Capital Group International Equity ETF - CGIE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 30 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,190,697 | 76,280 | 0.0% | 0.0% | 1 | +473,919 | 27.61% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,081,808 | 72,488 | 0.02% | 0.01% | 2 | +686,514 | 49.2% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | New | 2,031,207 | 70,726 | 0.01% | — | 3 | +2,031,207 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 1,912,455 | 66,591 | 0.07% | 0.06% | 4 | +322,321 | 20.27% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,900,865 | 66,188 | 0.01% | 0.01% | 5 | +332,597 | 21.21% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,710,694 | 59,566 | 0.04% | 0.03% | 6 | +518,824 | 43.53% | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 1,485,543 | 51,726 | 2.3% | 2.19% | 7 | +85,604 | 6.11% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,414,235 | 49,244 | 0.01% | — | 8 | +1,414,235 | New | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,044,470 | 36,368 | 0.58% | 0.54% | 9 | +87,223 | 9.11% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 962,231 | 33,504 | 0.01% | 0.01% | 10 | +139,149 | 16.91% | Q4 2025 | Feb 18, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 923,595 | 32,159 | 3.99% | 4.27% | 11 | -63,793 | -6.46% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 896,875 | 31,229 | 0.0% | 0.0% | 12 | +253,165 | 39.33% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 793,489 | 27,629 | 0.01% | 0.0% | 13 | +388,797 | 96.07% | Q4 2025 | Feb 13, 2026 |
| LVW Advisors, LLC | History | Added to | 766,998 | 26,706 | 2.71% | 2.47% | 14 | +49,448 | 6.89% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 748,715 | 26,070 | 0.21% | 0.22% | 15 | +25,740 | 3.56% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 700,212 | 24,381 | 0.01% | 0.01% | 16 | +23,642 | 3.49% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 655,806 | 22,835 | 0.01% | 0.01% | 17 | +138,181 | 26.7% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 559,297 | 19,477 | 0.03% | 0.02% | 18 | +170,474 | 43.84% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 531,188 | 18,495 | 0.09% | 0.07% | 19 | +93,778 | 21.44% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 529,442 | 18,435 | 0.02% | 0.01% | 20 | +118,687 | 28.89% | Q4 2025 | Feb 13, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 423,085 | 15,506 | 3.25% | 3.29% | 21 | +75,233 | 21.63% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 433,219 | 15,084 | 0.02% | 0.02% | 22 | +85,559 | 24.61% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 378,427 | 13,185 | 0.04% | 0.02% | 23 | +161,461 | 74.42% | Q4 2025 | Feb 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 372,644 | 12,975 | 4.72% | 3.56% | 24 | +95,596 | 34.51% | Q4 2025 | Jan 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 360,000 | 12,535 | 0.0% | 0.0% | 25 | +2,461 | 0.69% | Q4 2025 | Feb 12, 2026 |
| StrongBox Wealth, LLC | History | Added to | 345,267 | 12,022 | 3.95% | 3.33% | 26 | +53,270 | 18.24% | Q4 2025 | Jan 21, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 319,564 | 11,727 | 3.46% | 2.05% | 27 | +136,155 | 74.24% | Q4 2025 | Feb 13, 2026 |
| WJ Wealth Management, LLC | History | Added to | 322,576 | 11,232 | 4.92% | 4.84% | 28 | +691 | 0.21% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 297,783 | 10,368 | 0.89% | 0.87% | 29 | +5,825 | 2.0% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 277,933 | 9,677 | 0.02% | 0.02% | 30 | +50,783 | 22.36% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 268,420 | 9,346 | 0.02% | 0.02% | 31 | +6,304 | 2.41% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 258,420 | 8,998 | 0.0% | 0.0% | 32 | +2,273 | 0.89% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 233,402 | 8,127 | 0.05% | 0.05% | 33 | -1,022 | -0.44% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 230,807 | 8,036 | 0.03% | 0.03% | 34 | +31,416 | 15.76% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 216,307 | 7,771 | 0.01% | 0.01% | 35 | -7,193 | -3.22% | Q4 2025 | Jan 08, 2026 |
| KWB Wealth | History | Added to | 217,345 | 7,567 | 0.72% | 0.57% | 36 | +60,346 | 38.44% | Q4 2025 | Jan 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 198,785 | 6,921 | 0.12% | 0.02% | 37 | +179,276 | 918.94% | Q4 2025 | Feb 09, 2026 |
| Mendota Financial Group, LLC | History | Added to | 191,745 | 6,676 | 4.86% | 4.76% | 38 | +2,719 | 1.44% | Q4 2025 | Jan 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 187,757 | 6,538 | 0.01% | 0.0% | 39 | +98,842 | 111.16% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 180,190 | 6,274 | 0.0% | 0.0% | 40 | +173,839 | 2737.19% | Q4 2025 | Feb 17, 2026 |
| Burton Enright Welch | History | Added to | 139,139 | 4,844 | 0.68% | 0.63% | 41 | +14,614 | 11.74% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 133,436 | 4,646 | 0.16% | — | 42 | +133,436 | New | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 128,777 | 4,484 | 0.19% | 0.2% | 43 | +6,762 | 5.54% | Q4 2025 | Jan 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 125,335 | 4,364 | 0.14% | 0.14% | 44 | +22,572 | 21.97% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 115,136 | 4,009 | 0.06% | 0.06% | 45 | +1,426 | 1.25% | Q4 2025 | Feb 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 111,127 | 3,869 | 0.05% | 0.01% | 46 | +80,601 | 264.04% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 108,501 | 3,778 | 0.0% | 0.0% | 47 | +47,354 | 77.44% | Q4 2025 | Feb 17, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 104,676 | 3,644 | 1.44% | 0.17% | 48 | +92,591 | 766.16% | Q4 2025 | Feb 11, 2026 |
| Security Financial Services, INC. | History | New | 103,170 | 3,592 | 0.56% | — | 49 | +103,170 | New | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Reduced | 101,901 | 3,548 | 0.01% | 0.01% | 50 | -7,145 | -6.55% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 99,791 | 3,474 | 0.01% | 0.0% | 51 | +45,620 | 84.21% | Q4 2025 | Mar 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 90,558 | 3,153 | 0.05% | 0.01% | 52 | +74,385 | 459.93% | Q4 2025 | Feb 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 89,443 | 3,114 | 0.16% | 0.13% | 53 | +28,388 | 46.5% | Q4 2025 | Jan 26, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 86,867 | 3,024 | 1.2% | — | 54 | +86,867 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 83,220 | 2,898 | 0.09% | 0.08% | 55 | +5,013 | 6.41% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 77,662 | 2,704 | 0.01% | 0.0% | 56 | +7,357 | 10.46% | Q4 2025 | Feb 17, 2026 |
| Bill Few Associates, Inc. | History | Added to | 76,316 | 2,657 | 0.65% | 0.6% | 57 | +7,091 | 10.24% | Q4 2025 | Jan 12, 2026 |
| Sovran Advisors, LLC | History | New | 72,332 | 2,628 | 0.22% | — | 58 | +72,332 | New | Q4 2025 | Jan 20, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 64,818 | 2,375 | 1.16% | 1.13% | 59 | +3,595 | 5.87% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 59,668 | 2,077 | 0.0% | 0.0% | 60 | +4,844 | 8.84% | Q4 2025 | Feb 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 58,983 | 2,053 | 0.48% | — | 61 | +58,983 | New | Q4 2025 | Mar 23, 2026 |
| &PARTNERS | History | Added to | 55,974 | 1,949 | 0.01% | 0.01% | 62 | +24,129 | 75.77% | Q4 2025 | Feb 17, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 51,095 | 1,779 | 0.69% | 0.62% | 63 | +3,871 | 8.2% | Q4 2025 | Jan 21, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 50,552 | 1,760 | 0.87% | 0.83% | 64 | +5,815 | 13.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 44,286 | 1,542 | 0.03% | 0.03% | 65 | +1,280 | 2.98% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 39,377 | 1,371 | 0.0% | 0.0% | 66 | +9,112 | 30.11% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 39,106 | 1,361 | 0.04% | 0.03% | 67 | +8,788 | 28.99% | Q4 2025 | Jan 09, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 37,172 | 1,294 | 0.1% | 0.11% | 68 | -1,972 | -5.04% | Q4 2025 | Jan 09, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 37,089 | 1,291 | 0.38% | 0.25% | 69 | +13,184 | 55.15% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 36,235 | 1,261 | 0.0% | 0.0% | 70 | -201 | -0.55% | Q4 2025 | Feb 17, 2026 |
| American Financial Advisors, LLC | History | Added to | 35,878 | 1,249 | 0.16% | 0.16% | 71 | +138 | 0.39% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 35,286 | 1,228 | 0.06% | 0.01% | 72 | +26,870 | 319.27% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,120 | 1,222 | 0.02% | 0.01% | 73 | +8,393 | 31.4% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 34,441 | 1,199 | 0.02% | — | 74 | +34,441 | New | Q4 2025 | Feb 19, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 34,441 | 1,199 | 0.21% | 0.21% | 75 | +1,957 | 6.02% | Q4 2025 | Jan 29, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 33,224 | 1,196 | 0.42% | 0.27% | 76 | +11,272 | 51.35% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 30,590 | 1,065 | 0.05% | 0.16% | 77 | -68,345 | -69.08% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 28,952 | 1,008 | 0.01% | — | 78 | +28,952 | New | Q4 2025 | Feb 11, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 27,919 | 972 | 0.44% | 0.39% | 79 | +3,219 | 13.03% | Q4 2025 | Jan 26, 2026 |
| Walleye Partners, LLC | History | New | 26,395 | 919 | 1.02% | — | 80 | +26,395 | New | Q4 2025 | Jan 28, 2026 |
| Quadrature Capital Ltd | History | New | 25,703 | 894 | 0.01% | — | 81 | +25,703 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 25,040 | 871 | 0.0% | — | 82 | +25,040 | New | Q4 2025 | Jan 29, 2026 |
| WARNER FINANCIAL, INC | History | New | 24,357 | 848 | 0.29% | — | 83 | +24,357 | New | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 23,612 | 822 | 0.04% | 0.05% | 84 | -68 | -0.29% | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | New | 22,922 | 796 | 0.0% | — | 85 | +22,922 | New | Q4 2025 | Jan 27, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 22,629 | 787 | 0.3% | 0.31% | 86 | -579 | -2.49% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 20,921 | 728 | 0.01% | 0.0% | 87 | +2,019 | 10.68% | Q4 2025 | Feb 12, 2026 |
| Capital International Investors | History | Reduced | 20,000 | 696 | 0.0% | 0.0% | 88 | -20,000 | -50.0% | Q4 2025 | Feb 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 19,877 | 692 | 0.2% | 0.2% | 89 | +954 | 5.04% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 19,764 | 688 | 0.01% | 0.01% | 90 | +5,837 | 41.91% | Q4 2025 | Feb 06, 2026 |
| CLG LLC | History | Added to | 18,668 | 650 | 0.16% | 0.14% | 91 | +3,442 | 22.61% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Added to | 17,991 | 626 | 0.01% | 0.01% | 92 | +1,053 | 6.22% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 17,628 | 613 | 0.01% | 0.01% | 93 | +4,207 | 31.35% | Q4 2025 | Feb 11, 2026 |
| SMITH, MOORE & CO. | History | New | 17,432 | 606 | 0.05% | — | 94 | +17,432 | New | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | New | 17,258 | 600 | 0.0% | — | 95 | +17,258 | New | Q4 2025 | Jan 12, 2026 |
| RM Financial Services, LLC | History | New | 16,923 | 589 | 0.52% | — | 96 | +16,923 | New | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,882 | 587 | 0.01% | 0.01% | 97 | +2 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Jacobi Capital Management LLC | History | Added to | 16,394 | 570 | 0.03% | 0.03% | 98 | +63 | 0.39% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,899 | 553 | 0.0% | 0.0% | 99 | -145 | -0.9% | Q4 2025 | Feb 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 14,550 | 506 | 0.1% | 0.06% | 100 | +1,800 | 14.12% | Q4 2025 | Feb 02, 2026 |
| Aspire Growth Partners LLC | History | No change | 14,208 | 494 | 0.34% | 0.35% | 101 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,934 | 485 | 0.0% | 0.0% | 102 | +1,342 | 10.66% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 13,198 | 459 | 0.03% | 0.03% | 103 | -215 | -1.6% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | New | 12,379 | 451 | 0.01% | — | 104 | +12,379 | New | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 12,426 | 432 | 0.04% | 0.03% | 105 | +3,172 | 34.28% | Q4 2025 | Jan 23, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 11,853 | 423 | 0.11% | 0.11% | 106 | +45 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Lincoln Capital LLC | History | Reduced | 12,067 | 420 | 0.08% | 0.08% | 107 | -225 | -1.83% | Q4 2025 | Jan 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 11,974 | 416 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 11,590 | 403 | 0.19% | 0.19% | 109 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | New | 11,510 | 400 | 0.01% | — | 110 | +11,510 | New | Q4 2025 | Mar 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 11,477 | 399 | 0.06% | 0.04% | 111 | +3,386 | 41.85% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 11,145 | 388 | 0.0% | — | 112 | +11,145 | New | Q4 2025 | Jan 20, 2026 |
| BNB Wealth Management, LLC | History | New | 9,891 | 344 | 0.22% | — | 113 | +9,891 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 9,518 | 331 | 0.01% | — | 114 | +9,518 | New | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | New | 9,313 | 324 | 0.02% | — | 115 | +9,313 | New | Q4 2025 | Jan 27, 2026 |
| Lodestone Wealth Management LLC | History | New | 9,126 | 317 | 0.13% | — | 116 | +9,126 | New | Q4 2025 | Jan 15, 2026 |
| Investmark Advisory Group LLC | History | Added to | 9,060 | 315 | 0.13% | 0.12% | 117 | +748 | 9.0% | Q4 2025 | Jan 28, 2026 |
| QTR Family Wealth, LLC | History | Added to | 8,445 | 309 | 0.14% | 0.11% | 118 | +1,339 | 18.84% | Q4 2025 | Feb 13, 2026 |
| Wayfinding Financial, LLC | History | Added to | 8,242 | 286 | 0.12% | 0.12% | 119 | +12 | 0.15% | Q4 2025 | Feb 12, 2026 |
| Summit Global Investments | History | Added to | 8,166 | 284 | 0.02% | 0.01% | 120 | +1,334 | 19.53% | Q4 2025 | Feb 18, 2026 |
| NWF Advisory Services Inc. | History | New | 7,371 | 256 | 0.03% | — | 121 | +7,371 | New | Q4 2025 | Mar 03, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 6,996 | 243 | 0.05% | 0.05% | 122 | +265 | 3.94% | Q4 2025 | Jan 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,217 | 216 | 0.0% | — | 123 | +6,217 | New | Q4 2025 | Mar 25, 2026 |
| Janney Montgomery Scott LLC | History | New | 6,052 | 211 | 0.0% | — | 124 | +6,052 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 5,904 | 205 | 0.0% | — | 125 | +5,904 | New | Q4 2025 | Feb 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,873 | 204 | 0.05% | 0.04% | 126 | +1,085 | 22.66% | Q4 2025 | Jan 28, 2026 |
| Clearwave Capital, LLC | History | New | 5,849 | 203 | 0.15% | — | 127 | +5,849 | New | Q4 2025 | Mar 02, 2026 |
| TrueWealth Advisors, LLC | History | New | 5,779 | 201 | 0.05% | — | 128 | +5,779 | New | Q4 2025 | Jan 07, 2026 |
| Clark Capital Management Group, Inc. | History | New | 5,755 | 200 | 0.0% | — | 129 | +5,755 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 4,058 | 141 | 0.0% | — | 130 | +4,058 | New | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | No change | 3,075 | 107 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,978 | 103 | 0.0% | 0.0% | 133 | +739 | 33.01% | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,985 | 103 | 0.01% | 0.01% | 132 | +12 | 0.4% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,217 | 77 | 0.0% | 0.0% | 134 | +29 | 1.33% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 2,188 | 76 | 0.0% | 0.0% | 135 | -1,338 | -37.95% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,801 | 62 | 0.0% | 0.0% | 136 | +1 | 0.06% | Q4 2025 | Feb 20, 2026 |
| CWM, LLC | History | No change | 1,451 | 51 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 1,200 | 41 | 0.0% | — | 138 | +1,200 | New | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 1,039 | 36 | 0.0% | — | 139 | +1,039 | New | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 857 | 29 | 0.0% | — | 140 | +857 | New | Q4 2025 | Mar 04, 2026 |
| US BANCORP \DE\ | History | No change | 800 | 27 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 667 | 23 | 0.0% | 0.0% | 142 | -62 | -8.5% | Q4 2025 | Jan 26, 2026 |
| Whipplewood Advisors, LLC | History | No change | 680 | 23 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 464 | 16 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 457 | 15 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 422 | 14 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | New | 288 | 10 | 0.0% | — | 147 | +288 | New | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 269 | 9 | 0.01% | 0.01% | 148 | +1 | 0.37% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 133 | 4 | 0.0% | 0.0% | 150 | -724 | -84.48% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 116 | 4 | 0.0% | — | 149 | +101 | 673.33% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 50 | 1 | 0.0% | — | 151 | +50 | New | Q4 2025 | Jan 20, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -290,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -43,389 | -100.0% | Q3 2025 | Nov 14, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,801 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,965 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -983 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -860 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FMR LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |