Capital Group International Equity ETF - CGIE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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
Bank of New York Mellon Corp History Added to 6,750,327 248,277 0.04% 0.03% 1 +2,443,985 56.75% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,779,104 137,447 0.06% 0.04% 2 +1,172,198 44.97% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 2,963,632 109,002 0.01% 0.01% 3 +155,515 5.54% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History Added to 2,762,255 101,595 0.09% 0.08% 4 +405,770 17.22% Q2 2026 Aug 12, 2026
UBS Group AG History Added to 2,657,130 97,729 0.01% 0.01% 5 +131,596 5.21% Q2 2026 Aug 13, 2026
LPL Financial LLC History Added to 2,415,170 88,829 0.02% 0.02% 6 +32,749 1.37% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History Added to 2,177,635 80,094 0.01% 0.01% 7 +151,729 7.49% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,997,981 73,485 0.0% 0.0% 8 +288,901 16.9% Q2 2026 Aug 14, 2026
Venturi Wealth Management, LLC History Added to 1,795,643 66,043 2.56% 2.66% 9 +47,369 2.71% Q2 2026 Jul 20, 2026
Capital Group Private Client Services, Inc. History Added to 1,417,845 52,148 0.74% 0.71% 10 +170,926 13.71% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,391,420 51,176 0.01% 0.01% 11 +108,742 8.48% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,182,947 43,508 0.02% 0.02% 12 +37,734 3.29% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History Added to 1,069,903 39,351 0.01% 0.01% 13 +7,481 0.7% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,019,559 37,499 0.01% 0.01% 14 +153,876 17.78% Q2 2026 Aug 03, 2026
OSAIC HOLDINGS, INC. History Added to 823,566 30,292 0.04% 0.03% 15 +226,413 37.92% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History Added to 778,293 28,625 0.17% 0.19% 16 +7,389 0.96% Q2 2026 Jul 20, 2026
LVW Advisors, LLC History Reduced 662,732 24,375 2.11% 2.35% 17 -65,347 -8.98% Q2 2026 Jul 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 641,480 23,593 0.03% 0.03% 18 +33,712 5.55% Q2 2026 Jul 29, 2026
STIFEL FINANCIAL CORP History Added to 630,547 23,191 0.02% 0.02% 19 +35,925 6.04% Q2 2026 Aug 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 617,011 22,564 0.07% 0.05% 20 +100,515 19.46% Q2 2026 Aug 13, 2026
Linscomb Wealth, Inc. History Added to 550,558 20,249 0.88% 0.64% 21 +125,854 29.63% Q2 2026 Jul 31, 2026
Freedom Financial Partners LLC History Added to 481,888 17,723 5.77% 5.39% 22 +34,064 7.61% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History Added to 435,313 16,010 0.03% 0.03% 23 +89,364 25.83% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History Added to 404,089 14,862 0.02% 0.01% 24 +88,574 28.07% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 403,485 14,840 0.03% 0.03% 25 +48,137 13.55% Q2 2026 Jul 27, 2026
StrongBox Wealth, LLC History Reduced 380,063 13,978 3.98% 4.12% 26 -375 -0.1% Q2 2026 Jul 23, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History Added to 371,968 13,681 3.69% 3.03% 27 +69,749 23.08% Q2 2026 Aug 07, 2026
SWEENEY & MICHEL, LLC History Added to 350,716 13,393 3.52% 3.42% 28 +26,404 8.14% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History Reduced 341,097 12,545 0.04% 0.05% 29 -38,930 -10.24% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History Reduced 339,193 12,475 0.06% 0.08% 30 -183,619 -35.12% Q2 2026 Jul 27, 2026
Stonebridge Financial Group, LLC History Added to 323,726 11,906 0.9% 0.87% 31 +10,616 3.39% Q2 2026 Jul 06, 2026
Baird Financial Group, Inc. History Added to 290,625 10,689 0.01% 0.01% 32 +27,997 10.66% Q2 2026 Aug 12, 2026
Evernest Financial Advisors, LLC History Reduced 269,804 9,923 2.08% 2.5% 33 -71,188 -20.88% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History Reduced 266,637 9,806 0.0% 0.0% 34 -6,999 -2.56% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History Added to 204,118 7,507 0.08% 0.06% 35 +51,743 33.96% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History Added to 201,443 7,409 0.09% 0.1% 36 +21,826 12.15% Q2 2026 Aug 05, 2026
Mendota Financial Group, LLC History Reduced 181,524 6,676 4.14% 4.66% 37 -4,361 -2.35% Q2 2026 Jul 09, 2026
Equity Wealth Partners, LLC History New 181,307 6,668 2.4% 38 +181,307 New Q2 2026 Jul 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 173,409 6,378 0.3% 0.25% 39 +29,948 20.88% Q2 2026 Jul 23, 2026
KWB Wealth History Reduced 170,414 6,267 0.54% 0.74% 40 -44,726 -20.79% Q2 2026 Jul 10, 2026
Capital Analysts, LLC History Added to 158,351 5,825 0.13% 0.09% 41 +57,208 56.56% Q2 2026 Aug 05, 2026
Johnson Bixby & Associates, LLC History Reduced 153,507 5,645 0.63% 0.68% 42 -8,271 -5.11% Q2 2026 Jul 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 152,916 5,607 0.01% 0.01% 43 +14,795 10.71% Q2 2026 Jul 15, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 145,250 5,342 1.67% 1.16% 44 +66,702 84.92% Q2 2026 Jul 28, 2026
Burton Enright Welch History Reduced 142,416 5,238 0.62% 0.68% 45 -5,609 -3.79% Q2 2026 Jul 17, 2026
Sovran Advisors, LLC History Added to 142,186 5,145 0.38% 0.25% 46 +53,049 59.51% Q2 2026 Jul 29, 2026
D.A. DAVIDSON & CO. History Reduced 137,629 5,061 0.03% 0.03% 47 -17,058 -11.03% Q2 2026 Jul 24, 2026
Confluence Wealth Services, Inc. History Added to 136,091 5,005 0.14% 0.17% 48 +7,314 5.68% Q2 2026 Jul 22, 2026
Greykasell Wealth Strategies, Inc. History Added to 135,930 4,999 1.81% 1.75% 49 +7,467 5.81% Q2 2026 Aug 11, 2026
Roehl & Yi Investment Advisors, LLC History Added to 132,491 4,873 1.6% 1.33% 50 +28,057 26.87% Q2 2026 Aug 13, 2026
&PARTNERS History Reduced 127,894 4,703 0.02% 0.02% 51 -3,709 -2.82% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History Added to 117,369 4,316 0.02% 0.02% 52 +10,691 10.02% Q2 2026 Jul 13, 2026
Rockefeller Capital Management L.P. History Reduced 117,298 4,314 0.01% 0.01% 53 -2,059 -1.73% Q2 2026 Aug 13, 2026
Wayfinding Financial, LLC History Added to 114,617 4,257 1.61% 0.11% 54 +107,099 1424.57% Q2 2026 Aug 13, 2026
Security Financial Services, INC. History Reduced 106,497 3,916 0.54% 0.57% 55 -152 -0.14% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History Reduced 97,862 3,599 0.05% 0.06% 56 -10,735 -9.89% Q2 2026 Aug 12, 2026
Creative Planning History New 96,497 3,549 0.0% 57 +96,497 New Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 96,456 3,547 0.01% 0.01% 58 +6,129 6.79% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History Reduced 92,131 3,388 0.04% 0.06% 59 -27,519 -23.0% Q2 2026 Aug 18, 2026
Bill Few Associates, Inc. History Added to 88,661 3,260 0.69% 0.69% 60 +3,660 4.31% Q2 2026 Jul 07, 2026
Prospera Financial Services Inc History Reduced 86,880 3,195 0.05% 0.05% 61 -9,247 -9.62% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History Added to 84,699 3,115 0.0% 0.0% 62 +16,314 23.86% Q2 2026 Sep 02, 2026
JANE STREET GROUP, LLC History Reduced 73,754 2,712 0.0% 0.0% 63 -359,481 -82.98% Q2 2026 Aug 14, 2026
J. Derek Lewis & Associates Inc. History Added to 71,032 2,612 0.49% 0.41% 64 +17,050 31.58% Q2 2026 Jul 31, 2026
Mariner, LLC History Reduced 69,286 2,548 0.0% 0.0% 65 -966 -1.38% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 66,957 2,462 0.03% 0.02% 66 +6,969 11.62% Q2 2026 Jul 28, 2026
BlackDiamond Wealth Management, LLC History Reduced 61,820 2,355 0.95% 1.09% 67 -5,255 -7.83% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History Added to 62,784 2,309 0.04% 0.03% 68 +26,316 72.16% Q2 2026 Jul 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 61,326 2,255 0.01% 0.01% 69 +10,150 19.83% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Added to 60,736 2,233 0.0% 0.0% 70 +54,519 876.93% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History Added to 56,963 2,095 0.01% 0.01% 71 +6,378 12.61% Q2 2026 Jul 20, 2026
Trueblood Wealth Management, LLC History Added to 54,565 2,006 0.7% 0.7% 72 +1,377 2.59% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History Added to 50,942 1,873 0.01% 0.01% 73 +2,366 4.87% Q2 2026 Aug 13, 2026
CLG LLC History Added to 50,271 1,848 0.41% 0.21% 74 +25,441 102.46% Q2 2026 Jul 16, 2026
HighPoint Advisor Group LLC History Added to 49,312 1,813 0.06% 0.06% 75 +3,934 8.67% Q2 2026 Aug 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 46,469 1,709 0.03% 0.03% 76 -4,404 -8.66% Q2 2026 Jul 14, 2026
Dynamic Advisor Solutions LLC History Reduced 39,794 1,463 0.04% 0.04% 77 -42 -0.11% Q2 2026 Jul 07, 2026
Orion Porfolio Solutions, LLC History Added to 39,380 1,448 0.01% 0.01% 78 +10,798 37.78% Q2 2026 Aug 14, 2026
Wisconsin Wealth Advisors, LLC History Added to 39,055 1,436 1.23% 1.29% 79 +335 0.87% Q2 2026 Jul 07, 2026
Investment Planning Advisors, Inc. History Added to 38,689 1,422 0.33% 0.34% 80 +1,681 4.54% Q2 2026 Jul 23, 2026
Equitable Holdings, Inc. History Added to 38,616 1,420 0.01% 0.0% 81 +22,297 136.63% Q2 2026 Aug 17, 2026
First Heartland Consultants, Inc. History Reduced 36,805 1,353 0.09% 0.1% 82 -181 -0.49% Q2 2026 Jul 08, 2026
SITTNER & NELSON, LLC History Added to 36,629 1,347 0.42% 0.41% 83 +3,180 9.51% Q2 2026 Aug 07, 2026
WARNER FINANCIAL, INC History Added to 35,573 1,308 0.38% 0.41% 84 +383 1.09% Q2 2026 Jul 09, 2026
HRT FINANCIAL LP History New 35,386 1,301 0.0% 85 +35,386 New Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History Reduced 35,264 1,297 0.05% 0.05% 86 -227 -0.64% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 34,950 1,285 0.19% 0.15% 87 0 0.0% Q2 2026 Jul 27, 2026
Atlas Legacy Advisors, LLC History Reduced 34,974 1,271 0.19% 0.22% 88 -576 -1.62% Q2 2026 Jul 31, 2026
Junk Investment Group, LLC History Added to 32,749 1,204 0.53% 0.53% 89 +2,821 9.43% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History New 30,734 1,130 0.02% 90 +30,734 New Q2 2026 Aug 06, 2026
American Financial Advisors, LLC History No change 30,334 1,115 0.13% 0.14% 91 0 0.0% Q2 2026 Jul 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 29,336 1,078 0.02% 92 +29,336 New Q2 2026 Jul 28, 2026
J.W. COLE ADVISORS, INC. History New 29,291 1,077 0.02% 93 +29,291 New Q2 2026 Jul 21, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 28,672 1,054 0.43% 0.38% 94 +3,981 16.12% Q2 2026 Jul 24, 2026
Quantinno Capital Management LP History Reduced 28,552 1,050 0.0% 0.0% 95 -22,899 -44.51% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History Added to 27,473 997 0.0% 0.0% 96 +1,618 6.26% Q2 2026 Jul 27, 2026
Walleye Partners, LLC History Added to 26,993 992 1.13% 1.1% 97 +495 1.87% Q2 2026 Jul 24, 2026
LexAurum Advisors, LLC History Added to 25,694 945 0.11% 0.11% 98 +864 3.48% Q2 2026 Jul 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 23,511 864 0.0% 0.0% 99 -7,696 -24.66% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History Added to 21,966 807 0.03% 0.02% 100 +7,023 47.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History Reduced 21,718 798 0.04% 0.04% 101 -513 -2.31% Q2 2026 Jul 23, 2026
DOVER ADVISORS, LLC History Added to 22,629 787 0.32% 0.31% 102 +170 0.76% Q2 2026 Aug 07, 2026
SMITH, MOORE & CO. History Added to 20,055 737 0.05% 0.05% 103 +174 0.88% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History New 19,725 715 0.01% 105 +19,725 New Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 19,725 715 0.01% 0.01% 104 +183 0.94% Q2 2026 Jul 29, 2026
RM Financial Services, LLC History Added to 18,527 681 0.51% 0.52% 106 +534 2.97% Q2 2026 Aug 04, 2026
Stratos Wealth Partners, LTD. History Added to 18,165 668 0.01% 0.01% 107 +200 1.11% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History Reduced 17,220 633 0.0% 0.0% 108 -11,196 -39.4% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 18,060 610 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 16,394 602 0.03% 0.03% 110 0 0.0% Q2 2026 Jul 31, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 16,240 597 0.09% 0.06% 111 +5,163 46.61% Q2 2026 Jul 29, 2026
Mutual Advisors, LLC History Reduced 16,068 590 0.01% 0.01% 112 -1,323 -7.61% Q2 2026 Aug 14, 2026
Lodestone Wealth Management LLC History Reduced 15,771 580 0.2% 0.26% 113 -3,718 -19.08% Q2 2026 Jul 23, 2026
Aspire Growth Partners LLC History Reduced 15,317 563 0.33% 0.37% 114 -518 -3.27% Q2 2026 Jul 29, 2026
WJ Wealth Management, LLC History Reduced 14,965 550 0.22% 2.87% 115 -166,425 -91.75% Q2 2026 Aug 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 14,720 541 0.03% 0.03% 116 +286 1.98% Q2 2026 Aug 11, 2026
Clear Creek Financial Management, LLC History Added to 14,498 533 0.03% 0.04% 117 +193 1.35% Q2 2026 Jul 27, 2026
Lincoln Capital LLC History Added to 14,417 530 0.09% 0.08% 118 +2,350 19.47% Q2 2026 Jul 07, 2026
Envestnet Portfolio Solutions, Inc. History Added to 12,793 470 0.0% 0.0% 119 +819 6.84% Q2 2026 Jul 20, 2026
Investmark Advisory Group LLC History Added to 12,476 458 0.17% 0.15% 120 +2,329 22.95% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History Added to 11,974 440 0.0% 0.0% 121 +9,098 316.34% Q2 2026 Aug 05, 2026
Latitude Advisors, LLC History New 11,437 420 0.17% 122 +11,437 New Q2 2026 Jul 27, 2026
Summit Global Investments History Added to 10,323 380 0.02% 0.02% 123 +1,098 11.9% Q2 2026 Aug 03, 2026
Janney Montgomery Scott LLC History Added to 10,049 370 0.0% 0.0% 124 +2,239 28.67% Q2 2026 Aug 05, 2026
BNB Wealth Management, LLC History No change 9,891 363 0.2% 0.21% 125 0 0.0% Q2 2026 Aug 12, 2026
QTR Family Wealth, LLC History Reduced 9,761 359 0.13% 0.15% 126 -95 -0.96% Q2 2026 Jul 27, 2026
PFG Advisors History Reduced 9,125 335 0.02% 0.02% 127 -353 -3.72% Q2 2026 Jul 16, 2026
NWF Advisory Services Inc. History Added to 8,892 327 0.03% 0.03% 128 +1,904 27.25% Q2 2026 Jul 29, 2026
BENJAMIN EDWARDS INC History New 8,547 314 0.0% 130 +8,547 New Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History Added to 8,546 314 0.0% 0.0% 129 +1,104 14.83% Q2 2026 Aug 18, 2026
Veracity Capital LLC History New 8,262 303 0.08% 131 +8,262 New Q2 2026 Jul 10, 2026
Clark Capital Management Group, Inc. History New 8,223 302 0.0% 132 +8,223 New Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History New 8,014 294 0.01% 133 +8,014 New Q2 2026 Aug 14, 2026
LANDAAS & CO /WI /ADV History No change 6,996 257 0.05% 0.05% 134 0 0.0% Q2 2026 Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 6,893 253 0.02% 0.02% 135 +803 13.19% Q2 2026 Jul 20, 2026
Cerity Partners LLC History New 6,798 250 0.0% 136 +6,798 New Q2 2026 Aug 14, 2026
FLORIDA FINANCIAL ADVISORS, LLC History New 6,762 248 0.04% 137 +6,762 New Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 6,615 243 0.0% 0.0% 138 +1,681 34.07% Q2 2026 Jul 17, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 6,362 233 0.0% 139 +6,362 New Q2 2026 Aug 10, 2026
Financial Perspectives, Inc History No change 6,224 228 0.06% 0.06% 140 0 0.0% Q2 2026 Jul 24, 2026
FLOW TRADERS U.S. LLC History New 6,096 224 0.01% 141 +6,096 New Q2 2026 Aug 14, 2026
Keystone Financial Group History Reduced 5,949 218 0.01% 0.02% 142 -828 -12.22% Q2 2026 Jul 29, 2026
Clearwave Capital, LLC History New 5,849 215 0.12% 143 +5,849 New Q2 2026 Jul 17, 2026
Cresset Asset Management, LLC History New 5,700 209 0.0% 144 +5,700 New Q2 2026 Aug 14, 2026
OLD MISSION CAPITAL LLC History New 5,576 205 0.0% 145 +5,576 New Q2 2026 Aug 14, 2026
BBR PARTNERS, LLC History New 5,500 202 0.01% 146 +5,500 New Q2 2026 Aug 11, 2026
Capital Investment Advisory Services, LLC History New 5,453 200 0.01% 147 +5,453 New Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History Added to 5,104 187 0.0% 0.0% 148 +1 0.02% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 4,425 162 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History Reduced 4,053 149 0.01% 0.01% 150 -3,978 -49.53% Q2 2026 Aug 17, 2026
CITY HOLDING CO History New 3,800 139 0.02% 151 +3,800 New Q2 2026 Jul 10, 2026
Steward Partners Investment Advisory, LLC History Added to 3,655 134 0.0% 0.0% 152 +260 7.66% Q2 2026 Aug 13, 2026
Sunbelt Securities, Inc. History No change 3,323 112 0.01% 0.01% 153 0 0.0% Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,985 109 0.0% 0.01% 154 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History New 2,927 108 0.0% 155 +2,927 New Q2 2026 Aug 12, 2026
Harborfront Financial Group LLC History New 2,273 83 0.31% 156 +2,273 New Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History Reduced 1,353 49 0.0% 0.0% 157 -182 -11.86% Q2 2026 Aug 12, 2026
CWM, LLC History No change 1,469 49 0.0% 0.0% 158 0 0.0% Q1 2026 May 14, 2026
IFG Advisory, LLC History New 1,251 46 0.0% 159 +1,251 New Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,200 44 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 07, 2026
ASSETMARK, INC History Added to 1,190 43 0.0% 0.0% 161 +912 328.06% Q2 2026 Jul 30, 2026
EverSource Wealth Advisors, LLC History Added to 1,037 38 0.0% 0.0% 163 +144 16.13% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 1,039 38 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 11, 2026
Leo H. Evart, Inc. History No change 955 35 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 17, 2026
Whipplewood Advisors, LLC History No change 850 31 0.02% 0.01% 165 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 800 29 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
CrossGen Wealth, LLC History No change 684 25 0.02% 0.02% 167 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 667 24 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 28, 2026
Beaird Harris Wealth Management, LLC History No change 457 16 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 08, 2026
Financial Gravity Asset Management, Inc. History No change 464 15 0.0% 0.0% 170 0 0.0% Q1 2026 May 08, 2026
Continuum Advisory, LLC History New 394 14 0.0% 171 +394 New Q2 2026 Aug 06, 2026
Signature Resources Capital Management, LLC History Reduced 314 11 0.0% 0.01% 172 -108 -25.59% Q2 2026 Jul 13, 2026
SHP Wealth Management History No change 252 9 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
Frazier Financial Advisors, LLC History No change 269 9 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 133 4 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ADVISERS INC History Reduced 108 3 0.0% 0.0% 176 -163 -60.15% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 50 1 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 08, 2026
Rosenberg Matthew Hamilton History No change 51 1 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 40 1 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
GTS SECURITIES LLC History Closed out 0 0 0.05% -44,279 -100.0% Q2 2026 Aug 14, 2026
Capital International Investors History Closed out 0 0 0.0% -20,164 -100.0% Q2 2026 Aug 12, 2026
Duncan Williams Asset Management, LLC History Closed out 0 0 0.11% -11,853 -100.0% Q2 2026 Jul 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -10,892 -100.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -2,229 -100.0% Q2 2026 Aug 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 0.01% -1,506 -100.0% Q2 2026 Aug 13, 2026
MAI Capital Management History Closed out 0 0 0.0% -288 -100.0% Q2 2026 Aug 14, 2026
Financial Life Planners History Closed out 0 0 0.0% -127 -100.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 17 0 +9 112.5% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History New 3 0 +3 New Q2 2026 Aug 11, 2026