Capital Group Global Equity ETF - CGGE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,115,687 | 383,219 | 0.11% | 0.09% | 1 | +1,646,741 | 15.73% | Q4 2025 | Feb 10, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 5,413,104 | 171,216 | 2.73% | 2.31% | 2 | +932,109 | 20.8% | Q4 2025 | Feb 11, 2026 |
| Capital International Investors | History | Added to | 3,801,915 | 120,254 | 0.02% | 0.0% | 3 | +3,777,296 | 15343.01% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 2,825,862 | 89,382 | 0.1% | 0.09% | 4 | +402,152 | 16.59% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 2,741,720 | 86,720 | 0.02% | 0.02% | 5 | +826,247 | 43.14% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,334,375 | 73,836 | 0.01% | 0.0% | 6 | +1,822,747 | 356.26% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,554,291 | 49,162 | 0.12% | 0.11% | 7 | +193,677 | 14.23% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,363,320 | 43,121 | 1.43% | 1.29% | 8 | +165,853 | 13.85% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,212,952 | 38,365 | 0.08% | 0.06% | 9 | +241,406 | 24.85% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,103,456 | 34,902 | 0.01% | — | 10 | +1,103,456 | New | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | New | 1,103,189 | 34,893 | 1.99% | — | 11 | +1,103,189 | New | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 996,254 | 31,512 | 0.08% | 0.02% | 12 | +797,015 | 400.03% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 784,574 | 24,816 | 0.06% | 0.04% | 13 | +202,167 | 34.71% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 745,919 | 23,593 | 0.09% | 0.07% | 14 | +247,797 | 49.75% | Q4 2025 | Feb 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 724,587 | 22,918 | 0.31% | 0.39% | 15 | +62,338 | 9.41% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 655,790 | 20,742 | 0.03% | 0.02% | 16 | +188,244 | 40.26% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 644,201 | 20,367 | 0.11% | 0.06% | 17 | +325,825 | 102.34% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 619,247 | 19,586 | 0.22% | 0.13% | 18 | +240,194 | 63.37% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 608,892 | 19,262 | 0.03% | 0.03% | 19 | +3,512 | 0.58% | Q4 2025 | Feb 17, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 598,625 | 18,934 | 15.17% | 10.28% | 20 | +226,280 | 60.77% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 512,911 | 16,223 | 0.01% | 0.0% | 21 | +326,874 | 175.7% | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 483,650 | 15,297 | 0.17% | 0.13% | 22 | +246,091 | 103.59% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 424,260 | 13,419 | 0.1% | 0.1% | 23 | +22,246 | 5.53% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 400,000 | 12,652 | 0.0% | 0.0% | 24 | +151,404 | 60.9% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 361,584 | 11,505 | 0.44% | 0.57% | 25 | +57,820 | 19.03% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 353,948 | 11,195 | 0.01% | 0.01% | 26 | +37,727 | 11.93% | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Added to | 312,147 | 9,873 | 0.58% | 0.39% | 27 | +19,650 | 6.72% | Q4 2025 | Jan 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 292,168 | 9,241 | 0.03% | 0.03% | 28 | +37,921 | 14.92% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 285,813 | 9,040 | 0.1% | 0.08% | 29 | +56,680 | 24.74% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 256,679 | 8,118 | 0.1% | 0.09% | 30 | +22,826 | 9.76% | Q4 2025 | Feb 05, 2026 |
| Intrua Financial, LLC | History | Added to | 224,506 | 7,101 | 0.75% | 0.6% | 31 | +44,540 | 24.75% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 211,433 | 6,687 | 0.1% | 0.08% | 32 | +49,744 | 30.77% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 192,282 | 6,081 | 0.0% | 0.0% | 33 | +61,760 | 47.32% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Added to | 182,679 | 5,778 | 0.19% | 0.06% | 34 | +124,150 | 212.12% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 170,451 | 5,391 | 0.06% | 0.04% | 35 | +53,158 | 45.32% | Q4 2025 | Jan 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 163,258 | 5,163 | 0.0% | 0.0% | 36 | +151,072 | 1239.72% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 149,261 | 4,721 | 0.04% | 0.04% | 37 | +265 | 0.18% | Q4 2025 | Jan 26, 2026 |
| Merited Wealth, LLC | History | New | 130,225 | 4,119 | 3.82% | — | 38 | +130,225 | New | Q4 2025 | Mar 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 130,078 | 4,114 | 0.02% | 0.02% | 39 | +23,849 | 22.45% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 129,670 | 4,101 | 0.57% | 1.24% | 40 | +58,315 | 81.73% | Q4 2025 | Feb 18, 2026 |
| Aprio Wealth Management, LLC | History | New | 129,370 | 4,091 | 0.23% | — | 41 | +129,370 | New | Q4 2025 | Jan 29, 2026 |
| LongView Wealth Management | History | Added to | 121,730 | 3,992 | 0.96% | 0.84% | 42 | +20,800 | 20.61% | Q4 2025 | Jan 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 121,745 | 3,851 | 0.03% | 0.03% | 43 | +15,145 | 14.21% | Q4 2025 | Jan 05, 2026 |
| GTS SECURITIES LLC | History | New | 113,738 | 3,597 | 0.12% | — | 44 | +113,738 | New | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 112,660 | 3,563 | 0.04% | 0.03% | 45 | +36,862 | 48.63% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 109,800 | 3,472 | 0.07% | 0.05% | 46 | +35,119 | 47.03% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 103,538 | 3,274 | 0.0% | 0.0% | 47 | +42,030 | 68.33% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 99,717 | 3,252 | 0.28% | 0.27% | 48 | +3,044 | 3.15% | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 91,342 | 2,889 | 0.07% | 0.07% | 49 | -1,119 | -1.21% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 83,653 | 2,645 | 0.03% | 0.01% | 50 | +40,305 | 92.98% | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 77,045 | 2,436 | 0.26% | 0.22% | 51 | +25,581 | 49.71% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 77,045 | 2,436 | 0.37% | 0.34% | 52 | +25,581 | 49.71% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 69,985 | 2,213 | 0.25% | 0.2% | 53 | +21,898 | 45.54% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 69,745 | 2,206 | 0.13% | 0.08% | 54 | +30,246 | 76.57% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 65,544 | 2,073 | 0.0% | 0.0% | 55 | +18,849 | 40.37% | Q4 2025 | Feb 13, 2026 |
| Boyer Financial Services, Inc. | History | New | 63,997 | 2,045 | 2.17% | — | 56 | +63,997 | New | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,240 | 2,031 | 0.01% | 0.01% | 57 | +12,799 | 24.88% | Q4 2025 | Feb 13, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 57,293 | 1,812 | 0.71% | 0.77% | 58 | -279 | -0.48% | Q4 2025 | Feb 03, 2026 |
| ORG Partners LLC | History | Added to | 57,283 | 1,811 | 0.32% | 0.19% | 59 | +28,416 | 98.44% | Q4 2025 | Jan 14, 2026 |
| BNB Wealth Management, LLC | History | New | 56,462 | 1,785 | 1.15% | — | 60 | +56,462 | New | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 56,158 | 1,776 | 0.06% | 0.01% | 61 | +44,393 | 377.33% | Q4 2025 | Feb 13, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 54,295 | 1,717 | 0.82% | 0.76% | 62 | +3,819 | 7.57% | Q4 2025 | Jan 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 48,979 | 1,549 | 0.03% | 0.02% | 63 | +8,274 | 20.33% | Q4 2025 | Jan 07, 2026 |
| PFG Advisors | History | Added to | 47,787 | 1,511 | 0.07% | 0.03% | 64 | +22,426 | 88.43% | Q4 2025 | Jan 27, 2026 |
| Security Financial Services, INC. | History | Added to | 46,786 | 1,479 | 0.23% | 0.19% | 65 | +9,348 | 24.97% | Q4 2025 | Jan 27, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 46,615 | 1,474 | 0.34% | 0.3% | 66 | +4,258 | 10.05% | Q4 2025 | Jan 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 45,001 | 1,423 | 0.09% | 0.05% | 67 | +19,288 | 75.01% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Reduced | 44,359 | 1,403 | 0.03% | 0.03% | 68 | -539 | -1.2% | Q4 2025 | Feb 03, 2026 |
| Advyzon Investment Management, LLC | History | New | 37,454 | 1,184 | 0.14% | — | 69 | +37,454 | New | Q4 2025 | Feb 13, 2026 |
| Vantus Wealth LLC | History | New | 37,139 | 1,174 | 0.86% | — | 70 | +37,139 | New | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,003 | 1,170 | 0.0% | 0.0% | 71 | +5,214 | 16.4% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 35,427 | 1,120 | 0.0% | 0.0% | 72 | -220,494 | -86.16% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 33,738 | 1,067 | 0.05% | — | 73 | +33,738 | New | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 32,527 | 1,028 | 0.01% | 0.0% | 74 | +23,777 | 271.74% | Q4 2025 | Jan 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 32,090 | 1,015 | 0.06% | 0.06% | 75 | +1,263 | 4.1% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 31,507 | 996 | 0.06% | 0.06% | 76 | +95 | 0.3% | Q4 2025 | Jan 30, 2026 |
| HRT FINANCIAL LP | History | New | 29,416 | 930 | 0.0% | — | 77 | +29,416 | New | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 28,501 | 901 | 0.1% | 0.11% | 78 | -978 | -3.32% | Q4 2025 | Feb 10, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 28,212 | 892 | 0.47% | 0.4% | 79 | +3,728 | 15.23% | Q4 2025 | Feb 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 27,419 | 867 | 0.23% | 0.13% | 80 | +12,601 | 85.04% | Q4 2025 | Feb 09, 2026 |
| CLG LLC | History | Added to | 25,571 | 808 | 0.2% | 0.12% | 81 | +11,246 | 78.51% | Q4 2025 | Jan 15, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 25,060 | 792 | 0.5% | — | 82 | +25,060 | New | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Added to | 24,856 | 786 | 0.01% | 0.0% | 83 | +15,411 | 163.17% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 24,643 | 779 | 0.02% | 0.02% | 84 | -180 | -0.73% | Q4 2025 | Feb 12, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 24,504 | 775 | 0.18% | — | 85 | +24,504 | New | Q4 2025 | Mar 23, 2026 |
| GWN SECURITIES INC. | History | Added to | 23,712 | 750 | 0.15% | 0.09% | 86 | +10,549 | 80.14% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 20,355 | 643 | 0.05% | 0.03% | 87 | +7,751 | 61.5% | Q4 2025 | Feb 13, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 19,863 | 628 | 0.18% | 0.22% | 88 | -2,601 | -11.58% | Q4 2025 | Jan 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 19,541 | 618 | 0.0% | 0.0% | 89 | +1,243 | 6.79% | Q4 2025 | Feb 10, 2026 |
| Balboa Wealth Partners | History | Added to | 18,631 | 589 | 0.1% | 0.1% | 90 | +616 | 3.42% | Q4 2025 | Jan 16, 2026 |
| NORTHERN TRUST CORP | History | New | 18,063 | 571 | 0.0% | — | 91 | +18,063 | New | Q4 2025 | Feb 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 17,537 | 554 | 0.12% | 0.11% | 92 | +4,303 | 32.51% | Q4 2025 | Feb 09, 2026 |
| Ascent Group, LLC | History | Added to | 17,428 | 551 | 0.02% | 0.02% | 93 | +238 | 1.38% | Q4 2025 | Jan 20, 2026 |
| VestGen Investment Management | History | Reduced | 16,261 | 514 | 0.28% | 0.31% | 94 | -499 | -2.98% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,763 | 498 | 0.01% | 0.0% | 95 | +14,923 | 1776.55% | Q4 2025 | Jan 28, 2026 |
| Compton Financial Group, LLC | History | New | 15,481 | 489 | 0.11% | — | 96 | +15,481 | New | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,421 | 487 | 0.01% | 0.01% | 97 | +523 | 3.51% | Q4 2025 | Feb 02, 2026 |
| Advisor Resource Council | History | No change | 15,228 | 481 | 0.17% | 0.63% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 14,249 | 450 | 0.01% | 0.01% | 99 | +2,592 | 22.24% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 14,154 | 447 | 0.01% | — | 100 | +14,154 | New | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,891 | 439 | 0.02% | 0.02% | 101 | +501 | 3.74% | Q4 2025 | Feb 13, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 12,160 | 392 | 0.51% | 0.59% | 102 | -630 | -4.93% | Q4 2025 | Feb 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,300 | 389 | 0.01% | 0.0% | 103 | +3,708 | 43.16% | Q4 2025 | Feb 09, 2026 |
| Bleakley Financial Group, LLC | History | New | 11,372 | 359 | 0.01% | — | 105 | +11,372 | New | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | New | 11,367 | 359 | 0.01% | — | 104 | +11,367 | New | Q4 2025 | Jan 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,063 | 349 | 0.0% | — | 106 | +11,063 | New | Q4 2025 | Mar 25, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,403 | 329 | 0.01% | 0.0% | 107 | +8,800 | 548.97% | Q4 2025 | Feb 04, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,283 | 325 | 0.01% | 0.01% | 108 | +2,293 | 28.7% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 10,089 | 319 | 0.0% | — | 109 | +10,089 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,470 | 299 | 0.0% | 0.0% | 110 | +5,122 | 117.8% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | New | 9,232 | 292 | 0.01% | — | 111 | +9,232 | New | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | New | 9,107 | 288 | 0.02% | — | 112 | +9,107 | New | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 7,657 | 242 | 0.21% | — | 113 | +7,657 | New | Q4 2025 | Feb 04, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 7,399 | 241 | 0.09% | 0.08% | 114 | +11 | 0.15% | Q4 2025 | Feb 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 7,567 | 239 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 7,510 | 237 | 0.0% | — | 116 | +7,510 | New | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Reduced | 7,521 | 237 | 0.01% | 0.01% | 117 | -1,391 | -15.61% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,470 | 236 | 0.0% | 0.0% | 118 | +1,646 | 28.26% | Q4 2025 | Jan 23, 2026 |
| Financial Council, LLC | History | New | 7,272 | 230 | 0.09% | — | 119 | +7,272 | New | Q4 2025 | Feb 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 7,220 | 228 | 0.02% | — | 120 | +7,220 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 7,108 | 224 | 0.0% | 0.0% | 121 | +4,431 | 165.52% | Q4 2025 | Jan 29, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 7,090 | 224 | 0.1% | 0.1% | 122 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 6,663 | 210 | 0.08% | 0.09% | 123 | -41 | -0.61% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 6,282 | 198 | 0.0% | — | 124 | +6,282 | New | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,779 | 119 | 0.01% | 0.01% | 125 | +16 | 0.43% | Q4 2025 | Jan 29, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,750 | 86 | 0.09% | — | 126 | +2,750 | New | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,467 | 78 | 0.0% | 0.0% | 127 | +1,949 | 376.25% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,842 | 58 | 0.0% | — | 128 | +1,842 | New | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,727 | 54 | 0.0% | 0.0% | 129 | -647 | -27.25% | Q4 2025 | Feb 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,450 | 45 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 1,238 | 39 | 0.0% | 0.0% | 131 | +3 | 0.24% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | No change | 1,175 | 37 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,145 | 36 | 0.01% | 0.01% | 133 | +5 | 0.44% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 1,102 | 35 | 0.0% | 0.0% | 134 | +119 | 12.11% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 358 | 11 | 0.0% | 0.0% | 135 | +96 | 36.64% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 325 | 10 | 0.0% | — | 136 | +325 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | No change | 300 | 9 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 212 | 6 | 0.0% | — | 139 | +212 | New | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | New | 207 | 6 | 0.0% | — | 138 | +207 | New | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 151 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 95 | 3 | 0.0% | 0.0% | 144 | -341 | -78.21% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | New | 109 | 3 | 0.0% | — | 143 | +109 | New | Q4 2025 | Jan 13, 2026 |
| CX Institutional | History | New | 107 | 3 | 0.0% | — | 142 | +107 | New | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | No change | 108 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 87 | 2 | 0.0% | — | 145 | +87 | New | Q4 2025 | Jan 21, 2026 |
| Greenline Wealth Management LLC | History | New | 79 | 2 | 0.0% | — | 147 | +79 | New | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | New | 68 | 2 | 0.0% | — | 146 | +68 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 60 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 49 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,820 | -100.0% | Q3 2025 | Feb 03, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -6,775 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2025 | Nov 18, 2025 |
| AdvisorNet Financial, Inc | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| Navalign, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |