CAPITAL GROUP EQUITY ETF TR
CUSIP 14022A102
Capital Group Equity Etf Tr has 198 institutional holders in Filings Flow’s 13F database, together reporting 57.75M shares worth $1.7B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and Wells Fargo & Company/Mn.
Institutional Holders
198
Q1 2026
Reported Value
$1.7B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Presper Financial Architects, LLC$168M AUM | 11.20% | $19M | 641.7K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 10.31% | $23M | 794.1K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 7.68% | $15M | 523.9K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 4.29% | $8M | 278.3K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 2.73% | $7M | 249.9K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 2.51% | $4M | 133.2K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 1.97% | $4M | 133.0K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 1.91% | $4M | 130.1K | Q2 2026 |
| Laurel Wealth Planning LLC$190M AUM | 1.89% | $4M | 121.8K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 1.73% | $5M | 174.2K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 1.62% | $2M | 81.5K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 1.50% | $7M | 225.8K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.47% | $5M | 139.7K | Q2 2026 |
| Compton Financial Group, LLC$453M AUM | 1.27% | $6M | 196.0K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 1.23% | $1M | 50.4K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 1.22% | $3M | 102.6K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 1.20% | $3M | 83.5K | Q2 2026 |
| Souders Financial Advisors$876M AUM | 0.96% | $8M | 287.6K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.77% | $13M | 449.6K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.74% | $2M | 51.7K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.71% | $2M | 58.7K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.64% | $1M | 39.0K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.55% | $32M | 1.08M | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.52% | $5M | 161.1K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.46% | $839,440 | 28.6K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.45% | $992,902 | 33.8K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.42% | $566,187 | 19.6K | Q4 2025OLDER |
| LongView Wealth Management$390M AUM | 0.39% | $2M | 45.8K | Q2 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.37% | $22M | 738.7K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.33% | $547,770 | 18.7K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.31% | $963,742 | 32.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.31% | $41M | 1.40M | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.30% | $821,346 | 28.0K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.30% | $942,217 | 28.6K | Q2 2026 |
| Junk Investment Group, LLC$191M AUM | 0.29% | $544,599 | 18.5K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.28% | $728,169 | 24.8K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.27% | $344,246 | 11.7K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.26% | $4M | 124.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.26% | $747,596 | 25.5K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.24% | $2M | 73.6K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.24% | $654,257 | 22.3K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.23% | $625,074 | 21.3K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.22% | $628,276 | 21.4K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.21% | $400,529 | 13.6K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.20% | $1M | 39.7K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.20% | $49M | 1.68M | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.18% | $1M | 42.1K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.18% | $3M | 108.4K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.18% | $771,852 | 26.3K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.18% | $1M | 38.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.17% | $5M | 164.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.16% | $16M | 534.3K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.15% | $940,108 | 32.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.15% | $12M | 396.3K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.14% | $386,383 | 13.6K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.13% | $5M | 180.6K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.13% | $1M | 42.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.13% | $3M | 109.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.12% | $7M | 230.1K | Q1 2026OLDER |
| Forge Financial Services LLC$987M AUM | 0.11% | $1M | 36.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.10% | $388M | 13.22M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $27M | 913.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.10% | $9M | 317.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $3M | 117.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.09% | $8M | 286.2K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.09% | $2M | 53.0K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.09% | $220,200 | 7.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.09% | $2M | 55.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.09% | $5M | 143.0K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.08% | $2M | 58.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.08% | $1M | 44.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.08% | $22M | 743.5K | Q2 2026 |
| Balboa Wealth Partners$596M AUM | 0.08% | $464,036 | 15.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $28M | 946.5K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.07% | $313,389 | 10.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.07% | $6M | 208.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $49M | 1.69M | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.07% | $268M | 9.12M | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.07% | $209,294 | 6.3K | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.07% | $191,677 | 5.8K | Q2 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.07% | $262,408 | 8.0K | Q2 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.07% | $379,331 | 12.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.07% | $8M | 265.4K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.07% | $266,501 | 9.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.06% | $13M | 435.3K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.06% | $317,537 | 10.8K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.06% | $770,182 | 24.4K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.06% | $336,497 | 10.2K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 128.7K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $641,487 | 21.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.06% | $33M | 1.11M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $40M | 1.37M | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.06% | $1M | 36.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.05% | $26M | 890.4K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.05% | $2M | 53.6K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.05% | $496,155 | 16.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.05% | $1M | 41.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $45M | 1.52M | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.05% | $444,716 | 15.1K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.05% | $449,002 | 15.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.04% | $527,797 | 18.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $2M | 48.0K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 103.1K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.04% | $807,685 | 27.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 67.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.04% | $4M | 121.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 77.1K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $682,033 | 23.2K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $263,741 | 9.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $681,475 | 23.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $325,867 | 11.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $421,823 | 12.8K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 67.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.03% | $29M | 977.5K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.03% | $1M | 47.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $27M | 926.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $629,235 | 21.4K | Q2 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $5M | 146.3K | Q2 2026 |
| JGP Wealth Management, LLC$1.1B AUM | 0.02% | $256,177 | 7.8K | Q2 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $442,922 | 15.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 40.3K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 60.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $42M | 1.48M | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $276,016 | 9.4K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 118.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $689,849 | 24.3K | Q3 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $497,182 | 16.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $462,684 | 15.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 92.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $8M | 281.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $28M | 937.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $89M | 3.03M | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 49.2K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $404,311 | 12.3K | Q2 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $255,578 | 8.7K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $870,788 | 28.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $1M | 46.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $213,107 | 7.2K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.01% | $208,461 | 7.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $425,193 | 13.8K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $184,566 | 5.6K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 90.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 206.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 59.6K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $110,169 | 3.8K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $808,892 | 27.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $202,625 | 7.1K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $152,672 | 5.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $566,254 | 19.3K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $252,144 | 8.6K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $209,924 | 7.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $220,317 | 7.5K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.01% | $80,740 | 2.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $452,819 | 15.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $144,892 | 4.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $39,636 | 1.4K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $213,236 | 6.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $218,027 | 7.4K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.01% | $11,248 | 390 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $4M | 123.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $9,043 | 308 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $23,139 | 782 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 495.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $217,214 | 7.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 94.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $23M | 794.0K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $65,981 | 2.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $79,149 | 2.7K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 97.9K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $4,375 | 149 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $6,518 | 222 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $202,791 | 6.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $284,575 | 9.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 84.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $284,882 | 9.7K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $10,335 | 352 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $385,849 | 13.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $78,802 | 2.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $247,064 | 8.4K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $12,742 | 434 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $18,144 | 618 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $39,720 | 1.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $257,135 | 8.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $22,639 | 785 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $266,119 | 9.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $87,212 | 3.0K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 51.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $605,021 | 20.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $8,779 | 299 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $4,257 | 145 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $412 | 14 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $29,449 | 1.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,440 | 165 | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $843,599 | 29.3K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $44,128 | 1.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $535,300 | 18.2K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.00% | $623,867 | 21.6K | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $4,522 | 154 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $14,533 | 495 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $606,401 | 20.7K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $39,107 | 1.4K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $303,729 | 10.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $115,590 | 3.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $180,276 | 6.3K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $10,100 | 344 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,703 | 58 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $112,316 | 4.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7,354 | 255 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4,815 | 164 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $147 | 5 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.