Capital Group Dividend Growers ETF - CGDG
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 | 17,275,896 | 620,204 | 0.15% | 0.1% | 1 | +19,954 | 0.12% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 11,389,368 | 408,878 | 0.11% | 0.09% | 2 | +1,738,255 | 18.01% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,760,802 | 386,312 | 0.1% | 0.1% | 3 | +1,476,949 | 15.91% | Q1 2026 | May 04, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 5,937,518 | 213,156 | 3.59% | 2.94% | 4 | +756,742 | 14.61% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,099,401 | 183,068 | 0.06% | 0.05% | 5 | +940,144 | 22.6% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,414,221 | 158,470 | 0.03% | 0.02% | 6 | +1,658,636 | 60.19% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 4,047,217 | 145,295 | 0.01% | 0.01% | 7 | +1,215,388 | 42.92% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 3,870,449 | 138,949 | 0.15% | 0.13% | 8 | +648,834 | 20.14% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,597,678 | 93,258 | 0.02% | 0.01% | 9 | +266,980 | 11.45% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,331,996 | 83,718 | 0.12% | 0.1% | 10 | +215,574 | 10.19% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,079,344 | 74,648 | 0.89% | 0.32% | 11 | +1,352,510 | 186.08% | Q1 2026 | May 01, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,056,892 | 73,842 | 2.86% | 2.9% | 12 | +92,811 | 4.73% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,587,222 | 56,981 | 0.15% | 0.13% | 13 | +256,719 | 19.29% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,545,603 | 55,487 | 0.15% | 0.13% | 14 | +29,324 | 1.93% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,551,074 | 54,520 | 0.03% | 0.02% | 15 | +484,904 | 45.48% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,238,840 | 44,474 | 0.01% | 0.01% | 16 | +278,840 | 29.05% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,202,374 | 43,169 | 0.06% | 0.05% | 17 | +194,073 | 19.25% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,188,191 | 42,656 | 0.04% | 0.03% | 18 | +317,794 | 36.51% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 1,130,011 | 40,567 | 0.01% | 0.01% | 19 | +199,205 | 21.4% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 924,317 | 33,182 | 0.33% | 0.29% | 20 | +180,714 | 24.3% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 826,492 | 29,671 | 0.14% | 0.13% | 21 | +39,218 | 4.98% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 799,288 | 28,694 | 0.02% | 0.02% | 22 | -33,405 | -4.01% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 790,074 | 28,363 | 0.03% | 0.02% | 23 | +202,140 | 34.38% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 753,833 | 27,063 | 0.07% | 0.04% | 24 | +225,460 | 42.67% | Q1 2026 | Apr 22, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 676,165 | 24,307 | 5.47% | 4.7% | 25 | +112,824 | 20.03% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 660,932 | 23,727 | 1.24% | 1.17% | 26 | +64,840 | 10.88% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 642,485 | 23,081 | 0.11% | 0.1% | 27 | +116,664 | 22.19% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 625,780 | 22,465 | 0.05% | 0.04% | 28 | +61,058 | 10.81% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 548,627 | 19,695 | 0.22% | 0.22% | 29 | +82,904 | 17.8% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 451,318 | 16,202 | 0.0% | — | 30 | +451,318 | New | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 424,066 | 15,231 | 1.64% | 1.57% | 31 | +9,543 | 2.3% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 397,851 | 14,040 | 0.51% | 0.52% | 32 | +12,357 | 3.21% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 364,196 | 13,074 | 0.2% | 0.19% | 33 | +99,452 | 37.57% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 348,655 | 12,582 | 0.03% | 0.01% | 34 | +176,140 | 102.1% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 345,917 | 12,418 | 0.02% | 0.01% | 35 | +58,484 | 20.35% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 338,371 | 12,147 | 0.0% | 0.0% | 36 | +285,541 | 540.49% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 317,362 | 11,393 | 0.04% | 0.02% | 37 | +165,792 | 109.38% | Q1 2026 | Apr 30, 2026 |
| RM Financial Services, LLC | History | Reduced | 307,640 | 11,044 | 9.52% | 9.74% | 38 | -300 | -0.1% | Q1 2026 | May 14, 2026 |
| Compton Financial Group, LLC | History | Added to | 299,323 | 10,745 | 2.37% | 0.12% | 39 | +284,856 | 1969.01% | Q1 2026 | Apr 28, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 297,169 | 10,668 | 11.31% | 10.85% | 40 | +12,670 | 4.45% | Q1 2026 | Apr 10, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 286,127 | 10,655 | 3.13% | 3.15% | 41 | +3,766 | 1.33% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 291,513 | 10,465 | 0.08% | 0.09% | 42 | +69,394 | 31.24% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 276,053 | 9,910 | 0.08% | 0.07% | 43 | +16,629 | 6.41% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 270,074 | 9,695 | 0.38% | 0.22% | 44 | +215,740 | 397.06% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 244,580 | 8,780 | 0.1% | 0.09% | 45 | +26,820 | 12.32% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 232,082 | 8,330 | 0.01% | 0.02% | 46 | +10,147 | 4.57% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 225,044 | 8,079 | 0.09% | 0.18% | 47 | -211,126 | -48.4% | Q1 2026 | Apr 20, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 222,399 | 7,984 | 4.47% | 4.22% | 48 | +13,623 | 6.53% | Q1 2026 | Apr 16, 2026 |
| Entruity Wealth, LLC | History | Added to | 216,837 | 7,784 | 5.28% | 5.07% | 49 | +17,351 | 8.7% | Q1 2026 | May 08, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 210,626 | 7,561 | 0.29% | 8.12% | 50 | -5,163,319 | -96.08% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 206,457 | 7,411 | 0.1% | 0.07% | 51 | +61,105 | 42.04% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 201,990 | 7,251 | 0.05% | 0.06% | 52 | +3,277 | 1.65% | Q1 2026 | Apr 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 189,803 | 6,813 | 0.17% | 0.16% | 53 | +16,781 | 9.7% | Q1 2026 | Apr 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 187,357 | 6,726 | 0.11% | 0.09% | 54 | +43,787 | 30.5% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 187,036 | 6,714 | 0.04% | 0.02% | 55 | -481 | -0.26% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 178,900 | 6,422 | 1.16% | 1.11% | 56 | +13,139 | 7.93% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 176,078 | 6,321 | 0.07% | 0.07% | 57 | +11,950 | 7.28% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 171,022 | 6,139 | 0.03% | 0.02% | 58 | +56,766 | 49.68% | Q1 2026 | May 08, 2026 |
| NavPoint Financial, Inc. | History | Added to | 161,369 | 5,793 | 2.34% | 2.03% | 59 | +27,762 | 20.78% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 148,300 | 5,498 | 0.31% | 0.3% | 60 | +4,722 | 3.29% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 146,603 | 5,263 | 0.01% | 0.01% | 61 | -24,072 | -14.1% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 144,929 | 5,165 | 0.03% | 0.02% | 62 | +60,535 | 71.73% | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 143,026 | 5,134 | 2.25% | 2.38% | 63 | -16,042 | -10.08% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 139,407 | 5,004 | 0.03% | 0.03% | 64 | +2,719 | 1.99% | Q1 2026 | May 05, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 139,160 | 4,979 | 1.38% | 1.47% | 65 | -965 | -0.69% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 135,000 | 4,846 | 0.07% | 0.06% | 66 | +17,895 | 15.28% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 134,148 | 4,815 | 0.27% | 0.13% | 67 | +104,027 | 345.36% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 132,755 | 4,766 | 0.23% | 0.21% | 68 | +2,785 | 2.14% | Q1 2026 | May 18, 2026 |
| BNB Wealth Management, LLC | History | Added to | 122,655 | 4,403 | 2.83% | 2.6% | 69 | +9,188 | 8.1% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 122,302 | 4,390 | 0.32% | — | 70 | +122,302 | New | Q1 2026 | Apr 20, 2026 |
| LongView Wealth Management | History | Added to | 116,955 | 4,361 | 1.1% | 1.02% | 71 | +2,016 | 1.75% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 116,581 | 4,185 | 0.04% | — | 72 | +116,581 | New | Q1 2026 | May 12, 2026 |
| Shira Ridge Wealth Management | History | Added to | 112,023 | 4,021 | 1.59% | 0.96% | 73 | +45,048 | 67.26% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 110,951 | 3,983 | 0.0% | — | 74 | +110,951 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 110,107 | 3,952 | 0.0% | 0.0% | 75 | +8,834 | 8.72% | Q1 2026 | May 14, 2026 |
| National Wealth Management Group, LLC | History | Added to | 108,087 | 3,880 | 1.45% | 1.23% | 76 | +8,659 | 8.71% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 106,143 | 3,810 | 0.05% | 0.05% | 77 | +409 | 0.39% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 102,398 | 3,676 | 0.02% | 0.02% | 78 | +17,524 | 20.65% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 95,298 | 3,421 | 0.06% | 0.03% | 79 | +47,611 | 99.84% | Q1 2026 | Apr 27, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 93,353 | 3,351 | 0.41% | 0.39% | 80 | +2,334 | 2.56% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 90,734 | 3,257 | 0.13% | 0.12% | 81 | +3,884 | 4.47% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | New | 89,871 | 3,226 | 0.05% | — | 82 | +89,871 | New | Q1 2026 | May 18, 2026 |
| Merited Wealth, LLC | History | Added to | 88,108 | 3,163 | 2.62% | 2.73% | 83 | +5,354 | 6.47% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 87,120 | 3,127 | 0.06% | 0.02% | 84 | +62,036 | 247.31% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 86,922 | 3,120 | 0.0% | 0.0% | 85 | +5,070 | 6.19% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 86,491 | 3,105 | 0.01% | — | 86 | +86,491 | New | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 85,521 | 3,070 | 0.17% | 0.16% | 87 | +5,875 | 7.38% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 82,770 | 2,971 | 0.12% | — | 88 | +82,770 | New | Q1 2026 | May 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 81,789 | 2,947 | 0.85% | 0.79% | 89 | +4,166 | 5.37% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 81,690 | 2,932 | 0.1% | 0.09% | 90 | +3,750 | 4.81% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 81,625 | 2,930 | 0.05% | 0.08% | 91 | -54,301 | -39.95% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 75,490 | 2,710 | 0.01% | 0.01% | 92 | -8,221 | -9.82% | Q1 2026 | May 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 75,046 | 2,694 | 1.21% | 1.11% | 93 | +6,548 | 9.56% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 75,210 | 2,680 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 73,785 | 2,629 | 0.2% | 0.2% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 66,145 | 2,374 | 0.55% | 0.54% | 96 | +282 | 0.43% | Q1 2026 | Apr 28, 2026 |
| MFA Wealth Services | History | Added to | 65,653 | 2,356 | 1.56% | 0.96% | 97 | +25,642 | 64.09% | Q1 2026 | Apr 21, 2026 |
| Sovran Advisors, LLC | History | Added to | 62,741 | 2,344 | 0.18% | 0.2% | 98 | +259 | 0.41% | Q1 2026 | May 01, 2026 |
| Quadrature Capital Ltd | History | New | 61,948 | 2,223 | 0.03% | — | 99 | +61,948 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 61,770 | 2,218 | 0.0% | 0.0% | 100 | +22,974 | 59.22% | Q1 2026 | May 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 61,208 | 2,197 | 0.86% | 0.79% | 101 | +4,550 | 8.03% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 59,274 | 2,128 | 0.02% | 0.02% | 102 | +5,309 | 9.84% | Q1 2026 | Apr 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 58,097 | 2,085 | 0.03% | 0.03% | 103 | +1,300 | 2.29% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 57,337 | 2,058 | 0.04% | 0.03% | 104 | +5,910 | 11.49% | Q1 2026 | May 07, 2026 |
| Nautilus Advisors LLC | History | Added to | 55,569 | 1,994 | 1.37% | 1.28% | 105 | +722 | 1.32% | Q1 2026 | Apr 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 55,081 | 1,977 | 0.07% | 0.08% | 106 | -1,204 | -2.14% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 54,858 | 1,969 | 0.2% | 0.18% | 107 | +7,560 | 15.98% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 54,720 | 1,964 | 0.29% | 0.26% | 108 | +7,422 | 15.69% | Q1 2026 | May 11, 2026 |
| Latitude Advisors, LLC | History | Added to | 53,638 | 1,925 | 0.88% | 0.57% | 109 | +17,300 | 47.61% | Q1 2026 | Apr 27, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 53,031 | 1,903 | 0.49% | 0.5% | 110 | +1,145 | 2.21% | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 51,704 | 1,856 | 0.12% | 0.1% | 111 | +8,051 | 18.44% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 49,465 | 1,775 | 0.04% | 0.04% | 112 | +2,378 | 5.05% | Q1 2026 | May 04, 2026 |
| CLG LLC | History | Added to | 48,098 | 1,726 | 0.43% | 0.34% | 113 | +9,319 | 24.03% | Q1 2026 | May 14, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 47,951 | 1,721 | 0.71% | 0.57% | 114 | +7,303 | 17.97% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Reduced | 47,879 | 1,718 | 0.03% | 0.1% | 115 | -94,547 | -66.38% | Q1 2026 | Apr 17, 2026 |
| PFG Advisors | History | Added to | 46,077 | 1,654 | 0.08% | 0.08% | 116 | +921 | 2.04% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 44,975 | 1,614 | 0.03% | 0.03% | 117 | +8,445 | 23.12% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 44,316 | 1,590 | 0.01% | 0.0% | 118 | +14,777 | 50.03% | Q1 2026 | May 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 44,116 | 1,583 | 0.02% | — | 119 | +44,116 | New | Q1 2026 | Apr 13, 2026 |
| LifeGoal Investments, LLC | History | Added to | 43,596 | 1,572 | 0.9% | 1.03% | 120 | +56 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 43,688 | 1,557 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 42,918 | 1,540 | 0.02% | 0.02% | 122 | +16,519 | 62.57% | Q1 2026 | Apr 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 41,782 | 1,499 | 0.4% | 0.4% | 123 | +1,358 | 3.36% | Q1 2026 | May 14, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 39,502 | 1,473 | 0.61% | 0.66% | 124 | -127 | -0.32% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Added to | 40,763 | 1,466 | 0.04% | 0.03% | 125 | +10,553 | 34.93% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,598 | 1,421 | 0.0% | 0.0% | 126 | +6,493 | 19.61% | Q1 2026 | May 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 37,584 | 1,349 | 0.04% | 0.06% | 127 | -8,398 | -18.26% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 36,987 | 1,328 | 0.04% | 0.04% | 128 | -469 | -1.25% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 36,689 | 1,317 | 0.0% | 0.0% | 129 | +3,688 | 11.18% | Q1 2026 | May 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 36,147 | 1,240 | 0.47% | 0.46% | 130 | +1,871 | 5.46% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 34,268 | 1,230 | 0.02% | 0.01% | 131 | +2,980 | 9.52% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Management, Inc. | History | Added to | 34,253 | 1,229 | 0.42% | 0.38% | 132 | +3,934 | 12.98% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 33,113 | 1,188 | 0.07% | 0.06% | 133 | +3,286 | 11.02% | Q1 2026 | Apr 30, 2026 |
| Aspire Growth Partners LLC | History | Added to | 32,026 | 1,149 | 0.79% | 0.65% | 134 | +5,641 | 21.38% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 31,907 | 1,145 | 0.01% | 0.01% | 136 | +4,259 | 15.4% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 31,775 | 1,145 | 0.01% | 0.02% | 135 | +123 | 0.39% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 30,987 | 1,112 | 0.02% | 0.03% | 137 | -3,615 | -10.45% | Q1 2026 | May 15, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 30,998 | 1,112 | 0.53% | 0.5% | 138 | +1,559 | 5.3% | Q1 2026 | Apr 15, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 30,837 | 1,107 | 0.57% | 0.27% | 139 | +16,489 | 114.92% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 30,078 | 1,079 | 0.03% | 0.03% | 140 | +345 | 1.16% | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 29,045 | 1,046 | 0.09% | 0.04% | 141 | +15,011 | 106.96% | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 28,365 | 1,018 | 0.15% | 0.08% | 142 | +13,527 | 91.16% | Q1 2026 | Apr 29, 2026 |
| VICUS CAPITAL | History | Added to | 27,735 | 995 | 0.07% | 0.06% | 143 | +4,765 | 20.74% | Q1 2026 | Apr 22, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 24,824 | 915 | 0.19% | 0.17% | 144 | +5,225 | 26.66% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 24,863 | 892 | 0.04% | 0.03% | 145 | +5,459 | 28.13% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,620 | 868 | 0.0% | 0.0% | 146 | +19,016 | 339.33% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 24,000 | 855 | 0.15% | 0.15% | 147 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 23,084 | 828 | 0.07% | 0.06% | 148 | +8,072 | 53.77% | Q1 2026 | May 12, 2026 |
| WealthSpring Partners, LLC | History | New | 22,902 | 822 | 0.75% | — | 149 | +22,902 | New | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 22,635 | 812 | 0.0% | 0.0% | 150 | +789 | 3.61% | Q1 2026 | May 14, 2026 |
| Security Financial Services, INC. | History | No change | 22,571 | 804 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 22,389 | 803 | 0.15% | 0.12% | 153 | +5,464 | 32.28% | Q1 2026 | May 14, 2026 |
| Lincoln Capital LLC | History | Added to | 22,446 | 803 | 0.15% | 0.13% | 154 | +2,005 | 9.81% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,395 | 803 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 21,996 | 789 | 0.02% | 0.01% | 155 | +8,209 | 59.54% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21,851 | 787 | 0.01% | 0.01% | 156 | -10,840 | -33.16% | Q1 2026 | Apr 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 20,423 | 750 | 0.01% | — | 158 | +20,423 | New | Q1 2026 | May 01, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 20,904 | 750 | 0.5% | 0.36% | 157 | +5,820 | 38.58% | Q1 2026 | Apr 08, 2026 |
| Capital Analysts, LLC | History | Added to | 20,609 | 739 | 0.02% | 0.01% | 159 | +12,774 | 163.04% | Q1 2026 | May 14, 2026 |
| Financial Council, LLC | History | Added to | 20,350 | 730 | 0.28% | 0.2% | 160 | +6,133 | 43.14% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 19,290 | 692 | 0.11% | 0.09% | 161 | +3,265 | 20.37% | Q1 2026 | May 04, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 19,064 | 684 | 0.42% | 0.36% | 162 | +3,130 | 19.64% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 18,923 | 679 | 0.01% | 0.0% | 163 | +12,027 | 174.41% | Q1 2026 | May 05, 2026 |
| January Capital Advisors LLC | History | New | 18,728 | 672 | 0.91% | — | 164 | +18,728 | New | Q1 2026 | May 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,677 | 670 | 0.06% | 0.04% | 165 | +5,328 | 39.91% | Q1 2026 | Apr 30, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 18,489 | 663 | 0.02% | 0.02% | 166 | +3,645 | 24.56% | Q1 2026 | Apr 27, 2026 |
| Junk Investment Group, LLC | History | New | 18,454 | 662 | 0.35% | — | 167 | +18,454 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | No change | 18,385 | 660 | 0.22% | 0.23% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 18,115 | 650 | 0.01% | 0.01% | 169 | +7,988 | 78.88% | Q1 2026 | Apr 21, 2026 |
| KINTRA WEALTH, LLC | History | New | 18,086 | 649 | 0.05% | — | 170 | +18,086 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,006 | 646 | 0.01% | 0.01% | 171 | -688 | -3.68% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Reduced | 17,858 | 641 | 0.02% | 0.02% | 172 | -80 | -0.45% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Reduced | 17,039 | 635 | 0.02% | 0.07% | 173 | -26,745 | -61.08% | Q1 2026 | May 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 17,470 | 627 | 0.36% | 0.31% | 175 | -1,044 | -5.64% | Q1 2026 | May 04, 2026 |
| Summit Global Investments | History | Added to | 17,452 | 627 | 0.04% | 0.04% | 174 | +317 | 1.85% | Q1 2026 | May 07, 2026 |
| Signature Wealth Management Group | History | Reduced | 17,392 | 624 | 0.24% | 0.26% | 176 | -688 | -3.81% | Q1 2026 | Apr 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,383 | 590 | 0.02% | 0.01% | 177 | +4,693 | 40.15% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 16,200 | 581 | 0.0% | 0.0% | 178 | -13,200 | -44.9% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 15,551 | 558 | 0.22% | 0.22% | 179 | +98 | 0.63% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | New | 15,413 | 553 | 0.0% | — | 180 | +15,413 | New | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 15,298 | 549 | 0.05% | 0.06% | 181 | -604 | -3.8% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,161 | 546 | 0.04% | 0.04% | 182 | -45 | -0.3% | Q1 2026 | May 01, 2026 |
| Vantus Wealth LLC | History | No change | 14,993 | 534 | 0.39% | 0.39% | 183 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 14,638 | 525 | 0.03% | 0.02% | 184 | +7,051 | 92.94% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,585 | 523 | 0.02% | — | 187 | +14,585 | New | Q1 2026 | Apr 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 14,586 | 523 | 0.0% | 0.0% | 185 | +6,015 | 70.18% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,581 | 523 | 0.01% | 0.01% | 186 | -621 | -4.08% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 14,304 | 513 | 0.01% | 0.01% | 188 | +1,175 | 8.95% | Q1 2026 | Apr 13, 2026 |
| Intrua Financial, LLC | History | Added to | 14,244 | 511 | 0.05% | 0.04% | 189 | +4,563 | 47.13% | Q1 2026 | Apr 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 13,390 | 482 | 0.06% | — | 190 | +13,390 | New | Q1 2026 | Apr 27, 2026 |
| Berger Financial Group, Inc | History | Added to | 13,161 | 472 | 0.03% | 0.03% | 191 | +210 | 1.62% | Q1 2026 | Apr 28, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 13,132 | 471 | 0.17% | 0.16% | 192 | +1,182 | 9.89% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,888 | 462 | 0.04% | 0.03% | 193 | +3,536 | 37.81% | Q1 2026 | Apr 08, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 12,848 | 461 | 0.45% | 0.49% | 194 | -8,921 | -40.98% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 12,310 | 441 | 0.01% | 0.24% | 195 | -264,850 | -95.56% | Q1 2026 | Apr 29, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 11,298 | 420 | 0.4% | 0.84% | 196 | -6,613 | -36.92% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 11,413 | 409 | 0.0% | — | 197 | +11,413 | New | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 11,154 | 400 | 0.01% | 0.01% | 198 | +2,107 | 23.29% | Q1 2026 | Apr 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 11,147 | 400 | 0.04% | 0.05% | 199 | +1,096 | 10.9% | Q1 2026 | Apr 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 11,075 | 397 | 0.03% | 0.03% | 200 | +40 | 0.36% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,917 | 391 | 0.02% | 0.01% | 201 | +2,445 | 28.86% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 10,744 | 385 | 0.14% | 0.01% | 202 | +9,734 | 963.76% | Q1 2026 | May 11, 2026 |
| VestGen Investment Management | History | Reduced | 10,520 | 377 | 0.21% | 0.22% | 203 | -530 | -4.8% | Q1 2026 | May 12, 2026 |
| Beacon Financial Advisory LLC | History | New | 10,408 | 373 | 0.08% | — | 204 | +10,408 | New | Q1 2026 | Apr 27, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 10,307 | 370 | 0.08% | 0.08% | 205 | -1 | -0.01% | Q1 2026 | May 08, 2026 |
| Saxony Capital Management, LLC | History | New | 10,257 | 368 | 0.21% | — | 206 | +10,257 | New | Q1 2026 | Apr 24, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 9,802 | 351 | 0.13% | 0.11% | 207 | +1,963 | 25.04% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Added to | 9,742 | 349 | 0.06% | 0.05% | 208 | +2,056 | 26.75% | Q1 2026 | Apr 16, 2026 |
| Carson Advisory Inc. | History | New | 9,191 | 329 | 0.17% | — | 209 | +9,191 | New | Q1 2026 | May 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 9,130 | 327 | 0.1% | — | 210 | +9,130 | New | Q1 2026 | Apr 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 8,764 | 314 | 0.16% | 0.02% | 211 | +7,726 | 744.32% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 8,364 | 300 | 0.01% | 0.01% | 212 | -104 | -1.23% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 8,342 | 299 | 0.08% | 0.09% | 213 | -179 | -2.1% | Q1 2026 | Apr 08, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 8,200 | 294 | 0.11% | — | 214 | +8,200 | New | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 8,023 | 288 | 0.01% | 0.0% | 215 | +5,068 | 171.51% | Q1 2026 | May 13, 2026 |
| Whelan Financial | History | No change | 8,000 | 287 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Concorde Asset Management, LLC | History | No change | 7,944 | 283 | 0.11% | 0.11% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Leo H. Evart, Inc. | History | New | 7,834 | 281 | 0.24% | — | 218 | +7,834 | New | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,480 | 268 | 0.01% | 0.01% | 219 | -673 | -8.25% | Q1 2026 | May 14, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 7,350 | 263 | 0.08% | 0.09% | 220 | -401 | -5.17% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 7,227 | 259 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,152 | 256 | 0.0% | 0.01% | 222 | -2,014 | -21.97% | Q1 2026 | Apr 14, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 7,000 | 251 | 0.19% | 0.2% | 223 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 7,000 | 249 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 6,820 | 244 | 0.09% | 0.09% | 225 | -24 | -0.35% | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | New | 6,773 | 243 | 0.17% | — | 226 | +6,773 | New | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,720 | 241 | 0.01% | 0.01% | 227 | +325 | 5.08% | Q1 2026 | Apr 23, 2026 |
| XTX Topco Ltd | History | New | 6,522 | 234 | 0.0% | — | 228 | +6,522 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,171 | 222 | 0.01% | 0.01% | 229 | +559 | 9.96% | Q1 2026 | May 12, 2026 |
| Vigil Wealth Management, LLC | History | No change | 6,131 | 220 | 0.18% | 0.18% | 230 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Armstrong, Fleming & Moore, Inc | History | New | 6,084 | 218 | 0.09% | — | 231 | +6,084 | New | Q1 2026 | Apr 13, 2026 |
| TCP Asset Management, LLC | History | No change | 6,026 | 216 | 0.03% | 0.04% | 232 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 5,972 | 214 | 0.04% | 0.05% | 233 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 5,884 | 211 | 0.18% | — | 235 | +5,884 | New | Q1 2026 | Apr 17, 2026 |
| Synergy Financial Group, LTD | History | No change | 5,885 | 211 | 0.16% | 0.15% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,873 | 210 | 0.0% | 0.0% | 236 | -41 | -0.69% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | New | 5,767 | 207 | 0.0% | — | 237 | +5,767 | New | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 5,651 | 202 | 0.0% | 0.0% | 239 | +347 | 6.54% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,646 | 202 | 0.01% | 0.01% | 238 | -267 | -4.52% | Q1 2026 | Apr 13, 2026 |
| KOM Wealth Management Group, LLC | History | New | 5,612 | 201 | 0.14% | — | 240 | +5,612 | New | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,786 | 171 | 0.01% | 0.01% | 241 | +550 | 12.98% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 4,674 | 167 | 0.0% | — | 242 | +4,674 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 3,650 | 131 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 3,518 | 126 | 0.0% | — | 244 | +3,518 | New | Q1 2026 | May 19, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,166 | 113 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 3,077 | 110 | 0.09% | 0.09% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,698 | 96 | 0.01% | 0.01% | 247 | +398 | 17.3% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 2,638 | 94 | 0.02% | 0.02% | 248 | +400 | 17.87% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,884 | 67 | 0.02% | 0.02% | 249 | +68 | 3.74% | Q1 2026 | Apr 24, 2026 |
| MOTCO | History | New | 1,414 | 50 | 0.0% | — | 250 | +1,414 | New | Q1 2026 | Apr 22, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 1,400 | 50 | 0.01% | — | 251 | +1,400 | New | Q1 2026 | Apr 22, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,330 | 47 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,053 | 37 | 0.0% | 0.0% | 253 | -646 | -38.02% | Q1 2026 | Apr 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 885 | 31 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 785 | 28 | 0.0% | 0.0% | 255 | -158 | -16.76% | Q1 2026 | Apr 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 755 | 27 | 0.02% | 0.02% | 256 | +54 | 7.7% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 687 | 24 | 0.0% | — | 257 | +683 | 17075.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 696 | 24 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| POM Investment Strategies, LLC | History | New | 484 | 17 | 0.02% | — | 259 | +484 | New | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | New | 400 | 14 | 0.01% | — | 260 | +400 | New | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | New | 355 | 12 | 0.0% | — | 261 | +355 | New | Q1 2026 | Apr 29, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 257 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | No change | 274 | 9 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 262 | 9 | 0.0% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 157 | 5 | 0.0% | — | 265 | +157 | New | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | No change | 137 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | No change | 125 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Life Planners | History | New | 86 | 3 | 0.0% | — | 268 | +86 | New | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 67 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 78 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 3.73% | — | -764,106 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -245,048 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -81,488 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -34,748 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -25,847 | -100.0% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -22,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,278 | -100.0% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,167 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,281 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,618 | -100.0% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -8,107 | -100.0% | Q1 2026 | May 12, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -7,896 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,675 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,500 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,932 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,794 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,183 | -100.0% | Q1 2026 | May 15, 2026 |