026 | Aug 17, 2026 |
| Bulwark Capital Corp | History | Added to | 83,884 | 2,753 | 1.55% | 1.47% | 54 | +4,014 | 5.03% | Q2 2026 | Jul 06, 2026 |
| ASSETMARK, INC | History | Added to | 75,652 | 2,482 | 0.0% | 0.0% | 55 | +9,285 | 13.99% | Q2 2026 | Jul 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 74,634 | 2,449 | 0.04% | 0.03% | 56 | +4,766 | 6.82% | Q2 2026 | Jul 15, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 74,834 | 2,230 | 1.48% | 1.5% | 57 | -1,130 | -1.49% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 63,562 | 2,086 | 0.01% | 0.01% | 58 | +20,826 | 48.73% | Q2 2026 | Sep 08, 2026 |
| Pines Wealth Management, LLC | History | Added to | 58,773 | 1,928 | 0.55% | 0.57% | 59 | +75 | 0.13% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 57,204 | 1,877 | 0.06% | 0.06% | 60 | -365 | -0.63% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 56,875 | 1,866 | 0.02% | 0.01% | 61 | +10,795 | 23.43% | Q2 2026 | Jul 24, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 55,696 | 1,827 | 1.51% | 1.41% | 62 | +521 | 0.94% | Q2 2026 | Jul 21, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 53,477 | 1,755 | 0.39% | 0.42% | 63 | -2,147 | -3.86% | Q2 2026 | Jul 30, 2026 |
| Junk Investment Group, LLC | History | Added to | 52,411 | 1,720 | 0.76% | 0.79% | 64 | +1,745 | 3.44% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | Added to | 51,463 | 1,689 | 0.02% | 0.0% | 65 | +44,106 | 599.51% | Q2 2026 | Jul 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 51,146 | 1,678 | 0.0% | 0.0% | 66 | +29,931 | 141.08% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 47,247 | 1,550 | 0.09% | 0.08% | 67 | -20,888 | -30.66% | Q2 2026 | Aug 04, 2026 |
| CGN Advisors LLC | History | Added to | 45,135 | 1,481 | 0.11% | 0.1% | 68 | +1,049 | 2.38% | Q2 2026 | Jul 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 44,334 | 1,455 | 0.12% | 0.11% | 69 | +4,368 | 10.93% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 43,857 | 1,439 | 0.01% | 0.01% | 70 | -1,583 | -3.48% | Q2 2026 | Aug 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 43,017 | 1,411 | 0.37% | — | 71 | +43,017 | New | Q2 2026 | Jul 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 42,867 | 1,406 | 0.01% | 0.01% | 72 | +8,358 | 24.22% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | Added to | 41,507 | 1,365 | 0.03% | 0.03% | 73 | +8,617 | 26.2% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 40,088 | 1,315 | 0.02% | 0.02% | 74 | +1,982 | 5.2% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 36,883 | 1,210 | 0.01% | 0.01% | 75 | +6,397 | 20.98% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 36,577 | 1,200 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,868 | 1,078 | 0.0% | 0.0% | 77 | +2,528 | 8.33% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | Added to | 34,505 | 1,074 | 0.02% | 0.01% | 78 | +3,698 | 12.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,170 | 858 | 0.0% | 0.0% | 79 | +590 | 2.31% | Q2 2026 | Jul 24, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 25,155 | 825 | 0.38% | 0.37% | 80 | +93 | 0.37% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 24,850 | 815 | 0.03% | 0.04% | 81 | +1,000 | 4.19% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,457 | 802 | 0.0% | 0.0% | 82 | +9,361 | 62.01% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | New | 23,634 | 775 | 0.0% | — | 83 | +23,634 | New | Q2 2026 | Aug 06, 2026 |
| KWB Wealth | History | Added to | 23,272 | 763 | 0.07% | 0.05% | 84 | +5,943 | 34.3% | Q2 2026 | Jul 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 23,138 | 759 | 0.04% | 0.04% | 85 | +954 | 4.3% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 20,038 | 657 | 0.01% | 0.01% | 86 | -198 | -0.98% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,972 | 655 | 0.01% | 0.01% | 87 | +1,411 | 7.6% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 19,789 | 649 | 0.01% | 0.01% | 88 | +5,108 | 34.79% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | New | 19,487 | 639 | 0.01% | — | 89 | +19,487 | New | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 18,975 | 622 | 0.15% | 0.18% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 18,787 | 616 | 0.27% | 0.29% | 91 | -2,070 | -9.92% | Q2 2026 | Jul 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,497 | 607 | 0.0% | 0.0% | 92 | +3,197 | 20.9% | Q2 2026 | Jul 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 18,194 | 597 | 0.01% | 0.01% | 93 | -3,687 | -16.85% | Q2 2026 | Aug 18, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 17,665 | 575 | 0.33% | 0.29% | 94 | +3,220 | 22.29% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | New | 16,516 | 542 | 0.01% | — | 95 | +16,516 | New | Q2 2026 | Aug 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 16,454 | 540 | 0.03% | 0.03% | 96 | -4 | -0.02% | Q2 2026 | Jul 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 16,036 | 528 | 0.04% | 0.04% | 97 | -807 | -4.79% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | New | 16,041 | 526 | 0.0% | — | 98 | +16,041 | New | Q2 2026 | Jul 20, 2026 |
| Aspire Growth Partners LLC | History | Added to | 15,653 | 513 | 0.3% | 0.15% | 99 | +8,477 | 118.13% | Q2 2026 | Jul 29, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 14,272 | 482 | 0.03% | 0.02% | 100 | +2,459 | 20.82% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 13,952 | 457 | 0.16% | 0.14% | 101 | +2,948 | 26.79% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 13,315 | 437 | 0.1% | — | 102 | +13,315 | New | Q2 2026 | Jul 27, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 12,835 | 421 | 0.15% | 0.15% | 103 | +52 | 0.41% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,603 | 413 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 12,244 | 401 | 0.22% | — | 105 | +12,244 | New | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | Added to | 11,589 | 380 | 0.01% | 0.02% | 106 | +148 | 1.29% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,500 | 377 | 0.02% | 0.02% | 107 | +1,480 | 14.77% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,021 | 361 | 0.0% | — | 108 | +11,021 | New | Q2 2026 | Jul 27, 2026 |
| Capital Investment Management, Inc. | History | Added to | 10,916 | 358 | 0.11% | 0.08% | 109 | +3,344 | 44.16% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 10,824 | 355 | 0.0% | 0.0% | 110 | +904 | 9.11% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,770 | 353 | 0.0% | 0.0% | 111 | +1,481 | 15.94% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 10,564 | 346 | 0.0% | — | 112 | +10,564 | New | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | New | 10,400 | 341 | 0.0% | — | 113 | +10,400 | New | Q2 2026 | Jul 29, 2026 |
| LongView Wealth Management | History | Reduced | 10,245 | 336 | 0.09% | 0.1% | 114 | -2,457 | -19.34% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 10,073 | 331 | 0.0% | — | 115 | +10,073 | New | Q2 2026 | Jul 20, 2026 |
| Perennial Investment Advisors, LLC | History | New | 9,716 | 318 | 0.02% | — | 118 | +9,716 | New | Q2 2026 | Aug 14, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 9,709 | 318 | 0.17% | 0.15% | 117 | +1,235 | 14.57% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,677 | 318 | 0.01% | 0.01% | 116 | +234 | 2.48% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | Added to | 9,508 | 312 | 0.01% | 0.02% | 119 | +3 | 0.03% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,453 | 310 | 0.03% | 0.21% | 120 | -54,703 | -85.27% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | Added to | 9,185 | 301 | 0.0% | 0.0% | 121 | +9,035 | 6023.33% | Q2 2026 | Aug 10, 2026 |
| Triune Financial Partners, LLC | History | Added to | 9,136 | 299 | 0.06% | 0.06% | 122 | +40 | 0.44% | Q2 2026 | Aug 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 9,035 | 269 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,995 | 262 | 0.0% | — | 124 | +7,995 | New | Q2 2026 | Aug 19, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,896 | 259 | 0.0% | 0.0% | 125 | +708 | 9.85% | Q2 2026 | Jul 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 7,414 | 243 | 0.01% | 0.01% | 126 | +614 | 9.03% | Q2 2026 | Aug 07, 2026 |
| GWN SECURITIES INC. | History | Added to | 7,369 | 241 | 0.04% | 0.04% | 127 | +37 | 0.5% | Q2 2026 | Aug 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 7,305 | 239 | 0.01% | 0.01% | 128 | +60 | 0.83% | Q2 2026 | Jul 31, 2026 |
| SITTNER & NELSON, LLC | History | No change | 7,240 | 237 | 0.07% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 6,924 | 227 | 0.19% | 0.19% | 130 | +143 | 2.11% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | Reduced | 6,873 | 226 | 0.01% | 0.02% | 131 | -11,331 | -62.24% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,742 | 221 | 0.0% | — | 132 | +6,742 | New | Q2 2026 | Jul 21, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 6,415 | 210 | 0.02% | — | 133 | +6,415 | New | Q2 2026 | Jul 23, 2026 |
| Maridea Wealth Management LLC | History | New | 6,358 | 208 | 0.02% | — | 134 | +6,358 | New | Q2 2026 | Aug 06, 2026 |
| TCFG Investment Advisors, LLC | History | New | 6,219 | 204 | 0.07% | — | 135 | +6,219 | New | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,372 | 176 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,509 | 147 | 0.0% | 0.0% | 137 | +4,239 | 1570.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,777 | 123 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,573 | 117 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,378 | 78 | 0.0% | 0.0% | 140 | +884 | 59.17% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | New | 2,203 | 72 | 0.0% | — | 141 | +2,203 | New | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,120 | 69 | 0.0% | 0.0% | 143 | +236 | 12.53% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,123 | 69 | 0.0% | 0.0% | 142 | +10 | 0.47% | Q2 2026 | Jul 24, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 2,038 | 66 | 0.01% | 0.0% | 144 | +800 | 64.62% | Q2 2026 | Aug 06, 2026 |
| Harborfront Financial Group LLC | History | New | 2,000 | 65 | 0.25% | — | 145 | +2,000 | New | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,450 | 47 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,088 | 35 | 0.0% | 0.0% | 147 | +177 | 19.43% | Q2 2026 | Jul 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 930 | 30 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,000 | 29 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 861 | 28 | 0.02% | — | 150 | +861 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 831 | 27 | 0.0% | 0.0% | 151 | +513 | 161.32% | Q2 2026 | Aug 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 828 | 27 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 700 | 22 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 540 | 17 | 0.0% | 0.0% | 154 | +327 | 153.52% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 408 | 13 | 0.0% | — | 156 | +408 | New | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 400 | 13 | 0.0% | — | 155 | +400 | New | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | New | 205 | 6 | 0.0% | — | 157 | +205 | New | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 107 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 79 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 45 | 1 | 0.0% | — | 161 | +45 | New | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 43 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -647,506 | -100.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -153,714 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,171 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PCG Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -31,362 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -21,211 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,104 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |