Capital Group International Focus Equity ETF - CGXU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 13,849,090 | 409,240 | 0.11% | 0.1% | 1 | +2,364,368 | 20.59% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,587,943 | 224,223 | 0.14% | 0.14% | 2 | +257,468 | 3.51% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,817,543 | 171,908 | 0.03% | 0.03% | 3 | +221,029 | 3.95% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,190,076 | 153,366 | 0.05% | 0.05% | 4 | +44,561 | 0.87% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 5,061,926 | 149,579 | 0.02% | 0.02% | 5 | +218,918 | 4.52% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 4,704,190 | 139,008 | 0.01% | 0.01% | 6 | +335,237 | 7.67% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 4,133,960 | 122,158 | 0.18% | 0.2% | 7 | -39,567 | -0.95% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,129,380 | 122,024 | 0.02% | — | 8 | +4,129,380 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,883,153 | 114,747 | 0.22% | 0.24% | 9 | -169,683 | -4.19% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 3,236,719 | 95,645 | 1.52% | 1.58% | 10 | +44,188 | 1.38% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,860,709 | 84,533 | 0.11% | 0.11% | 11 | +64,670 | 2.31% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,110,846 | 62,375 | 0.0% | 0.0% | 12 | +304,678 | 16.87% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,069,865 | 61,164 | 0.06% | 0.05% | 13 | +354,082 | 20.64% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,988,449 | 58,758 | 0.05% | 0.05% | 14 | +221,301 | 12.52% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,987,639 | 58,741 | 0.09% | 0.08% | 15 | +145,199 | 7.88% | Q4 2025 | Feb 17, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 1,890,344 | 55,859 | 6.84% | 5.15% | 16 | +525,838 | 38.54% | Q4 2025 | Jan 09, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,836,033 | 54,254 | 2.25% | 2.54% | 17 | +95,441 | 5.48% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,654,718 | 48,896 | 0.01% | 0.01% | 18 | +106,718 | 6.89% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,629,715 | 48,158 | 0.03% | 0.03% | 19 | +257,655 | 18.78% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 1,585,281 | 46,845 | 7.31% | 8.13% | 20 | +91,066 | 6.09% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,455,359 | 43,005 | 0.2% | 0.15% | 21 | +397,744 | 37.61% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 1,388,534 | 40,967 | 0.21% | 0.25% | 22 | +44,186 | 3.29% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,382,353 | 40,848 | 0.04% | 0.05% | 23 | -127,879 | -8.47% | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | Added to | 1,274,494 | 37,661 | 3.8% | 3.89% | 24 | +30,817 | 2.48% | Q4 2025 | Jan 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,255,985 | 37,114 | 2.13% | 1.58% | 25 | +718,702 | 133.77% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,187,862 | 35,101 | 0.08% | 0.09% | 26 | -65,853 | -5.25% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,110,461 | 32,814 | 0.08% | 0.08% | 27 | +59,290 | 5.64% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,080,465 | 31,927 | 0.13% | 0.13% | 28 | +100,363 | 10.24% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,068,173 | 31,564 | 1.68% | 1.72% | 29 | +41,848 | 4.08% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,040,788 | 30,755 | 0.08% | 0.08% | 30 | +100,726 | 10.71% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 969,747 | 28,656 | 0.04% | 0.04% | 31 | +32,023 | 3.41% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Reduced | 853,723 | 25,228 | 2.27% | 2.39% | 32 | -45,028 | -5.01% | Q4 2025 | Jan 30, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 779,611 | 23,037 | 10.64% | 10.74% | 33 | +20,588 | 2.71% | Q4 2025 | Jan 16, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 732,675 | 21,650 | 2.91% | 2.94% | 34 | +23,011 | 3.24% | Q4 2025 | Jan 15, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 717,100 | 21,190 | 6.07% | 6.65% | 35 | +17,157 | 2.45% | Q4 2025 | Jan 27, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 707,368 | 20,902 | 0.99% | 0.92% | 36 | +82,928 | 13.28% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 688,808 | 20,354 | 0.12% | 0.12% | 37 | +43,103 | 6.68% | Q4 2025 | Jan 29, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 669,077 | 19,771 | 10.01% | 10.05% | 38 | +7,710 | 1.17% | Q4 2025 | Jan 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 617,695 | 18,252 | 0.36% | 0.31% | 39 | +120,978 | 24.36% | Q4 2025 | Jan 14, 2026 |
| Souders Financial Advisors | History | Added to | 611,804 | 18,078 | 2.07% | 2.12% | 40 | +11,136 | 1.85% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 602,631 | 17,807 | 0.06% | 0.08% | 41 | +8,271 | 1.39% | Q4 2025 | Feb 18, 2026 |
| DeDora Capital, Inc. | History | Added to | 601,170 | 17,764 | 4.2% | 4.24% | 42 | +8,103 | 1.37% | Q4 2025 | Jan 22, 2026 |
| Lantz Financial LLC | History | Added to | 591,770 | 17,486 | 3.69% | 3.62% | 43 | +39,164 | 7.09% | Q4 2025 | Jan 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 577,499 | 17,065 | 1.87% | 2.02% | 44 | -21,395 | -3.57% | Q4 2025 | Feb 18, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 567,837 | 16,779 | 11.81% | 10.76% | 45 | +24,133 | 4.44% | Q4 2025 | Jan 16, 2026 |
| BetterWealth, LLC | History | Added to | 555,653 | 16,419 | 3.74% | 3.77% | 46 | +20,769 | 3.88% | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 541,588 | 16,003 | 0.59% | 0.6% | 47 | +30,337 | 5.93% | Q4 2025 | Feb 06, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 532,320 | 15,730 | 4.38% | 3.99% | 48 | +21,647 | 4.24% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 520,000 | 15,366 | 0.0% | 0.0% | 49 | +332,653 | 177.56% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 451,186 | 13,332 | 0.23% | 0.3% | 50 | +15,367 | 3.53% | Q4 2025 | Feb 09, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 439,332 | 13,285 | 2.1% | 2.19% | 51 | +2,416 | 0.55% | Q4 2025 | Jan 08, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 424,626 | 12,547 | 5.26% | 5.35% | 52 | +36,769 | 9.48% | Q4 2025 | Jan 26, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 418,426 | 12,364 | 0.39% | 0.39% | 53 | +34,770 | 9.06% | Q4 2025 | Jan 12, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 376,754 | 11,897 | 8.03% | — | 54 | +376,754 | New | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 341,830 | 10,535 | 0.01% | 0.02% | 55 | +1,967 | 0.58% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 351,445 | 10,385 | 0.0% | 0.0% | 56 | +55,201 | 18.63% | Q4 2025 | Feb 11, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 344,706 | 10,186 | 4.3% | 4.7% | 57 | -4,930 | -1.41% | Q4 2025 | Feb 02, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 339,241 | 10,024 | 0.65% | 0.84% | 58 | -81,323 | -19.34% | Q4 2025 | Feb 03, 2026 |
| Burton Enright Welch | History | Added to | 337,912 | 9,985 | 1.41% | 1.25% | 59 | +59,162 | 21.22% | Q4 2025 | Feb 13, 2026 |
| Troutman Wealth Management, LLC | History | New | 313,727 | 9,270 | 7.66% | — | 60 | +313,727 | New | Q4 2025 | Feb 18, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 295,090 | 8,719 | 5.48% | 5.67% | 61 | -3,965 | -1.33% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Added to | 291,594 | 8,617 | 0.26% | 0.24% | 62 | +11,935 | 4.27% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 288,763 | 8,534 | 0.01% | 0.01% | 63 | +79,700 | 38.12% | Q4 2025 | Mar 09, 2026 |
| HUB Investment Partners, LLC | History | Added to | 286,780 | 8,474 | 0.22% | 0.25% | 64 | +30,620 | 11.95% | Q4 2025 | Feb 17, 2026 |
| Michael Brady & Co., LLC | History | New | 265,485 | 7,845 | 7.83% | — | 65 | +265,485 | New | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 259,038 | 7,654 | 0.05% | 0.05% | 66 | +25,805 | 11.06% | Q4 2025 | Feb 17, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 240,156 | 7,097 | 2.58% | 3.61% | 67 | -79,924 | -24.97% | Q4 2025 | Jan 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 221,639 | 6,549 | 0.34% | 0.33% | 68 | +18,178 | 8.93% | Q4 2025 | Feb 05, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 216,664 | 6,402 | 1.94% | 1.81% | 69 | +5,892 | 2.8% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 207,929 | 6,144 | 0.03% | 0.03% | 70 | +27,897 | 15.5% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | New | 207,900 | 6,143 | 0.14% | — | 71 | +207,900 | New | Q4 2025 | Feb 05, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 197,626 | 5,839 | 0.44% | 0.36% | 72 | +6,200 | 3.24% | Q4 2025 | Feb 17, 2026 |
| Triangle Securities Wealth Management | History | Added to | 192,918 | 5,700 | 1.2% | 1.29% | 73 | +22 | 0.01% | Q4 2025 | Jan 13, 2026 |
| TKG Advisors, LLC | History | Reduced | 189,926 | 5,612 | 2.26% | 2.41% | 74 | -112 | -0.06% | Q4 2025 | Jan 29, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 187,452 | 5,539 | 3.14% | 3.18% | 75 | +8,182 | 4.56% | Q4 2025 | Feb 10, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 187,107 | 5,529 | 1.53% | 1.41% | 76 | +18,555 | 11.01% | Q4 2025 | Jan 23, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 185,129 | 5,470 | 2.65% | 2.82% | 77 | +15,153 | 8.91% | Q4 2025 | Jan 16, 2026 |
| CENTRAL TRUST Co | History | Added to | 183,577 | 5,424 | 0.11% | 0.1% | 78 | +17,733 | 10.69% | Q4 2025 | Feb 02, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 166,732 | 4,926 | 3.12% | 3.23% | 79 | -3,555 | -2.09% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 166,219 | 4,911 | 0.03% | — | 80 | +166,219 | New | Q4 2025 | Feb 18, 2026 |
| United Advisor Group, LLC | History | Added to | 151,490 | 4,476 | 0.56% | 0.55% | 81 | +14,475 | 10.56% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | Added to | 147,811 | 4,367 | 0.05% | 0.05% | 82 | +8,468 | 6.08% | Q4 2025 | Jan 26, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 143,150 | 4,230 | 1.02% | 1.0% | 83 | +6,550 | 4.8% | Q4 2025 | Jan 20, 2026 |
| Bare Financial Services, Inc | History | Reduced | 141,546 | 4,182 | 1.16% | 1.28% | 84 | -3,025 | -2.09% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 140,452 | 4,150 | 0.0% | 0.0% | 85 | +38,458 | 37.71% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 135,411 | 4,001 | 0.08% | 0.08% | 86 | +8,975 | 7.1% | Q4 2025 | Feb 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 133,298 | 3,938 | 0.23% | — | 87 | +133,298 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 133,214 | 3,936 | 0.08% | 0.08% | 88 | +12,459 | 10.32% | Q4 2025 | Feb 09, 2026 |
| Entruity Wealth, LLC | History | Added to | 132,346 | 3,910 | 2.79% | 3.03% | 89 | +651 | 0.49% | Q4 2025 | Feb 03, 2026 |
| G&S Capital LLC | History | Reduced | 129,112 | 3,815 | 1.35% | 1.44% | 90 | -2,219 | -1.69% | Q4 2025 | Jan 28, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 127,096 | 3,755 | 0.42% | 0.43% | 91 | +1,866 | 1.49% | Q4 2025 | Jan 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 126,048 | 3,724 | 0.05% | 0.04% | 92 | +8,155 | 6.92% | Q4 2025 | Feb 02, 2026 |
| CLG LLC | History | Added to | 124,987 | 3,693 | 0.92% | 0.93% | 93 | +9,842 | 8.55% | Q4 2025 | Jan 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 123,318 | 3,644 | 0.36% | 0.33% | 94 | +18,068 | 17.17% | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 123,114 | 3,638 | 1.48% | 1.56% | 95 | +6,202 | 5.3% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 119,487 | 3,531 | 0.16% | 0.01% | 96 | +114,042 | 2094.44% | Q4 2025 | Feb 13, 2026 |
| Olistico Wealth, LLC | History | Reduced | 118,579 | 3,504 | 1.71% | 2.09% | 97 | -15,032 | -11.25% | Q4 2025 | Jan 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 114,636 | 3,387 | 0.06% | 0.04% | 98 | +44,530 | 63.52% | Q4 2025 | Feb 19, 2026 |
| Advisory Services Network, LLC | History | Added to | 113,414 | 3,351 | 0.05% | 0.05% | 99 | +1,223 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 109,838 | 3,245 | 0.17% | 0.22% | 100 | -21,785 | -16.55% | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 107,145 | 3,166 | 0.01% | 0.01% | 101 | +6,052 | 5.99% | Q4 2025 | Jan 26, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 105,206 | 3,108 | 0.73% | — | 102 | +105,206 | New | Q4 2025 | Mar 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 101,046 | 2,985 | 0.01% | 0.01% | 103 | +12,853 | 14.57% | Q4 2025 | Mar 16, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 93,391 | 2,953 | 1.05% | 0.89% | 104 | +10,519 | 12.69% | Q4 2025 | Feb 11, 2026 |
| Aspire Growth Partners LLC | History | Added to | 99,044 | 2,926 | 2.04% | 2.05% | 105 | +4,423 | 4.67% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 94,198 | 2,783 | 0.0% | 0.0% | 106 | +53,110 | 129.26% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 92,322 | 2,728 | 0.1% | 0.15% | 107 | +16,014 | 20.99% | Q4 2025 | Feb 04, 2026 |
| Procyon Advisors, LLC | History | Reduced | 91,028 | 2,689 | 0.13% | 0.16% | 108 | -2,079 | -2.23% | Q4 2025 | Jan 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 89,762 | 2,652 | 0.76% | 0.75% | 109 | +7,415 | 9.0% | Q4 2025 | Feb 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 89,116 | 2,633 | 0.76% | 0.64% | 110 | +17,186 | 23.89% | Q4 2025 | Jan 20, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 88,390 | 2,611 | 0.04% | 0.04% | 111 | +4,854 | 5.81% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 87,333 | 2,580 | 0.08% | 0.08% | 112 | -6,403 | -6.83% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 82,981 | 2,452 | 0.11% | 0.12% | 113 | +4,833 | 6.18% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Added to | 81,800 | 2,417 | 0.08% | 0.06% | 114 | +26,133 | 46.95% | Q4 2025 | Jan 14, 2026 |
| Bill Few Associates, Inc. | History | Added to | 80,180 | 2,369 | 0.58% | 0.61% | 115 | +745 | 0.94% | Q4 2025 | Jan 12, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 80,169 | 2,368 | 1.01% | 1.04% | 116 | -419 | -0.52% | Q4 2025 | Jan 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 79,244 | 2,341 | 0.03% | 0.03% | 117 | +2,285 | 2.97% | Q4 2025 | Feb 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 76,673 | 2,265 | 0.79% | 0.41% | 118 | +69,586 | 981.88% | Q4 2025 | Jan 20, 2026 |
| TrueWealth Financial Partners | History | New | 75,919 | 2,243 | 1.85% | — | 119 | +75,919 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 75,919 | 2,243 | 1.85% | — | 120 | +75,919 | New | Q4 2025 | Feb 05, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 75,552 | 2,232 | 0.49% | 0.49% | 121 | +2,736 | 3.76% | Q4 2025 | Jan 21, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 75,329 | 2,225 | 1.42% | — | 122 | +75,329 | New | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 75,037 | 2,216 | 0.04% | 0.04% | 123 | +2,575 | 3.55% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 74,830 | 2,211 | 0.03% | 0.02% | 124 | +33,544 | 81.25% | Q4 2025 | Jan 21, 2026 |
| Transcendent Capital Group LLC | History | Added to | 73,590 | 2,174 | 0.98% | 0.87% | 125 | +7,701 | 11.69% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 72,188 | 2,133 | 0.02% | 0.02% | 126 | -329 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 71,847 | 2,123 | 0.47% | 2.26% | 127 | -257,086 | -78.16% | Q4 2025 | Feb 04, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 71,861 | 2,123 | 0.58% | 0.55% | 128 | +4,833 | 7.21% | Q4 2025 | Feb 06, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 71,819 | 2,122 | 1.1% | 1.09% | 129 | +3,366 | 4.92% | Q4 2025 | Jan 22, 2026 |
| Sigma Planning Corp | History | Added to | 71,672 | 2,117 | 0.06% | 0.04% | 130 | +27,068 | 60.69% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 69,144 | 2,043 | 0.02% | 0.0% | 131 | +64,477 | 1381.55% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 68,095 | 2,012 | 0.13% | 0.14% | 132 | -259 | -0.38% | Q4 2025 | Jan 22, 2026 |
| Burford Brothers, Inc. | History | Added to | 65,504 | 1,935 | 0.8% | 0.8% | 133 | +2,500 | 3.97% | Q4 2025 | Feb 05, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 64,308 | 1,900 | 1.41% | 1.78% | 134 | -12,579 | -16.36% | Q4 2025 | Jan 14, 2026 |
| ERn Financial, LLC | History | Added to | 64,220 | 1,897 | 0.36% | 0.32% | 135 | +9,310 | 16.96% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 61,986 | 1,831 | 0.09% | 0.09% | 136 | +137 | 0.22% | Q4 2025 | Jan 20, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 60,660 | 1,792 | 0.31% | 0.33% | 137 | +2,053 | 3.5% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 60,543 | 1,789 | 0.0% | 0.0% | 138 | +25,454 | 72.54% | Q4 2025 | Jan 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 58,881 | 1,739 | 0.09% | 0.1% | 139 | -1,044 | -1.74% | Q4 2025 | Mar 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 58,461 | 1,727 | 0.02% | 0.0% | 140 | +46,058 | 371.35% | Q4 2025 | Feb 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 58,350 | 1,724 | 0.67% | 0.62% | 141 | +4,787 | 8.94% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | New | 56,569 | 1,671 | 0.03% | — | 142 | +56,569 | New | Q4 2025 | Feb 11, 2026 |
| 5T Wealth, LLC | History | Added to | 55,684 | 1,645 | 0.66% | 0.65% | 143 | +5,037 | 9.95% | Q4 2025 | Jan 27, 2026 |
| Wealth Science Advisors LLC | History | New | 53,223 | 1,572 | 0.91% | — | 144 | +53,223 | New | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 50,818 | 1,503 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Added to | 49,244 | 1,455 | 0.0% | 0.0% | 146 | +30,131 | 157.65% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 49,251 | 1,455 | 0.04% | 0.04% | 147 | +3,463 | 7.56% | Q4 2025 | Jan 29, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 44,192 | 1,376 | 0.34% | 0.39% | 148 | -2,394 | -5.14% | Q4 2025 | Feb 05, 2026 |
| Signature Wealth Management Group | History | Reduced | 46,058 | 1,361 | 0.55% | 0.53% | 149 | -339 | -0.73% | Q4 2025 | Jan 15, 2026 |
| Bulwark Capital Corp | History | Added to | 45,634 | 1,348 | 0.96% | 0.74% | 150 | +13,384 | 41.5% | Q4 2025 | Jan 12, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 43,848 | 1,295 | 0.92% | 0.91% | 151 | +3,044 | 7.46% | Q4 2025 | Jan 23, 2026 |
| Pines Wealth Management, LLC | History | Added to | 42,910 | 1,267 | 0.41% | 0.41% | 152 | +2,130 | 5.22% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 41,745 | 1,233 | 0.01% | 0.0% | 153 | +8,902 | 27.1% | Q4 2025 | Jan 29, 2026 |
| Rather & Kittrell, Inc. | History | No change | 40,406 | 1,193 | 0.19% | 0.21% | 154 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 40,283 | 1,190 | 0.6% | 0.51% | 155 | +8,963 | 28.62% | Q4 2025 | Jan 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 39,749 | 1,174 | 0.28% | 0.31% | 156 | +282 | 0.71% | Q4 2025 | Feb 02, 2026 |
| Mann Financial Group, Inc. | History | No change | 37,732 | 1,114 | 1.08% | 1.1% | 157 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 37,473 | 1,107 | 0.06% | 0.07% | 158 | +310 | 0.83% | Q4 2025 | Jan 26, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 37,384 | 1,104 | 0.74% | 0.8% | 159 | +3,437 | 10.12% | Q4 2025 | Feb 09, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 37,268 | 1,101 | 0.42% | 0.44% | 160 | +68 | 0.18% | Q4 2025 | Feb 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 36,490 | 1,078 | 0.43% | 0.45% | 161 | +461 | 1.28% | Q4 2025 | Feb 11, 2026 |
| JSF Financial, LLC | History | New | 35,916 | 1,061 | 0.22% | — | 162 | +35,916 | New | Q4 2025 | Feb 04, 2026 |
| Richmond Investment Services, LLC | History | Added to | 35,061 | 1,036 | 0.18% | 0.13% | 163 | +11,728 | 50.26% | Q4 2025 | Feb 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 34,726 | 1,026 | 0.51% | 0.54% | 165 | +1,265 | 3.78% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 34,745 | 1,026 | 0.09% | 0.09% | 164 | -204 | -0.58% | Q4 2025 | Jan 26, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 33,852 | 1,000 | 0.11% | 0.12% | 167 | +1,036 | 3.16% | Q4 2025 | Jan 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 33,857 | 1,000 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 33,650 | 994 | 0.36% | 0.32% | 168 | +4,451 | 15.24% | Q4 2025 | Feb 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 33,618 | 993 | 0.06% | 0.06% | 169 | +387 | 1.16% | Q4 2025 | Feb 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 33,514 | 990 | 0.16% | 0.17% | 170 | +1,386 | 4.31% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 33,399 | 987 | 0.0% | 0.0% | 171 | -26,098 | -43.86% | Q4 2025 | Feb 10, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 32,502 | 960 | 0.58% | 0.62% | 172 | -257 | -0.78% | Q4 2025 | Jan 20, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 32,161 | 950 | 0.56% | 0.56% | 173 | +1,257 | 4.07% | Q4 2025 | Jan 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 31,766 | 938 | 0.02% | 0.03% | 174 | -812 | -2.49% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 31,322 | 925 | 0.02% | 0.02% | 175 | +3,185 | 11.32% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 30,850 | 911 | 0.04% | 0.04% | 176 | +2,313 | 8.11% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 30,340 | 896 | 0.42% | 0.4% | 177 | +702 | 2.37% | Q4 2025 | Jan 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 29,938 | 884 | 0.05% | 0.06% | 178 | -170 | -0.56% | Q4 2025 | Feb 18, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 29,825 | 881 | 0.2% | 0.14% | 179 | +9,902 | 49.7% | Q4 2025 | Feb 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 29,338 | 866 | 0.09% | — | 181 | +29,338 | New | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | Added to | 29,168 | 866 | 0.01% | 0.01% | 180 | +1,246 | 4.46% | Q4 2025 | Jan 23, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 28,213 | 833 | 0.3% | 0.32% | 182 | +83 | 0.3% | Q4 2025 | Jan 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 27,833 | 822 | 0.0% | 0.0% | 183 | +8,856 | 46.67% | Q4 2025 | Jan 12, 2026 |
| Lincoln Capital LLC | History | Reduced | 27,500 | 812 | 0.15% | 0.16% | 184 | -512 | -1.83% | Q4 2025 | Jan 08, 2026 |
| Compound Planning, Inc. | History | Added to | 27,418 | 810 | 0.02% | 0.03% | 185 | +508 | 1.89% | Q4 2025 | Feb 19, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 26,737 | 790 | 0.29% | 0.28% | 186 | +1,278 | 5.02% | Q4 2025 | Jan 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 25,363 | 751 | 0.63% | — | 187 | +25,363 | New | Q4 2025 | Jan 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 25,218 | 745 | 0.01% | — | 188 | +25,218 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 24,267 | 717 | 0.01% | 0.01% | 189 | +2,755 | 12.81% | Q4 2025 | Feb 09, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 23,976 | 708 | 0.1% | 0.11% | 190 | -329 | -1.35% | Q4 2025 | Jan 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 23,352 | 690 | 0.01% | 0.01% | 191 | +178 | 0.77% | Q4 2025 | Jan 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 22,117 | 684 | 0.06% | 0.32% | 192 | -96,270 | -81.32% | Q4 2025 | Jan 20, 2026 |
| Clearstead Trust, LLC | History | New | 23,118 | 683 | 0.11% | — | 193 | +23,118 | New | Q4 2025 | Feb 09, 2026 |
| Valeo Financial Advisors, LLC | History | New | 22,425 | 662 | 0.01% | — | 194 | +22,425 | New | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,800 | 644 | 0.01% | 0.01% | 195 | +2,245 | 11.48% | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 20,502 | 605 | 0.02% | — | 196 | +20,502 | New | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 20,316 | 600 | 0.0% | 0.0% | 197 | -179 | -0.87% | Q4 2025 | Jan 29, 2026 |
| Capital International Investors | History | Added to | 20,291 | 599 | 0.0% | 0.0% | 198 | +10 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 20,169 | 595 | 0.17% | 0.18% | 199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CVFG LLC | History | Added to | 20,028 | 591 | 0.41% | 0.4% | 200 | +1,389 | 7.45% | Q4 2025 | Feb 06, 2026 |
| VICUS CAPITAL | History | Added to | 19,745 | 583 | 0.04% | 0.04% | 201 | +3,510 | 21.62% | Q4 2025 | Jan 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 19,662 | 581 | 0.03% | 0.03% | 202 | -981 | -4.75% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 19,349 | 571 | 0.03% | 0.04% | 203 | -12,261 | -38.79% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Added to | 19,096 | 564 | 0.01% | 0.01% | 204 | +2,211 | 13.09% | Q4 2025 | Feb 03, 2026 |
| Stonebrook Private Inc. | History | Reduced | 19,084 | 563 | 0.12% | 0.12% | 205 | -72 | -0.38% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 19,031 | 562 | 0.04% | 0.02% | 206 | +10,990 | 136.67% | Q4 2025 | Jan 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 18,540 | 547 | 0.06% | 0.05% | 207 | +9,262 | 99.83% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 18,420 | 544 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,361 | 542 | 0.01% | 0.01% | 209 | -308 | -1.65% | Q4 2025 | Jan 29, 2026 |
| tru Independence LLC | History | Added to | 18,108 | 535 | 0.13% | 0.14% | 210 | +491 | 2.79% | Q4 2025 | Jan 22, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 18,020 | 532 | 0.04% | 0.06% | 211 | -5,094 | -22.04% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 17,883 | 528 | 0.02% | 0.03% | 212 | -7,304 | -29.0% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 17,859 | 527 | 0.01% | 0.01% | 213 | +5,048 | 39.4% | Q4 2025 | Jan 16, 2026 |
| Round Rock Advisors LLC | History | No change | 17,543 | 518 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 16,994 | 502 | 0.05% | 0.05% | 215 | -97 | -0.57% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 16,800 | 496 | 0.03% | 0.03% | 216 | +1,250 | 8.04% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 18,429 | 494 | 0.01% | 0.01% | 217 | +6,684 | 56.91% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,352 | 483 | 0.0% | 0.0% | 218 | -401 | -2.39% | Q4 2025 | Jan 26, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 16,318 | 482 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 16,221 | 479 | 0.36% | 0.36% | 220 | +542 | 3.46% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 15,902 | 469 | 0.0% | 0.0% | 221 | +162 | 1.03% | Q4 2025 | Feb 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 15,797 | 466 | 0.02% | 0.01% | 222 | +1,605 | 11.31% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 15,694 | 463 | 0.46% | — | 223 | +15,694 | New | Q4 2025 | Feb 19, 2026 |
| CRA Financial Services, LLC | History | Added to | 15,241 | 450 | 0.06% | 0.05% | 224 | +1,876 | 14.04% | Q4 2025 | Jan 16, 2026 |
| Vigil Wealth Management, LLC | History | New | 15,201 | 449 | 0.37% | — | 225 | +15,201 | New | Q4 2025 | Feb 10, 2026 |
| Orca Wealth Management, LLC | History | Added to | 14,089 | 446 | 0.32% | 0.28% | 226 | +1,761 | 14.28% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | New | 15,086 | 445 | 0.01% | — | 227 | +15,086 | New | Q4 2025 | Feb 13, 2026 |
| Investment Planning Advisors, Inc. | History | New | 14,632 | 432 | 0.13% | — | 228 | +14,632 | New | Q4 2025 | Jan 20, 2026 |
| Nautilus Advisors LLC | History | Added to | 14,472 | 427 | 0.28% | 0.28% | 229 | +436 | 3.11% | Q4 2025 | Jan 22, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 13,969 | 412 | 0.11% | 0.12% | 231 | -281 | -1.97% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,967 | 412 | 0.01% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 13,808 | 408 | 0.01% | 0.07% | 232 | -70,991 | -83.72% | Q4 2025 | Jan 09, 2026 |
| Vantus Wealth LLC | History | New | 13,144 | 388 | 0.29% | — | 233 | +13,144 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | No change | 12,980 | 383 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | New | 12,673 | 374 | 0.03% | — | 235 | +12,673 | New | Q4 2025 | Feb 06, 2026 |
| CapWealth Advisors, LLC | History | Added to | 12,612 | 372 | 0.03% | 0.03% | 236 | +54 | 0.43% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 12,546 | 370 | 0.05% | — | 238 | +12,546 | New | Q4 2025 | Feb 04, 2026 |
| Advance Capital Management, Inc. | History | Added to | 12,532 | 370 | 0.02% | 0.01% | 237 | +4,876 | 63.69% | Q4 2025 | Jan 06, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 11,707 | 345 | 0.01% | 0.01% | 239 | +368 | 3.25% | Q4 2025 | Jan 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 11,650 | 344 | 0.05% | 0.06% | 240 | -1,875 | -13.86% | Q4 2025 | Jan 21, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 11,486 | 339 | 0.06% | 0.05% | 241 | +1,996 | 21.03% | Q4 2025 | Jan 28, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 11,483 | 339 | 0.21% | 0.22% | 242 | +66 | 0.58% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 11,404 | 336 | 0.02% | 0.02% | 243 | +57 | 0.5% | Q4 2025 | Jan 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 11,301 | 333 | 0.05% | 0.05% | 244 | +1,577 | 16.22% | Q4 2025 | Feb 09, 2026 |
| Quadrature Capital Ltd | History | New | 11,217 | 331 | 0.0% | — | 245 | +11,217 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 11,200 | 330 | 0.0% | — | 246 | +11,200 | New | Q4 2025 | Feb 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 11,141 | 329 | 0.03% | — | 247 | +11,141 | New | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,111 | 328 | 0.02% | 0.02% | 248 | +147 | 1.34% | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 11,000 | 325 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 10,898 | 322 | 0.04% | 0.18% | 250 | +243 | 2.28% | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 10,878 | 321 | 0.01% | 0.01% | 251 | +36 | 0.33% | Q4 2025 | Feb 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,849 | 320 | 0.01% | 0.01% | 252 | +3,215 | 42.11% | Q4 2025 | Feb 02, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 10,834 | 320 | 0.03% | 0.03% | 253 | +102 | 0.95% | Q4 2025 | Jan 23, 2026 |
| National Wealth Management Group, LLC | History | Added to | 10,758 | 317 | 0.11% | 0.08% | 254 | +3,446 | 47.13% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 10,658 | 314 | 0.0% | — | 256 | +10,658 | New | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Added to | 10,073 | 314 | 0.08% | 0.08% | 255 | +21 | 0.21% | Q4 2025 | Jan 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 10,353 | 305 | 0.03% | 0.03% | 257 | -965 | -8.53% | Q4 2025 | Jan 27, 2026 |
| Financial Planning Navigators CORP | History | New | 10,177 | 300 | 0.14% | — | 259 | +10,177 | New | Q4 2025 | Jan 16, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 10,154 | 300 | 0.05% | 0.0% | 258 | +2,048 | 25.27% | Q4 2025 | Mar 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 10,128 | 299 | 0.02% | 0.02% | 260 | +1,988 | 24.42% | Q4 2025 | Jan 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9,950 | 294 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SilverOak Wealth Management LLC | History | New | 9,707 | 286 | 0.04% | — | 262 | +9,707 | New | Q4 2025 | Jan 28, 2026 |
| Carter Financial, LLC | History | New | 9,663 | 285 | 0.25% | — | 263 | +9,663 | New | Q4 2025 | Mar 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 9,625 | 284 | 0.13% | — | 264 | +9,625 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,249 | 273 | 0.0% | 0.0% | 265 | +951 | 11.46% | Q4 2025 | Feb 02, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 8,821 | 260 | 0.1% | — | 266 | +8,821 | New | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 8,754 | 258 | 0.0% | — | 267 | +8,754 | New | Q4 2025 | Feb 11, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,757 | 258 | 0.11% | 0.12% | 268 | +42 | 0.48% | Q4 2025 | Jan 27, 2026 |
| Stokes Family Office, LLC | History | Reduced | 8,694 | 256 | 0.02% | 0.11% | 269 | -31,281 | -78.25% | Q4 2025 | Feb 18, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 8,590 | 253 | 0.01% | 0.01% | 270 | +203 | 2.42% | Q4 2025 | Feb 09, 2026 |
| Faithward Advisors, LLC | History | Reduced | 8,514 | 251 | 0.04% | 0.04% | 271 | -1,056 | -11.03% | Q4 2025 | Feb 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | New | 8,420 | 248 | 0.02% | — | 272 | +8,420 | New | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 8,300 | 245 | 0.02% | — | 273 | +8,300 | New | Q4 2025 | Feb 12, 2026 |
| James J. Burns & Company, LLC | History | Added to | 8,117 | 239 | 0.03% | 0.03% | 274 | +725 | 9.81% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 7,931 | 234 | 0.0% | — | 275 | +7,931 | New | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | New | 7,726 | 228 | 0.0% | — | 276 | +7,726 | New | Q4 2025 | Mar 12, 2026 |
| CIM, LLC | History | New | 7,265 | 214 | 0.03% | — | 277 | +7,265 | New | Q4 2025 | Feb 18, 2026 |
| Welch Group, LLC | History | New | 7,119 | 210 | 0.01% | — | 278 | +7,119 | New | Q4 2025 | Jan 26, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 7,021 | 207 | 0.06% | — | 279 | +7,021 | New | Q4 2025 | Jan 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 7,015 | 207 | 0.01% | — | 280 | +7,015 | New | Q4 2025 | Jan 28, 2026 |
| Luminvest Wealth Management LLC | History | New | 6,941 | 205 | 0.06% | — | 281 | +6,941 | New | Q4 2025 | Jan 26, 2026 |
| Harborfront Financial Group LLC | History | New | 6,882 | 203 | 1.51% | — | 282 | +6,882 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,861 | 202 | 0.0% | 0.0% | 284 | -2,890 | -29.64% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 6,844 | 202 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Miller Capital Partners, Inc. | History | New | 6,760 | 199 | 0.1% | — | 285 | +6,760 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 5,089 | 150 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Perspectives, Inc | History | No change | 4,655 | 137 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4,381 | 129 | 0.01% | 0.01% | 288 | -28 | -0.64% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 4,350 | 128 | 0.0% | 0.0% | 289 | +1,964 | 82.31% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 4,047 | 119 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | New | 3,743 | 110 | 0.01% | — | 291 | +3,743 | New | Q4 2025 | Feb 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,505 | 103 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 3,502 | 103 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,820 | 83 | 0.0% | 0.0% | 294 | +1,854 | 191.93% | Q4 2025 | Jan 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,756 | 81 | 0.0% | 0.0% | 295 | +436 | 18.79% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,425 | 71 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | No change | 2,350 | 69 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 2,174 | 64 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | No change | 1,671 | 49 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investors Portfolio Services LLC | History | New | 1,168 | 34 | 0.03% | — | 302 | +1,168 | New | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,173 | 34 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Roxbury Financial LLC | History | No change | 1,158 | 34 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,149 | 33 | 0.0% | — | 303 | +1,149 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 950 | 28 | 0.0% | — | 304 | +950 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 955 | 28 | 0.0% | 0.0% | 305 | +235 | 32.64% | Q4 2025 | Feb 02, 2026 |
| Winch Advisory Services, LLC | History | Added to | 922 | 27 | 0.01% | 0.01% | 306 | +19 | 2.1% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 928 | 27 | 0.0% | 0.0% | 307 | -6 | -0.64% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | Added to | 780 | 23 | 0.0% | 0.0% | 308 | +165 | 26.83% | Q4 2025 | Jan 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 750 | 22 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| MCF Advisors LLC | History | Added to | 639 | 18 | 0.0% | 0.0% | 310 | +240 | 60.15% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 548 | 16 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 532 | 15 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 509 | 15 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 493 | 14 | 0.0% | 0.0% | 314 | +23 | 4.89% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 462 | 13 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 388 | 11 | 0.0% | — | 316 | +388 | New | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 371 | 10 | 0.01% | 0.01% | 319 | -215 | -36.69% | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 371 | 10 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | No change | 354 | 10 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 209 | 6 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | New | 141 | 4 | 0.0% | — | 322 | +141 | New | Q4 2025 | Feb 12, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 148 | 4 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 111 | 3 | 0.0% | — | 323 | +111 | New | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 89 | 2 | 0.0% | 0.07% | 324 | -39,701 | -99.78% | Q4 2025 | Feb 13, 2026 |
| Merited Wealth, LLC | History | New | 69 | 2 | 0.0% | — | 325 | +69 | New | Q4 2025 | Mar 26, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 37 | 1 | 0.0% | 0.0% | 326 | +1 | 2.78% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -98,724 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -88,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -67,341 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -54,123 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -50,838 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,497 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,724 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,998 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 30 | 0 | — | 0.06% | — | -3,207 | -99.07% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,760 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -997 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Financial Connections Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -637 | -100.0% | Q3 2025 | Oct 10, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2025 | Nov 07, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -25 | -51.02% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |