Capital Group Dividend Growers ETF - CGDG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 17,255,942 | 615,001 | 0.1% | 0.1% | 1 | +140,767 | 0.82% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 9,651,113 | 343,965 | 0.09% | 0.08% | 2 | +1,929,512 | 24.99% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,283,853 | 330,876 | 0.1% | 0.08% | 3 | +1,247,043 | 15.52% | Q4 2025 | Feb 10, 2026 |
| Advance Capital Management, Inc. | History | Added to | 5,373,945 | 191,527 | 8.12% | 7.89% | 4 | +124,692 | 2.38% | Q4 2025 | Jan 06, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 5,180,776 | 184,642 | 2.94% | 2.73% | 5 | +461,101 | 9.77% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,159,257 | 148,235 | 0.05% | 0.04% | 6 | +612,090 | 17.26% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 3,221,615 | 114,818 | 0.13% | 0.11% | 7 | +502,355 | 18.47% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,831,829 | 100,926 | 0.01% | 0.01% | 8 | -765,302 | -21.28% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,755,585 | 98,209 | 0.02% | 0.01% | 9 | +1,635,584 | 146.03% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,330,698 | 83,066 | 0.01% | — | 10 | +2,330,698 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,116,422 | 75,429 | 0.1% | 0.08% | 11 | +257,087 | 13.83% | Q4 2025 | Feb 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,964,081 | 69,999 | 2.9% | 2.95% | 12 | +233,741 | 13.51% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,516,279 | 54,040 | 0.13% | 0.12% | 13 | +216,602 | 16.67% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,330,503 | 47,419 | 0.13% | 0.09% | 14 | +421,420 | 46.36% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,066,170 | 37,998 | 0.02% | 0.02% | 15 | +365,694 | 52.21% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,008,301 | 35,941 | 0.05% | 0.05% | 16 | +1,160 | 0.12% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 960,000 | 34,214 | 0.01% | 0.0% | 17 | +910,447 | 1837.32% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 930,806 | 33,173 | 0.01% | 0.0% | 18 | +148,596 | 19.0% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Added to | 870,397 | 31,021 | 0.03% | 0.02% | 19 | +311,282 | 55.67% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 832,693 | 29,677 | 0.02% | 0.02% | 20 | +76,634 | 10.14% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 787,274 | 28,058 | 0.13% | 0.1% | 21 | +228,122 | 40.8% | Q4 2025 | Feb 17, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 764,106 | 27,232 | 3.73% | 2.81% | 22 | +194,066 | 34.04% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 743,603 | 26,501 | 0.29% | 0.23% | 23 | +145,233 | 24.27% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 726,834 | 25,904 | 0.32% | 0.27% | 24 | +128,920 | 21.56% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 596,092 | 21,244 | 1.17% | 1.12% | 25 | +23,495 | 4.1% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 587,934 | 20,954 | 0.02% | 0.02% | 26 | +62,223 | 11.84% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 564,722 | 20,126 | 0.04% | 0.04% | 27 | +58,154 | 11.48% | Q4 2025 | Jan 23, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 563,341 | 20,077 | 4.7% | — | 28 | +563,341 | New | Q4 2025 | Mar 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 528,373 | 18,831 | 0.04% | 0.03% | 29 | +135,424 | 34.46% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 525,821 | 18,731 | 0.1% | 0.07% | 30 | +221,871 | 73.0% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 465,723 | 16,598 | 0.22% | 0.29% | 31 | +20,660 | 4.64% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 436,170 | 15,545 | 0.18% | 0.13% | 32 | +212,607 | 95.1% | Q4 2025 | Jan 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 414,523 | 14,773 | 1.57% | 1.53% | 33 | +7,617 | 1.87% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 385,494 | 13,819 | 0.52% | 0.81% | 34 | +6,443 | 1.7% | Q4 2025 | Feb 13, 2026 |
| RM Financial Services, LLC | History | New | 307,940 | 10,974 | 9.74% | — | 35 | +307,940 | New | Q4 2025 | Feb 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 282,361 | 10,681 | 3.15% | 3.22% | 36 | +1,053 | 0.37% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 287,433 | 10,244 | 0.01% | 0.01% | 37 | +28,846 | 11.16% | Q4 2025 | Feb 02, 2026 |
| Boyer Financial Services, Inc. | History | New | 284,499 | 10,230 | 10.85% | — | 38 | +284,499 | New | Q4 2025 | Jan 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 277,160 | 9,877 | 0.24% | 0.25% | 39 | +106 | 0.04% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 264,744 | 9,435 | 0.19% | 0.18% | 40 | +33,108 | 14.29% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 259,424 | 9,245 | 0.07% | 0.06% | 41 | +19,338 | 8.05% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 245,048 | 8,733 | 0.03% | 0.01% | 42 | +192,785 | 368.87% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 222,119 | 7,916 | 0.09% | 0.06% | 43 | +35,499 | 19.02% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 221,935 | 7,909 | 0.02% | 0.01% | 44 | +15,064 | 7.28% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 217,760 | 7,760 | 0.09% | 0.07% | 45 | +39,901 | 22.43% | Q4 2025 | Feb 06, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 208,776 | 7,440 | 4.22% | 4.07% | 46 | +13,039 | 6.66% | Q4 2025 | Feb 10, 2026 |
| Entruity Wealth, LLC | History | Added to | 199,486 | 7,109 | 5.07% | 4.97% | 47 | +14,734 | 7.98% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 198,713 | 7,082 | 0.06% | 0.06% | 48 | -280 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 187,517 | 6,683 | 0.02% | 0.02% | 49 | +20,346 | 12.17% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 172,515 | 6,272 | 0.01% | 0.01% | 50 | +31,526 | 22.36% | Q4 2025 | Jan 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 173,022 | 6,166 | 0.16% | 0.15% | 51 | +8,059 | 4.89% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 170,675 | 6,082 | 0.01% | 0.01% | 52 | +5,706 | 3.46% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 165,761 | 5,907 | 1.11% | 0.98% | 53 | +15,048 | 9.98% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 164,128 | 5,849 | 0.07% | 0.05% | 54 | +47,672 | 40.94% | Q4 2025 | Jan 20, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 159,068 | 5,669 | 2.38% | 2.13% | 55 | +15,394 | 10.71% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 151,570 | 5,401 | 0.02% | 0.02% | 56 | +21,327 | 16.37% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 145,352 | 5,180 | 0.07% | 0.06% | 57 | +40,080 | 38.07% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 143,578 | 5,117 | 0.3% | 0.27% | 58 | +26,901 | 23.06% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 143,570 | 5,116 | 0.09% | 0.08% | 59 | +11,129 | 8.4% | Q4 2025 | Jan 22, 2026 |
| RFG Advisory, LLC | History | Added to | 142,426 | 5,076 | 0.1% | 0.03% | 60 | +97,611 | 217.81% | Q4 2025 | Feb 03, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 140,125 | 5,038 | 1.47% | 1.58% | 61 | +326 | 0.23% | Q4 2025 | Jan 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 136,688 | 4,871 | 0.03% | 0.03% | 62 | +9,041 | 7.08% | Q4 2025 | Jan 29, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 135,926 | 4,844 | 0.08% | 0.13% | 63 | -26,399 | -16.26% | Q4 2025 | Feb 09, 2026 |
| NavPoint Financial, Inc. | History | Added to | 133,607 | 4,761 | 2.03% | 1.63% | 64 | +43,691 | 48.59% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 129,970 | 4,632 | 0.21% | 0.02% | 65 | +118,472 | 1030.37% | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Added to | 114,939 | 4,210 | 1.02% | 0.92% | 66 | +16,448 | 16.7% | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 117,105 | 4,173 | 0.06% | 0.05% | 67 | +33,061 | 39.34% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 114,256 | 4,072 | 0.02% | 0.02% | 68 | +31,830 | 38.62% | Q4 2025 | Feb 12, 2026 |
| BNB Wealth Management, LLC | History | New | 113,467 | 4,043 | 2.6% | — | 69 | +113,467 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 105,734 | 3,768 | 0.05% | 0.03% | 70 | +46,694 | 79.09% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 101,273 | 3,609 | 0.0% | 0.0% | 71 | +8,572 | 9.25% | Q4 2025 | Jan 30, 2026 |
| National Wealth Management Group, LLC | History | Added to | 99,428 | 3,543 | 1.23% | 0.1% | 72 | +91,599 | 1170.0% | Q4 2025 | Jan 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 91,019 | 3,243 | 0.39% | 0.36% | 73 | +8,955 | 10.91% | Q4 2025 | Jan 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 86,850 | 3,095 | 0.12% | 0.14% | 74 | +24,293 | 38.83% | Q4 2025 | Feb 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 84,874 | 3,024 | 0.02% | 0.01% | 75 | +32,255 | 61.3% | Q4 2025 | Jan 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 84,394 | 3,007 | 0.02% | 0.02% | 76 | +15,098 | 21.79% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 83,711 | 2,983 | 0.01% | 0.0% | 77 | +13,605 | 19.41% | Q4 2025 | Feb 12, 2026 |
| Merited Wealth, LLC | History | New | 82,754 | 2,949 | 2.73% | — | 78 | +82,754 | New | Q4 2025 | Mar 26, 2026 |
| Cerity Partners LLC | History | New | 81,852 | 2,917 | 0.0% | — | 79 | +81,852 | New | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 81,488 | 2,904 | 0.1% | 0.27% | 80 | -110,620 | -57.58% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 79,646 | 2,838 | 0.16% | 0.15% | 81 | +10,036 | 14.42% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 77,940 | 2,777 | 0.09% | 0.04% | 82 | +46,838 | 150.59% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 77,623 | 2,766 | 0.79% | 0.77% | 83 | +5,681 | 7.9% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 75,210 | 2,680 | 0.01% | 0.01% | 84 | +6,042 | 8.74% | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 73,785 | 2,629 | 0.2% | 0.07% | 85 | +41,816 | 130.8% | Q4 2025 | Feb 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 68,498 | 2,441 | 1.11% | 1.06% | 86 | +3,817 | 5.9% | Q4 2025 | Jan 26, 2026 |
| Shira Ridge Wealth Management | History | New | 66,975 | 2,386 | 0.96% | — | 87 | +66,975 | New | Q4 2025 | Jan 12, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 65,863 | 2,347 | 0.54% | 0.53% | 88 | -1,060 | -1.58% | Q4 2025 | Jan 16, 2026 |
| Sovran Advisors, LLC | History | Added to | 62,482 | 2,296 | 0.2% | 0.19% | 89 | +1,554 | 2.55% | Q4 2025 | Jan 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 56,797 | 2,024 | 0.03% | 0.02% | 90 | +8,812 | 18.36% | Q4 2025 | Feb 09, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 56,658 | 2,019 | 0.79% | 0.67% | 91 | +7,297 | 14.78% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 56,285 | 2,006 | 0.08% | 0.06% | 92 | +9,034 | 19.12% | Q4 2025 | Feb 17, 2026 |
| Nautilus Advisors LLC | History | Added to | 54,847 | 1,954 | 1.28% | 1.24% | 93 | +1,605 | 3.01% | Q4 2025 | Jan 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 54,334 | 1,936 | 0.22% | 0.18% | 94 | +16,302 | 42.86% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 53,965 | 1,923 | 0.02% | 0.01% | 95 | +5,476 | 11.29% | Q4 2025 | Jan 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 52,830 | 1,882 | 0.0% | — | 96 | +52,830 | New | Q4 2025 | Feb 17, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 51,886 | 1,849 | 0.5% | 0.46% | 97 | +4,359 | 9.17% | Q4 2025 | Feb 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 51,427 | 1,832 | 0.03% | 0.03% | 98 | +3,985 | 8.4% | Q4 2025 | Jan 07, 2026 |
| World Investment Advisors | History | Added to | 47,687 | 1,699 | 0.03% | 0.03% | 99 | +594 | 1.26% | Q4 2025 | Mar 12, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 47,298 | 1,685 | 0.18% | 0.19% | 100 | +8,040 | 20.48% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 47,298 | 1,685 | 0.26% | 0.29% | 101 | +8,040 | 20.48% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 47,087 | 1,678 | 0.04% | 0.01% | 102 | +32,355 | 219.62% | Q4 2025 | Jan 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 45,982 | 1,638 | 0.06% | 0.05% | 103 | +1,022 | 2.27% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 45,156 | 1,609 | 0.08% | 0.05% | 104 | +10,689 | 31.01% | Q4 2025 | Jan 27, 2026 |
| VestGen Advisors, LLC | History | Reduced | 43,784 | 1,560 | 0.07% | 0.3% | 105 | -217,074 | -83.22% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 43,688 | 1,557 | 0.03% | 0.01% | 106 | +33,546 | 330.76% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 43,653 | 1,555 | 0.1% | 0.13% | 107 | -14,164 | -24.5% | Q4 2025 | Feb 03, 2026 |
| LifeGoal Investments, LLC | History | Added to | 43,540 | 1,550 | 1.03% | 1.18% | 108 | +2,458 | 5.98% | Q4 2025 | Jan 15, 2026 |
| QTR Family Wealth, LLC | History | Added to | 39,629 | 1,489 | 0.66% | 0.49% | 109 | +9,987 | 33.69% | Q4 2025 | Feb 13, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 40,648 | 1,448 | 0.57% | 0.62% | 110 | -799 | -1.93% | Q4 2025 | Feb 03, 2026 |
| Bare Financial Services, Inc | History | Added to | 40,424 | 1,440 | 0.4% | 0.14% | 111 | +26,924 | 199.44% | Q4 2025 | Feb 06, 2026 |
| MFA Wealth Services | History | Added to | 40,011 | 1,425 | 0.96% | 0.85% | 112 | +4,387 | 12.31% | Q4 2025 | Jan 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 38,796 | 1,383 | 0.0% | — | 113 | +38,796 | New | Q4 2025 | Feb 10, 2026 |
| CLG LLC | History | Added to | 38,779 | 1,382 | 0.34% | 0.25% | 114 | +12,455 | 47.31% | Q4 2025 | Jan 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 37,456 | 1,335 | 0.04% | 0.04% | 115 | +4,450 | 13.48% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 36,530 | 1,301 | 0.03% | 0.02% | 116 | +5,080 | 16.15% | Q4 2025 | Feb 02, 2026 |
| Latitude Advisors, LLC | History | Added to | 36,338 | 1,295 | 0.57% | 0.49% | 117 | +5,455 | 17.66% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 34,748 | 1,238 | 0.03% | 0.01% | 118 | +15,478 | 80.32% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 33,105 | 1,179 | 0.0% | 0.0% | 119 | +5,762 | 21.07% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 33,001 | 1,176 | 0.0% | 0.0% | 120 | +11,228 | 51.57% | Q4 2025 | Feb 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 34,276 | 1,165 | 0.46% | — | 122 | +34,276 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,691 | 1,165 | 0.01% | 0.0% | 121 | +24,056 | 278.59% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Added to | 31,652 | 1,128 | 0.02% | 0.01% | 123 | +6,619 | 26.44% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,288 | 1,115 | 0.01% | 0.01% | 124 | +2,814 | 9.88% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Added to | 30,210 | 1,076 | 0.03% | 0.03% | 125 | +658 | 2.23% | Q4 2025 | Jan 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 30,121 | 1,073 | 0.13% | 0.06% | 126 | +17,646 | 141.45% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 29,827 | 1,063 | 0.06% | 0.06% | 127 | -566 | -1.86% | Q4 2025 | Jan 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 29,733 | 1,059 | 0.03% | 0.05% | 128 | -19,538 | -39.65% | Q4 2025 | Jan 09, 2026 |
| Allworth Financial LP | History | New | 29,539 | 1,052 | 0.0% | — | 129 | +29,539 | New | Q4 2025 | Feb 05, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 29,439 | 1,049 | 0.5% | 0.48% | 130 | +951 | 3.34% | Q4 2025 | Jan 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 29,400 | 1,047 | 0.0% | 0.0% | 131 | +15,800 | 116.18% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,648 | 985 | 0.01% | 0.0% | 132 | +18,839 | 213.86% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,399 | 940 | 0.02% | 0.01% | 133 | +8,273 | 45.64% | Q4 2025 | Feb 09, 2026 |
| Aspire Growth Partners LLC | History | Added to | 26,385 | 940 | 0.65% | 0.66% | 134 | +213 | 0.81% | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 25,847 | 921 | 0.0% | 0.0% | 135 | +16,549 | 177.98% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,084 | 893 | 0.02% | 0.01% | 136 | +4,973 | 24.73% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | Added to | 24,000 | 855 | 0.15% | 0.12% | 137 | +6,505 | 37.18% | Q4 2025 | Jan 14, 2026 |
| VICUS CAPITAL | History | Added to | 22,970 | 818 | 0.06% | 0.05% | 138 | +4,812 | 26.5% | Q4 2025 | Jan 22, 2026 |
| Security Financial Services, INC. | History | Added to | 22,571 | 804 | 0.13% | 0.12% | 139 | +1,740 | 8.35% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,395 | 798 | 0.0% | 0.0% | 140 | +5,175 | 30.05% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 22,000 | 784 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,846 | 778 | 0.0% | 0.0% | 142 | +17,653 | 421.01% | Q4 2025 | Mar 16, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 21,769 | 775 | 0.49% | 0.2% | 143 | +13,191 | 153.78% | Q4 2025 | Feb 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 19,599 | 736 | 0.17% | — | 144 | +19,599 | New | Q4 2025 | Feb 24, 2026 |
| Lincoln Capital LLC | History | Added to | 20,441 | 728 | 0.13% | 0.11% | 145 | +3,426 | 20.14% | Q4 2025 | Jan 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,404 | 691 | 0.03% | 0.02% | 146 | +9,106 | 88.42% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 18,694 | 666 | 0.01% | — | 147 | +18,694 | New | Q4 2025 | Feb 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 18,514 | 659 | 0.31% | 0.24% | 148 | +4,161 | 28.99% | Q4 2025 | Feb 06, 2026 |
| Synergy Investment Management, LLC | History | Added to | 18,385 | 655 | 0.23% | 0.19% | 149 | +3,885 | 26.79% | Q4 2025 | Feb 06, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 17,911 | 648 | 0.84% | 1.02% | 150 | -1,805 | -9.16% | Q4 2025 | Feb 23, 2026 |
| Signature Wealth Management Group | History | No change | 18,080 | 644 | 0.26% | 0.24% | 151 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 17,938 | 639 | 0.02% | 0.06% | 152 | -29,579 | -62.25% | Q4 2025 | Jan 21, 2026 |
| Summit Global Investments | History | Added to | 17,135 | 611 | 0.04% | 0.03% | 153 | +1,331 | 8.42% | Q4 2025 | Feb 18, 2026 |
| GWN SECURITIES INC. | History | Added to | 16,925 | 603 | 0.12% | 0.09% | 154 | +5,868 | 53.07% | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 16,278 | 580 | 0.04% | 0.04% | 155 | +100 | 0.62% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 16,025 | 571 | 0.09% | 0.09% | 156 | +25 | 0.16% | Q4 2025 | Jan 23, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 15,934 | 567 | 0.36% | 0.26% | 157 | +4,058 | 34.17% | Q4 2025 | Feb 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 15,902 | 566 | 0.06% | 0.05% | 158 | +1,440 | 9.96% | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 15,453 | 550 | 0.22% | 0.24% | 159 | +327 | 2.16% | Q4 2025 | Jan 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 15,202 | 541 | 0.01% | 0.01% | 160 | +4,355 | 40.15% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 15,206 | 541 | 0.04% | 0.04% | 161 | +1,773 | 13.2% | Q4 2025 | Feb 03, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 15,084 | 537 | 0.36% | 0.36% | 162 | +2 | 0.01% | Q4 2025 | Jan 12, 2026 |
| Advyzon Investment Management, LLC | History | New | 15,012 | 535 | 0.06% | — | 163 | +15,012 | New | Q4 2025 | Feb 13, 2026 |
| Vantus Wealth LLC | History | New | 14,993 | 534 | 0.39% | — | 164 | +14,993 | New | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 14,844 | 529 | 0.02% | — | 165 | +14,844 | New | Q4 2025 | Jan 30, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 14,838 | 528 | 0.08% | — | 166 | +14,838 | New | Q4 2025 | Feb 13, 2026 |
| Compton Financial Group, LLC | History | New | 14,467 | 515 | 0.12% | — | 167 | +14,467 | New | Q4 2025 | Feb 05, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 14,348 | 511 | 0.27% | 0.23% | 168 | +1,567 | 12.26% | Q4 2025 | Feb 17, 2026 |
| Financial Council, LLC | History | New | 14,217 | 506 | 0.2% | — | 169 | +14,217 | New | Q4 2025 | Feb 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 14,034 | 500 | 0.04% | 0.03% | 170 | +3,470 | 32.85% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,787 | 491 | 0.01% | 0.01% | 171 | +307 | 2.28% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,349 | 475 | 0.04% | 0.04% | 172 | +1,220 | 10.06% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 13,129 | 467 | 0.01% | 0.01% | 173 | +2,335 | 21.63% | Q4 2025 | Feb 06, 2026 |
| Berger Financial Group, Inc | History | Added to | 12,951 | 461 | 0.03% | 0.03% | 174 | +164 | 1.28% | Q4 2025 | Jan 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 11,950 | 425 | 0.16% | 0.15% | 175 | +589 | 5.18% | Q4 2025 | Jan 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,690 | 416 | 0.01% | 0.01% | 176 | +493 | 4.4% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 11,035 | 393 | 0.03% | 0.03% | 178 | +495 | 4.7% | Q4 2025 | Feb 12, 2026 |
| VestGen Investment Management | History | Reduced | 11,050 | 393 | 0.22% | 0.23% | 177 | -5 | -0.05% | Q4 2025 | Feb 18, 2026 |
| MSH Capital Advisors LLC | History | Added to | 10,308 | 367 | 0.08% | 0.09% | 179 | +748 | 7.82% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 10,167 | 362 | 0.0% | — | 180 | +10,167 | New | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 10,127 | 360 | 0.01% | 0.01% | 181 | -7,855 | -43.68% | Q4 2025 | Feb 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 10,051 | 358 | 0.05% | — | 182 | +10,051 | New | Q4 2025 | Feb 04, 2026 |
| Intrua Financial, LLC | History | New | 9,681 | 345 | 0.04% | — | 183 | +9,681 | New | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 9,281 | 341 | 0.01% | — | 184 | +9,281 | New | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,352 | 333 | 0.03% | 0.05% | 185 | -7,779 | -45.41% | Q4 2025 | Jan 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,166 | 326 | 0.01% | 0.01% | 186 | -3,646 | -28.46% | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 9,047 | 322 | 0.01% | — | 187 | +9,047 | New | Q4 2025 | Jan 16, 2026 |
| IFG Advisory, LLC | History | New | 8,618 | 307 | 0.01% | — | 188 | +8,618 | New | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 8,571 | 305 | 0.0% | 0.0% | 189 | -12,370 | -59.07% | Q4 2025 | Feb 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 8,521 | 303 | 0.09% | 0.09% | 190 | +284 | 3.45% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,472 | 301 | 0.01% | 0.01% | 191 | +2,653 | 45.59% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Added to | 8,468 | 301 | 0.01% | 0.01% | 192 | +61 | 0.73% | Q4 2025 | Jan 20, 2026 |
| GTS SECURITIES LLC | History | Reduced | 8,153 | 290 | 0.01% | 0.01% | 193 | -1,147 | -12.33% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 8,107 | 288 | 0.0% | 0.0% | 194 | +271 | 3.46% | Q4 2025 | Feb 17, 2026 |
| Whelan Financial | History | New | 8,000 | 285 | 0.09% | — | 195 | +8,000 | New | Q4 2025 | Feb 02, 2026 |
| Concorde Asset Management, LLC | History | Added to | 7,944 | 283 | 0.11% | 0.11% | 196 | +295 | 3.86% | Q4 2025 | Feb 13, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 7,896 | 281 | 0.15% | 0.16% | 197 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Summit Investment Advisory Services, LLC | History | New | 7,839 | 279 | 0.11% | — | 199 | +7,839 | New | Q4 2025 | Feb 04, 2026 |
| Capital Analysts, LLC | History | Added to | 7,835 | 279 | 0.01% | 0.0% | 198 | +6,205 | 380.67% | Q4 2025 | Feb 11, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 7,751 | 276 | 0.09% | — | 200 | +7,751 | New | Q4 2025 | Feb 10, 2026 |
| Balboa Wealth Partners | History | Reduced | 7,686 | 273 | 0.05% | 0.05% | 201 | -116 | -1.49% | Q4 2025 | Jan 16, 2026 |
| Regal Investment Advisors LLC | History | New | 7,587 | 270 | 0.02% | — | 202 | +7,587 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,227 | 257 | 0.02% | 0.03% | 203 | -10,196 | -58.52% | Q4 2025 | Jan 30, 2026 |
| Vise Technologies, Inc. | History | New | 7,000 | 249 | 0.0% | — | 205 | +7,000 | New | Q4 2025 | Feb 11, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 7,000 | 249 | 0.2% | 0.34% | 204 | -3,200 | -31.37% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 6,896 | 245 | 0.0% | 0.0% | 206 | +630 | 10.05% | Q4 2025 | Feb 05, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 6,844 | 243 | 0.09% | — | 207 | +6,844 | New | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 6,395 | 227 | 0.01% | — | 208 | +6,395 | New | Q4 2025 | Feb 05, 2026 |
| Vigil Wealth Management, LLC | History | New | 6,131 | 218 | 0.18% | — | 209 | +6,131 | New | Q4 2025 | Feb 10, 2026 |
| TCP Asset Management, LLC | History | No change | 6,026 | 214 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 5,972 | 212 | 0.05% | — | 211 | +5,972 | New | Q4 2025 | Jan 09, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,914 | 210 | 0.0% | — | 213 | +5,914 | New | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,913 | 210 | 0.01% | 0.01% | 212 | +715 | 13.76% | Q4 2025 | Feb 06, 2026 |
| Synergy Financial Group, LTD | History | No change | 5,885 | 209 | 0.15% | 0.14% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 5,612 | 200 | 0.01% | — | 215 | +5,612 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,604 | 199 | 0.0% | 0.0% | 216 | +1,437 | 34.49% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 5,304 | 189 | 0.0% | 0.0% | 217 | -164 | -3.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,236 | 150 | 0.01% | 0.01% | 218 | -1,400 | -24.84% | Q4 2025 | Feb 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 3,675 | 130 | 0.07% | 0.07% | 220 | +125 | 3.52% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | No change | 3,650 | 130 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | New | 3,500 | 124 | 0.01% | — | 221 | +3,500 | New | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,166 | 112 | 0.01% | 0.01% | 222 | -341 | -9.72% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3,077 | 109 | 0.09% | — | 223 | +3,077 | New | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Added to | 2,955 | 105 | 0.0% | 0.0% | 224 | +2,665 | 918.97% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,932 | 104 | 0.0% | 0.01% | 225 | -6,819 | -69.93% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,300 | 81 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,238 | 79 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Ancora Advisors LLC | History | Added to | 1,794 | 63 | 0.0% | 0.0% | 228 | +400 | 28.69% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,699 | 60 | 0.0% | 0.0% | 229 | +386 | 29.4% | Q4 2025 | Jan 20, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,330 | 47 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,183 | 42 | 0.0% | 0.0% | 231 | +809 | 216.31% | Q4 2025 | Feb 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,010 | 37 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,038 | 36 | 0.02% | 0.01% | 233 | +92 | 9.73% | Q4 2025 | Feb 18, 2026 |
| CX Institutional | History | Added to | 943 | 34 | 0.0% | 0.0% | 234 | +166 | 21.36% | Q4 2025 | Feb 02, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 885 | 31 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 701 | 24 | 0.02% | — | 237 | +701 | New | Q4 2025 | Mar 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 696 | 24 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 274 | 9 | 0.0% | 0.0% | 239 | +3 | 1.11% | Q4 2025 | Jan 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 257 | 9 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 262 | 9 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | New | 137 | 4 | 0.0% | — | 241 | +137 | New | Q4 2025 | Feb 02, 2026 |
| Rossby Financial, LCC | History | No change | 125 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 67 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 78 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | New | 48 | 1 | 0.0% | — | 245 | +48 | New | Q4 2025 | Jan 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -130,617 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hartmann Taylor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,473 | -100.0% | Q3 2025 | Nov 18, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -870 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FMR LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |