Capital Group Global Growth Equity ETF - CGGO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | History | No change | 24,774,736 | 1,048,714 | 14.78% | 14.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 18,115,822 | 766,842 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 14,975,499 | 633,912 | 0.17% | 0.17% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 13,059,538 | 552,810 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,938,991 | 547,707 | 0.13% | 0.13% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,795,701 | 456,982 | 0.24% | 0.24% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 8,838,361 | 374,127 | 0.34% | 0.34% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,781,261 | 371,710 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,460,417 | 266,113 | 0.11% | 0.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forge Financial Services LLC | History | No change | 5,752,864 | 243,518 | 20.97% | 20.97% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 5,512,320 | 233,336 | 0.29% | 0.29% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 4,801,489 | 203,247 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,782,747 | 202,475 | 0.24% | 0.24% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,997,091 | 169,198 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,892,017 | 164,749 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,532,856 | 149,546 | 0.35% | 0.35% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,510,585 | 148,603 | 0.3% | 0.3% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,181,653 | 92,349 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,995,334 | 84,462 | 0.27% | 0.27% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 1,805,738 | 76,487 | 0.31% | 0.31% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,713,417 | 72,528 | 0.22% | 0.22% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Council, LLC | History | No change | 1,580,300 | 66,894 | 21.7% | 21.7% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 1,459,504 | 61,780 | 7.85% | 7.85% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,438,602 | 60,896 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,445,862 | 59,280 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,246,791 | 52,776 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 1,227,797 | 51,972 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,215,633 | 51,458 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,175,063 | 49,739 | 0.45% | 0.45% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,123,024 | 47,537 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,122,260 | 47,505 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LVW Advisors, LLC | History | No change | 955,271 | 40,436 | 3.49% | 3.49% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 951,959 | 40,296 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 951,110 | 40,260 | 0.43% | 0.43% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 899,846 | 38,090 | 1.37% | 1.37% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 824,739 | 34,523 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 796,605 | 33,720 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 768,466 | 32,529 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 725,248 | 30,699 | 5.8% | 5.8% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BIP Wealth, LLC | History | No change | 691,401 | 29,266 | 0.83% | 0.83% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Science Advisors LLC | History | Added to | 696,356 | 27,701 | 11.65% | 12.59% | 41 | +27,236 | 4.07% | Q3 2026 | Oct 09, 2026 |
| Reliant Wealth Planning | History | No change | 653,161 | 27,648 | 7.6% | 7.6% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 651,051 | 27,558 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bleakley Financial Group, LLC | History | No change | 606,746 | 25,683 | 0.33% | 0.33% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCF Advisors LLC | History | No change | 577,700 | 24,454 | 0.87% | 0.87% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 548,777 | 23,229 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LifeGoal Investments, LLC | History | Added to | 583,487 | 23,211 | 7.08% | 10.4% | 47 | +46,547 | 8.67% | Q3 2026 | Oct 08, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 495,244 | 20,963 | 8.14% | 8.14% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KWB Wealth | History | No change | 488,425 | 20,675 | 1.77% | 1.77% | 49 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 485,120 | 20,535 | 0.28% | 0.28% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 483,526 | 20,467 | 0.4% | 0.4% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 479,981 | 20,317 | 0.23% | 0.23% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 479,462 | 20,295 | 0.25% | 0.25% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 478,630 | 20,260 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 507,591 | 20,191 | 1.49% | 1.47% | 55 | +49,462 | 10.8% | Q3 2026 | Oct 01, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 450,582 | 19,073 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 433,271 | 18,340 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 414,858 | 17,560 | 8.87% | 8.87% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 406,399 | 17,202 | 0.64% | 0.64% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 373,649 | 15,816 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compton Financial Group, LLC | History | No change | 368,876 | 15,614 | 3.01% | 3.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Souders Financial Advisors | History | No change | 367,342 | 15,549 | 1.56% | 1.56% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 366,115 | 15,497 | 2.73% | 2.73% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | No change | 360,000 | 15,238 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 348,629 | 14,757 | 0.18% | 0.18% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 338,681 | 14,336 | 0.87% | 0.87% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNB Wealth Management, LLC | History | No change | 337,545 | 14,288 | 7.81% | 7.81% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 326,963 | 13,840 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 315,769 | 13,366 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 315,195 | 13,342 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HighPoint Advisor Group LLC | History | No change | 301,513 | 12,763 | 0.45% | 0.45% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | No change | 298,241 | 12,624 | 0.29% | 0.29% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AA Financial Advisors, LLC | History | No change | 284,003 | 12,021 | 1.45% | 1.45% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Belpointe Asset Management LLC | History | No change | 277,104 | 11,729 | 0.38% | 0.38% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ruggaard & Associates LLC | History | No change | 266,143 | 11,265 | 4.04% | 4.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 263,789 | 11,166 | 7.08% | 7.08% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 263,577 | 11,157 | 0.72% | 0.72% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 260,704 | 11,035 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 257,537 | 10,901 | 0.24% | 0.24% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NavPoint Financial, Inc. | History | No change | 255,731 | 10,825 | 4.01% | 4.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 248,056 | 10,500 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 245,013 | 10,371 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carson Advisory Inc. | History | No change | 242,812 | 10,278 | 4.72% | 4.72% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 240,674 | 10,074 | 0.33% | 0.33% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 237,757 | 10,064 | 0.27% | 0.27% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Michael Brady & Co., LLC | History | No change | 235,612 | 9,973 | 8.8% | 8.8% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | No change | 233,427 | 9,880 | 1.0% | 1.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 233,162 | 9,869 | 0.28% | 0.28% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 232,984 | 9,862 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 230,171 | 9,743 | 0.94% | 0.94% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 228,727 | 9,682 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 222,757 | 9,429 | 5.45% | 5.45% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 220,096 | 9,316 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 217,966 | 9,226 | 0.19% | 0.19% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 217,803 | 9,219 | 0.44% | 0.44% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 202,039 | 8,552 | 7.12% | 7.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 190,769 | 8,075 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 198,417 | 7,893 | 0.06% | 0.07% | 98 | -26,459 | -11.77% | Q3 2026 | Oct 08, 2026 |
| SMITH, MOORE & CO. | History | No change | 185,514 | 7,852 | 0.51% | 0.51% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 183,217 | 7,755 | 0.87% | 0.87% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Balentine LLC | History | No change | 181,149 | 7,668 | 0.27% | 0.27% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 190,193 | 7,598 | 1.09% | 1.07% | 102 | +394 | 0.21% | Q3 2026 | Oct 08, 2026 |
| Boyer Financial Services, Inc. | History | No change | 183,101 | 7,465 | 6.3% | 6.3% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 175,235 | 7,417 | 0.38% | 0.38% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 173,988 | 7,364 | 0.39% | 0.39% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 171,161 | 7,245 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 168,346 | 7,126 | 0.47% | 0.47% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Advisors, LLC | History | No change | 165,969 | 7,025 | 1.48% | 1.48% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Burford Brothers, Inc. | History | No change | 164,755 | 6,974 | 2.56% | 2.56% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smith Thornton Advisors LLC | History | No change | 174,374 | 6,967 | 3.07% | 3.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 162,286 | 6,869 | 0.73% | 0.73% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 161,943 | 6,855 | 0.41% | 0.41% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hopwood Nicholas Hunter | History | No change | 158,961 | 6,728 | 1.85% | 1.85% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 157,851 | 6,681 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Strategic Blueprint, LLC | History | No change | 157,015 | 6,646 | 0.33% | 0.33% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaCore Capital LLC | History | No change | 147,460 | 6,241 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 144,988 | 6,137 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | No change | 144,885 | 6,133 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 143,812 | 6,087 | 1.26% | 1.26% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 143,277 | 6,064 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 133,792 | 5,663 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFG Advisors | History | No change | 132,869 | 5,624 | 0.28% | 0.28% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Convergence Financial, LLC | History | No change | 132,152 | 5,594 | 0.44% | 0.44% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 131,392 | 5,561 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Entruity Wealth, LLC | History | No change | 130,547 | 5,526 | 3.58% | 3.58% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WNY Asset Management, LLC | History | No change | 128,582 | 5,442 | 0.49% | 0.49% | 126 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 128,267 | 5,429 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bill Few Associates, Inc. | History | Added to | 134,867 | 5,365 | 1.11% | 1.12% | 128 | +10,809 | 8.71% | Q3 2026 | Oct 09, 2026 |
| CLG LLC | History | No change | 126,438 | 5,352 | 1.18% | 1.18% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 123,449 | 5,225 | 2.87% | 2.87% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 123,018 | 5,207 | 0.54% | 0.54% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CVFG LLC | History | No change | 120,595 | 5,104 | 0.54% | 0.54% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 119,037 | 5,038 | 1.22% | 1.22% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 118,002 | 4,995 | 0.5% | 0.5% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 117,463 | 4,972 | 2.17% | 2.17% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 117,068 | 4,955 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 116,079 | 4,913 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 114,471 | 4,845 | 0.76% | 0.76% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Venture Visionary Partners LLC | History | Added to | 121,268 | 4,824 | 0.13% | 0.12% | 139 | +17,017 | 16.32% | Q3 2026 | Oct 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 110,219 | 4,665 | 0.42% | 0.42% | 140 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 109,464 | 4,633 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 105,519 | 4,466 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 111,565 | 4,438 | 2.66% | 2.77% | 143 | +2,783 | 2.56% | Q3 2026 | Oct 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 103,918 | 4,398 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 103,762 | 4,392 | 1.91% | 1.91% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 103,584 | 4,384 | 0.83% | 0.83% | 146 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 99,349 | 4,205 | 1.47% | 1.47% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 99,011 | 4,191 | 0.17% | 0.17% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovran Advisors, LLC | History | No change | 107,389 | 4,167 | 0.31% | 0.31% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 96,997 | 4,106 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 95,304 | 4,034 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN ADVISORY INC | History | No change | 95,132 | 4,026 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 94,998 | 4,021 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER & CO INC | History | No change | 93,982 | 3,978 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 91,901 | 3,890 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Perspectives, Inc | History | No change | 90,788 | 3,843 | 0.94% | 0.94% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 89,753 | 3,799 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 88,827 | 3,760 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aprio Wealth Management, LLC | History | No change | 86,092 | 3,644 | 0.18% | 0.18% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 85,120 | 3,603 | 0.66% | 0.66% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LongView Wealth Management | History | No change | 84,928 | 3,594 | 0.92% | 0.92% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 82,493 | 3,491 | 0.21% | 0.21% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 81,806 | 3,462 | 1.26% | 1.26% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 81,027 | 3,429 | 0.65% | 0.65% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 79,321 | 3,357 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 79,036 | 3,345 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Financial Advisory LLC | History | No change | 75,395 | 3,191 | 0.63% | 0.63% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 86,779 | 3,174 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 74,106 | 3,136 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Code Waechter LLC | History | No change | 73,170 | 3,097 | 1.6% | 1.6% | 170 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 72,955 | 3,005 | 0.14% | 0.14% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 70,563 | 2,986 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 69,793 | 2,954 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blueprint Investment Partners LLC | History | No change | 69,132 | 2,926 | 0.24% | 0.24% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 68,678 | 2,907 | 0.32% | 0.32% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 68,082 | 2,881 | 0.67% | 0.67% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 67,653 | 2,863 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67,529 | 2,858 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 64,138 | 2,714 | 0.13% | 0.13% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Northwest Financial Advisors | History | No change | 64,017 | 2,709 | 0.36% | 0.36% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 63,976 | 2,708 | 1.62% | 1.62% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Saxony Capital Management, LLC | History | No change | 63,294 | 2,679 | 1.23% | 1.23% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rather & Kittrell, Inc. | History | No change | 61,527 | 2,604 | 0.36% | 0.36% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 61,288 | 2,594 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forum Finance Group S.A. | History | No change | 74,468 | 2,547 | 0.92% | 0.92% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 58,285 | 2,467 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 58,120 | 2,460 | 2.1% | 2.1% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 57,898 | 2,450 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | No change | 57,219 | 2,422 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINTRA WEALTH, LLC | History | No change | 56,892 | 2,349 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 54,659 | 2,313 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 54,317 | 2,299 | 0.93% | 0.93% | 192 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | No change | 52,582 | 2,225 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advance Capital Management, Inc. | History | No change | 52,150 | 2,207 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 52,133 | 2,206 | 0.73% | 0.73% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 52,096 | 2,205 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 51,860 | 2,195 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Latitude Advisors, LLC | History | No change | 51,605 | 2,184 | 0.87% | 0.87% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 51,017 | 2,159 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 50,580 | 2,141 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 50,384 | 2,132 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 51,741 | 2,102 | 0.55% | 0.55% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 48,400 | 2,048 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 47,331 | 2,003 | 0.63% | 0.63% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 50,242 | 1,998 | 0.13% | 0.14% | 205 | -346 | -0.68% | Q3 2026 | Oct 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 46,872 | 1,984 | 0.29% | 0.29% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 49,601 | 1,959 | 0.47% | 0.47% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 45,694 | 1,934 | 1.2% | 1.2% | 208 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MGO ONE SEVEN LLC | History | No change | 44,205 | 1,871 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lincoln Capital LLC | History | Added to | 46,423 | 1,847 | 0.32% | 0.26% | 210 | +11,833 | 34.21% | Q3 2026 | Oct 09, 2026 |
| Kachkovsky & Fisher, Inc. | History | No change | 42,404 | 1,794 | 1.73% | 1.73% | 211 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 41,188 | 1,743 | 0.58% | 0.58% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 40,618 | 1,719 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 39,507 | 1,672 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 41,823 | 1,663 | 0.11% | 0.1% | 215 | +4,293 | 11.44% | Q3 2026 | Oct 08, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 38,973 | 1,649 | 0.32% | 0.32% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Professional Financial Advisors, LLC | History | No change | 38,447 | 1,627 | 0.28% | 0.28% | 217 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Procyon Advisors, LLC | History | No change | 38,045 | 1,610 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 38,052 | 1,610 | 1.07% | 1.07% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 37,721 | 1,596 | 0.63% | 0.63% | 220 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Western Wealth Management, LLC | History | No change | 37,566 | 1,590 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 37,092 | 1,570 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 35,478 | 1,501 | 0.12% | 0.12% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 35,193 | 1,489 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 34,708 | 1,469 | 0.67% | 0.67% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 34,624 | 1,465 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advus Financial Partners, LLC | History | No change | 34,181 | 1,446 | 0.41% | 0.41% | 227 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 34,081 | 1,442 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 33,609 | 1,422 | 0.1% | 0.1% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | No change | 33,151 | 1,403 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Security Financial Services, INC. | History | No change | 32,987 | 1,396 | 0.19% | 0.19% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 32,884 | 1,391 | 1.36% | 1.36% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 32,768 | 1,387 | 0.27% | 0.27% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Management, Inc. | History | No change | 32,279 | 1,366 | 0.42% | 0.42% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 31,916 | 1,351 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 33,789 | 1,344 | 0.75% | 0.79% | 236 | +1,315 | 4.05% | Q3 2026 | Oct 08, 2026 |
| Advyzon Investment Management, LLC | History | No change | 30,720 | 1,300 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 28,656 | 1,213 | 0.43% | 0.43% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 28,419 | 1,203 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 28,124 | 1,190 | 0.4% | 0.4% | 240 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MSH Capital Advisors LLC | History | No change | 28,024 | 1,186 | 0.21% | 0.21% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vontobel Holding Ltd. | History | No change | 27,700 | 1,172 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Planning Navigators CORP | History | No change | 27,143 | 1,148 | 0.43% | 0.43% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vantus Wealth LLC | History | No change | 27,113 | 1,147 | 0.61% | 0.61% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 26,824 | 1,135 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 26,274 | 1,112 | 0.28% | 0.28% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 26,258 | 1,111 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 25,959 | 1,098 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Planning LLC | History | No change | 27,035 | 1,075 | 0.29% | 0.33% | 249 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 25,378 | 1,074 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Financial Advisors, LLC | History | No change | 25,047 | 1,060 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 24,621 | 1,042 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 24,429 | 1,034 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 24,021 | 1,016 | 0.47% | 0.47% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 23,641 | 1,000 | 0.1% | 0.1% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 23,603 | 999 | 0.25% | 0.25% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Diversify Advisory Services, LLC | History | No change | 25,321 | 991 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 25,321 | 991 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 22,853 | 967 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 22,725 | 961 | 0.53% | 0.53% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 21,565 | 912 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olistico Wealth, LLC | History | No change | 22,689 | 902 | 0.38% | 0.41% | 262 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 21,174 | 896 | 0.47% | 0.47% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 21,070 | 891 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 20,942 | 886 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 20,856 | 882 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 20,821 | 881 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 20,789 | 879 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 20,637 | 873 | 0.2% | 0.2% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perigon Wealth Management, LLC | History | No change | 20,488 | 867 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merited Wealth, LLC | History | No change | 20,209 | 855 | 0.6% | 0.6% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tudor Financial Inc. | History | No change | 19,963 | 845 | 0.38% | 0.38% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 19,800 | 838 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 19,439 | 822 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | No change | 19,152 | 810 | 0.14% | 0.14% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,661 | 789 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Howard Capital Management Group, LLC | History | No change | 18,566 | 785 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 18,521 | 784 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | History | No change | 17,968 | 760 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,811 | 753 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 18,159 | 742 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 17,523 | 741 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHOREO, LLC | History | No change | 17,241 | 729 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 16,563 | 701 | 0.69% | 0.69% | 284 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Advisory, LLC | History | No change | 16,275 | 688 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Security Advisor, Inc. | History | No change | 16,101 | 681 | 0.11% | 0.11% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Global Investments | History | No change | 15,865 | 672 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 15,241 | 645 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 16,047 | 638 | 0.17% | 0.14% | 289 | +3,168 | 24.6% | Q3 2026 | Oct 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 15,146 | 625 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 14,160 | 599 | 0.07% | 0.07% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 13,910 | 588 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 13,677 | 578 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Synergy Investment Management, LLC | History | No change | 13,525 | 572 | 0.14% | 0.14% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 13,311 | 563 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McNamara Financial Services, Inc. | History | No change | 12,731 | 538 | 0.09% | 0.09% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BRIGHTON JONES LLC | History | No change | 12,575 | 532 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 12,509 | 529 | 0.4% | 0.4% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| M Holdings Securities, Inc. | History | No change | 12,544 | 518 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 12,251 | 518 | 0.1% | 0.1% | 300 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |