Capital Group Equity ETF Trust I - CGMM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,301,620 | 210,578 | 0.06% | 0.04% | 1 | +2,096,699 | 40.28% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 2,955,064 | 85,224 | 0.02% | 0.02% | 2 | +967,841 | 48.7% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,588,268 | 45,805 | 0.01% | 0.0% | 3 | +1,234,872 | 349.43% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,534,907 | 44,270 | 0.06% | 0.03% | 4 | +730,173 | 90.73% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,360,431 | 39,234 | 0.31% | 0.34% | 5 | +44,397 | 3.37% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 1,169,463 | 33,727 | 0.04% | 0.03% | 6 | +234,742 | 25.11% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,035,503 | 29,863 | 0.06% | 0.06% | 7 | +38,007 | 3.81% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 920,118 | 26,536 | 0.04% | 0.03% | 8 | +197,366 | 27.31% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 898,412 | 25,910 | 0.11% | 0.0% | 9 | +867,400 | 2796.98% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 889,748 | 25,660 | 0.02% | 0.02% | 10 | +284,668 | 47.05% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 853,145 | 24,604 | 0.06% | 0.05% | 11 | +132,500 | 18.39% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 751,163 | 21,663 | 0.04% | 0.03% | 12 | +216,525 | 40.5% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 750,481 | 21,643 | 0.02% | 0.02% | 13 | +250,107 | 49.98% | Q4 2025 | Feb 13, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 749,108 | 21,604 | 9.94% | 4.4% | 14 | +416,344 | 125.12% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 675,728 | 19,488 | 0.07% | 0.07% | 15 | +113,071 | 20.1% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 634,791 | 18,307 | 0.0% | — | 16 | +634,791 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | New | 565,125 | 16,298 | 0.4% | — | 17 | +565,125 | New | Q4 2025 | Feb 09, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 521,504 | 15,040 | 7.61% | 7.54% | 18 | +4,109 | 0.79% | Q4 2025 | Jan 21, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 483,342 | 13,939 | 0.22% | 0.17% | 19 | +117,741 | 32.2% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 469,792 | 13,552 | 0.01% | 0.0% | 20 | +363,877 | 343.56% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 435,832 | 12,569 | 0.74% | 0.48% | 21 | +49,421 | 12.79% | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 433,709 | 12,508 | 0.16% | 0.17% | 22 | -44,179 | -9.24% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 430,900 | 12,427 | 0.03% | 0.01% | 23 | +297,777 | 223.69% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 386,967 | 11,160 | 0.03% | 0.02% | 24 | +120,689 | 45.32% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 369,074 | 10,644 | 0.12% | 0.15% | 25 | +60,171 | 19.48% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 349,600 | 10,082 | 0.11% | 0.07% | 26 | +141,260 | 67.8% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Added to | 334,182 | 9,632 | 0.05% | 0.03% | 27 | +156,582 | 88.17% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 281,573 | 8,120 | 0.01% | — | 28 | +281,573 | New | Q4 2025 | Feb 10, 2026 |
| Coign Capital Advisors LLC | History | Added to | 254,941 | 7,352 | 3.85% | 3.63% | 29 | +22,572 | 9.71% | Q4 2025 | Jan 20, 2026 |
| National Wealth Management Group, LLC | History | Added to | 244,462 | 7,050 | 2.44% | 0.2% | 30 | +225,605 | 1196.4% | Q4 2025 | Jan 12, 2026 |
| Souders Financial Advisors | History | Added to | 240,721 | 6,942 | 0.79% | 0.78% | 31 | +9,881 | 4.28% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 235,612 | 6,795 | 0.05% | 0.05% | 32 | +18,697 | 8.62% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 221,803 | 6,396 | 0.09% | 0.11% | 33 | +27,237 | 14.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 210,722 | 6,372 | 0.01% | 0.01% | 34 | +44,985 | 27.14% | Q4 2025 | Jan 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 196,584 | 5,669 | 0.14% | 0.14% | 35 | +6,456 | 3.4% | Q4 2025 | Feb 09, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 170,927 | 4,929 | 1.15% | — | 36 | +170,927 | New | Q4 2025 | Mar 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 143,345 | 4,177 | 0.16% | 0.22% | 37 | +16,934 | 13.4% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 141,726 | 4,087 | 0.05% | 0.02% | 38 | +80,822 | 132.7% | Q4 2025 | Jan 26, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 137,152 | 3,955 | 1.6% | 1.53% | 39 | +13,779 | 11.17% | Q4 2025 | Jan 16, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 126,088 | 3,636 | 1.85% | 1.81% | 40 | +4,602 | 3.79% | Q4 2025 | Jan 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 120,855 | 3,485 | 0.25% | 0.15% | 41 | +51,495 | 74.24% | Q4 2025 | Feb 11, 2026 |
| CMC Financial Group | History | New | 119,727 | 3,452 | 6.16% | — | 42 | +119,727 | New | Q4 2025 | Jan 26, 2026 |
| BNB Wealth Management, LLC | History | New | 119,097 | 3,434 | 2.21% | — | 43 | +119,097 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 112,207 | 3,236 | 0.0% | 0.0% | 44 | +17,991 | 19.1% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 106,929 | 3,083 | 0.01% | 0.01% | 45 | +17,771 | 19.93% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 98,043 | 2,827 | 0.03% | 0.02% | 46 | +22,863 | 30.41% | Q4 2025 | Feb 06, 2026 |
| Wealth Science Advisors LLC | History | New | 93,269 | 2,689 | 1.55% | — | 47 | +93,269 | New | Q4 2025 | Jan 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 93,039 | 2,683 | 0.15% | 0.12% | 48 | +24,367 | 35.48% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 90,860 | 2,620 | 0.04% | 0.03% | 49 | +19,421 | 27.19% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 87,273 | 2,517 | 0.0% | 0.0% | 50 | +66,296 | 316.04% | Q4 2025 | Feb 10, 2026 |
| Entruity Wealth, LLC | History | New | 82,778 | 2,387 | 1.7% | — | 51 | +82,778 | New | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 79,964 | 2,306 | 0.0% | 0.0% | 52 | +1,394 | 1.77% | Q4 2025 | Feb 06, 2026 |
| NavPoint Financial, Inc. | History | Added to | 75,526 | 2,178 | 0.93% | 0.9% | 53 | +15,071 | 24.93% | Q4 2025 | Jan 20, 2026 |
| NWF Advisory Services Inc. | History | Added to | 67,756 | 1,954 | 0.22% | 0.17% | 54 | +12,474 | 22.56% | Q4 2025 | Mar 03, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 66,381 | 1,914 | 0.91% | 0.87% | 55 | +3,332 | 5.28% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | New | 64,725 | 1,866 | 0.0% | — | 56 | +64,725 | New | Q4 2025 | Mar 16, 2026 |
| Boyer Financial Services, Inc. | History | New | 62,864 | 1,836 | 1.95% | — | 57 | +62,864 | New | Q4 2025 | Jan 30, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 62,608 | 1,805 | 1.0% | 0.96% | 58 | -1,086 | -1.71% | Q4 2025 | Jan 23, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 60,364 | 1,740 | 0.7% | 0.68% | 59 | -401 | -0.66% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 58,572 | 1,689 | 0.03% | 0.02% | 60 | +20,671 | 54.54% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 57,903 | 1,670 | 0.01% | 0.01% | 61 | +8,467 | 17.13% | Q4 2025 | Jan 05, 2026 |
| Wise Wealth Partners | History | Added to | 57,394 | 1,655 | 2.38% | 2.25% | 62 | +5,533 | 10.67% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 53,643 | 1,547 | 0.0% | 0.0% | 63 | +10,386 | 24.01% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 52,391 | 1,510 | 0.04% | 0.03% | 64 | +10,959 | 26.45% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 51,777 | 1,493 | 0.01% | 0.0% | 65 | +19,501 | 60.42% | Q4 2025 | Feb 17, 2026 |
| Merited Wealth, LLC | History | New | 51,281 | 1,478 | 1.37% | — | 66 | +51,281 | New | Q4 2025 | Mar 26, 2026 |
| World Investment Advisors | History | Added to | 50,882 | 1,467 | 0.02% | 0.02% | 67 | +21,972 | 76.0% | Q4 2025 | Mar 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 49,981 | 1,441 | 0.05% | 0.02% | 68 | +31,557 | 171.28% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 46,042 | 1,327 | 0.06% | 0.02% | 69 | +31,050 | 207.11% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 44,844 | 1,293 | 0.04% | — | 70 | +44,844 | New | Q4 2025 | Jan 09, 2026 |
| LongView Wealth Management | History | Added to | 42,025 | 1,280 | 0.31% | 0.28% | 71 | +5,832 | 16.11% | Q4 2025 | Jan 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 44,177 | 1,274 | 0.02% | 0.02% | 72 | +10,996 | 33.14% | Q4 2025 | Jan 07, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 43,916 | 1,266 | 0.02% | 0.03% | 73 | -21,711 | -33.08% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | New | 40,735 | 1,174 | 0.07% | — | 74 | +40,735 | New | Q4 2025 | Jan 29, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 39,867 | 1,149 | 0.12% | 0.09% | 75 | +16,457 | 70.3% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 39,867 | 1,149 | 0.18% | 0.14% | 76 | +16,457 | 70.3% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 39,711 | 1,145 | 0.2% | 0.1% | 77 | +23,347 | 142.67% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,570 | 1,141 | 0.01% | 0.01% | 78 | +21,588 | 120.05% | Q4 2025 | Jan 20, 2026 |
| RFG Advisory, LLC | History | Added to | 38,620 | 1,113 | 0.02% | 0.02% | 79 | +1,610 | 4.35% | Q4 2025 | Feb 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 36,425 | 1,050 | 0.05% | — | 80 | +36,425 | New | Q4 2025 | Jan 28, 2026 |
| Alchemi Wealth, LLC | History | New | 35,915 | 1,035 | 0.57% | — | 81 | +35,915 | New | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 35,329 | 1,018 | 0.07% | 0.04% | 82 | +14,068 | 66.17% | Q4 2025 | Feb 03, 2026 |
| Pines Wealth Management, LLC | History | Added to | 34,321 | 989 | 0.32% | 0.32% | 83 | +499 | 1.48% | Q4 2025 | Feb 02, 2026 |
| Security Financial Services, INC. | History | Added to | 32,732 | 944 | 0.15% | 0.11% | 84 | +8,220 | 33.53% | Q4 2025 | Jan 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 31,580 | 910 | 0.05% | 0.05% | 85 | +2 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Michael Brady & Co., LLC | History | New | 30,151 | 869 | 0.87% | — | 86 | +30,151 | New | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 29,633 | 854 | 0.01% | 0.0% | 87 | +12,051 | 68.54% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,251 | 843 | 0.0% | 0.0% | 88 | +21,690 | 286.87% | Q4 2025 | Feb 12, 2026 |
| Owen LaRue, LLC | History | Reduced | 28,551 | 823 | 0.31% | 0.43% | 89 | -10,349 | -26.6% | Q4 2025 | Feb 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,456 | 791 | 0.05% | 0.03% | 90 | +13,981 | 103.76% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 27,359 | 789 | 0.01% | 0.0% | 91 | +19,947 | 269.12% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | New | 26,986 | 778 | 0.01% | — | 92 | +26,986 | New | Q4 2025 | Feb 02, 2026 |
| Latitude Advisors, LLC | History | Added to | 26,868 | 774 | 0.34% | 0.31% | 93 | +2,690 | 11.13% | Q4 2025 | Jan 27, 2026 |
| Forge Financial Services LLC | History | New | 26,684 | 769 | 0.33% | — | 94 | +26,684 | New | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | New | 26,225 | 756 | 0.01% | — | 95 | +26,225 | New | Q4 2025 | Feb 05, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 26,100 | 752 | 0.17% | 0.15% | 96 | +2,578 | 10.96% | Q4 2025 | Jan 16, 2026 |
| Sovran Advisors, LLC | History | Added to | 23,842 | 735 | 0.06% | 0.06% | 97 | +528 | 2.26% | Q4 2025 | Jan 20, 2026 |
| Frazier Financial Advisors, LLC | History | New | 24,760 | 714 | 0.42% | — | 98 | +24,760 | New | Q4 2025 | Feb 09, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 23,560 | 679 | 0.25% | 0.24% | 99 | +949 | 4.2% | Q4 2025 | Jan 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 22,780 | 656 | 0.03% | 0.02% | 100 | +13,500 | 145.47% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 21,944 | 632 | 0.0% | — | 101 | +21,944 | New | Q4 2025 | Mar 25, 2026 |
| OneAscent Financial Services LLC | History | New | 21,940 | 632 | 0.06% | — | 102 | +21,940 | New | Q4 2025 | Feb 11, 2026 |
| Capital International Investors | History | Reduced | 21,632 | 623 | 0.0% | 0.0% | 103 | -54,483 | -71.58% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,607 | 594 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | New | 19,915 | 574 | 0.07% | — | 105 | +19,915 | New | Q4 2025 | Feb 13, 2026 |
| Vantus Wealth LLC | History | New | 19,632 | 566 | 0.42% | — | 106 | +19,632 | New | Q4 2025 | Feb 10, 2026 |
| Trademark Financial Management, LLC | History | New | 18,419 | 531 | 0.29% | — | 107 | +18,419 | New | Q4 2025 | Jan 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,398 | 530 | 0.02% | 0.01% | 108 | +9,336 | 103.02% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | New | 16,749 | 483 | 0.0% | — | 109 | +16,749 | New | Q4 2025 | Jan 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,556 | 477 | 0.01% | 0.01% | 110 | +2,714 | 19.61% | Q4 2025 | Feb 02, 2026 |
| SITTNER & NELSON, LLC | History | New | 15,321 | 476 | 0.17% | — | 111 | +15,321 | New | Q4 2025 | Feb 11, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 16,200 | 467 | 0.28% | 0.23% | 112 | +3,274 | 25.33% | Q4 2025 | Jan 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 16,027 | 462 | 0.06% | — | 113 | +16,027 | New | Q4 2025 | Feb 04, 2026 |
| Balboa Wealth Partners | History | Added to | 15,117 | 435 | 0.07% | 0.06% | 114 | +2,038 | 15.58% | Q4 2025 | Jan 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 14,987 | 432 | 0.02% | 0.01% | 115 | +11,965 | 395.93% | Q4 2025 | Feb 04, 2026 |
| Diversify Advisory Services, LLC | History | New | 13,796 | 425 | 0.01% | — | 116 | +13,796 | New | Q4 2025 | Jan 23, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 13,878 | 400 | 0.13% | 0.11% | 117 | +3,002 | 27.6% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,843 | 399 | 0.0% | 0.0% | 118 | +2,365 | 20.6% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 13,797 | 397 | 0.0% | 0.0% | 119 | +6,743 | 95.59% | Q4 2025 | Feb 18, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 13,440 | 387 | 0.15% | — | 120 | +13,440 | New | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 13,082 | 377 | 0.01% | — | 121 | +13,082 | New | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 12,930 | 372 | 0.04% | — | 122 | +12,930 | New | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | Reduced | 12,053 | 347 | 0.0% | 0.0% | 123 | -8,106 | -40.21% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 11,929 | 344 | 0.0% | — | 124 | +11,929 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 11,562 | 333 | 0.02% | — | 125 | +11,562 | New | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | New | 10,955 | 315 | 0.01% | — | 126 | +10,955 | New | Q4 2025 | Feb 09, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 10,563 | 304 | 0.16% | — | 127 | +10,563 | New | Q4 2025 | Feb 17, 2026 |
| GWN SECURITIES INC. | History | New | 8,939 | 257 | 0.05% | — | 128 | +8,939 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8,843 | 255 | 0.02% | 0.01% | 129 | +4,031 | 83.77% | Q4 2025 | Feb 13, 2026 |
| Summit Investment Advisory Services, LLC | History | New | 8,257 | 238 | 0.09% | — | 130 | +8,257 | New | Q4 2025 | Feb 04, 2026 |
| CLG LLC | History | New | 7,833 | 225 | 0.06% | — | 131 | +7,833 | New | Q4 2025 | Jan 15, 2026 |
| JGP Wealth Management, LLC | History | No change | 7,770 | 224 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ascent Group, LLC | History | Added to | 7,678 | 221 | 0.01% | 0.01% | 133 | +211 | 2.83% | Q4 2025 | Jan 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,640 | 220 | 0.01% | 0.01% | 134 | +363 | 4.99% | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 7,547 | 217 | 0.01% | — | 135 | +7,547 | New | Q4 2025 | Jan 30, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 7,500 | 216 | 0.09% | — | 136 | +7,500 | New | Q4 2025 | Mar 10, 2026 |
| Compton Financial Group, LLC | History | New | 7,456 | 215 | 0.05% | — | 137 | +7,456 | New | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | New | 7,407 | 213 | 0.0% | — | 138 | +7,407 | New | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 7,191 | 207 | 0.01% | — | 139 | +7,191 | New | Q4 2025 | Feb 03, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 7,101 | 204 | 0.12% | — | 140 | +7,101 | New | Q4 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,200 | 149 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| McIlrath & Eck, LLC | History | New | 3,820 | 110 | 0.01% | — | 142 | +3,820 | New | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 3,768 | 108 | 0.04% | — | 143 | +3,768 | New | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,131 | 90 | 0.0% | 0.0% | 144 | +549 | 21.26% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Added to | 3,024 | 87 | 0.0% | 0.0% | 145 | +1,994 | 193.59% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,744 | 79 | 0.0% | — | 146 | +2,744 | New | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 2,617 | 75 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 2,406 | 69 | 0.01% | — | 148 | +2,406 | New | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 1,990 | 57 | 0.0% | 0.0% | 149 | +541 | 37.34% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Added to | 1,361 | 39 | 0.0% | 0.0% | 151 | +1,246 | 1083.48% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,356 | 39 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,350 | 38 | 0.01% | 0.01% | 152 | +200 | 17.39% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,256 | 36 | 0.0% | 0.0% | 153 | +4 | 0.32% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 1,003 | 28 | 0.0% | — | 154 | +1,003 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 28 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | New | 785 | 22 | 0.0% | — | 156 | +785 | New | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 618 | 17 | 0.0% | 0.0% | 157 | -3 | -0.48% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | New | 578 | 16 | 0.0% | — | 158 | +578 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | No change | 453 | 13 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 408 | 11 | 0.0% | 0.0% | 161 | +76 | 22.89% | Q4 2025 | Feb 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 390 | 11 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | New | 352 | 10 | 0.0% | — | 162 | +352 | New | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 310 | 8 | 0.0% | — | 163 | +310 | New | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 308 | 8 | 0.0% | — | 164 | +308 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 255 | 7 | 0.0% | 0.0% | 165 | -593 | -69.93% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | New | 219 | 6 | 0.0% | — | 166 | +219 | New | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | New | 176 | 5 | 0.0% | — | 167 | +176 | New | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | New | 154 | 4 | 0.0% | — | 168 | +154 | New | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 145 | 4 | 0.0% | 0.0% | 169 | -150 | -50.85% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | New | 42 | 1 | 0.0% | — | 171 | +42 | New | Q4 2025 | Jan 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 58 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -24,299 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Midwest Heritage Bank, FSB | History | Closed out | 0 | 0 | — | 0.14% | — | -13,610 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,046 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,137 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,445 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,350 | -100.0% | Q3 2025 | Feb 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |