Capital Group Equity ETF Trust I - CGMM
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 | 13,218,454 | 388,093 | 0.1% | 0.02% | 1 | +10,263,390 | 347.32% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,119,781 | 267,756 | 0.07% | 0.06% | 2 | +1,818,161 | 24.9% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,031,453 | 89,003 | 0.02% | 0.01% | 3 | +1,443,185 | 90.87% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,685,749 | 49,495 | 0.07% | 0.06% | 4 | +150,842 | 9.83% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,679,370 | 49,306 | 0.2% | 0.0% | 5 | +1,667,441 | 13978.05% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,520,291 | 44,635 | 0.05% | 0.04% | 6 | +350,828 | 30.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,478,890 | 42,473 | 0.02% | 0.01% | 7 | +1,009,098 | 214.8% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,404,021 | 41,222 | 0.31% | 0.31% | 8 | +43,590 | 3.2% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,370,903 | 40,249 | 0.06% | 0.04% | 9 | +450,785 | 48.99% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,112,599 | 32,664 | 0.06% | 0.06% | 10 | +77,096 | 7.45% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,077,203 | 31,626 | 0.55% | 0.4% | 11 | +512,078 | 90.61% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 977,455 | 28,698 | 0.03% | 0.02% | 12 | +226,974 | 30.24% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 946,539 | 27,790 | 0.08% | 0.06% | 13 | +93,394 | 10.95% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 937,734 | 27,531 | 0.02% | 0.01% | 14 | +656,161 | 233.03% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 926,659 | 27,206 | 0.03% | 0.02% | 15 | +36,911 | 4.15% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 913,227 | 26,812 | 0.1% | 0.11% | 16 | +14,815 | 1.65% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 890,379 | 26,141 | 0.05% | 0.04% | 17 | +139,216 | 18.53% | Q1 2026 | May 06, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 794,117 | 23,315 | 10.31% | 9.94% | 18 | +45,009 | 6.01% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 793,978 | 23,312 | 0.0% | 0.0% | 19 | +159,187 | 25.08% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 738,682 | 21,687 | 0.37% | 0.22% | 20 | +255,340 | 52.83% | Q1 2026 | May 13, 2026 |
| Presper Financial Architects, LLC | History | New | 641,703 | 18,840 | 11.2% | — | 21 | +641,703 | New | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 534,271 | 15,685 | 0.16% | 0.11% | 22 | +184,671 | 52.82% | Q1 2026 | May 12, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 523,944 | 15,382 | 7.68% | 7.61% | 23 | +2,440 | 0.47% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 518,250 | 15,216 | 0.04% | 0.03% | 24 | +87,350 | 20.27% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 495,747 | 14,555 | 0.0% | 0.0% | 25 | +481,950 | 3493.15% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 449,631 | 13,201 | 0.77% | 0.74% | 26 | +13,799 | 3.17% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 435,324 | 12,793 | 0.06% | 0.05% | 27 | +101,142 | 30.27% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 396,342 | 11,636 | 0.15% | 0.16% | 28 | -37,367 | -8.62% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 317,661 | 9,326 | 0.1% | 0.12% | 29 | -51,413 | -13.93% | Q1 2026 | Apr 20, 2026 |
| Souders Financial Advisors | History | Added to | 287,605 | 8,444 | 0.96% | 0.79% | 30 | +46,884 | 19.48% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 286,242 | 8,404 | 0.09% | 0.09% | 31 | +64,439 | 29.05% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 281,245 | 8,352 | 0.02% | 0.01% | 32 | +70,523 | 33.47% | Q1 2026 | Apr 08, 2026 |
| Coign Capital Advisors LLC | History | Added to | 278,294 | 8,170 | 4.29% | 3.85% | 33 | +23,353 | 9.16% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 267,919 | 7,866 | 0.01% | 0.0% | 34 | +180,646 | 206.99% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 265,374 | 7,791 | 0.07% | 0.05% | 35 | +29,762 | 12.63% | Q1 2026 | May 13, 2026 |
| National Wealth Management Group, LLC | History | Added to | 249,900 | 7,337 | 2.73% | 2.44% | 36 | +5,438 | 2.22% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 230,107 | 6,755 | 0.12% | — | 37 | +230,107 | New | Q1 2026 | May 11, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 225,804 | 6,657 | 1.5% | 1.15% | 38 | +54,877 | 32.11% | Q1 2026 | May 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 208,654 | 6,126 | 0.07% | 0.05% | 39 | +66,928 | 47.22% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 206,541 | 6,064 | 0.01% | 0.0% | 40 | +141,816 | 219.11% | Q1 2026 | May 14, 2026 |
| Compton Financial Group, LLC | History | Added to | 195,976 | 5,753 | 1.27% | 0.05% | 41 | +188,520 | 2528.43% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 180,562 | 5,301 | 0.13% | 0.14% | 42 | -16,022 | -8.15% | Q1 2026 | Apr 29, 2026 |
| Royal Harbor Partners, LLC | History | New | 174,194 | 5,114 | 1.73% | — | 43 | +174,194 | New | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 161,057 | 4,728 | 0.52% | — | 44 | +161,057 | New | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 164,361 | 4,671 | 0.17% | 0.16% | 45 | +21,016 | 14.66% | Q1 2026 | May 15, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 139,692 | 4,101 | 1.73% | 1.6% | 46 | +2,540 | 1.85% | Q1 2026 | Apr 08, 2026 |
| BNB Wealth Management, LLC | History | Added to | 133,176 | 3,910 | 2.51% | 2.21% | 47 | +14,079 | 11.82% | Q1 2026 | May 13, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 133,010 | 3,905 | 1.97% | 1.85% | 48 | +6,922 | 5.49% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 128,667 | 3,777 | 0.06% | 0.03% | 49 | +70,095 | 119.67% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 124,585 | 3,657 | 0.26% | 0.25% | 50 | +3,730 | 3.09% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 123,791 | 3,634 | 0.0% | 0.0% | 51 | +11,584 | 10.32% | Q1 2026 | Apr 27, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 121,831 | 3,576 | 1.89% | 1.0% | 52 | +59,223 | 94.59% | Q1 2026 | Apr 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 121,501 | 3,567 | 0.04% | 0.03% | 53 | +23,458 | 23.93% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 118,246 | 3,471 | 0.02% | 0.01% | 54 | +11,317 | 10.58% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 117,049 | 3,436 | 0.1% | 0.04% | 55 | +64,658 | 123.41% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 109,720 | 3,221 | 0.13% | — | 56 | +109,720 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 108,495 | 3,185 | 0.07% | 0.06% | 57 | +16,862 | 18.4% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 108,398 | 3,182 | 0.18% | 0.15% | 58 | +15,359 | 16.51% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 103,089 | 3,026 | 0.04% | 0.04% | 59 | +12,229 | 13.46% | Q1 2026 | May 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 102,614 | 3,012 | 1.22% | 0.93% | 60 | +27,088 | 35.87% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 97,935 | 2,875 | 0.0% | 0.0% | 61 | +44,292 | 82.57% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | New | 94,707 | 2,780 | 0.0% | — | 62 | +94,707 | New | Q1 2026 | May 14, 2026 |
| Wealth Science Advisors LLC | History | No change | 93,269 | 2,689 | 1.51% | 1.55% | 63 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 92,520 | 2,669 | 0.02% | 0.01% | 64 | +65,161 | 238.17% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 90,217 | 2,648 | 0.01% | 0.01% | 65 | +38,440 | 74.24% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 84,797 | 2,489 | 0.0% | 0.0% | 66 | +4,833 | 6.04% | Q1 2026 | May 05, 2026 |
| Entruity Wealth, LLC | History | Reduced | 81,501 | 2,392 | 1.62% | 1.7% | 67 | -1,277 | -1.54% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 77,140 | 2,264 | 0.04% | 0.02% | 68 | +26,258 | 51.61% | Q1 2026 | Apr 27, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 76,231 | 2,238 | 2.37% | 1.95% | 69 | +13,367 | 21.26% | Q1 2026 | Apr 10, 2026 |
| NWF Advisory Services Inc. | History | Added to | 73,623 | 2,161 | 0.24% | 0.22% | 70 | +5,867 | 8.66% | Q1 2026 | May 04, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 73,051 | 2,144 | 1.02% | 0.91% | 71 | +6,670 | 10.05% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 67,771 | 1,989 | 0.03% | 0.02% | 72 | +23,855 | 54.32% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 67,588 | 1,984 | 0.04% | 0.01% | 73 | +51,032 | 308.24% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 60,282 | 1,769 | 0.02% | 0.01% | 74 | +33,296 | 123.38% | Q1 2026 | Apr 23, 2026 |
| Wise Wealth Partners | History | Added to | 59,689 | 1,752 | 2.37% | 2.38% | 75 | +2,295 | 4.0% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 59,616 | 1,750 | 0.01% | 0.01% | 76 | +29,983 | 101.18% | Q1 2026 | May 05, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 58,683 | 1,722 | 0.71% | 0.7% | 77 | -1,681 | -2.78% | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Added to | 58,462 | 1,716 | 0.08% | 0.06% | 78 | +12,420 | 26.98% | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 55,771 | 1,637 | 0.09% | 0.07% | 79 | +15,036 | 36.91% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 52,974 | 1,627 | 0.09% | 0.05% | 80 | +25,518 | 92.94% | Q1 2026 | Apr 17, 2026 |
| Venture Visionary Partners LLC | History | Added to | 53,642 | 1,574 | 0.05% | 0.05% | 81 | +3,661 | 7.32% | Q1 2026 | May 14, 2026 |
| Trademark Financial Management, LLC | History | Added to | 51,685 | 1,517 | 0.74% | 0.29% | 82 | +33,266 | 180.61% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 51,114 | 1,500 | 0.0% | — | 83 | +51,114 | New | Q1 2026 | May 13, 2026 |
| Merited Wealth, LLC | History | Reduced | 50,370 | 1,478 | 1.23% | 1.37% | 84 | -911 | -1.78% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Added to | 49,198 | 1,444 | 0.02% | 0.01% | 85 | +22,973 | 87.6% | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 47,291 | 1,388 | 0.04% | 0.04% | 86 | +2,447 | 5.46% | Q1 2026 | Apr 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 47,232 | 1,386 | 0.03% | 0.02% | 88 | +3,055 | 6.92% | Q1 2026 | May 07, 2026 |
| LongView Wealth Management | History | Added to | 44,245 | 1,386 | 0.35% | 0.31% | 87 | +2,220 | 5.28% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 46,274 | 1,358 | 0.02% | 0.01% | 89 | +6,704 | 16.94% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 44,070 | 1,293 | 0.08% | 0.07% | 90 | +8,741 | 24.74% | Q1 2026 | Apr 27, 2026 |
| Michael Brady & Co., LLC | History | Added to | 42,104 | 1,236 | 1.24% | 0.87% | 93 | +11,953 | 39.64% | Q1 2026 | Apr 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 42,129 | 1,236 | 0.13% | 0.12% | 91 | +2,262 | 5.67% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 42,129 | 1,236 | 0.18% | 0.18% | 92 | +2,262 | 5.67% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 41,740 | 1,225 | 0.05% | — | 94 | +41,740 | New | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 40,306 | 1,183 | 0.02% | 0.02% | 95 | +1,686 | 4.37% | Q1 2026 | Apr 17, 2026 |
| Alchemi Wealth, LLC | History | Added to | 39,041 | 1,146 | 0.64% | 0.57% | 96 | +3,126 | 8.7% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 39,711 | 1,145 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Forge Financial Services LLC | History | Added to | 36,904 | 1,083 | 0.11% | 0.33% | 98 | +10,220 | 38.3% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 36,630 | 1,075 | 0.06% | 0.05% | 99 | +5,050 | 15.99% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 35,983 | 1,056 | 0.01% | 0.0% | 100 | +19,234 | 114.84% | Q1 2026 | Apr 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 33,818 | 992 | 0.45% | 0.34% | 101 | +6,950 | 25.87% | Q1 2026 | Apr 27, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 32,825 | 963 | 0.31% | 0.32% | 102 | -1,496 | -4.36% | Q1 2026 | Apr 08, 2026 |
| Security Financial Services, INC. | History | No change | 32,732 | 944 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | New | 32,020 | 940 | 0.15% | — | 104 | +32,020 | New | Q1 2026 | Apr 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 28,000 | 870 | 0.02% | — | 105 | +28,000 | New | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 28,591 | 839 | 0.46% | 0.42% | 106 | +3,831 | 15.47% | Q1 2026 | May 05, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 27,975 | 821 | 0.3% | 0.17% | 107 | +12,654 | 82.59% | Q1 2026 | May 11, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 27,901 | 819 | 0.3% | 0.25% | 108 | +4,341 | 18.43% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 27,551 | 808 | 0.01% | 0.0% | 109 | +13,708 | 99.02% | Q1 2026 | Apr 20, 2026 |
| OneAscent Financial Services LLC | History | Added to | 27,510 | 807 | 0.04% | 0.06% | 110 | +5,570 | 25.39% | Q1 2026 | Apr 21, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 26,289 | 771 | 0.18% | 0.17% | 111 | +189 | 0.72% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 24,365 | 770 | 0.06% | 0.06% | 112 | +523 | 2.19% | Q1 2026 | May 01, 2026 |
| Capital Investment Management, Inc. | History | Added to | 25,463 | 747 | 0.26% | 0.23% | 113 | +2,785 | 12.28% | Q1 2026 | Apr 22, 2026 |
| Owen LaRue, LLC | History | Reduced | 24,801 | 728 | 0.28% | 0.31% | 114 | -3,750 | -13.13% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 23,230 | 682 | 0.04% | 0.03% | 115 | +450 | 1.98% | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 23,211 | 681 | 0.03% | 0.05% | 116 | -13,214 | -36.28% | Q1 2026 | Apr 28, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 22,284 | 654 | 0.24% | 0.09% | 117 | +14,027 | 169.88% | Q1 2026 | Apr 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 21,849 | 641 | 0.06% | 0.07% | 118 | +1,934 | 9.71% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,432 | 629 | 0.02% | 0.02% | 119 | +3,034 | 16.49% | Q1 2026 | May 19, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 21,399 | 628 | 0.22% | 0.13% | 120 | +7,521 | 54.19% | Q1 2026 | May 04, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 21,290 | 625 | 0.23% | 0.15% | 121 | +7,850 | 58.41% | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 20,654 | 606 | 0.0% | 0.0% | 122 | -1,290 | -5.88% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,607 | 605 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 19,287 | 566 | 0.01% | 0.01% | 124 | +8,332 | 76.06% | Q1 2026 | Apr 14, 2026 |
| Vantus Wealth LLC | History | No change | 19,632 | 566 | 0.42% | 0.42% | 125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 18,657 | 547 | 0.33% | 0.28% | 126 | +2,457 | 15.17% | Q1 2026 | Apr 21, 2026 |
| Junk Investment Group, LLC | History | New | 18,549 | 544 | 0.29% | — | 127 | +18,549 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | New | 18,232 | 535 | 0.0% | — | 128 | +18,232 | New | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 18,157 | 533 | 0.01% | 0.0% | 129 | +16,796 | 1234.09% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 17,976 | 527 | 0.04% | 0.02% | 130 | +9,133 | 103.28% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 16,934 | 497 | 0.02% | 0.01% | 131 | +3,852 | 29.45% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 16,899 | 496 | 0.05% | 0.06% | 132 | +872 | 5.44% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Added to | 15,805 | 464 | 0.08% | 0.07% | 133 | +688 | 4.55% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 15,759 | 462 | 0.02% | 0.02% | 134 | +772 | 5.15% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | New | 15,423 | 452 | 0.01% | — | 135 | +15,423 | New | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 15,147 | 444 | 0.05% | 0.04% | 136 | +2,217 | 17.15% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 15,086 | 442 | 0.02% | 0.02% | 137 | +3,524 | 30.48% | Q1 2026 | Apr 23, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 13,642 | 400 | 0.21% | 0.16% | 138 | +3,079 | 29.15% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 13,142 | 385 | 0.0% | — | 139 | +13,142 | New | Q1 2026 | May 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 12,920 | 379 | 0.07% | — | 140 | +12,920 | New | Q1 2026 | May 04, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 11,725 | 344 | 0.27% | — | 141 | +11,725 | New | Q1 2026 | Apr 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,099 | 325 | 0.03% | 0.0% | 142 | +10,099 | 1009.9% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,815 | 317 | 0.06% | 0.05% | 143 | +1,876 | 20.99% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 10,674 | 313 | 0.07% | — | 144 | +10,674 | New | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,345 | 303 | 0.0% | — | 145 | +10,345 | New | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | New | 10,071 | 295 | 0.02% | — | 146 | +10,071 | New | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 9,703 | 284 | 0.0% | — | 148 | +9,703 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,617 | 284 | 0.0% | 0.0% | 147 | +6,486 | 207.15% | Q1 2026 | Apr 07, 2026 |
| KINTRA WEALTH, LLC | History | New | 9,401 | 276 | 0.02% | — | 149 | +9,401 | New | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | New | 9,261 | 271 | 0.01% | — | 150 | +9,261 | New | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | New | 9,064 | 266 | 0.0% | — | 152 | +9,064 | New | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Added to | 9,077 | 266 | 0.07% | 0.06% | 151 | +1,244 | 15.88% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 8,983 | 263 | 0.03% | — | 153 | +8,983 | New | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,758 | 257 | 0.0% | — | 154 | +8,758 | New | Q1 2026 | May 01, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 8,704 | 255 | 0.02% | — | 155 | +8,704 | New | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 8,588 | 252 | 0.01% | 0.01% | 156 | +1,041 | 13.79% | Q1 2026 | Apr 27, 2026 |
| Clark Capital Management Group, Inc. | History | New | 8,415 | 247 | 0.0% | — | 157 | +8,415 | New | Q1 2026 | May 15, 2026 |
| JGP Wealth Management, LLC | History | No change | 7,770 | 228 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ascent Group, LLC | History | Reduced | 7,504 | 220 | 0.01% | 0.01% | 159 | -174 | -2.27% | Q1 2026 | May 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 7,500 | 220 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 7,426 | 218 | 0.01% | — | 161 | +7,426 | New | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,398 | 217 | 0.0% | 0.0% | 162 | -9 | -0.12% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,305 | 214 | 0.01% | 0.01% | 163 | -335 | -4.38% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | New | 6,817 | 213 | 0.01% | — | 165 | +6,817 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,202 | 213 | 0.01% | 0.01% | 164 | +11 | 0.15% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | New | 7,150 | 209 | 0.01% | — | 166 | +7,150 | New | Q1 2026 | Apr 28, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 7,100 | 208 | 0.01% | 0.12% | 167 | -1 | -0.01% | Q1 2026 | Apr 16, 2026 |
| Summit Global Investments | History | New | 6,912 | 203 | 0.01% | — | 168 | +6,912 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 6,907 | 202 | 0.0% | — | 169 | +6,907 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,200 | 152 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 5,003 | 146 | 0.06% | 0.04% | 171 | +1,235 | 32.78% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | New | 4,935 | 144 | 0.01% | — | 172 | +4,935 | New | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 3,937 | 115 | 0.0% | 0.0% | 173 | +3,484 | 769.09% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,952 | 112 | 0.0% | 0.0% | 174 | +3,374 | 583.74% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 3,024 | 87 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 2,886 | 84 | 0.01% | 0.01% | 176 | +480 | 19.95% | Q1 2026 | Apr 23, 2026 |
| MOTCO | History | New | 2,750 | 80 | 0.01% | — | 177 | +2,750 | New | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 2,684 | 78 | 0.0% | 0.0% | 178 | +67 | 2.56% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,247 | 65 | 0.0% | 0.0% | 179 | +1,937 | 624.84% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Reduced | 1,503 | 44 | 0.0% | 0.0% | 180 | -487 | -24.47% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,353 | 39 | 0.0% | 0.0% | 183 | +97 | 7.72% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,356 | 39 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,350 | 39 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | No change | 1,003 | 29 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 782 | 23 | 0.0% | 0.0% | 185 | +563 | 257.08% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 785 | 22 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 618 | 18 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 495 | 14 | 0.0% | 0.0% | 188 | +87 | 21.32% | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 434 | 12 | 0.0% | 0.0% | 189 | +258 | 146.59% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | New | 344 | 10 | 0.0% | — | 191 | +344 | New | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | No change | 352 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 308 | 9 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 299 | 8 | 0.0% | — | 193 | +299 | New | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | No change | 255 | 7 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 222 | 6 | 0.0% | — | 195 | +222 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 164 | 4 | 0.0% | — | 197 | +155 | 1722.22% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 149 | 4 | 0.0% | — | 199 | +149 | New | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | No change | 154 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 145 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 58 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -675,728 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -386,967 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CMC Financial Group | History | Closed out | 0 | 0 | — | 6.16% | — | -119,727 | -100.0% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -57,903 | -100.0% | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,251 | -100.0% | Q1 2026 | May 12, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -21,632 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,796 | -100.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,053 | -100.0% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,820 | -100.0% | Q1 2026 | May 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,744 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |