Capital Group International Equity ETF - CGIE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | History | No change | 6,750,327 | 248,277 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,779,104 | 137,447 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,963,632 | 109,002 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 2,762,255 | 101,595 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 2,657,130 | 97,729 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,415,170 | 88,829 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,177,635 | 80,094 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,997,981 | 73,485 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,795,643 | 66,043 | 2.56% | 2.56% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 1,417,845 | 52,148 | 0.74% | 0.74% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,391,420 | 51,176 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,182,947 | 43,508 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,069,903 | 39,351 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,019,559 | 37,499 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 823,566 | 30,292 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 778,293 | 28,625 | 0.17% | 0.17% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 693,559 | 25,457 | 0.03% | 0.03% | 17 | +52,079 | 8.12% | Q3 2026 | Nov 02, 2026 |
| LVW Advisors, LLC | History | Added to | 685,014 | 25,143 | 2.12% | 2.11% | 18 | +22,282 | 3.36% | Q3 2026 | Oct 19, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 630,547 | 23,191 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 617,011 | 22,564 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 550,558 | 20,249 | 0.88% | 0.88% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freedom Financial Partners LLC | History | Added to | 517,005 | 18,976 | 6.22% | 5.77% | 22 | +35,117 | 7.29% | Q3 2026 | Oct 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 435,313 | 16,010 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 411,731 | 15,113 | 0.03% | 0.03% | 24 | +8,246 | 2.04% | Q3 2026 | Nov 02, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 404,089 | 14,862 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 401,155 | 14,724 | 3.34% | 3.69% | 26 | +29,187 | 7.85% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 381,005 | 13,984 | 0.04% | 0.04% | 27 | +39,908 | 11.7% | Q3 2026 | Nov 02, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 354,311 | 13,004 | 3.46% | 3.52% | 28 | +3,595 | 1.03% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 339,193 | 12,475 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 330,321 | 12,124 | 0.89% | 0.9% | 30 | +6,595 | 2.04% | Q3 2026 | Oct 01, 2026 |
| Baird Financial Group, Inc. | History | No change | 290,625 | 10,689 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 269,804 | 9,923 | 2.08% | 2.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 266,637 | 9,806 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 231,061 | 8,352 | 0.01% | 0.01% | 34 | +78,145 | 51.1% | Q3 2026 | Oct 13, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 216,550 | 7,948 | 2.62% | 2.4% | 35 | +35,243 | 19.44% | Q3 2026 | Oct 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 204,118 | 7,507 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bleakley Financial Group, LLC | History | No change | 201,443 | 7,409 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 173,409 | 6,378 | 0.3% | 0.3% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 165,837 | 6,087 | 3.78% | 4.14% | 39 | -15,687 | -8.64% | Q3 2026 | Oct 07, 2026 |
| Capital Analysts, LLC | History | No change | 158,351 | 5,825 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 155,938 | 5,723 | 0.62% | 0.63% | 41 | +2,431 | 1.58% | Q3 2026 | Oct 14, 2026 |
| Burton Enright Welch | History | Added to | 155,915 | 5,722 | 0.61% | 0.62% | 42 | +13,499 | 9.48% | Q3 2026 | Nov 03, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 145,250 | 5,342 | 1.67% | 1.67% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 145,651 | 5,304 | 0.37% | 0.38% | 44 | +3,465 | 2.44% | Q3 2026 | Oct 30, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 137,753 | 5,056 | 1.35% | 3.98% | 45 | -242,310 | -63.76% | Q3 2026 | Nov 02, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 136,091 | 5,005 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 135,930 | 4,999 | 1.81% | 1.81% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 132,491 | 4,873 | 1.6% | 1.6% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 127,894 | 4,703 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 123,704 | 4,540 | 0.02% | 0.02% | 50 | +6,335 | 5.4% | Q3 2026 | Oct 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 122,148 | 4,483 | 0.02% | 0.03% | 51 | -15,481 | -11.25% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 117,298 | 4,314 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wayfinding Financial, LLC | History | No change | 114,617 | 4,257 | 1.61% | 1.61% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Security Financial Services, INC. | History | Added to | 107,316 | 3,939 | 0.53% | 0.54% | 54 | +819 | 0.77% | Q3 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 97,862 | 3,599 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 96,456 | 3,547 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bill Few Associates, Inc. | History | Added to | 93,136 | 3,418 | 0.71% | 0.69% | 57 | +4,475 | 5.05% | Q3 2026 | Oct 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 92,131 | 3,388 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | Reduced | 91,577 | 3,361 | 0.0% | 0.0% | 59 | -4,920 | -5.1% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 84,699 | 3,115 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 81,334 | 2,985 | 0.05% | 0.03% | 61 | +34,865 | 75.03% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 73,754 | 2,712 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 71,843 | 2,637 | 0.03% | 0.03% | 63 | +4,886 | 7.3% | Q3 2026 | Oct 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 72,265 | 2,596 | 0.03% | 0.05% | 64 | -14,615 | -16.82% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 69,286 | 2,548 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 64,681 | 2,374 | 0.01% | 0.01% | 66 | +7,718 | 13.55% | Q3 2026 | Oct 26, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 61,820 | 2,355 | 0.95% | 0.95% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 64,089 | 2,352 | 0.04% | 0.04% | 68 | +1,305 | 2.08% | Q3 2026 | Oct 16, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 63,560 | 2,332 | 0.42% | 0.49% | 69 | -7,472 | -10.52% | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 61,326 | 2,255 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 60,736 | 2,233 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 56,380 | 2,069 | 0.73% | 0.7% | 72 | +1,815 | 3.33% | Q3 2026 | Oct 23, 2026 |
| BFC Planning, Inc. | History | No change | 55,979 | 2,058 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CLG LLC | History | Added to | 51,642 | 1,895 | 0.39% | 0.41% | 74 | +1,371 | 2.73% | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 50,942 | 1,873 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 49,312 | 1,813 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 39,380 | 1,448 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 38,995 | 1,431 | 1.2% | 1.23% | 78 | -60 | -0.15% | Q3 2026 | Oct 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 38,616 | 1,420 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 36,629 | 1,347 | 0.42% | 0.42% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 36,186 | 1,328 | 0.3% | 0.33% | 81 | -2,503 | -6.47% | Q3 2026 | Oct 14, 2026 |
| WARNER FINANCIAL, INC | History | No change | 35,573 | 1,308 | 0.38% | 0.38% | 82 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 35,565 | 1,305 | 0.04% | 0.04% | 83 | -4,229 | -10.63% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 35,386 | 1,301 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 35,264 | 1,297 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 34,974 | 1,271 | 0.19% | 0.19% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Junk Investment Group, LLC | History | Added to | 33,588 | 1,232 | 0.51% | 0.53% | 87 | +839 | 2.56% | Q3 2026 | Oct 19, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 31,400 | 1,152 | 0.12% | 0.19% | 88 | -3,550 | -10.16% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 30,734 | 1,130 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Financial Advisors, LLC | History | No change | 30,334 | 1,115 | 0.13% | 0.13% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 29,291 | 1,077 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | No change | 28,552 | 1,050 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 27,859 | 1,022 | 0.4% | 0.43% | 93 | -813 | -2.84% | Q3 2026 | Oct 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 27,592 | 1,001 | 0.0% | 0.0% | 94 | +119 | 0.43% | Q3 2026 | Oct 16, 2026 |
| LexAurum Advisors, LLC | History | Added to | 26,934 | 988 | 0.11% | 0.11% | 95 | +1,240 | 4.83% | Q3 2026 | Oct 19, 2026 |
| Walleye Partners, LLC | History | Reduced | 26,127 | 959 | 1.08% | 1.13% | 96 | -866 | -3.21% | Q3 2026 | Oct 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 23,511 | 864 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 22,799 | 836 | 0.26% | 0.17% | 98 | +11,362 | 99.34% | Q3 2026 | Oct 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,966 | 807 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DOVER ADVISORS, LLC | History | No change | 22,629 | 787 | 0.32% | 0.32% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 21,682 | 782 | 0.04% | 0.04% | 101 | -36 | -0.17% | Q3 2026 | Oct 15, 2026 |
| SMITH, MOORE & CO. | History | No change | 20,055 | 737 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 19,525 | 716 | 0.11% | 0.09% | 103 | +3,285 | 20.23% | Q3 2026 | Nov 02, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 19,625 | 713 | 0.01% | 0.01% | 104 | -100 | -0.51% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 19,625 | 713 | 0.01% | 0.01% | 105 | -100 | -0.51% | Q3 2026 | Oct 20, 2026 |
| RM Financial Services, LLC | History | Reduced | 18,495 | 678 | 0.51% | 0.51% | 106 | -32 | -0.17% | Q3 2026 | Nov 03, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,165 | 668 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 17,220 | 633 | 0.0% | 0.0% | 108 | 0 | 0.0% | 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 |
| Mutual Advisors, LLC | History | No change | 16,068 | 590 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 15,995 | 587 | 0.2% | 0.2% | 112 | +224 | 1.42% | Q3 2026 | Oct 14, 2026 |
| Lincoln Capital LLC | History | Added to | 15,458 | 567 | 0.1% | 0.09% | 113 | +1,041 | 7.22% | Q3 2026 | Oct 09, 2026 |
| Aspire Growth Partners LLC | History | No change | 15,317 | 563 | 0.33% | 0.33% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WJ Wealth Management, LLC | History | No change | 14,965 | 549 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 14,720 | 541 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investmark Advisory Group LLC | History | Added to | 13,573 | 498 | 0.16% | 0.17% | 117 | +1,097 | 8.79% | Q3 2026 | Oct 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 12,793 | 470 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,974 | 440 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Global Investments | History | Added to | 10,709 | 393 | 0.02% | 0.02% | 120 | +386 | 3.74% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,049 | 370 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNB Wealth Management, LLC | History | Added to | 9,962 | 365 | 0.2% | 0.2% | 122 | +71 | 0.72% | Q3 2026 | Oct 28, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 9,656 | 354 | 0.13% | 0.13% | 123 | -105 | -1.08% | Q3 2026 | Nov 02, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 8,853 | 324 | 0.03% | 0.03% | 124 | -39 | -0.44% | Q3 2026 | Oct 19, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 8,645 | 317 | 0.01% | — | 125 | +8,645 | New | Q3 2026 | Oct 26, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,547 | 314 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,546 | 314 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,468 | 310 | 0.0% | 0.0% | 128 | +1,853 | 28.01% | Q3 2026 | Oct 08, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 8,223 | 302 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 8,014 | 294 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 6,996 | 256 | 0.04% | 0.05% | 131 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cerity Partners LLC | History | No change | 6,798 | 250 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 6,762 | 248 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,751 | 247 | 0.02% | 0.01% | 134 | +1,298 | 23.8% | Q3 2026 | Oct 30, 2026 |
| CITY HOLDING CO | History | Added to | 6,500 | 238 | 0.03% | 0.02% | 135 | +2,700 | 71.05% | Q3 2026 | Oct 19, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 6,362 | 233 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,279 | 230 | 0.05% | 0.06% | 137 | +55 | 0.88% | Q3 2026 | Nov 03, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,096 | 224 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 6,083 | 223 | 0.01% | 0.02% | 139 | -810 | -11.75% | Q3 2026 | Oct 08, 2026 |
| Keystone Financial Group | History | No change | 5,949 | 218 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearwave Capital, LLC | History | Added to | 5,886 | 216 | 0.11% | 0.12% | 141 | +37 | 0.63% | Q3 2026 | Oct 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,700 | 209 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 5,576 | 205 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BBR PARTNERS, LLC | History | No change | 5,500 | 202 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 5,477 | 201 | 0.06% | — | 145 | +5,477 | New | Q3 2026 | Nov 02, 2026 |
| KWB Wealth | History | Reduced | 5,476 | 200 | 0.02% | 0.54% | 146 | -164,938 | -96.79% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,104 | 187 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 4,425 | 162 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,053 | 149 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,655 | 134 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,985 | 109 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 2,927 | 108 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harborfront Financial Group LLC | History | No change | 2,273 | 83 | 0.31% | 0.31% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,353 | 49 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,251 | 46 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,222 | 44 | 0.0% | 0.0% | 156 | +32 | 2.69% | Q3 2026 | Oct 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,200 | 44 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,081 | 39 | 0.0% | 0.0% | 158 | +44 | 4.24% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 1,039 | 38 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leo H. Evart, Inc. | History | No change | 955 | 35 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| US BANCORP \DE\ | History | No change | 800 | 29 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arlington Trust Co LLC | History | New | 758 | 27 | 0.0% | — | 162 | +758 | New | Q3 2026 | Oct 20, 2026 |
| KFG LLC | History | New | 750 | 27 | 0.02% | — | 164 | +750 | New | Q3 2026 | Nov 02, 2026 |
| Nova Financial LLC | History | New | 749 | 27 | 0.01% | — | 163 | +749 | New | Q3 2026 | Nov 04, 2026 |
| CrossGen Wealth, LLC | History | No change | 684 | 25 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 667 | 24 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 622 | 22 | 0.01% | 0.02% | 167 | -228 | -26.82% | Q3 2026 | Oct 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 457 | 16 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Continuum Advisory, LLC | History | No change | 394 | 14 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 314 | 11 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SHP Wealth Management | History | No change | 252 | 9 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 269 | 9 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 133 | 4 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 90 | 3 | 0.0% | — | 175 | +90 | New | Q3 2026 | Oct 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 108 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 51 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -36,805 | -100.0% | Q3 2026 | Oct 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,336 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,498 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -9,125 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,262 | -100.0% | Q3 2026 | Oct 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Downshift Financial, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 21 | 0 | — | — | — | +4 | 23.53% | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |