Capital Group Core Equity ETF - CGUS
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.
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| 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 | 28,053,759 | 1,077,825 | 0.29% | 0.26% | 1 | +4,319,582 | 18.2% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,947,010 | 535,844 | 0.14% | 0.14% | 2 | +2,416,294 | 20.96% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,803,989 | 338,249 | 0.1% | 0.09% | 3 | +1,495,738 | 20.47% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,801,326 | 292,459 | 0.14% | 0.15% | 4 | +1,652,180 | 26.87% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,880,192 | 264,336 | 0.05% | 0.04% | 5 | +1,601,966 | 30.35% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 6,553,093 | 251,769 | 0.02% | 0.02% | 6 | -162,406 | -2.42% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 6,314,257 | 242,593 | 0.26% | 0.26% | 7 | +373,840 | 6.29% | Q1 2026 | May 13, 2026 |
| Capital International Investors | History | Added to | 6,049,852 | 232,435 | 0.05% | 0.04% | 8 | +3,047 | 0.05% | Q1 2026 | May 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 5,098,451 | 195,882 | 3.3% | 3.01% | 9 | +398,351 | 8.48% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,513,180 | 173,396 | 0.11% | 0.11% | 10 | +188,400 | 4.36% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,252,916 | 163,397 | 0.23% | 0.21% | 11 | +319,719 | 8.13% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,126,028 | 120,102 | 0.31% | 0.29% | 12 | +363,415 | 13.15% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,960,209 | 113,731 | 0.32% | 0.34% | 13 | -482,902 | -14.03% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,753,949 | 105,804 | 1.05% | 0.33% | 14 | +2,022,431 | 276.47% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,510,189 | 96,442 | 0.02% | 0.01% | 15 | +251,825 | 11.15% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,346,850 | 90,166 | 0.08% | 0.08% | 16 | +336,992 | 16.77% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,307,167 | 88,641 | 0.66% | 0.71% | 17 | +113,782 | 5.19% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,116,973 | 81,334 | 0.38% | 0.38% | 18 | +115,820 | 5.79% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,104,783 | 80,873 | 0.12% | 0.13% | 19 | -50,503 | -2.34% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,790,838 | 68,795 | 0.12% | 0.14% | 20 | +21,985 | 1.24% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,696,127 | 65,165 | 0.01% | 0.01% | 21 | +120,891 | 7.67% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,333,129 | 51,218 | 0.61% | 0.33% | 22 | +668,137 | 100.47% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 1,323,220 | 50,838 | 0.1% | 0.1% | 23 | +153,080 | 13.08% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 1,279,570 | 49,228 | 0.24% | 0.25% | 24 | +101,003 | 8.57% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,281,194 | 49,223 | 0.08% | 0.08% | 25 | +80,587 | 6.71% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,235,564 | 47,470 | 0.04% | 0.04% | 26 | +166,798 | 15.61% | Q1 2026 | May 12, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 1,053,091 | 40,459 | 12.98% | 13.55% | 27 | +77,383 | 7.93% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,029,931 | 39,569 | 0.15% | 0.15% | 28 | +117,740 | 12.91% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 1,029,237 | 39,543 | 0.95% | 1.19% | 29 | -110,951 | -9.73% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,012,598 | 38,904 | 0.1% | 0.07% | 30 | +252,275 | 33.18% | Q1 2026 | Apr 22, 2026 |
| Souders Financial Advisors | History | Added to | 996,057 | 38,268 | 4.37% | 4.45% | 31 | +29,518 | 3.05% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 977,976 | 37,573 | 0.0% | 0.0% | 32 | +146,738 | 17.65% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 939,142 | 36,081 | 2.64% | 2.35% | 33 | +81,057 | 9.45% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 663,333 | 26,583 | 0.17% | 0.05% | 34 | +468,150 | 239.85% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Added to | 690,410 | 26,525 | 1.08% | 0.94% | 35 | +30,635 | 4.64% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 623,810 | 23,966 | 0.27% | 0.28% | 36 | +113,591 | 22.26% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 598,699 | 23,002 | 0.96% | — | 37 | +598,699 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 588,581 | 22,613 | 0.06% | 0.07% | 38 | -13,625 | -2.26% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 559,108 | 21,480 | 0.13% | 0.12% | 39 | +89,831 | 19.14% | Q1 2026 | May 05, 2026 |
| AA Financial Advisors, LLC | History | Added to | 536,231 | 20,601 | 2.9% | 3.16% | 40 | +111,851 | 26.36% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 523,034 | 20,251 | 0.04% | 0.04% | 41 | -177,166 | -25.3% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 495,894 | 19,052 | 0.58% | 0.69% | 42 | +30,530 | 6.56% | Q1 2026 | May 15, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 482,381 | 18,533 | 6.88% | 11.16% | 43 | -252,295 | -34.34% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 479,677 | 18,429 | 0.1% | 0.13% | 44 | +23,033 | 5.04% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 477,304 | 18,338 | 0.03% | 0.0% | 45 | +471,148 | 7653.48% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 465,073 | 17,868 | 0.15% | 0.13% | 46 | +22,884 | 5.18% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 458,910 | 17,631 | 0.27% | 0.41% | 47 | -46,329 | -9.17% | Q1 2026 | May 15, 2026 |
| Forge Financial Services LLC | History | Reduced | 435,527 | 16,733 | 1.69% | 7.56% | 48 | -3,807 | -0.87% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 424,179 | 16,296 | 0.5% | 0.56% | 49 | -34,494 | -7.52% | Q1 2026 | May 13, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 422,910 | 16,248 | 7.18% | 7.31% | 50 | +28,186 | 7.14% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 422,818 | 16,244 | 0.34% | 0.37% | 51 | +12,037 | 2.93% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | New | 416,283 | 15,993 | 0.17% | — | 52 | +416,283 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 411,277 | 15,353 | 0.0% | 0.0% | 53 | +99,779 | 32.03% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 394,659 | 15,162 | 0.19% | 0.14% | 54 | +121,004 | 44.22% | Q1 2026 | Apr 28, 2026 |
| Burford Brothers, Inc. | History | Added to | 365,474 | 14,041 | 5.76% | 5.89% | 55 | +11,056 | 3.12% | Q1 2026 | Apr 27, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 356,156 | 13,683 | 2.84% | 2.93% | 56 | +26,240 | 7.95% | Q1 2026 | May 14, 2026 |
| Entruity Wealth, LLC | History | Added to | 346,342 | 13,306 | 9.03% | 9.49% | 57 | +15,428 | 4.66% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 335,328 | 12,883 | 0.19% | 0.18% | 58 | +43,701 | 14.99% | Q1 2026 | May 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 333,002 | 12,800 | 2.88% | 2.56% | 59 | +60,823 | 22.35% | Q1 2026 | May 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 331,958 | 12,753 | 0.74% | 0.75% | 60 | +16,918 | 5.37% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 316,940 | 12,176 | 0.26% | 0.19% | 61 | +94,419 | 42.43% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 312,421 | 12,003 | 0.02% | 0.01% | 62 | +47,356 | 17.87% | Q1 2026 | Apr 27, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 305,373 | 11,732 | 9.48% | 9.69% | 63 | +15,596 | 5.38% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 299,069 | 11,490 | 0.02% | 0.01% | 64 | +67,634 | 29.22% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 295,487 | 11,352 | 0.18% | 0.16% | 65 | +69,005 | 30.47% | Q1 2026 | Apr 22, 2026 |
| Michael Brady & Co., LLC | History | Added to | 294,009 | 11,295 | 11.35% | 11.68% | 66 | +2,985 | 1.03% | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 287,149 | 11,032 | 0.52% | 0.55% | 67 | +4,068 | 1.44% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 280,091 | 10,761 | 0.2% | 0.15% | 68 | +68,105 | 32.13% | Q1 2026 | May 07, 2026 |
| Challenger Wealth Management | History | No change | 266,468 | 10,720 | 8.18% | 8.18% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 255,383 | 9,811 | 0.55% | 0.57% | 70 | +4,332 | 1.73% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 247,693 | 9,516 | 0.38% | 0.4% | 71 | -7,552 | -2.96% | Q1 2026 | Apr 13, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 243,334 | 9,348 | 6.17% | 6.88% | 72 | -646 | -0.26% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 215,805 | 8,746 | 0.49% | 0.42% | 73 | +36,702 | 20.49% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 224,826 | 8,637 | 0.21% | 0.25% | 74 | -27,035 | -10.73% | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 230,295 | 8,596 | 0.31% | 0.32% | 75 | +19,667 | 9.34% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 217,991 | 8,375 | 0.53% | 0.59% | 76 | -3,114 | -1.41% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 212,774 | 8,174 | 0.05% | 0.03% | 77 | -3,285 | -1.52% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 211,699 | 8,133 | 0.32% | 0.2% | 78 | +165,990 | 363.15% | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 179,160 | 7,705 | 4.51% | 0.71% | 79 | +153,646 | 602.2% | Q1 2026 | May 11, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 194,228 | 7,462 | 5.05% | 5.37% | 80 | +5,062 | 2.68% | Q1 2026 | May 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 194,150 | 7,459 | 0.24% | 0.27% | 81 | +2,255 | 1.18% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 191,778 | 7,368 | 0.08% | 0.06% | 82 | +49,630 | 34.91% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 190,590 | 7,322 | 0.13% | 0.17% | 83 | -28,330 | -12.94% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 190,510 | 7,319 | 0.01% | 0.01% | 84 | -3,149 | -1.63% | Q1 2026 | May 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 168,809 | 7,184 | 0.56% | 0.52% | 85 | +18,288 | 12.15% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 178,623 | 6,862 | 0.05% | 0.08% | 86 | +17,234 | 10.68% | Q1 2026 | May 15, 2026 |
| Compton Financial Group, LLC | History | Added to | 177,465 | 6,818 | 1.51% | 0.06% | 87 | +170,524 | 2456.76% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 169,303 | 6,504 | 0.02% | 0.02% | 88 | +2,866 | 1.72% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 168,276 | 6,465 | 0.39% | 0.35% | 89 | +20,644 | 13.98% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 162,379 | 6,238 | 0.14% | 0.14% | 90 | +15,756 | 10.75% | Q1 2026 | May 04, 2026 |
| Aspire Growth Partners LLC | History | Added to | 161,600 | 6,208 | 4.26% | 3.95% | 91 | +20,506 | 14.53% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 160,247 | 6,156 | 0.37% | 0.39% | 92 | +6,103 | 3.96% | Q1 2026 | Apr 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 157,577 | 6,054 | 0.46% | 0.42% | 93 | +28,896 | 22.46% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 155,069 | 5,957 | 0.12% | 0.13% | 94 | -3,371 | -2.13% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 154,893 | 5,951 | 0.22% | 0.23% | 95 | +29,131 | 23.16% | Q1 2026 | May 19, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 150,545 | 5,784 | 0.27% | 0.27% | 96 | +5,052 | 3.47% | Q1 2026 | May 18, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 144,007 | 5,532 | 2.62% | 2.45% | 97 | +15,607 | 12.15% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 139,383 | 5,355 | 0.26% | 0.26% | 98 | +4,117 | 3.04% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 139,125 | 5,345 | 0.03% | 0.03% | 99 | +23,366 | 20.19% | Q1 2026 | May 05, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 136,077 | 5,228 | 3.36% | 3.67% | 100 | -5,490 | -3.88% | Q1 2026 | May 13, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 131,604 | 5,056 | 2.3% | 2.4% | 101 | -185 | -0.14% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 130,684 | 5,020 | 0.05% | 0.09% | 102 | -66,201 | -33.62% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 129,715 | 4,983 | 0.07% | 0.06% | 103 | +20,179 | 18.42% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 128,511 | 4,937 | 0.04% | 0.04% | 104 | +14,894 | 13.11% | Q1 2026 | Apr 07, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 124,114 | 4,779 | 3.67% | 3.71% | 105 | -433 | -0.35% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 121,677 | 4,674 | 0.0% | — | 106 | +121,677 | New | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 121,349 | 4,662 | 0.34% | 0.38% | 107 | -2,355 | -1.9% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 120,911 | 4,645 | 0.33% | 0.16% | 108 | +91,799 | 315.33% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 120,762 | 4,639 | 0.26% | 0.28% | 109 | +270 | 0.22% | Q1 2026 | Apr 28, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 118,175 | 4,540 | 0.36% | 0.36% | 110 | +3,926 | 3.44% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 117,269 | 4,505 | 0.06% | 0.06% | 111 | +3,441 | 3.02% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 111,267 | 4,274 | 0.13% | 0.14% | 112 | +1,733 | 1.58% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 109,791 | 4,218 | 0.07% | 0.06% | 113 | +12,790 | 13.19% | Q1 2026 | Apr 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 109,401 | 4,203 | 0.4% | 0.46% | 114 | -5,207 | -4.54% | Q1 2026 | Apr 22, 2026 |
| G&S Capital LLC | History | Added to | 108,972 | 4,186 | 1.47% | 1.49% | 115 | +4,361 | 4.17% | Q1 2026 | Apr 07, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 108,267 | 4,159 | 3.57% | 3.9% | 116 | -1,341 | -1.22% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 108,139 | 4,154 | 0.0% | 0.0% | 117 | +33,303 | 44.5% | Q1 2026 | May 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 107,304 | 4,122 | 1.86% | 1.74% | 118 | +11,936 | 12.52% | Q1 2026 | Apr 24, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 99,800 | 3,834 | 1.4% | 1.38% | 119 | +4,230 | 4.43% | Q1 2026 | May 11, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 99,424 | 3,819 | 4.05% | 4.0% | 120 | +5,920 | 6.33% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Added to | 99,085 | 3,806 | 0.06% | 0.06% | 121 | +12,133 | 13.95% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 98,543 | 3,786 | 0.06% | 0.06% | 122 | +12,040 | 13.92% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 97,067 | 3,729 | 0.23% | 0.23% | 123 | +10,064 | 11.57% | Q1 2026 | Apr 27, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 96,768 | 3,717 | 1.62% | 1.9% | 124 | +1,010 | 1.05% | Q1 2026 | Apr 24, 2026 |
| Venture Visionary Partners LLC | History | Added to | 95,723 | 3,677 | 0.12% | 0.12% | 125 | +6,214 | 6.94% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 91,174 | 3,667 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 93,974 | 3,610 | 0.32% | 0.37% | 127 | +14,857 | 18.78% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 93,798 | 3,603 | 0.08% | 0.09% | 128 | -5,279 | -5.33% | Q1 2026 | May 15, 2026 |
| Capital Management Associates, Inc | History | No change | 93,670 | 3,598 | 0.81% | 0.83% | 129 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 88,755 | 3,417 | 0.98% | 1.46% | 130 | -38,227 | -30.1% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 86,570 | 3,326 | 0.11% | 0.08% | 131 | +5,745 | 7.11% | Q1 2026 | Apr 23, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 85,802 | 3,296 | 2.6% | 2.38% | 132 | +14,235 | 19.89% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 84,842 | 3,259 | 0.0% | 0.0% | 133 | -52,870 | -38.39% | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 84,179 | 3,234 | 1.53% | 1.5% | 134 | +10,400 | 14.1% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 82,609 | 3,173 | 0.04% | 0.02% | 135 | +41,833 | 102.59% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 81,522 | 3,132 | 0.02% | 0.01% | 136 | +14,883 | 22.33% | Q1 2026 | May 08, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 81,070 | 3,114 | 2.06% | 2.2% | 137 | +685 | 0.85% | Q1 2026 | Apr 08, 2026 |
| WJ Wealth Management, LLC | History | New | 80,860 | 3,106 | 1.45% | — | 138 | +80,860 | New | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 80,285 | 3,084 | 0.04% | 0.03% | 139 | +9,184 | 12.92% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 78,045 | 3,003 | 0.21% | 0.18% | 140 | +16,684 | 27.19% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76,229 | 2,948 | 0.03% | 0.03% | 141 | +9,558 | 14.34% | Q1 2026 | Apr 07, 2026 |
| LongView Wealth Management | History | Reduced | 69,496 | 2,879 | 0.72% | 0.71% | 142 | -1,815 | -2.55% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 74,637 | 2,867 | 0.06% | 0.06% | 143 | +142 | 0.19% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 73,952 | 2,841 | 0.03% | 0.02% | 144 | +25,128 | 51.47% | Q1 2026 | May 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 70,120 | 2,694 | 0.36% | 0.37% | 145 | +6,988 | 11.07% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 69,832 | 2,682 | 0.0% | — | 146 | +69,832 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 63,387 | 2,677 | 0.05% | 0.02% | 147 | +54,175 | 588.09% | Q1 2026 | May 01, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 69,514 | 2,670 | 1.11% | 1.28% | 148 | -2,810 | -3.89% | Q1 2026 | May 06, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 69,360 | 2,664 | 0.85% | 0.82% | 149 | +4,159 | 6.38% | Q1 2026 | Apr 17, 2026 |
| Latitude Advisors, LLC | History | Added to | 69,295 | 2,662 | 1.22% | 1.08% | 150 | +8,064 | 13.17% | Q1 2026 | Apr 27, 2026 |
| Olistico Wealth, LLC | History | No change | 68,288 | 2,623 | 1.29% | 1.34% | 151 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 66,281 | 2,546 | 0.0% | 0.0% | 152 | +837 | 1.28% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 65,716 | 2,530 | 0.03% | 0.03% | 153 | -261 | -0.4% | Q1 2026 | May 12, 2026 |
| Merited Wealth, LLC | History | Reduced | 64,624 | 2,482 | 2.06% | 2.51% | 154 | -2,767 | -4.11% | Q1 2026 | Apr 24, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 64,500 | 2,478 | 0.97% | 0.94% | 155 | +4,370 | 7.27% | Q1 2026 | Apr 21, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 64,265 | 2,469 | 0.37% | 0.37% | 157 | +3,602 | 5.94% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 64,265 | 2,469 | 0.25% | 0.27% | 156 | +2,052 | 3.3% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 63,813 | 2,451 | 0.97% | 1.0% | 158 | +3,026 | 4.98% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 60,976 | 2,342 | 0.02% | 0.02% | 159 | -353 | -0.58% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 60,925 | 2,340 | 0.08% | 0.09% | 160 | -537 | -0.87% | Q1 2026 | May 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 60,507 | 2,324 | 0.29% | 0.45% | 161 | +1,300 | 2.2% | Q1 2026 | May 18, 2026 |
| NORDEN GROUP LLC | History | Added to | 56,890 | 2,185 | 0.21% | 0.21% | 162 | +4,380 | 8.34% | Q1 2026 | Apr 15, 2026 |
| Affiance Financial, LLC | History | Reduced | 56,803 | 2,182 | 0.35% | 0.58% | 163 | -32,765 | -36.58% | Q1 2026 | Apr 14, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 56,316 | 2,163 | 0.7% | 0.81% | 164 | -6,285 | -10.04% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Management, Inc. | History | Added to | 56,136 | 2,156 | 0.74% | 0.68% | 165 | +7,540 | 15.52% | Q1 2026 | Apr 22, 2026 |
| Lantz Financial LLC | History | Added to | 54,685 | 2,101 | 0.43% | 0.42% | 166 | +4,999 | 10.06% | Q1 2026 | Apr 09, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 52,838 | 2,030 | 0.38% | 0.27% | 167 | +16,763 | 46.47% | Q1 2026 | Apr 08, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 51,748 | 1,988 | 0.08% | 0.08% | 168 | +2,767 | 5.65% | Q1 2026 | May 07, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 49,688 | 1,908 | 0.81% | 0.85% | 169 | +3,809 | 8.3% | Q1 2026 | Apr 13, 2026 |
| RFG Advisory, LLC | History | Added to | 49,114 | 1,886 | 0.03% | 0.04% | 170 | +2,730 | 5.89% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 48,153 | 1,850 | 0.1% | 0.1% | 171 | +2,062 | 4.47% | Q1 2026 | Apr 15, 2026 |
| Vantus Wealth LLC | History | No change | 45,468 | 1,829 | 1.35% | 1.35% | 172 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | No change | 47,500 | 1,824 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 47,322 | 1,818 | 0.02% | 0.01% | 174 | +9,772 | 26.02% | Q1 2026 | May 08, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 47,114 | 1,810 | 0.22% | 0.21% | 175 | +4,228 | 9.86% | Q1 2026 | Apr 23, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 47,064 | 1,808 | 0.42% | 0.43% | 176 | +408 | 0.87% | Q1 2026 | Apr 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 46,828 | 1,799 | 0.13% | 0.13% | 177 | +371 | 0.8% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 45,327 | 1,741 | 0.07% | 0.08% | 178 | -6,296 | -12.2% | Q1 2026 | May 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 45,175 | 1,735 | 0.25% | 0.25% | 179 | +2,185 | 5.08% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 44,847 | 1,727 | 0.02% | 0.02% | 180 | +9,080 | 25.39% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 42,338 | 1,650 | 0.46% | 0.5% | 181 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 40,657 | 1,565 | 0.13% | 0.07% | 182 | +20,377 | 100.48% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 38,309 | 1,541 | 0.27% | 0.27% | 183 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 40,061 | 1,539 | 0.04% | 0.05% | 184 | -400 | -0.99% | Q1 2026 | May 14, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 39,992 | 1,536 | 0.39% | 0.43% | 185 | +397 | 1.0% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 39,770 | 1,527 | 0.16% | 0.18% | 186 | -819 | -2.02% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 39,500 | 1,517 | 0.0% | — | 187 | +39,500 | New | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 39,483 | 1,516 | 0.57% | — | 189 | +39,483 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 39,483 | 1,516 | 0.57% | 0.53% | 188 | +5,616 | 16.58% | Q1 2026 | Apr 23, 2026 |
| Richmond Investment Services, LLC | History | Added to | 39,427 | 1,514 | 0.24% | 0.25% | 190 | +3,992 | 11.27% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 39,258 | 1,508 | 0.0% | 0.0% | 191 | +4,230 | 12.08% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 34,747 | 1,502 | 0.04% | 0.12% | 192 | -33,587 | -49.15% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 38,507 | 1,479 | 0.04% | 0.04% | 193 | +2,780 | 7.78% | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 37,939 | 1,457 | 0.28% | 0.26% | 194 | +5,434 | 16.72% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Added to | 37,355 | 1,435 | 0.11% | 0.1% | 195 | +4,492 | 13.67% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | Added to | 37,273 | 1,432 | 0.43% | 0.44% | 196 | +1,797 | 5.07% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 36,889 | 1,417 | 0.1% | 0.08% | 197 | +8,502 | 29.95% | Q1 2026 | May 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 35,198 | 1,416 | 0.11% | 0.11% | 198 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 36,626 | 1,407 | 0.39% | 4.16% | 199 | -318,401 | -89.68% | Q1 2026 | Apr 23, 2026 |
| Security Financial Services, INC. | History | No change | 33,828 | 1,360 | 0.21% | 0.21% | 200 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 35,350 | 1,358 | 0.01% | 0.01% | 201 | +5,132 | 16.98% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 35,255 | 1,354 | 0.01% | 0.01% | 202 | +1,050 | 3.07% | Q1 2026 | May 13, 2026 |
| Lincoln Capital LLC | History | Reduced | 34,996 | 1,342 | 0.25% | 0.26% | 203 | -1,069 | -2.96% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 34,373 | 1,320 | 0.02% | 0.02% | 204 | +2,805 | 8.89% | Q1 2026 | Apr 23, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 34,054 | 1,308 | 0.29% | 0.26% | 205 | +4,429 | 14.95% | Q1 2026 | Apr 30, 2026 |
| Bill Few Associates, Inc. | History | Added to | 33,695 | 1,294 | 0.31% | 0.29% | 206 | +4,212 | 14.29% | Q1 2026 | Apr 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 33,011 | 1,268 | 0.14% | 0.15% | 207 | +153 | 0.47% | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 32,806 | 1,260 | 0.07% | 0.07% | 208 | +3,463 | 11.8% | Q1 2026 | May 13, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 30,997 | 1,190 | 0.17% | 0.14% | 209 | +4,852 | 18.56% | Q1 2026 | May 01, 2026 |
| RM Financial Services, LLC | History | Reduced | 30,687 | 1,179 | 1.02% | 1.1% | 210 | -283 | -0.91% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 30,543 | 1,173 | 0.1% | 0.09% | 211 | +6,239 | 25.67% | Q1 2026 | Apr 30, 2026 |
| Advisor OS, LLC | History | Added to | 29,759 | 1,143 | 0.08% | 0.09% | 212 | +1,929 | 6.93% | Q1 2026 | May 07, 2026 |
| Balentine LLC | History | No change | 29,107 | 1,118 | 0.05% | 0.04% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Reduced | 28,994 | 1,113 | 0.0% | 0.0% | 214 | -120 | -0.41% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 28,707 | 1,102 | 0.05% | 0.05% | 215 | +3,789 | 15.21% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 27,407 | 1,052 | 0.03% | 0.03% | 216 | +882 | 3.33% | Q1 2026 | Apr 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 27,344 | 1,050 | 0.11% | 0.13% | 217 | +2,408 | 9.66% | Q1 2026 | Apr 23, 2026 |
| M Holdings Securities, Inc. | History | Added to | 26,933 | 1,045 | 0.07% | 0.07% | 218 | +1,147 | 4.45% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 26,868 | 1,032 | 0.0% | 0.0% | 219 | -1,612 | -5.66% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 26,787 | 1,029 | 0.05% | 0.05% | 220 | +1,800 | 7.2% | Q1 2026 | May 13, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 26,103 | 1,002 | 0.68% | 0.66% | 221 | +2,719 | 11.63% | Q1 2026 | Apr 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 25,916 | 995 | 0.04% | 0.04% | 222 | +1,090 | 4.39% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 25,463 | 978 | 0.0% | 0.0% | 223 | +24,387 | 2266.45% | Q1 2026 | May 01, 2026 |
| Owen LaRue, LLC | History | Added to | 25,290 | 971 | 0.37% | 0.37% | 224 | +1,247 | 5.19% | Q1 2026 | Apr 30, 2026 |
| NWF Advisory Services Inc. | History | Added to | 25,049 | 962 | 0.11% | 0.1% | 225 | +1,771 | 7.61% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 24,915 | 957 | 0.02% | 0.02% | 226 | -583 | -2.29% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 24,519 | 942 | 0.03% | 0.03% | 227 | +7,298 | 42.38% | Q1 2026 | May 14, 2026 |
| PCG Wealth Advisors, LLC | History | New | 24,197 | 929 | 0.23% | — | 228 | +24,197 | New | Q1 2026 | Apr 28, 2026 |
| Wealth Science Advisors LLC | History | No change | 23,018 | 926 | 0.52% | 0.53% | 229 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 23,496 | 902 | 0.57% | 0.64% | 230 | +62 | 0.26% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 23,435 | 900 | 0.05% | 0.04% | 231 | +3,250 | 16.1% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 23,132 | 888 | 0.0% | 0.0% | 232 | +13,228 | 133.56% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 22,764 | 874 | 0.0% | 0.0% | 233 | -3,408 | -13.02% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 22,125 | 850 | 0.01% | 0.01% | 234 | +10,000 | 82.47% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,785 | 836 | 0.0% | 0.0% | 235 | +442 | 2.07% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 20,461 | 823 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CVFG LLC | History | Added to | 20,524 | 788 | 0.1% | 0.5% | 237 | +2,517 | 13.98% | Q1 2026 | Apr 29, 2026 |
| Sun Financial Inc | History | Added to | 17,705 | 778 | 0.39% | 0.37% | 238 | +1,158 | 7.0% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 19,932 | 765 | 0.08% | 0.05% | 239 | +9,124 | 84.42% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 19,856 | 762 | 0.04% | 0.04% | 240 | +1,298 | 6.99% | Q1 2026 | Apr 30, 2026 |
| Rather & Kittrell, Inc. | History | No change | 19,330 | 742 | 0.11% | 0.13% | 241 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 18,902 | 731 | 0.05% | 0.06% | 242 | -1,706 | -8.28% | Q1 2026 | May 01, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,718 | 719 | 0.05% | 0.06% | 243 | +541 | 2.98% | Q1 2026 | Apr 30, 2026 |
| Smith Thornton Advisors LLC | History | No change | 18,389 | 706 | 0.36% | 0.38% | 244 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CLG LLC | History | Added to | 18,340 | 704 | 0.17% | 0.16% | 245 | +2,338 | 14.61% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 17,601 | 676 | 0.0% | 0.0% | 246 | +8,508 | 93.57% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 17,306 | 665 | 0.02% | 0.02% | 247 | -639 | -3.56% | Q1 2026 | Apr 21, 2026 |
| TKG Advisors, LLC | History | Added to | 17,273 | 663 | 0.27% | 0.27% | 248 | +698 | 4.21% | Q1 2026 | Apr 24, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 17,013 | 653 | 0.15% | 0.17% | 249 | -906 | -5.06% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,925 | 650 | 0.01% | 0.01% | 250 | +2,387 | 16.42% | Q1 2026 | Apr 10, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 16,806 | 645 | 0.22% | 0.25% | 251 | -200 | -1.18% | Q1 2026 | Apr 21, 2026 |
| Platt Wealth Management LLC | History | No change | 16,783 | 644 | 0.63% | 0.67% | 252 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 16,378 | 629 | 0.13% | 0.13% | 253 | +1,019 | 6.63% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Added to | 16,158 | 620 | 0.04% | 0.03% | 254 | +2,464 | 17.99% | Q1 2026 | May 04, 2026 |
| Advance Capital Management, Inc. | History | No change | 16,115 | 619 | 0.02% | 0.03% | 255 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Reduced | 15,720 | 603 | 0.05% | 0.08% | 256 | -6,124 | -28.04% | Q1 2026 | May 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 15,697 | 603 | 0.13% | 0.13% | 257 | +872 | 5.88% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 15,621 | 600 | 0.03% | 0.04% | 258 | -2,319 | -12.93% | Q1 2026 | Apr 17, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 15,550 | 598 | 0.08% | 0.09% | 259 | -1,200 | -7.16% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 15,474 | 594 | 0.02% | 0.02% | 260 | +8 | 0.05% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | New | 14,900 | 572 | 0.01% | — | 262 | +14,900 | New | Q1 2026 | May 15, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 14,912 | 572 | 0.29% | 0.28% | 261 | +1,931 | 14.88% | Q1 2026 | May 13, 2026 |
| tru Independence LLC | History | Added to | 14,869 | 571 | 0.28% | 0.14% | 263 | +1,391 | 10.32% | Q1 2026 | Apr 22, 2026 |
| Faithward Advisors, LLC | History | Reduced | 14,787 | 568 | 0.08% | 0.09% | 264 | -1,284 | -7.99% | Q1 2026 | Apr 17, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 14,697 | 564 | 0.11% | 0.14% | 265 | -3,029 | -17.09% | Q1 2026 | Apr 07, 2026 |
| Capital Research Global Investors | History | New | 14,514 | 557 | 0.0% | — | 266 | +14,514 | New | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Reduced | 14,462 | 555 | 0.02% | 0.02% | 267 | -648 | -4.29% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 14,284 | 549 | 0.03% | 0.02% | 268 | +4,936 | 52.8% | Q1 2026 | May 14, 2026 |
| CIM, LLC | History | Reduced | 14,158 | 543 | 0.08% | 0.08% | 269 | -132 | -0.92% | Q1 2026 | May 18, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 14,125 | 542 | 0.2% | 0.18% | 270 | +2,375 | 20.21% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,013 | 538 | 0.01% | 0.01% | 271 | +1,056 | 8.15% | Q1 2026 | May 18, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 13,786 | 533 | 0.22% | 0.21% | 272 | +1,604 | 13.17% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 13,735 | 527 | 0.03% | 0.01% | 273 | +6,776 | 97.37% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 13,328 | 513 | 0.01% | 0.01% | 274 | +116 | 0.88% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 13,250 | 510 | 0.01% | 0.02% | 275 | -7,519 | -36.2% | Q1 2026 | Apr 29, 2026 |
| AUCTUS ADVISORS LLC | History | Added to | 13,284 | 510 | 0.48% | 0.48% | 277 | +311 | 2.4% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Added to | 13,286 | 510 | 0.09% | 0.09% | 276 | +208 | 1.59% | Q1 2026 | Apr 16, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 13,228 | 508 | 0.12% | 0.13% | 278 | +100 | 0.76% | Q1 2026 | Apr 17, 2026 |
| Procyon Advisors, LLC | History | Added to | 12,958 | 497 | 0.02% | 0.03% | 279 | +80 | 0.62% | Q1 2026 | May 04, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 12,837 | 493 | 0.15% | 0.17% | 280 | +196 | 1.55% | Q1 2026 | May 05, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 12,820 | 492 | 0.32% | 0.33% | 281 | +535 | 4.35% | Q1 2026 | May 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 12,674 | 486 | 0.12% | 0.09% | 283 | +4,890 | 62.82% | Q1 2026 | May 07, 2026 |
| MRWM Advisors, LLC | History | Added to | 12,666 | 486 | 0.26% | 0.26% | 282 | +608 | 5.04% | Q1 2026 | Apr 20, 2026 |
| High Falls Advisors, Inc | History | No change | 11,926 | 479 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GTS SECURITIES LLC | History | Reduced | 12,402 | 476 | 0.02% | 0.1% | 285 | -58,436 | -82.49% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | Reduced | 12,146 | 466 | 0.26% | 0.29% | 286 | -905 | -6.93% | Q1 2026 | May 12, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 11,542 | 464 | 0.15% | 0.15% | 287 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Crewe Advisors LLC | History | Reduced | 11,896 | 457 | 0.04% | 0.04% | 288 | -409 | -3.32% | Q1 2026 | May 07, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 11,756 | 451 | 0.23% | 0.08% | 289 | +8,113 | 222.7% | Q1 2026 | May 04, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 11,473 | 440 | 0.04% | 0.05% | 290 | +71 | 0.62% | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Reduced | 11,366 | 436 | 0.05% | 0.06% | 291 | -19 | -0.17% | Q1 2026 | Apr 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 11,326 | 435 | 0.05% | 0.06% | 292 | -2,033 | -15.22% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 11,244 | 434 | 0.02% | 0.02% | 293 | -155 | -1.36% | Q1 2026 | May 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 11,237 | 431 | 0.01% | 0.01% | 294 | -40 | -0.35% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 11,063 | 424 | 0.13% | 0.11% | 295 | +2,738 | 32.89% | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,848 | 416 | 0.11% | 0.06% | 296 | +5,424 | 100.0% | Q1 2026 | May 06, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 10,763 | 414 | 0.04% | 0.04% | 297 | +286 | 2.73% | Q1 2026 | Apr 10, 2026 |
| Trilogy Capital Inc. | History | Reduced | 10,646 | 409 | 0.02% | 0.02% | 298 | -317 | -2.89% | Q1 2026 | Apr 21, 2026 |
| Saxony Capital Management, LLC | History | Added to | 10,586 | 406 | 0.24% | 0.21% | 299 | +2,186 | 26.02% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 10,414 | 400 | 0.0% | 0.0% | 300 | +9,251 | 795.44% | Q1 2026 | May 11, 2026 |