Capital Group Core Equity ETF - CGUS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
Showing first 300 of 444 rows for faster page load. Load all rows.
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 32,330,461 1,438,058 0.32% 0.32% 1 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 14,081,012 626,323 0.15% 0.15% 2 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 12,776,470 555,719 0.22% 0.22% 3 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 9,873,183 439,159 0.12% 0.12% 4 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 7,724,623 343,591 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 6,715,988 298,727 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 6,388,312 284,152 0.26% 0.26% 7 0 0.0% Q2 2026 Aug 12, 2026
Capital International Investors History No change 6,064,640 269,755 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 12, 2026
Capital Group Private Client Services, Inc. History No change 5,251,530 233,588 3.29% 3.29% 9 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 4,446,114 197,763 0.25% 0.25% 10 0 0.0% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4,232,575 188,264 0.1% 0.1% 11 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 3,659,190 162,760 0.33% 0.33% 12 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 3,258,359 144,932 0.33% 0.33% 13 0 0.0% Q2 2026 Jul 27, 2026
BENJAMIN EDWARDS INC History No change 2,837,703 126,218 1.15% 1.15% 14 0 0.0% Q2 2026 Jul 24, 2026
ROYAL BANK OF CANADA History No change 2,641,914 117,513 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 2,592,701 115,323 0.1% 0.1% 16 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,545,562 113,238 0.13% 0.13% 17 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 2,352,921 104,657 0.48% 0.48% 18 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 2,268,466 100,901 0.62% 0.62% 19 0 0.0% Q2 2026 Jul 20, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,769,882 78,724 0.12% 0.12% 20 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,744,803 77,608 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 1,601,400 71,230 0.23% 0.23% 22 0 0.0% Q2 2026 Jul 28, 2026
BANK OF AMERICA CORP /DE/ History No change 1,456,681 64,793 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,427,183 63,481 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 1,369,821 60,929 0.65% 0.65% 25 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History No change 1,360,356 60,508 0.1% 0.1% 26 0 0.0% Q2 2026 Jul 30, 2026
Baird Financial Group, Inc. History No change 1,343,454 59,756 0.08% 0.08% 27 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 1,217,530 54,229 0.22% 0.22% 28 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 1,196,622 53,225 0.16% 0.16% 29 0 0.0% Q2 2026 Aug 12, 2026
Midwest Heritage Bank, FSB History No change 1,081,516 48,105 13.64% 13.64% 30 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 1,072,556 47,707 0.09% 0.09% 31 0 0.0% Q2 2026 Aug 05, 2026
Souders Financial Advisors History No change 1,053,533 46,861 4.71% 4.71% 32 0 0.0% Q2 2026 Aug 05, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 990,870 44,073 2.68% 2.68% 33 0 0.0% Q2 2026 Aug 07, 2026
HUB Investment Partners, LLC History No change 835,860 37,179 0.67% 0.67% 34 0 0.0% Q2 2026 Jul 31, 2026
Equitable Holdings, Inc. History No change 681,339 30,305 0.18% 0.18% 35 0 0.0% Q2 2026 Aug 17, 2026
BIP Wealth, LLC History No change 677,471 30,133 0.85% 0.85% 36 0 0.0% Q2 2026 Aug 03, 2026
HighPoint Advisor Group LLC History No change 662,501 29,468 1.04% 1.04% 37 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 633,537 28,179 0.26% 0.26% 38 0 0.0% Q2 2026 Aug 14, 2026
AA Financial Advisors, LLC History No change 597,760 26,588 3.2% 3.2% 39 0 0.0% Q2 2026 Jul 17, 2026
D.A. DAVIDSON & CO. History No change 581,586 25,868 0.14% 0.14% 40 0 0.0% Q2 2026 Jul 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 554,543 24,840 0.04% 0.04% 41 0 0.0% Q2 2026 Jul 15, 2026
EverSource Wealth Advisors, LLC History No change 521,110 23,178 0.78% 0.78% 42 0 0.0% Q2 2026 Jul 24, 2026
Summit Investment Advisory Services, LLC History No change 502,993 22,373 5.61% 5.61% 43 0 0.0% Q2 2026 Jul 24, 2026
Orion Porfolio Solutions, LLC History No change 482,137 21,445 0.16% 0.16% 44 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 480,619 21,377 0.29% 0.29% 45 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 474,889 21,123 0.1% 0.1% 46 0 0.0% Q2 2026 Aug 18, 2026
IFP Advisors, Inc History No change 439,025 19,527 0.35% 0.35% 47 0 0.0% Q2 2026 Jul 20, 2026
Ameritas Investment Partners, Inc. History No change 434,166 19,311 0.51% 0.51% 48 0 0.0% Q2 2026 Aug 13, 2026
Forge Financial Services LLC History No change 432,535 19,238 1.66% 1.66% 49 0 0.0% Q2 2026 Aug 07, 2026
Ergawealth Advisors, Inc. History No change 431,464 19,191 7.45% 7.45% 50 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 421,337 18,669 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 416,532 18,527 0.21% 0.21% 52 0 0.0% Q2 2026 Jul 29, 2026
J. Derek Lewis & Associates Inc. History No change 415,308 18,472 3.49% 3.49% 53 0 0.0% Q2 2026 Jul 31, 2026
BETO FINANCIAL GROUP, LLC History No change 414,563 18,207 9.56% 9.56% 54 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 389,880 17,341 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 375,987 16,723 0.2% 0.2% 56 0 0.0% Q2 2026 Aug 04, 2026
Burford Brothers, Inc. History No change 370,125 16,463 6.04% 6.04% 57 0 0.0% Q2 2026 Jul 28, 2026
Bridgewealth Advisory Group, LLC History No change 356,375 15,851 2.99% 2.99% 58 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 352,983 15,700 0.3% 0.3% 59 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 346,777 15,424 0.02% 0.02% 60 0 0.0% Q2 2026 Jul 28, 2026
Strategic Blueprint, LLC History No change 338,547 15,058 0.75% 0.75% 61 0 0.0% Q2 2026 Jul 23, 2026
Apollon Wealth Management, LLC History No change 310,853 13,826 0.17% 0.17% 62 0 0.0% Q2 2026 Jul 22, 2026
Vigil Wealth Management, LLC History No change 310,840 13,826 9.86% 9.86% 63 0 0.0% Q2 2026 Aug 05, 2026
Compton Financial Group, LLC History No change 309,038 13,745 2.65% 2.65% 64 0 0.0% Q2 2026 Aug 12, 2026
Essex Financial Services, Inc. History No change 302,902 13,473 0.67% 0.67% 65 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 299,015 13,306 0.09% 0.04% 66 +187,032 167.02% Q3 2026 Oct 08, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 279,381 12,426 0.5% 0.5% 67 0 0.0% Q2 2026 Jul 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 276,431 12,295 0.19% 0.19% 68 0 0.0% Q2 2026 Aug 03, 2026
Michael Brady & Co., LLC History No change 263,264 11,709 10.33% 10.33% 69 0 0.0% Q2 2026 Aug 13, 2026
Challenger Wealth Management History No change 256,771 11,421 8.41% 8.41% 70 0 0.0% Q2 2026 Jul 29, 2026
ST GERMAIN D J CO INC History No change 254,286 11,310 0.41% 0.41% 71 0 0.0% Q2 2026 Jul 21, 2026
Guided Capital Wealth Management, LLC History No change 247,559 11,011 6.44% 6.44% 72 0 0.0% Q2 2026 Jul 24, 2026
Per Stirling Capital Management, LLC. History No change 236,010 10,497 1.0% 1.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 230,295 10,204 0.33% 0.33% 74 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 226,353 10,068 0.22% 0.22% 75 0 0.0% Q2 2026 Jul 17, 2026
Envestnet Portfolio Solutions, Inc. History No change 219,232 9,751 0.05% 0.05% 76 0 0.0% Q2 2026 Sep 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 215,733 9,595 0.49% 0.49% 77 0 0.0% Q2 2026 Jul 31, 2026
Cannon Wealth Management Services, LLC History No change 215,270 9,575 5.24% 5.24% 78 0 0.0% Q2 2026 Aug 11, 2026
Entruity Wealth, LLC History No change 204,388 9,091 5.88% 5.88% 79 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 200,160 8,903 0.06% 0.06% 80 0 0.0% Q2 2026 Sep 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 199,779 8,886 0.14% 0.14% 81 0 0.0% Q2 2026 Aug 10, 2026
Gerber Kawasaki Wealth & Investment Management History No change 194,825 8,665 0.23% 0.23% 82 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 192,751 8,573 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 191,173 8,503 0.17% 0.17% 84 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 186,377 8,290 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 05, 2026
CULLEN/FROST BANKERS, INC. History No change 180,151 8,013 0.08% 0.08% 86 0 0.0% Q2 2026 Jul 27, 2026
Aspire Growth Partners LLC History No change 173,785 7,729 4.49% 4.49% 87 0 0.0% Q2 2026 Jul 29, 2026
KINTRA WEALTH, LLC History No change 165,575 7,679 0.4% 0.4% 88 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 172,197 7,659 0.37% 0.37% 89 0 0.0% Q2 2026 Aug 11, 2026
Sovran Advisors, LLC History No change 169,831 7,452 0.56% 0.56% 90 0 0.0% Q2 2026 Jul 29, 2026
CENTAURUS FINANCIAL, INC. History No change 165,759 7,373 0.28% 0.28% 91 0 0.0% Q2 2026 Aug 17, 2026
Clear Creek Financial Management, LLC History No change 165,195 7,347 0.47% 0.47% 92 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 164,708 7,326 0.05% 0.05% 93 0 0.0% Q2 2026 Jul 20, 2026
Advisory Services Network, LLC History No change 157,710 7,014 0.08% 0.08% 94 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 150,541 6,696 0.34% 0.34% 95 0 0.0% Q2 2026 Jul 16, 2026
A&I FINANCIAL SERVICES, LLC History No change 146,508 6,516 2.84% 2.84% 96 0 0.0% Q2 2026 Jul 09, 2026
Sanctuary Advisors, LLC History No change 145,244 6,460 0.03% 0.03% 97 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Added to 143,091 6,367 0.17% 0.16% 98 +14,378 11.17% Q3 2026 Oct 07, 2026
Wealthcare Advisory Partners LLC History No change 138,584 6,164 0.12% 0.12% 99 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisory, LLC History No change 134,061 5,963 0.21% 0.21% 100 0 0.0% Q2 2026 Aug 13, 2026
BNB Wealth Management, LLC History No change 131,984 5,870 3.21% 3.21% 101 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 131,648 5,855 0.07% 0.07% 102 0 0.0% Q2 2026 Aug 10, 2026
Transcendent Capital Group LLC History No change 131,529 5,850 2.28% 2.28% 103 0 0.0% Q2 2026 Aug 05, 2026
SITTNER & NELSON, LLC History No change 126,551 5,628 1.77% 1.77% 104 0 0.0% Q2 2026 Aug 07, 2026
Cushing Capital Partners, LLC History No change 125,333 5,574 3.84% 3.84% 105 0 0.0% Q2 2026 Jul 29, 2026
Perennial Investment Advisors, LLC History No change 124,737 5,548 0.37% 0.37% 106 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 124,032 5,516 0.33% 0.33% 107 0 0.0% Q2 2026 Aug 04, 2026
Western Wealth Management, LLC History No change 122,750 5,459 0.18% 0.18% 108 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group History No change 121,789 5,417 0.32% 0.32% 109 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 121,677 5,412 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 117,067 5,207 2.1% 2.1% 111 0 0.0% Q2 2026 Jul 24, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 115,401 5,133 0.24% 0.24% 112 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 114,691 5,101 0.1% 0.1% 113 0 0.0% Q2 2026 Jul 15, 2026
Berger Financial Group, Inc History No change 110,804 4,928 0.25% 0.25% 114 0 0.0% Q2 2026 Aug 04, 2026
Dynamic Advisor Solutions LLC History No change 108,262 4,815 0.14% 0.14% 115 0 0.0% Q2 2026 Jul 07, 2026
Bleakley Financial Group, LLC History No change 107,010 4,759 0.06% 0.06% 116 0 0.0% Q2 2026 Aug 05, 2026
Worthington Financial Partners, LLC History No change 106,937 4,756 3.94% 3.94% 117 0 0.0% Q2 2026 Jul 21, 2026
Kingsview Wealth Management, LLC History No change 106,175 4,722 0.06% 0.06% 118 0 0.0% Q2 2026 Aug 18, 2026
Continuum Advisory, LLC History No change 105,135 4,676 0.38% 0.38% 119 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 104,816 4,662 0.3% 0.3% 120 0 0.0% Q2 2026 Aug 12, 2026
WJ Wealth Management, LLC History No change 101,897 4,532 1.79% 1.79% 121 0 0.0% Q2 2026 Aug 03, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 101,892 4,532 4.42% 4.42% 122 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 101,746 4,525 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 13, 2026
Boyer Financial Services, Inc. History No change 102,276 4,516 3.81% 3.81% 124 0 0.0% Q2 2026 Jul 17, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 99,284 4,416 1.38% 1.38% 125 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 96,178 4,278 0.23% 0.23% 126 0 0.0% Q2 2026 Jul 27, 2026
Concurrent Investment Advisors, LLC History No change 95,268 4,237 0.04% 0.04% 127 0 0.0% Q2 2026 Jul 27, 2026
Signature Resources Capital Management, LLC History No change 93,875 4,175 1.65% 1.65% 128 0 0.0% Q2 2026 Jul 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 93,214 4,146 0.05% 0.05% 129 0 0.0% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History No change 92,182 4,100 0.06% 0.06% 130 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 90,955 4,045 0.08% 0.08% 131 0 0.0% Q2 2026 Aug 14, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 90,524 4,034 0.98% 0.98% 132 0 0.0% Q2 2026 Aug 14, 2026
TRUE BLUE FINANCIAL, LLC History No change 90,176 4,011 1.69% 1.69% 133 0 0.0% Q2 2026 Jul 17, 2026
G&S Capital LLC History No change 89,763 3,992 1.16% 1.16% 134 0 0.0% Q2 2026 Jul 10, 2026
Capital Management Associates, Inc History No change 88,225 3,924 0.79% 0.79% 135 0 0.0% Q2 2026 Jul 22, 2026
M.E. ALLISON & CO., INC. History Added to 86,253 3,838 2.15% 2.15% 136 +2,442 2.91% Q3 2026 Oct 08, 2026
Waverly Advisors, LLC History No change 85,920 3,821 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 85,585 3,806 0.28% 0.28% 138 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 98,754 3,802 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 84,771 3,770 0.06% 0.06% 140 0 0.0% Q2 2026 Jul 21, 2026
Wealth Group Ltd History Added to 83,154 3,736 0.69% 0.1% 141 +71,811 633.09% Q3 2026 Oct 07, 2026
Global Retirement Partners, LLC History No change 83,959 3,734 0.06% 0.06% 142 0 0.0% Q2 2026 Aug 06, 2026
Hopwood Nicholas Hunter History No change 82,397 3,665 1.01% 1.01% 143 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 80,308 3,572 0.04% 0.04% 144 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History No change 78,406 3,487 0.03% 0.03% 145 0 0.0% Q2 2026 Jul 28, 2026
Integrity Advisory Solutions, LLC History No change 76,215 3,390 0.35% 0.35% 146 0 0.0% Q2 2026 Jul 31, 2026
Blueprint Investment Partners LLC History No change 75,396 3,353 0.28% 0.28% 147 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 75,396 3,353 0.37% 0.37% 148 0 0.0% Q2 2026 Aug 14, 2026
Latitude Advisors, LLC History No change 75,047 3,338 1.33% 1.33% 149 0 0.0% Q2 2026 Jul 27, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 74,823 3,328 0.96% 0.96% 150 0 0.0% Q2 2026 Jul 14, 2026
Mariner, LLC History No change 72,097 3,206 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
R2 Capital Strategies, LLC History No change 71,200 3,166 1.43% 1.43% 152 0 0.0% Q2 2026 Jul 23, 2026
ADVISORTRUST PARTNERS, LLC History No change 70,331 3,128 1.07% 1.07% 153 0 0.0% Q2 2026 Aug 10, 2026
Confluence Wealth Services, Inc. History No change 69,831 3,106 0.09% 0.09% 154 0 0.0% Q2 2026 Jul 22, 2026
Rockefeller Capital Management L.P. History No change 69,606 3,096 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
Olistico Wealth, LLC History Added to 68,306 3,039 1.27% 1.3% 156 +8 0.01% Q3 2026 Oct 05, 2026
Trueblood Wealth Management, LLC History No change 66,958 2,978 1.04% 1.04% 157 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 65,713 2,922 0.02% 0.02% 158 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 65,479 2,912 1.03% 1.03% 159 0 0.0% Q2 2026 Jul 23, 2026
CHOREO, LLC History No change 65,108 2,901 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History No change 65,481 2,870 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 65,481 2,870 0.05% 0.05% 162 0 0.0% Q2 2026 Jul 29, 2026
D. E. Shaw & Co., Inc. History No change 64,312 2,860 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
LYNCH & ASSOCIATES/IN History No change 64,245 2,857 0.5% 0.5% 164 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 64,187 2,855 0.07% 0.07% 165 0 0.0% Q2 2026 Aug 05, 2026
COZAD ASSET MANAGEMENT INC History No change 62,336 2,772 0.18% 0.18% 166 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 61,757 2,746 0.41% 0.41% 167 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Management, LLC History No change 60,848 2,706 0.08% 0.08% 168 0 0.0% Q2 2026 Aug 05, 2026
LongView Wealth Management History No change 60,815 2,705 0.69% 0.69% 169 0 0.0% Q2 2026 Jul 17, 2026
PCG Wealth Advisors, LLC History No change 60,570 2,694 0.6% 0.6% 170 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Management, Inc. History No change 59,700 2,655 0.81% 0.81% 171 0 0.0% Q2 2026 Jul 15, 2026
Lantz Financial LLC History No change 58,966 2,622 0.48% 0.48% 172 0 0.0% Q2 2026 Jul 09, 2026
Steelhead Wealth Management LLC History No change 58,701 2,611 1.05% 1.05% 173 0 0.0% Q2 2026 Aug 13, 2026
Affiance Financial, LLC History No change 56,008 2,491 0.36% 0.36% 174 0 0.0% Q2 2026 Jul 09, 2026
Pines Wealth Management, LLC History No change 55,170 2,453 0.71% 0.71% 175 0 0.0% Q2 2026 Jul 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 53,375 2,374 0.11% 0.11% 176 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 53,188 2,370 0.2% 0.2% 177 0 0.0% Q2 2026 Aug 14, 2026
LANDAAS & CO /WI /ADV History No change 52,315 2,326 0.42% 0.42% 178 0 0.0% Q2 2026 Jul 21, 2026
NORDEN GROUP LLC History No change 51,600 2,295 0.19% 0.19% 179 0 0.0% Q2 2026 Jul 29, 2026
KPP Advisory Services LLC History No change 50,377 2,240 0.28% 0.28% 180 0 0.0% Q2 2026 Jul 24, 2026
Bank of New York Mellon Corp History No change 50,347 2,239 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 49,964 2,226 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 12, 2026
Armstrong, Fleming & Moore, Inc History No change 49,626 2,207 0.73% 0.73% 183 0 0.0% Q2 2026 Jul 28, 2026
DAVENPORT & Co LLC History No change 49,028 2,180 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 13, 2026
Lincoln Capital LLC History Added to 48,590 2,162 0.38% 0.34% 185 +5,830 13.63% Q3 2026 Oct 09, 2026
Sigma Planning Corp History No change 48,477 2,156 0.05% 0.05% 186 0 0.0% Q2 2026 Aug 07, 2026
Vantus Wealth LLC History No change 47,872 2,129 1.14% 1.14% 187 0 0.0% Q2 2026 Aug 07, 2026
VICUS CAPITAL History No change 47,692 2,121 0.14% 0.14% 188 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 47,500 2,112 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 07, 2026
Mayflower Financial Advisors, LLC History No change 47,159 2,097 0.18% 0.18% 190 0 0.0% Q2 2026 Jul 09, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 46,994 2,090 0.19% 0.19% 191 0 0.0% Q2 2026 Jul 09, 2026
Tempus Wealth Planning, LLC History No change 46,808 2,082 0.41% 0.41% 192 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisory Services, LLC History No change 46,229 2,056 0.13% 0.13% 193 0 0.0% Q2 2026 Jul 23, 2026
OneDigital Investment Advisors LLC History No change 46,056 2,048 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 45,066 2,004 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 43,889 1,952 0.03% 0.03% 196 0 0.0% Q2 2026 Jul 15, 2026
WealthCare Investment Partners, LLC History No change 43,629 1,940 0.47% 0.47% 197 0 0.0% Q2 2026 Aug 10, 2026
Bill Few Associates, Inc. History Added to 42,936 1,910 0.39% 0.37% 198 +4,301 11.13% Q3 2026 Oct 09, 2026
Arax Advisory Partners History No change 41,417 1,842 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 41,373 1,840 0.08% 0.08% 200 0 0.0% Q2 2026 Aug 11, 2026
GWN SECURITIES INC. History No change 41,311 1,837 0.31% 0.31% 201 0 0.0% Q2 2026 Aug 05, 2026
TCFG Investment Advisors, LLC History No change 40,105 1,783 0.6% 0.6% 202 0 0.0% Q2 2026 Jul 17, 2026
CWS Financial Advisors, LLC History No change 39,922 1,775 0.39% 0.39% 203 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 39,318 1,748 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 38,604 1,717 0.46% 0.39% 205 +5,310 15.95% Q3 2026 Oct 02, 2026
HBW ADVISORY SERVICES LLC History No change 38,593 1,716 0.16% 0.16% 206 0 0.0% Q2 2026 Jul 16, 2026
CVFG LLC History No change 38,302 1,703 0.18% 0.18% 207 0 0.0% Q2 2026 Aug 11, 2026
Independent Wealth Network Inc. History No change 38,019 1,691 0.43% 0.43% 208 0 0.0% Q2 2026 Jul 20, 2026
Jacobi Capital Management LLC History No change 37,947 1,687 0.08% 0.08% 209 0 0.0% Q2 2026 Jul 31, 2026
Investment Planning Advisors, Inc. History No change 35,231 1,567 0.36% 0.36% 210 0 0.0% Q2 2026 Jul 23, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 35,058 1,559 0.21% 0.21% 211 0 0.0% Q2 2026 Jul 22, 2026
180 WEALTH ADVISORS, LLC History No change 34,897 1,552 0.16% 0.16% 212 0 0.0% Q2 2026 Jul 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 34,798 1,547 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 13, 2026
RM Financial Services, LLC History No change 33,456 1,488 1.11% 1.11% 214 0 0.0% Q2 2026 Aug 04, 2026
Security Financial Services, INC. History No change 32,327 1,437 0.2% 0.2% 215 0 0.0% Q2 2026 Jul 15, 2026
Belpointe Asset Management LLC History No change 31,879 1,417 0.05% 0.05% 216 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 31,359 1,394 0.05% 0.05% 217 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 30,706 1,365 0.11% 0.11% 218 0 0.0% Q2 2026 Jul 28, 2026
VestGen Advisors, LLC History No change 29,367 1,306 0.04% 0.04% 219 0 0.0% Q2 2026 Aug 11, 2026
Balentine LLC History No change 29,107 1,294 0.05% 0.05% 220 0 0.0% Q2 2026 Aug 06, 2026
Visionary Wealth Advisors History No change 28,417 1,263 0.05% 0.05% 221 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 28,224 1,255 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
KOM Wealth Management Group, LLC History No change 27,109 1,205 0.73% 0.73% 223 0 0.0% Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History No change 26,909 1,197 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 26,921 1,197 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 26,618 1,183 0.1% 0.1% 226 0 0.0% Q2 2026 Jul 28, 2026
M Holdings Securities, Inc. History No change 26,869 1,176 0.16% 0.16% 227 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 26,410 1,174 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 25,550 1,136 0.11% 0.11% 229 0 0.0% Q2 2026 Jul 29, 2026
Gladstone Institutional Advisory LLC History No change 25,528 1,135 0.04% 0.04% 230 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 25,414 1,130 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 25,125 1,117 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 24,726 1,099 0.02% 0.02% 233 0 0.0% Q2 2026 Jul 31, 2026
Peak Asset Management, LLC History No change 24,575 1,093 0.16% 0.16% 234 0 0.0% Q2 2026 Aug 13, 2026
Owen LaRue, LLC History No change 24,499 1,089 0.38% 0.38% 235 0 0.0% Q2 2026 Jul 22, 2026
AE Wealth Management LLC History No change 23,711 1,054 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 03, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 23,523 1,046 0.57% 0.57% 237 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 23,110 1,027 0.04% 0.04% 238 0 0.0% Q2 2026 Aug 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 23,030 1,024 0.07% 0.07% 239 +718 3.22% Q3 2026 Oct 08, 2026
Wealth Science Advisors LLC History No change 23,018 1,024 0.43% 0.45% 240 0 0.0% Q3 2026 Oct 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 22,750 1,011 0.02% 0.02% 241 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 21,727 966 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History No change 20,485 911 0.06% 0.06% 243 0 0.0% Q2 2026 Aug 05, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 20,185 897 0.01% 0.01% 244 0 0.0% Q2 2026 Jul 20, 2026
HB Wealth Management, LLC History No change 19,470 866 0.0% 0.0% 245 0 0.0% Q2 2026 Jul 29, 2026
CLG LLC History No change 19,055 847 0.19% 0.19% 246 0 0.0% Q2 2026 Jul 16, 2026
Perigon Wealth Management, LLC History No change 18,685 831 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 18,731 830 0.05% 0.05% 248 0 0.0% Q2 2026 Jul 22, 2026
Rather & Kittrell, Inc. History No change 18,621 828 0.12% 0.12% 249 0 0.0% Q2 2026 Aug 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 18,525 823 0.26% 0.26% 250 0 0.0% Q2 2026 Jul 16, 2026
Smith Thornton Advisors LLC History No change 18,392 817 0.36% 0.36% 251 0 0.0% Q2 2026 Jul 14, 2026
NWAM LLC History No change 18,342 815 0.04% 0.04% 252 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 18,123 806 0.03% 0.03% 253 0 0.0% Q2 2026 Aug 06, 2026
Sowell Financial Services LLC History No change 17,931 797 0.03% 0.03% 254 0 0.0% Q2 2026 Jul 17, 2026
Allworth Financial LP History No change 17,848 793 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 11, 2026
Merited Wealth, LLC History No change 17,689 786 0.56% 0.56% 256 0 0.0% Q2 2026 Aug 14, 2026
Advance Capital Management, Inc. History No change 17,612 783 0.03% 0.03% 257 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 17,507 779 0.02% 0.02% 258 0 0.0% Q2 2026 Jul 28, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 17,363 772 0.13% 0.13% 259 0 0.0% Q2 2026 Aug 10, 2026
Sun Financial Inc History No change 16,372 757 0.36% 0.36% 260 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 16,405 729 0.11% 0.11% 261 0 0.0% Q2 2026 Aug 10, 2026
EVERPAR ADVISORS LLC History No change 16,156 718 0.2% 0.2% 262 0 0.0% Q2 2026 Jul 09, 2026
StoneX Group Inc. History No change 16,009 712 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 12, 2026
VICTORY FINANCIAL GROUP, LLC History No change 15,884 706 0.07% 0.07% 264 0 0.0% Q2 2026 Jul 28, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 15,735 699 0.13% 0.13% 265 0 0.0% Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 15,639 695 0.03% 0.03% 266 0 0.0% Q2 2026 Jul 23, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 15,550 691 0.08% 0.08% 267 0 0.0% Q2 2026 Jul 23, 2026
Hobart Private Capital, LLC History No change 15,453 687 0.12% 0.12% 268 0 0.0% Q2 2026 Jul 06, 2026
Evergreen Wealth Partners LLC History No change 15,038 668 0.4% 0.4% 269 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 14,882 661 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 14, 2026
Faithward Advisors, LLC History No change 14,800 658 0.08% 0.08% 271 0 0.0% Q2 2026 Aug 12, 2026
TKG Advisors, LLC History No change 14,777 657 0.23% 0.23% 272 0 0.0% Q2 2026 Jul 27, 2026
CIM, LLC History No change 14,332 637 0.08% 0.08% 273 0 0.0% Q2 2026 Aug 13, 2026
tru Independence LLC History No change 14,301 636 0.28% 0.28% 274 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History No change 14,313 636 0.13% 0.13% 275 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 14,220 632 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 14,073 625 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 19, 2026
AUCTUS ADVISORS LLC History No change 13,888 617 0.52% 0.52% 278 0 0.0% Q2 2026 Aug 06, 2026
Ascent Group, LLC History No change 13,747 611 0.02% 0.02% 279 0 0.0% Q2 2026 Aug 03, 2026
HAZLETT, BURT & WATSON, INC. History No change 13,693 608 0.16% 0.16% 280 0 0.0% Q2 2026 Jul 30, 2026
Tribridge Partners Financial LLC History No change 13,786 604 0.24% 0.24% 281 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 13,418 597 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 13,250 590 0.01% 0.01% 283 0 0.0% Q2 2026 Jul 14, 2026
MSH Capital Advisors LLC History No change 13,235 588 0.1% 0.1% 284 0 0.0% Q2 2026 Aug 10, 2026
Procyon Advisors, LLC History No change 12,948 575 0.02% 0.02% 285 0 0.0% Q2 2026 Jul 09, 2026
Arkadios Wealth Advisors History No change 12,853 571 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 10, 2026
Total Clarity Wealth Management, Inc. History No change 12,855 571 0.11% 0.11% 287 0 0.0% Q2 2026 Jul 23, 2026
Clarity Asset Management, Inc. History No change 12,221 543 0.27% 0.27% 288 0 0.0% Q2 2026 Jul 16, 2026
Lantern Wealth Advisors, LLC History No change 12,175 541 0.25% 0.25% 289 0 0.0% Q2 2026 Jul 28, 2026
HARMONY ASSET MANAGEMENT LLC History No change 12,181 541 0.15% 0.15% 290 0 0.0% Q2 2026 Jul 20, 2026
VestGen Investment Management History No change 12,001 533 0.28% 0.28% 291 0 0.0% Q2 2026 Jul 31, 2026
Crewe Advisors LLC History No change 11,971 532 0.04% 0.04% 292 0 0.0% Q2 2026 Jul 23, 2026
Heritage Wealth Management, Inc. History No change 11,903 529 0.13% 0.13% 293 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 11,433 524 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 11,549 512 0.02% 0.02% 295 0 0.0% Q2 2026 Jul 28, 2026
MRWM Advisors, LLC History No change 11,515 512 0.21% 0.21% 296 0 0.0% Q2 2026 Jul 28, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 11,342 504 0.06% 0.06% 297 0 0.0% Q2 2026 Jul 09, 2026
BEACON FINANCIAL GROUP History No change 11,319 503 0.05% 0.05% 298 0 0.0% Q2 2026 Jul 16, 2026
United Advisor Group, LLC History No change 11,314 503 0.05% 0.05% 299 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 11,025 490 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 03, 2026