Capital Group Growth ETF - CGGR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 52,561,577 | 2,112,449 | 0.56% | 0.55% | 1 | +7,150,524 | 15.75% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 29,742,507 | 1,195,351 | 0.07% | 0.07% | 2 | +2,863,863 | 10.65% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 27,158,074 | 1,091,483 | 18.4% | 17.01% | 3 | +3,131,880 | 13.04% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,759,772 | 633,385 | 0.12% | 0.1% | 4 | +3,336,112 | 26.85% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,336,462 | 616,372 | 0.16% | 0.18% | 5 | +2,052,085 | 15.45% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,193,836 | 570,450 | 0.04% | 0.04% | 6 | +1,320,686 | 10.26% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,117,411 | 567,378 | 0.17% | 0.17% | 7 | +1,700,477 | 13.69% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,552,564 | 544,677 | 0.76% | 0.78% | 8 | +359,089 | 2.72% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,947,006 | 520,340 | 0.32% | 0.34% | 9 | +810,394 | 6.68% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 9,800,927 | 393,899 | 0.42% | 0.4% | 10 | +1,593,112 | 19.41% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,610,507 | 375,014 | 0.18% | 0.2% | 11 | +2,083,021 | 27.67% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,428,060 | 338,724 | 0.06% | 0.05% | 12 | +1,952,001 | 30.14% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,708,938 | 309,834 | 0.45% | 0.45% | 13 | +851,872 | 12.42% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 5,440,963 | 218,672 | 0.03% | 0.04% | 14 | +205,265 | 3.92% | Q1 2026 | May 05, 2026 |
| Forge Financial Services LLC | History | Added to | 5,394,648 | 216,810 | 21.96% | 3.13% | 15 | +5,229,947 | 3175.42% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,557,813 | 183,179 | 0.47% | 0.51% | 16 | +194,005 | 4.45% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,811,756 | 153,194 | 2.64% | 2.28% | 17 | +1,711,940 | 81.53% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,212,572 | 129,113 | 0.36% | 0.39% | 18 | -431,294 | -11.84% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,148,672 | 121,948 | 0.01% | 0.01% | 19 | +995,592 | 46.24% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,021,423 | 121,430 | 0.46% | 0.47% | 20 | +445,273 | 17.28% | Q1 2026 | Apr 30, 2026 |
| Advance Capital Management, Inc. | History | Added to | 2,860,148 | 114,949 | 4.36% | 1.59% | 21 | +2,017,650 | 239.48% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,634,776 | 105,889 | 1.05% | 0.37% | 22 | +1,886,155 | 251.95% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,491,382 | 100,128 | 2.03% | 2.36% | 23 | -142,280 | -5.4% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,433,904 | 97,822 | 0.09% | 0.09% | 24 | +93,336 | 3.99% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 2,239,454 | 90,111 | 0.45% | 0.48% | 25 | +167,741 | 8.1% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 2,196,342 | 88,271 | 0.95% | — | 26 | +2,196,342 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,093,186 | 84,125 | 0.39% | 0.41% | 27 | +111,185 | 5.61% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 2,002,105 | 80,464 | 0.21% | 0.27% | 28 | -253,232 | -11.23% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,999,359 | 80,354 | 0.13% | 0.13% | 29 | +155,207 | 8.42% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,910,571 | 76,785 | 0.57% | 0.64% | 30 | +108,313 | 6.01% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,836,814 | 73,821 | 0.07% | 0.07% | 31 | +243,416 | 15.28% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,623,062 | 65,230 | 0.77% | 0.48% | 32 | +749,890 | 85.88% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,453,353 | 58,410 | 3.19% | 3.3% | 33 | +161,930 | 12.54% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,440,378 | 57,895 | 0.93% | 0.95% | 34 | +132,895 | 10.16% | Q1 2026 | Apr 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 1,424,119 | 57,235 | 7.1% | 7.69% | 35 | +29,362 | 2.11% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,400,678 | 56,601 | 0.12% | 0.13% | 36 | -722,658 | -34.03% | Q1 2026 | Apr 08, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 1,393,637 | 56,010 | 15.33% | 24.71% | 37 | -28,707 | -2.02% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,389,920 | 55,860 | 0.1% | 0.1% | 38 | +100,662 | 7.81% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,324,519 | 53,232 | 0.97% | 1.03% | 39 | +120,863 | 10.04% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,311,860 | 52,723 | 0.09% | 0.1% | 40 | +121,765 | 10.23% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,215,680 | 48,858 | 0.12% | 0.1% | 41 | +194,338 | 19.03% | Q1 2026 | Apr 22, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,163,050 | 46,742 | 1.81% | 2.02% | 42 | +64,061 | 5.83% | Q1 2026 | May 07, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 1,077,772 | 43,315 | 11.45% | 12.87% | 43 | +38,478 | 3.7% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 980,811 | 43,159 | 0.28% | 0.21% | 44 | +293,164 | 42.63% | Q1 2026 | May 15, 2026 |
| JSF Financial, LLC | History | Added to | 1,063,800 | 42,754 | 8.38% | 8.05% | 45 | +190,083 | 21.76% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,012,061 | 40,674 | 0.44% | 0.63% | 46 | -231,073 | -18.59% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 879,221 | 39,098 | 0.69% | 0.69% | 47 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 930,119 | 37,381 | 13.89% | 14.42% | 48 | +70,911 | 8.25% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 905,700 | 36,400 | 0.22% | 0.23% | 49 | +66,504 | 7.92% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 874,408 | 35,142 | 0.54% | 0.59% | 50 | +222,576 | 34.15% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 837,377 | 33,654 | 0.0% | — | 51 | +837,377 | New | Q1 2026 | May 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 824,935 | 33,154 | 14.45% | 17.78% | 52 | +16,355 | 2.02% | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 808,098 | 32,479 | 1.03% | 1.21% | 53 | +31,230 | 4.02% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 800,000 | 32,152 | 0.03% | — | 54 | +800,000 | New | Q1 2026 | May 14, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 766,282 | 30,796 | 13.62% | 14.71% | 55 | +47,547 | 6.62% | Q1 2026 | Apr 27, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 764,300 | 30,714 | 4.08% | 4.9% | 56 | +57,447 | 8.13% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Added to | 743,743 | 29,891 | 0.27% | 0.29% | 57 | +15,314 | 2.1% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 741,529 | 29,801 | 0.04% | 0.01% | 58 | +634,546 | 593.13% | Q1 2026 | May 15, 2026 |
| Wealth Science Advisors LLC | History | No change | 667,396 | 29,679 | 16.7% | 17.12% | 59 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AA Financial Advisors, LLC | History | Added to | 733,484 | 29,478 | 4.15% | 3.08% | 60 | +358,472 | 95.59% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 725,845 | 29,171 | 1.22% | — | 61 | +725,845 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 703,381 | 28,268 | 0.06% | 0.05% | 62 | +146,564 | 26.32% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 688,877 | 27,685 | 0.04% | 0.05% | 63 | -118,152 | -14.64% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Added to | 661,865 | 26,600 | 0.01% | 0.0% | 64 | +446,211 | 206.91% | Q1 2026 | May 14, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 655,495 | 26,488 | 10.96% | 11.8% | 65 | +23,016 | 3.64% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 647,731 | 26,032 | 0.51% | 0.53% | 66 | +35,645 | 5.82% | Q1 2026 | Apr 14, 2026 |
| IAM Advisory, LLC | History | Reduced | 618,177 | 24,844 | 5.57% | 6.23% | 67 | -11,906 | -1.89% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Reduced | 602,177 | 24,201 | 0.03% | 0.03% | 68 | -4,812 | -0.79% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 570,490 | 22,927 | 0.48% | 0.44% | 69 | +126,755 | 28.57% | Q1 2026 | Apr 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 564,725 | 22,696 | 2.94% | — | 70 | +564,725 | New | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 554,586 | 22,288 | 0.52% | 1.31% | 71 | -646,453 | -53.82% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 531,603 | 21,365 | 0.12% | 0.13% | 72 | +4,380 | 0.83% | Q1 2026 | May 05, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 514,130 | 20,673 | 4.65% | 4.91% | 73 | +43,094 | 9.15% | Q1 2026 | May 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 513,200 | 20,625 | 0.44% | 0.39% | 74 | +99,640 | 24.09% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 505,438 | 20,313 | 0.11% | 0.11% | 75 | +40,935 | 8.81% | Q1 2026 | Apr 15, 2026 |
| Greenbush Financial Group, LLC | History | Reduced | 496,413 | 19,950 | 6.61% | 8.42% | 76 | -60,270 | -10.83% | Q1 2026 | Apr 17, 2026 |
| Challenger Wealth Management | History | No change | 442,679 | 19,685 | 15.02% | 15.02% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Council, LLC | History | Added to | 485,720 | 19,521 | 7.53% | 8.16% | 78 | +26,314 | 5.73% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 485,581 | 19,515 | 0.02% | 0.02% | 79 | +14,264 | 3.03% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 481,031 | 19,332 | 1.12% | 1.19% | 80 | +26,334 | 5.79% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 473,147 | 19,015 | 0.23% | 0.26% | 81 | -722 | -0.15% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 471,321 | 18,942 | 0.98% | 1.23% | 82 | -46,379 | -8.96% | Q1 2026 | Apr 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 443,655 | 17,830 | 0.3% | — | 83 | +443,655 | New | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 441,078 | 17,726 | 0.22% | 0.17% | 84 | +135,341 | 44.27% | Q1 2026 | Apr 28, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 436,542 | 17,544 | 5.38% | 5.86% | 85 | +5,609 | 1.3% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 419,902 | 17,048 | 0.16% | 0.33% | 86 | -282,163 | -40.19% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 421,674 | 16,947 | 0.05% | 0.05% | 87 | +23,140 | 5.81% | Q1 2026 | May 08, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 411,209 | 16,526 | 10.93% | 12.0% | 88 | +11,333 | 2.83% | Q1 2026 | Apr 22, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 409,768 | 16,468 | 2.02% | 2.19% | 89 | +10,169 | 2.54% | Q1 2026 | May 06, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 407,484 | 16,376 | 1.35% | 1.34% | 90 | +54,653 | 15.49% | Q1 2026 | Apr 08, 2026 |
| Capital Analysts, LLC | History | Added to | 407,450 | 16,375 | 0.43% | 0.39% | 91 | +98,481 | 31.87% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 404,367 | 16,251 | 0.33% | 0.37% | 92 | -8,444 | -2.05% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 401,245 | 16,126 | 0.5% | 0.56% | 93 | +2,712 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 389,628 | 15,659 | 7.82% | 8.6% | 94 | +7,371 | 1.93% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 388,819 | 15,626 | 0.08% | 0.09% | 95 | +10,638 | 2.81% | Q1 2026 | May 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 387,536 | 15,575 | 0.74% | 1.0% | 96 | -78,116 | -16.78% | Q1 2026 | Apr 28, 2026 |
| Souders Financial Advisors | History | Added to | 384,130 | 15,438 | 1.76% | 1.81% | 97 | +29,065 | 8.19% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 371,217 | 14,919 | 0.02% | 0.01% | 98 | +112,782 | 43.64% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 353,320 | 14,850 | 0.84% | 0.79% | 99 | +53,650 | 17.9% | Q1 2026 | Apr 17, 2026 |
| Michael Brady & Co., LLC | History | Reduced | 369,376 | 14,845 | 14.91% | 16.4% | 100 | -118 | -0.03% | Q1 2026 | Apr 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 365,075 | 14,672 | 0.68% | 0.6% | 101 | +80,771 | 28.41% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 359,547 | 14,450 | 0.02% | 0.02% | 102 | +91,742 | 34.26% | Q1 2026 | May 13, 2026 |
| Ferguson Shapiro LLC | History | Added to | 357,687 | 14,375 | 4.38% | 4.48% | 103 | +29,955 | 9.14% | Q1 2026 | Apr 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 349,544 | 14,048 | 1.86% | 2.16% | 104 | +12,362 | 3.67% | Q1 2026 | May 11, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 335,735 | 13,493 | 4.33% | 4.23% | 105 | +60,027 | 21.77% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 326,090 | 13,105 | 0.16% | 0.17% | 106 | +50,925 | 18.51% | Q1 2026 | Apr 23, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 325,704 | 13,090 | 8.13% | 8.92% | 107 | +6,450 | 2.02% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 323,580 | 13,004 | 0.95% | 1.05% | 108 | +10,564 | 3.37% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 321,269 | 12,911 | 0.39% | 0.49% | 109 | +21,492 | 7.17% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 315,740 | 12,689 | 1.4% | 2.69% | 110 | -223,933 | -41.49% | Q1 2026 | May 11, 2026 |
| Ballew Advisors, Inc | History | Added to | 297,955 | 12,523 | 7.06% | 7.47% | 111 | +5,683 | 1.94% | Q1 2026 | Apr 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 308,594 | 12,402 | 0.39% | 0.5% | 112 | -45,692 | -12.9% | Q1 2026 | May 11, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 315,023 | 11,997 | 3.61% | 2.21% | 113 | +142,960 | 83.09% | Q1 2026 | Apr 10, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 292,161 | 11,958 | 3.32% | 3.8% | 114 | -603 | -0.21% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | Added to | 271,800 | 11,828 | 2.97% | 2.85% | 115 | +13,118 | 5.07% | Q1 2026 | Apr 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 289,582 | 11,638 | 1.31% | 1.35% | 116 | +7,756 | 2.75% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 259,595 | 11,588 | 0.91% | 0.95% | 117 | +10,104 | 4.05% | Q1 2026 | May 01, 2026 |
| CLG LLC | History | Reduced | 286,676 | 11,521 | 2.86% | 3.82% | 118 | -58,683 | -16.99% | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 284,779 | 11,445 | 3.01% | 2.76% | 119 | +4,289 | 1.53% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 283,385 | 11,389 | 0.0% | — | 120 | +283,385 | New | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 282,987 | 11,373 | 1.39% | 1.48% | 121 | +5,179 | 1.86% | Q1 2026 | May 05, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 279,581 | 11,236 | 4.05% | 4.17% | 122 | +24,718 | 9.7% | Q1 2026 | Apr 29, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 265,255 | 10,660 | 1.96% | 17.17% | 123 | -1,729,693 | -86.7% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | Added to | 265,207 | 10,658 | 1.55% | 1.12% | 124 | +92,513 | 53.57% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 264,661 | 10,636 | 0.17% | 0.19% | 125 | +18,843 | 7.67% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 263,461 | 10,588 | 0.14% | 0.17% | 126 | -11,897 | -4.32% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 259,971 | 10,448 | 0.62% | 0.62% | 127 | +22,809 | 9.62% | Q1 2026 | May 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 255,908 | 10,284 | 6.01% | 6.37% | 128 | +13,113 | 5.4% | Q1 2026 | May 01, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 255,784 | 10,279 | 5.6% | 5.97% | 129 | +5,428 | 2.17% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 252,261 | 10,138 | 5.07% | 3.33% | 130 | +20,459 | 8.83% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 248,913 | 10,003 | 0.39% | 0.3% | 131 | +188,332 | 310.88% | Q1 2026 | May 15, 2026 |
| Coign Capital Advisors LLC | History | Added to | 247,579 | 9,950 | 5.23% | 5.46% | 132 | +13,077 | 5.58% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 246,293 | 9,898 | 0.99% | 1.34% | 133 | -56,083 | -18.55% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 243,282 | 9,777 | 0.08% | 0.07% | 134 | +35,002 | 16.81% | Q1 2026 | May 11, 2026 |
| rebel Financial LLC | History | Added to | 242,614 | 9,750 | 4.23% | 4.52% | 135 | +4,916 | 2.07% | Q1 2026 | Apr 24, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 242,036 | 9,727 | 1.03% | 1.13% | 136 | +8,574 | 3.67% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 245,679 | 9,515 | 0.34% | 0.37% | 137 | +24,816 | 11.24% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 235,553 | 9,466 | 0.0% | 0.0% | 138 | -32,628 | -12.17% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 235,402 | 9,460 | 0.42% | 0.46% | 139 | +16,207 | 7.39% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 233,296 | 9,376 | 0.08% | 0.07% | 140 | +21,102 | 9.94% | Q1 2026 | May 13, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 232,555 | 9,346 | 5.74% | 5.34% | 141 | +43,339 | 22.9% | Q1 2026 | Apr 28, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 232,042 | 9,325 | 1.93% | 2.07% | 142 | +20,929 | 9.91% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 209,630 | 9,322 | 5.91% | 5.91% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 230,770 | 9,274 | 0.71% | 0.62% | 144 | +58,833 | 34.22% | Q1 2026 | Apr 22, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 227,813 | 9,155 | 2.88% | 3.14% | 145 | +581 | 0.26% | Q1 2026 | Apr 16, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 205,176 | 9,124 | 4.76% | 4.76% | 146 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KWB Wealth | History | Reduced | 201,094 | 8,942 | 0.88% | 0.85% | 147 | -1,833 | -0.9% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 221,660 | 8,908 | 0.2% | 0.23% | 148 | -9,709 | -4.2% | Q1 2026 | May 15, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 219,960 | 8,840 | 2.82% | 2.23% | 149 | +79,706 | 56.83% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 215,577 | 8,664 | 0.16% | 0.52% | 150 | -422,467 | -66.21% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 214,997 | 8,640 | 0.1% | 0.08% | 151 | +85,678 | 66.25% | Q1 2026 | May 15, 2026 |
| tru Independence LLC | History | Added to | 214,628 | 8,625 | 4.27% | 2.19% | 152 | +19,270 | 9.86% | Q1 2026 | Apr 22, 2026 |
| BetterWealth, LLC | History | Added to | 213,461 | 8,578 | 1.68% | 2.09% | 153 | +7,735 | 3.76% | Q1 2026 | Apr 24, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 209,512 | 8,420 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 208,377 | 8,374 | 8.88% | 9.03% | 155 | +17,312 | 9.06% | Q1 2026 | Apr 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 206,516 | 8,299 | 0.01% | 0.0% | 156 | +149,855 | 264.48% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 206,405 | 8,295 | 0.04% | 0.05% | 157 | -7,061 | -3.31% | Q1 2026 | May 14, 2026 |
| Burford Brothers, Inc. | History | Added to | 205,582 | 8,262 | 3.39% | 3.54% | 158 | +12,593 | 6.53% | Q1 2026 | Apr 27, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 204,980 | 8,238 | 4.15% | 4.45% | 159 | +8,340 | 4.24% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 204,452 | 8,216 | 0.3% | 0.33% | 160 | +41,108 | 25.17% | Q1 2026 | May 19, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 201,051 | 8,080 | 3.46% | 3.94% | 161 | -6,998 | -3.36% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 177,267 | 7,883 | 0.61% | 0.61% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| APS Management Group, Inc. | History | Added to | 190,946 | 7,674 | 6.57% | 6.03% | 163 | +32,535 | 20.54% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 190,691 | 7,663 | 0.12% | 0.12% | 164 | +28,253 | 17.39% | Q1 2026 | Apr 27, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 189,129 | 7,601 | 6.34% | 6.88% | 165 | +1,876 | 1.0% | Q1 2026 | May 08, 2026 |
| MRWM Advisors, LLC | History | Added to | 188,998 | 7,595 | 4.12% | 4.29% | 166 | +9,142 | 5.08% | Q1 2026 | Apr 20, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 188,927 | 7,593 | 4.25% | 4.8% | 167 | -1,005 | -0.53% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 186,892 | 7,511 | 0.11% | 0.12% | 168 | +10,366 | 5.87% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 185,969 | 7,474 | 0.04% | 0.04% | 169 | +40,828 | 28.13% | Q1 2026 | May 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 182,371 | 7,329 | 5.74% | 6.36% | 170 | +12,813 | 7.56% | Q1 2026 | Apr 09, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 176,789 | 7,105 | 3.56% | 3.92% | 171 | +6,285 | 3.69% | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 173,780 | 6,984 | 0.44% | 0.49% | 172 | +3,941 | 2.32% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 172,735 | 6,942 | 0.06% | 0.07% | 173 | +36,389 | 26.69% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 171,538 | 6,894 | 0.08% | 0.07% | 174 | +30,183 | 21.35% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 169,546 | 6,814 | 0.08% | 0.08% | 175 | +20,013 | 13.38% | Q1 2026 | Apr 28, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 169,022 | 6,792 | 0.48% | 0.11% | 176 | +133,416 | 374.7% | Q1 2026 | May 15, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 167,980 | 6,768 | 4.49% | 4.82% | 177 | +8,610 | 5.4% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 167,855 | 6,746 | 0.07% | 0.02% | 178 | +111,421 | 197.44% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 167,575 | 6,735 | 0.32% | 0.34% | 179 | +1,978 | 1.19% | Q1 2026 | May 18, 2026 |
| Vawter Financial, Ltd. | History | Added to | 167,199 | 6,719 | 2.83% | 3.05% | 180 | +5,010 | 3.09% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 162,468 | 6,529 | 0.1% | 0.12% | 181 | +13,132 | 8.79% | Q1 2026 | May 04, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 162,397 | 6,526 | 6.05% | 5.94% | 182 | +10,230 | 6.72% | Q1 2026 | Apr 07, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 162,116 | 6,515 | 5.0% | 3.64% | 183 | +53,961 | 49.89% | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 161,517 | 6,491 | 0.41% | 0.42% | 184 | +9,083 | 5.96% | Q1 2026 | May 15, 2026 |
| Olistico Wealth, LLC | History | Added to | 161,380 | 6,485 | 3.19% | 3.11% | 185 | +18,222 | 12.73% | Q1 2026 | Apr 08, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 161,132 | 6,475 | 5.23% | 4.86% | 186 | +29,775 | 22.67% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 158,333 | 6,363 | 0.18% | 0.17% | 187 | +23,137 | 17.11% | Q1 2026 | May 04, 2026 |
| 5T Wealth, LLC | History | Reduced | 157,655 | 6,336 | 2.5% | 2.86% | 188 | -3,273 | -2.03% | Q1 2026 | Apr 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 154,294 | 6,201 | 0.33% | 0.41% | 189 | -2,644 | -1.68% | Q1 2026 | Apr 16, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 154,221 | 6,198 | 4.53% | 4.85% | 190 | +1,455 | 0.95% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 151,697 | 6,096 | 0.58% | 0.66% | 191 | +4,056 | 2.75% | Q1 2026 | Apr 22, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 151,093 | 6,072 | 1.43% | 1.53% | 192 | +9,122 | 6.43% | Q1 2026 | Apr 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 147,271 | 5,918 | 0.47% | 0.5% | 193 | +4,951 | 3.48% | Q1 2026 | May 15, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 146,955 | 5,906 | 5.12% | 5.76% | 194 | +701 | 0.48% | Q1 2026 | Apr 23, 2026 |
| Lantz Financial LLC | History | Added to | 145,770 | 5,858 | 1.21% | 1.31% | 195 | +5,877 | 4.2% | Q1 2026 | Apr 09, 2026 |
| PFG Advisors | History | Added to | 145,683 | 5,855 | 0.29% | 0.29% | 196 | +11,423 | 8.51% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 144,200 | 5,795 | 0.2% | 0.14% | 197 | +7,170 | 5.23% | Q1 2026 | Apr 23, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 143,737 | 5,776 | 2.54% | 2.94% | 198 | -13,820 | -8.77% | Q1 2026 | May 05, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 141,051 | 5,668 | 3.67% | 3.74% | 199 | +12,955 | 10.11% | Q1 2026 | May 20, 2026 |
| Allworth Financial LP | History | Added to | 140,248 | 5,636 | 0.02% | 0.02% | 200 | +4,185 | 3.08% | Q1 2026 | May 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 140,157 | 5,632 | 2.67% | 2.62% | 201 | +15,969 | 12.86% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 133,991 | 5,631 | 0.86% | 0.76% | 202 | +25,965 | 24.04% | Q1 2026 | Apr 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 137,081 | 5,509 | 0.99% | 1.08% | 203 | +8,991 | 7.02% | Q1 2026 | May 11, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 134,099 | 5,389 | 1.38% | 1.52% | 204 | +8,279 | 6.58% | Q1 2026 | Apr 27, 2026 |
| Accel Wealth Management | History | Added to | 133,035 | 5,346 | 1.39% | 1.51% | 205 | +8,515 | 6.84% | Q1 2026 | Apr 08, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 132,701 | 5,333 | 3.44% | 3.63% | 206 | +10,267 | 8.39% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 129,163 | 5,191 | 0.07% | 0.05% | 207 | +52,614 | 68.73% | Q1 2026 | May 15, 2026 |
| BNB Wealth Management, LLC | History | Added to | 128,209 | 5,152 | 3.31% | 3.42% | 208 | +8,648 | 7.23% | Q1 2026 | May 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 127,073 | 5,107 | 1.85% | 1.82% | 209 | +11,157 | 9.63% | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | Added to | 126,889 | 5,099 | 0.41% | 0.4% | 210 | +10,411 | 8.94% | Q1 2026 | Apr 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 126,808 | 5,096 | 0.06% | 0.06% | 211 | +13,914 | 12.32% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 126,668 | 5,090 | 0.73% | 0.83% | 212 | -34 | -0.03% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 126,417 | 5,080 | 0.1% | 0.11% | 213 | +3,955 | 3.23% | Q1 2026 | May 14, 2026 |
| Compton Financial Group, LLC | History | New | 125,306 | 5,036 | 1.11% | — | 214 | +125,306 | New | Q1 2026 | Apr 28, 2026 |
| Cooper Financial Group | History | Added to | 120,322 | 4,835 | 0.49% | 0.55% | 215 | +4,280 | 3.69% | Q1 2026 | Apr 07, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 119,851 | 4,816 | 1.09% | 1.27% | 216 | -3,775 | -3.05% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 119,582 | 4,806 | 0.03% | 0.01% | 217 | +24,409 | 25.65% | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 114,939 | 4,619 | 0.51% | 0.58% | 218 | +1,710 | 1.51% | Q1 2026 | May 11, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 114,397 | 4,597 | 0.96% | 1.17% | 219 | -5,492 | -4.58% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 112,428 | 4,518 | 0.25% | 0.26% | 220 | +8,530 | 8.21% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 110,931 | 4,458 | 0.11% | 0.2% | 221 | -73,124 | -39.73% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 110,829 | 4,454 | 0.06% | 0.06% | 222 | +10,812 | 10.81% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | New | 110,700 | 4,449 | 0.0% | — | 223 | +110,700 | New | Q1 2026 | Apr 16, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 109,521 | 4,401 | 4.3% | 3.15% | 224 | -1,757 | -1.58% | Q1 2026 | May 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 108,937 | 4,378 | 0.49% | 0.55% | 225 | -2,775 | -2.48% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 108,892 | 4,376 | 0.17% | 0.19% | 226 | -2,202 | -1.98% | Q1 2026 | Apr 13, 2026 |
| Entruity Wealth, LLC | History | Added to | 107,780 | 4,331 | 2.94% | 3.37% | 227 | +1,350 | 1.27% | Q1 2026 | May 08, 2026 |
| Venture Visionary Partners LLC | History | Added to | 107,746 | 4,330 | 0.14% | 0.15% | 228 | +6,106 | 6.01% | Q1 2026 | May 14, 2026 |
| Delta Investment Management, LLC | History | Added to | 107,132 | 4,305 | 0.77% | 0.8% | 229 | +3,863 | 3.74% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 107,063 | 4,302 | 0.17% | 0.17% | 230 | +3,640 | 3.52% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 105,956 | 4,258 | 0.0% | 0.0% | 231 | +20,947 | 24.64% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 102,305 | 4,111 | 2.62% | 3.72% | 232 | -29,499 | -22.38% | Q1 2026 | May 15, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 101,191 | 4,066 | 3.21% | 3.19% | 233 | +14,356 | 16.53% | Q1 2026 | Apr 24, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 100,636 | 4,044 | 1.21% | 1.39% | 234 | -1,000 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 99,172 | 3,985 | 2.4% | 2.66% | 235 | +345 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 97,515 | 3,919 | 2.92% | 2.78% | 236 | +18,640 | 23.63% | Q1 2026 | Apr 10, 2026 |
| Bravera Wealth | History | Added to | 96,645 | 3,884 | 1.75% | 1.84% | 237 | +13,930 | 16.84% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 96,407 | 3,874 | 0.04% | 0.05% | 238 | +5,049 | 5.53% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 94,279 | 3,789 | 0.09% | 0.08% | 239 | +22,886 | 32.06% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 94,084 | 3,781 | 0.04% | 0.09% | 240 | -78,628 | -45.53% | Q1 2026 | Apr 16, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 93,303 | 3,749 | 2.53% | 2.92% | 241 | -29 | -0.03% | Q1 2026 | May 07, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 80,980 | 3,614 | 1.87% | 1.69% | 242 | +22,734 | 39.03% | Q1 2026 | May 18, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 89,872 | 3,611 | 1.0% | 0.96% | 243 | +12,833 | 16.66% | Q1 2026 | May 12, 2026 |
| PKS Advisory Services, LLC | History | Added to | 88,070 | 3,539 | 0.82% | 0.78% | 244 | +10,970 | 14.23% | Q1 2026 | May 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 87,793 | 3,528 | 1.61% | 1.76% | 245 | +5,459 | 6.63% | Q1 2026 | Apr 10, 2026 |
| Colonial River Investments, LLC | History | Reduced | 87,761 | 3,527 | 1.26% | 4.5% | 246 | -196,369 | -69.11% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 87,315 | 3,509 | 0.25% | 0.29% | 247 | +41,095 | 88.91% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 87,133 | 3,501 | 0.12% | 0.12% | 248 | +8,233 | 10.43% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 76,943 | 3,421 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 84,742 | 3,405 | 1.25% | 1.19% | 250 | +14,965 | 21.45% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 83,773 | 3,366 | 0.21% | 0.24% | 251 | +3,137 | 3.89% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 82,197 | 3,303 | 0.34% | 0.35% | 252 | +8,767 | 11.94% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 82,084 | 3,298 | 0.12% | 0.13% | 253 | +1,712 | 2.13% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 81,700 | 3,283 | 0.0% | — | 254 | +81,700 | New | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 81,059 | 3,257 | 0.24% | — | 255 | +81,059 | New | Q1 2026 | Apr 20, 2026 |
| Alchemi Wealth, LLC | History | Added to | 80,889 | 3,250 | 1.8% | 1.92% | 256 | +1,749 | 2.21% | Q1 2026 | May 07, 2026 |
| Expressive Wealth LLC | History | Reduced | 70,645 | 3,248 | 3.1% | 4.4% | 257 | -21,120 | -23.02% | Q1 2026 | May 11, 2026 |
| Parkside Investments, LLC | History | No change | 80,000 | 3,215 | 0.39% | 0.45% | 258 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 79,864 | 3,209 | 0.92% | 0.84% | 259 | +13,955 | 21.17% | Q1 2026 | May 14, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 79,577 | 3,198 | 1.39% | 1.52% | 260 | -1,119 | -1.39% | Q1 2026 | May 12, 2026 |
| Merited Wealth, LLC | History | Reduced | 78,709 | 3,163 | 2.62% | 3.39% | 261 | -3,480 | -4.23% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 78,626 | 3,159 | 0.06% | 0.07% | 262 | -2,327 | -2.87% | Q1 2026 | Apr 17, 2026 |
| National Wealth Management Group, LLC | History | Added to | 78,500 | 3,154 | 1.17% | 0.9% | 263 | +20,242 | 34.75% | Q1 2026 | May 11, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 78,317 | 3,147 | 1.42% | 1.3% | 264 | +14,151 | 22.05% | Q1 2026 | Apr 24, 2026 |
| Latitude Advisors, LLC | History | Added to | 77,068 | 3,097 | 1.42% | 1.32% | 265 | +9,677 | 14.36% | Q1 2026 | Apr 27, 2026 |
| Selby Wealth Management, LLC | History | Added to | 76,627 | 3,079 | 1.21% | 1.22% | 266 | +8,578 | 12.61% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 76,446 | 3,072 | 0.01% | 0.0% | 267 | +75,763 | 11092.68% | Q1 2026 | May 01, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 75,832 | 3,047 | 2.89% | 3.17% | 268 | +3,312 | 4.57% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 74,704 | 3,002 | 1.03% | 1.05% | 269 | +3,839 | 5.42% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 74,269 | 2,984 | 0.15% | 0.14% | 270 | +12,249 | 19.75% | Q1 2026 | Apr 23, 2026 |
| Transcendent Capital Group LLC | History | Added to | 74,215 | 2,982 | 1.36% | 1.38% | 271 | +5,585 | 8.14% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | Added to | 73,658 | 2,960 | 0.97% | 1.14% | 272 | +1,235 | 1.71% | Q1 2026 | May 14, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 73,032 | 2,935 | 0.43% | 0.47% | 273 | +3,097 | 4.43% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 72,761 | 2,924 | 0.01% | — | 274 | +72,761 | New | Q1 2026 | May 15, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 72,664 | 2,921 | 0.53% | 0.55% | 275 | +2,488 | 3.55% | Q1 2026 | May 11, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 72,362 | 2,908 | 2.5% | 3.03% | 276 | -4,527 | -5.89% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 65,604 | 2,904 | 0.05% | 0.04% | 278 | +46,966 | 251.99% | Q1 2026 | May 01, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 72,281 | 2,904 | 1.38% | 1.53% | 277 | +4,040 | 5.92% | Q1 2026 | May 01, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 71,509 | 2,873 | 2.18% | 2.25% | 279 | +6,594 | 10.16% | Q1 2026 | May 14, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 70,747 | 2,843 | 0.78% | 0.94% | 280 | -2,118 | -2.91% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | Added to | 68,571 | 2,755 | 0.66% | 0.6% | 281 | +14,097 | 25.88% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 67,550 | 2,714 | 0.03% | 0.04% | 282 | -6,195 | -8.4% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | No change | 67,512 | 2,713 | 0.23% | 0.24% | 283 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fjell Capital, LLC | History | Added to | 67,069 | 2,695 | 2.07% | 2.01% | 284 | +8,238 | 14.0% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 66,504 | 2,672 | 0.04% | 0.03% | 285 | +34,607 | 108.5% | Q1 2026 | May 18, 2026 |
| Keystone Financial Group | History | Added to | 66,088 | 2,656 | 0.18% | 0.17% | 286 | +14,658 | 28.5% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 65,248 | 2,633 | 0.07% | 0.01% | 287 | +54,444 | 503.92% | Q1 2026 | May 13, 2026 |
| Lincoln Capital LLC | History | Reduced | 64,960 | 2,605 | 0.49% | 0.53% | 288 | -1,371 | -2.07% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Reduced | 64,133 | 2,577 | 0.0% | 0.01% | 289 | -7,484 | -10.45% | Q1 2026 | May 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 68,481 | 2,556 | 0.96% | 0.69% | 290 | +24,596 | 56.05% | Q1 2026 | May 14, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 59,452 | 2,389 | 0.45% | 0.32% | 291 | +21,509 | 56.69% | Q1 2026 | Apr 08, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 59,063 | 2,373 | 0.18% | 0.18% | 292 | -1,255 | -2.08% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 58,416 | 2,347 | 0.06% | 0.07% | 293 | -7,533 | -11.42% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 57,045 | 2,292 | 0.13% | 0.07% | 294 | +30,137 | 112.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 56,489 | 2,270 | 0.12% | 0.09% | 295 | +18,812 | 49.93% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 55,594 | 2,256 | 0.12% | 0.1% | 296 | +5,725 | 11.48% | Q1 2026 | May 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 55,369 | 2,225 | 0.74% | 0.86% | 297 | +5,516 | 11.06% | Q1 2026 | Apr 17, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 55,293 | 2,222 | 0.71% | 0.74% | 298 | +2,266 | 4.27% | Q1 2026 | Apr 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 55,200 | 2,218 | 0.0% | 0.0% | 299 | +46,200 | 513.33% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 54,333 | 2,183 | 0.61% | 0.62% | 300 | +2,376 | 4.57% | Q1 2026 | May 11, 2026 |