CAPITAL GROUP INTL FOCUS EQT
CUSIP 14019W109
Capital Group Intl Focus Eqt has 341 institutional holders in Filings Flow’s 13F database, together reporting 132.15M shares worth $3.8B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Northwestern Mutual Wealth Management Co, and Wells Fargo & Company/Mn.
Institutional Holders
341
Q1 2026
Reported Value
$3.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hopwood Financial Services, Inc.$148M AUM | 11.52% | $17M | 579.9K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 10.86% | $26M | 867.4K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 9.91% | $20M | 672.9K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 9.32% | $25M | 850.8K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 8.04% | $70M | 2.06M | Q2 2026 |
| Troutman Wealth Management, LLC$120M AUM | 7.57% | $9M | 308.0K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 7.06% | $25M | 854.4K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 6.74% | $59M | 1.71M | Q2 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 6.57% | $15M | 43.4K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 6.23% | $38M | 1.30M | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 5.41% | $9M | 295.4K | Q1 2026OLDER |
| Tribridge Partners Financial LLC$242M AUM | 5.41% | $13M | 442.5K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 5.10% | $9M | 263.2K | Q1 2026OLDER |
| Strata Wealth Advisors, LLC$365M AUM | 5.08% | $19M | 627.7K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 4.37% | $18M | 604.0K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 4.31% | $24M | 680.7K | Q2 2026 |
| Vawter Financial, Ltd.$238M AUM | 4.07% | $10M | 328.1K | Q1 2026OLDER |
| BetterWealth, LLC$510M AUM | 3.35% | $17M | 579.6K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 3.12% | $5M | 166.7K | Q4 2025OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 2.76% | $21M | 706.9K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 2.67% | $4M | 133.3K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 2.28% | $6M | 187.1K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 2.25% | $58M | 1.97M | Q1 2026OLDER |
| Riverview Capital Advisers, LLC$300M AUM | 2.22% | $7M | 225.6K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 2.14% | $14M | 447.7K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 2.10% | $18M | 622.6K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 2.06% | $3M | 88.6K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 2.05% | $38M | 1.27M | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 1.98% | $8M | 227.1K | Q2 2026 |
| Aspire Growth Partners LLC$146M AUM | 1.98% | $3M | 97.7K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 1.94% | $5M | 184.5K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 1.91% | $23M | 664.4K | Q2 2026 |
| Olistico Wealth, LLC$234M AUM | 1.91% | $4M | 128.7K | Q2 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.90% | $18M | 596.0K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 1.85% | $2M | 75.9K | Q4 2025OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 1.78% | $105M | 3.57M | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 1.70% | $33M | 1.11M | Q1 2026OLDER |
| Cedar Point Capital Partners, LLC$154M AUM | 1.67% | $3M | 87.3K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 1.66% | $4M | 141.8K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 1.44% | $2M | 63.7K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 1.41% | $4M | 149.5K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 1.40% | $10M | 348.4K | Q1 2026OLDER |
| Triangle Securities Wealth Management$504M AUM | 1.40% | $7M | 203.1K | Q2 2026 |
| G&S Capital LLC$285M AUM | 1.36% | $4M | 131.5K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 1.36% | $2M | 82.6K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.29% | $3M | 95.6K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 1.24% | $2M | 60.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 1.19% | $120M | 4.07M | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 1.18% | $2M | 50.9K | Q1 2026OLDER |
| Charter Capital Management, LLC\DE$200M AUM | 1.12% | $2M | 76.2K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 1.11% | $24M | 811.7K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 1.09% | $3M | 101.5K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 1.08% | $1M | 42.6K | Q1 2026OLDER |
| Mann Financial Group, Inc.$106M AUM | 1.07% | $1M | 38.7K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 1.03% | $4M | 132.5K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 1.01% | $4M | 144.4K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 1.01% | $2M | 51.7K | Q2 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 1.00% | $2M | 57.3K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.99% | $2M | 78.7K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.97% | $4M | 132.9K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.96% | $3M | 76.5K | Q2 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 0.93% | $1M | 46.2K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.93% | $4M | 139.2K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.90% | $3M | 103.6K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.88% | $1M | 46.2K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.83% | $3M | 98.1K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.82% | $2M | 53.0K | Q2 2026 |
| Burford Brothers, Inc.$244M AUM | 0.80% | $2M | 65.9K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.68% | $2M | 59.0K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.67% | $2M | 57.3K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.64% | $1M | 46.0K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.63% | $3M | 85.9K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.60% | $5M | 164.3K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.58% | $956,597 | 32.4K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.56% | $2M | 53.0K | Q3 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.55% | $572,938 | 19.4K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.55% | $2M | 72.1K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.53% | $896,809 | 30.4K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.52% | $1M | 46.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.50% | $16M | 552.5K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.49% | $2M | 75.9K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.47% | $7M | 254.1K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.46% | $6M | 196.9K | Q3 2025OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.45% | $1M | 31.6K | Q2 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.45% | $1M | 35.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.44% | $5M | 155.1K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.44% | $6M | 197.6K | Q4 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.43% | $1M | 36.5K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.43% | $4M | 129.6K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.43% | $2M | 77.2K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.42% | $1M | 38.5K | Q2 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.42% | $13M | 448.8K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.41% | $579,137 | 19.6K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.40% | $1M | 42.0K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.37% | $2M | 77.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.37% | $20M | 565.2K | Q2 2026 |
| Nautilus Advisors LLC$146M AUM | 0.37% | $535,354 | 18.2K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.36% | $449,428 | 15.2K | Q1 2026OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.35% | $1M | 43.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.34% | $7M | 233.4K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.34% | $14M | 483.8K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.34% | $2M | 63.3K | Q1 2026OLDER |
| Orca Wealth Management, LLC$141M AUM | 0.32% | $455,896 | 15.5K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 0.31% | $583,224 | 19.8K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.29% | $388,405 | 13.1K | Q4 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.28% | $1M | 39.7K | Q4 2025OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.26% | $754,185 | 25.6K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.26% | $531,223 | 18.0K | Q1 2026OLDER |
| Carter Financial, LLC$115M AUM | 0.25% | $284,962 | 9.7K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.23% | $1M | 36.1K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.23% | $1M | 37.0K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 0.21% | $437,248 | 14.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.21% | $43M | 1.44M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.21% | $148M | 5.03M | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.21% | $13M | 453.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.21% | $44M | 1.50M | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.21% | $4M | 130.6K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.20% | $1M | 35.6K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.20% | $113M | 3.83M | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.19% | $1M | 42.2K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.19% | $514,489 | 17.4K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.19% | $1M | 39.0K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.18% | $1M | 40.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.18% | $5M | 171.7K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.18% | $985,413 | 28.5K | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.17% | $3M | 112.6K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.17% | $594,784 | 20.2K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.16% | $364,306 | 12.4K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.16% | $8M | 280.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.14% | $228M | 7.74M | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.14% | $6M | 194.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.13% | $22M | 742.9K | Q1 2026OLDER |
| Financial Planning Navigators CORP$228M AUM | 0.13% | $300,130 | 10.2K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.13% | $283,841 | 9.6K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.13% | $3M | 87.7K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.13% | $490M | 16.62M | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.13% | $2M | 67.2K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.13% | $1M | 37.1K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.13% | $34M | 1.14M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.12% | $89M | 3.02M | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 0.12% | $562,773 | 19.1K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.12% | $434,063 | 14.7K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.12% | $258,249 | 8.8K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.12% | $4M | 129.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.11% | $3M | 99.2K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.11% | $306,578 | 10.4K | Q1 2026OLDER |
| JSF Financial, LLC$510M AUM | 0.11% | $569,777 | 19.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.11% | $2M | 61.0K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.11% | $889,215 | 25.7K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.11% | $3M | 97.3K | Q2 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.11% | $1M | 34.2K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.10% | $822,681 | 27.9K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.10% | $448,773 | 15.2K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.10% | $199,353 | 6.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.10% | $15M | 501.4K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.09% | $3M | 90.0K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.09% | $1M | 34.7K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.09% | $2M | 59.1K | Q1 2026OLDER |
| EQ LLC$355M AUM | 0.09% | $319,850 | 10.8K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.09% | $557,980 | 18.9K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.09% | $260,308 | 8.8K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.08% | $4M | 141.7K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.08% | $329,521 | 10.3K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.08% | $512,330 | 17.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $28M | 951.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $20M | 675.5K | Q2 2026 |
| Baron Wealth Management LLC$386M AUM | 0.07% | $274,467 | 7.9K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.07% | $778,350 | 26.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.07% | $73M | 2.48M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $46M | 1.56M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $4M | 145.5K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.06% | $955,463 | 32.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.06% | $860,400 | 29.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 40.2K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.06% | $1M | 36.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.06% | $3M | 114.6K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.06% | $2M | 70.9K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.06% | $338,722 | 11.5K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.06% | $437,869 | 14.8K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.06% | $783,549 | 26.6K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.05% | $898,795 | 30.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.05% | $5M | 153.6K | Q1 2026OLDER |
| Luminvest Wealth Management LLC$382M AUM | 0.05% | $204,690 | 6.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.05% | $1M | 34.6K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.05% | $711,701 | 24.1K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.05% | $529,236 | 15.3K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 139.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.05% | $53M | 1.80M | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 129.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.05% | $154M | 5.22M | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.05% | $97,317 | 3.3K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.05% | $353,408 | 12.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $3M | 118.6K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.05% | $288,025 | 9.7K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $43M | 1.46M | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.05% | $240,637 | 7.0K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $29M | 983.5K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.05% | $343,559 | 11.7K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.04% | $64,996 | 2.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $415,013 | 14.1K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $545,683 | 18.5K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.04% | $3M | 92.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.04% | $2M | 57.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $563,844 | 19.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $209M | 7.10M | Q2 2026 |
| Financial Perspectives, Inc$358M AUM | 0.04% | $137,276 | 4.7K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.04% | $103,274 | 3.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $898,162 | 30.5K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.04% | $2M | 51.5K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.04% | $760,848 | 25.8K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.04% | $326,631 | 11.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $429,719 | 13.3K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.03% | $351,064 | 11.9K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.03% | $997,049 | 33.8K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.03% | $471,905 | 13.6K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $2M | 56.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 35.7K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.03% | $221,112 | 7.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 210.8K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.03% | $39,709 | 1.1K | Q2 2026 |
| James J. Burns & Company, LLC$737M AUM | 0.03% | $230,999 | 7.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $774,856 | 26.3K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.03% | $299,206 | 10.1K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.03% | $202,091 | 6.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.03% | $224,950 | 7.6K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.03% | $408,497 | 13.9K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.03% | $371,940 | 12.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.03% | $57M | 2.01M | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $606,173 | 20.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $606,199 | 20.6K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.03% | $467,023 | 15.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $157M | 5.33M | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.02% | $256,919 | 8.7K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $331,878 | 11.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 158.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $806,669 | 27.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $126M | 4.28M | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 46.4K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $683,726 | 23.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.02% | $119,346 | 4.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $71,513 | 2.4K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.02% | $324,390 | 11.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 68.7K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.02% | $231,599 | 7.8K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $244,767 | 8.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $904,932 | 26.1K | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 72.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $925,551 | 31.3K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $6M | 207.4K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 47.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 55.4K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.02% | $385,287 | 13.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $45,975 | 1.6K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $233,062 | 6.7K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $411,887 | 14.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 44.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $898,228 | 30.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $54M | 1.83M | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $10M | 443.0K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.01% | $369,569 | 12.5K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $359,356 | 10.4K | Q2 2026 |
| Investors Portfolio Services LLC$108M AUM | 0.01% | $14,492 | 491 | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $236,922 | 8.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $340,541 | 11.5K | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $150,075 | 5.1K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $998,443 | 33.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $774,091 | 26.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $494,627 | 18.4K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $650,855 | 22.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $416,075 | 14.1K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.01% | $323,712 | 11.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 188.2K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $607,907 | 20.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $604,514 | 20.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $306,755 | 10.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $860,263 | 29.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $708,232 | 24.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $207,291 | 7.0K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $110,381 | 3.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $494,579 | 16.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 50.9K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 244.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $139M | 4.70M | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $289,700 | 8.4K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $352,745 | 12.0K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $378,788 | 12.8K | Q1 2026OLDER |
| Welch Group, LLC$2.7B AUM | 0.01% | $210,367 | 7.1K | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.01% | $293,426 | 9.9K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $298,734 | 10.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $548,032 | 18.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 210.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 40.9K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.01% | $27,198 | 922 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $84M | 2.85M | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 115.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $129,196 | 4.4K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $743,674 | 25.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $368,567 | 12.5K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $25,965 | 750 | Q2 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $10,941 | 371 | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $201,830 | 6.8K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $300,051 | 10.2K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $2M | 52.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 75.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $521,318 | 17.7K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $220,888 | 6.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $24,329 | 825 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $322,414 | 10.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $33,884 | 1.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $469,895 | 15.9K | Q4 2025OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $481,218 | 16.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $331,462 | 11.2K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $427,133 | 14.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $15,264 | 511 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $9,230 | 313 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $271,157 | 9.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $129,019 | 4.4K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $15,010 | 509 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $600,338 | 20.3K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 66.2K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $537,455 | 18.1K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 520.0K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $69,302 | 2.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $382,781 | 13.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $259,631 | 8.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $341,400 | 11.6K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $15,570 | 528 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 54.1K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $17,772 | 600 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $43,462 | 1.3K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $314,301 | 10.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $68,122 | 2.3K | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $236,510 | 8.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $605,371 | 20.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $16M | 557.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $15,689 | 532 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $233,886 | 7.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $14,702 | 499 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $28,073 | 950 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $81,392 | 2.8K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $1,118 | 38 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $9,673 | 328 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $8,865 | 300 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $41,286 | 1.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $327,398 | 11.1K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $10,941 | 371 | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.00% | $438 | 17 | Q2 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $3,274 | 111 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $34,592 | 1.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $11,466 | 388 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $16,161 | 548 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $251,306 | 8.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $206,430 | 7.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $7,230 | 245 | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $1,098 | 37 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 67.3K | Q3 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $324 | 11 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $29,620 | 1.0K | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $81,440 | 2.8K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $277,265 | 9.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,644 | 89 | Q4 2025OLDER |
| Capital International Investors$426.5B AUM | 0.00% | $599,599 | 20.3K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $102,491 | 3.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $6,163 | 209 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $8,847 | 300 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $27,190 | 922 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $74,138 | 2.5K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $130,547 | 4.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $709 | 24 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5,367 | 182 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $59 | 2 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.