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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 831,115 | 24,792 | 0.05% | 0.03% | 1 | +2,653 | 0.32% | Q1 2026 | Apr 08, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 793,969 | 23,684 | 9.8% | 9.69% | 2 | +36,008 | 4.75% | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 380,384 | 11,339 | 0.45% | 0.45% | 3 | -2,838 | -0.74% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 341,835 | 10,190 | 0.53% | 0.06% | 4 | +304,694 | 820.37% | Q1 2026 | Apr 17, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 221,670 | 6,607 | 2.12% | 1.51% | 5 | +78,458 | 54.78% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 210,506 | 6,510 | 1.0% | 0.95% | 6 | +14,481 | 7.39% | Q1 2026 | Apr 16, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 131,961 | 3,933 | 0.6% | 0.51% | 7 | +20,441 | 18.33% | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 95,431 | 2,951 | 0.17% | 0.13% | 8 | +20,972 | 28.17% | Q1 2026 | Apr 17, 2026 |
| Bulwark Capital Corp | History | Reduced | 79,870 | 2,380 | 1.47% | 1.84% | 9 | -4,952 | -5.84% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | New | 69,868 | 2,082 | 0.03% | — | 10 | +69,868 | New | Q1 2026 | Apr 14, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 58,698 | 1,749 | 0.57% | 0.58% | 11 | -447 | -0.76% | Q1 2026 | Apr 08, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 55,175 | 1,644 | 1.41% | 1.47% | 12 | +841 | 1.55% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Added to | 44,086 | 1,314 | 0.1% | 0.1% | 13 | +659 | 1.52% | Q1 2026 | Apr 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 39,966 | 1,191 | 0.11% | 0.08% | 14 | +13,400 | 50.44% | Q1 2026 | Apr 22, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 25,062 | 747 | 0.37% | 0.31% | 15 | +5,189 | 26.11% | Q1 2026 | Apr 21, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 20,857 | 621 | 0.29% | 0.27% | 16 | +2,100 | 11.2% | Q1 2026 | Apr 15, 2026 |
| KWB Wealth | History | No change | 17,329 | 528 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,458 | 490 | 0.03% | 0.03% | 18 | +666 | 4.22% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 15,300 | 456 | 0.0% | 0.0% | 19 | +5,909 | 62.92% | Q1 2026 | Apr 15, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 14,445 | 430 | 0.29% | 0.29% | 20 | +185 | 1.3% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | New | 12,702 | 394 | 0.1% | — | 21 | +12,702 | New | Q1 2026 | Apr 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 10,020 | 298 | 0.02% | 0.01% | 22 | +3,275 | 48.55% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,505 | 283 | 0.02% | 0.03% | 23 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,443 | 282 | 0.01% | 0.01% | 24 | +227 | 2.46% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 9,035 | 269 | 0.01% | — | 25 | +9,035 | New | Q1 2026 | Apr 07, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 8,474 | 252 | 0.15% | 0.19% | 26 | -1,645 | -16.26% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Reduced | 7,357 | 219 | 0.0% | 0.02% | 27 | -48,041 | -86.72% | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 7,188 | 214 | 0.0% | — | 28 | +7,188 | New | Q1 2026 | Apr 15, 2026 |
| Aspire Growth Partners LLC | History | New | 7,176 | 213 | 0.15% | — | 29 | +7,176 | New | Q1 2026 | Apr 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 3,777 | 112 | 0.04% | — | 30 | +3,777 | New | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,494 | 44 | 0.0% | 0.0% | 31 | +1,016 | 212.55% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,450 | 43 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | New | 911 | 27 | 0.0% | — | 33 | +911 | New | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | No change | 43 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.05% | — | -9,928,478 | -100.0% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,942,987 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Capital Group Private Client Services, Inc. | History | Closed out | 0 | 0 | — | 1.81% | — | -3,732,528 | -100.0% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,970,741 | -100.0% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,798,458 | -100.0% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.02% | — | -1,079,169 | -100.0% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -937,867 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.03% | — | -792,326 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Envision Financial Planning, LLC | History | Closed out | 0 | 0 | — | 6.96% | — | -604,129 | -100.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -570,040 | -100.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.01% | — | -381,068 | -100.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -364,550 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -321,053 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -320,279 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 1.47% | — | -306,094 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Carson Advisory Inc. | History | Closed out | 0 | 0 | — | 4.49% | — | -283,201 | -100.0% | Q4 2025 | Feb 12, 2026 |
| RM Financial Services, LLC | History | Closed out | 0 | 0 | — | 7.63% | — | -281,935 | -100.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -281,449 | -100.0% | Q4 2025 | Feb 17, 2026 |
| J. Derek Lewis & Associates Inc. | History | Closed out | 0 | 0 | — | 1.99% | — | -278,205 | -100.0% | Q4 2025 | Mar 23, 2026 |
| Confluence Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -267,062 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Evernest Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 1.66% | — | -249,878 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Troutman Wealth Management, LLC | History | Closed out | 0 | 0 | — | 6.21% | — | -246,257 | -100.0% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -240,492 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -233,971 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -216,128 | -100.0% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.04% | — | -214,096 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -186,717 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -178,350 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -166,695 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -163,781 | -100.0% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -158,463 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -146,701 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -145,608 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -143,502 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -118,180 | -100.0% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107,351 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -85,889 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -81,211 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -65,984 | -100.0% | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,866 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -61,276 | -100.0% | Q4 2025 | Feb 17, 2026 |
| DMKC Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -58,725 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -57,679 | -100.0% | Q4 2025 | Feb 04, 2026 |
| CWS Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -55,349 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -55,296 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -50,153 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.91% | — | -47,725 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -46,077 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,633 | -100.0% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,156 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -36,377 | -100.0% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -35,679 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -35,493 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Trademark Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -34,314 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,956 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -30,486 | -100.0% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,474 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -28,928 | -100.0% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,295 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,760 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,540 | -100.0% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -19,254 | -100.0% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -19,095 | -100.0% | Q4 2025 | Mar 12, 2026 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -18,975 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,874 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,979 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,840 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -12,829 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,624 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,603 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,070 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,832 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,436 | -100.0% | Q4 2025 | Jan 30, 2026 |
| JSF Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,215 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -9,889 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Triune Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,096 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,766 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,517 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,456 | -100.0% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,983 | -100.0% | Q4 2025 | Feb 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,916 | -100.0% | Q4 2025 | Mar 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,245 | -100.0% | Q4 2025 | Jan 12, 2026 |
| SITTNER & NELSON, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,240 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,990 | -100.0% | Q4 2025 | Apr 10, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.27% | — | -6,921 | -100.0% | Q4 2025 | Feb 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,817 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Birchwood Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -6,766 | -100.0% | Q4 2025 | Feb 19, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,921 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,866 | -100.0% | Q4 2025 | Mar 26, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,017 | -100.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -3,253 | -100.0% | Q4 2025 | Jan 26, 2026 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,895 | -100.0% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,613 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -912 | -100.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -768 | -100.0% | Q4 2025 | Mar 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q4 2025 | Mar 16, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -313 | -100.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q4 2025 | Feb 17, 2026 |