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 | No change | 9,974,763 | 327,371 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 6,173,813 | 202,624 | 2.86% | 2.86% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 5,739,104 | 188,357 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,944,594 | 96,641 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,480,604 | 81,413 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,062,800 | 67,701 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,279,141 | 41,981 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,115,546 | 36,612 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 907,295 | 29,577 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 830,708 | 27,263 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tribridge Partners Financial LLC | History | No change | 783,414 | 25,946 | 10.17% | 10.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DMKC Advisory Services, LLC | History | Reduced | 686,386 | 22,019 | 5.41% | 5.9% | 12 | -265,214 | -27.87% | Q3 2026 | Nov 04, 2026 |
| Envision Financial Planning, LLC | History | No change | 639,031 | 20,973 | 6.82% | 6.82% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 651,472 | 20,899 | 0.03% | 0.03% | 14 | +13,149 | 2.06% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 627,425 | 20,523 | 0.03% | 0.04% | 15 | -18,652 | -2.89% | Q3 2026 | Oct 13, 2026 |
| Clearstead Trust, LLC | History | No change | 535,806 | 17,585 | 2.3% | 2.3% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Souders Financial Advisors | History | Added to | 527,658 | 16,927 | 1.65% | 1.69% | 17 | +16,871 | 3.3% | Q3 2026 | Nov 03, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 509,431 | 16,342 | 0.43% | 0.39% | 18 | +93,381 | 22.44% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 488,025 | 16,017 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 458,403 | 15,044 | 0.53% | 0.53% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 451,251 | 14,810 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 442,182 | 14,512 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 423,813 | 13,960 | 0.63% | 0.55% | 23 | +56,127 | 15.26% | Q3 2026 | Oct 15, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 387,120 | 12,418 | 2.24% | 2.03% | 24 | +59,506 | 18.16% | Q3 2026 | Nov 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 377,878 | 12,401 | 0.45% | 0.45% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 372,632 | 11,954 | 0.03% | 0.03% | 26 | -2,802 | -0.75% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 339,871 | 11,197 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 325,155 | 10,671 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 323,624 | 10,621 | 0.14% | 0.14% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 323,620 | 10,621 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carson Advisory Inc. | History | No change | 301,168 | 9,884 | 4.54% | 4.54% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RM Financial Services, LLC | History | Added to | 287,445 | 9,221 | 6.96% | 6.91% | 32 | +4,160 | 1.47% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 273,681 | 8,842 | 1.27% | 1.17% | 33 | +26,390 | 10.67% | Q3 2026 | Oct 08, 2026 |
| Troutman Wealth Management, LLC | History | No change | 251,579 | 8,256 | 6.35% | 6.35% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 233,457 | 7,662 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 228,073 | 7,316 | 2.14% | 2.16% | 36 | -4,132 | -1.78% | Q3 2026 | Oct 26, 2026 |
| Western Wealth Management, LLC | History | No change | 211,642 | 6,946 | 0.23% | 0.23% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 207,618 | 6,814 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 206,233 | 6,615 | 0.02% | 0.02% | 39 | +37,870 | 22.49% | Q3 2026 | Nov 02, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 204,710 | 6,567 | 0.08% | 0.07% | 40 | +18,257 | 9.79% | Q3 2026 | Oct 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 195,170 | 6,405 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compton Financial Group, LLC | History | No change | 180,287 | 5,917 | 1.14% | 1.14% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 168,997 | 5,421 | 0.69% | 0.65% | 43 | +20,941 | 14.14% | Q3 2026 | Oct 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 164,344 | 5,393 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 157,290 | 5,045 | 0.01% | 0.01% | 45 | +16,850 | 12.0% | Q3 2026 | Oct 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 115,255 | 3,782 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 111,691 | 3,583 | 1.2% | 1.2% | 47 | +15,525 | 16.14% | Q3 2026 | Nov 03, 2026 |
| GTS SECURITIES LLC | History | No change | 107,991 | 3,544 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 109,536 | 3,513 | 0.17% | 0.16% | 49 | +12,125 | 12.45% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 104,309 | 3,423 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 96,874 | 3,179 | 0.66% | 0.66% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 86,072 | 2,824 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 85,602 | 2,809 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bulwark Capital Corp | History | Added to | 85,023 | 2,727 | 1.44% | 1.55% | 54 | +1,139 | 1.36% | Q3 2026 | Oct 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 80,689 | 2,706 | 0.04% | 0.04% | 55 | +6,055 | 8.11% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Added to | 78,801 | 2,527 | 0.0% | 0.0% | 56 | +3,149 | 4.16% | Q3 2026 | Oct 21, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 76,206 | 2,444 | 1.37% | 1.48% | 57 | +1,372 | 1.83% | Q3 2026 | Oct 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 63,562 | 2,086 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 56,875 | 1,866 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Worthington Financial Partners, LLC | History | Added to | 57,196 | 1,834 | 1.55% | 1.51% | 60 | +1,500 | 2.69% | Q3 2026 | Oct 13, 2026 |
| Junk Investment Group, LLC | History | Added to | 55,295 | 1,773 | 0.73% | 0.76% | 61 | +2,884 | 5.5% | Q3 2026 | Oct 19, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 54,004 | 1,732 | 0.38% | 0.39% | 62 | +527 | 0.99% | Q3 2026 | Oct 16, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 53,945 | 1,730 | 0.49% | 0.55% | 63 | -4,828 | -8.21% | Q3 2026 | Oct 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 51,146 | 1,678 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 50,965 | 1,634 | 0.02% | 0.02% | 65 | -498 | -0.97% | Q3 2026 | Oct 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 50,344 | 1,615 | 0.05% | 0.06% | 66 | -6,860 | -11.99% | Q3 2026 | Nov 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 47,247 | 1,550 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CGN Advisors LLC | History | Added to | 46,907 | 1,504 | 0.12% | 0.11% | 68 | +1,772 | 3.93% | Q3 2026 | Oct 21, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 45,908 | 1,472 | 0.81% | — | 69 | +45,908 | New | Q3 2026 | Oct 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 45,388 | 1,456 | 0.39% | 0.37% | 70 | +2,371 | 5.51% | Q3 2026 | Oct 02, 2026 |
| Continuum Advisory, LLC | History | No change | 44,334 | 1,455 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 43,857 | 1,439 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 40,088 | 1,315 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 39,274 | 1,259 | 0.01% | 0.01% | 74 | -3,593 | -8.38% | Q3 2026 | Oct 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 36,883 | 1,210 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Sep 23, 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 | No change | 32,868 | 1,078 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 34,505 | 1,074 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 30,462 | 949 | 0.02% | 0.03% | 79 | -11,045 | -26.61% | Q3 2026 | Oct 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 27,416 | 879 | 0.0% | 0.0% | 80 | +1,246 | 4.76% | Q3 2026 | Oct 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,461 | 848 | 0.0% | 0.0% | 81 | +7,964 | 43.06% | Q3 2026 | Oct 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 26,290 | 843 | 0.0% | 0.0% | 82 | +2,656 | 11.24% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 24,850 | 815 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 24,457 | 802 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 23,138 | 759 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 23,188 | 743 | 0.04% | 0.02% | 86 | +11,688 | 101.63% | Q3 2026 | Nov 05, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 22,236 | 713 | 0.31% | 0.38% | 87 | -2,919 | -11.6% | Q3 2026 | Oct 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 20,862 | 669 | 0.28% | 0.27% | 88 | +2,075 | 11.04% | Q3 2026 | Oct 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,972 | 655 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,274 | 650 | 0.01% | 0.01% | 90 | +236 | 1.18% | Q3 2026 | Oct 13, 2026 |
| Capital Analysts, LLC | History | No change | 19,789 | 649 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 19,487 | 639 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 18,975 | 622 | 0.15% | 0.15% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 18,194 | 597 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 17,760 | 569 | 0.18% | 0.16% | 95 | +3,808 | 27.29% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 17,665 | 566 | 0.0% | 0.0% | 96 | +6,841 | 63.2% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,516 | 542 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 16,036 | 528 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 16,041 | 526 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 16,120 | 517 | 0.06% | 0.02% | 100 | +9,705 | 151.29% | Q3 2026 | Oct 26, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 16,125 | 517 | 0.29% | 0.33% | 101 | -1,540 | -8.72% | Q3 2026 | Oct 08, 2026 |
| Aspire Growth Partners LLC | History | No change | 15,653 | 513 | 0.3% | 0.3% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,788 | 506 | 0.0% | 0.0% | 103 | +4,767 | 43.25% | Q3 2026 | Oct 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 15,656 | 502 | 0.02% | 0.03% | 104 | -798 | -4.85% | Q3 2026 | Oct 16, 2026 |
| KINTRA WEALTH, LLC | History | No change | 14,272 | 482 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 14,286 | 460 | 0.11% | — | 106 | +14,286 | New | Q3 2026 | Nov 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,603 | 413 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 12,869 | 412 | 0.01% | 0.01% | 108 | +1,280 | 11.04% | Q3 2026 | Oct 23, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 12,704 | 407 | 0.14% | 0.15% | 109 | -131 | -1.02% | Q3 2026 | Oct 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 12,244 | 401 | 0.22% | 0.22% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,554 | 370 | 0.01% | 0.0% | 111 | +3,658 | 46.33% | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,300 | 362 | 0.0% | 0.0% | 112 | +900 | 8.65% | Q3 2026 | Oct 23, 2026 |
| Capital Investment Management, Inc. | History | No change | 10,916 | 358 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 10,770 | 353 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENLEAF TRUST | History | New | 10,944 | 351 | 0.0% | — | 115 | +10,944 | New | Q3 2026 | Oct 29, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 10,564 | 346 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,205 | 327 | 0.0% | 0.0% | 117 | +132 | 1.31% | Q3 2026 | Oct 26, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 9,716 | 318 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,847 | 316 | 0.01% | 0.01% | 119 | +170 | 1.76% | Q3 2026 | Oct 22, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 9,771 | 313 | 0.16% | 0.17% | 120 | +62 | 0.64% | Q3 2026 | Oct 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,508 | 312 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 9,283 | 304 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 9,185 | 301 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triune Financial Partners, LLC | History | Added to | 9,169 | 294 | 0.06% | 0.06% | 124 | +33 | 0.36% | Q3 2026 | Nov 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 8,702 | 279 | 0.06% | 0.1% | 125 | -4,613 | -34.65% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,995 | 262 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MGO ONE SEVEN LLC | History | New | 7,784 | 249 | 0.0% | — | 127 | +7,784 | New | Q3 2026 | Oct 28, 2026 |
| GWN SECURITIES INC. | History | No change | 7,369 | 241 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 7,441 | 238 | 0.01% | 0.01% | 129 | +27 | 0.36% | Q3 2026 | Oct 29, 2026 |
| SITTNER & NELSON, LLC | History | No change | 7,240 | 237 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 7,331 | 235 | 0.01% | 0.01% | 131 | +26 | 0.36% | Q3 2026 | Nov 04, 2026 |
| Virtu Financial LLC | History | No change | 6,873 | 226 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | New | 7,041 | 225 | 0.01% | — | 133 | +7,041 | New | Q3 2026 | Oct 29, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 6,962 | 223 | 0.17% | 0.19% | 134 | +38 | 0.55% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,698 | 214 | 0.0% | 0.0% | 135 | -44 | -0.65% | Q3 2026 | Nov 05, 2026 |
| LongView Wealth Management | History | Reduced | 6,601 | 211 | 0.05% | 0.09% | 136 | -3,644 | -35.57% | Q3 2026 | Oct 19, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,358 | 208 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 6,332 | 203 | 0.07% | 0.07% | 138 | +113 | 1.82% | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,372 | 176 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,463 | 143 | 0.0% | 0.0% | 140 | -46 | -1.02% | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 4,218 | 138 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,912 | 125 | 0.01% | 0.01% | 142 | +339 | 9.49% | Q3 2026 | Oct 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,777 | 121 | 0.03% | 0.04% | 143 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,432 | 78 | 0.0% | 0.0% | 144 | +309 | 14.55% | Q3 2026 | Nov 04, 2026 |
| IFG Advisory, LLC | History | No change | 2,203 | 72 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,120 | 69 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Equity Partners, LLC | History | New | 2,119 | 67 | 0.02% | — | 147 | +2,119 | New | Q3 2026 | Oct 29, 2026 |
| IAG Wealth Partners, LLC | History | No change | 2,038 | 66 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harborfront Financial Group LLC | History | No change | 2,000 | 65 | 0.25% | 0.25% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,779 | 57 | 0.0% | 0.0% | 150 | -599 | -25.19% | Q3 2026 | Oct 08, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,585 | 50 | 0.02% | 0.02% | 151 | +724 | 84.09% | Q3 2026 | Nov 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,450 | 46 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,324 | 42 | 0.0% | 0.0% | 153 | +236 | 21.69% | Q3 2026 | Oct 08, 2026 |
| Latitude Advisors, LLC | History | New | 970 | 31 | 0.01% | — | 154 | +970 | New | Q3 2026 | Oct 27, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 930 | 30 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 831 | 27 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 828 | 27 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 700 | 22 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 540 | 17 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | New | 449 | 14 | 0.0% | — | 160 | +449 | New | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 400 | 13 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 235 | 7 | 0.0% | 0.0% | 162 | +30 | 14.63% | Q3 2026 | Oct 16, 2026 |
| Allworth Financial LP | History | No change | 107 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 79 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| IFS Advisors, LLC | History | New | 61 | 1 | 0.0% | — | 166 | +61 | New | Q3 2026 | Oct 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 45 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWB Wealth | History | Closed out | 0 | 0 | — | 0.07% | — | -23,272 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,453 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2026 | Oct 02, 2026 |