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 | Added to | 4,993,050 | 165,319 | 0.04% | 0.02% | 1 | +2,214,945 | 79.73% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,271,206 | 108,309 | 0.03% | 0.02% | 2 | +966,359 | 41.93% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,663,298 | 88,182 | 0.13% | 0.11% | 3 | +294,816 | 12.45% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 2,197,241 | 72,750 | 1.23% | 0.85% | 4 | +554,486 | 33.75% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,733,573 | 57,398 | 0.01% | 0.0% | 5 | +914,088 | 111.54% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,307,116 | 43,278 | 0.06% | 0.03% | 6 | +526,018 | 67.34% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,192,466 | 39,482 | 0.01% | 0.01% | 7 | -13,294 | -1.1% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,131,539 | 37,465 | 0.28% | 0.29% | 8 | +17,383 | 1.56% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 997,667 | 33,032 | 0.01% | 0.0% | 9 | +598,794 | 150.12% | Q1 2026 | May 11, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 992,381 | 32,857 | 2.74% | 2.82% | 10 | -40,285 | -3.9% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 827,453 | 27,396 | 0.03% | 0.02% | 11 | +255,218 | 44.6% | Q1 2026 | May 13, 2026 |
| Johnson Bixby & Associates, LLC | History | New | 825,821 | 27,342 | 3.39% | — | 12 | +825,821 | New | Q1 2026 | Apr 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 730,725 | 23,514 | 0.01% | 0.01% | 13 | +473,825 | 184.44% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 605,396 | 20,045 | 0.05% | 0.04% | 14 | +93,084 | 18.17% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 565,565 | 18,725 | 0.05% | 0.04% | 15 | +48,740 | 9.43% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 555,174 | 18,381 | 0.11% | 0.07% | 16 | +211,916 | 61.74% | Q1 2026 | May 05, 2026 |
| SK Wealth Management, LLC | History | Added to | 520,740 | 17,450 | 4.84% | 4.06% | 17 | +104,643 | 25.15% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 496,769 | 16,448 | 0.02% | 0.01% | 18 | +32,656 | 7.04% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 490,501 | 16,240 | 0.08% | 0.03% | 19 | +290,113 | 144.78% | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 471,124 | 15,598 | 0.5% | 0.06% | 20 | +422,564 | 870.19% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 403,474 | 13,359 | 0.01% | 0.01% | 21 | +73,612 | 22.32% | Q1 2026 | May 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 400,919 | 13,274 | 1.02% | 0.79% | 22 | +79,283 | 24.65% | Q1 2026 | Apr 08, 2026 |
| Souders Financial Advisors | History | Reduced | 360,747 | 11,944 | 1.36% | 1.4% | 23 | -14,481 | -3.86% | Q1 2026 | May 04, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 330,562 | 10,944 | 0.74% | 0.44% | 24 | +128,602 | 63.68% | Q1 2026 | May 06, 2026 |
| BIP Wealth, LLC | History | Reduced | 297,561 | 9,852 | 0.4% | 0.35% | 25 | -3,256 | -1.08% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 245,979 | 8,144 | 0.04% | 0.04% | 26 | +4,488 | 1.86% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 234,621 | 7,862 | 0.07% | 0.08% | 27 | +11,011 | 4.92% | Q1 2026 | Apr 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 209,118 | 6,923 | 0.16% | 0.09% | 28 | +78,403 | 59.98% | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 199,731 | 6,613 | 0.26% | 0.21% | 29 | +44,490 | 28.66% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 195,999 | 6,370 | 0.04% | 0.01% | 30 | +144,160 | 278.09% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 169,581 | 5,614 | 0.12% | 0.04% | 31 | +108,204 | 176.29% | Q1 2026 | May 01, 2026 |
| VICUS CAPITAL | History | Added to | 166,236 | 5,504 | 0.4% | 0.2% | 32 | +84,426 | 103.2% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 163,588 | 5,416 | 0.03% | 0.02% | 33 | +52,351 | 47.06% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | New | 161,174 | 5,336 | 1.81% | — | 34 | +161,174 | New | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 160,942 | 5,328 | 0.03% | 0.0% | 35 | +135,144 | 523.85% | Q1 2026 | Apr 15, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 159,140 | 5,269 | 2.86% | 2.7% | 36 | +7,589 | 5.01% | Q1 2026 | Apr 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 156,207 | 5,172 | 1.51% | 1.26% | 37 | +25,939 | 19.91% | Q1 2026 | Apr 30, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 142,056 | 4,726 | 1.06% | 0.89% | 38 | +24,881 | 21.23% | Q1 2026 | May 21, 2026 |
| BNB Wealth Management, LLC | History | Added to | 141,769 | 4,693 | 3.01% | 2.32% | 39 | +30,726 | 27.67% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 137,683 | 4,558 | 0.0% | 0.0% | 40 | -18,470 | -11.83% | Q1 2026 | May 15, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 135,598 | 4,489 | 2.51% | 0.59% | 41 | +103,367 | 320.71% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | Added to | 133,997 | 4,439 | 0.06% | 0.05% | 42 | +19,133 | 16.66% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 130,657 | 4,326 | 0.01% | 0.01% | 43 | -300 | -0.23% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 123,631 | 4,093 | 0.07% | 0.03% | 44 | +79,440 | 179.77% | Q1 2026 | May 11, 2026 |
| KPP Advisory Services LLC | History | New | 116,755 | 3,865 | 0.56% | — | 45 | +116,755 | New | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 116,430 | 3,855 | 0.03% | 0.02% | 46 | +23,701 | 25.56% | Q1 2026 | May 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 105,872 | 3,505 | 0.47% | — | 47 | +105,872 | New | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Added to | 92,165 | 3,051 | 0.01% | 0.0% | 48 | +33,586 | 57.33% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 90,337 | 2,991 | 0.0% | 0.0% | 49 | -90,444 | -50.03% | Q1 2026 | May 12, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 88,800 | 2,940 | 1.09% | 0.6% | 50 | +37,322 | 72.5% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 87,606 | 2,901 | 0.09% | — | 51 | +87,606 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 83,007 | 2,748 | 0.01% | 0.01% | 52 | +24,470 | 41.8% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 80,363 | 2,660 | 0.04% | 0.03% | 53 | +13,744 | 20.63% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 76,010 | 2,517 | 0.0% | 0.0% | 54 | +54,811 | 258.55% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 75,563 | 2,501 | 0.0% | 0.0% | 55 | +28,417 | 60.27% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 74,141 | 2,454 | 0.0% | — | 56 | +74,141 | New | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 73,410 | 2,430 | 0.22% | 0.23% | 57 | -680 | -0.92% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 71,246 | 2,358 | 0.04% | 0.01% | 58 | +50,525 | 243.83% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 70,116 | 2,321 | 0.13% | 0.12% | 59 | +5,525 | 8.55% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Added to | 69,007 | 2,284 | 0.13% | 0.13% | 60 | +81 | 0.12% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 59,824 | 1,980 | 0.02% | 0.01% | 61 | +21,670 | 56.8% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 58,281 | 1,929 | 0.0% | 0.0% | 62 | +6,648 | 12.88% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 57,580 | 1,871 | 0.33% | 0.33% | 63 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TritonPoint Partners, LLC | History | New | 53,885 | 1,785 | 0.66% | — | 64 | +53,885 | New | Q1 2026 | Apr 28, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 53,517 | 1,771 | 0.45% | 0.15% | 65 | +37,577 | 235.74% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 50,609 | 1,757 | 0.1% | 0.03% | 66 | +35,776 | 241.19% | Q1 2026 | Apr 17, 2026 |
| CMC Financial Group | History | Reduced | 52,830 | 1,749 | 3.43% | 6.54% | 67 | -59,974 | -53.17% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 50,260 | 1,664 | 0.02% | — | 68 | +50,260 | New | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | New | 49,757 | 1,647 | 0.0% | — | 69 | +49,757 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 48,351 | 1,600 | 0.04% | 0.02% | 70 | +24,163 | 99.9% | Q1 2026 | May 04, 2026 |
| NWF Advisory Services Inc. | History | Added to | 47,719 | 1,579 | 0.18% | 0.16% | 71 | +2,802 | 6.24% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 47,238 | 1,564 | 0.04% | 0.02% | 72 | +19,053 | 67.6% | Q1 2026 | Apr 07, 2026 |
| KINTRA WEALTH, LLC | History | New | 47,190 | 1,562 | 0.11% | — | 73 | +47,190 | New | Q1 2026 | May 15, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 45,588 | 1,509 | 0.75% | 0.61% | 74 | +8,669 | 23.48% | Q1 2026 | Apr 21, 2026 |
| Keystone Wealth Services, LLC | History | New | 45,155 | 1,495 | 0.32% | — | 75 | +45,155 | New | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 44,019 | 1,457 | 0.01% | 0.0% | 76 | +5,480 | 14.22% | Q1 2026 | Apr 29, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 41,869 | 1,386 | 0.51% | 0.44% | 77 | +6,454 | 18.22% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 40,992 | 1,357 | 0.02% | 0.02% | 78 | +6,593 | 19.17% | Q1 2026 | Apr 27, 2026 |
| Capital International Investors | History | Added to | 40,128 | 1,328 | 0.0% | 0.0% | 79 | +20,000 | 99.36% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 39,706 | 1,314 | 0.02% | 0.02% | 80 | +5,467 | 15.97% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 39,288 | 1,300 | 0.04% | 0.01% | 81 | +31,873 | 429.84% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 37,972 | 1,257 | 0.0% | 0.0% | 82 | +21,474 | 130.16% | Q1 2026 | May 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 34,405 | 1,139 | 0.5% | 0.25% | 83 | +18,939 | 122.46% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Added to | 34,288 | 1,135 | 0.04% | 0.03% | 84 | +3,228 | 10.39% | Q1 2026 | May 14, 2026 |
| Cercano Management LLC | History | No change | 32,733 | 1,083 | 0.05% | 0.04% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 32,599 | 1,079 | 0.0% | — | 86 | +32,599 | New | Q1 2026 | May 15, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 31,806 | 1,053 | 0.46% | 0.44% | 87 | +1,500 | 4.95% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 31,030 | 1,027 | 0.03% | 0.01% | 89 | +24,570 | 380.34% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,032 | 1,027 | 0.01% | 0.01% | 88 | +3,778 | 13.86% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 30,669 | 1,015 | 0.17% | 0.15% | 90 | +1,828 | 6.34% | Q1 2026 | Apr 29, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 29,614 | 980 | 0.43% | — | 91 | +29,614 | New | Q1 2026 | May 05, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 29,249 | 968 | 0.62% | 0.29% | 92 | +15,803 | 117.53% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | New | 26,045 | 862 | 0.04% | — | 93 | +26,045 | New | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 25,188 | 833 | 0.03% | 0.03% | 94 | +3,403 | 15.62% | Q1 2026 | Apr 20, 2026 |
| TCFG Investment Advisors, LLC | History | New | 24,941 | 825 | 0.31% | — | 96 | +24,941 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 24,941 | 825 | 0.31% | 0.28% | 95 | +2,912 | 13.22% | Q1 2026 | Apr 23, 2026 |
| Meridian Wealth Management, LLC | History | No change | 23,855 | 789 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 23,736 | 785 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,121 | 765 | 0.01% | 0.01% | 99 | -244 | -1.04% | Q1 2026 | May 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,828 | 760 | 0.0% | 0.0% | 100 | +11,836 | 107.68% | Q1 2026 | Apr 08, 2026 |
| Junk Investment Group, LLC | History | New | 22,562 | 747 | 0.39% | — | 101 | +22,562 | New | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 21,469 | 710 | 0.0% | 0.0% | 102 | +6,609 | 44.48% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | No change | 21,818 | 709 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 20,803 | 688 | 0.29% | 0.24% | 104 | +4,484 | 27.48% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 20,632 | 683 | 0.03% | — | 105 | +20,632 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 20,184 | 668 | 0.01% | 0.0% | 106 | +12,271 | 155.07% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,353 | 640 | 0.01% | 0.01% | 107 | +3,616 | 22.98% | Q1 2026 | Apr 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 17,525 | 611 | 0.13% | 0.09% | 108 | +6,045 | 52.66% | Q1 2026 | Apr 28, 2026 |
| Financial Council, LLC | History | Added to | 18,284 | 605 | 0.23% | 0.2% | 109 | +2,725 | 17.51% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | New | 17,687 | 585 | 0.01% | — | 110 | +17,687 | New | Q1 2026 | May 12, 2026 |
| Burton Enright Welch | History | New | 17,431 | 577 | 0.08% | — | 111 | +17,431 | New | Q1 2026 | May 01, 2026 |
| Berger Financial Group, Inc | History | Added to | 16,831 | 557 | 0.03% | 0.03% | 112 | +1,239 | 7.95% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,717 | 553 | 0.0% | 0.0% | 113 | +1,034 | 6.59% | Q1 2026 | May 05, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 16,649 | 551 | 0.26% | 0.25% | 114 | +533 | 3.31% | Q1 2026 | Apr 15, 2026 |
| Valmark Advisers, Inc. | History | New | 16,393 | 542 | 0.01% | — | 115 | +16,393 | New | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 16,255 | 538 | 0.0% | — | 116 | +16,255 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | New | 16,072 | 532 | 0.01% | — | 117 | +16,072 | New | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 15,516 | 513 | 0.05% | 0.05% | 118 | +2,716 | 21.22% | Q1 2026 | May 12, 2026 |
| BALLAST ADVISORS LLC | History | New | 15,382 | 509 | 0.15% | — | 119 | +15,382 | New | Q1 2026 | May 12, 2026 |
| Compton Financial Group, LLC | History | New | 14,424 | 477 | 0.11% | — | 120 | +14,424 | New | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | New | 14,291 | 473 | 0.0% | — | 121 | +14,291 | New | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 14,291 | 473 | 0.03% | — | 122 | +14,291 | New | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 13,422 | 444 | 0.11% | 0.07% | 123 | +5,937 | 79.32% | Q1 2026 | May 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 13,157 | 435 | 0.03% | 0.03% | 124 | +655 | 5.24% | Q1 2026 | Apr 30, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 12,800 | 423 | 0.26% | 0.26% | 125 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tudor Financial Inc. | History | Added to | 12,578 | 416 | 0.21% | 0.19% | 126 | +1,050 | 9.11% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 12,341 | 409 | 0.01% | 0.01% | 127 | +862 | 7.51% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Reduced | 12,218 | 404 | 0.04% | 0.04% | 128 | -71 | -0.58% | Q1 2026 | Apr 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 12,029 | 398 | 0.06% | 0.04% | 129 | +3,567 | 42.15% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | New | 11,466 | 379 | 0.0% | — | 130 | +11,466 | New | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | New | 11,392 | 377 | 0.02% | — | 131 | +11,392 | New | Q1 2026 | May 05, 2026 |
| Everest Financial Group LLC | History | New | 11,025 | 365 | 0.06% | — | 132 | +11,025 | New | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | New | 10,336 | 364 | 0.09% | — | 133 | +10,336 | New | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 10,907 | 361 | 0.0% | 0.0% | 134 | +1,776 | 19.45% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 10,733 | 355 | 0.03% | 0.02% | 135 | +2,415 | 29.03% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,697 | 354 | 0.01% | 0.0% | 136 | +4,521 | 73.2% | Q1 2026 | Apr 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 10,218 | 338 | 0.08% | 0.08% | 137 | +16 | 0.16% | Q1 2026 | Apr 27, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 9,563 | 316 | 0.08% | — | 138 | +9,563 | New | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,481 | 314 | 0.01% | 0.06% | 139 | -30,697 | -76.4% | Q1 2026 | May 18, 2026 |
| BROWN ADVISORY INC | History | Added to | 9,057 | 299 | 0.0% | 0.0% | 140 | +725 | 8.7% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 9,016 | 298 | 0.02% | 0.02% | 141 | -1,837 | -16.93% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | New | 8,860 | 293 | 0.0% | — | 142 | +8,860 | New | Q1 2026 | May 13, 2026 |
| Plan A Wealth LLC | History | Reduced | 8,832 | 292 | 0.14% | 0.14% | 143 | -54 | -0.61% | Q1 2026 | May 15, 2026 |
| Cassilly Financial Group LLC | History | No change | 8,507 | 281 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | New | 8,435 | 279 | 0.0% | — | 145 | +8,435 | New | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 8,335 | 275 | 0.04% | — | 146 | +8,335 | New | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | New | 8,191 | 271 | 0.0% | — | 147 | +8,191 | New | Q1 2026 | May 05, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,185 | 271 | 0.07% | — | 148 | +8,185 | New | Q1 2026 | May 12, 2026 |
| January Capital Advisors LLC | History | New | 8,010 | 265 | 0.36% | — | 149 | +8,010 | New | Q1 2026 | May 20, 2026 |
| Venture Visionary Partners LLC | History | Added to | 7,960 | 263 | 0.01% | 0.01% | 150 | +313 | 4.09% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 7,928 | 262 | 0.01% | 0.01% | 151 | +845 | 11.93% | Q1 2026 | Apr 17, 2026 |
| Tribridge Partners Financial LLC | History | No change | 7,668 | 255 | 0.11% | 0.1% | 152 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 7,660 | 253 | 0.04% | 0.02% | 153 | +4,410 | 135.69% | Q1 2026 | May 04, 2026 |
| Allegheny Financial Group | History | New | 7,025 | 232 | 0.03% | — | 154 | +7,025 | New | Q1 2026 | Apr 16, 2026 |
| Investment Insight Wealth Management, LLC | History | New | 6,799 | 225 | 0.24% | — | 155 | +6,799 | New | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,513 | 215 | 0.0% | 0.0% | 156 | +282 | 4.53% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6,450 | 213 | 0.01% | 0.0% | 157 | +4,750 | 279.41% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | New | 6,227 | 206 | 0.0% | — | 158 | +6,227 | New | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,095 | 201 | 0.01% | — | 159 | +6,095 | New | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,880 | 161 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,803 | 159 | 0.06% | 0.03% | 161 | +2,707 | 129.15% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | New | 3,200 | 105 | 0.01% | — | 162 | +3,200 | New | Q1 2026 | Apr 06, 2026 |
| Synergy Investment Management, LLC | History | New | 3,000 | 99 | 0.03% | — | 163 | +3,000 | New | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 2,975 | 98 | 0.01% | — | 164 | +2,975 | New | Q1 2026 | Apr 23, 2026 |
| Richardson Capital Management LLC | History | New | 2,950 | 97 | 0.05% | — | 165 | +2,950 | New | Q1 2026 | May 12, 2026 |
| RHL GROUP, LLC | History | Reduced | 2,530 | 83 | 0.07% | 0.07% | 166 | -54 | -2.09% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,231 | 73 | 0.0% | — | 167 | +2,231 | New | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 2,100 | 69 | 0.0% | 0.0% | 168 | +1,400 | 200.0% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,861 | 61 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 1,366 | 45 | 0.0% | 0.0% | 170 | +300 | 28.14% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,094 | 36 | 0.0% | — | 171 | +1,094 | New | Q1 2026 | Apr 30, 2026 |
| GW&K Investment Management, LLC | History | New | 1,070 | 35 | 0.0% | — | 172 | +1,070 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 1,063 | 35 | 0.0% | — | 173 | +1,063 | New | Q1 2026 | May 19, 2026 |
| Leo H. Evart, Inc. | History | New | 948 | 31 | 0.03% | — | 174 | +948 | New | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 886 | 29 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | New | 796 | 26 | 0.0% | — | 176 | +796 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 755 | 24 | 0.0% | 0.0% | 177 | -265 | -25.98% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 617 | 19 | 0.0% | — | 178 | +617 | New | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 500 | 16 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 481 | 15 | 0.01% | — | 182 | +481 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 462 | 15 | 0.0% | 0.0% | 181 | +329 | 247.37% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 471 | 15 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | Added to | 338 | 11 | 0.01% | 0.01% | 185 | +12 | 3.68% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 356 | 11 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 337 | 11 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | No change | 253 | 8 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | New | 205 | 6 | 0.0% | — | 187 | +205 | New | Q1 2026 | Apr 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 35 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -483,756 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -189,798 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,677 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,586 | -100.0% | Q1 2026 | May 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -9,765 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,601 | -100.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |