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 | No change | 21,475,187 | 708,036 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,481,145 | 345,563 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,714,240 | 155,428 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,904,910 | 95,774 | 0.28% | 0.28% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,507,602 | 81,296 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,443,779 | 80,575 | 0.09% | 0.09% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,276,254 | 75,048 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,573,652 | 51,883 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 1,407,335 | 46,399 | 0.28% | 0.28% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,325,925 | 43,715 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,235,373 | 40,730 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,218,875 | 40,186 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,192,327 | 39,311 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,171,983 | 38,640 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,131,525 | 37,306 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,104,735 | 36,423 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,077,007 | 35,509 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,070,071 | 35,280 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 998,736 | 32,928 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 955,775 | 31,512 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 955,714 | 31,509 | 0.44% | 0.44% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 824,209 | 27,174 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 815,624 | 26,891 | 10.44% | 10.44% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 801,560 | 26,426 | 0.24% | 0.24% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Investment Management, LLC | History | No change | 744,539 | 24,547 | 0.48% | 0.48% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Presper Financial Architects, LLC | History | No change | 641,960 | 21,165 | 11.04% | 11.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 552,692 | 18,253 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 522,131 | 17,214 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 511,035 | 16,848 | 7.73% | 7.73% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 509,926 | 16,812 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 468,806 | 15,456 | 0.16% | 0.16% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MACQUARIE GROUP LTD | History | No change | 460,000 | 15,166 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 458,668 | 15,122 | 0.76% | 0.76% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compton Financial Group, LLC | History | No change | 457,700 | 15,090 | 2.91% | 2.91% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 404,504 | 13,336 | 0.15% | 0.15% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KWB Wealth | History | No change | 379,650 | 12,517 | 1.07% | 1.07% | 36 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 372,277 | 12,273 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 350,848 | 11,034 | 0.02% | 0.02% | 38 | +39,323 | 12.62% | Q3 2026 | Oct 13, 2026 |
| Souders Financial Advisors | History | No change | 305,649 | 10,077 | 1.01% | 1.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 303,954 | 10,021 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coign Capital Advisors LLC | History | No change | 286,923 | 9,460 | 4.26% | 4.26% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 282,307 | 9,307 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 281,626 | 9,285 | 1.75% | 1.75% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 270,456 | 8,917 | 0.14% | 0.14% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 215,247 | 7,096 | 0.35% | 0.35% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 213,117 | 7,026 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 190,437 | 6,278 | 0.14% | 0.14% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | No change | 190,130 | 6,268 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| National Wealth Management Group, LLC | History | No change | 179,661 | 5,923 | 1.83% | 1.83% | 49 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Royal Harbor Partners, LLC | History | No change | 175,902 | 5,799 | 1.8% | 1.8% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 165,625 | 5,460 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 164,361 | 5,372 | 0.17% | 0.17% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 159,931 | 5,272 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 156,930 | 5,173 | 0.49% | 0.49% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 155,166 | 5,115 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 148,932 | 4,910 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 146,308 | 4,823 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 153,164 | 4,741 | 0.09% | 0.09% | 58 | +10,134 | 7.09% | Q3 2026 | Oct 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 143,654 | 4,736 | 0.23% | 0.23% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smith Thornton Advisors LLC | History | No change | 145,026 | 4,685 | 2.06% | 2.06% | 60 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Laurel Wealth Planning LLC | History | No change | 140,924 | 4,646 | 2.06% | 2.06% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 139,716 | 4,606 | 1.47% | 1.47% | 62 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | No change | 139,127 | 4,589 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 137,808 | 4,543 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 133,823 | 4,412 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNB Wealth Management, LLC | History | No change | 130,610 | 4,306 | 2.35% | 2.35% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Science Advisors LLC | History | Added to | 137,874 | 4,268 | 1.79% | 1.91% | 67 | +7,771 | 5.97% | Q3 2026 | Oct 09, 2026 |
| NavPoint Financial, Inc. | History | No change | 127,106 | 4,190 | 1.55% | 1.55% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 125,820 | 4,148 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tradition Wealth Management, LLC | History | No change | 124,541 | 4,106 | 0.25% | 0.25% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 111,477 | 3,675 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 101,139 | 3,334 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boyer Financial Services, Inc. | History | No change | 98,023 | 3,207 | 2.71% | 2.71% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atria Investments, Inc | History | No change | 92,004 | 3,033 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 91,946 | 3,031 | 0.18% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 86,589 | 2,855 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 83,521 | 2,753 | 1.2% | 1.2% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 83,390 | 2,749 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 82,104 | 2,706 | 0.14% | 0.14% | 79 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NWF Advisory Services Inc. | History | No change | 80,560 | 2,656 | 0.25% | 0.25% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Entruity Wealth, LLC | History | No change | 80,520 | 2,654 | 1.72% | 1.72% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 85,614 | 2,650 | 0.07% | 0.07% | 82 | +11,038 | 14.8% | Q3 2026 | Oct 07, 2026 |
| Hopwood Nicholas Hunter | History | No change | 74,531 | 2,457 | 0.67% | 0.67% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 77,386 | 2,292 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 61,354 | 2,022 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wise Wealth Partners | History | No change | 60,388 | 1,990 | 3.38% | 3.38% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beta Wealth Group, Inc. | History | No change | 58,683 | 1,934 | 0.73% | 0.73% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 56,101 | 1,849 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sanctuary Advisors, LLC | History | No change | 54,711 | 1,803 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 54,557 | 1,798 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 53,549 | 1,765 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 51,746 | 1,706 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 51,114 | 1,685 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 49,851 | 1,643 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | No change | 49,758 | 1,640 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 48,819 | 1,609 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINTRA WEALTH, LLC | History | No change | 47,672 | 1,607 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R2 Capital Strategies, LLC | History | No change | 48,614 | 1,602 | 0.73% | 0.73% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 48,470 | 1,598 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 48,399 | 1,595 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | No change | 48,283 | 1,591 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blueprint Investment Partners LLC | History | No change | 48,230 | 1,590 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 48,230 | 1,590 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 47,081 | 1,552 | 0.78% | 0.78% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 46,239 | 1,524 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 45,854 | 1,511 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LongView Wealth Management | History | No change | 45,765 | 1,508 | 0.39% | 0.39% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Analysts, LLC | History | No change | 45,195 | 1,490 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Michael Brady & Co., LLC | History | No change | 45,150 | 1,488 | 1.31% | 1.31% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 44,821 | 1,477 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 44,314 | 1,461 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | No change | 44,150 | 1,455 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Security Financial Services, INC. | History | No change | 42,035 | 1,385 | 0.19% | 0.19% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 44,504 | 1,377 | 0.9% | 0.89% | 114 | +4,529 | 11.33% | Q3 2026 | Oct 06, 2026 |
| Alchemi Wealth, LLC | History | No change | 41,611 | 1,371 | 0.64% | 0.64% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Latitude Advisors, LLC | History | No change | 41,457 | 1,366 | 0.54% | 0.54% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 43,501 | 1,346 | 0.04% | 0.04% | 117 | -4,504 | -9.38% | Q3 2026 | Oct 13, 2026 |
| Trademark Financial Management, LLC | History | No change | 40,398 | 1,331 | 0.55% | 0.55% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 40,098 | 1,322 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SITTNER & NELSON, LLC | History | No change | 39,090 | 1,288 | 0.41% | 0.41% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 37,130 | 1,224 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 36,367 | 1,199 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forge Financial Services LLC | History | No change | 35,646 | 1,175 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 34,426 | 1,135 | 0.28% | 0.28% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pines Wealth Management, LLC | History | No change | 32,732 | 1,079 | 0.31% | 0.31% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 32,011 | 1,055 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 31,162 | 1,027 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | No change | 31,039 | 1,023 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Qube Research & Technologies Ltd | History | No change | 30,729 | 1,013 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 30,373 | 1,001 | 0.28% | 0.28% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 27,830 | 917 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 28,793 | 891 | 0.28% | 0.3% | 132 | +215 | 0.75% | Q3 2026 | Oct 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 27,008 | 890 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 26,684 | 879 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 26,553 | 875 | 0.17% | 0.17% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversify Advisory Services, LLC | History | No change | 27,308 | 875 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 27,308 | 875 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Management, Inc. | History | No change | 26,247 | 865 | 0.27% | 0.27% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sovran Advisors, LLC | History | No change | 26,003 | 836 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 24,755 | 817 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 24,770 | 816 | 0.26% | 0.26% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Owen LaRue, LLC | History | No change | 23,801 | 784 | 0.27% | 0.27% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 25,126 | 777 | 0.05% | 0.03% | 143 | +12,332 | 96.39% | Q3 2026 | Oct 08, 2026 |
| Advyzon Investment Management, LLC | History | No change | 23,389 | 771 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantus Wealth LLC | History | No change | 22,188 | 731 | 0.39% | 0.39% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 20,385 | 672 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 19,693 | 649 | 0.34% | 0.34% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 19,566 | 645 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 19,455 | 641 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Carson Advisory Inc. | History | No change | 18,911 | 623 | 0.29% | 0.29% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Junk Investment Group, LLC | History | No change | 18,549 | 611 | 0.27% | 0.27% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,902 | 590 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,499 | 576 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 17,122 | 564 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 16,800 | 553 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balboa Wealth Partners | History | No change | 16,374 | 539 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 15,536 | 512 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 14,847 | 489 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 14,840 | 489 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 14,658 | 483 | 0.22% | 0.22% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 14,609 | 481 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lincoln Capital LLC | History | Added to | 15,427 | 477 | 0.08% | 0.06% | 163 | +5,221 | 51.16% | Q3 2026 | Oct 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 14,600 | 477 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 13,820 | 455 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,053 | 435 | 0.0% | 0.01% | 165 | -21,487 | -60.46% | Q3 2026 | Oct 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 13,014 | 429 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 12,920 | 425 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GWN SECURITIES INC. | History | No change | 12,672 | 417 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trilogy Capital Inc. | History | No change | 12,263 | 404 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 12,091 | 398 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harborfront Financial Group LLC | History | No change | 10,685 | 352 | 1.33% | 1.33% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,556 | 348 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SilverOak Wealth Management LLC | History | No change | 10,253 | 338 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CLG LLC | History | Added to | 10,674 | 330 | 0.07% | 0.07% | 174 | +743 | 7.48% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 9,902 | 326 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,504 | 313 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 10,049 | 311 | 0.08% | 0.07% | 177 | +2,090 | 26.26% | Q3 2026 | Oct 02, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 8,890 | 293 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 8,882 | 292 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,811 | 290 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 8,614 | 284 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,530 | 281 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Global Investments | History | No change | 8,425 | 278 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,696 | 253 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 7,500 | 247 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 7,898 | 244 | 0.02% | 0.01% | 186 | +2,300 | 41.09% | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,347 | 242 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merited Wealth, LLC | History | Reduced | 7,766 | 240 | 0.17% | 0.35% | 189 | -7,387 | -48.75% | Q3 2026 | Oct 13, 2026 |
| JGP Wealth Management, LLC | History | No change | 7,770 | 240 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 7,255 | 239 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 7,252 | 239 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Visionary Wealth Advisors | History | No change | 7,225 | 238 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 7,162 | 235 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 7,101 | 234 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,911 | 227 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascent Group, LLC | History | No change | 6,865 | 226 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LexAurum Advisors, LLC | History | No change | 6,849 | 225 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VestGen Advisors, LLC | History | No change | 6,722 | 221 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 6,495 | 214 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 6,359 | 209 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 6,348 | 209 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 5,814 | 191 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | No change | 5,377 | 177 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Milestone Investment Advisors LLC | History | No change | 5,370 | 177 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,209 | 161 | 0.04% | 0.01% | 205 | +4,143 | 388.65% | Q3 2026 | Oct 13, 2026 |
| UBS Group AG | History | No change | 4,451 | 146 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,249 | 140 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 3,728 | 122 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Co / SC | History | No change | 2,886 | 94 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,549 | 84 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,963 | 64 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,548 | 51 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,443 | 47 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,452 | 47 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,395 | 45 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 1,147 | 37 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vision Retirement, LLC | History | No change | 692 | 22 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 618 | 20 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 597 | 19 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 563 | 18 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 434 | 14 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 352 | 11 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signature Equity Partners, LLC | History | No change | 308 | 10 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTRAL TRUST Co | History | No change | 154 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 151 | 4 | 0.0% | 0.0% | 226 | -14 | -8.48% | Q3 2026 | Oct 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 145 | 4 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | No change | 54 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |