Capital Group Global Equity ETF - CGGE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,096,165 | 429,933 | 0.12% | 0.11% | 1 | +1,980,478 | 16.35% | Q1 2026 | May 04, 2026 |
| Capital International Investors | History | Added to | 8,002,856 | 244,087 | 0.06% | 0.02% | 2 | +4,200,941 | 110.5% | Q1 2026 | May 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 6,918,527 | 211,015 | 3.56% | 2.73% | 3 | +1,505,423 | 27.81% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,734,166 | 144,392 | 0.03% | 0.01% | 4 | +2,399,791 | 102.8% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 3,945,807 | 120,347 | 0.03% | 0.02% | 5 | +1,204,087 | 43.92% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 3,285,183 | 100,198 | 0.11% | 0.1% | 6 | +459,321 | 16.25% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | New | 2,749,114 | 83,847 | 0.77% | — | 7 | +2,749,114 | New | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,577,926 | 48,126 | 1.54% | 1.43% | 8 | +214,606 | 15.74% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,576,137 | 48,072 | 0.13% | 0.12% | 9 | +21,846 | 1.41% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 1,429,913 | 43,612 | 0.09% | 0.08% | 10 | +216,961 | 17.89% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,298,512 | 39,604 | 0.39% | 0.22% | 11 | +679,265 | 109.69% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,226,469 | 37,407 | 0.05% | 0.03% | 12 | +570,679 | 87.02% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,198,245 | 36,546 | 0.01% | 0.01% | 13 | +94,789 | 8.59% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,156,513 | 35,274 | 0.09% | 0.06% | 14 | +371,939 | 47.41% | Q1 2026 | Apr 22, 2026 |
| Clarius Group, LLC | History | No change | 1,103,189 | 34,893 | 1.99% | 1.99% | 15 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,081,536 | 32,987 | 0.09% | 0.08% | 16 | +85,282 | 8.56% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 966,844 | 29,491 | 0.04% | 0.03% | 17 | +357,952 | 58.79% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 885,670 | 27,012 | 0.3% | 0.31% | 18 | +161,083 | 22.23% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 854,249 | 26,054 | 0.09% | 0.09% | 19 | +108,330 | 14.52% | Q1 2026 | Jun 02, 2026 |
| &PARTNERS | History | Added to | 754,025 | 23,022 | 0.11% | 0.11% | 20 | +109,824 | 17.05% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 589,046 | 17,965 | 0.01% | 0.01% | 21 | +76,135 | 14.84% | Q1 2026 | May 14, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 586,128 | 17,876 | 15.48% | 15.17% | 22 | -12,497 | -2.09% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 523,335 | 15,961 | 0.14% | 0.1% | 23 | +99,075 | 23.35% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 486,152 | 14,827 | 0.0% | 0.0% | 24 | +86,152 | 21.54% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 403,117 | 12,295 | 0.02% | 0.01% | 25 | +49,169 | 13.89% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 394,290 | 11,631 | 0.42% | 0.44% | 26 | +32,706 | 9.05% | Q1 2026 | May 15, 2026 |
| Compton Financial Group, LLC | History | Added to | 363,042 | 11,072 | 2.45% | 0.11% | 27 | +347,561 | 2245.08% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 356,920 | 10,886 | 0.42% | 0.25% | 28 | +286,935 | 409.99% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 347,872 | 10,314 | 0.0% | 0.0% | 29 | +155,590 | 80.92% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 329,108 | 10,037 | 0.11% | 0.1% | 30 | +43,295 | 15.15% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 324,860 | 10,006 | 0.03% | 0.0% | 31 | +323,018 | 17536.26% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 323,839 | 9,877 | 0.57% | 0.58% | 32 | +11,692 | 3.75% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 311,225 | 9,492 | 0.05% | 0.03% | 33 | +19,057 | 6.52% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 304,297 | 9,281 | 0.12% | 0.1% | 34 | +47,618 | 18.55% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 267,687 | 8,164 | 0.01% | 0.0% | 35 | +164,149 | 158.54% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 248,519 | 7,579 | 0.11% | 0.1% | 36 | +37,086 | 17.54% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 244,922 | 7,470 | 0.77% | 0.75% | 37 | +20,416 | 9.09% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 233,304 | 7,115 | 0.08% | 0.17% | 38 | -250,346 | -51.76% | Q1 2026 | Apr 20, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 218,540 | 6,665 | 0.47% | 0.57% | 39 | +88,870 | 68.54% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 208,665 | 6,364 | 0.1% | 0.07% | 40 | +98,865 | 90.04% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 196,146 | 5,982 | 0.2% | 0.19% | 41 | +13,467 | 7.37% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 193,663 | 5,906 | 0.15% | 0.07% | 42 | +102,321 | 112.02% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 187,004 | 5,703 | 0.06% | 0.06% | 43 | +16,553 | 9.71% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 179,592 | 5,477 | 0.03% | 0.02% | 44 | +49,514 | 38.06% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 173,741 | 5,299 | 0.0% | — | 45 | +173,741 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 166,277 | 5,071 | 0.0% | 0.0% | 46 | +3,019 | 1.85% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 155,239 | 4,734 | 0.06% | 0.04% | 47 | +42,579 | 37.79% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 151,449 | 4,619 | 0.08% | — | 48 | +151,449 | New | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 148,863 | 4,540 | 0.03% | 0.04% | 49 | -398 | -0.27% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 138,967 | 4,238 | 0.03% | 0.03% | 50 | +17,222 | 14.15% | Q1 2026 | Apr 07, 2026 |
| LongView Wealth Management | History | Added to | 125,471 | 4,127 | 1.04% | 0.96% | 51 | +3,741 | 3.07% | Q1 2026 | Apr 15, 2026 |
| Merited Wealth, LLC | History | Added to | 133,710 | 4,078 | 3.38% | 3.82% | 52 | +3,485 | 2.68% | Q1 2026 | Apr 24, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 129,450 | 3,948 | 0.22% | 0.23% | 53 | +80 | 0.06% | Q1 2026 | May 11, 2026 |
| AMG Asset Management Group, Inc. | History | New | 126,260 | 3,850 | 2.99% | — | 54 | +126,260 | New | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 114,332 | 3,487 | 0.01% | 0.01% | 55 | +50,092 | 77.98% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 111,835 | 3,411 | 0.03% | 0.03% | 56 | +28,182 | 33.69% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 102,388 | 3,389 | 0.27% | 0.28% | 57 | +2,671 | 2.68% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 110,768 | 3,378 | 0.0% | 0.0% | 58 | +45,224 | 69.0% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 95,546 | 2,914 | 0.17% | 0.13% | 59 | +25,801 | 36.99% | Q1 2026 | May 12, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 90,826 | 2,770 | 0.28% | 0.26% | 60 | +13,781 | 17.89% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 90,826 | 2,770 | 0.41% | 0.37% | 61 | +13,781 | 17.89% | Q1 2026 | May 11, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 72,680 | 2,216 | 2.35% | 2.17% | 62 | +8,683 | 13.57% | Q1 2026 | Apr 10, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 65,713 | 2,004 | 0.95% | 0.82% | 63 | +11,418 | 21.03% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Management, Inc. | History | Added to | 65,024 | 1,983 | 0.68% | 0.63% | 64 | +8,476 | 14.99% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 57,283 | 1,811 | 0.32% | 0.32% | 65 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PFG Advisors | History | Added to | 58,881 | 1,795 | 0.09% | 0.07% | 66 | +11,094 | 23.22% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 57,694 | 1,759 | 0.07% | — | 67 | +57,694 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 57,457 | 1,752 | 0.0% | — | 68 | +57,457 | New | Q1 2026 | May 13, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 57,240 | 1,745 | 0.72% | 0.71% | 69 | -53 | -0.09% | Q1 2026 | Apr 22, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 56,390 | 1,719 | 1.1% | 1.15% | 70 | -72 | -0.13% | Q1 2026 | May 13, 2026 |
| Security Financial Services, INC. | History | Added to | 55,949 | 1,706 | 0.27% | 0.23% | 71 | +9,163 | 19.58% | Q1 2026 | May 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 54,282 | 1,655 | 0.1% | 0.09% | 72 | +9,281 | 20.62% | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 52,215 | 1,592 | 0.03% | 0.03% | 73 | +3,236 | 6.61% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 52,081 | 1,588 | 0.04% | — | 75 | +52,081 | New | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | New | 52,066 | 1,588 | 0.03% | — | 74 | +52,066 | New | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 48,227 | 1,471 | 0.04% | 0.01% | 76 | +33,978 | 238.46% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 47,553 | 1,450 | 0.03% | 0.03% | 77 | +3,194 | 7.2% | Q1 2026 | Apr 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 47,268 | 1,441 | 0.33% | 0.34% | 78 | +653 | 1.4% | Q1 2026 | Apr 28, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 46,819 | 1,427 | 0.73% | 0.47% | 79 | +18,607 | 65.95% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 46,228 | 1,409 | 0.01% | 0.01% | 80 | +13,701 | 42.12% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 46,176 | 1,408 | 0.02% | 0.01% | 81 | +21,320 | 85.77% | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 44,506 | 1,357 | 0.12% | 0.05% | 82 | +24,151 | 118.65% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 43,347 | 1,322 | 0.03% | 0.03% | 83 | -969 | -2.19% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 43,009 | 1,311 | 0.0% | 0.0% | 84 | +6,006 | 16.23% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 40,605 | 1,238 | 0.11% | 0.14% | 85 | +3,151 | 8.41% | Q1 2026 | May 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 40,484 | 1,234 | 0.22% | 0.23% | 86 | +13,065 | 47.65% | Q1 2026 | May 01, 2026 |
| Vantus Wealth LLC | History | No change | 37,139 | 1,174 | 0.86% | 0.86% | 87 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 36,305 | 1,107 | 0.02% | 0.01% | 88 | +24,938 | 219.39% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 35,964 | 1,096 | 0.03% | 0.01% | 89 | +20,201 | 128.15% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 34,208 | 1,043 | 0.12% | 0.1% | 90 | +5,707 | 20.02% | Q1 2026 | Apr 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 34,086 | 1,039 | 0.05% | 0.05% | 91 | +348 | 1.03% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 33,036 | 1,007 | 0.06% | 0.06% | 92 | +1,529 | 4.85% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Added to | 31,095 | 948 | 0.18% | 0.15% | 93 | +7,383 | 31.14% | Q1 2026 | May 14, 2026 |
| LANDAAS & CO /WI /ADV | History | New | 30,432 | 928 | 0.2% | — | 94 | +30,432 | New | Q1 2026 | Apr 30, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 30,340 | 925 | 0.21% | 0.18% | 96 | +5,836 | 23.82% | Q1 2026 | May 21, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 30,360 | 925 | 0.05% | 0.06% | 95 | -1,730 | -5.39% | Q1 2026 | May 07, 2026 |
| CLG LLC | History | Added to | 27,726 | 845 | 0.21% | 0.2% | 97 | +2,155 | 8.43% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | New | 26,765 | 816 | 0.0% | — | 98 | +26,765 | New | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 24,796 | 756 | 0.0% | 0.0% | 99 | +5,255 | 26.89% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 24,389 | 744 | 0.02% | 0.02% | 100 | -254 | -1.03% | Q1 2026 | Apr 21, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 22,476 | 685 | 0.19% | 0.18% | 101 | +2,613 | 13.16% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 20,420 | 622 | 0.0% | — | 102 | +20,420 | New | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | New | 17,817 | 598 | 0.02% | — | 103 | +17,817 | New | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 19,586 | 597 | 0.1% | 0.1% | 104 | +955 | 5.13% | Q1 2026 | Apr 16, 2026 |
| NORTHERN TRUST CORP | History | Added to | 19,316 | 589 | 0.0% | 0.0% | 105 | +1,253 | 6.94% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,498 | 585 | 0.0% | 0.0% | 106 | +8,409 | 83.35% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 18,255 | 556 | 0.01% | 0.01% | 107 | +2,834 | 18.38% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Reduced | 17,187 | 524 | 0.02% | 0.02% | 108 | -241 | -1.38% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,519 | 510 | 0.0% | 0.0% | 109 | +9,049 | 121.14% | Q1 2026 | Apr 07, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 16,509 | 503 | 0.11% | 0.12% | 110 | -1,028 | -5.86% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,436 | 501 | 0.01% | 0.01% | 111 | +4,136 | 33.63% | Q1 2026 | Apr 14, 2026 |
| VestGen Investment Management | History | Reduced | 15,135 | 461 | 0.25% | 0.28% | 112 | -1,126 | -6.92% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,137 | 431 | 0.02% | 0.02% | 113 | +246 | 1.77% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,102 | 430 | 0.01% | 0.01% | 114 | -52 | -0.37% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,320 | 406 | 0.02% | 0.01% | 115 | +4,088 | 44.28% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 12,612 | 384 | 0.01% | 0.12% | 116 | -101,126 | -88.91% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 11,608 | 377 | 0.01% | — | 117 | +11,608 | New | Q1 2026 | May 01, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 12,079 | 368 | 0.01% | 0.01% | 118 | +707 | 6.22% | Q1 2026 | May 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,898 | 362 | 0.09% | — | 119 | +11,898 | New | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,063 | 337 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 11,041 | 336 | 0.02% | — | 121 | +11,041 | New | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 10,993 | 335 | 0.0% | — | 122 | +10,993 | New | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,555 | 321 | 0.0% | 0.0% | 123 | +1,085 | 11.46% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 10,179 | 310 | 0.0% | 0.0% | 124 | +2,669 | 35.54% | Q1 2026 | Apr 23, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,959 | 303 | 0.01% | 0.01% | 125 | -324 | -3.15% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | New | 9,409 | 286 | 0.01% | — | 126 | +9,409 | New | Q1 2026 | May 04, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 9,341 | 284 | 0.16% | — | 127 | +9,341 | New | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | New | 8,597 | 262 | 0.12% | — | 128 | +8,597 | New | Q1 2026 | Apr 27, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 7,691 | 259 | 0.24% | 0.51% | 129 | -4,469 | -36.75% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,382 | 257 | 0.0% | — | 130 | +8,382 | New | Q1 2026 | Apr 08, 2026 |
| Financial Council, LLC | History | Added to | 8,372 | 255 | 0.1% | 0.09% | 131 | +1,100 | 15.13% | Q1 2026 | Apr 21, 2026 |
| McKinney Capital Management, LLC | History | New | 8,214 | 250 | 0.21% | — | 132 | +8,214 | New | Q1 2026 | May 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 7,999 | 243 | 0.09% | — | 133 | +7,999 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 7,999 | 243 | 0.09% | — | 134 | +7,999 | New | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,837 | 239 | 0.0% | 0.0% | 135 | -21,579 | -73.36% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 7,657 | 233 | 0.2% | 0.21% | 136 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,600 | 231 | 0.02% | 0.02% | 137 | +380 | 5.26% | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 7,567 | 230 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advisor Resource Council | History | Reduced | 7,527 | 229 | 0.07% | 0.17% | 139 | -7,701 | -50.57% | Q1 2026 | May 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 7,399 | 225 | 0.08% | 0.09% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 7,108 | 224 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 7,090 | 216 | 0.09% | 0.1% | 142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 6,996 | 213 | 0.02% | — | 143 | +6,996 | New | Q1 2026 | Apr 30, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 6,667 | 203 | 0.01% | 0.01% | 144 | -3,736 | -35.91% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,282 | 198 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MOTCO | History | New | 4,801 | 146 | 0.01% | — | 146 | +4,801 | New | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,779 | 115 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,414 | 100 | 0.0% | 0.0% | 148 | +947 | 38.39% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 2,750 | 83 | 0.08% | 0.09% | 149 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 2,383 | 72 | 0.0% | — | 150 | +2,383 | New | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | New | 1,961 | 59 | 0.0% | — | 151 | +1,961 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,727 | 54 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 1,683 | 51 | 0.0% | 0.0% | 153 | +508 | 43.23% | Q1 2026 | May 05, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,450 | 44 | 0.02% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 1,356 | 41 | 0.0% | 0.0% | 155 | +118 | 9.53% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,220 | 37 | 0.0% | 0.0% | 156 | +895 | 275.38% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | No change | 1,175 | 35 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Financial Perspectives, Inc | History | No change | 1,145 | 34 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,020 | 31 | 0.0% | 0.0% | 159 | +720 | 240.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 1,038 | 31 | 0.0% | 0.0% | 160 | -64 | -5.81% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 871 | 26 | 0.0% | — | 161 | +868 | 28933.33% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 700 | 21 | 0.01% | — | 162 | +700 | New | Q1 2026 | May 14, 2026 |
| GoalVest Advisory LLC | History | New | 569 | 17 | 0.0% | — | 163 | +569 | New | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 547 | 16 | 0.0% | 0.0% | 164 | +189 | 52.79% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 522 | 15 | 0.0% | — | 165 | +522 | New | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 247 | 7 | 0.0% | 0.0% | 166 | +179 | 263.24% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | No change | 207 | 6 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | No change | 212 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 151 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 108 | 3 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | No change | 107 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 109 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 95 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 60 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 49 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -56,158 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,427 | -100.0% | Q1 2026 | May 15, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.5% | — | -25,060 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,107 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,521 | -100.0% | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,663 | -100.0% | Q1 2026 | Jun 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |