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 | 14,953,044 | 526,945 | 0.12% | 0.12% | 1 | +856,879 | 6.08% | Q2 2026 | Aug 03, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 8,369,362 | 294,936 | 4.16% | 3.56% | 2 | +1,450,835 | 20.97% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | Added to | 8,303,169 | 292,603 | 0.06% | 0.06% | 3 | +300,313 | 3.75% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,675,954 | 200,020 | 0.03% | 0.03% | 4 | +941,788 | 19.89% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 5,216,503 | 183,829 | 0.04% | 0.03% | 5 | +1,270,696 | 32.2% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 3,382,673 | 119,205 | 0.11% | 0.11% | 6 | +97,490 | 2.97% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 1,983,117 | 69,885 | 1.83% | 1.54% | 7 | +405,191 | 25.68% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,866,016 | 65,758 | 0.13% | 0.13% | 8 | +289,879 | 18.39% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 1,536,270 | 54,138 | 0.09% | 0.09% | 9 | +106,357 | 7.44% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,490,362 | 52,519 | 0.48% | 0.39% | 10 | +191,850 | 14.77% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,412,821 | 49,787 | 0.06% | 0.05% | 11 | +186,352 | 15.19% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,349,068 | 47,541 | 0.45% | 0.77% | 12 | -1,400,046 | -50.93% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,297,153 | 45,712 | 0.01% | 0.01% | 13 | +98,908 | 8.25% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,240,110 | 43,701 | 0.08% | 0.09% | 14 | +83,597 | 7.23% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,181,863 | 41,649 | 0.1% | 0.09% | 15 | +100,327 | 9.28% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,107,314 | 39,025 | 0.05% | 0.04% | 16 | +140,470 | 14.53% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 957,504 | 33,742 | 0.1% | 0.09% | 17 | +103,255 | 12.09% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 916,929 | 32,312 | 0.3% | 0.3% | 18 | +31,259 | 3.53% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 792,699 | 27,967 | 0.11% | 0.11% | 19 | +38,674 | 5.13% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 783,191 | 27,599 | 0.01% | 0.01% | 20 | +194,145 | 32.96% | Q2 2026 | Aug 14, 2026 |
| Compton Financial Group, LLC | History | Added to | 636,441 | 22,428 | 4.32% | 2.45% | 21 | +273,399 | 75.31% | Q2 2026 | Aug 12, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 591,511 | 20,844 | 15.91% | 15.48% | 22 | +5,383 | 0.92% | Q2 2026 | Jul 16, 2026 |
| Panoramic Capital Partners, LLC | History | New | 502,212 | 17,697 | 8.37% | — | 23 | +502,212 | New | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 474,899 | 16,735 | 0.02% | 0.02% | 24 | +71,782 | 17.81% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 458,925 | 16,172 | 0.01% | 0.01% | 25 | +191,238 | 71.44% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 436,166 | 15,370 | 0.12% | 0.14% | 26 | -87,169 | -16.66% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 438,265 | 15,045 | 0.01% | 0.0% | 27 | +90,393 | 25.98% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 417,606 | 14,571 | 0.04% | 0.03% | 28 | +92,746 | 28.55% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 394,290 | 13,748 | 0.45% | 0.42% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 369,296 | 13,013 | 0.0% | 0.0% | 30 | +203,019 | 122.1% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 349,852 | 12,328 | 0.0% | 0.0% | 31 | -136,300 | -28.04% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 341,123 | 12,021 | 0.06% | 0.05% | 32 | +29,898 | 9.61% | Q2 2026 | Jul 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 330,571 | 11,649 | 0.58% | 0.57% | 33 | +6,732 | 2.08% | Q2 2026 | Jul 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 323,952 | 11,416 | 0.12% | 0.06% | 34 | +168,713 | 108.68% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 323,679 | 11,406 | 0.11% | 0.11% | 35 | -5,429 | -1.65% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | Added to | 312,106 | 10,998 | 0.12% | 0.12% | 36 | +7,809 | 2.57% | Q2 2026 | Jul 29, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 285,637 | 10,280 | 0.54% | 0.47% | 37 | +67,097 | 30.7% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 287,045 | 10,115 | 0.12% | 0.11% | 38 | +38,526 | 15.5% | Q2 2026 | Aug 04, 2026 |
| Venture Visionary Partners LLC | History | Added to | 269,605 | 9,500 | 0.26% | 0.2% | 39 | +73,459 | 37.45% | Q2 2026 | Jul 27, 2026 |
| Intrua Financial, LLC | History | Added to | 264,007 | 9,303 | 0.85% | 0.77% | 40 | +19,085 | 7.79% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 238,292 | 8,397 | 0.04% | 0.03% | 41 | +58,700 | 32.69% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 232,702 | 8,200 | 0.11% | 0.1% | 42 | +24,037 | 11.52% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 232,465 | 8,192 | 0.49% | 0.42% | 43 | -124,455 | -34.87% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 198,272 | 6,987 | 0.07% | 0.06% | 44 | +11,268 | 6.03% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 189,081 | 6,663 | 0.06% | 0.08% | 45 | -44,223 | -18.96% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 184,496 | 6,502 | 0.04% | 0.03% | 46 | +45,529 | 32.76% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 176,904 | 6,234 | 0.14% | 0.15% | 47 | -16,759 | -8.65% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 173,741 | 6,122 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 169,793 | 5,983 | 0.13% | 0.01% | 49 | +157,181 | 1246.28% | Q2 2026 | Aug 14, 2026 |
| BNB Wealth Management, LLC | History | Added to | 165,342 | 5,826 | 3.19% | 1.1% | 50 | +108,952 | 193.21% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 163,775 | 5,771 | 0.0% | — | 51 | +163,775 | New | Q2 2026 | Sep 02, 2026 |
| Elequin Capital, LP | History | New | 155,662 | 5,485 | 0.16% | — | 52 | +155,662 | New | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 151,601 | 5,342 | 0.08% | — | 53 | +151,601 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 146,842 | 5,174 | 0.02% | 0.01% | 54 | +32,510 | 28.43% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 145,392 | 5,123 | 0.08% | 0.08% | 55 | -6,057 | -4.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 142,650 | 5,026 | 0.03% | 0.03% | 56 | -6,213 | -4.17% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 137,264 | 4,837 | 0.03% | 0.03% | 57 | +25,429 | 22.74% | Q2 2026 | Sep 08, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 132,891 | 4,683 | 1.28% | 1.24% | 58 | +5,073 | 3.97% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 128,645 | 4,533 | 0.22% | 0.22% | 59 | -805 | -0.62% | Q2 2026 | Jul 24, 2026 |
| AMG Asset Management Group, Inc. | History | Added to | 128,128 | 4,515 | 2.83% | 2.99% | 60 | +1,868 | 1.48% | Q2 2026 | Jul 29, 2026 |
| LongView Wealth Management | History | Reduced | 123,843 | 4,364 | 1.12% | 1.04% | 61 | -1,628 | -1.3% | Q2 2026 | Jul 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 122,663 | 4,323 | 0.18% | — | 62 | +122,663 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 115,656 | 4,075 | 0.0% | — | 63 | +115,656 | New | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 108,655 | 3,721 | 0.28% | 0.27% | 64 | +6,267 | 6.12% | Q2 2026 | Jul 29, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 99,858 | 3,518 | 0.29% | 0.28% | 65 | +9,032 | 9.94% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 99,858 | 3,518 | 0.39% | 0.41% | 66 | +9,032 | 9.94% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 99,036 | 3,490 | 0.17% | 0.17% | 67 | +3,490 | 3.65% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 89,985 | 3,171 | 0.07% | 0.04% | 68 | +41,758 | 86.59% | Q2 2026 | Aug 05, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 81,652 | 2,852 | 2.41% | 2.35% | 69 | +8,972 | 12.34% | Q2 2026 | Jul 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 80,929 | 2,800 | 0.35% | 0.22% | 70 | +40,445 | 99.9% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 78,931 | 2,781 | 0.0% | 0.0% | 71 | +52,166 | 194.9% | Q2 2026 | Aug 06, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 76,848 | 2,708 | 1.18% | 0.95% | 72 | +11,135 | 16.94% | Q2 2026 | Jul 09, 2026 |
| PFG Advisors | History | Added to | 73,464 | 2,588 | 0.13% | 0.09% | 73 | +14,583 | 24.77% | Q2 2026 | Jul 16, 2026 |
| Capital Investment Management, Inc. | History | Added to | 72,711 | 2,562 | 0.78% | 0.68% | 74 | +7,687 | 11.82% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 72,085 | 2,540 | 0.05% | 0.01% | 75 | +53,830 | 294.88% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 68,381 | 2,409 | 0.03% | — | 76 | +68,381 | New | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 65,517 | 2,308 | 0.0% | 0.0% | 77 | +8,060 | 14.03% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 64,811 | 2,283 | 0.08% | 0.07% | 78 | +7,117 | 12.34% | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 63,759 | 2,246 | 0.19% | 0.12% | 79 | +19,253 | 43.26% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 63,280 | 2,229 | 0.05% | 0.03% | 80 | +27,316 | 75.95% | Q2 2026 | Aug 06, 2026 |
| R2 Capital Strategies, LLC | History | New | 59,632 | 2,101 | 0.95% | — | 81 | +59,632 | New | Q2 2026 | Jul 23, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 56,795 | 2,001 | 0.72% | 0.72% | 82 | -445 | -0.78% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 56,645 | 1,996 | 0.04% | 0.04% | 83 | +4,564 | 8.76% | Q2 2026 | Jul 29, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 56,035 | 1,974 | 0.11% | 0.1% | 84 | +1,753 | 3.23% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 55,803 | 1,966 | 0.02% | 0.02% | 85 | +19,498 | 53.71% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 55,472 | 1,954 | 0.02% | 0.0% | 86 | +38,953 | 235.81% | Q2 2026 | Jul 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 55,475 | 1,954 | 0.03% | 0.03% | 87 | +3,260 | 6.24% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | Added to | 52,028 | 1,833 | 0.01% | 0.01% | 88 | +5,800 | 12.55% | Q2 2026 | Jul 13, 2026 |
| RFG Advisory, LLC | History | Added to | 51,850 | 1,827 | 0.03% | 0.03% | 89 | +4,297 | 9.04% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | Added to | 50,895 | 1,793 | 0.02% | 0.02% | 90 | +4,719 | 10.22% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 49,880 | 1,757 | 0.0% | 0.0% | 91 | +6,871 | 15.98% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 48,401 | 1,705 | 0.17% | 0.12% | 92 | +14,193 | 41.49% | Q2 2026 | Aug 06, 2026 |
| Security Financial Services, INC. | History | Reduced | 47,978 | 1,690 | 0.23% | 0.27% | 93 | -7,971 | -14.25% | Q2 2026 | Jul 15, 2026 |
| Merited Wealth, LLC | History | Reduced | 46,219 | 1,628 | 1.15% | 3.38% | 94 | -87,491 | -65.43% | Q2 2026 | Aug 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 46,010 | 1,621 | 0.74% | 0.73% | 95 | -809 | -1.73% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | Added to | 52,820 | 1,614 | 0.03% | 0.03% | 96 | +754 | 1.45% | Q2 2026 | Aug 13, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 45,268 | 1,595 | 0.31% | 0.33% | 97 | -2,000 | -4.23% | Q2 2026 | Jul 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 41,183 | 1,451 | 0.11% | 0.11% | 98 | +578 | 1.42% | Q2 2026 | Aug 14, 2026 |
| Vantus Wealth LLC | History | New | 39,160 | 1,379 | 0.74% | — | 99 | +39,160 | New | Q2 2026 | Aug 07, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 38,664 | 1,362 | 0.25% | 0.2% | 100 | +8,232 | 27.05% | Q2 2026 | Jul 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 35,396 | 1,247 | 0.21% | 0.18% | 101 | +4,301 | 13.83% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 33,996 | 1,198 | 0.05% | 0.05% | 102 | -90 | -0.26% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 33,188 | 1,169 | 0.02% | 0.03% | 103 | -10,159 | -23.44% | Q2 2026 | Jul 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 30,576 | 1,077 | 0.0% | 0.0% | 104 | +5,780 | 23.31% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 30,360 | 1,069 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 30,133 | 1,061 | 0.2% | 0.21% | 106 | -207 | -0.68% | Q2 2026 | Jul 31, 2026 |
| CLG LLC | History | Added to | 29,679 | 1,045 | 0.23% | 0.21% | 107 | +1,953 | 7.04% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | New | 26,853 | 946 | 0.03% | — | 108 | +26,853 | New | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 25,947 | 914 | 0.03% | 0.06% | 109 | -7,089 | -21.46% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 24,377 | 859 | 0.02% | 0.02% | 110 | -12 | -0.05% | Q2 2026 | Jul 28, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 22,204 | 782 | 0.18% | 0.19% | 111 | -272 | -1.21% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,988 | 774 | 0.0% | 0.0% | 112 | +3,490 | 18.87% | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 21,665 | 763 | 0.02% | 0.01% | 113 | +14,998 | 224.96% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 19,848 | 699 | 0.01% | 0.01% | 114 | +3,412 | 20.76% | Q2 2026 | Jul 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 18,913 | 666 | 0.07% | — | 115 | +18,913 | New | Q2 2026 | Jul 28, 2026 |
| MSH Capital Advisors LLC | History | Added to | 18,455 | 650 | 0.11% | 0.11% | 116 | +1,946 | 11.79% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 18,183 | 640 | 0.02% | 0.02% | 117 | +366 | 2.05% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 18,138 | 639 | 0.04% | 0.02% | 118 | +7,097 | 64.28% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 17,326 | 610 | 0.01% | — | 119 | +17,326 | New | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 17,198 | 606 | 0.0% | 0.0% | 120 | -3,222 | -15.78% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 16,664 | 587 | 0.0% | 0.0% | 121 | +6,109 | 57.88% | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | Reduced | 16,533 | 582 | 0.02% | 0.02% | 122 | -654 | -3.81% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 16,428 | 578 | 0.04% | — | 123 | +16,428 | New | Q2 2026 | Jul 23, 2026 |
| Balboa Wealth Partners | History | Reduced | 16,095 | 567 | 0.08% | 0.1% | 124 | -3,491 | -17.82% | Q2 2026 | Aug 10, 2026 |
| VestGen Investment Management | History | Added to | 15,864 | 559 | 0.3% | 0.25% | 125 | +729 | 4.82% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 15,434 | 543 | 0.02% | 0.02% | 126 | +1,297 | 9.17% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,428 | 508 | 0.02% | 0.02% | 127 | +1,108 | 8.32% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,912 | 490 | 0.01% | 0.01% | 128 | -190 | -1.35% | Q2 2026 | Jul 31, 2026 |
| Latitude Advisors, LLC | History | Added to | 13,646 | 480 | 0.19% | 0.12% | 129 | +5,049 | 58.73% | Q2 2026 | Jul 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 12,538 | 441 | 0.01% | 0.01% | 130 | +459 | 3.8% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | New | 12,015 | 423 | 0.0% | — | 131 | +12,015 | New | Q2 2026 | Aug 06, 2026 |
| Diversify Advisory Services, LLC | History | New | 12,321 | 422 | 0.01% | — | 133 | +12,321 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 12,321 | 422 | 0.01% | 0.01% | 132 | +713 | 6.14% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,514 | 405 | 0.0% | 0.0% | 134 | +1,335 | 13.12% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,063 | 389 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,993 | 387 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,866 | 379 | 0.0% | 0.0% | 137 | +2,484 | 29.63% | Q2 2026 | Jul 15, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 10,469 | 368 | 0.12% | 0.08% | 138 | +3,070 | 41.49% | Q2 2026 | Aug 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 10,013 | 352 | 0.18% | 0.16% | 139 | +672 | 7.19% | Q2 2026 | Aug 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,951 | 350 | 0.01% | 0.01% | 140 | -8 | -0.08% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,949 | 346 | 0.0% | 0.0% | 141 | +6,535 | 191.42% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 9,383 | 330 | 0.11% | 0.09% | 142 | +1,384 | 17.3% | Q2 2026 | Jul 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 9,350 | 329 | 0.04% | — | 143 | +9,350 | New | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Reduced | 9,259 | 326 | 0.01% | 0.01% | 144 | -150 | -1.59% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,724 | 307 | 0.0% | — | 145 | +8,724 | New | Q2 2026 | Aug 19, 2026 |
| McKinney Capital Management, LLC | History | Added to | 8,396 | 295 | 0.12% | 0.21% | 147 | +182 | 2.22% | Q2 2026 | Aug 05, 2026 |
| Financial Council, LLC | History | No change | 8,372 | 295 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,057 | 283 | 0.02% | 0.02% | 148 | +1,061 | 15.17% | Q2 2026 | Jul 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,895 | 278 | 0.02% | 0.02% | 149 | +295 | 3.88% | Q2 2026 | Jul 20, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 7,657 | 269 | 0.18% | 0.2% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 7,567 | 266 | 0.02% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisor Resource Council | History | No change | 7,527 | 265 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 6,961 | 245 | 0.0% | 0.0% | 153 | -103,807 | -93.72% | Q2 2026 | Aug 13, 2026 |
| Lincoln Capital LLC | History | New | 6,952 | 244 | 0.04% | — | 154 | +6,952 | New | Q2 2026 | Jul 07, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 7,999 | 243 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SCOTIA CAPITAL INC. | History | New | 6,061 | 213 | 0.0% | — | 156 | +6,061 | New | Q2 2026 | Aug 11, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 6,047 | 213 | 0.09% | — | 157 | +6,047 | New | Q2 2026 | Jul 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 5,949 | 209 | 0.05% | 0.09% | 158 | -5,949 | -50.0% | Q2 2026 | Jul 09, 2026 |
| Key FInancial Inc | History | New | 5,311 | 187 | 0.03% | — | 159 | +5,311 | New | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 5,241 | 184 | 0.1% | — | 160 | +5,241 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,904 | 172 | 0.0% | 0.0% | 161 | +4,753 | 3147.68% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | New | 4,122 | 143 | 0.02% | — | 162 | +4,122 | New | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,779 | 133 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | Added to | 3,573 | 125 | 0.0% | 0.0% | 164 | +2,553 | 250.29% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,120 | 109 | 0.0% | 0.0% | 165 | +2,573 | 470.38% | Q2 2026 | Aug 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 2,750 | 96 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Investment Management, LLC | History | Added to | 2,500 | 88 | 0.02% | 0.01% | 167 | +1,800 | 257.14% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 2,077 | 73 | 0.0% | — | 168 | +2,077 | New | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 1,357 | 47 | 0.0% | 0.0% | 169 | +1 | 0.07% | Q2 2026 | Jul 20, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,200 | 42 | 0.01% | — | 171 | +1,200 | New | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,220 | 42 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Perspectives, Inc | History | No change | 1,145 | 40 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 1,038 | 31 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 839 | 29 | 0.01% | 0.0% | 174 | +744 | 783.16% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | New | 752 | 26 | 0.01% | — | 175 | +752 | New | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 602 | 21 | 0.0% | 0.0% | 176 | +493 | 452.29% | Q2 2026 | Jul 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 393 | 13 | 0.0% | — | 177 | +393 | New | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Added to | 355 | 12 | 0.0% | 0.0% | 178 | +108 | 43.72% | Q2 2026 | Aug 04, 2026 |
| ST GERMAIN D J CO INC | History | New | 288 | 10 | 0.0% | — | 179 | +288 | New | Q2 2026 | Jul 21, 2026 |
| CENTRAL TRUST Co | History | No change | 207 | 7 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Equity Partners, LLC | History | No change | 212 | 7 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Continuum Advisory, LLC | History | New | 171 | 6 | 0.0% | — | 182 | +171 | New | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | No change | 107 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Arax Advisory Partners | History | No change | 108 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,316 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,837 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.24% | — | -7,691 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -7,090 | -100.0% | Q2 2026 | Jul 28, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.01% | — | -4,801 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,961 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,683 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,450 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,175 | -100.0% | Q2 2026 | Aug 26, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -871 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -569 | -100.0% | Q2 2026 | Jul 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q2 2026 | Jul 02, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |