Capital Group Dividend Value ETF - CGDV
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.
Showing first 300 of
779 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 71,850,473 | 3,056,519 | 0.81% | 0.76% | 1 | +8,359,833 | 13.17% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 26,178,613 | 1,113,638 | 0.07% | 0.06% | 2 | +3,347,463 | 14.66% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,834,967 | 1,099,019 | 0.34% | 0.32% | 3 | +2,243,724 | 9.51% | Q1 2026 | May 14, 2026 |
| Capital International Investors | History | Added to | 22,901,526 | 974,230 | 0.23% | 0.16% | 4 | +2,407 | 0.01% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,802,616 | 884,943 | 0.24% | 0.24% | 5 | +1,973,012 | 10.48% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,806,076 | 842,550 | 0.52% | 0.52% | 6 | +1,051,139 | 5.6% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,052,730 | 810,503 | 0.15% | 0.13% | 7 | +2,741,507 | 16.81% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 18,359,294 | 781,004 | 0.83% | 0.78% | 8 | +1,959,868 | 11.95% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17,913,033 | 762,020 | 0.06% | 0.05% | 9 | +1,166,097 | 6.96% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,468,007 | 572,929 | 0.8% | 0.72% | 10 | +1,112,133 | 9.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,483,605 | 562,271 | 0.27% | 0.27% | 11 | +3,150,433 | 30.49% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 11,634,043 | 494,912 | 8.34% | 7.05% | 12 | +1,481,360 | 14.59% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 10,192,029 | 433,568 | 16.43% | 18.6% | 13 | +140,796 | 1.4% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 9,468,056 | 402,771 | 0.06% | 0.07% | 14 | +240,565 | 2.61% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,305,519 | 395,877 | 0.58% | 0.58% | 15 | +205,343 | 2.26% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,634,516 | 324,772 | 0.84% | 0.81% | 16 | +580,513 | 8.23% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,479,465 | 318,176 | 0.06% | 0.04% | 17 | +1,223,486 | 19.56% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,118,616 | 260,286 | 0.24% | 0.19% | 18 | +1,336,415 | 27.95% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 6,043,904 | 257,107 | 9.97% | 10.47% | 19 | +254,958 | 4.4% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,857,420 | 249,174 | 0.94% | 0.92% | 20 | +760,675 | 14.92% | Q1 2026 | Apr 30, 2026 |
| Forge Financial Services LLC | History | Added to | 5,642,721 | 240,041 | 24.31% | 7.74% | 21 | +5,227,689 | 1259.59% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,271,791 | 181,722 | 0.5% | 0.52% | 22 | -649,485 | -13.2% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,751,433 | 159,585 | 0.75% | 0.72% | 23 | +240,226 | 6.84% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,639,940 | 154,843 | 0.94% | 0.95% | 24 | +98,328 | 2.78% | Q1 2026 | May 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,298,834 | 140,332 | 2.42% | 2.18% | 25 | +1,253,197 | 61.26% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,280,394 | 139,548 | 0.35% | 0.29% | 26 | +351,973 | 12.02% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 2,647,834 | 112,780 | 0.56% | 0.54% | 27 | +268,143 | 11.27% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,398,601 | 102,036 | 3.93% | 4.17% | 28 | +19,031 | 0.8% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,538,209 | 101,373 | 0.14% | — | 29 | +2,538,209 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 2,340,152 | 99,550 | 0.26% | 0.24% | 30 | +342,344 | 17.14% | Q1 2026 | May 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 2,109,708 | 89,746 | 11.13% | 11.2% | 31 | +38,580 | 1.86% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,099,928 | 89,330 | 0.09% | 0.09% | 32 | +296,592 | 16.45% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,910,057 | 83,191 | 0.54% | 0.43% | 33 | +483,947 | 33.93% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,952,007 | 83,038 | 0.13% | 0.13% | 34 | +95,932 | 5.17% | Q1 2026 | May 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,914,587 | 81,446 | 6.28% | 6.2% | 35 | +61,172 | 3.3% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,903,169 | 80,960 | 0.11% | 0.08% | 36 | +490,239 | 34.7% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 1,874,603 | 79,745 | 0.09% | 0.11% | 37 | -182,033 | -8.85% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,842,457 | 78,378 | 0.07% | 0.07% | 38 | +200,755 | 12.23% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,792,844 | 76,267 | 0.57% | 0.61% | 39 | +37,994 | 2.17% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 1,742,493 | 74,125 | 0.8% | — | 40 | +1,742,493 | New | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,680,301 | 71,480 | 0.85% | 0.57% | 41 | +619,097 | 58.34% | Q1 2026 | May 01, 2026 |
| WNY Asset Management, LLC | History | New | 1,590,216 | 67,647 | 6.99% | — | 42 | +1,590,216 | New | Q1 2026 | May 22, 2026 |
| IAM Advisory, LLC | History | Added to | 1,454,394 | 61,869 | 13.86% | 13.84% | 43 | +27,546 | 1.93% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,449,483 | 61,661 | 0.49% | 0.69% | 44 | +111,784 | 8.36% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,411,251 | 60,034 | 0.47% | 0.43% | 45 | +38,956 | 2.84% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,305,709 | 55,544 | 1.08% | 1.06% | 46 | +69,476 | 5.62% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,298,302 | 55,424 | 0.11% | 0.11% | 47 | -520,348 | -28.61% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 1,255,489 | 53,443 | 3.37% | 3.4% | 48 | +2,830 | 0.23% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,246,887 | 53,042 | 0.1% | 0.06% | 49 | +511,700 | 69.6% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,169,051 | 49,731 | 0.8% | 0.8% | 50 | +47,444 | 4.23% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,124,695 | 47,844 | 1.75% | 2.08% | 51 | +88,340 | 8.52% | Q1 2026 | May 19, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,093,012 | 46,496 | 0.46% | 0.49% | 52 | +85,641 | 8.5% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,083,369 | 46,084 | 0.71% | 0.67% | 53 | +331,293 | 44.05% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,077,807 | 45,849 | 5.6% | 5.53% | 54 | +20,360 | 1.93% | Q1 2026 | May 05, 2026 |
| Erickson Financial Group, LLC | History | Added to | 1,059,968 | 45,091 | 28.26% | 28.07% | 55 | +12,554 | 1.2% | Q1 2026 | Apr 08, 2026 |
| Souders Financial Advisors | History | Reduced | 1,019,596 | 43,373 | 4.95% | 6.6% | 56 | -301,772 | -22.84% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 994,819 | 42,319 | 0.01% | 0.01% | 57 | -137,992 | -12.18% | Q1 2026 | May 05, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 989,127 | 42,077 | 15.63% | 16.56% | 58 | -16,514 | -1.64% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | Added to | 965,686 | 41,080 | 2.01% | 1.75% | 59 | +152,781 | 18.79% | Q1 2026 | May 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 956,187 | 40,676 | 3.9% | 4.09% | 60 | +19,762 | 2.11% | Q1 2026 | Apr 22, 2026 |
| SK Wealth Management, LLC | History | Added to | 944,276 | 40,547 | 11.25% | 11.07% | 61 | +62,657 | 7.11% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 951,643 | 40,482 | 0.44% | 0.51% | 62 | -74,099 | -7.22% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 949,731 | 40,401 | 0.07% | 0.07% | 63 | +89,348 | 10.38% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 934,689 | 39,761 | 1.21% | 1.24% | 64 | +21,463 | 2.35% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 932,809 | 39,681 | 0.07% | 0.08% | 65 | -8,809 | -0.94% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 858,108 | 36,504 | 1.16% | 1.31% | 66 | +288 | 0.03% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 845,682 | 35,975 | 0.07% | 0.07% | 67 | +83,781 | 11.0% | Q1 2026 | May 06, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 803,438 | 34,178 | 1.58% | 1.63% | 68 | +14,300 | 1.81% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 803,430 | 34,177 | 4.81% | 6.09% | 69 | +48,180 | 6.38% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 765,786 | 33,418 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 764,396 | 33,358 | 0.59% | 0.59% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 773,695 | 32,912 | 0.41% | 0.4% | 72 | +35,765 | 4.85% | Q1 2026 | Apr 20, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 754,921 | 32,115 | 7.22% | 7.35% | 73 | +35,551 | 4.94% | Q1 2026 | May 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 727,194 | 30,934 | 0.09% | 0.07% | 74 | +106,458 | 17.15% | Q1 2026 | May 08, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 709,510 | 30,182 | 9.68% | 9.76% | 75 | +61,800 | 9.54% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 682,503 | 29,033 | 0.16% | 0.15% | 76 | +33,077 | 5.09% | Q1 2026 | May 05, 2026 |
| Wealth Science Advisors LLC | History | No change | 647,122 | 28,240 | 15.89% | 16.29% | 77 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | Added to | 659,184 | 28,041 | 1.14% | 0.97% | 78 | +29,944 | 4.76% | Q1 2026 | Apr 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 649,917 | 27,647 | 9.65% | 10.94% | 79 | -41,554 | -6.01% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 647,401 | 27,540 | 0.23% | 0.2% | 80 | +7,891 | 1.23% | Q1 2026 | May 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 647,371 | 27,539 | 6.96% | 1.71% | 81 | +508,909 | 367.54% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 646,719 | 27,511 | 2.01% | 1.8% | 82 | +38,754 | 6.37% | Q1 2026 | Apr 20, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 635,454 | 27,032 | 9.15% | 9.2% | 83 | -2,413 | -0.38% | Q1 2026 | Apr 24, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 634,014 | 26,970 | 11.93% | 12.1% | 84 | +31,263 | 5.19% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 632,843 | 26,920 | 0.49% | 0.42% | 85 | +136,598 | 27.53% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 632,427 | 26,903 | 0.6% | 0.55% | 86 | +70,745 | 12.6% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 632,254 | 26,896 | 0.56% | 0.47% | 87 | +152,778 | 31.86% | Q1 2026 | Apr 13, 2026 |
| Madison Wealth Partners, Inc | History | New | 619,085 | 26,335 | 4.2% | — | 88 | +619,085 | New | Q1 2026 | Apr 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 616,693 | 26,244 | 2.82% | 2.71% | 89 | +33,764 | 5.79% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 611,453 | 26,011 | 0.29% | 0.32% | 90 | +62,404 | 11.37% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 560,496 | 23,843 | 0.59% | 0.63% | 91 | -17,899 | -3.09% | Q1 2026 | Apr 29, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 556,609 | 23,678 | 5.65% | 6.02% | 92 | +25,022 | 4.71% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 554,670 | 23,595 | 1.43% | 1.71% | 93 | -65,437 | -10.55% | Q1 2026 | Apr 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 550,666 | 23,425 | 1.4% | 1.27% | 94 | +58,185 | 11.81% | Q1 2026 | May 12, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 544,530 | 23,164 | 2.45% | 2.4% | 95 | -955 | -0.18% | Q1 2026 | Apr 09, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 540,125 | 22,976 | 2.65% | 2.76% | 96 | +32,684 | 6.44% | Q1 2026 | May 08, 2026 |
| Capital Advantage, Inc. | History | Added to | 536,886 | 22,839 | 2.99% | 3.15% | 97 | +2,518 | 0.47% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 549,712 | 22,791 | 0.0% | 0.0% | 98 | +145,778 | 36.09% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 523,790 | 22,288 | 0.02% | 0.02% | 99 | +27,105 | 5.46% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 515,131 | 21,913 | 2.42% | 2.59% | 100 | -13,931 | -2.63% | Q1 2026 | May 11, 2026 |
| KWB Wealth | History | Reduced | 499,599 | 21,802 | 2.16% | 2.07% | 101 | -2,013 | -0.4% | Q1 2026 | Apr 08, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 508,547 | 21,633 | 10.8% | 11.22% | 102 | +496 | 0.1% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 500,476 | 21,290 | 0.49% | 0.88% | 103 | -328,004 | -39.59% | Q1 2026 | May 04, 2026 |
| Challenger Wealth Management | History | No change | 485,589 | 21,191 | 16.17% | 16.17% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 488,054 | 20,761 | 0.28% | 0.29% | 105 | +33,395 | 7.35% | Q1 2026 | May 12, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 476,445 | 20,267 | 5.6% | 5.88% | 106 | -3,709 | -0.77% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 464,768 | 19,771 | 0.41% | 0.4% | 107 | +5,053 | 1.1% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 455,945 | 19,509 | 0.33% | 0.49% | 108 | -156,299 | -25.53% | Q1 2026 | May 14, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 453,590 | 19,295 | 12.71% | 12.35% | 109 | +27,878 | 6.55% | Q1 2026 | Apr 09, 2026 |
| ACT Advisors, LLC. | History | Added to | 451,761 | 19,217 | 8.17% | 7.72% | 110 | +2,656 | 0.59% | Q1 2026 | Apr 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 450,941 | 19,183 | 15.47% | 13.43% | 111 | +101,224 | 28.94% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 446,219 | 18,982 | 0.31% | 0.31% | 112 | +38,920 | 9.56% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 443,887 | 18,882 | 0.79% | — | 113 | +443,887 | New | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 440,755 | 18,749 | 1.68% | 0.29% | 114 | +382,695 | 659.14% | Q1 2026 | May 12, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 440,383 | 18,733 | 13.28% | 12.94% | 115 | +46,939 | 11.93% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 438,328 | 18,646 | 0.03% | 0.01% | 116 | +203,024 | 86.28% | Q1 2026 | May 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 436,751 | 18,579 | 5.66% | 4.33% | 117 | +104,892 | 31.61% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 432,903 | 18,415 | 1.34% | 1.33% | 118 | +28,719 | 7.11% | Q1 2026 | May 05, 2026 |
| Entruity Wealth, LLC | History | Added to | 428,412 | 18,224 | 12.37% | 12.7% | 119 | +20,160 | 4.94% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 427,974 | 18,205 | 4.11% | 4.22% | 120 | +10,483 | 2.51% | Q1 2026 | Apr 27, 2026 |
| VVR Holdings LLC | History | Added to | 425,357 | 18,094 | 9.35% | 9.23% | 121 | +18,589 | 4.57% | Q1 2026 | Apr 16, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | New | 421,281 | 17,920 | 9.02% | — | 122 | +421,281 | New | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | Added to | 419,364 | 17,839 | 0.59% | 0.59% | 123 | +8,419 | 2.05% | Q1 2026 | May 14, 2026 |
| Platt Wealth Management LLC | History | Reduced | 418,274 | 17,793 | 17.35% | 18.18% | 124 | -2,006 | -0.48% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 411,828 | 17,524 | 0.49% | 0.34% | 125 | +130,999 | 46.65% | Q1 2026 | May 04, 2026 |
| WJ Wealth Management, LLC | History | Added to | 408,811 | 17,390 | 8.14% | 7.74% | 126 | +3,886 | 0.96% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 405,666 | 17,257 | 0.37% | 0.22% | 127 | +170,457 | 72.47% | Q1 2026 | May 01, 2026 |
| Carter Financial, LLC | History | Added to | 396,546 | 16,869 | 14.67% | 14.01% | 128 | +32,795 | 9.02% | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 394,613 | 16,786 | 2.06% | 2.14% | 129 | +7,497 | 1.94% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 392,982 | 16,717 | 1.28% | 1.05% | 130 | +76,380 | 24.12% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 390,736 | 16,621 | 0.64% | 0.41% | 131 | +141,206 | 56.59% | Q1 2026 | May 12, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 386,846 | 16,456 | 13.37% | 13.1% | 132 | -715 | -0.18% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 383,891 | 16,330 | 0.65% | 0.65% | 133 | +2,760 | 0.72% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 382,630 | 16,277 | 0.09% | 0.05% | 134 | +209,194 | 120.62% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 378,593 | 16,105 | 0.01% | 0.0% | 135 | +343,150 | 968.17% | Q1 2026 | May 11, 2026 |
| Melone Private Wealth, LLC | History | Added to | 370,156 | 15,746 | 6.43% | 5.92% | 136 | +50,435 | 15.77% | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | Reduced | 339,245 | 15,744 | 1.24% | 1.29% | 137 | -2,481 | -0.73% | Q1 2026 | May 01, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 368,405 | 15,671 | 4.89% | 4.82% | 138 | +32,657 | 9.73% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 365,007 | 15,527 | 0.69% | 0.65% | 139 | +32,127 | 9.65% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 324,664 | 15,415 | 0.41% | 0.51% | 140 | +48,706 | 17.65% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 361,828 | 15,392 | 0.08% | 0.08% | 141 | -972 | -0.27% | Q1 2026 | Apr 15, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 358,111 | 15,234 | 4.45% | 5.34% | 142 | -59,982 | -14.35% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 357,215 | 15,195 | 0.22% | 0.2% | 143 | +60,317 | 20.32% | Q1 2026 | May 13, 2026 |
| Ruggaard & Associates LLC | History | No change | 338,707 | 14,781 | 5.82% | 5.82% | 144 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Michael Brady & Co., LLC | History | Added to | 346,303 | 14,731 | 14.8% | 14.88% | 145 | +4,713 | 1.38% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 339,173 | 14,428 | 0.0% | 0.0% | 146 | +190,155 | 127.61% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 337,346 | 14,350 | 2.08% | 2.11% | 147 | +4,885 | 1.47% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 335,809 | 14,285 | 0.0% | 0.01% | 148 | -679,291 | -66.92% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 335,459 | 14,270 | 0.42% | 0.38% | 149 | +33,539 | 11.11% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 318,624 | 14,236 | 0.8% | 0.68% | 150 | +53,790 | 20.31% | Q1 2026 | Apr 17, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 332,104 | 14,127 | 8.78% | 8.91% | 151 | +7,187 | 2.21% | Q1 2026 | Apr 21, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 330,779 | 14,071 | 0.07% | 0.07% | 152 | -11,111 | -3.25% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 330,366 | 14,053 | 0.16% | 0.12% | 153 | +84,393 | 34.31% | Q1 2026 | Apr 28, 2026 |
| Code Waechter LLC | History | Added to | 326,667 | 13,896 | 8.26% | 8.3% | 154 | +30,605 | 10.34% | Q1 2026 | Apr 15, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 326,001 | 13,868 | 9.17% | 8.8% | 155 | +27,134 | 9.08% | Q1 2026 | Apr 22, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 320,476 | 13,633 | 4.51% | 4.37% | 156 | +26,303 | 8.94% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 308,054 | 13,104 | 0.07% | 0.06% | 157 | +69,510 | 29.14% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 307,514 | 13,081 | 0.21% | 0.2% | 158 | +19,377 | 6.72% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 304,615 | 12,958 | 0.67% | 0.68% | 159 | +10,497 | 3.57% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Management, LLC | History | New | 300,803 | 12,796 | 8.62% | — | 160 | +300,803 | New | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 296,837 | 12,627 | 0.49% | 0.53% | 161 | +188,458 | 173.89% | Q1 2026 | May 15, 2026 |
| Kaizen Financial Strategies | History | Reduced | 277,840 | 12,611 | 5.33% | 5.87% | 162 | -27,086 | -8.88% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 294,226 | 12,516 | 0.23% | 0.35% | 163 | -136,266 | -31.65% | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 293,226 | 12,473 | 0.65% | 0.54% | 164 | +66,513 | 29.34% | Q1 2026 | May 07, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 290,027 | 12,337 | 9.97% | 9.79% | 165 | +20,282 | 7.52% | Q1 2026 | Apr 21, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 281,815 | 11,988 | 5.09% | 5.04% | 166 | +31,636 | 12.65% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 280,264 | 11,936 | 0.0% | 0.0% | 167 | -7,854 | -2.73% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 280,562 | 11,935 | 0.62% | 0.55% | 168 | +44,385 | 18.79% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 278,065 | 11,828 | 0.14% | 0.13% | 169 | +75,492 | 37.27% | Q1 2026 | Apr 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 277,821 | 11,818 | 0.19% | 0.07% | 170 | +193,902 | 231.06% | Q1 2026 | May 18, 2026 |
| Rothschild Wealth LLC | History | Reduced | 277,049 | 11,785 | 1.07% | 1.2% | 171 | -10,094 | -3.52% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 276,132 | 11,777 | 0.05% | 0.05% | 172 | -479 | -0.17% | Q1 2026 | May 15, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 275,527 | 11,720 | 6.56% | 6.71% | 173 | +4,668 | 1.72% | Q1 2026 | Apr 16, 2026 |
| LongView Wealth Management | History | Added to | 258,036 | 11,717 | 2.94% | 2.56% | 174 | +19,645 | 8.24% | Q1 2026 | Apr 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 274,583 | 11,680 | 7.45% | 7.29% | 175 | +11,679 | 4.44% | Q1 2026 | May 15, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 274,502 | 11,677 | 3.39% | 3.53% | 176 | -6,186 | -2.2% | Q1 2026 | Apr 10, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 267,294 | 11,664 | 7.39% | 7.39% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 264,940 | 11,561 | 6.04% | 6.04% | 178 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 270,906 | 11,524 | 5.48% | 9.21% | 179 | -316,252 | -53.86% | Q1 2026 | Apr 27, 2026 |
| WIN ADVISORS, INC | History | New | 269,483 | 11,463 | 5.24% | — | 180 | +269,483 | New | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Added to | 269,190 | 11,451 | 0.64% | 0.64% | 181 | +10,497 | 4.06% | Q1 2026 | Apr 24, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 268,054 | 11,403 | 8.41% | 8.53% | 182 | +10,580 | 4.11% | Q1 2026 | May 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 247,549 | 11,382 | 0.78% | 0.75% | 183 | +10,743 | 4.54% | Q1 2026 | Apr 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 264,079 | 11,241 | 1.49% | 1.34% | 184 | +33,383 | 14.47% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 260,330 | 11,074 | 0.05% | 0.06% | 185 | -8,579 | -3.19% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 258,786 | 11,008 | 1.45% | 1.59% | 186 | +5,879 | 2.32% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 258,518 | 10,997 | 0.37% | 0.21% | 187 | +43,696 | 20.34% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 256,008 | 10,890 | 0.22% | 0.21% | 188 | +12,158 | 4.99% | Q1 2026 | Apr 15, 2026 |
| Keenan, LLC | History | Added to | 253,873 | 10,768 | 9.08% | 7.42% | 189 | +60,439 | 31.25% | Q1 2026 | Apr 22, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 251,606 | 10,703 | 7.82% | 7.96% | 190 | -4,104 | -1.6% | Q1 2026 | May 05, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 246,289 | 10,647 | 2.95% | 2.17% | 191 | +76,604 | 45.14% | Q1 2026 | Apr 08, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 246,258 | 10,475 | 2.41% | 2.52% | 192 | -5,559 | -2.21% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 239,446 | 10,449 | 0.81% | 0.81% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 245,102 | 10,426 | 0.85% | 0.79% | 194 | +7,103 | 2.98% | Q1 2026 | Apr 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 243,024 | 10,338 | 0.13% | 0.1% | 195 | +58,399 | 31.63% | Q1 2026 | Apr 28, 2026 |
| BetterWealth, LLC | History | Added to | 240,559 | 10,233 | 2.01% | 2.34% | 196 | +5,166 | 2.19% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 240,504 | 10,231 | 0.45% | 0.43% | 197 | +33,090 | 15.95% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 239,913 | 10,205 | 0.06% | 0.04% | 198 | +721 | 0.3% | Q1 2026 | Apr 29, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 239,306 | 10,180 | 4.59% | 4.47% | 199 | +13,487 | 5.97% | Q1 2026 | Apr 24, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 238,185 | 10,132 | 5.1% | 5.12% | 200 | +7,495 | 3.25% | Q1 2026 | Apr 16, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 238,067 | 10,127 | 4.41% | 4.75% | 201 | +17,697 | 8.03% | Q1 2026 | Apr 24, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 237,981 | 10,123 | 2.96% | 0.09% | 202 | +231,136 | 3376.71% | Q1 2026 | May 01, 2026 |
| Fermata Advisors, LLC | History | Added to | 233,470 | 9,931 | 2.24% | 2.28% | 203 | +16,075 | 7.39% | Q1 2026 | Apr 08, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 233,128 | 9,917 | 7.57% | 4.9% | 204 | +99,742 | 74.78% | Q1 2026 | May 08, 2026 |
| Freedom Financial Partners LLC | History | Added to | 232,758 | 9,901 | 3.53% | 2.99% | 205 | +44,671 | 23.75% | Q1 2026 | Apr 16, 2026 |
| Kovack Advisors, Inc. | History | Added to | 229,364 | 9,825 | 0.52% | 0.46% | 206 | +1,188 | 0.52% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 210,505 | 9,672 | 0.17% | 0.15% | 207 | +137,534 | 188.48% | Q1 2026 | May 01, 2026 |
| FreeGulliver LLC | History | Added to | 225,185 | 9,579 | 4.04% | 3.34% | 208 | +16,994 | 8.16% | Q1 2026 | May 15, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 224,842 | 9,564 | 7.33% | 6.77% | 209 | +19,620 | 9.56% | Q1 2026 | Apr 22, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 224,553 | 9,552 | 10.13% | 9.96% | 210 | +10,960 | 5.13% | Q1 2026 | Apr 10, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 224,250 | 9,539 | 5.86% | 5.1% | 211 | +40,073 | 21.76% | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 219,164 | 9,323 | 0.23% | 0.23% | 212 | +16,440 | 8.11% | Q1 2026 | Apr 07, 2026 |
| CLG LLC | History | Reduced | 216,540 | 9,211 | 2.29% | 3.21% | 213 | -78,677 | -26.65% | Q1 2026 | May 14, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 215,348 | 9,160 | 3.3% | 1.66% | 214 | +111,897 | 108.16% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 214,567 | 9,127 | 0.01% | 0.01% | 215 | +86,419 | 67.44% | Q1 2026 | May 15, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 210,052 | 8,935 | 7.48% | 5.96% | 216 | -2,018 | -0.95% | Q1 2026 | May 01, 2026 |
| Olistico Wealth, LLC | History | Added to | 209,288 | 8,903 | 4.39% | 4.05% | 217 | +18,887 | 9.92% | Q1 2026 | Apr 08, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 208,949 | 8,888 | 6.96% | 7.55% | 218 | +3,944 | 1.92% | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 205,451 | 8,739 | 0.5% | 0.53% | 219 | +1,080 | 0.53% | Q1 2026 | Apr 09, 2026 |
| NOVEM GROUP | History | Added to | 205,364 | 8,736 | 1.0% | 0.97% | 220 | +12,901 | 6.7% | Q1 2026 | Apr 10, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 186,190 | 8,641 | 4.47% | 4.48% | 221 | +28,773 | 18.28% | Q1 2026 | May 18, 2026 |
| Compton Financial Group, LLC | History | Added to | 202,591 | 8,618 | 1.9% | 0.09% | 222 | +193,017 | 2016.05% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 202,106 | 8,597 | 0.24% | 0.07% | 223 | +152,534 | 307.7% | Q1 2026 | Apr 09, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 201,579 | 8,575 | 0.61% | 0.94% | 224 | +46,974 | 30.38% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 195,085 | 8,298 | 1.34% | 1.5% | 225 | -4,343 | -2.18% | Q1 2026 | Apr 29, 2026 |
| EWA, LLC | History | New | 194,292 | 8,265 | 1.87% | — | 226 | +194,292 | New | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Added to | 193,270 | 8,221 | 0.4% | 0.37% | 227 | +20,231 | 11.69% | Q1 2026 | May 05, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 191,079 | 8,128 | 2.97% | 2.75% | 228 | +19,967 | 11.67% | Q1 2026 | May 11, 2026 |
| Secure Asset Management, LLC | History | Added to | 190,235 | 8,092 | 1.28% | 1.26% | 229 | +5,147 | 2.78% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 184,316 | 7,886 | 0.07% | 0.04% | 230 | +97,693 | 112.78% | Q1 2026 | Apr 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 183,897 | 7,822 | 0.09% | 0.08% | 231 | +26,876 | 17.12% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 183,329 | 7,798 | 0.08% | 0.08% | 232 | -1,002 | -0.54% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 177,932 | 7,569 | 0.47% | 0.51% | 233 | -3,114 | -1.72% | Q1 2026 | Apr 27, 2026 |
| Convergence Financial, LLC | History | Added to | 177,455 | 7,548 | 0.8% | 0.96% | 234 | +27,166 | 18.08% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 176,585 | 7,511 | 0.15% | 0.15% | 235 | +7,892 | 4.68% | Q1 2026 | May 14, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 169,881 | 7,226 | 4.16% | 4.37% | 236 | +4,438 | 2.68% | Q1 2026 | May 07, 2026 |
| VICUS CAPITAL | History | Added to | 166,713 | 7,091 | 0.52% | 0.49% | 237 | +17,802 | 11.95% | Q1 2026 | Apr 22, 2026 |
| DAHRING | CUSMANO LLC | History | New | 160,620 | 6,832 | 4.2% | — | 238 | +160,620 | New | Q1 2026 | May 05, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 158,014 | 6,721 | 2.24% | 0.72% | 239 | +103,201 | 188.28% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 156,331 | 6,650 | 0.03% | 0.03% | 240 | +1,675 | 1.08% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 155,772 | 6,626 | 0.36% | 0.37% | 241 | +6,284 | 4.2% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 154,266 | 6,562 | 0.29% | 0.29% | 242 | +12,433 | 8.77% | Q1 2026 | May 12, 2026 |
| Accel Wealth Management | History | Added to | 153,788 | 6,542 | 1.71% | 1.63% | 243 | +17,522 | 12.86% | Q1 2026 | Apr 08, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 153,188 | 6,516 | 2.34% | 2.26% | 244 | +10,139 | 7.09% | Q1 2026 | Apr 14, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 143,384 | 6,506 | 4.19% | 4.07% | 245 | +4,845 | 3.5% | Q1 2026 | Apr 16, 2026 |
| Bill Few Associates, Inc. | History | Added to | 152,206 | 6,474 | 1.55% | 1.42% | 246 | +19,754 | 14.91% | Q1 2026 | Apr 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 152,081 | 6,469 | 0.52% | 0.48% | 247 | +13,786 | 9.97% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 152,018 | 6,466 | 2.11% | 2.33% | 248 | +1,263 | 0.84% | Q1 2026 | May 14, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 149,796 | 6,372 | 5.54% | 3.0% | 249 | +72,452 | 93.68% | Q1 2026 | Apr 28, 2026 |
| BNB Wealth Management, LLC | History | Added to | 149,755 | 6,370 | 4.09% | 3.91% | 250 | +10,601 | 7.62% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 147,064 | 6,256 | 0.07% | 0.06% | 251 | +32,064 | 27.88% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 145,085 | 6,187 | 0.08% | 0.06% | 252 | +53,158 | 57.83% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 144,819 | 6,160 | 0.15% | 0.12% | 253 | +27,932 | 23.9% | Q1 2026 | May 11, 2026 |
| Greenline Wealth Management LLC | History | Added to | 143,828 | 6,118 | 7.06% | 6.28% | 254 | +4,783 | 3.44% | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | Added to | 143,333 | 6,097 | 0.79% | 0.74% | 255 | +12,976 | 9.95% | Q1 2026 | Apr 23, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 143,242 | 6,093 | 0.23% | 0.24% | 256 | -22,839 | -13.75% | Q1 2026 | Apr 21, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 142,805 | 6,074 | 1.66% | 1.95% | 257 | +28,319 | 24.74% | Q1 2026 | Apr 27, 2026 |
| Affiance Financial, LLC | History | Added to | 142,312 | 6,053 | 0.98% | 0.84% | 258 | +22,602 | 18.88% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 144,629 | 5,996 | 0.22% | 0.22% | 259 | +10,426 | 7.77% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Added to | 140,607 | 5,981 | 0.47% | 0.47% | 260 | +3,453 | 2.52% | Q1 2026 | Apr 13, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 133,287 | 5,960 | 1.21% | 1.13% | 261 | +16,502 | 14.13% | Q1 2026 | Apr 15, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 139,564 | 5,937 | 4.42% | 4.81% | 262 | +500 | 0.36% | Q1 2026 | Apr 10, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 125,012 | 5,935 | 4.73% | 6.26% | 263 | -46,053 | -26.92% | Q1 2026 | May 14, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 139,259 | 5,934 | 3.93% | 3.97% | 264 | +5,477 | 4.09% | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 138,324 | 5,884 | 0.0% | 0.0% | 265 | +136,706 | 8449.07% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 137,889 | 5,865 | 0.08% | 0.08% | 266 | +8,934 | 6.93% | Q1 2026 | May 15, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 137,529 | 5,850 | 2.1% | 2.12% | 267 | +1,246 | 0.91% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 136,403 | 5,802 | 0.21% | 0.21% | 268 | +7,552 | 5.86% | Q1 2026 | May 14, 2026 |
| Steffes Financial, Ltd. | History | Added to | 134,918 | 5,739 | 3.03% | 3.03% | 269 | +1,875 | 1.41% | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 134,698 | 5,730 | 4.08% | 4.09% | 270 | +8,986 | 7.15% | Q1 2026 | May 19, 2026 |
| CHOREO, LLC | History | Reduced | 133,818 | 5,707 | 0.07% | 0.08% | 271 | -6,413 | -4.57% | Q1 2026 | May 12, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 134,112 | 5,705 | 1.71% | 1.82% | 272 | -1,326 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 132,614 | 5,641 | 0.43% | 0.39% | 273 | +21,787 | 19.66% | Q1 2026 | Apr 22, 2026 |
| Balentine LLC | History | No change | 131,411 | 5,590 | 0.23% | 0.22% | 274 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 130,786 | 5,563 | 2.2% | 2.17% | 275 | +8,683 | 7.11% | Q1 2026 | May 01, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 130,506 | 5,551 | 1.34% | 1.23% | 276 | +13,819 | 11.84% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 130,038 | 5,531 | 0.31% | 0.33% | 277 | +65,543 | 101.62% | Q1 2026 | Apr 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 129,995 | 5,529 | 2.91% | 2.83% | 278 | +5,941 | 4.79% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 129,784 | 5,521 | 0.17% | 0.09% | 279 | +59,217 | 83.92% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 128,497 | 5,466 | 0.14% | 0.13% | 280 | +26,000 | 25.37% | Q1 2026 | May 14, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 128,372 | 5,460 | 2.95% | 2.42% | 281 | +27,981 | 27.87% | Q1 2026 | May 12, 2026 |
| Cornerstone Advisory, LLC | History | New | 126,876 | 5,397 | 0.51% | — | 282 | +126,876 | New | Q1 2026 | May 04, 2026 |
| Bravera Wealth | History | Added to | 124,182 | 5,282 | 2.38% | 2.29% | 283 | +19,486 | 18.61% | Q1 2026 | Apr 22, 2026 |
| Delta Investment Management, LLC | History | Reduced | 123,854 | 5,268 | 0.94% | 1.35% | 284 | -54,166 | -30.43% | Q1 2026 | May 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 123,085 | 5,236 | 3.97% | 4.01% | 285 | +4,914 | 4.16% | Q1 2026 | May 14, 2026 |
| Expressive Wealth LLC | History | Added to | 109,566 | 5,198 | 4.95% | 4.2% | 286 | +20,350 | 22.81% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 121,002 | 5,147 | 0.12% | 0.11% | 287 | +18,200 | 17.7% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 120,309 | 5,117 | 0.08% | 0.08% | 288 | +10,041 | 9.11% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 120,178 | 5,112 | 0.24% | 0.17% | 289 | +41,627 | 52.99% | Q1 2026 | Apr 28, 2026 |
| RM Financial Services, LLC | History | Added to | 119,007 | 5,062 | 4.37% | 4.12% | 290 | +12,593 | 11.83% | Q1 2026 | May 14, 2026 |
| Aspire Growth Partners LLC | History | Added to | 118,118 | 5,024 | 3.45% | 3.29% | 291 | +9,918 | 9.17% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 117,412 | 4,994 | 0.25% | 0.11% | 292 | +67,830 | 136.8% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Added to | 117,092 | 4,981 | 0.17% | 0.14% | 293 | +18,010 | 18.18% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 115,807 | 4,926 | 0.04% | 0.04% | 294 | +10,062 | 9.52% | Q1 2026 | Apr 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 115,601 | 4,917 | 0.98% | 0.81% | 295 | +28,922 | 33.37% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 113,985 | 4,848 | 0.15% | 0.18% | 296 | +4,419 | 4.03% | Q1 2026 | May 15, 2026 |
| Leo H. Evart, Inc. | History | New | 112,847 | 4,800 | 4.11% | — | 297 | +112,847 | New | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 112,309 | 4,777 | 0.5% | 0.42% | 298 | +23,617 | 26.63% | Q1 2026 | May 04, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 111,194 | 4,730 | 2.27% | 2.4% | 299 | +3,069 | 2.84% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 110,775 | 4,724 | 0.17% | 0.1% | 300 | +42,246 | 61.65% | Q1 2026 | Apr 14, 2026 |