Capital Group International Core Equity ETF - CGIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 5,720,162 | 208,156 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,745,663 | 136,304 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,597,116 | 130,899 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,254,326 | 118,425 | 0.14% | 0.14% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 2,889,702 | 105,156 | 1.48% | 1.48% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,732,095 | 99,420 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,547,728 | 56,322 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,494,633 | 54,389 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 1,294,350 | 47,101 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 1,165,412 | 42,409 | 0.26% | 0.26% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,113,313 | 40,179 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 994,569 | 36,192 | 2.65% | 2.65% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 940,604 | 34,228 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SK Wealth Management, LLC | History | No change | 886,486 | 32,551 | 7.33% | 7.33% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 861,481 | 31,349 | 3.5% | 3.5% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 800,967 | 29,147 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 663,109 | 24,130 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 635,086 | 23,110 | 0.62% | 0.62% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 576,001 | 20,960 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 548,717 | 19,967 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 426,147 | 15,507 | 0.96% | 0.96% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Souders Financial Advisors | History | No change | 383,755 | 13,964 | 1.4% | 1.4% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 344,916 | 12,551 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 308,806 | 11,304 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Wealth, LLC | History | No change | 304,485 | 11,080 | 2.03% | 2.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 279,816 | 10,182 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 261,798 | 9,526 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 249,748 | 9,087 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 248,543 | 9,044 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 249,352 | 8,971 | 0.06% | 0.07% | 30 | +4,202 | 1.71% | Q3 2026 | Oct 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 220,470 | 8,022 | 0.15% | 0.15% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 218,396 | 7,947 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mutual Advisors, LLC | History | No change | 217,272 | 7,906 | 0.15% | 0.15% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 216,717 | 7,886 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 211,251 | 7,687 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compton Financial Group, LLC | History | No change | 201,015 | 7,314 | 1.41% | 1.41% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 200,396 | 7,292 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 191,062 | 6,952 | 1.31% | 1.31% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DAVENPORT & Co LLC | History | No change | 178,294 | 6,488 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 174,302 | 6,342 | 1.55% | 1.55% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Equity Wealth Partners, LLC | History | No change | 172,361 | 6,272 | 2.25% | 2.25% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 171,369 | 6,236 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 167,122 | 6,081 | 2.91% | 2.91% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Royal Harbor Partners, LLC | History | No change | 161,639 | 5,882 | 1.82% | 1.82% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 150,369 | 5,471 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 149,532 | 5,441 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KPP Advisory Services LLC | History | No change | 149,384 | 5,436 | 0.69% | 0.69% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VICUS CAPITAL | History | No change | 149,373 | 5,435 | 0.35% | 0.35% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 146,055 | 5,365 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNB Wealth Management, LLC | History | No change | 143,932 | 5,237 | 2.86% | 2.86% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 139,523 | 5,077 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 138,730 | 5,048 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 138,344 | 5,034 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 136,445 | 4,965 | 3.13% | 3.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 129,851 | 4,725 | 0.56% | 0.56% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 128,974 | 4,693 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 125,356 | 4,561 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 99,564 | 3,623 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 97,220 | 3,537 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 95,119 | 3,461 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 94,744 | 3,447 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 93,420 | 3,399 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 92,561 | 3,368 | 1.04% | 1.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 87,912 | 3,199 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 87,857 | 3,197 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 77,275 | 2,777 | 1.19% | 1.19% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NWF Advisory Services Inc. | History | No change | 74,066 | 2,695 | 0.25% | 0.25% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | No change | 67,837 | 2,468 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 67,507 | 2,456 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 65,841 | 2,395 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 65,696 | 2,390 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 65,639 | 2,388 | 0.49% | 0.49% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 61,884 | 2,251 | 0.5% | 0.5% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 61,341 | 2,232 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 61,191 | 2,226 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rothschild Wealth LLC | History | No change | 60,122 | 2,187 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SteelPeak Wealth, LLC | History | No change | 56,150 | 2,062 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 55,232 | 2,045 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 55,591 | 2,022 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 51,665 | 1,880 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 51,227 | 1,864 | 0.85% | 0.85% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CMC Financial Group | History | No change | 49,881 | 1,815 | 3.52% | 3.52% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 49,478 | 1,800 | 0.57% | 0.57% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 48,212 | 1,754 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keystone Wealth Services, LLC | History | No change | 45,706 | 1,663 | 0.31% | 0.31% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 44,471 | 1,618 | 0.51% | 0.51% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 44,344 | 1,613 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 46,625 | 1,580 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 42,976 | 1,564 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 42,688 | 1,553 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 41,242 | 1,500 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 41,202 | 1,499 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital International Investors | History | No change | 40,985 | 1,491 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 40,599 | 1,477 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | No change | 40,266 | 1,465 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 40,627 | 1,464 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 37,130 | 1,351 | 0.47% | 0.47% | 97 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 36,919 | 1,343 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 36,828 | 1,340 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LongView Wealth Management | History | No change | 35,885 | 1,305 | 0.33% | 0.33% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 35,852 | 1,304 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Waverly Advisors, LLC | History | No change | 32,927 | 1,198 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 32,854 | 1,195 | 0.19% | 0.19% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 32,692 | 1,189 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 32,310 | 1,175 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 30,869 | 1,123 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 29,818 | 1,085 | 0.59% | 0.59% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cooper Financial Group | History | Reduced | 29,283 | 1,053 | 0.08% | 0.09% | 108 | -22 | -0.08% | Q3 2026 | Oct 07, 2026 |
| Sowell Financial Services LLC | History | No change | 28,651 | 1,042 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 28,325 | 1,030 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 27,702 | 1,008 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 27,004 | 982 | 0.37% | 0.37% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 25,815 | 939 | 0.55% | 0.55% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 24,943 | 907 | 0.31% | 0.31% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Analysts, LLC | History | No change | 24,838 | 904 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 24,698 | 898 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Junk Investment Group, LLC | History | No change | 24,263 | 882 | 0.39% | 0.39% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meridian Wealth Management, LLC | History | No change | 23,855 | 868 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 23,736 | 863 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 22,872 | 832 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 22,013 | 801 | 0.27% | 0.27% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 21,788 | 792 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KWB Wealth | History | No change | 21,250 | 773 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 21,073 | 766 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 20,424 | 743 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BALLAST ADVISORS LLC | History | No change | 20,350 | 740 | 0.18% | 0.18% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 19,988 | 727 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 19,970 | 726 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Council, LLC | History | No change | 19,617 | 713 | 0.23% | 0.23% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 19,167 | 697 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 17,986 | 654 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 17,901 | 651 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 17,839 | 649 | 0.63% | 0.63% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burton Enright Welch | History | No change | 17,431 | 634 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Berger Financial Group, Inc | History | No change | 16,925 | 615 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 16,827 | 612 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 16,206 | 589 | 0.26% | 0.26% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 15,452 | 562 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,282 | 556 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 15,085 | 548 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 14,525 | 528 | 0.27% | 0.27% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 14,165 | 515 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First American Bank | History | No change | 13,916 | 506 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 13,866 | 505 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sovran Advisors, LLC | History | No change | 13,858 | 490 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 13,096 | 471 | 0.03% | 0.03% | 146 | +98 | 0.75% | Q3 2026 | Oct 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,888 | 468 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 12,808 | 466 | 0.27% | 0.27% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tudor Financial Inc. | History | No change | 12,579 | 457 | 0.21% | 0.21% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 12,055 | 438 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,748 | 427 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stephenson & Company, Inc. | History | No change | 11,476 | 417 | 0.2% | 0.2% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,408 | 415 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,133 | 405 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Everest Financial Group LLC | History | No change | 11,025 | 401 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,941 | 398 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,736 | 390 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 10,271 | 373 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 9,807 | 356 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 9,768 | 355 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 9,757 | 355 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 9,546 | 347 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plan A Wealth LLC | History | Added to | 9,436 | 339 | 0.12% | 0.13% | 163 | +1,142 | 13.77% | Q3 2026 | Oct 08, 2026 |
| Essential Investment Partners LLC | History | No change | 8,800 | 320 | 0.26% | 0.26% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Security Financial Services, INC. | History | No change | 8,521 | 310 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cassilly Financial Group LLC | History | Added to | 8,594 | 309 | 0.21% | 0.22% | 166 | +82 | 0.96% | Q3 2026 | Oct 07, 2026 |
| Cerity Partners LLC | History | No change | 8,435 | 306 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | No change | 8,308 | 302 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| January Capital Advisors LLC | History | No change | 8,026 | 292 | 0.24% | 0.24% | 169 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Versant Capital Management, Inc | History | No change | 8,060 | 289 | 0.02% | 0.03% | 170 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7,931 | 288 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Global Investments | History | No change | 7,924 | 288 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Venture Visionary Partners LLC | History | No change | 7,960 | 286 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Tribridge Partners Financial LLC | History | No change | 7,668 | 272 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 7,266 | 264 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 7,128 | 259 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Latitude Advisors, LLC | History | No change | 7,076 | 257 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allegheny Financial Group | History | No change | 7,029 | 255 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Peak Asset Management, LLC | History | No change | 7,000 | 254 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Insight Wealth Management, LLC | History | No change | 6,799 | 247 | 0.21% | 0.21% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,748 | 245 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vantus Wealth LLC | History | No change | 6,708 | 244 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,459 | 235 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 6,450 | 234 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Investment Management, LLC | History | No change | 6,218 | 226 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LexAurum Advisors, LLC | History | No change | 6,125 | 222 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Auxano Advisors, LLC | History | No change | 5,961 | 216 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,780 | 210 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,765 | 209 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PKS Advisory Services, LLC | History | No change | 5,759 | 209 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,600 | 203 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,311 | 193 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 4,555 | 165 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Synergy Investment Management, LLC | History | No change | 4,400 | 160 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 3,396 | 123 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Richardson Capital Management LLC | History | No change | 2,950 | 107 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RHL GROUP, LLC | History | No change | 2,545 | 91 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,355 | 85 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,101 | 76 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 1,690 | 61 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,070 | 39 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,009 | 36 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Co / SC | History | No change | 974 | 35 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leo H. Evart, Inc. | History | No change | 949 | 34 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Signature Equity Partners, LLC | History | No change | 913 | 33 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 886 | 32 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 863 | 31 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 854 | 31 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | No change | 869 | 31 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 617 | 22 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 500 | 18 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 481 | 17 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 310 | 11 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 292 | 10 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 254 | 9 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | New | 150 | 5 | 0.0% | — | 216 | +150 | New | Q3 2026 | Oct 08, 2026 |
| Continuum Advisory, LLC | History | No change | 128 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Morse Asset Management, Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StrongBox Wealth, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 35 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.79% | — | -333,462 | -100.0% | Q3 2026 | Oct 08, 2026 |