| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
| IFP Advisors, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.02% | 0.10% | 0.20% | Q1 2022 | Q3 2023 | 7 |
| Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
| Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.00% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
| ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Strategic Blueprint, LLC | 7 | 7 | 0.05% | 0.64% | 0.93% | Q1 2022 | Q3 2023 | 7 |
| COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
| Capital Group Private Client Services, Inc. | 7 | 7 | 0.04% | 0.41% | 0.71% | Q1 2022 | Q3 2023 | 7 |
| CapWealth Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
| Capital International Investors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.05% | 0.13% | Q1 2022 | Q3 2023 | 7 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.09% | 0.14% | 0.22% | Q2 2022 | Q3 2023 | 6 |
| ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
| Cedar Brook Financial Partners, LLC | 6 | 6 | 0.17% | 0.29% | 0.37% | Q2 2022 | Q3 2023 | 6 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
| Midwest Heritage Bank, FSB | 6 | 6 | 0.49% | 6.44% | 11.41% | Q2 2022 | Q3 2023 | 6 |
| Advisory Services Network, LLC | 6 | 6 | 0.05% | 0.10% | 0.20% | Q2 2022 | Q3 2023 | 6 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 6 | 6 | 0.18% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
| FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
| Essex Financial Services, Inc. | 6 | 6 | 0.05% | 0.12% | 0.25% | Q2 2022 | Q3 2023 | 6 |
| Belpointe Asset Management LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
| WINTRUST INVESTMENTS LLC | 4 | 2 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 6 |
| JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
| Private Advisor Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
| Kestra Advisory Services, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
| Sigma Planning Corp | 6 | 6 | 0.02% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
| D.A. DAVIDSON & CO. | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
| LPL Financial LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
| STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
| Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| LINCOLN NATIONAL CORP | 6 | 6 | 0.02% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
| &PARTNERS | 6 | 6 | 0.44% | 1.85% | 2.60% | Q2 2022 | Q3 2023 | 6 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.01% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
| Sunbelt Securities, Inc. | 6 | 6 | 0.10% | 0.20% | 0.42% | Q2 2022 | Q3 2023 | 6 |
| Procyon Advisors, LLC | 6 | 6 | 0.37% | 0.50% | 0.61% | Q2 2022 | Q3 2023 | 6 |
| RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
| HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.01% | 0.07% | 0.31% | Q2 2022 | Q3 2023 | 6 |
| Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
| UBS Group AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
| Ameritas Advisory Services, LLC | 4 | 1 | 0.03% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 5 |
| Koshinski Asset Management, Inc. | 4 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
| Cetera Investment Advisers | 5 | 5 | 0.00% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
| Bard Financial Services, Inc. | 5 | 5 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 5 |
| RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| SITTNER & NELSON, LLC | 5 | 5 | 0.10% | 0.22% | 0.26% | Q3 2022 | Q3 2023 | 5 |
| EverSource Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
| Cetera Advisors LLC | 5 | 5 | 0.01% | 0.16% | 0.33% | Q3 2022 | Q3 2023 | 5 |
| Souders Financial Advisors | 5 | 5 | 0.93% | 2.24% | 3.32% | Q3 2022 | Q3 2023 | 5 |
| First Heartland Consultants, Inc. | 5 | 5 | 0.04% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
| Janney Montgomery Scott LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 5 |
| NewEdge Advisors, LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.00% | 0.16% | 0.33% | Q3 2022 | Q3 2023 | 5 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
| Meridian Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
| AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| CAPTRUST FINANCIAL ADVISORS | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
| Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
| Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
| Detalus Advisors, LLC | 4 | 4 | 0.10% | 0.18% | 0.40% | Q4 2022 | Q3 2023 | 4 |
| CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
| Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| WELLS FARGO & COMPANY/MN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| TKG Advisors, LLC | 4 | 4 | 0.40% | 0.42% | 0.43% | Q4 2022 | Q3 2023 | 4 |
| Capital Analysts, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 4 |
| Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
| Gerber Kawasaki Wealth & Investment Management | 4 | 4 | 0.04% | 0.14% | 0.25% | Q4 2022 | Q3 2023 | 4 |
| MORGAN STANLEY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| ST GERMAIN D J CO INC | 3 | 1 | 0.04% | 0.16% | 0.22% | Q4 2022 | Q4 2023 | 4 |
| PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
| FinDec Wealth Services, Inc. | 4 | 4 | 3.32% | 3.37% | 3.43% | Q4 2022 | Q3 2023 | 4 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
| Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
| Bill Few Associates, Inc. | 4 | 4 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q3 2023 | 4 |
| OPPENHEIMER & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Cravens & Co Advisors, LLC | 4 | 4 | 0.33% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
| Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Summit Investment Advisory Services, LLC | 4 | 4 | 0.29% | 9.18% | 12.85% | Q4 2022 | Q3 2023 | 4 |
| National Wealth Management Group, LLC | 4 | 4 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q3 2023 | 4 |
| 180 WEALTH ADVISORS, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 2.03% | 2.17% | 2.32% | Q4 2022 | Q3 2023 | 4 |
| Baird Financial Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
| Lantz Financial LLC | 4 | 4 | 0.10% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
| G&S Capital LLC | 4 | 4 | 1.56% | 1.58% | 1.61% | Q4 2022 | Q3 2023 | 4 |
| OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 3 |
| Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
| Latitude Advisors, LLC | 3 | 3 | 0.17% | 0.20% | 0.25% | Q1 2023 | Q3 2023 | 3 |
| WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| Beacon Financial Advisory LLC | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
| Aptus Capital Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
| Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
| HBW ADVISORY SERVICES LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
| SMITH, MOORE & CO. | 3 | 3 | 0.06% | 0.14% | 0.23% | Q1 2023 | Q3 2023 | 3 |
| Tradition Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| tru Independence LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
| HoyleCohen, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| CHOREO, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
| Western Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| Wealthcare Advisory Partners LLC | 3 | 3 | 0.04% | 0.09% | 0.18% | Q1 2023 | Q3 2023 | 3 |
| ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
| IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
| Lodestone Wealth Management LLC | 2 | 2 | 0.42% | 0.53% | 0.65% | Q2 2023 | Q3 2023 | 2 |
| Confluence Wealth Services, Inc. | 2 | 2 | 0.21% | 0.29% | 0.38% | Q2 2022 | Q3 2022 | 2 |
| OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| Continuum Advisory, LLC | 2 | 2 | 0.14% | 0.19% | 0.24% | Q2 2023 | Q3 2023 | 2 |
| AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
| CWS Financial Advisors, LLC | 2 | 2 | 0.12% | 0.17% | 0.21% | Q2 2023 | Q3 2023 | 2 |
| Investmark Advisory Group LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
| Strategic Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
| LYNCH & ASSOCIATES/IN | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2023 | Q4 2023 | 2 |
| Moloney Securities Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
| American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
| Merit Financial Group, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
| Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.32% | 0.34% | 0.36% | Q2 2023 | Q3 2023 | 2 |
| Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
| CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Olistico Wealth, LLC | 2 | 2 | 1.50% | 1.51% | 1.53% | Q2 2023 | Q3 2023 | 2 |
| Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
| Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
| Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
| Bridgewealth Advisory Group, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
| Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| First Horizon Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| KPP Advisory Services LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
| FLOW TRADERS U.S. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
| WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
| ASSETMARK, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
| BEACON FINANCIAL GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
| Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Owen LaRue, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
| NBC SECURITIES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| High Falls Advisors, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
| AFS Financial Group, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
| JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
| Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| Ascent Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
| Golden State Equity Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
| Vantage Financial Partners Ltd., Inc. | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2023 | Q3 2023 | 1 |
| Capital International, Inc./CA/ | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
| Orion Portfolio Solutions, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| Prosperity Financial Group, Inc. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
| Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| Robbie L. Kennerson P.A., Inc. | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own CAPITAL GROUP CORE EQUITY ET or have owned CAPITAL GROUP CORE EQUITY ET in the past.