Capital Group New Geography Equity ETF - CGNG
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 | 7,033,617 | 222,051 | 0.06% | 0.04% | 1 | +2,500,618 | 55.16% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,393,840 | 107,143 | 0.03% | 0.02% | 2 | +836,643 | 32.72% | Q1 2026 | May 04, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 3,194,933 | 100,864 | 1.7% | 1.35% | 3 | +543,487 | 20.5% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,153,794 | 99,565 | 0.06% | 0.04% | 4 | +1,417,059 | 81.59% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,813,229 | 88,813 | 0.03% | 0.02% | 5 | +693,526 | 32.72% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,400,095 | 75,770 | 0.08% | 0.07% | 6 | +282,054 | 13.32% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,551,895 | 48,993 | 0.01% | 0.0% | 7 | +859,844 | 124.25% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,341,367 | 42,345 | 0.42% | 0.1% | 8 | +1,049,818 | 360.08% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,302,791 | 41,129 | 0.0% | 0.0% | 9 | +739,844 | 131.42% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,048,010 | 33,085 | 0.01% | 0.01% | 10 | -7,861 | -0.74% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 830,936 | 26,232 | 0.04% | 0.04% | 11 | -78,275 | -8.61% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 775,406 | 24,481 | 0.04% | 0.04% | 12 | -26,582 | -3.31% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 719,193 | 22,704 | 0.08% | 0.08% | 13 | +61,277 | 9.31% | Q1 2026 | Jun 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 715,222 | 22,577 | 0.04% | 0.04% | 14 | +84,941 | 13.48% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 612,823 | 19,346 | 0.0% | 0.0% | 15 | +4,033 | 0.66% | Q1 2026 | May 15, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 601,726 | 18,996 | 3.38% | 2.82% | 16 | +135,052 | 28.94% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 584,465 | 18,451 | 0.05% | 0.03% | 17 | +220,355 | 60.52% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 559,186 | 17,653 | 0.13% | 0.15% | 18 | -2,128 | -0.38% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 574,566 | 17,575 | 0.01% | 0.0% | 19 | +354,947 | 161.62% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 556,679 | 17,574 | 0.0% | 0.0% | 20 | +556,424 | 218205.49% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 529,723 | 16,723 | 0.12% | 0.13% | 21 | +21,000 | 4.13% | Q1 2026 | Apr 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 512,908 | 16,192 | 0.63% | 0.6% | 22 | +59,114 | 13.03% | Q1 2026 | May 07, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 501,303 | 15,826 | 1.29% | 1.22% | 23 | +13,941 | 2.86% | Q1 2026 | Apr 16, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 482,119 | 15,220 | 1.89% | 1.85% | 24 | +15,283 | 3.27% | Q1 2026 | Apr 16, 2026 |
| Presper Financial Architects, LLC | History | New | 473,695 | 14,954 | 8.89% | — | 25 | +473,695 | New | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Added to | 441,659 | 13,943 | 0.37% | 0.33% | 26 | +77,771 | 21.37% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 440,000 | 13,890 | 0.0% | — | 27 | +440,000 | New | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 425,882 | 13,445 | 0.03% | 0.02% | 28 | +95,215 | 28.79% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 417,137 | 13,189 | 0.03% | 0.02% | 29 | -10,848 | -2.53% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 409,945 | 12,942 | 0.01% | 0.01% | 30 | +161,740 | 65.16% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 389,062 | 12,282 | 0.02% | 0.01% | 31 | +135,311 | 53.32% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 384,042 | 12,124 | 0.03% | 0.04% | 32 | -74,378 | -16.22% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 328,861 | 10,382 | 0.05% | 0.05% | 33 | +23,315 | 7.63% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 306,310 | 9,670 | 0.05% | 0.06% | 34 | +26,366 | 9.42% | Q1 2026 | May 15, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 297,548 | 9,393 | 1.49% | 1.41% | 35 | +16,332 | 5.81% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 290,506 | 9,177 | 0.05% | 0.04% | 36 | +39,414 | 15.7% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 261,006 | 8,239 | 0.94% | 0.78% | 37 | +46,099 | 21.45% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 253,210 | 7,993 | 0.01% | 0.0% | 38 | +190,100 | 301.22% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 248,074 | 7,831 | 0.09% | 0.09% | 39 | -4,371 | -1.73% | Q1 2026 | Apr 20, 2026 |
| Sentinel Advisory Group, LLC | History | New | 243,539 | 7,688 | 3.75% | — | 40 | +243,539 | New | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 236,191 | 7,456 | 0.09% | 0.13% | 41 | -80,350 | -25.38% | Q1 2026 | Apr 28, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 235,582 | 7,437 | 2.74% | 2.62% | 42 | +4,186 | 1.81% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 225,980 | 7,134 | 0.0% | — | 43 | +225,980 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 221,361 | 6,988 | 0.01% | 0.0% | 44 | +168,877 | 321.77% | Q1 2026 | Apr 27, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 220,529 | 6,962 | 0.38% | 0.34% | 45 | +34,295 | 18.42% | Q1 2026 | May 11, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 218,055 | 6,883 | 2.48% | 2.29% | 46 | +22,809 | 11.68% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 214,390 | 6,768 | 0.06% | 0.04% | 47 | +31,318 | 17.11% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 195,749 | 6,179 | 0.03% | 0.01% | 48 | +142,105 | 264.9% | Q1 2026 | May 08, 2026 |
| Souders Financial Advisors | History | Added to | 189,910 | 5,995 | 0.68% | 0.66% | 49 | +9,113 | 5.04% | Q1 2026 | May 04, 2026 |
| EWA, LLC | History | New | 185,005 | 5,840 | 1.32% | — | 50 | +185,005 | New | Q1 2026 | Apr 23, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 173,979 | 5,492 | 2.43% | 2.42% | 51 | +8,928 | 5.41% | Q1 2026 | Apr 27, 2026 |
| National Wealth Management Group, LLC | History | Added to | 171,264 | 5,406 | 2.01% | 1.81% | 52 | +7,475 | 4.56% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 170,983 | 5,397 | 0.06% | 0.0% | 53 | +158,987 | 1325.33% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 161,044 | 5,084 | 0.06% | 0.05% | 54 | +37,269 | 30.11% | Q1 2026 | May 15, 2026 |
| Code Waechter LLC | History | New | 158,239 | 4,995 | 2.97% | — | 55 | +158,239 | New | Q1 2026 | Apr 15, 2026 |
| Eagle Bay Advisors LLC | History | New | 151,651 | 4,787 | 4.22% | — | 56 | +151,651 | New | Q1 2026 | Apr 24, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 136,920 | 4,322 | 3.75% | 3.77% | 57 | +3,456 | 2.59% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 132,940 | 4,196 | 0.0% | — | 58 | +132,940 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 130,279 | 4,113 | 0.01% | 0.0% | 59 | +73,355 | 128.86% | Q1 2026 | May 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 127,409 | 4,046 | 0.91% | 0.79% | 60 | +22,128 | 21.02% | Q1 2026 | May 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 126,990 | 4,009 | 0.05% | 0.05% | 61 | -5,233 | -3.96% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 123,648 | 3,903 | 0.51% | 0.38% | 62 | +32,525 | 35.69% | Q1 2026 | Apr 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 122,469 | 3,866 | 0.22% | 0.22% | 63 | +4,005 | 3.38% | Q1 2026 | Apr 29, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 115,008 | 3,630 | 0.06% | 0.06% | 64 | +11,600 | 11.22% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 113,442 | 3,581 | 0.01% | 0.0% | 65 | +90,712 | 399.08% | Q1 2026 | Apr 30, 2026 |
| Lantz Financial LLC | History | Added to | 110,168 | 3,477 | 0.72% | 0.63% | 66 | +16,122 | 17.14% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 110,130 | 3,476 | 0.05% | 0.05% | 67 | +39,493 | 55.91% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 109,707 | 3,463 | 0.05% | 0.05% | 68 | +4,263 | 4.04% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 104,598 | 3,302 | 0.12% | 0.06% | 69 | +62,134 | 146.32% | Q1 2026 | May 19, 2026 |
| NavPoint Financial, Inc. | History | Added to | 98,320 | 3,103 | 1.25% | 1.1% | 70 | +17,952 | 22.34% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | New | 97,954 | 3,092 | 0.0% | — | 71 | +97,954 | New | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 92,725 | 2,927 | 0.23% | 0.21% | 72 | +7,594 | 8.92% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 95,741 | 2,898 | 0.1% | 0.1% | 73 | +9,397 | 10.88% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 91,238 | 2,880 | 0.03% | 0.05% | 74 | -39,497 | -30.21% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 90,348 | 2,852 | 0.09% | — | 75 | +90,348 | New | Q1 2026 | May 15, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 87,519 | 2,762 | 1.17% | 1.25% | 76 | +2,592 | 3.05% | Q1 2026 | Apr 13, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 87,479 | 2,761 | 2.16% | 2.33% | 77 | +1,091 | 1.26% | Q1 2026 | Apr 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 86,936 | 2,744 | 0.14% | 0.14% | 78 | +4,383 | 5.31% | Q1 2026 | Apr 15, 2026 |
| Compton Financial Group, LLC | History | New | 85,810 | 2,709 | 0.6% | — | 79 | +85,810 | New | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 78,881 | 2,648 | 0.15% | 0.08% | 80 | +37,478 | 90.52% | Q1 2026 | Apr 17, 2026 |
| GTS SECURITIES LLC | History | Added to | 81,777 | 2,581 | 0.09% | 0.01% | 81 | +69,313 | 556.11% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 80,408 | 2,538 | 0.1% | 0.06% | 82 | +64,795 | 415.01% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 78,144 | 2,467 | 0.2% | 0.12% | 83 | +33,692 | 75.79% | Q1 2026 | Apr 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 77,191 | 2,436 | 0.06% | 0.06% | 84 | +8,477 | 12.34% | Q1 2026 | Apr 07, 2026 |
| Selby Wealth Management, LLC | History | Added to | 74,206 | 2,342 | 0.92% | 0.81% | 85 | +11,559 | 18.45% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 72,021 | 2,273 | 0.02% | 0.01% | 86 | +40,636 | 129.48% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 70,298 | 2,219 | 0.12% | 0.01% | 87 | +64,098 | 1033.84% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 69,785 | 2,203 | 0.03% | 0.02% | 88 | +11,241 | 19.2% | Q1 2026 | May 05, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 62,497 | 1,973 | 0.85% | 0.3% | 89 | +41,427 | 196.62% | Q1 2026 | Apr 29, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 61,794 | 1,950 | 2.07% | 1.85% | 90 | +8,358 | 15.64% | Q1 2026 | Apr 10, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 60,224 | 1,901 | 0.26% | — | 91 | +60,224 | New | Q1 2026 | Apr 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 59,590 | 1,881 | 0.55% | 0.49% | 92 | +8,247 | 16.06% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 57,581 | 1,817 | 0.05% | 0.05% | 93 | -6,900 | -10.7% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 56,957 | 1,798 | 0.01% | 0.01% | 94 | +6,371 | 12.59% | Q1 2026 | Apr 29, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 56,841 | 1,794 | 0.34% | 0.36% | 95 | -2,395 | -4.04% | Q1 2026 | Apr 09, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 54,005 | 1,704 | 0.13% | 0.18% | 96 | -15,294 | -22.07% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 52,843 | 1,668 | 0.02% | 0.01% | 97 | +21,929 | 70.94% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Added to | 52,688 | 1,663 | 0.04% | 0.01% | 98 | +44,530 | 545.84% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | Added to | 52,542 | 1,658 | 0.16% | 0.12% | 99 | +13,921 | 36.05% | Q1 2026 | Apr 28, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 51,381 | 1,622 | 0.35% | 0.2% | 100 | +23,238 | 82.57% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,279 | 1,605 | 0.01% | 0.01% | 101 | +15,643 | 45.16% | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 50,600 | 1,597 | 0.66% | 0.65% | 102 | +103 | 0.2% | Q1 2026 | May 07, 2026 |
| Stablepoint Partners, LLC | History | Added to | 50,583 | 1,596 | 0.24% | 0.22% | 103 | +5,714 | 12.73% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 50,346 | 1,589 | 0.04% | 0.03% | 104 | +8,410 | 20.05% | Q1 2026 | May 15, 2026 |
| Evergreen Wealth Partners LLC | History | New | 49,240 | 1,554 | 1.19% | — | 105 | +49,240 | New | Q1 2026 | May 08, 2026 |
| Mendel Money Management | History | Added to | 48,254 | 1,523 | 0.64% | 0.61% | 106 | +2,925 | 6.45% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 48,119 | 1,519 | 0.02% | 0.02% | 107 | +6,836 | 16.56% | Q1 2026 | May 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 47,908 | 1,512 | 0.44% | 0.41% | 108 | +3,819 | 8.66% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Added to | 45,238 | 1,428 | 0.0% | 0.0% | 109 | +12,373 | 37.65% | Q1 2026 | May 13, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 44,695 | 1,411 | 0.46% | 0.48% | 110 | -1,711 | -3.69% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | Reduced | 40,676 | 1,405 | 0.35% | 0.41% | 111 | -10,220 | -20.08% | Q1 2026 | Apr 15, 2026 |
| Capital International Investors | History | Added to | 41,670 | 1,315 | 0.0% | 0.0% | 112 | +787 | 1.93% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,483 | 1,278 | 0.03% | 0.01% | 113 | +24,532 | 153.8% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 39,998 | 1,262 | 0.15% | 0.18% | 114 | -1,687 | -4.05% | Q1 2026 | Apr 21, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 37,989 | 1,199 | 0.57% | 0.56% | 115 | +1,257 | 3.42% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 37,274 | 1,176 | 0.02% | 0.02% | 116 | +3,096 | 9.06% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 36,052 | 1,137 | 0.02% | 0.01% | 117 | +20,306 | 128.96% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 35,271 | 1,113 | 0.44% | 0.27% | 118 | +14,596 | 70.6% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 34,208 | 1,079 | 0.03% | 0.03% | 119 | +2,635 | 8.35% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 33,760 | 1,065 | 0.05% | 0.04% | 120 | +8,841 | 35.48% | Q1 2026 | May 05, 2026 |
| Merited Wealth, LLC | History | Added to | 32,260 | 1,018 | 0.84% | 0.94% | 121 | +484 | 1.52% | Q1 2026 | Apr 24, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 31,450 | 992 | 0.76% | 0.51% | 122 | +10,100 | 47.31% | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 31,266 | 987 | 0.03% | 0.03% | 123 | +2,133 | 7.32% | Q1 2026 | May 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 31,130 | 982 | 0.57% | 0.53% | 124 | +2,817 | 9.95% | Q1 2026 | May 01, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 30,064 | 949 | 0.42% | — | 125 | +30,064 | New | Q1 2026 | May 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 29,686 | 937 | 0.13% | 0.13% | 126 | +3,482 | 13.29% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 28,494 | 909 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 28,594 | 902 | 0.0% | — | 128 | +28,594 | New | Q1 2026 | May 13, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 27,705 | 874 | 0.69% | 0.64% | 129 | +3,364 | 13.82% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 25,935 | 818 | 0.01% | 0.01% | 130 | +10,218 | 65.01% | Q1 2026 | Apr 27, 2026 |
| Clearview Wealth Management LLC | History | New | 25,443 | 803 | 0.57% | — | 131 | +25,443 | New | Q1 2026 | May 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 25,320 | 799 | 0.23% | — | 132 | +25,320 | New | Q1 2026 | May 14, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 23,638 | 746 | 0.11% | 0.11% | 134 | +1,518 | 6.86% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 23,638 | 746 | 0.08% | 0.08% | 133 | +1,052 | 4.66% | Q1 2026 | May 15, 2026 |
| Michael Brady & Co., LLC | History | Added to | 23,254 | 734 | 0.74% | 0.46% | 135 | +8,701 | 59.79% | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 22,158 | 699 | 0.35% | 0.17% | 136 | +2,516 | 12.81% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 22,012 | 694 | 0.03% | — | 137 | +22,012 | New | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 21,659 | 683 | 0.01% | — | 138 | +21,659 | New | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 21,449 | 677 | 0.01% | 0.01% | 139 | +980 | 4.79% | Q1 2026 | May 07, 2026 |
| Transcendent Capital Group LLC | History | Added to | 20,993 | 662 | 0.3% | 0.18% | 140 | +8,213 | 64.26% | Q1 2026 | Apr 27, 2026 |
| Beckerman Institutional, LLC | History | Added to | 20,321 | 641 | 0.34% | 0.24% | 141 | +7,163 | 54.44% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 19,946 | 629 | 0.04% | 0.03% | 142 | +5,126 | 34.59% | Q1 2026 | Apr 27, 2026 |
| Nova R Wealth, Inc. | History | Added to | 19,949 | 629 | 0.2% | 0.2% | 143 | +3,128 | 18.6% | Q1 2026 | Apr 17, 2026 |
| Saxony Capital Management, LLC | History | Added to | 19,601 | 618 | 0.36% | 0.36% | 144 | +946 | 5.07% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Added to | 18,970 | 598 | 0.01% | 0.01% | 145 | +836 | 4.61% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 18,575 | 586 | 0.03% | 0.02% | 146 | +4,300 | 30.12% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,208 | 574 | 0.0% | 0.0% | 147 | -4,378 | -19.38% | Q1 2026 | May 05, 2026 |
| MOTCO | History | New | 18,178 | 573 | 0.05% | — | 148 | +18,178 | New | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,127 | 572 | 0.01% | 0.01% | 149 | +10,500 | 137.67% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,821 | 569 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 16,605 | 567 | 0.01% | — | 151 | +16,605 | New | Q1 2026 | May 01, 2026 |
| ERn Financial, LLC | History | Added to | 17,789 | 561 | 0.11% | 0.06% | 152 | +7,082 | 66.14% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 17,148 | 547 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 15,189 | 529 | 0.04% | 0.04% | 154 | +330 | 2.22% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 16,438 | 518 | 0.0% | 0.0% | 155 | +3,437 | 26.44% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | Added to | 16,394 | 517 | 0.08% | 0.07% | 156 | +2,512 | 18.1% | Q1 2026 | May 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,350 | 516 | 0.01% | 0.01% | 157 | +1,000 | 6.51% | Q1 2026 | May 08, 2026 |
| Financial Partners Group, Inc | History | New | 15,956 | 503 | 0.06% | — | 158 | +15,956 | New | Q1 2026 | Apr 10, 2026 |
| BNB Wealth Management, LLC | History | Added to | 15,276 | 482 | 0.31% | 0.27% | 159 | +2,257 | 17.34% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 14,739 | 465 | 0.04% | 0.18% | 160 | -58,954 | -80.0% | Q1 2026 | Apr 08, 2026 |
| TOWLE & CO | History | New | 14,544 | 459 | 0.18% | — | 161 | +14,544 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 14,419 | 455 | 0.03% | 0.02% | 162 | +4,277 | 42.17% | Q1 2026 | May 05, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 14,358 | 453 | 0.11% | 0.07% | 163 | +6,407 | 80.58% | Q1 2026 | May 07, 2026 |
| Junk Investment Group, LLC | History | New | 13,528 | 427 | 0.22% | — | 164 | +13,528 | New | Q1 2026 | May 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 12,504 | 394 | 0.06% | 0.06% | 165 | +1,344 | 12.04% | Q1 2026 | Apr 29, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 12,026 | 379 | 0.19% | 0.18% | 166 | +750 | 6.65% | Q1 2026 | Apr 21, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 11,985 | 378 | 0.09% | 0.09% | 167 | -34 | -0.28% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Management, Inc. | History | Added to | 11,840 | 373 | 0.13% | 0.12% | 168 | +826 | 7.5% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | New | 11,383 | 359 | 0.02% | — | 170 | +11,383 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,379 | 359 | 0.01% | 0.0% | 169 | +4,667 | 69.53% | Q1 2026 | Apr 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,563 | 333 | 0.03% | 0.04% | 171 | +1,045 | 10.98% | Q1 2026 | May 12, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 10,386 | 327 | 0.17% | 0.12% | 172 | +3,158 | 43.69% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 9,868 | 311 | 0.11% | 0.11% | 173 | +935 | 10.47% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 9,720 | 306 | 0.01% | — | 174 | +9,720 | New | Q1 2026 | May 15, 2026 |
| Vantus Wealth LLC | History | No change | 9,395 | 299 | 0.22% | 0.22% | 175 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | New | 8,933 | 282 | 0.0% | — | 178 | +8,933 | New | Q1 2026 | Apr 22, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 8,947 | 282 | 0.04% | 0.03% | 177 | +1,401 | 18.57% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | No change | 8,962 | 282 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | New | 8,613 | 271 | 0.01% | — | 181 | +8,613 | New | Q1 2026 | May 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 8,612 | 271 | 0.08% | — | 180 | +8,612 | New | Q1 2026 | Apr 28, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 8,595 | 271 | 0.15% | 0.15% | 179 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HRT FINANCIAL LP | History | New | 8,571 | 270 | 0.0% | — | 182 | +8,571 | New | Q1 2026 | May 14, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 8,381 | 264 | 0.2% | — | 183 | +8,381 | New | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 8,232 | 259 | 0.25% | 0.12% | 184 | +4,305 | 109.63% | Q1 2026 | May 05, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 7,882 | 248 | 0.14% | 0.18% | 185 | -4,039 | -33.88% | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,505 | 239 | 0.02% | 0.02% | 186 | -25 | -0.33% | Q1 2026 | May 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7,570 | 238 | 0.02% | 0.01% | 187 | +3,861 | 104.1% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,401 | 233 | 0.0% | — | 188 | +7,401 | New | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | New | 7,194 | 227 | 0.0% | — | 189 | +7,194 | New | Q1 2026 | Apr 10, 2026 |
| Visionary Wealth Advisors | History | New | 7,175 | 226 | 0.01% | — | 190 | +7,175 | New | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | New | 7,155 | 225 | 0.02% | — | 191 | +7,155 | New | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 7,073 | 223 | 0.04% | 0.04% | 192 | -20 | -0.28% | Q1 2026 | Apr 16, 2026 |
| Betterment LLC | History | New | 6,997 | 221 | 0.0% | — | 193 | +6,997 | New | Q1 2026 | May 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 6,359 | 200 | 0.07% | 0.08% | 194 | -361 | -5.37% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,031 | 158 | 0.01% | 0.01% | 196 | +2,243 | 80.45% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,012 | 158 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| COMERICA BANK | History | No change | 4,915 | 156 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,732 | 119 | 0.0% | 0.0% | 198 | +2,805 | 302.59% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,251 | 71 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | New | 2,100 | 66 | 0.03% | — | 200 | +2,100 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,127 | 34 | 0.0% | 0.0% | 201 | -2,346 | -67.55% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 748 | 23 | 0.0% | 0.0% | 202 | +106 | 16.51% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | No change | 574 | 18 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 550 | 17 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 478 | 15 | 0.0% | 0.0% | 206 | +344 | 256.72% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 477 | 15 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | Added to | 422 | 13 | 0.0% | 0.0% | 207 | +274 | 185.14% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 283 | 8 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | No change | 201 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 160 | 5 | 0.0% | — | 211 | +160 | New | Q1 2026 | May 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 150 | 5 | 0.0% | — | 210 | +150 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | New | 154 | 4 | 0.0% | — | 214 | +154 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 151 | 4 | 0.0% | — | 212 | +137 | 978.57% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 146 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 104 | 3 | 0.0% | 0.0% | 216 | -384 | -78.69% | Q1 2026 | Apr 17, 2026 |
| Financial Life Planners | History | New | 108 | 3 | 0.0% | — | 218 | +108 | New | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 105 | 3 | 0.0% | — | 217 | +105 | New | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 125 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 59 | 1 | 0.0% | — | 222 | +59 | New | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | No change | 51 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 33 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 33 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -242,976 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -29,899 | -100.0% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.64% | — | -24,341 | -100.0% | Q1 2026 | May 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,046 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,921 | -100.0% | Q1 2026 | May 01, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.19% | — | -9,565 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,681 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,070 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | Apr 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| RHL GROUP, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -10 | -30.3% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |