Capital Group Fixed Income ETF Trust - CGCB
Detailed investor-level table based on 13F positions.
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 | 41,788,400 | 1,094,020 | 0.23% | 0.18% | 1 | +11,931,191 | 39.96% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 32,832,622 | 859,558 | 0.19% | 0.2% | 2 | +4,413,497 | 15.53% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 9,125,699 | 238,910 | 0.01% | 0.01% | 3 | +96,782 | 1.07% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,721,547 | 202,150 | 0.05% | 0.05% | 4 | +841,106 | 12.22% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,744,786 | 176,578 | 0.09% | 0.09% | 5 | +1,370,451 | 25.5% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,591,203 | 172,557 | 0.03% | 0.02% | 6 | +2,242,646 | 51.57% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,616,548 | 147,041 | 0.04% | 0.03% | 7 | +1,621,832 | 40.6% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,511,435 | 118,109 | 0.11% | 0.11% | 8 | +579,091 | 14.73% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,437,616 | 116,176 | 0.01% | 0.01% | 9 | +791,438 | 21.71% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,251,177 | 85,115 | 0.08% | 0.06% | 10 | +749,433 | 29.96% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,040,699 | 79,603 | 0.73% | 0.76% | 11 | +142,620 | 4.92% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,610,343 | 68,341 | 0.08% | 0.08% | 12 | +543,190 | 26.28% | Q2 2026 | Aug 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 2,357,491 | 61,719 | 6.89% | 7.11% | 13 | +173,460 | 7.94% | Q2 2026 | Jul 16, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,171,812 | 56,858 | 0.6% | 0.64% | 14 | +112,981 | 5.49% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,145,383 | 56,166 | 0.34% | 0.41% | 15 | +37,661 | 1.79% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,041,893 | 53,456 | 0.11% | 0.11% | 16 | +471,638 | 30.04% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,874,283 | 49,069 | 0.01% | 0.01% | 17 | -33,770 | -1.77% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,764,806 | 46,203 | 0.11% | 0.11% | 18 | +170,343 | 10.68% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | New | 1,666,355 | 43,625 | 1.15% | — | 19 | +1,666,355 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,646,144 | 43,408 | 0.02% | 0.02% | 20 | +407,452 | 32.89% | Q2 2026 | Aug 14, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 1,624,806 | 42,537 | 8.27% | 9.8% | 21 | -61,721 | -3.66% | Q2 2026 | Jul 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,556,633 | 40,752 | 0.06% | 0.07% | 22 | +69,354 | 4.66% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,527,732 | 39,996 | 0.12% | 0.11% | 23 | +352,251 | 29.97% | Q2 2026 | Aug 12, 2026 |
| Intrua Financial, LLC | History | New | 1,299,124 | 34,011 | 3.12% | — | 24 | +1,299,124 | New | Q2 2026 | Jul 24, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 1,297,322 | 33,665 | 1.76% | 2.16% | 25 | +134,337 | 11.55% | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 1,160,847 | 30,390 | 4.87% | 5.18% | 26 | +192,727 | 19.91% | Q2 2026 | Jul 10, 2026 |
| Compton Financial Group, LLC | History | Added to | 1,137,925 | 29,790 | 5.74% | 1.95% | 27 | +802,443 | 239.19% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,129,480 | 29,569 | 2.39% | 2.79% | 28 | +20,666 | 1.86% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,060,685 | 27,768 | 0.02% | 0.01% | 29 | +461,932 | 77.15% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,048,341 | 27,445 | 0.03% | 0.05% | 30 | -243,113 | -18.82% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 976,237 | 25,421 | 0.04% | 0.05% | 31 | +36,156 | 3.85% | Q2 2026 | Jul 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 923,546 | 24,178 | 0.13% | 0.13% | 32 | +89,795 | 10.77% | Q2 2026 | Jul 24, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 920,080 | 24,087 | 2.34% | 2.69% | 33 | +19,217 | 2.13% | Q2 2026 | Jul 31, 2026 |
| BIP Wealth, LLC | History | Added to | 850,240 | 22,259 | 0.63% | 0.69% | 34 | +206,750 | 32.13% | Q2 2026 | Aug 03, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 836,040 | 21,887 | 10.35% | 13.38% | 35 | +8,905 | 1.08% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | Added to | 813,055 | 21,332 | 0.09% | 0.09% | 36 | +83,041 | 11.38% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 805,505 | 21,088 | 0.0% | 0.0% | 37 | +373,961 | 86.66% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 769,632 | 20,148 | 1.0% | 1.37% | 38 | -182,479 | -19.17% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 757,948 | 19,843 | 0.91% | 0.92% | 39 | +79,424 | 11.71% | Q2 2026 | Jul 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 753,630 | 19,730 | 0.22% | 0.24% | 40 | +20,571 | 2.81% | Q2 2026 | Jul 29, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 712,718 | 18,658 | 5.78% | 5.87% | 41 | +51,941 | 7.86% | Q2 2026 | Jul 27, 2026 |
| American Financial Advisors, LLC | History | Added to | 701,386 | 18,362 | 2.21% | 2.42% | 42 | +9,881 | 1.43% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Added to | 700,207 | 18,331 | 0.02% | 0.02% | 43 | +131,114 | 23.04% | Q2 2026 | Aug 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 671,881 | 17,589 | 2.0% | 2.42% | 44 | -30,255 | -4.31% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 666,929 | 17,460 | 0.08% | 0.07% | 45 | +69,335 | 11.6% | Q2 2026 | Jul 27, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 658,570 | 17,241 | 5.94% | 5.76% | 46 | +155,826 | 31.0% | Q2 2026 | Jul 07, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 623,439 | 16,321 | 2.49% | 2.46% | 47 | +61,154 | 10.88% | Q2 2026 | Jul 21, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 582,238 | 15,242 | 4.48% | 4.61% | 48 | +51,496 | 9.7% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 552,406 | 14,462 | 0.07% | 0.07% | 49 | +17,017 | 3.18% | Q2 2026 | Aug 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 489,323 | 12,810 | 2.42% | 2.71% | 50 | +30,665 | 6.69% | Q2 2026 | Jul 31, 2026 |
| Visionary Wealth Advisors | History | Added to | 487,994 | 12,775 | 0.5% | 0.55% | 51 | +11,976 | 2.52% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 480,977 | 12,592 | 0.02% | 0.02% | 52 | +197,248 | 69.52% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 462,523 | 12,108 | 0.04% | 0.05% | 53 | -15,249 | -3.19% | Q2 2026 | Jul 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 450,459 | 11,793 | 0.79% | 0.7% | 54 | +188,891 | 72.21% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 430,389 | 11,194 | 0.83% | 0.82% | 55 | +33,543 | 8.45% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 427,246 | 11,185 | 0.15% | 0.14% | 56 | +73,445 | 20.76% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 422,672 | 11,065 | 0.17% | — | 57 | +422,672 | New | Q2 2026 | Aug 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 370,532 | 9,700 | 2.26% | 2.34% | 58 | +30,641 | 9.01% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 345,851 | 9,095 | 0.3% | 0.33% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | Added to | 334,948 | 8,769 | 1.1% | 0.99% | 60 | +85,210 | 34.12% | Q2 2026 | Jul 23, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 333,242 | 8,724 | 0.12% | 0.11% | 61 | +75,239 | 29.16% | Q2 2026 | Aug 12, 2026 |
| COFG Advisors, LLC | History | Added to | 318,674 | 8,342 | 1.44% | 0.95% | 62 | +172,463 | 117.95% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 315,605 | 8,262 | 1.0% | 1.04% | 63 | +30,671 | 10.76% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 311,252 | 8,148 | 0.1% | 0.13% | 64 | -54,419 | -14.88% | Q2 2026 | Aug 18, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 311,032 | 8,142 | 4.45% | 4.65% | 65 | +49,125 | 18.76% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 305,149 | 7,988 | 0.01% | 0.01% | 66 | +85,730 | 39.07% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 295,352 | 7,732 | 1.2% | 1.44% | 67 | +19,782 | 7.18% | Q2 2026 | Aug 10, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 287,324 | 7,522 | 3.69% | 3.51% | 68 | +23,275 | 8.81% | Q2 2026 | Jul 16, 2026 |
| Freedom Financial Partners LLC | History | Added to | 271,557 | 7,109 | 2.32% | 2.49% | 69 | +5,213 | 1.96% | Q2 2026 | Aug 06, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 244,250 | 6,394 | 3.51% | 1.9% | 70 | +120,319 | 97.09% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 227,177 | 5,947 | 0.0% | 0.0% | 71 | -55,709 | -19.69% | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 226,171 | 5,921 | 0.04% | 0.03% | 72 | +63,888 | 39.37% | Q2 2026 | Aug 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 221,425 | 5,796 | 0.07% | 0.09% | 73 | +6,105 | 2.84% | Q2 2026 | Jul 22, 2026 |
| Sunpointe, LLC | History | Reduced | 220,778 | 5,779 | 1.64% | 1.93% | 74 | -3,321 | -1.48% | Q2 2026 | Jul 24, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 221,717 | 5,753 | 2.53% | 2.95% | 75 | -1,234 | -0.55% | Q2 2026 | Jul 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 203,803 | 5,335 | 2.16% | 0.63% | 76 | +151,042 | 286.28% | Q2 2026 | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 203,488 | 5,327 | 0.05% | 0.05% | 77 | +14,761 | 7.82% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 201,569 | 5,277 | 0.01% | 0.01% | 78 | -216,758 | -51.82% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 199,801 | 5,230 | 0.0% | 0.0% | 79 | -16,637 | -7.69% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 198,621 | 5,199 | 0.05% | 0.06% | 80 | +13,502 | 7.29% | Q2 2026 | Aug 11, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 191,521 | 5,012 | 4.23% | 5.39% | 81 | -2,112 | -1.09% | Q2 2026 | Jul 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 184,137 | 4,820 | 0.05% | 0.05% | 82 | +19,737 | 12.01% | Q2 2026 | Jul 27, 2026 |
| Vigil Wealth Management, LLC | History | Reduced | 183,244 | 4,797 | 3.42% | 4.07% | 83 | -8,615 | -4.49% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Services, LLC | History | Added to | 180,534 | 4,726 | 2.84% | 3.12% | 84 | +3,813 | 2.16% | Q2 2026 | Jul 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 170,096 | 4,453 | 0.01% | 0.0% | 85 | +82,295 | 93.73% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 162,537 | 4,255 | 0.08% | 0.09% | 86 | -13,562 | -7.7% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 162,034 | 4,242 | 0.03% | 0.03% | 87 | +32,226 | 24.83% | Q2 2026 | Sep 08, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 158,933 | 4,160 | 0.25% | 0.27% | 88 | -107,866 | -40.43% | Q2 2026 | Aug 04, 2026 |
| InTrack Investment Management Inc | History | Added to | 157,103 | 4,112 | 2.04% | 2.04% | 89 | +20,469 | 14.98% | Q2 2026 | Jul 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 156,810 | 4,105 | 1.0% | 1.11% | 90 | +9,551 | 6.49% | Q2 2026 | Aug 14, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 155,950 | 4,082 | 2.75% | 0.72% | 91 | +121,071 | 347.12% | Q2 2026 | Jul 13, 2026 |
| ASSETMARK, INC | History | Added to | 152,149 | 3,983 | 0.01% | 0.0% | 92 | +61,838 | 68.47% | Q2 2026 | Jul 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 152,088 | 3,981 | 0.05% | 0.08% | 93 | +8,015 | 5.56% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 149,904 | 3,942 | 0.0% | 0.0% | 94 | +2,212 | 1.5% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 149,984 | 3,926 | 0.0% | 0.0% | 95 | +141,551 | 1678.54% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 142,995 | 3,743 | 0.14% | 0.17% | 96 | +17,019 | 13.51% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 141,048 | 3,692 | 0.07% | 0.06% | 97 | +34,324 | 32.16% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 138,294 | 3,620 | 0.1% | 0.11% | 98 | +416 | 0.3% | Q2 2026 | Jul 07, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 136,645 | 3,577 | 1.13% | 0.87% | 99 | +46,288 | 51.23% | Q2 2026 | Aug 07, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 135,719 | 3,553 | 0.24% | 0.22% | 100 | -427 | -0.31% | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 134,619 | 3,524 | 0.02% | 0.02% | 101 | +16,455 | 13.93% | Q2 2026 | Jul 20, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 128,828 | 3,372 | 1.55% | 1.97% | 102 | -235 | -0.18% | Q2 2026 | Jul 15, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 128,679 | 3,368 | 0.12% | 0.14% | 103 | +4,047 | 3.25% | Q2 2026 | Aug 05, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | New | 120,300 | 3,149 | 1.61% | — | 104 | +120,300 | New | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | Reduced | 120,272 | 3,148 | 0.1% | 0.14% | 105 | -15,097 | -11.15% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 119,575 | 3,130 | 0.09% | 0.07% | 106 | +35,150 | 41.63% | Q2 2026 | Jul 27, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 118,628 | 3,105 | 0.1% | 0.15% | 107 | -27,649 | -18.9% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 113,678 | 2,976 | 0.05% | 0.06% | 108 | -14,535 | -11.34% | Q2 2026 | Aug 10, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 111,881 | 2,929 | 1.24% | 2.04% | 109 | +13,480 | 13.7% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 109,131 | 2,857 | 0.0% | 0.0% | 110 | -2,749 | -2.46% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | Added to | 109,008 | 2,853 | 0.05% | 0.06% | 111 | +5,875 | 5.7% | Q2 2026 | Aug 14, 2026 |
| LongView Wealth Management | History | Added to | 107,307 | 2,809 | 0.72% | 0.64% | 112 | +11,305 | 11.78% | Q2 2026 | Jul 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 107,277 | 2,808 | 0.89% | 0.87% | 113 | +16,514 | 18.19% | Q2 2026 | Jul 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 106,341 | 2,784 | 0.04% | 0.04% | 114 | +17,995 | 20.37% | Q2 2026 | Jul 15, 2026 |
| United Advisor Group, LLC | History | Added to | 105,415 | 2,759 | 0.29% | 0.32% | 115 | +5,223 | 5.21% | Q2 2026 | Jul 29, 2026 |
| Berger Financial Group, Inc | History | Added to | 104,974 | 2,748 | 0.14% | 0.15% | 116 | +4,544 | 4.52% | Q2 2026 | Aug 04, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 103,408 | 2,707 | 0.68% | 1.16% | 117 | +14,223 | 15.95% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | Added to | 99,857 | 2,622 | 0.04% | 0.04% | 118 | +464 | 0.47% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | New | 96,486 | 2,526 | 0.05% | — | 119 | +96,486 | New | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 95,306 | 2,495 | 0.02% | 0.0% | 120 | +94,938 | 25798.37% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 94,536 | 2,474 | 0.02% | 0.02% | 121 | +22,773 | 31.73% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | Added to | 93,886 | 2,457 | 0.31% | 0.34% | 122 | +4,609 | 5.16% | Q2 2026 | Jul 24, 2026 |
| Saiph Capital, LLC | History | Added to | 92,219 | 2,414 | 0.72% | 0.87% | 123 | +4,513 | 5.15% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 90,919 | 2,380 | 0.04% | 0.05% | 124 | -1,521 | -1.65% | Q2 2026 | Jul 15, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 88,572 | 2,318 | 0.49% | — | 125 | +88,572 | New | Q2 2026 | Jul 23, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 86,009 | 2,251 | 0.53% | 0.5% | 126 | +16,636 | 23.98% | Q2 2026 | Aug 13, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 83,217 | 2,178 | 0.77% | 0.95% | 127 | -7,893 | -8.66% | Q2 2026 | Jul 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 81,832 | 2,142 | 0.07% | 0.09% | 128 | -17,000 | -17.2% | Q2 2026 | Aug 05, 2026 |
| Capital Planning Advisors, LLC | History | No change | 80,713 | 2,119 | 0.31% | 0.31% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 80,785 | 2,114 | 0.58% | 0.64% | 130 | +4,540 | 5.95% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 80,292 | 2,102 | 0.03% | 0.14% | 131 | -207,124 | -72.06% | Q2 2026 | Jul 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 77,995 | 2,041 | 0.49% | 0.59% | 132 | +9,050 | 13.13% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 77,003 | 2,015 | 0.07% | — | 133 | +77,003 | New | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | New | 76,446 | 2,001 | 0.0% | — | 134 | +76,446 | New | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 74,989 | 1,969 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 72,462 | 1,897 | 0.42% | 0.48% | 136 | +1,548 | 2.18% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 67,856 | 1,776 | 0.04% | 0.05% | 137 | +22,496 | 49.59% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | New | 64,635 | 1,692 | 1.5% | — | 138 | +64,635 | New | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | New | 64,559 | 1,674 | 0.03% | — | 140 | +64,559 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 64,559 | 1,674 | 0.03% | 0.03% | 139 | -1,378 | -2.09% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 61,038 | 1,597 | 0.01% | 0.01% | 141 | +20,608 | 50.97% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 56,493 | 1,478 | 0.02% | 0.02% | 142 | -2,716 | -4.59% | Q2 2026 | Jul 28, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 56,257 | 1,472 | 1.18% | 1.17% | 143 | +72 | 0.13% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 55,971 | 1,465 | 0.01% | 0.01% | 144 | +20,701 | 58.69% | Q2 2026 | Jul 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 54,646 | 1,431 | 0.06% | 0.02% | 145 | +27,609 | 102.12% | Q2 2026 | Aug 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 54,084 | 1,415 | 0.19% | 0.25% | 146 | -9,654 | -15.15% | Q2 2026 | Aug 12, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 53,855 | 1,409 | 0.44% | 0.51% | 147 | +1,636 | 3.13% | Q2 2026 | Jul 28, 2026 |
| Bill Few Associates, Inc. | History | Added to | 52,769 | 1,381 | 0.29% | 0.31% | 148 | +3,093 | 6.23% | Q2 2026 | Jul 07, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 52,242 | 1,367 | 0.11% | 0.14% | 149 | -807 | -1.52% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 52,242 | 1,367 | 0.15% | 0.21% | 150 | -807 | -1.52% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 50,146 | 1,316 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sun Financial Inc | History | Added to | 50,915 | 1,314 | 0.62% | 0.66% | 152 | +909 | 1.82% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 49,717 | 1,301 | 0.09% | 0.09% | 153 | +8,075 | 19.39% | Q2 2026 | Aug 14, 2026 |
| Pines Wealth Management, LLC | History | Added to | 45,680 | 1,195 | 0.34% | 0.39% | 154 | +98 | 0.21% | Q2 2026 | Jul 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 44,900 | 1,175 | 0.0% | 0.0% | 155 | +23,100 | 105.96% | Q2 2026 | Aug 13, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 44,635 | 1,168 | 0.14% | 0.19% | 156 | -7,789 | -14.86% | Q2 2026 | Jul 17, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 44,545 | 1,166 | 0.28% | 0.38% | 157 | -7,282 | -14.05% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,122 | 1,155 | 0.0% | 0.0% | 158 | +9,013 | 25.67% | Q2 2026 | Aug 05, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 42,606 | 1,115 | 0.91% | 0.77% | 159 | +12,178 | 40.02% | Q2 2026 | Aug 06, 2026 |
| Alchemi Wealth, LLC | History | Added to | 42,021 | 1,100 | 0.52% | 0.54% | 160 | +5,049 | 13.66% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 39,428 | 1,032 | 0.04% | 0.05% | 161 | -1,915 | -4.63% | Q2 2026 | Jul 22, 2026 |
| Merited Wealth, LLC | History | Reduced | 39,236 | 1,027 | 0.73% | 2.16% | 162 | -59,794 | -60.38% | Q2 2026 | Aug 14, 2026 |
| Michael Brady & Co., LLC | History | New | 37,943 | 993 | 0.88% | — | 163 | +37,943 | New | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 36,518 | 956 | 0.01% | 0.01% | 164 | +344 | 0.95% | Q2 2026 | Aug 06, 2026 |
| Capital Management Associates, Inc | History | Added to | 36,252 | 949 | 0.19% | 0.21% | 165 | +360 | 1.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 36,190 | 947 | 0.0% | 0.0% | 166 | +18,630 | 106.09% | Q2 2026 | Aug 06, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 33,328 | 872 | 0.22% | 0.26% | 167 | -232 | -0.69% | Q2 2026 | Jul 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 31,965 | 836 | 0.04% | 0.04% | 168 | +3,131 | 10.86% | Q2 2026 | Jul 31, 2026 |
| MSH Capital Advisors LLC | History | Added to | 31,611 | 827 | 0.14% | 0.17% | 169 | +1,641 | 5.48% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Group | History | Added to | 31,343 | 820 | 0.05% | 0.05% | 170 | +1,320 | 4.4% | Q2 2026 | Jul 29, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 30,771 | 805 | 0.16% | 0.16% | 171 | +3,488 | 12.78% | Q2 2026 | Jul 22, 2026 |
| Financial Perspectives, Inc | History | Added to | 30,233 | 791 | 0.19% | 0.16% | 172 | +8,289 | 37.77% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | Added to | 29,521 | 772 | 0.04% | 0.03% | 173 | +2,765 | 10.33% | Q2 2026 | Jul 16, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 29,154 | 763 | 0.46% | 0.47% | 174 | +5,580 | 23.67% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,052 | 760 | 0.01% | 0.01% | 175 | +6,020 | 26.14% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Added to | 28,697 | 752 | 0.02% | 0.01% | 176 | +14,653 | 104.34% | Q2 2026 | Aug 05, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 28,322 | 741 | 0.34% | 0.35% | 177 | +2,041 | 7.77% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | Added to | 27,300 | 714 | 0.02% | 0.02% | 178 | +871 | 3.3% | Q2 2026 | Aug 07, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 27,241 | 713 | 0.41% | 0.44% | 179 | +326 | 1.21% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 26,647 | 697 | 0.01% | 0.01% | 180 | +7,880 | 41.99% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 26,233 | 686 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 25,982 | 680 | 0.04% | 0.04% | 182 | +1,027 | 4.12% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | New | 25,709 | 666 | 0.0% | — | 183 | +25,709 | New | Q2 2026 | Aug 10, 2026 |
| Aspire Growth Partners LLC | History | Added to | 25,070 | 656 | 0.38% | 0.25% | 184 | +11,197 | 80.71% | Q2 2026 | Jul 29, 2026 |
| Carson Advisory Inc. | History | Added to | 24,076 | 630 | 0.29% | 0.25% | 185 | +5,468 | 29.39% | Q2 2026 | Aug 11, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 23,950 | 627 | 0.48% | 0.52% | 186 | +877 | 3.8% | Q2 2026 | Aug 03, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 23,316 | 612 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 23,220 | 607 | 0.01% | 0.01% | 188 | +3,235 | 16.19% | Q2 2026 | Aug 03, 2026 |
| Security Financial Services, INC. | History | Added to | 23,118 | 605 | 0.08% | 0.07% | 189 | +6,467 | 38.84% | Q2 2026 | Jul 15, 2026 |
| Clearwave Capital, LLC | History | Reduced | 21,570 | 564 | 0.31% | 0.41% | 190 | -1,205 | -5.29% | Q2 2026 | Jul 17, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 20,618 | 539 | 0.03% | 0.04% | 191 | -4,500 | -17.92% | Q2 2026 | Jul 28, 2026 |
| Freestate Advisors LLC | History | Added to | 20,399 | 534 | 0.4% | 0.43% | 192 | +26 | 0.13% | Q2 2026 | Jul 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 17,278 | 452 | 0.01% | 0.02% | 193 | -7,387 | -29.95% | Q2 2026 | Aug 07, 2026 |
| VICUS CAPITAL | History | Added to | 16,826 | 440 | 0.03% | 0.03% | 194 | +3,743 | 28.61% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | New | 16,750 | 438 | 0.0% | — | 195 | +16,750 | New | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Added to | 16,111 | 421 | 0.0% | 0.0% | 196 | +5,340 | 49.58% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 16,030 | 419 | 0.01% | 0.01% | 197 | +101 | 0.63% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 15,695 | 410 | 0.03% | 0.04% | 198 | -260 | -1.63% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | New | 15,578 | 407 | 0.0% | — | 199 | +15,578 | New | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,480 | 405 | 0.01% | 0.01% | 200 | +44 | 0.29% | Q2 2026 | Jul 31, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 15,404 | 404 | 0.27% | 0.27% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 15,180 | 397 | 0.12% | 0.12% | 202 | +1,765 | 13.16% | Q2 2026 | Jul 09, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 15,155 | 396 | 0.05% | 0.05% | 203 | +575 | 3.94% | Q2 2026 | Jul 23, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 14,865 | 389 | 0.11% | 0.14% | 204 | -1,394 | -8.57% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,520 | 380 | 0.0% | 0.0% | 205 | -1,998 | -12.1% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | Reduced | 13,968 | 366 | 0.02% | 0.02% | 206 | -165 | -1.17% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | New | 13,882 | 363 | 0.0% | — | 207 | +13,882 | New | Q2 2026 | Aug 14, 2026 |
| William Mack & Associates, Inc. | History | Added to | 13,782 | 360 | 0.13% | 0.19% | 209 | +979 | 7.65% | Q2 2026 | Jul 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 13,780 | 360 | 0.03% | 0.03% | 208 | +407 | 3.04% | Q2 2026 | Aug 14, 2026 |
| Vantus Wealth LLC | History | New | 13,700 | 358 | 0.19% | — | 210 | +13,700 | New | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,561 | 355 | 0.02% | 0.02% | 211 | +788 | 6.17% | Q2 2026 | Jul 28, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 13,559 | 354 | 0.01% | 0.06% | 212 | -49,719 | -78.57% | Q2 2026 | Jul 22, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 12,801 | 335 | 0.25% | 6.37% | 213 | -243,063 | -95.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | New | 12,220 | 319 | 0.0% | — | 214 | +12,220 | New | Q2 2026 | Aug 12, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | New | 11,950 | 312 | 0.23% | — | 215 | +11,950 | New | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 11,794 | 308 | 0.0% | 0.0% | 216 | +1,473 | 14.27% | Q2 2026 | Aug 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 11,490 | 300 | 0.05% | — | 217 | +11,490 | New | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 11,426 | 299 | 0.0% | 0.0% | 218 | +383 | 3.47% | Q2 2026 | Jul 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,304 | 295 | 0.02% | 0.02% | 219 | +2,736 | 31.93% | Q2 2026 | Aug 07, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 11,004 | 288 | 0.08% | 0.09% | 220 | +109 | 1.0% | Q2 2026 | Jul 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,893 | 285 | 0.01% | 0.01% | 221 | -883 | -7.5% | Q2 2026 | Aug 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 10,858 | 284 | 0.07% | 0.09% | 222 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Facet Wealth, Inc. | History | New | 10,812 | 283 | 0.0% | — | 223 | +10,812 | New | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,661 | 279 | 0.01% | 0.01% | 224 | +663 | 6.63% | Q2 2026 | Jul 09, 2026 |
| Trilogy Capital Inc. | History | Reduced | 10,410 | 272 | 0.01% | 0.01% | 225 | -2,252 | -17.79% | Q2 2026 | Jul 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,045 | 263 | 0.01% | 0.01% | 226 | -511 | -4.84% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | New | 10,017 | 262 | 0.01% | — | 227 | +10,017 | New | Q2 2026 | Aug 06, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 9,968 | 260 | 0.04% | 0.05% | 228 | -1,179 | -10.58% | Q2 2026 | Aug 12, 2026 |
| Orca Wealth Management, LLC | History | No change | 9,766 | 255 | 0.15% | 0.18% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| K2 Financial Inc. | History | Added to | 9,655 | 252 | 0.18% | 0.18% | 230 | +216 | 2.29% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,340 | 244 | 0.01% | 0.01% | 231 | +8 | 0.09% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 9,197 | 240 | 0.0% | — | 232 | +9,197 | New | Q2 2026 | Jul 21, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 9,066 | 237 | 0.03% | 0.04% | 233 | -1,122 | -11.01% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | No change | 8,878 | 232 | 0.02% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,626 | 225 | 0.0% | 0.0% | 235 | -4,100 | -32.22% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,579 | 224 | 0.0% | 0.0% | 236 | +2,729 | 46.65% | Q2 2026 | Aug 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 8,438 | 220 | 0.02% | 0.02% | 237 | +118 | 1.42% | Q2 2026 | Jul 28, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 8,394 | 219 | 0.03% | 0.03% | 238 | +87 | 1.05% | Q2 2026 | Aug 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 8,131 | 212 | 0.01% | 0.02% | 239 | -828 | -9.24% | Q2 2026 | Jul 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,084 | 211 | 0.02% | 0.03% | 240 | +302 | 3.88% | Q2 2026 | Jul 31, 2026 |
| Tidemark, LLC | History | New | 7,538 | 197 | 0.04% | — | 241 | +7,538 | New | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | New | 6,721 | 175 | 0.0% | — | 242 | +6,721 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 5,622 | 147 | 0.06% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 5,603 | 146 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,300 | 138 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 5,198 | 136 | 0.03% | — | 246 | +5,198 | New | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,166 | 135 | 0.0% | 0.0% | 247 | -1,839 | -26.25% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Co / SC | History | Added to | 4,509 | 118 | 0.01% | 0.01% | 248 | +2,134 | 89.85% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,483 | 117 | 0.0% | 0.0% | 249 | -1,097 | -19.66% | Q2 2026 | Jul 20, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,169 | 109 | 0.03% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 3,560 | 93 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,833 | 74 | 0.06% | 0.06% | 252 | +73 | 2.64% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,053 | 53 | 0.0% | 0.0% | 253 | +1,473 | 253.97% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,000 | 52 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,847 | 48 | 0.0% | 0.0% | 255 | +1,721 | 1365.87% | Q2 2026 | Aug 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,636 | 42 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 1,207 | 31 | 0.0% | — | 257 | +1,207 | New | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,167 | 30 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 976 | 25 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Golden State Wealth Management, LLC | History | New | 750 | 19 | 0.0% | — | 260 | +750 | New | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | Reduced | 514 | 13 | 0.0% | 0.0% | 261 | -2,852 | -84.73% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 287 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 207 | 5 | 0.0% | — | 263 | +207 | New | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 89 | 2 | 0.0% | — | 266 | +89 | New | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.26% | — | -918,362 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -82,220 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -69,905 | -100.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,623 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Swisher Financial Concepts, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -7,744 | -100.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,802 | -100.0% | Q2 2026 | Aug 03, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.02% | — | -1,419 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,316 | -100.0% | Q2 2026 | Aug 04, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,016 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CrossGen Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -829 | -100.0% | Q2 2026 | Jul 24, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -602 | -100.0% | Q2 2026 | Jul 21, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.01% | — | -440 | -100.0% | Q2 2026 | Jul 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 15 | 0 | — | — | — | +6 | 66.67% | Q2 2026 | Jul 21, 2026 |