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.
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| 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 | No change | 81,072,273 | 3,995,241 | 0.9% | 0.9% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 28,063,384 | 1,382,963 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 27,792,280 | 1,369,603 | 0.37% | 0.37% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | No change | 22,961,587 | 1,131,547 | 0.23% | 0.23% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 22,227,674 | 1,095,379 | 0.26% | 0.26% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,822,980 | 1,075,436 | 0.17% | 0.17% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,588,874 | 1,063,899 | 0.57% | 0.57% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 18,419,265 | 907,701 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 18,275,976 | 900,640 | 0.82% | 0.82% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 16,425,629 | 796,484 | 0.32% | 0.32% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,667,917 | 673,554 | 0.85% | 0.85% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 12,659,156 | 623,843 | 8.79% | 8.79% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,545,200 | 568,994 | 0.67% | 0.67% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 10,657,305 | 525,191 | 16.98% | 16.98% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 9,857,339 | 485,769 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,026,645 | 395,554 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 7,842,610 | 386,484 | 0.89% | 0.89% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 6,959,626 | 342,970 | 9.81% | 9.81% | 18 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,955,068 | 342,745 | 1.11% | 1.11% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,521,495 | 321,383 | 0.27% | 0.27% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 5,858,151 | 288,689 | 1.32% | 1.32% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forge Financial Services LLC | History | No change | 5,686,869 | 280,248 | 24.14% | 24.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,078,583 | 250,272 | 0.51% | 0.51% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,427,417 | 217,389 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,732,526 | 183,938 | 1.02% | 1.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,393,461 | 167,230 | 0.32% | 0.32% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 2,876,171 | 141,866 | 0.58% | 0.58% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,530,961 | 124,725 | 2.42% | 2.42% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 2,429,786 | 119,739 | 4.1% | 4.1% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 2,251,668 | 110,962 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 2,140,742 | 105,495 | 11.78% | 11.78% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,110,374 | 103,999 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,001,835 | 98,650 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,942,547 | 95,728 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,895,821 | 93,426 | 0.56% | 0.56% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Merit Financial Group, LLC | History | No change | 1,765,060 | 86,982 | 0.53% | 0.53% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,727,974 | 85,154 | 0.9% | 0.9% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,607,954 | 79,239 | 0.52% | 0.52% | 38 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WNY Asset Management, LLC | History | No change | 1,592,072 | 78,457 | 7.01% | 7.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IAM Advisory, LLC | History | No change | 1,463,839 | 72,138 | 14.06% | 14.06% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,429,177 | 70,429 | 0.48% | 0.48% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,384,672 | 68,541 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 1,359,717 | 67,006 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,344,683 | 66,265 | 0.6% | 0.6% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 1,281,501 | 63,200 | 3.55% | 3.55% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,266,080 | 62,392 | 0.19% | 0.19% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,259,466 | 62,066 | 1.18% | 1.18% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | No change | 1,237,244 | 60,971 | 0.89% | 0.89% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,222,092 | 60,224 | 0.59% | 0.59% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 1,141,359 | 56,246 | 4.16% | 4.16% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,125,921 | 55,485 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | No change | 1,117,504 | 55,070 | 1.8% | 1.8% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,100,905 | 54,252 | 6.01% | 6.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SK Wealth Management, LLC | History | No change | 1,058,693 | 54,215 | 12.21% | 12.21% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,092,250 | 53,826 | 1.09% | 1.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,085,868 | 53,511 | 0.72% | 0.72% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Erickson Financial Group, LLC | History | No change | 1,057,731 | 52,124 | 27.93% | 27.93% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | No change | 1,038,035 | 51,154 | 2.21% | 2.21% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Souders Financial Advisors | History | No change | 1,034,001 | 50,955 | 5.13% | 5.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 1,020,802 | 50,305 | 12.62% | 12.62% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 971,237 | 47,862 | 0.41% | 0.41% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 960,004 | 47,308 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 932,608 | 45,958 | 3.72% | 3.72% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AA Financial Advisors, LLC | History | No change | 924,313 | 45,550 | 5.48% | 5.48% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 926,998 | 45,283 | 1.23% | 1.28% | 65 | +145 | 0.02% | Q3 2026 | Oct 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 918,359 | 45,256 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 907,151 | 44,704 | 1.19% | 1.19% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 844,702 | 41,626 | 1.58% | 1.58% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 830,959 | 40,949 | 0.45% | 0.45% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 805,749 | 39,707 | 7.5% | 7.5% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 803,848 | 39,613 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 796,702 | 39,245 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 780,160 | 38,446 | 0.59% | 0.59% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 755,572 | 37,234 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 720,910 | 35,526 | 0.57% | 0.57% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 720,352 | 35,498 | 10.06% | 10.06% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 696,219 | 34,317 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 689,334 | 33,970 | 2.06% | 2.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 689,287 | 33,968 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 686,551 | 33,833 | 0.63% | 0.63% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealth Science Advisors LLC | History | No change | 684,713 | 33,742 | 15.0% | 15.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 681,934 | 33,605 | 7.5% | 7.5% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 668,224 | 32,944 | 2.96% | 2.96% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 666,097 | 32,825 | 0.59% | 0.59% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 651,235 | 32,092 | 0.53% | 0.53% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 645,175 | 31,794 | 0.24% | 0.24% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 643,031 | 31,688 | 0.5% | 0.5% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 640,634 | 31,570 | 12.26% | 12.26% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | No change | 631,535 | 31,122 | 0.88% | 0.88% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Madison Wealth Partners, Inc | History | No change | 630,760 | 31,083 | 3.96% | 3.96% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 633,572 | 30,981 | 1.49% | 1.49% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Royal Harbor Partners, LLC | History | No change | 621,622 | 30,633 | 9.49% | 9.49% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 613,770 | 30,246 | 0.28% | 0.28% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DMKC Advisory Services, LLC | History | No change | 610,433 | 30,082 | 5.68% | 5.68% | 94 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 604,853 | 29,807 | 8.75% | 8.75% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KWB Wealth | History | No change | 579,994 | 28,582 | 2.45% | 2.45% | 96 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 584,061 | 28,531 | 2.76% | 2.76% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 573,014 | 28,238 | 5.68% | 5.68% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 571,086 | 28,143 | 0.61% | 0.61% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 569,657 | 28,072 | 2.55% | 2.55% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Advantage, Inc. | History | No change | 539,351 | 26,579 | 3.24% | 3.24% | 101 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 535,659 | 26,397 | 2.51% | 2.51% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 531,686 | 26,201 | 0.12% | 0.12% | 103 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Advyzon Investment Management, LLC | History | No change | 530,279 | 26,132 | 1.9% | 1.9% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 520,295 | 25,640 | 1.22% | 1.22% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 519,958 | 25,623 | 0.52% | 0.52% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 506,920 | 24,981 | 11.45% | 11.45% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 506,871 | 24,978 | 0.31% | 0.31% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 503,868 | 24,830 | 0.47% | 0.47% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 502,557 | 24,765 | 0.3% | 0.3% | 110 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 501,056 | 24,692 | 5.83% | 5.83% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 498,563 | 24,569 | 6.45% | 6.45% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 476,503 | 23,482 | 2.67% | 2.67% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 471,133 | 23,217 | 0.28% | 0.28% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sunrise Financial Services, LLC | History | No change | 470,685 | 23,195 | 13.78% | 13.78% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Challenger Wealth Management | History | No change | 468,498 | 23,087 | 16.99% | 16.99% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Venture Visionary Partners LLC | History | Added to | 472,521 | 23,082 | 0.6% | 0.62% | 117 | +16,155 | 3.54% | Q3 2026 | Oct 07, 2026 |
| ACT Advisors, LLC. | History | No change | 467,994 | 23,062 | 7.67% | 7.67% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | No change | 464,598 | 22,903 | 0.58% | 0.58% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SMITH, MOORE & CO. | History | No change | 459,878 | 22,662 | 1.47% | 1.47% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compton Financial Group, LLC | History | No change | 455,917 | 22,467 | 4.33% | 4.33% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 455,153 | 22,429 | 0.27% | 0.27% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 458,445 | 22,395 | 0.16% | 0.16% | 123 | +31,954 | 7.49% | Q3 2026 | Oct 08, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 449,239 | 22,138 | 4.69% | 4.69% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Retirement & Wealth, LLC | History | No change | 448,307 | 22,092 | 15.24% | 15.24% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Financial Advisory LLC | History | No change | 447,338 | 22,044 | 4.34% | 4.34% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighPoint Advisor Group LLC | History | No change | 446,047 | 21,981 | 0.77% | 0.77% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | No change | 445,308 | 21,944 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Entruity Wealth, LLC | History | No change | 431,925 | 21,285 | 13.77% | 13.77% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 435,524 | 21,275 | 12.78% | 12.66% | 130 | +8,324 | 1.95% | Q3 2026 | Oct 07, 2026 |
| Platt Wealth Management LLC | History | No change | 427,896 | 21,086 | 16.95% | 16.95% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VVR Holdings LLC | History | No change | 422,371 | 20,814 | 9.0% | 9.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 410,468 | 20,227 | 9.09% | 9.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carter Financial, LLC | History | No change | 409,548 | 20,182 | 15.13% | 15.13% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WJ Wealth Management, LLC | History | No change | 408,012 | 20,106 | 7.93% | 7.93% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kera Capital Partners, Inc. | History | No change | 396,796 | 19,554 | 1.88% | 1.88% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 392,799 | 19,357 | 0.7% | 0.7% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kropog Financial Group, LLC | History | No change | 388,730 | 19,156 | 13.5% | 13.5% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 379,584 | 18,705 | 0.23% | 0.23% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 367,163 | 18,093 | 0.18% | 0.18% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Melone Private Wealth, LLC | History | No change | 364,684 | 17,971 | 6.84% | 6.84% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIGROUP INC | History | No change | 363,613 | 17,918 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 361,848 | 17,827 | 4.8% | 4.8% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 355,630 | 17,525 | 0.45% | 0.45% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 351,383 | 17,316 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | No change | 350,371 | 17,266 | 0.5% | 0.5% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KPP Advisory Services LLC | History | No change | 344,673 | 16,985 | 2.15% | 2.15% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Code Waechter LLC | History | No change | 344,545 | 16,979 | 8.78% | 8.78% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 338,843 | 16,698 | 0.62% | 0.62% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greenbush Financial Group, LLC | History | No change | 337,883 | 16,650 | 4.9% | 4.9% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 336,389 | 16,577 | 0.25% | 0.25% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 334,602 | 16,489 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ruggaard & Associates LLC | History | No change | 333,808 | 16,450 | 5.9% | 5.9% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 330,779 | 16,300 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Michael Brady & Co., LLC | History | No change | 326,539 | 16,091 | 14.2% | 14.2% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | No change | 325,844 | 16,057 | 1.28% | 1.28% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 325,357 | 16,033 | 0.82% | 0.82% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 324,401 | 15,986 | 4.35% | 4.35% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 321,309 | 15,834 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 319,177 | 15,729 | 3.94% | 3.94% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 315,024 | 15,524 | 8.97% | 8.97% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 314,086 | 15,478 | 0.27% | 0.27% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 314,047 | 15,476 | 0.74% | 0.74% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 312,761 | 15,412 | 0.54% | 0.54% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | No change | 306,041 | 14,824 | 1.1% | 1.1% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 299,585 | 14,763 | 0.17% | 0.17% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vigil Wealth Management, LLC | History | No change | 296,620 | 14,617 | 10.43% | 10.43% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 296,436 | 14,601 | 1.68% | 1.68% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 294,784 | 14,526 | 4.55% | 4.55% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 293,914 | 14,484 | 4.8% | 4.8% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 292,611 | 14,419 | 3.26% | 3.26% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 290,462 | 14,313 | 8.7% | 8.7% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 290,115 | 14,296 | 0.15% | 0.15% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 289,750 | 14,278 | 8.57% | 8.57% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 287,899 | 14,187 | 0.92% | 0.92% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 287,324 | 14,159 | 0.65% | 0.65% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 282,639 | 13,970 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 281,740 | 13,884 | 7.73% | 7.73% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 325,896 | 13,863 | 9.18% | 9.18% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 279,121 | 13,755 | 0.53% | 0.53% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essex Financial Services, Inc. | History | No change | 277,936 | 13,696 | 0.68% | 0.68% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keenan, LLC | History | No change | 277,625 | 13,681 | 9.66% | 9.66% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 277,359 | 13,668 | 6.48% | 6.48% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 272,667 | 13,437 | 8.52% | 8.52% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 269,786 | 13,295 | 1.37% | 1.37% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Visionary Wealth Advisors | History | No change | 267,572 | 13,185 | 0.52% | 0.52% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 266,917 | 13,153 | 0.44% | 0.44% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kaizen Financial Strategies | History | No change | 266,220 | 13,068 | 4.25% | 4.25% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| World Investment Advisors | History | No change | 305,935 | 13,066 | 0.22% | 0.22% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 262,785 | 12,950 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pinnacle Wealth Management, LLC | History | No change | 261,236 | 12,873 | 7.97% | 7.97% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 261,013 | 12,862 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnus Financial Group LLC | History | No change | 255,475 | 12,589 | 0.89% | 0.89% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smith Thornton Advisors LLC | History | No change | 254,612 | 12,491 | 5.5% | 5.5% | 194 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 253,313 | 12,483 | 2.44% | 2.44% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 251,460 | 12,391 | 7.8% | 7.8% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freedom Financial Partners LLC | History | No change | 250,337 | 12,336 | 4.02% | 4.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 249,935 | 12,316 | 2.99% | 2.99% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fermata Advisors, LLC | History | No change | 249,783 | 12,309 | 2.49% | 2.49% | 199 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 249,281 | 12,284 | 4.95% | 4.95% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BetterWealth, LLC | History | No change | 248,383 | 12,240 | 2.17% | 2.17% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LongView Wealth Management | History | No change | 243,588 | 12,004 | 3.08% | 3.08% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 239,256 | 11,790 | 2.82% | 2.82% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 240,488 | 11,771 | 0.78% | 0.78% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 238,583 | 11,765 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Armor Investment Advisors, LLC | History | No change | 237,673 | 11,712 | 3.76% | 3.76% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FreeGulliver LLC | History | No change | 236,927 | 11,675 | 4.12% | 4.12% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 233,552 | 11,509 | 0.96% | 0.96% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 231,462 | 11,406 | 2.73% | 2.73% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CLG LLC | History | No change | 231,166 | 11,391 | 2.5% | 2.5% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Boyer Financial Services, Inc. | History | No change | 224,193 | 10,974 | 9.27% | 9.27% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 222,469 | 10,963 | 6.03% | 6.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | No change | 218,993 | 10,791 | 7.19% | 7.19% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kovack Advisors, Inc. | History | No change | 216,386 | 10,648 | 0.51% | 0.51% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rothschild Wealth LLC | History | No change | 215,657 | 10,627 | 0.85% | 0.85% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Olistico Wealth, LLC | History | Added to | 216,687 | 10,585 | 4.43% | 4.52% | 216 | +2,130 | 0.99% | Q3 2026 | Oct 05, 2026 |
| Cerity Partners LLC | History | No change | 214,609 | 10,575 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 212,847 | 10,421 | 0.17% | 0.17% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 212,847 | 10,421 | 0.17% | 0.17% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Advisors | History | No change | 210,765 | 10,386 | 0.52% | 0.52% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SITTNER & NELSON, LLC | History | No change | 205,742 | 10,138 | 3.19% | 3.19% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 204,899 | 10,097 | 0.13% | 0.13% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | No change | 202,765 | 9,992 | 0.73% | 0.73% | 223 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 203,223 | 9,927 | 6.5% | 6.86% | 224 | -3,543 | -1.71% | Q3 2026 | Oct 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 201,133 | 9,911 | 0.49% | 0.49% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 197,506 | 9,733 | 4.53% | 4.53% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 196,983 | 9,707 | 6.88% | 6.88% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 196,110 | 9,664 | 0.64% | 0.64% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 193,176 | 9,548 | 0.3% | 0.3% | 229 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | No change | 191,760 | 9,449 | 3.82% | 3.82% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 190,608 | 9,393 | 0.09% | 0.09% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 189,274 | 9,327 | 2.89% | 2.89% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 185,018 | 9,117 | 0.36% | 0.36% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 183,947 | 9,064 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Advisory, LLC | History | No change | 182,911 | 9,013 | 0.75% | 0.75% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOVEM GROUP | History | No change | 180,725 | 8,906 | 0.9% | 0.9% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 179,898 | 8,865 | 0.47% | 0.47% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 179,905 | 8,865 | 4.07% | 4.07% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 178,321 | 8,813 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 178,611 | 8,801 | 4.64% | 4.64% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 177,695 | 8,756 | 7.29% | 7.29% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VICUS CAPITAL | History | No change | 176,654 | 8,705 | 0.56% | 0.56% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 176,590 | 8,702 | 2.5% | 2.5% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 25,620 | 8,452 | 0.7% | 0.7% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 171,406 | 8,446 | 0.18% | 0.18% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Pacific Financial | History | No change | 170,555 | 8,404 | 1.0% | 1.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KINTRA WEALTH, LLC | History | No change | 162,624 | 8,365 | 0.44% | 0.44% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 169,600 | 8,357 | 0.13% | 0.13% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Investment Advisory Services Group LLC | History | No change | 166,902 | 8,224 | 6.02% | 6.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 168,033 | 8,208 | 0.55% | 1.27% | 250 | -229,229 | -57.7% | Q3 2026 | Oct 08, 2026 |
| Capital Analysts, LLC | History | No change | 164,262 | 8,095 | 0.19% | 0.19% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 163,026 | 8,033 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 162,572 | 8,011 | 0.48% | 0.48% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 160,979 | 7,933 | 3.4% | 3.4% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNB Wealth Management, LLC | History | No change | 159,074 | 7,839 | 4.29% | 4.29% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accel Wealth Management | History | No change | 158,567 | 7,814 | 1.76% | 1.76% | 256 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Greenline Wealth Management LLC | History | No change | 157,584 | 7,765 | 6.38% | 6.38% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 156,997 | 7,736 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bill Few Associates, Inc. | History | No change | 155,908 | 7,683 | 1.63% | 1.63% | 259 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 153,857 | 7,582 | 1.83% | 1.83% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 153,273 | 7,553 | 0.25% | 0.25% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Scott Capital Advisors, LLC | History | No change | 150,979 | 7,440 | 1.17% | 1.17% | 262 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Northwest Financial Advisors | History | No change | 150,459 | 7,414 | 0.99% | 0.99% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 149,649 | 7,374 | 4.24% | 4.24% | 264 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 149,089 | 7,347 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Affiance Financial, LLC | History | No change | 148,746 | 7,330 | 1.05% | 1.05% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 147,047 | 7,246 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steffes Financial, Ltd. | History | No change | 146,787 | 7,233 | 3.12% | 3.12% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 146,405 | 7,214 | 0.31% | 0.31% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 145,843 | 7,187 | 0.23% | 0.23% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allied Private Wealth LLC | History | No change | 147,354 | 7,177 | 4.6% | 4.6% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 144,629 | 7,124 | 0.23% | 0.23% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 144,298 | 7,111 | 0.22% | 0.22% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 143,161 | 7,054 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 141,238 | 6,960 | 3.04% | 3.04% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 138,270 | 6,813 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 139,543 | 6,797 | 4.24% | 4.24% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bravera Wealth | History | No change | 135,729 | 6,688 | 2.56% | 2.56% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Milestone Investment Advisors LLC | History | No change | 135,701 | 6,687 | 1.45% | 1.45% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 135,211 | 6,663 | 0.43% | 0.43% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aurdan Capital Management, LLC | History | No change | 134,279 | 6,617 | 1.68% | 1.68% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 134,008 | 6,603 | 0.18% | 0.18% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 133,928 | 6,599 | 4.23% | 4.23% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 133,244 | 6,566 | 4.08% | 4.08% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 131,550 | 6,482 | 1.01% | 1.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balentine LLC | History | No change | 131,411 | 6,475 | 0.23% | 0.23% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | No change | 130,781 | 6,464 | 0.07% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lodestone Wealth Management LLC | History | No change | 131,187 | 6,464 | 2.28% | 2.28% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alliance Private Wealth, LLC | History | No change | 129,654 | 6,389 | 2.22% | 2.22% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 129,344 | 6,374 | 2.95% | 2.95% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 129,000 | 6,357 | 0.14% | 0.14% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RM Financial Services, LLC | History | No change | 127,550 | 6,285 | 4.67% | 4.67% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 126,436 | 6,249 | 5.01% | 5.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 126,372 | 6,227 | 4.37% | 4.37% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 126,267 | 6,222 | 0.25% | 0.25% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aspire Growth Partners LLC | History | No change | 125,705 | 6,194 | 3.6% | 3.6% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 125,566 | 6,187 | 0.61% | 0.61% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 123,224 | 6,072 | 0.55% | 0.55% | 298 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 123,048 | 6,063 | 3.27% | 3.27% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 122,340 | 5,976 | 0.39% | 0.39% | 300 | +5,274 | 4.51% | Q3 2026 | Oct 08, 2026 |