Capital Group International Focus Equity ETF - CGXU
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 | 16,623,539 | 490,228 | 0.13% | 0.11% | 1 | +2,774,449 | 20.03% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,739,122 | 228,226 | 0.14% | 0.14% | 2 | +151,179 | 1.99% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,097,181 | 209,295 | 0.04% | 0.03% | 3 | +1,279,638 | 22.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 6,307,307 | 186,002 | 0.01% | 0.01% | 4 | +1,603,117 | 34.08% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 5,328,674 | 157,142 | 0.02% | 0.02% | 5 | +266,748 | 5.27% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,217,086 | 153,851 | 0.05% | 0.05% | 6 | +27,010 | 0.52% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 5,034,565 | 148,469 | 0.21% | 0.18% | 7 | +900,605 | 21.79% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,282,122 | 126,280 | 0.02% | 0.02% | 8 | +152,742 | 3.7% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,074,491 | 120,153 | 1.19% | 0.03% | 9 | +3,995,247 | 5041.7% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,832,545 | 113,009 | 0.2% | 0.22% | 10 | -50,608 | -1.3% | Q1 2026 | May 14, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 3,571,580 | 105,325 | 1.78% | 1.52% | 11 | +334,861 | 10.35% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,022,310 | 89,127 | 0.12% | 0.11% | 12 | +161,601 | 5.65% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,854,990 | 84,193 | 0.01% | 0.0% | 13 | +744,144 | 35.25% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,484,824 | 73,277 | 0.07% | 0.06% | 14 | +414,959 | 20.05% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 2,021,349 | 59,609 | 7.42% | 6.84% | 15 | +131,005 | 6.93% | Q1 2026 | Apr 08, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,971,772 | 58,147 | 2.25% | 2.25% | 16 | +135,739 | 7.39% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,013,276 | 57,338 | 0.03% | 0.03% | 17 | +383,561 | 23.54% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,830,011 | 53,967 | 0.01% | 0.01% | 18 | +175,293 | 10.59% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,802,654 | 53,159 | 0.05% | 0.05% | 19 | -185,795 | -9.34% | Q1 2026 | May 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 1,689,674 | 49,823 | 6.61% | 7.31% | 20 | +104,393 | 6.59% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,564,002 | 46,124 | 0.07% | 0.09% | 21 | -423,637 | -21.31% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,497,797 | 44,170 | 0.21% | 0.2% | 22 | +42,438 | 2.92% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 1,460,470 | 43,069 | 0.05% | 0.04% | 23 | +78,117 | 5.65% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 1,444,997 | 42,614 | 0.21% | 0.21% | 24 | +56,463 | 4.07% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Added to | 1,302,417 | 38,408 | 6.23% | 3.8% | 25 | +27,923 | 2.19% | Q1 2026 | Apr 16, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,271,865 | 37,507 | 2.05% | 2.13% | 26 | +15,880 | 1.26% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,191,618 | 35,141 | 0.09% | 0.08% | 27 | +3,756 | 0.32% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,141,672 | 33,667 | 0.13% | 0.13% | 28 | +61,207 | 5.66% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,111,629 | 32,781 | 1.7% | 1.68% | 29 | +43,456 | 4.07% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,107,739 | 32,667 | 0.08% | 0.08% | 30 | +66,951 | 6.43% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 983,506 | 29,003 | 0.05% | 0.04% | 31 | +13,759 | 1.42% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 951,782 | 28,068 | 0.08% | 0.08% | 32 | -158,679 | -14.29% | Q1 2026 | May 04, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 867,419 | 25,580 | 10.86% | 10.64% | 33 | +87,808 | 11.26% | Q1 2026 | Apr 13, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 854,424 | 25,196 | 7.06% | 6.07% | 34 | +137,324 | 19.15% | Q1 2026 | Apr 16, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 850,782 | 25,089 | 9.32% | 0.42% | 35 | +813,514 | 2182.88% | Q1 2026 | Apr 23, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 811,694 | 23,936 | 1.11% | 0.99% | 36 | +104,326 | 14.75% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 742,931 | 21,909 | 0.13% | 0.12% | 37 | +54,123 | 7.86% | Q1 2026 | May 05, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 706,871 | 20,845 | 2.76% | 2.91% | 38 | -25,804 | -3.52% | Q1 2026 | Apr 21, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 672,863 | 19,842 | 9.91% | 10.01% | 39 | +3,786 | 0.57% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 652,930 | 19,254 | 0.37% | 0.36% | 40 | +35,235 | 5.7% | Q1 2026 | Apr 14, 2026 |
| Lantz Financial LLC | History | Added to | 640,279 | 18,881 | 3.9% | 3.69% | 41 | +48,509 | 8.2% | Q1 2026 | Apr 09, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 627,651 | 18,509 | 5.08% | 4.38% | 42 | +95,331 | 17.91% | Q1 2026 | Apr 28, 2026 |
| Souders Financial Advisors | History | Added to | 622,629 | 18,361 | 2.09% | 2.07% | 43 | +10,825 | 1.77% | Q1 2026 | May 04, 2026 |
| DeDora Capital, Inc. | History | Added to | 603,966 | 17,810 | 4.37% | 4.2% | 44 | +2,796 | 0.47% | Q1 2026 | Apr 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 595,965 | 17,574 | 1.9% | 1.87% | 45 | +18,466 | 3.2% | Q1 2026 | May 12, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 579,853 | 17,099 | 11.52% | 11.81% | 46 | +12,016 | 2.12% | Q1 2026 | May 07, 2026 |
| BetterWealth, LLC | History | Added to | 579,572 | 17,091 | 3.35% | 3.74% | 47 | +23,919 | 4.3% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 552,499 | 16,293 | 0.5% | 0.59% | 48 | +10,911 | 2.01% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 557,273 | 15,759 | 0.0% | 0.0% | 49 | +205,828 | 58.57% | Q1 2026 | May 13, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 43,447 | 15,049 | 6.57% | 2.65% | 50 | -141,682 | -76.53% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 501,365 | 14,805 | 0.1% | 0.05% | 51 | +242,327 | 93.55% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 483,772 | 14,266 | 0.34% | 0.22% | 52 | +196,992 | 68.69% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 447,656 | 13,944 | 2.14% | 2.1% | 53 | +8,324 | 1.89% | Q1 2026 | Apr 16, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 453,470 | 13,372 | 0.21% | 0.23% | 54 | +2,284 | 0.51% | Q1 2026 | May 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 448,816 | 13,235 | 0.42% | 0.39% | 55 | +30,390 | 7.26% | Q1 2026 | May 11, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 442,543 | 13,077 | 5.41% | 5.26% | 56 | +17,917 | 4.22% | Q1 2026 | Apr 15, 2026 |
| Burton Enright Welch | History | Added to | 348,445 | 10,275 | 1.4% | 1.41% | 57 | +10,533 | 3.12% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 443,004 | 9,996 | 0.01% | 0.01% | 58 | +154,241 | 53.41% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 328,059 | 9,674 | 4.07% | 4.3% | 59 | -16,647 | -4.83% | Q1 2026 | May 15, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 307,956 | 9,081 | 7.57% | 7.66% | 60 | -5,771 | -1.84% | Q1 2026 | May 08, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 295,440 | 8,712 | 5.41% | 5.48% | 61 | +350 | 0.12% | Q1 2026 | Apr 21, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 263,152 | 8,710 | 5.1% | 8.03% | 62 | -113,602 | -30.15% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 280,537 | 8,273 | 0.16% | 0.11% | 63 | +96,960 | 52.82% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 279,209 | 8,234 | 0.22% | 0.25% | 64 | -12,385 | -4.25% | Q1 2026 | May 14, 2026 |
| Michael Brady & Co., LLC | History | Added to | 271,371 | 8,002 | 8.04% | 7.83% | 65 | +5,886 | 2.22% | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 254,128 | 7,494 | 0.47% | 0.65% | 66 | -85,113 | -25.09% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 244,253 | 7,203 | 0.01% | 0.0% | 67 | +103,801 | 73.9% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 233,370 | 6,882 | 0.34% | 0.34% | 68 | +11,731 | 5.29% | Q1 2026 | Apr 23, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 225,619 | 6,653 | 2.22% | 1.94% | 69 | +8,955 | 4.13% | Q1 2026 | May 13, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 216,462 | 6,383 | 1.81% | 1.53% | 70 | +29,355 | 15.69% | Q1 2026 | Apr 23, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 208,899 | 6,321 | 0.1% | — | 71 | +208,899 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 210,794 | 6,216 | 0.03% | 0.03% | 72 | +2,865 | 1.38% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 210,367 | 6,203 | 0.01% | 0.0% | 73 | +116,169 | 123.32% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 207,441 | 6,117 | 0.02% | 0.01% | 74 | +100,296 | 93.61% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 197,626 | 5,839 | 0.44% | 0.44% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triangle Securities Wealth Management | History | Added to | 195,324 | 5,760 | 1.31% | 1.2% | 76 | +2,406 | 1.25% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 194,473 | 5,735 | 0.14% | 0.14% | 77 | -13,427 | -6.46% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 188,189 | 5,560 | 0.01% | 0.01% | 78 | -153,641 | -44.95% | Q1 2026 | Apr 08, 2026 |
| TKG Advisors, LLC | History | Reduced | 187,084 | 5,517 | 2.28% | 2.26% | 79 | -2,842 | -1.5% | Q1 2026 | Apr 24, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 184,481 | 5,440 | 1.94% | 2.58% | 80 | -55,675 | -23.18% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | New | 171,658 | 5,062 | 0.18% | — | 81 | +171,658 | New | Q1 2026 | May 14, 2026 |
| Glaxis Capital Management, LLC | History | New | 170,200 | 5,019 | 6.28% | — | 82 | +170,200 | New | Q1 2026 | May 11, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 166,732 | 4,926 | 3.12% | 3.12% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 164,251 | 4,843 | 0.6% | 0.56% | 84 | +12,761 | 8.42% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 158,223 | 4,665 | 0.02% | 0.03% | 85 | -7,996 | -4.81% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 155,139 | 4,575 | 0.44% | 0.36% | 86 | +31,821 | 25.8% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 153,646 | 4,531 | 0.05% | 0.05% | 87 | +5,835 | 3.95% | Q1 2026 | May 01, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 149,539 | 4,409 | 1.41% | 0.36% | 88 | +115,889 | 344.4% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 145,461 | 4,289 | 0.07% | 0.08% | 89 | +12,247 | 9.19% | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 144,390 | 4,258 | 1.01% | 1.02% | 90 | +1,240 | 0.87% | Q1 2026 | Apr 28, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 141,796 | 4,181 | 1.66% | 1.48% | 91 | +18,682 | 15.17% | Q1 2026 | May 01, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 141,699 | 4,178 | 0.08% | 0.08% | 92 | +6,288 | 4.64% | Q1 2026 | Apr 15, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 139,229 | 4,121 | 0.93% | 0.73% | 93 | +34,023 | 32.34% | Q1 2026 | May 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 139,098 | 4,102 | 0.05% | 0.05% | 94 | +13,050 | 10.35% | Q1 2026 | Apr 23, 2026 |
| Entruity Wealth, LLC | History | Added to | 133,312 | 3,931 | 2.67% | 2.79% | 95 | +966 | 0.73% | Q1 2026 | May 08, 2026 |
| CLG LLC | History | Added to | 132,943 | 3,920 | 0.97% | 0.92% | 96 | +7,956 | 6.37% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Reduced | 132,486 | 3,907 | 1.03% | 1.16% | 97 | -9,060 | -6.4% | Q1 2026 | May 14, 2026 |
| G&S Capital LLC | History | Added to | 131,499 | 3,877 | 1.36% | 1.35% | 98 | +2,387 | 1.85% | Q1 2026 | Apr 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 130,649 | 3,852 | 0.21% | 0.23% | 99 | -2,649 | -1.99% | Q1 2026 | Apr 16, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 129,603 | 3,822 | 0.43% | 0.42% | 100 | +2,507 | 1.97% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | New | 129,343 | 3,814 | 0.05% | — | 101 | +129,343 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 129,213 | 3,810 | 0.12% | 0.08% | 102 | +41,880 | 47.95% | Q1 2026 | May 13, 2026 |
| Olistico Wealth, LLC | History | Added to | 119,021 | 3,509 | 1.73% | 1.71% | 103 | +442 | 0.37% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 118,581 | 3,496 | 0.05% | 0.05% | 104 | +5,167 | 4.56% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 115,651 | 3,410 | 0.01% | 0.01% | 105 | +14,605 | 14.45% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 113,492 | 3,347 | 0.01% | — | 106 | +113,492 | New | Q1 2026 | May 01, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 112,594 | 3,320 | 0.17% | 0.17% | 107 | +2,756 | 2.51% | Q1 2026 | Apr 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 103,561 | 3,054 | 0.9% | 0.76% | 108 | +14,445 | 16.21% | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 101,471 | 2,992 | 1.09% | 1.05% | 109 | +8,080 | 8.65% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 99,225 | 2,926 | 0.11% | 0.1% | 110 | +6,903 | 7.48% | Q1 2026 | May 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 98,073 | 2,892 | 0.83% | 0.76% | 111 | +8,311 | 9.26% | Q1 2026 | May 14, 2026 |
| Aspire Growth Partners LLC | History | Reduced | 97,678 | 2,880 | 1.98% | 2.04% | 112 | -1,366 | -1.38% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 97,252 | 2,867 | 0.1% | 0.11% | 113 | +14,271 | 17.2% | Q1 2026 | May 19, 2026 |
| Transcendent Capital Group LLC | History | Added to | 95,624 | 2,819 | 1.28% | 0.98% | 114 | +22,034 | 29.94% | Q1 2026 | Apr 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 92,508 | 2,728 | 0.04% | 0.04% | 115 | +4,118 | 4.66% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 89,432 | 2,637 | 0.09% | 0.08% | 116 | +7,632 | 9.33% | Q1 2026 | Apr 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 89,378 | 2,635 | 0.13% | 0.13% | 117 | -1,650 | -1.81% | Q1 2026 | May 04, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 88,635 | 2,613 | 2.06% | 1.85% | 118 | +12,716 | 16.75% | Q1 2026 | Apr 24, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 87,298 | 2,574 | 1.67% | 1.42% | 119 | +11,969 | 15.89% | Q1 2026 | May 06, 2026 |
| Bill Few Associates, Inc. | History | Added to | 85,071 | 2,508 | 0.6% | 0.58% | 120 | +4,891 | 6.1% | Q1 2026 | Apr 08, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 82,576 | 2,435 | 1.36% | 3.14% | 121 | -104,876 | -55.95% | Q1 2026 | Apr 16, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 78,672 | 2,320 | 0.99% | 1.01% | 122 | -1,497 | -1.87% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Added to | 77,390 | 2,282 | 0.37% | 0.11% | 123 | +54,272 | 234.76% | Q1 2026 | May 06, 2026 |
| ERn Financial, LLC | History | Added to | 77,169 | 2,275 | 0.43% | 0.36% | 124 | +12,949 | 20.16% | Q1 2026 | Apr 24, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 76,156 | 2,245 | 1.12% | 1.1% | 125 | +4,337 | 6.04% | Q1 2026 | Apr 27, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 75,891 | 2,238 | 0.49% | 0.49% | 126 | +339 | 0.45% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 75,032 | 2,212 | 0.0% | 0.0% | 127 | +25,788 | 52.37% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 67,208 | 2,151 | 0.13% | 0.13% | 128 | -887 | -1.3% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 72,608 | 2,141 | 0.02% | 0.02% | 129 | +420 | 0.58% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 72,335 | 2,133 | 0.0% | 0.0% | 130 | +38,936 | 116.58% | Q1 2026 | May 13, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 72,133 | 2,127 | 0.55% | 0.58% | 131 | +272 | 0.38% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 70,940 | 2,092 | 0.06% | 0.06% | 132 | -732 | -1.02% | Q1 2026 | May 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 70,581 | 2,081 | 0.86% | 0.79% | 133 | -6,092 | -7.95% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 68,651 | 2,050 | 0.02% | 0.02% | 134 | -493 | -0.71% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Added to | 66,243 | 1,953 | 0.0% | 0.0% | 135 | +5,700 | 9.41% | Q1 2026 | May 14, 2026 |
| Burford Brothers, Inc. | History | Added to | 65,866 | 1,942 | 0.8% | 0.8% | 136 | +362 | 0.55% | Q1 2026 | Apr 27, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 63,749 | 1,879 | 1.44% | 1.41% | 137 | -559 | -0.87% | Q1 2026 | Apr 20, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 63,305 | 1,867 | 0.34% | 0.31% | 138 | +2,645 | 4.36% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 61,039 | 1,800 | 0.11% | 0.09% | 139 | -947 | -1.53% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 59,104 | 1,742 | 0.09% | 0.09% | 140 | +223 | 0.38% | Q1 2026 | May 15, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 59,021 | 1,740 | 0.68% | 0.67% | 141 | +671 | 1.15% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 57,579 | 1,698 | 0.04% | 0.04% | 142 | +8,328 | 16.91% | Q1 2026 | May 11, 2026 |
| 5T Wealth, LLC | History | Added to | 57,320 | 1,690 | 0.67% | 0.66% | 143 | +1,636 | 2.94% | Q1 2026 | Apr 13, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 57,290 | 1,689 | 1.0% | — | 144 | +57,290 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 56,569 | 1,671 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 55,417 | 1,634 | 0.02% | 0.02% | 146 | -3,044 | -5.21% | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 54,565 | 1,609 | 0.04% | 0.01% | 147 | +32,140 | 143.32% | Q1 2026 | May 08, 2026 |
| Clear Point Advisors Inc. | History | New | 60,722 | 1,594 | 1.24% | — | 148 | +60,722 | New | Q1 2026 | Apr 28, 2026 |
| Wealth Science Advisors LLC | History | No change | 53,223 | 1,572 | 0.88% | 0.91% | 149 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 52,134 | 1,555 | 0.0% | 0.01% | 150 | +1,316 | 2.59% | Q1 2026 | May 12, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 50,912 | 1,501 | 1.18% | 0.63% | 151 | +25,549 | 100.73% | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 47,142 | 1,390 | 0.02% | 0.03% | 152 | -27,688 | -37.0% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 46,442 | 1,369 | 0.02% | — | 153 | +46,442 | New | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | Added to | 46,307 | 1,365 | 0.84% | 0.96% | 154 | +673 | 1.47% | Q1 2026 | Apr 07, 2026 |
| Signature Wealth Management Group | History | Added to | 46,263 | 1,364 | 0.52% | 0.55% | 155 | +205 | 0.45% | Q1 2026 | Apr 01, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 46,218 | 1,362 | 0.88% | 0.74% | 157 | +8,834 | 23.63% | Q1 2026 | May 12, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 46,202 | 1,362 | 0.93% | 0.92% | 156 | +2,354 | 5.37% | Q1 2026 | Apr 23, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 45,998 | 1,356 | 0.64% | 0.6% | 158 | +5,715 | 14.19% | Q1 2026 | May 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 44,878 | 1,323 | 0.01% | — | 159 | +44,878 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 44,135 | 1,301 | 0.01% | 0.0% | 160 | +16,302 | 58.57% | Q1 2026 | Apr 15, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 43,088 | 1,270 | 0.35% | 0.34% | 161 | -1,104 | -2.5% | Q1 2026 | May 05, 2026 |
| RM Financial Services, LLC | History | New | 42,617 | 1,256 | 1.08% | — | 162 | +42,617 | New | Q1 2026 | May 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 42,192 | 1,244 | 0.19% | 0.16% | 163 | +8,678 | 25.89% | Q1 2026 | May 07, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 42,002 | 1,238 | 0.4% | 0.41% | 164 | -908 | -2.12% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 40,935 | 1,207 | 0.01% | 0.01% | 165 | -810 | -1.94% | Q1 2026 | May 05, 2026 |
| Rather & Kittrell, Inc. | History | No change | 40,406 | 1,191 | 0.18% | 0.19% | 166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 40,223 | 1,186 | 0.06% | 0.06% | 167 | +2,750 | 7.34% | Q1 2026 | Apr 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 38,965 | 1,149 | 0.19% | 0.18% | 168 | +3,904 | 11.13% | Q1 2026 | Apr 29, 2026 |
| Mann Financial Group, Inc. | History | Added to | 38,712 | 1,141 | 1.07% | 1.08% | 169 | +980 | 2.6% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 37,043 | 1,092 | 0.02% | 0.02% | 170 | +1,131 | 3.15% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 36,990 | 1,090 | 0.23% | 0.47% | 171 | -34,857 | -48.52% | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 36,490 | 1,076 | 0.43% | 0.43% | 172 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Essex Financial Services, Inc. | History | Added to | 36,176 | 1,066 | 0.06% | 0.06% | 173 | +2,558 | 7.61% | Q1 2026 | Apr 24, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 36,119 | 1,065 | 0.23% | 0.2% | 174 | +6,294 | 21.1% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 35,729 | 1,053 | 0.03% | 0.02% | 175 | +8,311 | 30.31% | Q1 2026 | May 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 34,978 | 1,031 | 0.45% | 0.51% | 176 | +252 | 0.73% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 34,745 | 1,024 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 34,625 | 1,021 | 0.05% | 0.03% | 178 | +17,825 | 106.1% | Q1 2026 | May 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 34,392 | 1,014 | 0.12% | 0.11% | 179 | +540 | 1.6% | Q1 2026 | May 01, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 34,173 | 1,007 | 0.11% | 0.09% | 180 | +4,835 | 16.48% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 33,857 | 998 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 33,809 | 997 | 0.03% | 0.02% | 182 | +18,012 | 114.02% | Q1 2026 | May 14, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 32,438 | 956 | 0.58% | 0.58% | 183 | -64 | -0.2% | Q1 2026 | Apr 21, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 32,400 | 955 | 0.06% | 0.56% | 184 | +239 | 0.74% | Q1 2026 | Apr 16, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 32,044 | 944 | 0.35% | 0.29% | 185 | +5,307 | 19.85% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 31,322 | 925 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 30,457 | 898 | 0.04% | — | 189 | +30,457 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 30,459 | 898 | 0.01% | 0.01% | 187 | +15,373 | 101.9% | Q1 2026 | May 18, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 30,478 | 898 | 0.05% | 0.05% | 188 | +540 | 1.8% | Q1 2026 | May 13, 2026 |
| Alpha Financial Partners LLC | History | Added to | 30,411 | 896 | 0.53% | 0.21% | 190 | +18,928 | 164.83% | Q1 2026 | May 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 30,321 | 894 | 0.42% | 0.42% | 191 | -19 | -0.06% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 29,176 | 860 | 0.06% | 0.04% | 192 | +10,145 | 53.31% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 29,171 | 860 | 0.01% | 0.01% | 193 | +3 | 0.01% | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | Added to | 27,897 | 822 | 0.1% | 0.41% | 194 | +7,869 | 39.29% | Q1 2026 | Apr 29, 2026 |
| Lincoln Capital LLC | History | Added to | 27,572 | 813 | 0.15% | 0.15% | 195 | +72 | 0.26% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 27,354 | 806 | 0.02% | 0.02% | 196 | -4,412 | -13.89% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 26,570 | 783 | 0.06% | 0.04% | 197 | +15,672 | 143.81% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 26,394 | 778 | 0.07% | 0.06% | 198 | +7,854 | 42.36% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 26,275 | 774 | 0.03% | — | 200 | +26,275 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,249 | 774 | 0.01% | 0.01% | 199 | +1,982 | 8.17% | Q1 2026 | Apr 14, 2026 |
| PFG Advisors | History | Added to | 25,800 | 760 | 0.04% | 0.03% | 201 | +6,451 | 33.34% | Q1 2026 | May 05, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 25,796 | 760 | 0.11% | 0.1% | 202 | +1,820 | 7.59% | Q1 2026 | Apr 08, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 25,574 | 754 | 0.26% | 0.3% | 203 | -2,639 | -9.35% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 25,218 | 743 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Added to | 24,134 | 711 | 0.05% | 0.04% | 205 | +4,389 | 22.23% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,016 | 708 | 0.01% | 0.01% | 206 | +2,216 | 10.17% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 23,185 | 683 | 0.02% | 0.02% | 207 | +2,683 | 13.09% | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 22,070 | 650 | 0.01% | 0.01% | 208 | -1,282 | -5.49% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,614 | 607 | 0.01% | 0.01% | 209 | +2,755 | 15.43% | Q1 2026 | Apr 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 20,556 | 606 | 0.03% | 0.02% | 211 | +2,673 | 14.95% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 20,555 | 606 | 0.03% | 0.03% | 210 | +893 | 4.54% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 20,528 | 605 | 0.0% | — | 212 | +20,528 | New | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,515 | 604 | 0.01% | 0.04% | 213 | -54,522 | -72.66% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 20,316 | 600 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 20,169 | 594 | 0.17% | 0.17% | 215 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Junk Investment Group, LLC | History | New | 19,777 | 583 | 0.31% | — | 216 | +19,777 | New | Q1 2026 | May 08, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 19,638 | 579 | 0.41% | 0.36% | 217 | +3,417 | 21.07% | Q1 2026 | May 19, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 19,428 | 572 | 0.55% | 0.46% | 218 | +3,734 | 23.79% | Q1 2026 | May 05, 2026 |
| JSF Financial, LLC | History | Reduced | 19,321 | 569 | 0.11% | 0.22% | 219 | -16,595 | -46.21% | Q1 2026 | May 07, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 19,120 | 563 | 0.04% | 0.04% | 220 | +700 | 3.8% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | No change | 19,084 | 562 | 0.12% | 0.12% | 221 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 18,921 | 557 | 0.09% | 0.04% | 222 | +9,214 | 94.92% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,584 | 548 | 0.01% | 0.01% | 223 | +223 | 1.21% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,504 | 545 | 0.04% | 0.04% | 224 | +484 | 2.69% | Q1 2026 | Apr 22, 2026 |
| Nautilus Advisors LLC | History | Added to | 18,154 | 535 | 0.37% | 0.28% | 225 | +3,682 | 25.44% | Q1 2026 | Apr 17, 2026 |
| tru Independence LLC | History | Reduced | 18,014 | 531 | 0.26% | 0.13% | 226 | -94 | -0.52% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,678 | 521 | 0.0% | 0.0% | 227 | +1,326 | 8.11% | Q1 2026 | Apr 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 17,446 | 514 | 0.19% | 0.11% | 228 | +6,688 | 62.17% | Q1 2026 | May 11, 2026 |
| Round Rock Advisors LLC | History | Reduced | 17,373 | 512 | 0.08% | 0.08% | 229 | -170 | -0.97% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,771 | 494 | 0.01% | 0.01% | 230 | -2,325 | -12.18% | Q1 2026 | Apr 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 16,667 | 491 | 0.05% | 0.05% | 231 | -327 | -1.92% | Q1 2026 | Apr 15, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 16,318 | 481 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sepio Capital, LP | History | New | 15,837 | 467 | 0.03% | — | 233 | +15,837 | New | Q1 2026 | May 13, 2026 |
| Orca Wealth Management, LLC | History | Added to | 15,459 | 455 | 0.32% | 0.32% | 234 | +1,370 | 9.72% | Q1 2026 | Apr 23, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 15,240 | 449 | 0.36% | 0.37% | 235 | +39 | 0.26% | Q1 2026 | Apr 21, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 15,218 | 448 | 0.1% | 0.11% | 236 | +1,249 | 8.94% | Q1 2026 | Apr 14, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 14,827 | 437 | 0.21% | — | 238 | +14,827 | New | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Reduced | 14,848 | 437 | 0.06% | 0.06% | 237 | -393 | -2.58% | Q1 2026 | Apr 09, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 14,719 | 434 | 0.12% | 0.13% | 239 | +87 | 0.59% | Q1 2026 | Apr 23, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,349 | 429 | 0.03% | 0.06% | 240 | -8,768 | -39.64% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,484 | 427 | 0.0% | 0.0% | 241 | +7,623 | 111.11% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 14,073 | 416 | 0.01% | 0.0% | 242 | +13,719 | 3875.42% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 14,073 | 415 | 0.04% | 0.05% | 243 | +1,527 | 12.17% | Q1 2026 | Apr 23, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,967 | 411 | 0.02% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 13,852 | 408 | 0.03% | 0.03% | 245 | +1,179 | 9.3% | Q1 2026 | May 13, 2026 |
| Vantus Wealth LLC | History | No change | 13,144 | 388 | 0.29% | 0.29% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 13,065 | 385 | 0.02% | 0.01% | 247 | +1,358 | 11.6% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | No change | 12,980 | 382 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,845 | 378 | 0.01% | 0.01% | 249 | +1,996 | 18.4% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 12,661 | 373 | 0.03% | 0.02% | 250 | +2,533 | 25.01% | Q1 2026 | Apr 23, 2026 |
| CapWealth Advisors, LLC | History | No change | 12,612 | 371 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advance Capital Management, Inc. | History | No change | 12,532 | 369 | 0.01% | 0.02% | 252 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 12,498 | 368 | 0.01% | 0.0% | 253 | +4,772 | 61.77% | Q1 2026 | Apr 27, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | New | 12,354 | 364 | 0.16% | — | 254 | +12,354 | New | Q1 2026 | Apr 24, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 11,984 | 353 | 0.05% | 0.05% | 255 | +683 | 6.04% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | New | 11,961 | 352 | 0.01% | — | 256 | +11,961 | New | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 11,905 | 351 | 0.03% | 0.03% | 257 | +1,071 | 9.89% | Q1 2026 | Apr 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 11,650 | 343 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 11,577 | 341 | 0.0% | — | 259 | +11,577 | New | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 11,486 | 338 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 11,111 | 331 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LongView Wealth Management | History | Added to | 10,285 | 329 | 0.08% | 0.08% | 262 | +212 | 2.1% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | New | 11,102 | 327 | 0.0% | — | 263 | +11,102 | New | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 11,079 | 326 | 0.01% | 0.02% | 264 | -325 | -2.85% | Q1 2026 | Apr 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 11,076 | 326 | 0.04% | 0.03% | 265 | -65 | -0.58% | Q1 2026 | Apr 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 11,000 | 324 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | New | 10,977 | 323 | 0.01% | — | 267 | +10,977 | New | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 10,933 | 322 | 0.0% | — | 268 | +10,933 | New | Q1 2026 | Apr 28, 2026 |
| EQ LLC | History | New | 10,846 | 319 | 0.09% | — | 269 | +10,846 | New | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,658 | 314 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 10,396 | 306 | 0.11% | — | 272 | +10,396 | New | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,402 | 306 | 0.01% | 0.01% | 271 | -476 | -4.38% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,355 | 305 | 0.01% | 0.01% | 273 | -3,453 | -25.01% | Q1 2026 | Apr 08, 2026 |
| Financial Planning Navigators CORP | History | No change | 10,177 | 300 | 0.13% | 0.14% | 274 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 10,146 | 299 | 0.03% | 0.03% | 275 | -207 | -2.0% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 10,130 | 298 | 0.01% | 0.01% | 276 | +1,540 | 17.93% | Q1 2026 | Apr 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9,950 | 293 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Carter Financial, LLC | History | No change | 9,663 | 284 | 0.25% | 0.25% | 278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 9,625 | 283 | 0.13% | 0.13% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,402 | 277 | 0.0% | — | 280 | +9,402 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 9,194 | 271 | 0.0% | — | 281 | +9,194 | New | Q1 2026 | May 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 8,827 | 260 | 0.09% | 0.1% | 282 | +6 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,804 | 259 | 0.0% | — | 283 | +8,804 | New | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | No change | 8,757 | 258 | 0.12% | 0.11% | 284 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,522 | 251 | 0.0% | 0.0% | 285 | -727 | -7.86% | Q1 2026 | Apr 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,420 | 248 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 8,300 | 244 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,143 | 240 | 0.01% | 0.16% | 288 | -111,344 | -93.19% | Q1 2026 | May 18, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 8,034 | 236 | 0.01% | — | 290 | +8,034 | New | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,020 | 236 | 0.0% | 0.0% | 289 | -734 | -8.38% | Q1 2026 | May 13, 2026 |
| Baron Wealth Management LLC | History | New | 7,928 | 233 | 0.07% | — | 292 | +7,928 | New | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | No change | 7,931 | 233 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 7,833 | 230 | 0.03% | 0.03% | 293 | -284 | -3.5% | Q1 2026 | Apr 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 7,628 | 224 | 0.03% | — | 294 | +7,628 | New | Q1 2026 | May 18, 2026 |
| CIM, LLC | History | Added to | 7,498 | 221 | 0.03% | 0.03% | 295 | +233 | 3.21% | Q1 2026 | May 18, 2026 |
| HANCOCK WHITNEY CORP | History | New | 6,862 | 220 | 0.0% | — | 296 | +6,862 | New | Q1 2026 | May 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 7,021 | 207 | 0.05% | 0.06% | 297 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,000 | 206 | 0.0% | 0.0% | 298 | -4,200 | -37.5% | Q1 2026 | May 14, 2026 |
| Luminvest Wealth Management LLC | History | No change | 6,941 | 204 | 0.05% | 0.06% | 299 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harborfront Financial Group LLC | History | No change | 6,882 | 203 | 1.51% | 1.51% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |