Capital Group Fixed Income ETF Trust - CGCB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 23,650,039 | 627,199 | 0.1% | 0.08% | 1 | +4,641,432 | 24.42% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 22,259,688 | 590,326 | 0.16% | 0.13% | 2 | +5,195,824 | 30.45% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 7,751,877 | 205,579 | 0.01% | 0.01% | 3 | +902,837 | 13.18% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,425,750 | 143,890 | 0.04% | 0.03% | 4 | +1,051,303 | 24.03% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,889,956 | 103,161 | 0.07% | 0.07% | 5 | +98,583 | 2.6% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 3,341,147 | 88,607 | 0.1% | 0.09% | 6 | +492,018 | 17.27% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,002,360 | 79,622 | 0.02% | 0.02% | 7 | +789,748 | 35.69% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,905,361 | 77,050 | 0.01% | 0.01% | 8 | +1,395,908 | 92.48% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,678,145 | 71,024 | 0.01% | 0.0% | 9 | +685,461 | 34.4% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,129,348 | 56,475 | 0.08% | 0.07% | 10 | +242,334 | 12.84% | Q4 2025 | Feb 17, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 2,044,780 | 54,227 | 6.72% | 0.05% | 11 | +2,030,891 | 14622.3% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,035,628 | 53,984 | 0.43% | 0.47% | 12 | +99,718 | 5.15% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,872,505 | 49,658 | 0.05% | 0.03% | 13 | +703,107 | 60.13% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,707,253 | 45,276 | 0.01% | — | 14 | +1,707,253 | New | Q4 2025 | Feb 17, 2026 |
| Leverty Financial Group, LLC | History | Added to | 1,581,937 | 41,952 | 10.03% | 10.81% | 15 | +15,093 | 0.96% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,423,012 | 37,738 | 0.1% | 0.09% | 16 | +162,281 | 12.87% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,329,947 | 35,270 | 0.09% | 0.08% | 17 | +209,445 | 18.69% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,127,960 | 29,913 | 0.37% | 0.32% | 18 | +204,652 | 22.17% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,102,266 | 29,232 | 0.11% | 0.1% | 19 | +241,736 | 28.09% | Q4 2025 | Feb 18, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,026,504 | 27,222 | 2.73% | 2.57% | 20 | +113,538 | 12.44% | Q4 2025 | Feb 11, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 998,951 | 26,492 | 4.8% | 4.76% | 21 | +45,444 | 4.77% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 989,899 | 26,252 | 0.03% | 0.03% | 22 | +254,559 | 34.62% | Q4 2025 | Feb 12, 2026 |
| Aprio Wealth Management, LLC | History | New | 969,678 | 25,715 | 1.48% | — | 23 | +969,678 | New | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 839,077 | 22,252 | 0.14% | 0.13% | 24 | +56,133 | 7.17% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 814,776 | 21,607 | 0.01% | 0.01% | 25 | +272,624 | 50.29% | Q4 2025 | Feb 17, 2026 |
| Quadcap Wealth Management, LLC | History | New | 796,801 | 21,121 | 2.42% | — | 26 | +796,801 | New | Q4 2025 | Jan 29, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 751,213 | 19,922 | 12.22% | 10.86% | 27 | +115,234 | 18.12% | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 748,872 | 19,860 | 0.04% | 0.04% | 28 | +44,842 | 6.37% | Q4 2025 | Feb 17, 2026 |
| American Financial Advisors, LLC | History | Reduced | 710,970 | 18,854 | 2.43% | 2.44% | 29 | -3,032 | -0.42% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | Added to | 692,236 | 18,358 | 0.23% | 0.2% | 30 | +109,674 | 18.83% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 631,505 | 16,750 | 0.09% | 0.06% | 31 | +262,077 | 70.94% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 607,996 | 16,136 | 0.02% | 0.02% | 32 | +121,325 | 24.93% | Q4 2025 | Jan 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 578,823 | 15,350 | 2.14% | 1.26% | 33 | +494,952 | 590.13% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 557,996 | 14,798 | 0.07% | 0.05% | 34 | +180,045 | 47.64% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 512,122 | 13,581 | 0.07% | 0.07% | 35 | +30,591 | 6.35% | Q4 2025 | Feb 12, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 509,554 | 13,513 | 1.88% | 1.89% | 36 | +12,741 | 2.56% | Q4 2025 | Feb 04, 2026 |
| BIP Wealth, LLC | History | New | 508,681 | 13,490 | 0.48% | — | 37 | +508,681 | New | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 483,497 | 12,822 | 0.01% | 0.01% | 38 | +76,339 | 18.75% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 453,583 | 12,029 | 0.54% | 0.55% | 39 | +8,898 | 2.0% | Q4 2025 | Feb 13, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 440,814 | 11,690 | 3.98% | 3.93% | 40 | +55,448 | 14.39% | Q4 2025 | Jan 20, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 382,991 | 10,156 | 2.38% | — | 41 | +382,991 | New | Q4 2025 | Mar 23, 2026 |
| Sovran Advisors, LLC | History | Added to | 367,885 | 9,782 | 0.83% | 0.77% | 42 | +40,652 | 12.42% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 354,966 | 9,413 | 0.11% | 0.08% | 43 | +179,260 | 102.02% | Q4 2025 | Jan 29, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 347,118 | 9,203 | 4.13% | 3.74% | 44 | +59,962 | 20.88% | Q4 2025 | Jan 13, 2026 |
| UBS Group AG | History | Added to | 344,151 | 9,126 | 0.0% | 0.0% | 45 | +133,670 | 63.51% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 324,724 | 8,627 | 0.33% | 0.57% | 46 | -24,928 | -7.13% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 316,058 | 8,381 | 0.03% | 0.04% | 47 | +16,029 | 5.34% | Q4 2025 | Feb 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 298,429 | 7,914 | 2.14% | 1.26% | 48 | +4,618 | 1.57% | Q4 2025 | Jan 27, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 297,636 | 7,875 | 1.77% | 1.4% | 49 | +93,577 | 45.86% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 294,911 | 7,821 | 0.11% | 0.11% | 50 | +27,332 | 10.21% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 289,676 | 7,682 | 0.14% | 0.1% | 51 | +114,357 | 65.23% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 276,293 | 7,327 | 0.14% | 0.14% | 52 | +24,389 | 9.68% | Q4 2025 | Feb 03, 2026 |
| Freedom Financial Partners LLC | History | Added to | 252,509 | 6,696 | 2.44% | 2.48% | 53 | +7,167 | 2.92% | Q4 2025 | Jan 06, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 252,216 | 6,688 | 4.72% | 4.51% | 54 | +27,816 | 12.4% | Q4 2025 | Jan 27, 2026 |
| TSFG, LLC | History | Reduced | 245,362 | 6,507 | 0.97% | 1.13% | 55 | -22,546 | -8.42% | Q4 2025 | Feb 04, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 220,793 | 5,855 | 2.98% | 2.98% | 56 | +6,898 | 3.22% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 219,502 | 5,821 | 0.12% | 0.06% | 57 | +125,654 | 133.89% | Q4 2025 | Feb 09, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 214,333 | 5,684 | 1.21% | 0.43% | 58 | +152,882 | 248.79% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 208,343 | 5,525 | 0.01% | 0.01% | 59 | +49,603 | 31.25% | Q4 2025 | Mar 16, 2026 |
| Sunpointe, LLC | History | Added to | 200,827 | 5,325 | 1.77% | 0.79% | 60 | +118,099 | 142.76% | Q4 2025 | Jan 23, 2026 |
| Timmons Wealth Management, LLC | History | New | 199,343 | 5,286 | 5.2% | — | 61 | +199,343 | New | Q4 2025 | Feb 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 190,429 | 5,050 | 0.55% | — | 62 | +190,429 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 189,658 | 5,029 | 0.06% | 0.04% | 63 | +64,011 | 50.95% | Q4 2025 | Feb 02, 2026 |
| Boyer Financial Services, Inc. | History | New | 188,231 | 4,984 | 5.29% | — | 64 | +188,231 | New | Q4 2025 | Jan 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 183,483 | 4,865 | 0.1% | 0.09% | 65 | +26,647 | 16.99% | Q4 2025 | Feb 06, 2026 |
| Vigil Wealth Management, LLC | History | New | 177,325 | 4,702 | 3.91% | — | 66 | +177,325 | New | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Services, LLC | History | Added to | 174,665 | 4,632 | 3.15% | 3.17% | 67 | +4,167 | 2.44% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 167,404 | 4,439 | 0.05% | 0.05% | 68 | +15,397 | 10.13% | Q4 2025 | Jan 20, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 158,731 | 4,209 | 0.18% | 7.79% | 69 | -6,595,242 | -97.65% | Q4 2025 | Jan 06, 2026 |
| Dentgroup LLC | History | Reduced | 158,371 | 4,199 | 2.88% | 2.87% | 70 | -8,477 | -5.08% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 155,925 | 4,135 | 0.01% | 0.01% | 71 | +76,091 | 95.31% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 150,009 | 3,978 | 0.04% | 0.03% | 72 | +44,521 | 42.2% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 148,221 | 3,930 | 0.07% | 0.07% | 73 | +1,179 | 0.8% | Q4 2025 | Jan 22, 2026 |
| Mariner, LLC | History | Added to | 147,647 | 3,915 | 0.0% | 0.0% | 74 | +28,134 | 23.54% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 146,111 | 3,874 | 0.0% | 0.0% | 75 | -148,374 | -50.38% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 143,328 | 3,801 | 0.03% | 0.03% | 76 | +9,149 | 6.82% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 136,954 | 3,632 | 0.07% | 0.04% | 77 | +67,081 | 96.0% | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 135,199 | 3,585 | 0.12% | 0.15% | 78 | -62,957 | -31.77% | Q4 2025 | Jan 09, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 133,278 | 3,534 | 1.01% | 1.04% | 79 | +7,278 | 5.78% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 130,989 | 3,473 | 0.01% | 0.01% | 80 | +21,853 | 20.02% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Alliance LLC | History | Added to | 129,814 | 3,442 | 0.22% | 0.22% | 81 | +5,963 | 4.81% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 124,474 | 3,301 | 0.0% | 0.0% | 82 | -75,233 | -37.67% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 121,364 | 3,218 | 0.15% | 0.16% | 83 | +5,559 | 4.8% | Q4 2025 | Feb 05, 2026 |
| Saxony Capital Management, LLC | History | Added to | 121,302 | 3,216 | 1.97% | 1.42% | 84 | +40,221 | 49.61% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 121,015 | 3,209 | 0.0% | 0.0% | 85 | +75,127 | 163.72% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 118,842 | 3,151 | 0.06% | 0.06% | 86 | -765 | -0.64% | Q4 2025 | Feb 17, 2026 |
| COFG Advisors, LLC | History | New | 115,714 | 3,068 | 0.76% | — | 87 | +115,714 | New | Q4 2025 | Feb 10, 2026 |
| InTrack Investment Management Inc | History | Added to | 111,737 | 2,963 | 1.66% | 1.32% | 88 | +28,687 | 34.54% | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 107,747 | 2,857 | 0.16% | 0.16% | 89 | +305 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 106,618 | 2,827 | 0.06% | 0.06% | 90 | +1,782 | 1.7% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 104,355 | 2,767 | 0.03% | 0.02% | 91 | +29,557 | 39.52% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 101,488 | 2,691 | 0.0% | 0.0% | 92 | +30,934 | 43.84% | Q4 2025 | Feb 02, 2026 |
| Merited Wealth, LLC | History | New | 100,711 | 2,670 | 2.48% | — | 93 | +100,711 | New | Q4 2025 | Mar 26, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 98,958 | 2,624 | 0.09% | 0.07% | 94 | +28,928 | 41.31% | Q4 2025 | Feb 04, 2026 |
| Berger Financial Group, Inc | History | Added to | 97,535 | 2,586 | 0.15% | 0.13% | 95 | +12,961 | 15.33% | Q4 2025 | Jan 27, 2026 |
| United Advisor Group, LLC | History | Added to | 95,247 | 2,525 | 0.31% | 0.33% | 96 | +3,658 | 3.99% | Q4 2025 | Jan 26, 2026 |
| LongView Wealth Management | History | Added to | 92,723 | 2,461 | 0.59% | 0.56% | 97 | +14,566 | 18.64% | Q4 2025 | Jan 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 90,615 | 2,403 | 0.98% | 1.06% | 98 | +2,180 | 2.47% | Q4 2025 | Jan 15, 2026 |
| Saiph Capital, LLC | History | Added to | 89,339 | 2,369 | 0.85% | 0.77% | 99 | +9,118 | 11.37% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 86,629 | 2,297 | 0.33% | 0.29% | 100 | +12,007 | 16.09% | Q4 2025 | Feb 02, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 85,903 | 2,278 | 0.87% | 0.85% | 101 | +11,982 | 16.21% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 82,539 | 2,188 | 0.04% | 0.02% | 102 | +49,320 | 148.47% | Q4 2025 | Mar 12, 2026 |
| TrueWealth Financial Partners | History | New | 82,263 | 2,181 | 1.8% | — | 103 | +82,263 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 82,263 | 2,181 | 1.8% | — | 104 | +82,263 | New | Q4 2025 | Feb 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 79,124 | 2,098 | 0.32% | 3.17% | 105 | -676,435 | -89.53% | Q4 2025 | Jan 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 78,608 | 2,084 | 0.04% | 0.04% | 106 | -3,618 | -4.4% | Q4 2025 | Feb 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 77,989 | 2,068 | 0.07% | 0.02% | 107 | +52,294 | 203.52% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 77,235 | 2,048 | 0.0% | 0.0% | 108 | +1,009 | 1.32% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 71,682 | 1,900 | 0.53% | 0.09% | 109 | +59,746 | 500.55% | Q4 2025 | Jan 26, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 68,892 | 1,827 | 0.5% | 0.23% | 110 | +38,133 | 123.97% | Q4 2025 | Feb 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 67,548 | 1,791 | 0.5% | 0.54% | 111 | -1,624 | -2.35% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 66,784 | 1,771 | 0.0% | 0.0% | 112 | +30,853 | 85.87% | Q4 2025 | Jan 23, 2026 |
| Synergy Investment Management, LLC | History | Added to | 66,795 | 1,771 | 0.63% | 0.5% | 113 | +17,650 | 35.91% | Q4 2025 | Feb 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 64,349 | 1,706 | 0.04% | 0.04% | 114 | +7,865 | 13.92% | Q4 2025 | Jan 23, 2026 |
| Capital Planning Advisors, LLC | History | New | 64,296 | 1,705 | 0.23% | — | 115 | +64,296 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 63,479 | 1,683 | 0.09% | 0.04% | 116 | +38,457 | 153.69% | Q4 2025 | Jan 20, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 62,433 | 1,655 | 0.07% | 0.08% | 117 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Richmond Investment Services, LLC | History | Added to | 60,817 | 1,612 | 0.28% | 0.19% | 118 | +22,405 | 58.33% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 60,124 | 1,594 | 0.07% | 0.07% | 119 | +6,113 | 11.32% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 58,828 | 1,560 | 0.01% | 0.01% | 120 | +9,716 | 19.78% | Q4 2025 | Feb 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 56,876 | 1,508 | 0.28% | 0.21% | 121 | +16,676 | 41.48% | Q4 2025 | Jan 14, 2026 |
| Clear Point Advisors Inc. | History | Added to | 55,614 | 1,474 | 1.14% | 0.67% | 122 | +26,232 | 89.28% | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 54,328 | 1,440 | 0.16% | 0.13% | 123 | +19,003 | 53.79% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 53,036 | 1,406 | 0.06% | 0.17% | 124 | -136,491 | -72.02% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 52,494 | 1,392 | 0.05% | — | 125 | +52,494 | New | Q4 2025 | Feb 13, 2026 |
| Sun Financial Inc | History | New | 49,062 | 1,301 | 0.73% | — | 126 | +49,062 | New | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | New | 48,276 | 1,281 | 0.04% | — | 127 | +48,276 | New | Q4 2025 | Jan 23, 2026 |
| Bill Few Associates, Inc. | History | No change | 47,671 | 1,264 | 0.31% | 0.33% | 128 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 46,360 | 1,229 | 0.02% | 0.01% | 129 | +14,091 | 43.67% | Q4 2025 | Jan 29, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 45,942 | 1,218 | 1.02% | — | 130 | +45,942 | New | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 45,472 | 1,206 | 0.02% | 0.02% | 131 | +3,722 | 8.91% | Q4 2025 | Feb 09, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 44,289 | 1,174 | 0.13% | 0.13% | 132 | +10,621 | 31.55% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 44,289 | 1,174 | 0.18% | 0.19% | 133 | +10,621 | 31.55% | Q4 2025 | Feb 13, 2026 |
| Prosperity Financial Group, Inc. | History | New | 42,720 | 1,132 | 0.41% | — | 134 | +42,720 | New | Q4 2025 | Jan 26, 2026 |
| Pines Wealth Management, LLC | History | Added to | 39,085 | 1,036 | 0.33% | 0.34% | 135 | +888 | 2.32% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 36,202 | 960 | 0.0% | — | 136 | +36,202 | New | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 35,850 | 950 | 0.01% | 0.01% | 137 | +811 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,413 | 939 | 0.01% | 0.0% | 138 | +29,912 | 543.76% | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 35,257 | 934 | 0.07% | 0.05% | 139 | +12,445 | 54.55% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 34,905 | 925 | 0.01% | 0.01% | 140 | +16,340 | 88.02% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 34,552 | 916 | 0.05% | 0.04% | 141 | +5,600 | 19.34% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 32,781 | 869 | 0.06% | 0.01% | 142 | +24,782 | 309.81% | Q4 2025 | Feb 20, 2026 |
| Capital Management Associates, Inc | History | Added to | 32,555 | 863 | 0.19% | 0.1% | 143 | +18,227 | 127.21% | Q4 2025 | Jan 21, 2026 |
| William Mack & Associates, Inc. | History | Added to | 32,139 | 852 | 0.4% | 0.46% | 144 | +245 | 0.77% | Q4 2025 | Feb 09, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 32,048 | 849 | 0.26% | 0.26% | 145 | +780 | 2.49% | Q4 2025 | Jan 12, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 31,024 | 822 | 0.28% | 0.53% | 146 | -23,699 | -43.31% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 30,481 | 808 | 0.03% | 0.0% | 147 | +29,164 | 2214.43% | Q4 2025 | Feb 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 30,194 | 801 | 0.0% | 0.0% | 148 | +13,562 | 81.54% | Q4 2025 | Feb 10, 2026 |
| MSH Capital Advisors LLC | History | Added to | 29,944 | 794 | 0.17% | 0.19% | 149 | +3,612 | 13.72% | Q4 2025 | Feb 09, 2026 |
| Jacobi Capital Management LLC | History | Added to | 29,075 | 771 | 0.04% | 0.03% | 150 | +7,943 | 37.59% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 28,989 | 768 | 0.0% | 0.0% | 151 | +8,130 | 38.98% | Q4 2025 | Jan 29, 2026 |
| Alchemi Wealth, LLC | History | New | 28,551 | 757 | 0.41% | — | 152 | +28,551 | New | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 27,527 | 730 | 0.72% | — | 153 | +27,527 | New | Q4 2025 | Feb 19, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 26,709 | 708 | 0.16% | 0.15% | 154 | +1,654 | 6.6% | Q4 2025 | Jan 16, 2026 |
| SITTNER & NELSON, LLC | History | New | 26,374 | 701 | 0.25% | — | 155 | +26,374 | New | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 26,063 | 691 | 0.02% | 0.02% | 156 | +567 | 2.22% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 25,843 | 685 | 0.03% | 0.02% | 157 | +17,719 | 218.11% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 24,561 | 651 | 0.02% | — | 158 | +24,561 | New | Q4 2025 | Feb 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 24,439 | 648 | 0.38% | 0.39% | 159 | +2,238 | 10.08% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | Added to | 23,617 | 626 | 0.03% | 0.02% | 160 | +2,429 | 11.46% | Q4 2025 | Jan 27, 2026 |
| Clearwave Capital, LLC | History | New | 22,643 | 600 | 0.44% | — | 161 | +22,643 | New | Q4 2025 | Mar 02, 2026 |
| NewCorp Financial Services, Inc. | History | New | 21,893 | 580 | 0.51% | — | 162 | +21,893 | New | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | Added to | 21,052 | 558 | 0.15% | 0.1% | 163 | +7,262 | 52.66% | Q4 2025 | Jan 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 20,399 | 540 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Freestate Advisors LLC | History | Added to | 20,282 | 537 | 0.44% | 0.34% | 165 | +4,797 | 30.98% | Q4 2025 | Jan 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 20,145 | 534 | 0.02% | — | 166 | +20,145 | New | Q4 2025 | Jan 30, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 19,795 | 524 | 0.33% | 0.33% | 167 | +230 | 1.18% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 19,579 | 519 | 0.01% | 0.02% | 168 | +13 | 0.07% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 19,203 | 509 | 0.03% | 0.02% | 169 | +9,614 | 100.26% | Q4 2025 | Feb 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 18,017 | 477 | 0.0% | — | 170 | +18,017 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 17,629 | 467 | 0.0% | — | 171 | +17,629 | New | Q4 2025 | Mar 25, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 16,564 | 439 | 0.01% | 0.01% | 172 | +1,475 | 9.78% | Q4 2025 | Jan 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,242 | 404 | 0.01% | 0.01% | 173 | +4,490 | 41.76% | Q4 2025 | Jan 16, 2026 |
| Security Financial Services, INC. | History | Added to | 13,730 | 364 | 0.06% | 0.05% | 174 | +1,391 | 11.27% | Q4 2025 | Jan 27, 2026 |
| Summit Global Investments | History | Added to | 13,568 | 360 | 0.02% | 0.02% | 175 | +1,080 | 8.65% | Q4 2025 | Feb 18, 2026 |
| Keystone Financial Group | History | New | 13,301 | 352 | 0.03% | — | 176 | +13,301 | New | Q4 2025 | Feb 06, 2026 |
| Balboa Wealth Partners | History | Added to | 13,249 | 351 | 0.06% | 0.05% | 177 | +3,124 | 30.85% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | Added to | 13,220 | 350 | 0.06% | 0.06% | 178 | +2,990 | 29.23% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,946 | 343 | 0.03% | 0.01% | 179 | +7,648 | 144.36% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,891 | 341 | 0.01% | 0.01% | 180 | +4,089 | 46.46% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,806 | 339 | 0.02% | 0.02% | 181 | +1,979 | 18.28% | Q4 2025 | Feb 06, 2026 |
| Trilogy Capital Inc. | History | Added to | 12,660 | 335 | 0.01% | 0.02% | 182 | +36 | 0.29% | Q4 2025 | Jan 22, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,245 | 324 | 0.0% | — | 183 | +12,245 | New | Q4 2025 | Feb 02, 2026 |
| Compton Financial Group, LLC | History | New | 11,904 | 315 | 0.07% | — | 184 | +11,904 | New | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,695 | 310 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Carson Advisory Inc. | History | New | 11,655 | 309 | 0.16% | — | 186 | +11,655 | New | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 11,578 | 307 | 0.01% | 0.01% | 187 | -16,558 | -58.85% | Q4 2025 | Feb 17, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 11,404 | 302 | 0.2% | 0.15% | 188 | +3,404 | 42.55% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 11,234 | 297 | 0.01% | 0.0% | 189 | +2,224 | 24.68% | Q4 2025 | Feb 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 10,858 | 287 | 0.09% | 0.1% | 190 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Midwest Heritage Bank, FSB | History | New | 10,796 | 286 | 0.1% | — | 191 | +10,796 | New | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 10,586 | 280 | 0.01% | — | 192 | +10,586 | New | Q4 2025 | Jan 26, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 10,188 | 270 | 0.05% | 0.06% | 193 | -783 | -7.14% | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | New | 10,081 | 267 | 0.03% | — | 194 | +10,081 | New | Q4 2025 | Feb 13, 2026 |
| Vantus Wealth LLC | History | New | 10,081 | 267 | 0.2% | — | 195 | +10,081 | New | Q4 2025 | Feb 10, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 9,807 | 260 | 0.14% | 0.13% | 196 | +703 | 7.72% | Q4 2025 | Feb 17, 2026 |
| Orca Wealth Management, LLC | History | No change | 9,766 | 258 | 0.18% | 0.2% | 197 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | No change | 9,711 | 257 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 9,575 | 253 | 0.0% | 0.0% | 199 | -3,441 | -26.44% | Q4 2025 | Jan 15, 2026 |
| MGO ONE SEVEN LLC | History | New | 9,436 | 250 | 0.01% | — | 201 | +9,436 | New | Q4 2025 | Feb 03, 2026 |
| Rather & Kittrell, Inc. | History | No change | 9,455 | 250 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 9,349 | 248 | 0.01% | 0.01% | 202 | -493 | -5.01% | Q4 2025 | Feb 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,332 | 247 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 9,130 | 243 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,130 | 242 | 0.02% | 0.02% | 205 | +77 | 0.85% | Q4 2025 | Feb 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 8,131 | 215 | 0.03% | 0.03% | 206 | -595 | -6.82% | Q4 2025 | Jan 09, 2026 |
| VICUS CAPITAL | History | New | 7,868 | 208 | 0.02% | — | 207 | +7,868 | New | Q4 2025 | Jan 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 7,782 | 206 | 0.03% | 0.03% | 208 | -157 | -1.98% | Q4 2025 | Feb 09, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 7,737 | 205 | 0.12% | 0.12% | 209 | +9 | 0.12% | Q4 2025 | Feb 10, 2026 |
| Asempa Wealth Advisors | History | New | 7,601 | 201 | 0.17% | — | 211 | +7,601 | New | Q4 2025 | Jan 08, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 7,595 | 201 | 0.09% | 0.1% | 210 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,870 | 182 | 0.0% | 0.0% | 212 | +1,799 | 35.48% | Q4 2025 | Jan 28, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 5,622 | 149 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 5,603 | 148 | 0.03% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,300 | 140 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 4,834 | 128 | 0.0% | 0.0% | 216 | +3,768 | 353.47% | Q4 2025 | Feb 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 4,063 | 107 | 0.06% | 0.06% | 217 | +185 | 4.77% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,678 | 97 | 0.0% | — | 218 | +3,678 | New | Q4 2025 | Feb 02, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,050 | 80 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 2,640 | 70 | 0.0% | 0.0% | 220 | -686 | -20.63% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | No change | 2,375 | 63 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,000 | 53 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 1,636 | 43 | 0.03% | — | 223 | +1,636 | New | Q4 2025 | Mar 05, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 976 | 25 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 848 | 22 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | New | 659 | 17 | 0.0% | — | 226 | +659 | New | Q4 2025 | Feb 13, 2026 |
| WFA of San Diego, LLC | History | No change | 500 | 13 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 407 | 11 | 0.01% | — | 228 | +407 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 365 | 9 | 0.0% | 0.0% | 229 | -10,343 | -96.59% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | No change | 287 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2,745 | 2 | 0.0% | — | 234 | +2,745 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 90 | 2 | 0.0% | 0.0% | 233 | -2,419 | -96.41% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | New | 100 | 2 | 0.0% | — | 231 | +100 | New | Q4 2025 | Feb 02, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 79 | 2 | 0.0% | — | 232 | +79 | New | Q4 2025 | Jan 22, 2026 |
| RHL GROUP, LLC | History | New | 50 | 1 | 0.0% | — | 235 | +50 | New | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -412,101 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -34,719 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,109 | -100.0% | Q3 2025 | Oct 10, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,939 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,378 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,022 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,390 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,139 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,085 | -100.0% | Q3 2025 | Nov 05, 2025 |