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 | No change | 41,788,400 | 1,094,020 | 0.23% | 0.23% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 32,832,622 | 859,558 | 0.19% | 0.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 9,125,699 | 238,910 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,721,547 | 202,150 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,744,786 | 176,578 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,591,203 | 172,557 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,616,548 | 147,041 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 4,511,435 | 118,109 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,437,616 | 116,176 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 3,251,177 | 85,115 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,040,699 | 79,603 | 0.73% | 0.73% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,610,343 | 68,341 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 2,618,848 | 65,418 | 7.14% | 6.89% | 13 | +261,357 | 11.09% | Q3 2026 | Oct 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,171,812 | 56,858 | 0.6% | 0.6% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 2,145,383 | 56,166 | 0.34% | 0.34% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,041,893 | 53,456 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,874,283 | 49,069 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,855,770 | 46,357 | 0.1% | 0.11% | 18 | +90,964 | 5.15% | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | Added to | 1,824,415 | 45,573 | 1.11% | 1.15% | 19 | +158,060 | 9.49% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,646,144 | 43,408 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,556,633 | 40,752 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,527,732 | 39,996 | 0.12% | 0.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 1,297,322 | 33,665 | 1.76% | 1.76% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 1,252,883 | 31,297 | 2.92% | 3.12% | 24 | -46,241 | -3.56% | Q3 2026 | Oct 28, 2026 |
| Compton Financial Group, LLC | History | No change | 1,137,925 | 29,790 | 5.74% | 5.74% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 1,129,480 | 29,569 | 2.39% | 2.39% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,122,974 | 28,051 | 4.42% | 4.87% | 27 | -37,873 | -3.26% | Q3 2026 | Oct 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,060,685 | 27,768 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 1,103,427 | 27,563 | 5.03% | 8.27% | 29 | -521,379 | -32.09% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,023,743 | 25,573 | 0.03% | 0.03% | 30 | -24,598 | -2.35% | Q3 2026 | Nov 02, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 1,008,631 | 25,195 | 2.39% | 2.34% | 31 | +88,551 | 9.62% | Q3 2026 | Nov 02, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 945,111 | 23,608 | 2.67% | 2.0% | 32 | +273,230 | 40.67% | Q3 2026 | Oct 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 936,462 | 23,477 | 0.03% | 0.04% | 33 | -39,775 | -4.07% | Q3 2026 | Oct 13, 2026 |
| BIP Wealth, LLC | History | Added to | 898,932 | 22,455 | 0.61% | 0.63% | 34 | +48,692 | 5.73% | Q3 2026 | Oct 22, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 836,040 | 21,887 | 10.35% | 10.35% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 813,055 | 21,332 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 805,505 | 21,088 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 829,001 | 20,708 | 0.11% | 0.13% | 38 | -94,545 | -10.24% | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 800,434 | 20,114 | 0.91% | 0.91% | 39 | +42,486 | 5.61% | Q3 2026 | Oct 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 753,630 | 19,730 | 0.22% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Financial Advisors, LLC | History | No change | 701,386 | 18,362 | 2.21% | 2.21% | 41 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | No change | 700,207 | 18,331 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 732,009 | 18,285 | 0.83% | 1.0% | 43 | -37,623 | -4.89% | Q3 2026 | Oct 28, 2026 |
| Private Advisor Group, LLC | History | No change | 666,929 | 17,460 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 658,570 | 17,241 | 5.94% | 5.94% | 45 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 634,674 | 15,854 | 0.26% | 0.01% | 46 | +619,194 | 3999.96% | Q3 2026 | Oct 28, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 628,981 | 15,711 | 2.39% | 2.49% | 47 | +5,542 | 0.89% | Q3 2026 | Oct 20, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 610,505 | 15,250 | 4.47% | 4.48% | 48 | +28,267 | 4.85% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 552,406 | 14,462 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 525,555 | 13,128 | 0.04% | 0.04% | 50 | +63,032 | 13.63% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 480,977 | 12,592 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 501,882 | 12,537 | 0.49% | 0.5% | 52 | +13,888 | 2.85% | Q3 2026 | Nov 04, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 484,542 | 12,080 | 2.18% | 2.42% | 53 | -4,781 | -0.98% | Q3 2026 | Nov 03, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 450,459 | 11,793 | 0.79% | 0.79% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 441,807 | 11,248 | 0.77% | 0.83% | 55 | +11,418 | 2.65% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 427,246 | 11,185 | 0.15% | 0.15% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 422,672 | 11,065 | 0.17% | 0.17% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 427,744 | 10,685 | 0.27% | 0.01% | 58 | +410,466 | 2375.66% | Q3 2026 | Oct 29, 2026 |
| KWB Wealth | History | New | 401,603 | 10,032 | 0.86% | — | 59 | +401,603 | New | Q3 2026 | Oct 16, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 380,027 | 9,493 | 2.22% | 2.26% | 60 | +9,495 | 2.56% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 345,851 | 9,095 | 0.3% | 0.3% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 333,242 | 8,724 | 0.12% | 0.12% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | Added to | 338,865 | 8,465 | 1.95% | 1.1% | 63 | +3,917 | 1.17% | Q3 2026 | Oct 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 337,458 | 8,429 | 0.1% | 0.07% | 64 | +116,033 | 52.4% | Q3 2026 | Oct 23, 2026 |
| COFG Advisors, LLC | History | No change | 318,674 | 8,342 | 1.44% | 1.44% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 332,106 | 8,296 | 0.06% | 0.01% | 66 | +276,135 | 493.35% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 311,252 | 8,148 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 311,032 | 8,142 | 4.45% | 4.45% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 305,149 | 7,988 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 297,006 | 7,419 | 0.01% | 0.01% | 70 | +95,437 | 47.35% | Q3 2026 | Oct 30, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 288,575 | 7,208 | 3.52% | 3.69% | 71 | +1,251 | 0.44% | Q3 2026 | Oct 14, 2026 |
| Freedom Financial Partners LLC | History | Added to | 278,971 | 6,968 | 2.28% | 2.32% | 72 | +7,414 | 2.73% | Q3 2026 | Oct 19, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 244,250 | 6,394 | 3.51% | 3.51% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 227,177 | 5,947 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 226,171 | 5,921 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sunpointe, LLC | History | Added to | 233,761 | 5,839 | 1.78% | 1.64% | 76 | +12,983 | 5.88% | Q3 2026 | Oct 22, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 233,482 | 5,832 | 0.69% | 1.0% | 77 | -82,123 | -26.02% | Q3 2026 | Nov 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 232,063 | 5,796 | 0.04% | 0.05% | 78 | +28,575 | 14.04% | Q3 2026 | Oct 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 229,404 | 5,730 | 0.06% | 0.05% | 79 | +45,267 | 24.58% | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | Added to | 225,861 | 5,642 | 0.01% | 0.01% | 80 | +73,712 | 48.45% | Q3 2026 | Oct 21, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 217,699 | 5,438 | 2.38% | 2.53% | 81 | -4,018 | -1.81% | Q3 2026 | Oct 16, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 203,803 | 5,335 | 2.16% | 2.16% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strid Group, LLC | History | New | 213,440 | 5,331 | 0.58% | — | 83 | +213,440 | New | Q3 2026 | Oct 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 199,801 | 5,230 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 208,256 | 5,202 | 0.72% | 1.2% | 85 | -87,096 | -29.49% | Q3 2026 | Nov 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 198,621 | 5,199 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vigil Wealth Management, LLC | History | No change | 183,244 | 4,797 | 3.42% | 3.42% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 191,860 | 4,792 | 3.84% | 4.23% | 88 | +339 | 0.18% | Q3 2026 | Oct 23, 2026 |
| Keystone Financial Services, LLC | History | No change | 180,534 | 4,726 | 2.84% | 2.84% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 170,096 | 4,453 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 175,869 | 4,393 | 2.88% | 2.75% | 91 | +19,919 | 12.77% | Q3 2026 | Oct 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 171,534 | 4,284 | 0.07% | 0.05% | 92 | +19,446 | 12.79% | Q3 2026 | Oct 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 170,815 | 4,266 | 1.03% | 1.0% | 93 | +14,005 | 8.93% | Q3 2026 | Nov 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 162,034 | 4,242 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 158,933 | 4,160 | 0.25% | 0.25% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| InTrack Investment Management Inc | History | Added to | 162,156 | 4,050 | 1.96% | 2.04% | 96 | +5,053 | 3.22% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 149,904 | 3,942 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 149,984 | 3,926 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copper Harbor Investment Advisors, LLC | History | Added to | 154,454 | 3,858 | 0.79% | 0.49% | 99 | +65,882 | 74.38% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 142,995 | 3,743 | 0.14% | 0.14% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 149,210 | 3,727 | 0.07% | 0.08% | 101 | -13,327 | -8.2% | Q3 2026 | Oct 13, 2026 |
| Mutual Advisors, LLC | History | No change | 141,048 | 3,692 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 136,645 | 3,577 | 1.13% | 1.13% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 134,619 | 3,524 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 139,232 | 3,478 | 0.26% | 0.24% | 105 | +3,513 | 2.59% | Q3 2026 | Oct 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 136,650 | 3,413 | 0.09% | 0.09% | 106 | +17,075 | 14.28% | Q3 2026 | Oct 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 128,679 | 3,368 | 0.12% | 0.12% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Saxony Capital Management, LLC | History | Added to | 134,673 | 3,364 | 1.41% | 1.55% | 108 | +5,845 | 4.54% | Q3 2026 | Oct 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 132,420 | 3,307 | 0.09% | 0.1% | 109 | -5,874 | -4.25% | Q3 2026 | Oct 13, 2026 |
| Western Wealth Management, LLC | History | No change | 120,272 | 3,148 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 118,628 | 3,105 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Reduced | 120,217 | 3,003 | 1.55% | 1.61% | 112 | -83 | -0.07% | Q3 2026 | Oct 19, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 113,678 | 2,976 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 117,096 | 2,925 | 0.89% | 0.89% | 114 | +9,819 | 9.15% | Q3 2026 | Oct 19, 2026 |
| LongView Wealth Management | History | Added to | 114,817 | 2,868 | 0.69% | 0.72% | 115 | +7,510 | 7.0% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 109,131 | 2,857 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 109,008 | 2,853 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 104,974 | 2,748 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Advisor Group, LLC | History | Added to | 106,070 | 2,649 | 0.25% | 0.29% | 119 | +655 | 0.62% | Q3 2026 | Nov 02, 2026 |
| World Investment Advisors | History | No change | 99,857 | 2,622 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 101,598 | 2,585 | 0.03% | 0.04% | 121 | -4,743 | -4.46% | Q3 2026 | Nov 04, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 96,486 | 2,526 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KPP Advisory Services LLC | History | Added to | 100,700 | 2,515 | 0.42% | 0.31% | 123 | +6,814 | 7.26% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 95,306 | 2,495 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 94,536 | 2,474 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saiph Capital, LLC | History | No change | 92,219 | 2,414 | 0.72% | 0.72% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 93,309 | 2,330 | 0.78% | 0.77% | 127 | +10,092 | 12.13% | Q3 2026 | Oct 14, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 90,618 | 2,263 | 0.56% | 0.68% | 128 | -12,790 | -12.37% | Q3 2026 | Oct 28, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 86,009 | 2,251 | 0.53% | 0.53% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 87,159 | 2,177 | 0.04% | 0.04% | 130 | -3,760 | -4.14% | Q3 2026 | Oct 13, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 85,418 | 2,133 | 0.79% | 1.24% | 131 | -26,463 | -23.65% | Q3 2026 | Oct 15, 2026 |
| Hopwood Nicholas Hunter | History | No change | 80,785 | 2,114 | 0.58% | 0.58% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 81,832 | 2,044 | 0.06% | 0.07% | 133 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Synergy Investment Management, LLC | History | No change | 77,995 | 2,041 | 0.49% | 0.49% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 77,003 | 2,015 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 76,446 | 2,001 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 77,201 | 1,928 | 0.02% | 0.02% | 137 | +20,708 | 36.66% | Q3 2026 | Oct 30, 2026 |
| Bill Few Associates, Inc. | History | Added to | 75,647 | 1,889 | 0.39% | 0.29% | 138 | +22,878 | 43.36% | Q3 2026 | Oct 09, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 72,795 | 1,818 | 0.4% | 0.42% | 139 | +333 | 0.46% | Q3 2026 | Oct 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 71,272 | 1,780 | 0.0% | 0.0% | 140 | +35,082 | 96.94% | Q3 2026 | Nov 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 67,856 | 1,776 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 65,798 | 1,662 | 0.02% | 0.03% | 142 | +1,239 | 1.92% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 65,798 | 1,662 | 0.02% | 0.03% | 143 | +1,239 | 1.92% | Q3 2026 | Oct 20, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 66,211 | 1,653 | 1.23% | 0.91% | 144 | +23,605 | 55.4% | Q3 2026 | Nov 02, 2026 |
| AA Financial Advisors, LLC | History | Added to | 64,052 | 1,600 | 0.19% | 0.14% | 145 | +19,417 | 43.5% | Q3 2026 | Oct 19, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 61,038 | 1,597 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 56,257 | 1,472 | 1.18% | 1.18% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 57,718 | 1,441 | 0.12% | 0.11% | 148 | +5,476 | 10.48% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 57,718 | 1,441 | 0.15% | 0.15% | 149 | +5,476 | 10.48% | Q3 2026 | Oct 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 54,646 | 1,431 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 53,888 | 1,346 | 0.0% | 0.0% | 151 | +9,766 | 22.13% | Q3 2026 | Nov 05, 2026 |
| Savant Capital, LLC | History | Added to | 52,832 | 1,319 | 0.0% | 0.0% | 152 | +27,123 | 105.5% | Q3 2026 | Nov 05, 2026 |
| Sun Financial Inc | History | No change | 50,915 | 1,314 | 0.62% | 0.62% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 49,717 | 1,301 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 52,011 | 1,299 | 0.89% | 1.5% | 155 | -12,624 | -19.53% | Q3 2026 | Oct 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 49,412 | 1,234 | 0.02% | 0.01% | 156 | +20,360 | 70.08% | Q3 2026 | Oct 22, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 48,567 | 1,213 | 0.36% | 0.44% | 157 | -5,288 | -9.82% | Q3 2026 | Oct 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 44,900 | 1,175 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 44,545 | 1,166 | 0.28% | 0.28% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 44,198 | 1,104 | 0.14% | 0.19% | 160 | -9,886 | -18.28% | Q3 2026 | Oct 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 44,121 | 1,102 | 0.02% | 0.03% | 161 | -36,171 | -45.05% | Q3 2026 | Nov 03, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 43,513 | 1,086 | 0.31% | 0.34% | 162 | -2,167 | -4.74% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 41,975 | 1,048 | 0.04% | 0.04% | 163 | +2,547 | 6.46% | Q3 2026 | Nov 04, 2026 |
| Financial Perspectives, Inc | History | Added to | 41,386 | 1,033 | 0.24% | 0.19% | 164 | +11,153 | 36.89% | Q3 2026 | Nov 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 36,518 | 956 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 38,245 | 954 | 0.11% | 0.05% | 166 | +23,090 | 152.36% | Q3 2026 | Oct 26, 2026 |
| Michael Brady & Co., LLC | History | No change | 37,943 | 947 | 0.86% | 0.88% | 167 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 37,512 | 937 | 0.42% | 0.52% | 168 | -4,509 | -10.73% | Q3 2026 | Nov 04, 2026 |
| Capital Management Associates, Inc | History | Added to | 36,661 | 915 | 0.18% | 0.19% | 169 | +409 | 1.13% | Q3 2026 | Oct 20, 2026 |
| Aurdan Capital Management, LLC | History | No change | 33,328 | 872 | 0.22% | 0.22% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keystone Financial Group | History | No change | 31,343 | 820 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 32,108 | 802 | 0.43% | 0.41% | 172 | +4,867 | 17.87% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Added to | 31,765 | 793 | 0.01% | 0.0% | 173 | +15,654 | 97.16% | Q3 2026 | Oct 15, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 31,621 | 789 | 0.15% | 0.16% | 174 | +850 | 2.76% | Q3 2026 | Oct 14, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 31,479 | 786 | 0.04% | 0.04% | 175 | -486 | -1.52% | Q3 2026 | Nov 05, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 29,154 | 763 | 0.46% | 0.46% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 28,697 | 752 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 28,936 | 722 | 0.01% | 0.01% | 178 | +5,716 | 24.62% | Q3 2026 | Oct 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 28,670 | 716 | 0.31% | 0.34% | 179 | +348 | 1.23% | Q3 2026 | Oct 22, 2026 |
| Sigma Planning Corp | History | Added to | 28,149 | 703 | 0.02% | 0.02% | 180 | +849 | 3.11% | Q3 2026 | Oct 23, 2026 |
| Advisory Services Network, LLC | History | No change | 26,647 | 697 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 27,757 | 693 | 0.04% | 0.04% | 182 | +1,775 | 6.83% | Q3 2026 | Oct 29, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 27,404 | 684 | 0.38% | 0.27% | 183 | +12,000 | 77.9% | Q3 2026 | Oct 14, 2026 |
| PFG Advisors | History | Reduced | 26,713 | 667 | 0.03% | 0.04% | 184 | -2,808 | -9.51% | Q3 2026 | Oct 15, 2026 |
| Aspire Growth Partners LLC | History | No change | 25,070 | 656 | 0.38% | 0.38% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 26,233 | 655 | 0.04% | 0.05% | 186 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Signature Equity Partners, LLC | History | New | 25,501 | 637 | 0.22% | — | 187 | +25,501 | New | Q3 2026 | Oct 29, 2026 |
| Carson Advisory Inc. | History | No change | 24,076 | 630 | 0.29% | 0.29% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 24,804 | 619 | 0.02% | 0.01% | 189 | +11,245 | 82.93% | Q3 2026 | Nov 05, 2026 |
| William Mack & Associates, Inc. | History | Added to | 24,682 | 616 | 0.19% | 0.13% | 190 | +10,900 | 79.09% | Q3 2026 | Oct 27, 2026 |
| Security Financial Services, INC. | History | Added to | 24,330 | 607 | 0.08% | 0.08% | 191 | +1,212 | 5.24% | Q3 2026 | Oct 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 23,821 | 595 | 0.03% | 0.01% | 192 | +13,776 | 137.14% | Q3 2026 | Nov 05, 2026 |
| Merited Wealth, LLC | History | Reduced | 22,981 | 574 | 0.4% | 0.73% | 193 | -16,255 | -41.43% | Q3 2026 | Oct 13, 2026 |
| Clearwave Capital, LLC | History | Added to | 21,782 | 544 | 0.29% | 0.31% | 194 | +212 | 0.98% | Q3 2026 | Oct 27, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,618 | 539 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 20,985 | 524 | 0.4% | 0.48% | 196 | -2,965 | -12.38% | Q3 2026 | Oct 14, 2026 |
| VICUS CAPITAL | History | Added to | 20,822 | 520 | 0.03% | 0.03% | 197 | +3,996 | 23.75% | Q3 2026 | Nov 05, 2026 |
| Freestate Advisors LLC | History | Added to | 20,428 | 510 | 0.39% | 0.4% | 198 | +29 | 0.14% | Q3 2026 | Oct 09, 2026 |
| Ascentis Independent Advisors | History | New | 17,651 | 440 | 0.03% | — | 199 | +17,651 | New | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 16,750 | 438 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 17,221 | 430 | 0.13% | 0.08% | 201 | +6,217 | 56.5% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 16,882 | 421 | 0.03% | 0.03% | 202 | +1,187 | 7.56% | Q3 2026 | Oct 20, 2026 |
| IHT Wealth Management, LLC | History | No change | 16,030 | 419 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WARNER FINANCIAL, INC | History | No change | 15,180 | 397 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,520 | 380 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 14,630 | 365 | 0.1% | 0.11% | 206 | -235 | -1.58% | Q3 2026 | Oct 28, 2026 |
| MAI Capital Management | History | No change | 13,882 | 363 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 13,780 | 360 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantus Wealth LLC | History | No change | 13,700 | 358 | 0.19% | 0.19% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Global Investments | History | Reduced | 13,771 | 344 | 0.02% | 0.02% | 210 | -197 | -1.41% | Q3 2026 | Oct 28, 2026 |
| Timmons Wealth Management, LLC | History | No change | 12,801 | 335 | 0.25% | 0.25% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 12,220 | 319 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Reduced | 12,714 | 317 | 0.0% | 0.0% | 214 | -2,864 | -18.38% | Q3 2026 | Oct 28, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 12,700 | 317 | 0.22% | 0.23% | 213 | +750 | 6.28% | Q3 2026 | Oct 07, 2026 |
| K2 Financial Inc. | History | Added to | 12,576 | 314 | 0.22% | 0.18% | 215 | +2,921 | 30.25% | Q3 2026 | Oct 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,465 | 311 | 0.01% | 0.01% | 216 | +3,125 | 33.46% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,794 | 308 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 11,490 | 300 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,304 | 295 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,474 | 286 | 0.01% | 0.02% | 220 | -2,087 | -15.39% | Q3 2026 | Nov 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,893 | 285 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 10,850 | 271 | 0.01% | — | 223 | +10,850 | New | Q3 2026 | Oct 16, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 10,858 | 271 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Financial & Tax Architects, LLC | History | New | 10,825 | 270 | 0.06% | — | 224 | +10,825 | New | Q3 2026 | Oct 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,721 | 267 | 0.0% | 0.01% | 225 | +60 | 0.56% | Q3 2026 | Oct 21, 2026 |
| Rather & Kittrell, Inc. | History | No change | 9,968 | 260 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | No change | 10,410 | 260 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Brookstone Capital Management | History | Reduced | 10,158 | 253 | 0.0% | 0.0% | 228 | -1,268 | -11.1% | Q3 2026 | Oct 22, 2026 |
| Orca Wealth Management, LLC | History | No change | 9,766 | 243 | 0.14% | 0.15% | 229 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 9,066 | 237 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,579 | 224 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWF Advisory Services Inc. | History | No change | 8,878 | 221 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Creative Planning | History | New | 8,726 | 217 | 0.0% | — | 233 | +8,726 | New | Q3 2026 | Nov 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,636 | 215 | 0.0% | 0.0% | 234 | +10 | 0.12% | Q3 2026 | Oct 26, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 8,516 | 212 | 0.02% | 0.03% | 235 | +122 | 1.45% | Q3 2026 | Oct 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,184 | 204 | 0.02% | 0.02% | 237 | +100 | 1.24% | Q3 2026 | Oct 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 8,175 | 204 | 0.01% | 0.01% | 236 | +44 | 0.54% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 8,049 | 201 | 0.01% | — | 238 | +8,049 | New | Q3 2026 | Oct 21, 2026 |
| Tidemark, LLC | History | No change | 7,538 | 197 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,721 | 175 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 6,159 | 161 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,157 | 154 | 0.01% | 0.0% | 242 | +4,104 | 199.9% | Q3 2026 | Oct 30, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 5,622 | 147 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 5,603 | 139 | 0.01% | 0.02% | 244 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,300 | 138 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 5,175 | 129 | 0.0% | 0.0% | 246 | +9 | 0.17% | Q3 2026 | Nov 04, 2026 |
| Colonial Trust Co / SC | History | No change | 4,509 | 118 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,169 | 104 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,508 | 87 | 0.0% | 0.0% | 249 | -975 | -21.75% | Q3 2026 | Oct 16, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 3,089 | 77 | 0.02% | 0.03% | 250 | -2,109 | -40.57% | Q3 2026 | Nov 03, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,833 | 74 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,000 | 52 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,847 | 48 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,636 | 42 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,207 | 31 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,167 | 30 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Latitude Advisors, LLC | History | New | 1,066 | 26 | 0.01% | — | 257 | +1,066 | New | Q3 2026 | Oct 27, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 976 | 24 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 722 | 18 | 0.0% | — | 260 | +722 | New | Q3 2026 | Oct 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 750 | 18 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 514 | 13 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 207 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 165 | 4 | 0.0% | 0.0% | 263 | -122 | -42.51% | Q3 2026 | Nov 05, 2026 |
| Cape Investment Advisory, Inc. | History | New | 152 | 3 | 0.0% | — | 264 | +152 | New | Q3 2026 | Oct 13, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 89 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFS Advisors, LLC | History | New | 74 | 1 | 0.0% | — | 268 | +74 | New | Q3 2026 | Oct 14, 2026 |
| Royal Harbor Partners, LLC | History | Closed out | 0 | 0 | — | 5.78% | — | -712,718 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -31,611 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,812 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,017 | -100.0% | Q3 2026 | Oct 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,197 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.02% | — | -8,438 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 17 | 0 | — | — | — | +2 | 13.33% | Q3 2026 | Oct 28, 2026 |