Capital Group International Core Equity ETF - CGIC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 2,778,105 | 90,288 | 0.02% | 0.01% | 1 | +1,363,726 | 96.42% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,368,482 | 76,976 | 0.11% | 0.09% | 2 | +304,526 | 14.75% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,304,847 | 74,907 | 0.02% | 0.01% | 3 | +992,987 | 75.69% | Q4 2025 | Feb 18, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,642,755 | 53,389 | 0.85% | 0.59% | 4 | +502,242 | 44.04% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,205,760 | 39,187 | 0.01% | 0.0% | 5 | +766,776 | 174.67% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,114,156 | 36,210 | 0.29% | 0.31% | 6 | +31,447 | 2.9% | Q4 2025 | Jan 26, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 1,032,666 | 33,561 | 2.82% | 2.71% | 7 | +16,415 | 1.62% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 819,485 | 26,633 | 0.0% | — | 8 | +819,485 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 781,098 | 25,385 | 0.03% | 0.02% | 9 | +315,269 | 67.68% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 572,235 | 18,597 | 0.02% | 0.01% | 10 | +411,317 | 255.61% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 516,825 | 16,796 | 0.04% | 0.04% | 11 | +68,046 | 15.16% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 512,312 | 16,650 | 0.04% | 0.04% | 12 | +66,975 | 15.04% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 483,756 | 15,722 | 0.06% | 0.07% | 13 | +7,977 | 1.68% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 464,113 | 15,083 | 0.01% | 0.01% | 14 | +32,560 | 7.54% | Q4 2025 | Feb 13, 2026 |
| SK Wealth Management, LLC | History | Added to | 416,097 | 14,580 | 4.06% | 0.34% | 15 | +386,677 | 1314.33% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 398,873 | 12,963 | 0.0% | 0.0% | 16 | +351,586 | 743.52% | Q4 2025 | Feb 13, 2026 |
| Souders Financial Advisors | History | Added to | 375,228 | 12,194 | 1.4% | 1.32% | 17 | +14,739 | 4.09% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 343,258 | 11,155 | 0.07% | 0.03% | 18 | +175,244 | 104.3% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 329,862 | 10,720 | 0.01% | 0.0% | 19 | +131,501 | 66.29% | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 321,636 | 10,453 | 0.79% | 0.77% | 20 | +11,544 | 3.72% | Q4 2025 | Jan 09, 2026 |
| BIP Wealth, LLC | History | New | 300,817 | 9,776 | 0.35% | — | 21 | +300,817 | New | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 256,900 | 8,349 | 0.01% | 0.0% | 22 | +204,786 | 392.96% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 241,491 | 7,848 | 0.04% | 0.04% | 23 | +17,011 | 7.58% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 223,610 | 7,267 | 0.08% | 0.09% | 24 | +32,319 | 16.9% | Q4 2025 | Jan 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 201,960 | 6,563 | 0.44% | 0.31% | 25 | +55,707 | 38.09% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 200,388 | 6,512 | 0.03% | 0.01% | 26 | +116,723 | 139.51% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 189,798 | 6,168 | 0.14% | 0.09% | 27 | +51,145 | 36.89% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 180,781 | 5,875 | 0.0% | 0.0% | 28 | +57,891 | 47.11% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 156,153 | 5,074 | 0.0% | 0.0% | 29 | +146,193 | 1467.8% | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 155,241 | 5,045 | 0.21% | 0.02% | 30 | +143,424 | 1213.71% | Q4 2025 | Jan 28, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 151,551 | 4,925 | 2.7% | 2.48% | 31 | +10,229 | 7.24% | Q4 2025 | Jan 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 130,957 | 4,256 | 0.01% | 0.01% | 32 | +9,335 | 7.68% | Q4 2025 | Feb 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 130,268 | 4,233 | 1.26% | 0.68% | 33 | +60,057 | 85.54% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 111,237 | 3,854 | 0.02% | 0.0% | 34 | +97,981 | 739.14% | Q4 2025 | Feb 17, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 117,175 | 3,808 | 0.89% | — | 35 | +117,175 | New | Q4 2025 | Mar 23, 2026 |
| Summit Financial, LLC | History | Added to | 114,864 | 3,733 | 0.05% | 0.05% | 36 | +19,031 | 19.86% | Q4 2025 | Feb 13, 2026 |
| CMC Financial Group | History | Reduced | 112,804 | 3,666 | 6.54% | 6.51% | 37 | -1,391 | -1.22% | Q4 2025 | Jan 26, 2026 |
| BNB Wealth Management, LLC | History | New | 111,043 | 3,608 | 2.32% | — | 38 | +111,043 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 92,729 | 3,013 | 0.02% | 0.02% | 39 | +14,385 | 18.36% | Q4 2025 | Feb 12, 2026 |
| VICUS CAPITAL | History | Reduced | 81,810 | 2,658 | 0.2% | 0.21% | 40 | -7,908 | -8.81% | Q4 2025 | Jan 22, 2026 |
| Rothschild Wealth LLC | History | New | 74,090 | 2,407 | 0.23% | — | 41 | +74,090 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 68,926 | 2,240 | 0.13% | 0.53% | 42 | -322,133 | -82.37% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 66,619 | 2,165 | 0.03% | 0.02% | 43 | +31,084 | 87.47% | Q4 2025 | Jan 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 64,591 | 2,099 | 0.12% | — | 44 | +64,591 | New | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 61,377 | 1,994 | 0.04% | 0.04% | 45 | +1,043 | 1.73% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 58,579 | 1,903 | 0.0% | 0.0% | 46 | +36,700 | 167.74% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 58,537 | 1,902 | 0.01% | 0.01% | 47 | +8,321 | 16.57% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 57,580 | 1,871 | 0.33% | 0.32% | 48 | +7,578 | 15.16% | Q4 2025 | Jan 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,839 | 1,684 | 0.01% | 0.01% | 49 | +16,044 | 44.82% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 51,633 | 1,678 | 0.0% | 0.0% | 50 | +12,054 | 30.46% | Q4 2025 | Feb 17, 2026 |
| Prosperity Financial Group, Inc. | History | New | 51,478 | 1,673 | 0.6% | — | 51 | +51,478 | New | Q4 2025 | Jan 26, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 48,560 | 1,578 | 0.06% | 0.03% | 52 | +17,797 | 57.85% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 47,146 | 1,532 | 0.0% | 0.0% | 53 | -148,106 | -75.85% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 44,917 | 1,459 | 0.16% | 0.35% | 54 | -58,792 | -56.69% | Q4 2025 | Mar 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,191 | 1,436 | 0.03% | 0.02% | 55 | +16,824 | 61.48% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 40,178 | 1,306 | 0.06% | 0.09% | 56 | -20,434 | -33.71% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 38,539 | 1,252 | 0.0% | — | 57 | +38,539 | New | Q4 2025 | Feb 06, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 35,415 | 1,241 | 0.44% | 0.12% | 58 | +24,673 | 229.69% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 38,154 | 1,239 | 0.01% | 0.0% | 59 | +24,241 | 174.23% | Q4 2025 | Feb 02, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 36,919 | 1,199 | 0.61% | 0.48% | 60 | +6,541 | 21.53% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 34,399 | 1,117 | 0.02% | 0.01% | 61 | +12,076 | 54.1% | Q4 2025 | Mar 12, 2026 |
| Kingsview Wealth Management, LLC | History | New | 34,239 | 1,112 | 0.02% | — | 62 | +34,239 | New | Q4 2025 | Feb 09, 2026 |
| Cercano Management LLC | History | No change | 32,733 | 1,063 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 32,231 | 1,047 | 0.59% | 0.6% | 64 | -459 | -1.4% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | Added to | 31,060 | 1,009 | 0.03% | 0.01% | 65 | +22,354 | 256.77% | Q4 2025 | Feb 13, 2026 |
| NerdWallet Wealth Partners, LLC | History | New | 30,306 | 984 | 0.44% | — | 66 | +30,306 | New | Q4 2025 | Jan 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 28,841 | 937 | 0.15% | — | 67 | +28,841 | New | Q4 2025 | Jan 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 28,185 | 916 | 0.02% | 0.02% | 68 | +9,267 | 48.99% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | New | 27,254 | 885 | 0.01% | — | 69 | +27,254 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 26,677 | 867 | 0.0% | 0.0% | 70 | +11,929 | 80.89% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | New | 25,798 | 838 | 0.0% | — | 71 | +25,798 | New | Q4 2025 | Jan 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 24,188 | 786 | 0.02% | 0.0% | 72 | +20,850 | 624.63% | Q4 2025 | Jan 28, 2026 |
| Meridian Wealth Management, LLC | History | No change | 23,855 | 775 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 23,736 | 771 | 0.17% | 0.08% | 74 | +12,321 | 107.94% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | New | 23,365 | 759 | 0.01% | — | 75 | +23,365 | New | Q4 2025 | Feb 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 22,029 | 715 | 0.28% | 0.25% | 76 | +1,514 | 7.38% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | New | 21,818 | 709 | 0.07% | — | 77 | +21,818 | New | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | New | 21,785 | 708 | 0.03% | — | 78 | +21,785 | New | Q4 2025 | Jan 21, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 21,199 | 689 | 0.0% | — | 79 | +21,199 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20,721 | 673 | 0.01% | 0.0% | 80 | +14,750 | 247.03% | Q4 2025 | Feb 09, 2026 |
| Capital International Investors | History | Reduced | 20,128 | 654 | 0.0% | 0.0% | 81 | -20,000 | -49.84% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 16,498 | 536 | 0.0% | — | 82 | +16,498 | New | Q4 2025 | Feb 12, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 16,319 | 530 | 0.24% | 0.24% | 83 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 16,116 | 523 | 0.25% | 0.24% | 84 | +472 | 3.02% | Q4 2025 | Jan 28, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 15,940 | 518 | 0.15% | 0.14% | 85 | +73 | 0.46% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,737 | 511 | 0.01% | 0.0% | 86 | +5,984 | 61.36% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 15,683 | 509 | 0.0% | 0.0% | 87 | +4,497 | 40.2% | Q4 2025 | Feb 06, 2026 |
| Berger Financial Group, Inc | History | Added to | 15,592 | 506 | 0.03% | 0.02% | 88 | +7,337 | 88.88% | Q4 2025 | Jan 27, 2026 |
| Financial Council, LLC | History | New | 15,559 | 505 | 0.2% | — | 89 | +15,559 | New | Q4 2025 | Feb 05, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 15,466 | 502 | 0.25% | — | 90 | +15,466 | New | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,860 | 482 | 0.0% | 0.0% | 91 | +6,914 | 87.01% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 14,833 | 482 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 13,446 | 436 | 0.29% | 0.17% | 93 | +5,134 | 61.77% | Q4 2025 | Feb 04, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 12,800 | 415 | 0.26% | 0.25% | 94 | +95 | 0.75% | Q4 2025 | Feb 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 12,800 | 415 | 0.05% | 0.07% | 95 | +95 | 0.75% | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 11,480 | 409 | 0.09% | — | 96 | +11,480 | New | Q4 2025 | Feb 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 12,502 | 406 | 0.03% | — | 97 | +12,502 | New | Q4 2025 | Feb 12, 2026 |
| Cooper Financial Group | History | New | 12,289 | 399 | 0.04% | — | 98 | +12,289 | New | Q4 2025 | Jan 08, 2026 |
| Tudor Financial Inc. | History | Added to | 11,528 | 374 | 0.19% | 0.13% | 99 | +3,472 | 43.1% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 11,479 | 373 | 0.01% | 0.01% | 100 | +2,647 | 29.97% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,992 | 368 | 0.0% | 0.0% | 101 | +1,437 | 15.04% | Q4 2025 | Jan 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 10,853 | 352 | 0.02% | — | 102 | +10,853 | New | Q4 2025 | Feb 10, 2026 |
| SteelPeak Wealth, LLC | History | New | 10,586 | 344 | 0.01% | — | 103 | +10,586 | New | Q4 2025 | Jan 20, 2026 |
| Beacon Financial Advisory LLC | History | New | 10,202 | 331 | 0.08% | — | 104 | +10,202 | New | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 9,765 | 317 | 0.04% | — | 105 | +9,765 | New | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | No change | 9,131 | 297 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Plan A Wealth LLC | History | New | 8,886 | 288 | 0.14% | — | 107 | +8,886 | New | Q4 2025 | Feb 06, 2026 |
| Cassilly Financial Group LLC | History | New | 8,507 | 276 | 0.24% | — | 108 | +8,507 | New | Q4 2025 | Jan 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 8,462 | 275 | 0.04% | — | 109 | +8,462 | New | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | New | 8,318 | 270 | 0.02% | — | 110 | +8,318 | New | Q4 2025 | Jan 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,332 | 270 | 0.0% | 0.0% | 111 | +1,402 | 20.23% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,913 | 257 | 0.0% | 0.0% | 112 | -572 | -6.74% | Q4 2025 | Feb 02, 2026 |
| Tribridge Partners Financial LLC | History | No change | 7,668 | 249 | 0.1% | 0.11% | 113 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Venture Visionary Partners LLC | History | No change | 7,647 | 248 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 7,485 | 243 | 0.07% | 0.06% | 115 | +884 | 13.39% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 7,415 | 240 | 0.01% | 0.01% | 116 | +5 | 0.07% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7,083 | 230 | 0.01% | 0.01% | 117 | +2,636 | 59.28% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,460 | 209 | 0.01% | 0.0% | 118 | +2,451 | 61.14% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,231 | 202 | 0.0% | — | 119 | +6,231 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,176 | 200 | 0.0% | 0.01% | 120 | -8,769 | -58.68% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | New | 4,880 | 158 | 0.01% | — | 121 | +4,880 | New | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,601 | 117 | 0.04% | 0.05% | 122 | +1,897 | 111.33% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | New | 3,250 | 105 | 0.02% | — | 123 | +3,250 | New | Q4 2025 | Jan 23, 2026 |
| RHL GROUP, LLC | History | New | 2,584 | 83 | 0.07% | — | 124 | +2,584 | New | Q4 2025 | Feb 09, 2026 |
| Lodestone Wealth Management LLC | History | New | 2,096 | 68 | 0.03% | — | 125 | +2,096 | New | Q4 2025 | Jan 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,861 | 60 | 0.0% | 0.0% | 126 | +130 | 7.51% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1,700 | 55 | 0.0% | — | 127 | +1,700 | New | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 1,066 | 34 | 0.0% | — | 128 | +1,066 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,020 | 33 | 0.0% | 0.0% | 129 | -419 | -29.12% | Q4 2025 | Feb 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 886 | 28 | 0.01% | 0.01% | 130 | +323 | 57.37% | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | New | 700 | 22 | 0.0% | — | 131 | +700 | New | Q4 2025 | Jan 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 500 | 16 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| COMERICA BANK | History | New | 471 | 15 | 0.0% | — | 133 | +471 | New | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 356 | 11 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 326 | 10 | 0.01% | — | 136 | +326 | New | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 337 | 10 | 0.0% | 0.0% | 135 | +48 | 16.61% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Added to | 253 | 8 | 0.0% | 0.0% | 137 | +1 | 0.4% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | New | 133 | 4 | 0.0% | — | 138 | +133 | New | Q4 2025 | Feb 12, 2026 |
| Central Pacific Bank - Trust Division | History | New | 35 | 1 | 0.0% | — | 139 | +35 | New | Q4 2025 | Jan 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -262,991 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,326 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sound Income Strategies, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |