How do I set a price alert for CGIC?

To set a CGIC price alert on Stock Alarm Pro, navigate to the CGIC quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for CGIC?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for CGIC. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for CGIC?

Stock Alarm Pro supports over 125 trigger types for CGIC: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about CGIC price changes?

CGIC alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for CGIC alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for CGIC and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

CGIC Institutional Ownership & 13F Filings

Capital Group International Core Equity ETF(CGIC)

$35.25—Stale · unknown old

WatchlistChart

Capital Group International Core Equity ETF(CGIC)

NYSE • Last print unknown agoAbout this dataData status

$35.25—Stale · unknown old

WatchlistChart Studio

CGIC(CGIC)

CGIC

Institutional Ownership

Top 249 Institutional Holders

Holder	Shares	Date	Change	% Held
Johnson Bixby & Associates, LLC	885.38K	Sep 30, 26	+23.90K	1.22%
Farther Finance Advisors, LLC	249.35K	Sep 30, 26	+4.20K	0.34%
INDEPENDENT FINANCIAL GROUP, LLC	225.72K	Sep 30, 26	+5.25K	0.31%
DAVENPORT & Co LLC	185.35K	Sep 30, 26	+7.05K	0.26%
Lineweaver Wealth Advisors, LLC	141.36K	Sep 30, 26	+11.51K	0.20%
Atria Investments, Inc	92.39K	Sep 30, 26	-1.03K	0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	78.84K	Sep 30, 26	+38.21K	0.11%
Main Line Retirement Advisors, LLC	57.64K	Sep 30, 26	+6.41K	0.08%
AdvisorNet Financial, Inc	55.30K	Sep 30, 26	+47.37K	0.08%
CATHY PARETO & ASSOCIATES, INC	52.63K	Sep 30, 26	+26.81K	0.07%
Cooper Financial Group	29.28K	Sep 30, 26	-22	0.04%
AI Financial Services LLC	18.11K	Sep 30, 26	+1.90K	0.02%
TITLEIST ASSET MANAGEMENT, LLC	13.10K	Sep 30, 26	+98	0.02%
Trinity Wealth Management, LLC	10.13K	Sep 30, 26	+10.13K	0.01%
Plan A Wealth LLC	9.44K	Sep 30, 26	+1.14K	0.01%
Cassilly Financial Group LLC	8.59K	Sep 30, 26	+82	0.01%
Versant Capital Management, Inc	8.06K	Sep 30, 26	--	0.01%
Venture Visionary Partners LLC	7.96K	Sep 30, 26	--	0.01%
Hartmann Taylor Wealth Management, LLC	7.24K	Sep 30, 26	+7.24K	0.01%
Cape Investment Advisory, Inc.	6.88K	Sep 30, 26	+2.32K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6.79K	Sep 30, 26	+6.79K	0.01%
HARBOR INVESTMENT ADVISORY, LLC	6.46K	Sep 30, 26	--	0.01%
Lodestone Wealth Management LLC	3.43K	Sep 30, 26	+33	0.00%
GHP Investment Advisors, Inc.	2.12K	Sep 30, 26	+21	0.00%
CoreCap Advisors, LLC	150	Sep 30, 26	+150	0.00%
Central Pacific Bank - Trust Division	35	Sep 30, 26	--	0.00%
First Heartland Consultants, Inc.	--	Sep 30, 26	-333.46K	--
LPL Financial LLC	5.72M	Jun 30, 26	+727.11K	7.89%
ENVESTNET ASSET MANAGEMENT INC	3.75M	Jun 30, 26	+2.55M	5.17%
RAYMOND JAMES FINANCIAL INC	3.60M	Jun 30, 26	+325.91K	4.96%
ADVISOR GROUP HOLDINGS, INC.	3.25M	Jun 30, 26	+591.03K	4.49%
Capital Group Private Client Services, Inc.	2.89M	Jun 30, 26	+692.46K	3.99%
WELLS FARGO & COMPANY/MN	2.73M	Jun 30, 26	+1.73M	3.77%
ROYAL BANK OF CANADA	1.55M	Jun 30, 26	-185.84K	2.14%
COMMONWEALTH EQUITY SERVICES, LLC	1.49M	Jun 30, 26	+187.52K	2.06%
Cetera Investment Advisers	1.29M	Jun 30, 26	+466.90K	1.79%
Merit Financial Group, LLC	1.17M	Jun 30, 26	+33.87K	1.61%
JONES FINANCIAL COMPANIES LLLP	1.11M	Jun 30, 26	+382.59K	1.54%
Amplius Wealth Advisors, LLC	994.57K	Jun 30, 26	+2.19K	1.37%
MML INVESTORS SERVICES, LLC	940.60K	Jun 30, 26	+375.04K	1.30%
SK Wealth Management, LLC	886.49K	Jun 30, 26	+365.75K	1.22%
Cambridge Investment Research Advisors, Inc.	800.98K	Jun 30, 26	+195.58K	1.11%
D.A. DAVIDSON & CO.	663.11K	Jun 30, 26	+107.94K	0.91%
Gerber Kawasaki Wealth & Investment Management	635.09K	Jun 30, 26	+163.96K	0.88%
NewEdge Advisors, LLC	576.00K	Jun 30, 26	+48.58K	0.79%
STIFEL FINANCIAL CORP	548.72K	Jun 30, 26	+51.95K	0.76%
Sound View Wealth Advisors Group, LLC	426.15K	Jun 30, 26	+95.58K	0.59%
Souders Financial Advisors	383.75K	Jun 30, 26	+23.01K	0.53%
Private Advisor Group, LLC	344.92K	Jun 30, 26	-145.59K	0.48%
WILEY BROS.-AINTREE CAPITAL, LLC	308.81K	Jun 30, 26	+145.22K	0.43%
Hamilton Wealth, LLC	304.49K	Jun 30, 26	+304.49K	0.42%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	279.82K	Jun 30, 26	-123.66K	0.39%
Equitable Holdings, Inc.	261.80K	Jun 30, 26	+65.80K	0.36%
BENJAMIN EDWARDS INC	249.75K	Jun 30, 26	+189.92K	0.34%
Steward Partners Investment Advisory, LLC	248.54K	Jun 30, 26	+2.56K	0.34%
ASSETMARK, INC	218.40K	Jun 30, 26	+126.23K	0.30%
Mutual Advisors, LLC	217.27K	Jun 30, 26	+47.69K	0.30%
Janney Montgomery Scott LLC	216.72K	Jun 30, 26	+216.72K	0.30%
Confluence Wealth Services, Inc.	211.25K	Jun 30, 26	+11.52K	0.29%
Compton Financial Group, LLC	201.01K	Jun 30, 26	+186.59K	0.28%
UBS Group AG	200.40K	Jun 30, 26	+126.25K	0.28%
J. Derek Lewis & Associates Inc.	191.06K	Jun 30, 26	+49.01K	0.26%
Acorn Wealth Advisors, LLC	174.30K	Jun 30, 26	+18.09K	0.24%
Equity Wealth Partners, LLC	172.36K	Jun 30, 26	+172.36K	0.24%
Sigma Planning Corp	171.37K	Jun 30, 26	+132.08K	0.24%
SAR WEALTH MANAGEMENT GROUP, LLC	167.12K	Jun 30, 26	+7.98K	0.23%
Royal Harbor Partners, LLC	161.64K	Jun 30, 26	+465	0.22%
Baird Financial Group, Inc.	150.37K	Jun 30, 26	+19.71K	0.21%
Envestnet Portfolio Solutions, Inc.	149.53K	Jun 30, 26	+105.51K	0.21%
KPP Advisory Services LLC	149.38K	Jun 30, 26	+32.63K	0.21%
VICUS CAPITAL	149.37K	Jun 30, 26	-16.86K	0.21%
Summit Financial, LLC	146.06K	Jun 30, 26	+12.06K	0.20%
BNB Wealth Management, LLC	143.93K	Jun 30, 26	+2.16K	0.20%
NATIXIS ADVISORS, L.P.	139.52K	Jun 30, 26	+63.51K	0.19%
GREAT VALLEY ADVISOR GROUP, INC.	138.73K	Jun 30, 26	+15.10K	0.19%
Kestra Advisory Services, LLC	138.34K	Jun 30, 26	+55.34K	0.19%
Swisher Financial Concepts, Inc.	136.44K	Jun 30, 26	+847	0.19%
Concurrent Investment Advisors, LLC	128.97K	Jun 30, 26	+78.71K	0.18%
Brinker Capital Investments, LLC	125.36K	Jun 30, 26	+8.93K	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	99.56K	Jun 30, 26	-38.12K	0.14%
Capital Investment Advisors, LLC	97.22K	Jun 30, 26	+16.86K	0.13%
Sanctuary Advisors, LLC	95.12K	Jun 30, 26	+83.65K	0.13%
GTS SECURITIES LLC	94.74K	Jun 30, 26	+60.46K	0.13%
Prosperity Financial Group, Inc.	92.56K	Jun 30, 26	+3.76K	0.13%
HARBOUR INVESTMENTS, INC.	87.91K	Jun 30, 26	+16.67K	0.12%
Betterment LLC	87.86K	Jun 30, 26	+38.10K	0.12%
Turning Point Benefit Group, Inc.	77.28K	Jun 30, 26	+77.28K	0.11%
NWF Advisory Services Inc.	74.07K	Jun 30, 26	+26.35K	0.10%
Strategic Blueprint, LLC	67.84K	Jun 30, 26	-1.17K	0.09%
CAPTRUST FINANCIAL ADVISORS	67.51K	Jun 30, 26	+9.23K	0.09%
SRS Capital Advisors, Inc.	65.84K	Jun 30, 26	+64.47K	0.09%
Geneos Wealth Management Inc.	65.70K	Jun 30, 26	+17.34K	0.09%
Bellars Harris Wealth Management, LLC	65.64K	Jun 30, 26	+65.64K	0.09%
PCG Wealth Advisors, LLC	61.88K	Jun 30, 26	+8.37K	0.09%
PFG Advisors	61.34K	Jun 30, 26	+49.95K	0.08%
FOUNDERS FINANCIAL SECURITIES LLC	61.19K	Jun 30, 26	+10.58K	0.08%
Sentinus, LLC	60.12K	Jun 30, 26	-13.29K	0.08%
Steel Peak Wealth Management LLC	56.15K	Jun 30, 26	+56.15K	0.08%
Aprio Wealth Management, LLC	55.59K	Jun 30, 26	-14.53K	0.08%
Evergreen Wealth Solutions, LLC	55.23K	Jun 30, 26	+8.04K	0.08%
Arkadios Wealth Advisors	51.66K	Jun 30, 26	+28.54K	0.07%
CMC Financial Group	49.88K	Jun 30, 26	-2.95K	0.07%
SITTNER & NELSON, LLC	49.48K	Jun 30, 26	+7.61K	0.07%
EverSource Wealth Advisors, LLC	48.21K	Jun 30, 26	+17.18K	0.07%
Pensionmark Financial Group, LLC	46.63K	Jun 30, 26	+5.63K	0.06%
Keystone Wealth Services, LLC	45.71K	Jun 30, 26	+551	0.06%
BARNES PETTEY FINANCIAL ADVISORS, LLC	44.47K	Jun 30, 26	+10.07K	0.06%
TRUIST FINANCIAL CORP	44.34K	Jun 30, 26	+22.88K	0.06%
FLOW TRADERS U.S. LLC	42.98K	Jun 30, 26	-44.63K	0.06%
JANE STREET GROUP, LLC	42.69K	Jun 30, 26	-47.65K	0.06%
Bleakley Financial Group, LLC	41.24K	Jun 30, 26	+41.24K	0.06%
MGO ONE SEVEN LLC	41.20K	Jun 30, 26	+41.20K	0.06%
Capital International Investors	40.98K	Jun 30, 26	+857	0.06%
CULLEN/FROST BANKERS, INC.	40.60K	Jun 30, 26	+38.74K	0.06%
RFG Advisory, LLC	40.27K	Jun 30, 26	+34.04K	0.06%
NerdWallet Wealth Partners, LLC	37.13K	Jun 30, 26	+5.32K	0.05%
Valmark Advisers, Inc.	36.92K	Jun 30, 26	+20.53K	0.05%
Advisory Services Network, LLC	36.83K	Jun 30, 26	+5.80K	0.05%
LongView Wealth Management	35.88K	Jun 30, 26	+25.55K	0.05%
Kingsview Wealth Management, LLC	35.85K	Jun 30, 26	-3.85K	0.05%
Waverly Advisors, LLC	32.93K	Jun 30, 26	+32.93K	0.05%
SCHMIDT P J INVESTMENT MANAGEMENT INC	32.85K	Jun 30, 26	+2.19K	0.05%
Cyndeo Wealth Partners, LLC	32.69K	Jun 30, 26	+32.69K	0.05%
Gateway Wealth Partners, LLC	32.31K	Jun 30, 26	+26.21K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	30.87K	Jun 30, 26	+11.52K	0.04%
CERTIOR FINANCIAL GROUP, LLC	29.82K	Jun 30, 26	+569	0.04%
Sowell Financial Services LLC	28.65K	Jun 30, 26	+3.46K	0.04%
HighTower Advisors, LLC	28.32K	Jun 30, 26	+11.61K	0.04%
FIFTH THIRD BANCORP	27.70K	Jun 30, 26	+25.47K	0.04%
BlueChip Wealth Advisors LLC	27.00K	Jun 30, 26	-2.61K	0.04%
TCFG Investment Advisors, LLC	24.94K	Jun 30, 26	+2	0.03%
Capital Analysts, LLC	24.84K	Jun 30, 26	+12.50K	0.03%
OPPENHEIMER & CO INC	24.70K	Jun 30, 26	+4.51K	0.03%
Junk Investment Group, LLC	24.26K	Jun 30, 26	+1.70K	0.03%
Meridian Wealth Management, LLC	23.86K	Jun 30, 26	--	0.03%
LANDAAS & CO /WI /ADV	23.74K	Jun 30, 26	--	0.03%
Beacon Pointe Advisors, LLC	22.87K	Jun 30, 26	+6.62K	0.03%
Armstrong, Fleming & Moore, Inc	22.01K	Jun 30, 26	+1.21K	0.03%
Astoria Portfolio Advisors LLC.	21.79K	Jun 30, 26	+4.26K	0.03%
KWB Wealth	21.25K	Jun 30, 26	-568	0.03%
Moors & Cabot, Inc.	21.07K	Jun 30, 26	-4.97K	0.03%
NewEdge Wealth, LLC	20.42K	Jun 30, 26	+4.35K	0.03%
BALLAST ADVISORS LLC	20.35K	Jun 30, 26	+4.97K	0.03%
HighPoint Advisor Group LLC	19.99K	Jun 30, 26	-644	0.03%
Advyzon Investment Management, LLC	19.97K	Jun 30, 26	+4.45K	0.03%
Financial Council Asset Management Inc	19.62K	Jun 30, 26	+1.33K	0.03%
Mariner, LLC	19.17K	Jun 30, 26	+19.17K	0.03%
Vestmark Advisory Solutions, Inc.	17.99K	Jun 30, 26	+17.99K	0.02%
Bank of New York Mellon Corp	17.90K	Jun 30, 26	+17.90K	0.02%
LANGLEY WEALTH MANAGEMENT, LLC	17.84K	Jun 30, 26	+17.84K	0.02%
Burton Enright Welch	17.43K	Jun 30, 26	--	0.02%
Berger Financial Group, Inc	16.93K	Jun 30, 26	+94	0.02%
FLORIDA FINANCIAL ADVISORS, LLC	16.83K	Jun 30, 26	+3.40K	0.02%
Belpointe Asset Management LLC	15.45K	Jun 30, 26	+15.45K	0.02%
Stratos Wealth Partners, LTD.	15.28K	Jun 30, 26	+15.28K	0.02%
Westside Investment Management, Inc.	15.09K	Jun 30, 26	+7.42K	0.02%
QUANTUM FINANCIAL PARTNERS LLC	14.53K	Jun 30, 26	+14.53K	0.02%
ADAMSBROWN WEALTH CONSULTANTS LLC	14.16K	Jun 30, 26	+4.60K	0.02%
First American Bank	13.92K	Jun 30, 26	+13.92K	0.02%
CENTAURUS FINANCIAL, INC.	13.87K	Jun 30, 26	+4.38K	0.02%
Sovran Advisors, LLC	13.86K	Jun 30, 26	+13.86K	0.02%
LaSalle St. Investment Advisors, LLC	12.89K	Jun 30, 26	+859	0.02%
Gutierrez Wealth Advisory, LLC	12.81K	Jun 30, 26	+8	0.02%
Tudor Financial Inc.	12.58K	Jun 30, 26	+1	0.02%
Prospera Financial Services Inc	12.05K	Jun 30, 26	+1.36K	0.02%
J.W. COLE ADVISORS, INC.	11.75K	Jun 30, 26	+11.75K	0.02%
Stephenson & Company, Inc.	11.48K	Jun 30, 26	+11.48K	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	11.41K	Jun 30, 26	+2.39K	0.02%
SILVER OAK SECURITIES, INCORPORATED	11.13K	Jun 30, 26	+11.13K	0.02%
Everest Financial Group LLC	11.03K	Jun 30, 26	--	0.02%
Integrated Wealth Concepts LLC	10.94K	Jun 30, 26	+4.43K	0.02%
SMITH, MOORE & CO.	10.74K	Jun 30, 26	+3	0.01%
IFG Advisory, LLC	10.27K	Jun 30, 26	+10.27K	0.01%
BIP Wealth, LLC	9.81K	Jun 30, 26	-287.75K	0.01%
MARSHALL WACE, LLP	9.77K	Jun 30, 26	+9.77K	0.01%
BROWN ADVISORY INC	9.76K	Jun 30, 26	+700	0.01%
Beacon Financial Advisory LLC	9.55K	Jun 30, 26	-672	0.01%
Essential Investment Partners LLC	8.80K	Jun 30, 26	+300	0.01%
Security Financial Services, INC.	8.52K	Jun 30, 26	+8.52K	0.01%
Cerity Partners LLC	8.44K	Jun 30, 26	--	0.01%
Balboa Wealth Partners	8.31K	Jun 30, 26	+8.31K	0.01%
January Capital Advisors LLC	8.03K	Jun 30, 26	+16	0.01%
AdvisorNet Financial, Inc	7.93K	Jun 30, 26	+3	0.01%
Summit Global Investments	7.92K	Jun 30, 26	+7.92K	0.01%
Tribridge Partners Financial LLC	7.67K	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	7.27K	Jun 30, 26	+7.27K	0.01%
FLAGSHIP WEALTH ADVISORS, LLC	7.13K	Jun 30, 26	+7.13K	0.01%
Latitude Advisors, LLC	7.08K	Jun 30, 26	+7.08K	0.01%
Allegheny Financial Group LTD	7.03K	Jun 30, 26	+4	0.01%
Peak Asset Management, LLC	7.00K	Jun 30, 26	+7.00K	0.01%
Investment Insight Wealth Management, LLC	6.80K	Jun 30, 26	--	0.01%
PRINCIPAL SECURITIES, INC.	6.75K	Jun 30, 26	+6.75K	0.01%
Vantus Wealth LLC	6.71K	Jun 30, 26	+6.71K	0.01%
ROTHSCHILD INVESTMENT LLC	6.45K	Jun 30, 26	--	0.01%
Kestra Investment Management, LLC	6.22K	Jun 30, 26	+6.22K	0.01%
LexAurum Advisors, LLC	6.13K	Jun 30, 26	-2.21K	0.01%
Auxano Advisors, LLC	5.96K	Jun 30, 26	+5.96K	0.01%
Apollon Wealth Management, LLC	5.78K	Jun 30, 26	+5.78K	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	5.76K	Jun 30, 26	+5.76K	0.01%
PKS Advisory Services, LLC	5.76K	Jun 30, 26	+5.76K	0.01%
Ausdal Financial Partners, Inc.	5.60K	Jun 30, 26	+5.60K	0.01%
PRIVATE TRUST CO NA	5.31K	Jun 30, 26	+4.22K	0.01%
Synergy Investment Management, LLC	4.40K	Jun 30, 26	+1.40K	0.01%
Lodestone Wealth Management LLC	3.40K	Jun 30, 26	-1.41K	0.00%
Richardson Capital Management LLC	2.95K	Jun 30, 26	--	0.00%
RHL GROUP, LLC	2.54K	Jun 30, 26	+15	0.00%
BROWN BROTHERS HARRIMAN & CO	2.35K	Jun 30, 26	+2.35K	0.00%
FMR LLC	1.69K	Jun 30, 26	+1.69K	0.00%
GW&K Investment Management, LLC	1.07K	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	1.01K	Jun 30, 26	+254	0.00%
Colonial Trust Co / SC	974	Jun 30, 26	+974	0.00%
Leo H. Evart, Inc.	949	Jun 30, 26	+1	0.00%
Signature Equity Partners, LLC	913	Jun 30, 26	+575	0.00%
Greykasell Wealth Strategies, Inc.	886	Jun 30, 26	--	0.00%
Rossby Financial, LCC	869	Jun 30, 26	+407	0.00%
MORGAN STANLEY	863	Jun 30, 26	+67	0.00%
IFP Advisors, Inc	854	Jun 30, 26	+649	0.00%
Smartleaf Asset Management LLC	617	Jun 30, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	500	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	481	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	310	Jun 30, 26	+310	0.00%
Institute for Wealth Management, LLC.	292	Jun 30, 26	+292	0.00%
MERCER GLOBAL ADVISORS INC /ADV	259	Jun 30, 26	+259	0.00%
Spire Wealth Management	254	Jun 30, 26	+1	0.00%
Continuum Advisory, LLC	128	Jun 30, 26	+128	0.00%
Morse Asset Management, Inc	100	Jun 30, 26	+100	0.00%
StrongBox Wealth, LLC	62	Jun 30, 26	+62	0.00%
Cercano Management LLC	--	Jun 30, 26	-32.73K	--
TritonPoint Partners, LLC	--	Jun 30, 26	-53.88K	--
MAI Capital Management	--	Jun 30, 26	-356	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-14.29K	--
Aptus Capital Advisors, LLC	--	Jun 30, 26	-14.29K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.06K	--
AE Wealth Management LLC	--	Jun 30, 26	-8.86K	--
HRT FINANCIAL LP	--	Jun 30, 26	-37.97K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-8.19K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-32.60K	--
Independent Advisor Alliance	--	Jun 30, 26	-17.69K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-337	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-75.56K	--
U.S. Capital Wealth Advisors, LLC	47.24K	Mar 31, 26	+19.05K	0.07%
TCFG WEALTH MANAGEMENT, LLC	24.94K	Mar 31, 26	+2.91K	0.03%
CWM, LLC	10.91K	Mar 31, 26	+1.78K	0.02%
McIlrath & Eck, LLC	4.88K	Mar 31, 26	--	0.01%
ORG Partners LLC	57.58K	Dec 31, 25	+7.58K	0.08%
COMERICA BANK	471	Dec 31, 25	+471	0.00%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-16.63K	--
FUTURE YOU WEALTH LLC	42.56K	Jun 30, 25	+42.56K	0.06%
Congress Wealth Management LLC / DE /	19.24K	Jun 30, 25	--	0.03%

Latest holdings as of Sep 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Holder

Date

Change

% Held

Johnson Bixby & Associates, LLC

885.38K

Sep 30, 26

+23.90K

1.22%

Farther Finance Advisors, LLC

249.35K

Sep 30, 26

+4.20K

0.34%

INDEPENDENT FINANCIAL GROUP, LLC

225.72K

Sep 30, 26

+5.25K

0.31%

DAVENPORT & Co LLC

185.35K

Sep 30, 26

+7.05K

0.26%

Lineweaver Wealth Advisors, LLC

141.36K

Sep 30, 26

+11.51K

0.20%

Atria Investments, Inc

92.39K

Sep 30, 26

-1.03K

0.13%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

78.84K

Sep 30, 26

+38.21K

0.11%

Main Line Retirement Advisors, LLC

57.64K

Sep 30, 26

+6.41K

0.08%

AdvisorNet Financial, Inc

55.30K

Sep 30, 26

+47.37K

0.08%

CATHY PARETO & ASSOCIATES, INC

52.63K

Sep 30, 26

+26.81K

0.07%

Cooper Financial Group

29.28K

Sep 30, 26

-22

0.04%

AI Financial Services LLC

18.11K

Sep 30, 26

+1.90K

0.02%

TITLEIST ASSET MANAGEMENT, LLC

13.10K

Sep 30, 26

+98

0.02%

Trinity Wealth Management, LLC

10.13K

Sep 30, 26

+10.13K

0.01%

Plan A Wealth LLC

9.44K

Sep 30, 26

+1.14K

0.01%

Cassilly Financial Group LLC

8.59K

Sep 30, 26

+82

0.01%

Versant Capital Management, Inc

8.06K

Sep 30, 26

0.01%

Venture Visionary Partners LLC

7.96K

Sep 30, 26

0.01%

Hartmann Taylor Wealth Management, LLC

7.24K

Sep 30, 26

+7.24K

0.01%

Cape Investment Advisory, Inc.

6.88K

Sep 30, 26

+2.32K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

6.79K

Sep 30, 26

+6.79K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

6.46K

Sep 30, 26

0.01%

Lodestone Wealth Management LLC

3.43K

Sep 30, 26

+33

0.00%

GHP Investment Advisors, Inc.

2.12K

Sep 30, 26

+21

0.00%

CoreCap Advisors, LLC

150

Sep 30, 26

+150

0.00%

Central Pacific Bank - Trust Division

Sep 30, 26

0.00%

First Heartland Consultants, Inc.

Sep 30, 26

-333.46K

LPL Financial LLC

5.72M

Jun 30, 26

+727.11K

7.89%

ENVESTNET ASSET MANAGEMENT INC

3.75M

Jun 30, 26

+2.55M

5.17%

RAYMOND JAMES FINANCIAL INC

3.60M

Jun 30, 26

+325.91K

4.96%

ADVISOR GROUP HOLDINGS, INC.

3.25M

Jun 30, 26

+591.03K

4.49%

Capital Group Private Client Services, Inc.

2.89M

Jun 30, 26

+692.46K

3.99%

WELLS FARGO & COMPANY/MN

2.73M

Jun 30, 26

+1.73M

3.77%

ROYAL BANK OF CANADA

1.55M

Jun 30, 26

-185.84K

2.14%

COMMONWEALTH EQUITY SERVICES, LLC

1.49M

Jun 30, 26

+187.52K

2.06%

Cetera Investment Advisers

1.29M

Jun 30, 26

+466.90K

1.79%

Merit Financial Group, LLC

1.17M

Jun 30, 26

+33.87K

1.61%

JONES FINANCIAL COMPANIES LLLP

1.11M

Jun 30, 26

+382.59K

1.54%

Amplius Wealth Advisors, LLC

994.57K

Jun 30, 26

+2.19K

1.37%

MML INVESTORS SERVICES, LLC

940.60K

Jun 30, 26

+375.04K

1.30%

SK Wealth Management, LLC

886.49K

Jun 30, 26

+365.75K

1.22%

Cambridge Investment Research Advisors, Inc.

800.98K

Jun 30, 26

+195.58K

1.11%

D.A. DAVIDSON & CO.

663.11K

Jun 30, 26

+107.94K

0.91%

Gerber Kawasaki Wealth & Investment Management

635.09K

Jun 30, 26

+163.96K

0.88%

NewEdge Advisors, LLC

576.00K

Jun 30, 26

+48.58K

0.79%

STIFEL FINANCIAL CORP

548.72K

Jun 30, 26

+51.95K

0.76%

Sound View Wealth Advisors Group, LLC

426.15K

Jun 30, 26

+95.58K

0.59%

Souders Financial Advisors

383.75K

Jun 30, 26

+23.01K

0.53%

Private Advisor Group, LLC

344.92K

Jun 30, 26

-145.59K

0.48%

WILEY BROS.-AINTREE CAPITAL, LLC

308.81K

Jun 30, 26

+145.22K

0.43%

Hamilton Wealth, LLC

304.49K

Jun 30, 26

+304.49K

0.42%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

279.82K

Jun 30, 26

-123.66K

0.39%

Equitable Holdings, Inc.

261.80K

Jun 30, 26

+65.80K

0.36%

BENJAMIN EDWARDS INC

249.75K

Jun 30, 26

+189.92K

0.34%

Steward Partners Investment Advisory, LLC

248.54K

Jun 30, 26

+2.56K

0.34%

ASSETMARK, INC

218.40K

Jun 30, 26

+126.23K

0.30%

Mutual Advisors, LLC

217.27K

Jun 30, 26

+47.69K

0.30%

Janney Montgomery Scott LLC

216.72K

Jun 30, 26

+216.72K

0.30%

Confluence Wealth Services, Inc.

211.25K

Jun 30, 26

+11.52K

0.29%

Compton Financial Group, LLC

201.01K

Jun 30, 26

+186.59K

0.28%

UBS Group AG

200.40K

Jun 30, 26

+126.25K

0.28%

J. Derek Lewis & Associates Inc.

191.06K

Jun 30, 26

+49.01K

0.26%

Acorn Wealth Advisors, LLC

174.30K

Jun 30, 26

+18.09K

0.24%

Equity Wealth Partners, LLC

172.36K

Jun 30, 26

+172.36K

0.24%

Sigma Planning Corp

171.37K

Jun 30, 26

+132.08K

0.24%

SAR WEALTH MANAGEMENT GROUP, LLC

167.12K

Jun 30, 26

+7.98K

0.23%

Royal Harbor Partners, LLC

161.64K

Jun 30, 26

+465

0.22%

Baird Financial Group, Inc.

150.37K

Jun 30, 26

+19.71K

0.21%

Envestnet Portfolio Solutions, Inc.

149.53K

Jun 30, 26

+105.51K

0.21%

KPP Advisory Services LLC

149.38K

Jun 30, 26

+32.63K

0.21%

VICUS CAPITAL

149.37K

Jun 30, 26

-16.86K

0.21%

Summit Financial, LLC

146.06K

Jun 30, 26

+12.06K

0.20%

BNB Wealth Management, LLC

143.93K

Jun 30, 26

+2.16K

0.20%

NATIXIS ADVISORS, L.P.

139.52K

Jun 30, 26

+63.51K

0.19%

GREAT VALLEY ADVISOR GROUP, INC.

138.73K

Jun 30, 26

+15.10K

0.19%

Kestra Advisory Services, LLC

138.34K

Jun 30, 26

+55.34K

0.19%

Swisher Financial Concepts, Inc.

136.44K

Jun 30, 26

+847

0.19%

Concurrent Investment Advisors, LLC

128.97K

Jun 30, 26

+78.71K

0.18%

Brinker Capital Investments, LLC

125.36K

Jun 30, 26

+8.93K

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

99.56K

Jun 30, 26

-38.12K

0.14%

Capital Investment Advisors, LLC

97.22K

Jun 30, 26

+16.86K

0.13%

Sanctuary Advisors, LLC

95.12K

Jun 30, 26

+83.65K

0.13%

GTS SECURITIES LLC

94.74K

Jun 30, 26

+60.46K

0.13%

Prosperity Financial Group, Inc.

92.56K

Jun 30, 26

+3.76K

0.13%

HARBOUR INVESTMENTS, INC.

87.91K

Jun 30, 26

+16.67K

0.12%

Betterment LLC

87.86K

Jun 30, 26

+38.10K

0.12%

Turning Point Benefit Group, Inc.

77.28K

Jun 30, 26

+77.28K

0.11%

NWF Advisory Services Inc.

74.07K

Jun 30, 26

+26.35K

0.10%

Strategic Blueprint, LLC

67.84K

Jun 30, 26

-1.17K

0.09%

CAPTRUST FINANCIAL ADVISORS

67.51K

Jun 30, 26

+9.23K

0.09%

SRS Capital Advisors, Inc.

65.84K

Jun 30, 26

+64.47K

0.09%

Geneos Wealth Management Inc.

65.70K

Jun 30, 26

+17.34K

0.09%

Bellars Harris Wealth Management, LLC

65.64K

Jun 30, 26

+65.64K

0.09%

PCG Wealth Advisors, LLC

61.88K

Jun 30, 26

+8.37K

0.09%

PFG Advisors

61.34K

Jun 30, 26

+49.95K

0.08%

FOUNDERS FINANCIAL SECURITIES LLC

61.19K

Jun 30, 26

+10.58K

0.08%

Sentinus, LLC

60.12K

Jun 30, 26

-13.29K

0.08%

Steel Peak Wealth Management LLC

56.15K

Jun 30, 26

+56.15K

0.08%

Aprio Wealth Management, LLC

55.59K

Jun 30, 26

-14.53K

0.08%

Evergreen Wealth Solutions, LLC

55.23K

Jun 30, 26

+8.04K

0.08%

Arkadios Wealth Advisors

51.66K

Jun 30, 26

+28.54K

0.07%

CMC Financial Group

49.88K

Jun 30, 26

-2.95K

0.07%

SITTNER & NELSON, LLC

49.48K

Jun 30, 26

+7.61K

0.07%

EverSource Wealth Advisors, LLC

48.21K

Jun 30, 26

+17.18K

0.07%

Pensionmark Financial Group, LLC

46.63K

Jun 30, 26

+5.63K

0.06%

Keystone Wealth Services, LLC

45.71K

Jun 30, 26

+551

0.06%

BARNES PETTEY FINANCIAL ADVISORS, LLC

44.47K

Jun 30, 26

+10.07K

0.06%

TRUIST FINANCIAL CORP

44.34K

Jun 30, 26

+22.88K

0.06%

FLOW TRADERS U.S. LLC

42.98K

Jun 30, 26

-44.63K

0.06%

JANE STREET GROUP, LLC

42.69K

Jun 30, 26

-47.65K

0.06%

Bleakley Financial Group, LLC

41.24K

Jun 30, 26

+41.24K

0.06%

MGO ONE SEVEN LLC

41.20K

Jun 30, 26

+41.20K

0.06%

Capital International Investors

40.98K

Jun 30, 26

+857

0.06%

CULLEN/FROST BANKERS, INC.

40.60K

Jun 30, 26

+38.74K

0.06%

RFG Advisory, LLC

40.27K

Jun 30, 26

+34.04K

0.06%

NerdWallet Wealth Partners, LLC

37.13K

Jun 30, 26

+5.32K

0.05%

Valmark Advisers, Inc.

36.92K

Jun 30, 26

+20.53K

0.05%

Advisory Services Network, LLC

36.83K

Jun 30, 26

+5.80K

0.05%

LongView Wealth Management

35.88K

Jun 30, 26

+25.55K

0.05%

Kingsview Wealth Management, LLC

35.85K

Jun 30, 26

-3.85K

0.05%

Waverly Advisors, LLC

32.93K

Jun 30, 26

+32.93K

0.05%

SCHMIDT P J INVESTMENT MANAGEMENT INC

32.85K

Jun 30, 26

+2.19K

0.05%

Cyndeo Wealth Partners, LLC

32.69K

Jun 30, 26

+32.69K

0.05%

Gateway Wealth Partners, LLC

32.31K

Jun 30, 26

+26.21K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

30.87K

Jun 30, 26

+11.52K

0.04%

CERTIOR FINANCIAL GROUP, LLC

29.82K

Jun 30, 26

+569

0.04%

Sowell Financial Services LLC

28.65K

Jun 30, 26

+3.46K

0.04%

HighTower Advisors, LLC

28.32K

Jun 30, 26

+11.61K

0.04%

FIFTH THIRD BANCORP

27.70K

Jun 30, 26

+25.47K

0.04%

BlueChip Wealth Advisors LLC

27.00K

Jun 30, 26

-2.61K

0.04%

TCFG Investment Advisors, LLC

24.94K

Jun 30, 26

0.03%

Capital Analysts, LLC

24.84K

Jun 30, 26

+12.50K

0.03%

OPPENHEIMER & CO INC

24.70K

Jun 30, 26

+4.51K

0.03%

Junk Investment Group, LLC

24.26K

Jun 30, 26

+1.70K

0.03%

Meridian Wealth Management, LLC

23.86K

Jun 30, 26

0.03%

LANDAAS & CO /WI /ADV

23.74K

Jun 30, 26

0.03%

Beacon Pointe Advisors, LLC

22.87K

Jun 30, 26

+6.62K

0.03%

Armstrong, Fleming & Moore, Inc

22.01K

Jun 30, 26

+1.21K

0.03%

Astoria Portfolio Advisors LLC.

21.79K

Jun 30, 26

+4.26K

0.03%

KWB Wealth

21.25K

Jun 30, 26

-568

0.03%

Moors & Cabot, Inc.

21.07K

Jun 30, 26

-4.97K

0.03%

NewEdge Wealth, LLC

20.42K

Jun 30, 26

+4.35K

0.03%

BALLAST ADVISORS LLC

20.35K

Jun 30, 26

+4.97K

0.03%

HighPoint Advisor Group LLC

19.99K

Jun 30, 26

-644

0.03%

Advyzon Investment Management, LLC

19.97K

Jun 30, 26

+4.45K

0.03%

Financial Council Asset Management Inc

19.62K

Jun 30, 26

+1.33K

0.03%

Mariner, LLC

19.17K

Jun 30, 26

+19.17K

0.03%

Vestmark Advisory Solutions, Inc.

17.99K

Jun 30, 26

+17.99K

0.02%

Bank of New York Mellon Corp

17.90K

Jun 30, 26

+17.90K

0.02%

LANGLEY WEALTH MANAGEMENT, LLC

17.84K

Jun 30, 26

+17.84K

0.02%

Burton Enright Welch

17.43K

Jun 30, 26

0.02%

Berger Financial Group, Inc

16.93K

Jun 30, 26

+94

0.02%

FLORIDA FINANCIAL ADVISORS, LLC

16.83K

Jun 30, 26

+3.40K

0.02%

Belpointe Asset Management LLC

15.45K

Jun 30, 26

+15.45K

0.02%

Stratos Wealth Partners, LTD.

15.28K

Jun 30, 26

+15.28K

0.02%

Westside Investment Management, Inc.

15.09K

Jun 30, 26

+7.42K

0.02%

QUANTUM FINANCIAL PARTNERS LLC

14.53K

Jun 30, 26

+14.53K

0.02%

ADAMSBROWN WEALTH CONSULTANTS LLC

14.16K

Jun 30, 26

+4.60K

0.02%

First American Bank

13.92K

Jun 30, 26

+13.92K

0.02%

CENTAURUS FINANCIAL, INC.

13.87K

Jun 30, 26

+4.38K

0.02%

Sovran Advisors, LLC

13.86K

Jun 30, 26

+13.86K

0.02%

LaSalle St. Investment Advisors, LLC

12.89K

Jun 30, 26

+859

0.02%

Gutierrez Wealth Advisory, LLC

12.81K

Jun 30, 26

0.02%

Tudor Financial Inc.

12.58K

Jun 30, 26

0.02%

Prospera Financial Services Inc

12.05K

Jun 30, 26

+1.36K

0.02%

J.W. COLE ADVISORS, INC.

11.75K

Jun 30, 26

+11.75K

0.02%

Stephenson & Company, Inc.

11.48K

Jun 30, 26

+11.48K

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

11.41K

Jun 30, 26

+2.39K

0.02%

SILVER OAK SECURITIES, INCORPORATED

11.13K

Jun 30, 26

+11.13K

0.02%

Everest Financial Group LLC

11.03K

Jun 30, 26

0.02%

Integrated Wealth Concepts LLC

10.94K

Jun 30, 26

+4.43K

0.02%

SMITH, MOORE & CO.

10.74K

Jun 30, 26

0.01%

IFG Advisory, LLC

10.27K

Jun 30, 26

+10.27K

0.01%

BIP Wealth, LLC

9.81K

Jun 30, 26

-287.75K

0.01%

MARSHALL WACE, LLP

9.77K

Jun 30, 26

+9.77K

0.01%

BROWN ADVISORY INC

9.76K

Jun 30, 26

+700

0.01%

Beacon Financial Advisory LLC

9.55K

Jun 30, 26

-672

0.01%

Essential Investment Partners LLC

8.80K

Jun 30, 26

+300

0.01%

Security Financial Services, INC.

8.52K

Jun 30, 26

+8.52K

0.01%

Cerity Partners LLC

8.44K

Jun 30, 26

0.01%

Balboa Wealth Partners

8.31K

Jun 30, 26

+8.31K

0.01%

January Capital Advisors LLC

8.03K

Jun 30, 26

+16

0.01%

AdvisorNet Financial, Inc

7.93K

Jun 30, 26

0.01%

Summit Global Investments

7.92K

Jun 30, 26

+7.92K

0.01%

Tribridge Partners Financial LLC

7.67K

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

7.27K

Jun 30, 26

+7.27K

0.01%

FLAGSHIP WEALTH ADVISORS, LLC

7.13K

Jun 30, 26

+7.13K

0.01%

Latitude Advisors, LLC

7.08K

Jun 30, 26

+7.08K

0.01%

Allegheny Financial Group LTD

7.03K

Jun 30, 26

0.01%

Peak Asset Management, LLC

7.00K

Jun 30, 26

+7.00K

0.01%

Investment Insight Wealth Management, LLC

6.80K

Jun 30, 26

0.01%

PRINCIPAL SECURITIES, INC.

6.75K

Jun 30, 26

+6.75K

0.01%

Vantus Wealth LLC

6.71K

Jun 30, 26

+6.71K

0.01%

ROTHSCHILD INVESTMENT LLC

6.45K

Jun 30, 26

0.01%

Kestra Investment Management, LLC

6.22K

Jun 30, 26

+6.22K

0.01%

LexAurum Advisors, LLC

6.13K

Jun 30, 26

-2.21K

0.01%

Auxano Advisors, LLC

5.96K

Jun 30, 26

+5.96K

0.01%

Apollon Wealth Management, LLC

5.78K

Jun 30, 26

+5.78K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

5.76K

Jun 30, 26

+5.76K

0.01%

PKS Advisory Services, LLC

5.76K

Jun 30, 26

+5.76K

0.01%

Ausdal Financial Partners, Inc.

5.60K

Jun 30, 26

+5.60K

0.01%

PRIVATE TRUST CO NA

5.31K

Jun 30, 26

+4.22K

0.01%

Synergy Investment Management, LLC

4.40K

Jun 30, 26

+1.40K

0.01%

Lodestone Wealth Management LLC

3.40K

Jun 30, 26

-1.41K

0.00%

Richardson Capital Management LLC

2.95K

Jun 30, 26

0.00%

RHL GROUP, LLC

2.54K

Jun 30, 26

+15

0.00%

BROWN BROTHERS HARRIMAN & CO

2.35K

Jun 30, 26

+2.35K

0.00%

FMR LLC

1.69K

Jun 30, 26

+1.69K

0.00%

GW&K Investment Management, LLC

1.07K

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

1.01K

Jun 30, 26

+254

0.00%

Colonial Trust Co / SC

974

Jun 30, 26

+974

0.00%

Leo H. Evart, Inc.

949

Jun 30, 26

0.00%

Signature Equity Partners, LLC

913

Jun 30, 26

+575

0.00%

Greykasell Wealth Strategies, Inc.

886

Jun 30, 26

0.00%

Rossby Financial, LCC

869

Jun 30, 26

+407

0.00%

MORGAN STANLEY

863

Jun 30, 26

+67

0.00%

IFP Advisors, Inc

854

Jun 30, 26

+649

0.00%

Smartleaf Asset Management LLC

617

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

500

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

481

Jun 30, 26

0.00%

Global Retirement Partners, LLC

310

Jun 30, 26

+310

0.00%

Institute for Wealth Management, LLC.

292

Jun 30, 26

+292

0.00%

MERCER GLOBAL ADVISORS INC /ADV

259

Jun 30, 26

+259

0.00%

Spire Wealth Management

254

Jun 30, 26

0.00%

Continuum Advisory, LLC

128

Jun 30, 26

+128

0.00%

Morse Asset Management, Inc

100

Jun 30, 26

+100

0.00%

StrongBox Wealth, LLC

Jun 30, 26

+62

0.00%

Cercano Management LLC

Jun 30, 26

-32.73K

TritonPoint Partners, LLC

Jun 30, 26

-53.88K

MAI Capital Management

Jun 30, 26

-356

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-14.29K

Aptus Capital Advisors, LLC

Jun 30, 26

-14.29K

Western Wealth Management, LLC

Jun 30, 26

-1.06K

AE Wealth Management LLC

Jun 30, 26

-8.86K

HRT FINANCIAL LP

Jun 30, 26

-37.97K

Strategic Financial Concepts, LLC

Jun 30, 26

-8.19K

Qube Research & Technologies Ltd

Jun 30, 26

-32.60K

Independent Advisor Alliance

Jun 30, 26

-17.69K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-337

CITADEL ADVISORS LLC

Jun 30, 26

-75.56K

U.S. Capital Wealth Advisors, LLC

47.24K

Mar 31, 26

+19.05K

0.07%

TCFG WEALTH MANAGEMENT, LLC

24.94K

Mar 31, 26

+2.91K

0.03%

CWM, LLC

10.91K

Mar 31, 26

+1.78K

0.02%

McIlrath & Eck, LLC

4.88K

Mar 31, 26

0.01%

ORG Partners LLC

57.58K

Dec 31, 25

+7.58K

0.08%

COMERICA BANK

471

Dec 31, 25

+471

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-16.63K

FUTURE YOU WEALTH LLC

42.56K

Jun 30, 25

+42.56K

0.06%

Congress Wealth Management LLC / DE /

19.24K

Jun 30, 25

0.03%