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 | No change | 14,953,044 | 526,945 | 0.12% | 0.12% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 8,369,362 | 294,936 | 4.16% | 4.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 8,303,169 | 292,603 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,675,954 | 200,020 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 5,216,503 | 183,829 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 3,382,673 | 119,205 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 2,148,091 | 74,775 | 1.82% | 1.83% | 7 | +164,974 | 8.32% | Q3 2026 | Nov 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,866,016 | 65,758 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 1,711,616 | 59,581 | 0.1% | 0.09% | 9 | +175,346 | 11.41% | Q3 2026 | Oct 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,490,362 | 52,519 | 0.48% | 0.48% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,483,789 | 51,650 | 0.07% | 0.06% | 11 | +70,968 | 5.02% | Q3 2026 | Nov 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,349,068 | 47,541 | 0.45% | 0.45% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,297,153 | 45,712 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,240,110 | 43,701 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,173,085 | 40,835 | 0.09% | 0.1% | 15 | -8,778 | -0.74% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,107,314 | 39,025 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 957,504 | 33,742 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 916,929 | 32,312 | 0.3% | 0.3% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 792,699 | 27,967 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 783,191 | 27,599 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compton Financial Group, LLC | History | No change | 636,441 | 22,428 | 4.32% | 4.32% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 602,227 | 20,963 | 15.84% | 15.91% | 22 | +10,716 | 1.81% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 531,271 | 18,493 | 0.02% | 0.02% | 23 | +56,372 | 11.87% | Q3 2026 | Oct 30, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 502,212 | 17,697 | 8.37% | 8.37% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 458,925 | 16,172 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 436,166 | 15,370 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 438,380 | 15,244 | 0.04% | 0.04% | 27 | +20,774 | 4.97% | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 438,265 | 15,045 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 415,364 | 14,458 | 0.14% | 0.11% | 29 | +91,685 | 28.33% | Q3 2026 | Oct 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 394,290 | 13,748 | 0.45% | 0.45% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KWB Wealth | History | New | 394,079 | 13,717 | 1.17% | — | 31 | +394,079 | New | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 369,296 | 13,013 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 349,852 | 12,328 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 341,123 | 12,021 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Strategic Blueprint, LLC | History | Added to | 337,120 | 11,735 | 0.58% | 0.58% | 35 | +6,549 | 1.98% | Q3 2026 | Oct 22, 2026 |
| Valmark Advisers, Inc. | History | No change | 323,952 | 11,416 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 312,106 | 10,998 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Venture Visionary Partners LLC | History | Added to | 299,344 | 10,420 | 0.27% | 0.26% | 38 | +29,739 | 11.03% | Q3 2026 | Oct 07, 2026 |
| KINTRA WEALTH, LLC | History | No change | 285,637 | 10,280 | 0.54% | 0.54% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 287,045 | 10,115 | 0.12% | 0.12% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 256,543 | 8,930 | 0.03% | 0.02% | 41 | +109,701 | 74.71% | Q3 2026 | Nov 02, 2026 |
| Intrua Financial, LLC | History | Reduced | 243,177 | 8,464 | 0.79% | 0.85% | 42 | -20,830 | -7.89% | Q3 2026 | Oct 28, 2026 |
| Private Advisor Group, LLC | History | No change | 238,292 | 8,397 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 232,702 | 8,200 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 232,465 | 8,192 | 0.49% | 0.49% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 198,272 | 6,987 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 200,298 | 6,972 | 0.05% | 0.06% | 47 | +11,217 | 5.93% | Q3 2026 | Oct 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 193,568 | 6,738 | 0.04% | 0.04% | 48 | +9,072 | 4.92% | Q3 2026 | Oct 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 176,904 | 6,234 | 0.14% | 0.14% | 49 | 0 | 0.0% | 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% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 169,793 | 5,983 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNB Wealth Management, LLC | History | Added to | 166,970 | 5,812 | 3.2% | 3.19% | 52 | +1,628 | 0.98% | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 163,775 | 5,771 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Elequin Capital, LP | History | No change | 155,662 | 5,485 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 151,601 | 5,342 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 145,392 | 5,123 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 142,650 | 5,026 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 137,264 | 4,837 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Hopwood Nicholas Hunter | History | No change | 132,891 | 4,683 | 1.28% | 1.28% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG Asset Management Group, Inc. | History | Added to | 132,875 | 4,625 | 2.86% | 2.83% | 60 | +4,747 | 3.7% | Q3 2026 | Oct 21, 2026 |
| LongView Wealth Management | History | Added to | 132,115 | 4,598 | 1.11% | 1.12% | 61 | +8,272 | 6.68% | Q3 2026 | Oct 19, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 127,795 | 4,448 | 0.2% | 0.22% | 62 | -850 | -0.66% | Q3 2026 | Oct 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 122,663 | 4,323 | 0.18% | 0.18% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 115,656 | 4,075 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 110,289 | 3,812 | 0.26% | 0.28% | 65 | +1,634 | 1.5% | Q3 2026 | Oct 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 107,010 | 3,725 | 0.0% | 0.0% | 66 | +28,079 | 35.57% | Q3 2026 | Nov 05, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 104,546 | 3,639 | 0.29% | 0.29% | 67 | +4,688 | 4.69% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 104,546 | 3,639 | 0.39% | 0.39% | 68 | +4,688 | 4.69% | Q3 2026 | Oct 28, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 102,708 | 3,575 | 0.43% | 0.35% | 69 | +21,779 | 26.91% | Q3 2026 | Oct 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 99,036 | 3,490 | 0.17% | 0.17% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 100,160 | 3,486 | 0.07% | 0.04% | 71 | +43,515 | 76.82% | Q3 2026 | Nov 02, 2026 |
| Capital Analysts, LLC | History | No change | 89,985 | 3,171 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 88,662 | 3,086 | 0.03% | 0.03% | 73 | +20,281 | 29.66% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 87,513 | 3,049 | 0.0% | 0.0% | 74 | +76,647 | 705.38% | Q3 2026 | Oct 13, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 84,707 | 2,948 | 2.36% | 2.41% | 75 | +3,055 | 3.74% | Q3 2026 | Oct 23, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 83,625 | 2,910 | 1.23% | 1.18% | 76 | +6,777 | 8.82% | Q3 2026 | Oct 15, 2026 |
| PFG Advisors | History | Added to | 78,574 | 2,735 | 0.14% | 0.13% | 77 | +5,110 | 6.96% | Q3 2026 | Oct 15, 2026 |
| Capital Investment Management, Inc. | History | No change | 72,711 | 2,562 | 0.78% | 0.78% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | No change | 72,085 | 2,540 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 70,437 | 2,451 | 0.02% | 0.02% | 80 | +19,542 | 38.4% | Q3 2026 | Oct 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 67,633 | 2,354 | 0.03% | 0.02% | 81 | +11,830 | 21.2% | Q3 2026 | Oct 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 65,517 | 2,308 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 64,811 | 2,283 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 65,072 | 2,265 | 0.03% | 0.03% | 84 | +9,597 | 17.3% | Q3 2026 | Oct 22, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 63,759 | 2,246 | 0.19% | 0.19% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 63,280 | 2,229 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| R2 Capital Strategies, LLC | History | Added to | 60,653 | 2,111 | 0.9% | 0.95% | 87 | +1,021 | 1.71% | Q3 2026 | Oct 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 58,367 | 2,031 | 0.11% | 0.11% | 88 | +2,332 | 4.16% | Q3 2026 | Oct 29, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 56,618 | 1,970 | 0.7% | 0.72% | 89 | -177 | -0.31% | Q3 2026 | Oct 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 51,804 | 1,803 | 0.03% | 0.03% | 90 | -46 | -0.09% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 49,880 | 1,757 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Security Financial Services, INC. | History | Added to | 49,983 | 1,739 | 0.23% | 0.23% | 92 | +2,005 | 4.18% | Q3 2026 | Oct 29, 2026 |
| IAG Wealth Partners, LLC | History | No change | 48,401 | 1,705 | 0.17% | 0.17% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | New | 47,618 | 1,657 | 0.1% | — | 94 | +47,618 | New | Q3 2026 | Nov 03, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 47,371 | 1,648 | 0.01% | 0.01% | 95 | -4,657 | -8.95% | Q3 2026 | Oct 14, 2026 |
| World Investment Advisors | History | No change | 52,820 | 1,614 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 46,172 | 1,607 | 0.69% | 0.74% | 97 | +162 | 0.35% | Q3 2026 | Oct 22, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 45,544 | 1,585 | 0.3% | 0.31% | 98 | +276 | 0.61% | Q3 2026 | Oct 14, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 42,001 | 1,462 | 0.24% | 0.25% | 99 | +3,337 | 8.63% | Q3 2026 | Oct 29, 2026 |
| Advyzon Investment Management, LLC | History | No change | 41,183 | 1,451 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantus Wealth LLC | History | No change | 39,160 | 1,379 | 0.74% | 0.74% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 37,843 | 1,317 | 0.05% | 0.05% | 102 | +3,847 | 11.32% | Q3 2026 | Oct 23, 2026 |
| Principle Wealth Partners LLC | History | Added to | 35,980 | 1,252 | 0.06% | 0.05% | 103 | +5,620 | 18.51% | Q3 2026 | Nov 02, 2026 |
| GWN SECURITIES INC. | History | No change | 35,396 | 1,247 | 0.21% | 0.21% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 35,349 | 1,230 | 0.02% | 0.02% | 105 | +2,161 | 6.51% | Q3 2026 | Oct 13, 2026 |
| CLG LLC | History | Added to | 31,999 | 1,113 | 0.23% | 0.23% | 106 | +2,320 | 7.82% | Q3 2026 | Oct 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 31,822 | 1,107 | 0.2% | 0.2% | 107 | +1,689 | 5.61% | Q3 2026 | Nov 03, 2026 |
| Merited Wealth, LLC | History | Reduced | 31,547 | 1,098 | 0.76% | 1.15% | 108 | -14,672 | -31.74% | Q3 2026 | Oct 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 30,576 | 1,077 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 30,648 | 1,069 | 0.07% | 0.04% | 110 | +14,220 | 86.56% | Q3 2026 | Oct 30, 2026 |
| Simplicity Wealth,LLC | History | Added to | 30,540 | 1,063 | 0.03% | 0.03% | 111 | +4,593 | 17.7% | Q3 2026 | Oct 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 28,318 | 985 | 0.34% | 0.0% | 112 | +28,106 | 13257.55% | Q3 2026 | Oct 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 28,867 | 979 | 0.01% | 0.01% | 113 | +9,019 | 45.44% | Q3 2026 | Nov 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 27,827 | 969 | 0.02% | 0.02% | 114 | +3,450 | 14.15% | Q3 2026 | Oct 22, 2026 |
| MSH Capital Advisors LLC | History | Added to | 27,390 | 953 | 0.15% | 0.11% | 115 | +8,935 | 48.42% | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 26,853 | 946 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 25,516 | 888 | 0.27% | 0.19% | 117 | +11,870 | 86.99% | Q3 2026 | Oct 27, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 23,022 | 801 | 0.44% | — | 118 | +23,022 | New | Q3 2026 | Oct 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 22,827 | 794 | 0.01% | 0.02% | 119 | -32,645 | -58.85% | Q3 2026 | Oct 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 21,988 | 774 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 22,204 | 772 | 0.17% | 0.18% | 121 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 22,033 | 766 | 0.02% | — | 122 | +22,033 | New | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 21,665 | 763 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center For Asset Management LLC | History | New | 20,312 | 707 | 0.32% | — | 124 | +20,312 | New | Q3 2026 | Oct 16, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 19,006 | 661 | 0.06% | 0.07% | 125 | +93 | 0.49% | Q3 2026 | Oct 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 18,138 | 639 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 17,946 | 624 | 0.02% | 0.02% | 127 | +3,518 | 24.38% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,880 | 622 | 0.0% | 0.0% | 128 | +682 | 3.97% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,326 | 610 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16,664 | 587 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | Reduced | 16,186 | 563 | 0.02% | 0.02% | 131 | -347 | -2.1% | Q3 2026 | Oct 30, 2026 |
| Balboa Wealth Partners | History | Added to | 16,117 | 561 | 0.08% | 0.08% | 132 | +22 | 0.14% | Q3 2026 | Oct 20, 2026 |
| VestGen Investment Management | History | No change | 15,864 | 559 | 0.3% | 0.3% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 15,434 | 543 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 13,912 | 484 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 13,712 | 474 | 0.01% | 0.01% | 136 | +1,391 | 11.29% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 13,712 | 474 | 0.01% | 0.01% | 137 | +1,391 | 11.29% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,443 | 467 | 0.0% | 0.0% | 138 | +2,450 | 22.29% | Q3 2026 | Oct 30, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,538 | 441 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,015 | 423 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 11,403 | 396 | 0.14% | 0.11% | 142 | +2,020 | 21.53% | Q3 2026 | Oct 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,398 | 396 | 0.0% | 0.0% | 141 | -116 | -1.01% | Q3 2026 | Oct 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,063 | 389 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 10,469 | 368 | 0.12% | 0.12% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 10,013 | 352 | 0.18% | 0.18% | 145 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GeoWealth Management, LLC | History | No change | 9,951 | 350 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,949 | 346 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 9,350 | 329 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 9,400 | 327 | 0.02% | — | 149 | +9,400 | New | Q3 2026 | Nov 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,724 | 307 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| McKinney Capital Management, LLC | History | No change | 8,396 | 295 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Council, LLC | History | No change | 8,372 | 291 | 0.09% | 0.1% | 152 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Lincoln Capital LLC | History | Added to | 7,881 | 274 | 0.05% | 0.04% | 153 | +929 | 13.36% | Q3 2026 | Oct 09, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 7,657 | 269 | 0.18% | 0.18% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 7,720 | 268 | 0.13% | 0.1% | 155 | +2,479 | 47.3% | Q3 2026 | Nov 05, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 7,567 | 266 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 7,606 | 264 | 0.02% | 0.02% | 157 | -289 | -3.66% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | Reduced | 7,247 | 252 | 0.01% | 0.01% | 158 | -2,012 | -21.73% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 6,961 | 245 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 6,587 | 229 | 0.06% | 0.01% | 160 | +5,387 | 448.92% | Q3 2026 | Oct 13, 2026 |
| Equity Wealth Partners, LLC | History | New | 6,521 | 226 | 0.07% | — | 161 | +6,521 | New | Q3 2026 | Oct 23, 2026 |
| D.A. DAVIDSON & CO. | History | New | 6,240 | 217 | 0.0% | — | 162 | +6,240 | New | Q3 2026 | Oct 27, 2026 |
| Colonial River Investments, LLC | History | New | 6,193 | 215 | 0.06% | — | 163 | +6,193 | New | Q3 2026 | Oct 19, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 6,061 | 213 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 5,949 | 207 | 0.09% | 0.05% | 165 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Key FInancial Inc | History | Reduced | 5,215 | 181 | 0.03% | 0.03% | 166 | -96 | -1.81% | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,191 | 180 | 0.01% | 0.02% | 167 | -2,866 | -35.57% | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,904 | 172 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 4,122 | 143 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,882 | 135 | 0.01% | 0.01% | 170 | +103 | 2.73% | Q3 2026 | Oct 26, 2026 |
| MORGAN STANLEY | History | No change | 3,573 | 125 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,120 | 109 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 2,750 | 95 | 0.07% | 0.08% | 173 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| UMB Private Wealth Management, LLC | History | New | 2,697 | 93 | 0.09% | — | 174 | +2,697 | New | Q3 2026 | Oct 19, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,500 | 88 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,077 | 73 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | New | 1,933 | 67 | 0.0% | — | 177 | +1,933 | New | Q3 2026 | Nov 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,659 | 57 | 0.0% | — | 178 | +1,659 | New | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 1,429 | 49 | 0.0% | 0.0% | 179 | +72 | 5.31% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,220 | 42 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | New | 1,160 | 40 | 0.0% | — | 181 | +1,160 | New | Q3 2026 | Oct 15, 2026 |
| Financial Perspectives, Inc | History | Reduced | 1,000 | 34 | 0.01% | 0.01% | 182 | -145 | -12.66% | Q3 2026 | Nov 03, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 839 | 29 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 793 | 27 | 0.0% | 0.0% | 184 | +191 | 31.73% | Q3 2026 | Oct 08, 2026 |
| Vision Retirement, LLC | History | No change | 752 | 26 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | New | 459 | 15 | 0.0% | — | 186 | +459 | New | Q3 2026 | Oct 30, 2026 |
| Rossby Financial, LCC | History | Added to | 412 | 14 | 0.0% | 0.0% | 187 | +57 | 16.06% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 393 | 13 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 288 | 10 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 260 | 9 | 0.0% | — | 190 | +260 | New | Q3 2026 | Nov 04, 2026 |
| CENTRAL TRUST Co | History | No change | 207 | 7 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 171 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 146 | 5 | 0.0% | — | 193 | +139 | 1985.71% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 108 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,183 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.07% | — | -7,527 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Wealthcare Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,047 | -100.0% | Q3 2026 | Oct 21, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2026 | Oct 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Oct 15, 2026 |