Capital Group Fixed Income ETF Trust - CGCP
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.
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| 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 | 52,096,653 | 1,163,839 | 0.27% | 0.15% | 1 | +10,830,049 | 26.24% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 29,704,133 | 663,590 | 0.18% | 0.15% | 2 | +5,981,448 | 25.21% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 20,494,863 | 457,855 | 0.03% | 0.02% | 3 | +2,108,216 | 11.47% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,245,444 | 385,263 | 0.07% | 0.06% | 4 | +2,348,136 | 15.76% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,484,876 | 256,572 | 0.07% | 0.07% | 5 | +1,101,113 | 10.6% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 7,319,089 | 163,508 | 0.17% | 0.16% | 6 | +814,939 | 12.53% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,948,087 | 155,220 | 0.05% | 0.04% | 7 | +839,296 | 13.74% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,426,218 | 143,561 | 0.09% | 0.08% | 8 | +677,075 | 11.78% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 4,901,409 | 109,965 | 0.54% | 0.51% | 9 | +603,684 | 14.05% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,916,470 | 109,833 | 0.02% | 0.02% | 10 | +190,382 | 4.03% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,915,821 | 109,819 | 0.27% | 0.23% | 11 | +520,461 | 11.84% | Q1 2026 | Apr 22, 2026 |
| WNY Asset Management, LLC | History | New | 4,208,726 | 94,022 | 9.72% | — | 12 | +4,208,726 | New | Q1 2026 | May 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,989,237 | 89,120 | 0.02% | 0.01% | 13 | +439,682 | 12.39% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,726,877 | 82,848 | 0.04% | 0.04% | 14 | +934,106 | 33.45% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,537,792 | 79,034 | 0.11% | 0.1% | 15 | +225,575 | 6.81% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,237,956 | 72,333 | 0.72% | 0.12% | 16 | +2,750,098 | 563.71% | Q1 2026 | May 12, 2026 |
| Souders Financial Advisors | History | Added to | 3,225,990 | 72,068 | 8.22% | 7.91% | 17 | +175,445 | 5.75% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,217,996 | 71,890 | 1.11% | 1.29% | 18 | +398,433 | 14.13% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,078,811 | 68,784 | 0.1% | 0.09% | 19 | +416,584 | 15.65% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,624,185 | 58,624 | 0.05% | 0.05% | 20 | +209,337 | 8.67% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,487,719 | 55,575 | 0.41% | 0.43% | 21 | +101,321 | 4.25% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,432,159 | 54,334 | 0.15% | 0.14% | 22 | -191,380 | -7.29% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,355,079 | 52,612 | 0.14% | 0.14% | 23 | +72,694 | 3.19% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,095,162 | 46,805 | 0.07% | 0.05% | 24 | +548,182 | 35.44% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,084,059 | 46,557 | 0.55% | 0.29% | 25 | +1,036,587 | 98.96% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 2,063,417 | 46,096 | 3.79% | 3.83% | 26 | +81,719 | 4.12% | Q1 2026 | Apr 08, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,003,929 | 44,767 | 0.77% | 0.9% | 27 | +383,965 | 23.7% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,956,875 | 43,716 | 0.08% | 0.07% | 28 | +300,950 | 18.17% | Q1 2026 | May 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,671,683 | 37,345 | 1.45% | 1.37% | 29 | +210,997 | 14.45% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,458,719 | 32,587 | 0.0% | 0.0% | 30 | +445,935 | 44.03% | Q1 2026 | May 15, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 1,431,489 | 31,979 | 4.23% | 4.21% | 31 | +50,498 | 3.66% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,328,773 | 29,751 | 0.06% | 0.05% | 32 | -152,931 | -10.32% | Q1 2026 | Apr 08, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 1,326,985 | 29,644 | 9.51% | 8.47% | 33 | +242,411 | 22.35% | Q1 2026 | Apr 15, 2026 |
| IAM Advisory, LLC | History | Added to | 1,274,871 | 28,480 | 6.38% | 6.33% | 34 | +17,388 | 1.38% | Q1 2026 | Apr 10, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 1,194,615 | 26,687 | 5.22% | 5.0% | 35 | +35,792 | 3.09% | Q1 2026 | Apr 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 1,191,768 | 26,624 | 7.36% | 7.08% | 36 | +78,259 | 7.03% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,159,800 | 25,909 | 1.03% | 1.0% | 37 | +19,080 | 1.67% | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | New | 1,142,834 | 25,530 | 1.12% | — | 38 | +1,142,834 | New | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 972,363 | 21,790 | 0.39% | 0.9% | 39 | +125,453 | 14.81% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 960,231 | 21,451 | 1.17% | 1.2% | 40 | +40,253 | 4.38% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 919,620 | 20,544 | 1.1% | 1.02% | 41 | +158,319 | 20.8% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 901,411 | 20,137 | 0.12% | 0.12% | 42 | +14,201 | 1.6% | Q1 2026 | May 05, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 835,729 | 18,670 | 9.32% | 9.57% | 43 | +475 | 0.06% | Q1 2026 | Apr 21, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 815,358 | 18,215 | 1.52% | 1.44% | 44 | +29,117 | 3.7% | Q1 2026 | May 11, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 775,621 | 17,327 | 2.15% | 2.48% | 45 | -107,805 | -12.2% | Q1 2026 | Apr 16, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 767,349 | 17,142 | 14.29% | 14.11% | 46 | +13,656 | 1.81% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 748,481 | 16,721 | 0.33% | 0.29% | 47 | +88,398 | 13.39% | Q1 2026 | Apr 14, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 692,792 | 15,511 | 6.42% | 6.44% | 48 | +14,174 | 2.09% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 692,902 | 15,479 | 0.47% | 0.52% | 49 | +71,057 | 11.43% | Q1 2026 | May 15, 2026 |
| NavPoint Financial, Inc. | History | Added to | 685,901 | 15,323 | 6.2% | 6.39% | 50 | +25,957 | 3.93% | Q1 2026 | Apr 24, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 660,252 | 14,785 | 3.33% | 3.37% | 51 | +24,764 | 3.9% | Q1 2026 | May 21, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 644,522 | 14,398 | 17.61% | 17.28% | 52 | -67,120 | -9.43% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 635,412 | 14,195 | 0.15% | — | 53 | +635,412 | New | Q1 2026 | May 12, 2026 |
| Ruggaard & Associates LLC | History | No change | 624,738 | 14,144 | 5.57% | 5.57% | 54 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Sovran Advisors, LLC | History | Added to | 628,910 | 14,049 | 1.1% | 1.15% | 55 | +33,457 | 5.62% | Q1 2026 | May 01, 2026 |
| Stadion Money Management, LLC | History | Added to | 627,733 | 14,024 | 1.41% | 1.13% | 56 | +12,480 | 2.03% | Q1 2026 | May 15, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 603,327 | 13,659 | 8.66% | 8.66% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| January Capital Advisors LLC | History | New | 594,252 | 13,275 | 17.9% | — | 58 | +594,252 | New | Q1 2026 | May 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 591,450 | 13,212 | 0.02% | 0.01% | 59 | +162,402 | 37.85% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 590,466 | 13,190 | 0.06% | 0.06% | 60 | +49,295 | 9.11% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 587,687 | 13,128 | 0.06% | 0.07% | 61 | -12,649 | -2.11% | Q1 2026 | May 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 568,795 | 12,706 | 2.64% | 2.44% | 62 | +80,144 | 16.4% | Q1 2026 | May 14, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 565,832 | 12,640 | 4.19% | 3.48% | 63 | +113,872 | 25.2% | Q1 2026 | Apr 17, 2026 |
| Convergence Financial, LLC | History | Added to | 551,351 | 12,317 | 1.31% | 1.77% | 64 | +15,447 | 2.88% | Q1 2026 | May 11, 2026 |
| WBH ADVISORY INC | History | Added to | 527,177 | 11,787 | 0.88% | 0.85% | 65 | +18,816 | 3.7% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 511,081 | 11,504 | 0.07% | 0.04% | 66 | +267,021 | 109.41% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 512,067 | 11,439 | 0.25% | 0.24% | 67 | +15,697 | 3.16% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 492,684 | 11,006 | 0.26% | 0.24% | 68 | +57,240 | 13.15% | Q1 2026 | May 11, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 487,639 | 10,893 | 1.53% | 3.4% | 69 | -323,687 | -39.9% | Q1 2026 | Apr 20, 2026 |
| Entruity Wealth, LLC | History | Added to | 461,768 | 10,315 | 7.0% | 7.01% | 70 | +27,199 | 6.26% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 447,118 | 9,988 | 0.12% | 0.12% | 71 | +13,371 | 3.08% | Q1 2026 | Apr 28, 2026 |
| Compton Financial Group, LLC | History | Added to | 436,438 | 9,750 | 2.15% | 0.11% | 72 | +414,361 | 1876.89% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 430,029 | 9,606 | 0.0% | 0.0% | 73 | +92,383 | 27.36% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Added to | 425,071 | 9,496 | 3.38% | 3.37% | 74 | +16,311 | 3.99% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 412,691 | 9,219 | 0.02% | 0.02% | 75 | +21,171 | 5.41% | Q1 2026 | May 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 390,884 | 8,732 | 2.31% | 2.7% | 76 | -37,688 | -8.79% | Q1 2026 | Apr 15, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 368,478 | 8,231 | 3.26% | 2.84% | 77 | +60,101 | 19.49% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 365,657 | 8,168 | 0.03% | 0.03% | 78 | +4,617 | 1.28% | Q1 2026 | Apr 30, 2026 |
| Affiance Financial, LLC | History | Added to | 351,792 | 7,859 | 1.27% | 0.89% | 79 | +106,435 | 43.38% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Added to | 351,117 | 7,843 | 0.01% | 0.0% | 80 | +273,226 | 350.78% | Q1 2026 | May 15, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 338,426 | 7,560 | 2.02% | 2.3% | 81 | +73,027 | 27.52% | Q1 2026 | Apr 29, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 336,728 | 7,522 | 2.07% | 2.19% | 82 | +3,945 | 1.19% | Q1 2026 | Apr 23, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 330,103 | 7,498 | 6.96% | 6.96% | 83 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 322,053 | 7,194 | 4.02% | 3.73% | 84 | +32,017 | 11.04% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 306,339 | 6,849 | 0.06% | 0.05% | 85 | +87,916 | 40.25% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Added to | 294,761 | 6,584 | 0.01% | 0.01% | 86 | +12,074 | 4.27% | Q1 2026 | May 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 290,406 | 6,487 | 2.07% | 1.92% | 87 | +53,000 | 22.32% | Q1 2026 | May 04, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 288,473 | 6,444 | 2.91% | 2.91% | 88 | -2,366 | -0.81% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 281,626 | 6,291 | 0.15% | 0.15% | 89 | +10,499 | 3.87% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 276,974 | 6,187 | 0.14% | 0.15% | 90 | +11,946 | 4.51% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 277,792 | 6,183 | 0.22% | 0.23% | 91 | +15,501 | 5.91% | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | Added to | 272,691 | 6,091 | 2.83% | 2.78% | 92 | +174 | 0.06% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 266,681 | 5,957 | 0.23% | 0.12% | 93 | +218,130 | 449.28% | Q1 2026 | May 15, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 264,820 | 5,916 | 2.98% | 2.95% | 94 | +8,423 | 3.29% | Q1 2026 | Apr 16, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 262,984 | 5,875 | 1.61% | 4.91% | 95 | -291,932 | -52.61% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 261,158 | 5,834 | 0.0% | — | 96 | +261,158 | New | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 256,748 | 5,735 | 0.7% | 0.71% | 97 | +2,947 | 1.16% | Q1 2026 | May 06, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 255,608 | 5,710 | 1.03% | 0.96% | 98 | +22,346 | 9.58% | Q1 2026 | May 15, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 255,419 | 5,706 | 3.44% | 3.66% | 99 | -11,549 | -4.33% | Q1 2026 | Apr 21, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 242,720 | 5,423 | 0.72% | 0.6% | 100 | +45,534 | 23.09% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 241,797 | 5,401 | 0.06% | 0.11% | 101 | -196,820 | -44.87% | Q1 2026 | Apr 20, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 230,601 | 5,151 | 4.16% | 4.02% | 102 | +17,008 | 7.96% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 226,807 | 5,067 | 0.01% | 0.0% | 103 | +116,884 | 106.33% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 211,103 | 4,779 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 208,060 | 4,648 | 3.01% | 2.81% | 105 | +19,272 | 10.21% | Q1 2026 | May 20, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 207,303 | 4,631 | 4.91% | 4.71% | 106 | +11,307 | 5.77% | Q1 2026 | Apr 10, 2026 |
| Inspire Advisors, LLC | History | Added to | 204,404 | 4,566 | 0.37% | 0.41% | 107 | +9,449 | 4.85% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 198,988 | 4,445 | 0.12% | 0.11% | 108 | +35,910 | 22.02% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 190,322 | 4,251 | 0.05% | 0.06% | 109 | +14,882 | 8.48% | Q1 2026 | Apr 23, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 183,017 | 4,088 | 3.2% | 2.88% | 110 | +32,350 | 21.47% | Q1 2026 | Apr 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 175,433 | 3,919 | 0.02% | 0.02% | 111 | -6,069 | -3.34% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 174,146 | 3,890 | 0.01% | 0.0% | 112 | +172,723 | 12137.95% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 170,136 | 3,800 | 0.04% | 0.04% | 113 | +9,333 | 5.8% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 167,656 | 3,745 | 0.14% | 0.13% | 114 | +40,583 | 31.94% | Q1 2026 | May 19, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 167,533 | 3,742 | 0.58% | 0.55% | 115 | +17,605 | 11.74% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 162,697 | 3,634 | 0.12% | 0.12% | 116 | -2,332 | -1.41% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 160,160 | 3,577 | 0.0% | 0.0% | 117 | -17,268 | -9.73% | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Added to | 159,323 | 3,559 | 0.88% | 0.78% | 118 | +21,082 | 15.25% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 155,672 | 3,477 | 0.18% | 0.17% | 119 | +14,315 | 10.13% | Q1 2026 | Apr 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 154,767 | 3,457 | 0.28% | 0.26% | 120 | +11,035 | 7.68% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 151,932 | 3,394 | 0.06% | 0.05% | 121 | +67 | 0.04% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 146,628 | 3,275 | 0.04% | 0.03% | 122 | +10,214 | 7.49% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Reduced | 146,029 | 3,262 | 0.04% | 0.05% | 123 | -3,610 | -2.41% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 144,430 | 3,226 | 0.07% | 0.06% | 124 | +16,978 | 13.32% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 142,467 | 3,225 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 143,409 | 3,203 | 0.05% | 0.05% | 126 | +7,818 | 5.77% | Q1 2026 | Apr 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 142,153 | 3,175 | 0.3% | 0.33% | 127 | -3,336 | -2.29% | Q1 2026 | Apr 22, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 141,907 | 3,170 | 0.91% | 0.78% | 128 | +22,155 | 18.5% | Q1 2026 | May 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 141,824 | 3,168 | 0.37% | 0.35% | 129 | +9,489 | 7.17% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 135,660 | 3,030 | 0.16% | 0.16% | 130 | +8,945 | 7.06% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 131,286 | 2,933 | 0.05% | 0.01% | 131 | +111,741 | 571.71% | Q1 2026 | May 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 124,718 | 2,804 | 0.43% | 0.43% | 132 | +4,304 | 3.57% | Q1 2026 | Apr 16, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 125,123 | 2,795 | 0.1% | 0.11% | 133 | -9,983 | -7.39% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 124,349 | 2,777 | 0.04% | 0.03% | 134 | +39,121 | 45.9% | Q1 2026 | Apr 27, 2026 |
| LongView Wealth Management | History | Added to | 118,509 | 2,674 | 0.67% | 0.64% | 135 | +1,139 | 0.97% | Q1 2026 | Apr 15, 2026 |
| Forge Financial Services LLC | History | Reduced | 116,515 | 2,602 | 0.26% | 1.17% | 136 | -4,565 | -3.77% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 116,223 | 2,596 | 0.0% | 0.0% | 137 | +6,640 | 6.06% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 116,158 | 2,594 | 0.01% | 0.0% | 138 | +27,845 | 31.53% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 109,927 | 2,455 | 0.03% | 0.04% | 139 | -13,303 | -10.8% | Q1 2026 | May 12, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 108,967 | 2,434 | 2.14% | 2.32% | 140 | +20,199 | 22.75% | Q1 2026 | May 08, 2026 |
| CVFG LLC | History | Added to | 105,787 | 2,363 | 0.29% | 1.15% | 141 | +31,453 | 42.31% | Q1 2026 | Apr 29, 2026 |
| Magnus Financial Group LLC | History | Added to | 99,267 | 2,217 | 0.18% | 0.14% | 142 | +17,689 | 21.68% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 93,609 | 2,091 | 0.02% | 0.01% | 143 | +9,500 | 11.29% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 92,172 | 2,059 | 0.1% | 0.12% | 144 | -7,123 | -7.17% | Q1 2026 | Apr 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 91,138 | 2,036 | 0.11% | 0.1% | 145 | +9,033 | 11.0% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 87,854 | 1,962 | 0.06% | 0.06% | 146 | +2,763 | 3.25% | Q1 2026 | Apr 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 87,707 | 1,952 | 0.0% | 0.0% | 147 | -57,065 | -39.42% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 85,600 | 1,912 | 0.08% | 0.08% | 148 | +5,242 | 6.52% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 85,224 | 1,903 | 0.02% | 0.02% | 149 | +25,155 | 41.88% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 78,385 | 1,766 | 0.11% | 0.11% | 150 | +3,739 | 5.01% | Q1 2026 | Apr 20, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 77,872 | 1,739 | 1.37% | 1.2% | 152 | +13,834 | 21.6% | Q1 2026 | Apr 24, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 77,882 | 1,739 | 0.13% | 0.12% | 151 | +3,134 | 4.19% | Q1 2026 | Apr 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 76,960 | 1,719 | 0.71% | 0.69% | 154 | +7,092 | 10.15% | Q1 2026 | May 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 76,958 | 1,719 | 0.36% | 0.37% | 153 | +3,387 | 4.6% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 76,040 | 1,698 | 0.02% | 0.02% | 155 | +10,825 | 16.6% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 74,116 | 1,655 | 0.01% | 0.0% | 156 | +16,499 | 28.64% | Q1 2026 | Apr 29, 2026 |
| United Advisor Group, LLC | History | Added to | 73,969 | 1,652 | 0.2% | 0.17% | 157 | +13,968 | 23.28% | Q1 2026 | Apr 17, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 72,666 | 1,623 | 0.6% | 0.54% | 158 | +8,019 | 12.4% | Q1 2026 | Apr 17, 2026 |
| 5T Wealth, LLC | History | Added to | 69,267 | 1,547 | 0.61% | 0.59% | 159 | +4,395 | 6.77% | Q1 2026 | Apr 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 68,384 | 1,527 | 0.25% | 0.23% | 160 | +8,902 | 14.97% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | New | 67,358 | 1,504 | 0.08% | — | 161 | +67,358 | New | Q1 2026 | Apr 21, 2026 |
| Merited Wealth, LLC | History | Added to | 66,877 | 1,494 | 1.24% | 1.38% | 163 | +1,277 | 1.95% | Q1 2026 | Apr 24, 2026 |
| Wealth Intelligence, LLC | History | Added to | 66,881 | 1,494 | 0.72% | 0.74% | 162 | +1,187 | 1.81% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 65,391 | 1,460 | 0.04% | — | 164 | +65,391 | New | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 64,519 | 1,441 | 0.05% | 0.05% | 165 | -3,833 | -5.61% | Q1 2026 | May 06, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 61,929 | 1,383 | 0.42% | 0.46% | 166 | -4,096 | -6.2% | Q1 2026 | May 11, 2026 |
| ProCore Advisors, LLC | History | Reduced | 61,905 | 1,382 | 2.12% | 1.67% | 167 | -10,203 | -14.15% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 61,763 | 1,379 | 0.1% | 0.0% | 168 | +60,721 | 5827.35% | Q1 2026 | Apr 14, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 61,357 | 1,370 | 1.18% | 1.51% | 169 | -9,459 | -13.36% | Q1 2026 | Apr 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 61,298 | 1,369 | 0.03% | 0.04% | 170 | -13,458 | -18.0% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 59,191 | 1,322 | 0.48% | 0.5% | 171 | +1,450 | 2.51% | Q1 2026 | Apr 17, 2026 |
| Wise Wealth Partners | History | Reduced | 58,158 | 1,299 | 1.76% | 1.91% | 172 | -640 | -1.09% | Q1 2026 | Apr 21, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 56,252 | 1,256 | 0.33% | 0.27% | 173 | +2,296 | 4.26% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 55,603 | 1,242 | 0.02% | 0.01% | 174 | +27,725 | 99.45% | Q1 2026 | May 18, 2026 |
| AlphaCore Capital LLC | History | Reduced | 55,447 | 1,238 | 0.03% | 0.04% | 175 | -16,815 | -23.27% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 55,277 | 1,234 | 0.04% | 0.04% | 176 | +3,967 | 7.73% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Added to | 52,885 | 1,181 | 0.09% | 0.07% | 177 | +11,018 | 26.32% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 52,057 | 1,162 | 0.14% | 0.14% | 178 | +1,539 | 3.05% | Q1 2026 | May 05, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 51,578 | 1,154 | 0.32% | 0.35% | 179 | -1,489 | -2.81% | Q1 2026 | Apr 08, 2026 |
| TCFG Investment Advisors, LLC | History | New | 50,746 | 1,133 | 0.42% | — | 181 | +50,746 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 50,746 | 1,133 | 0.42% | 0.43% | 180 | +2,056 | 4.22% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 50,565 | 1,129 | 0.28% | 0.27% | 182 | +4,861 | 10.64% | Q1 2026 | Apr 09, 2026 |
| PFG Advisors | History | Added to | 49,194 | 1,098 | 0.05% | 0.05% | 183 | +1,165 | 2.43% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 49,071 | 1,096 | 0.07% | 0.07% | 184 | +4,146 | 9.23% | Q1 2026 | Apr 27, 2026 |
| Aspire Growth Partners LLC | History | Added to | 47,211 | 1,054 | 0.72% | 0.53% | 185 | +13,719 | 40.96% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 45,099 | 1,007 | 0.05% | 0.1% | 186 | -34,824 | -43.57% | Q1 2026 | Apr 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 45,120 | 1,007 | 0.1% | 0.1% | 187 | -518 | -1.14% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 44,004 | 983 | 0.07% | — | 188 | +44,004 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 43,577 | 973 | 0.0% | 0.01% | 189 | -16,027 | -26.89% | Q1 2026 | May 14, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 43,341 | 968 | 0.28% | 0.28% | 190 | +2,258 | 5.5% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 43,307 | 967 | 0.02% | 0.03% | 191 | -6,979 | -13.88% | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 42,998 | 960 | 0.07% | 0.07% | 192 | -2,246 | -4.96% | Q1 2026 | May 05, 2026 |
| Mann Financial Group, Inc. | History | No change | 42,975 | 960 | 0.9% | 0.94% | 193 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 42,324 | 945 | 0.04% | — | 194 | +42,324 | New | Q1 2026 | May 14, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 41,859 | 935 | 0.62% | 0.58% | 195 | +3,758 | 9.86% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Added to | 40,507 | 904 | 0.02% | 0.01% | 196 | +5,618 | 16.1% | Q1 2026 | Apr 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 40,312 | 900 | 0.21% | 0.2% | 197 | +1,256 | 3.22% | Q1 2026 | Apr 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 38,711 | 864 | 0.15% | 0.15% | 198 | +2,948 | 8.24% | Q1 2026 | Apr 22, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 38,552 | 861 | 0.53% | 0.4% | 199 | +10,073 | 35.37% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 38,183 | 853 | 0.08% | 0.08% | 200 | -407 | -1.05% | Q1 2026 | Apr 30, 2026 |
| Advisory Alpha, LLC | History | Reduced | 38,051 | 850 | 0.02% | 0.02% | 201 | -92 | -0.24% | Q1 2026 | May 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 36,782 | 821 | 0.52% | 0.55% | 202 | +964 | 2.69% | Q1 2026 | Apr 27, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 36,260 | 810 | 0.47% | 0.49% | 203 | -586 | -1.59% | Q1 2026 | May 01, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 34,745 | 776 | 0.12% | 0.14% | 204 | +1,673 | 5.06% | Q1 2026 | Apr 30, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 34,361 | 767 | 0.2% | 0.21% | 205 | +608 | 1.8% | Q1 2026 | Apr 27, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 33,699 | 752 | 0.08% | 0.07% | 206 | +6,121 | 22.2% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 33,699 | 752 | 0.11% | 0.1% | 207 | +6,121 | 22.2% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 32,624 | 728 | 0.0% | 0.0% | 208 | -27,127 | -45.4% | Q1 2026 | May 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 31,635 | 706 | 0.33% | 0.27% | 209 | +6,141 | 24.09% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 29,882 | 667 | 0.01% | 0.01% | 210 | +8,326 | 38.62% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 29,526 | 659 | 0.01% | 0.01% | 211 | +5,028 | 20.52% | Q1 2026 | May 15, 2026 |
| Clearwave Capital, LLC | History | Added to | 29,400 | 656 | 0.45% | 0.49% | 212 | +208 | 0.71% | Q1 2026 | Apr 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 28,858 | 644 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Planning LLC | History | No change | 28,254 | 631 | 0.21% | 0.18% | 214 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 27,829 | 621 | 0.02% | 0.02% | 215 | +1,060 | 3.96% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 27,266 | 609 | 0.04% | 0.04% | 216 | +1,968 | 7.78% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | New | 26,942 | 601 | 0.0% | — | 217 | +26,942 | New | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 26,830 | 599 | 0.03% | 0.03% | 218 | +301 | 1.13% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 26,757 | 597 | 0.01% | — | 219 | +26,757 | New | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 25,154 | 569 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 24,805 | 554 | 0.04% | 0.03% | 221 | +2,953 | 13.51% | Q1 2026 | Apr 20, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 24,058 | 537 | 0.1% | 0.1% | 222 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Balboa Wealth Partners | History | New | 23,018 | 514 | 0.09% | — | 223 | +23,018 | New | Q1 2026 | Apr 16, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 22,722 | 507 | 0.26% | — | 224 | +22,722 | New | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 22,203 | 496 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Michael Brady & Co., LLC | History | Added to | 22,087 | 493 | 0.5% | 0.26% | 227 | +10,577 | 91.89% | Q1 2026 | Apr 15, 2026 |
| Security Financial Services, INC. | History | No change | 21,804 | 493 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cannon Financial Strategists, Inc. | History | New | 21,050 | 470 | 0.06% | — | 228 | +21,050 | New | Q1 2026 | May 12, 2026 |
| American Financial Advisors, LLC | History | Added to | 20,726 | 463 | 0.06% | 0.06% | 229 | +215 | 1.05% | Q1 2026 | May 13, 2026 |
| Glaxis Capital Management, LLC | History | No change | 20,000 | 446 | 0.56% | 0.77% | 230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 18,386 | 410 | 0.3% | 0.28% | 232 | +966 | 5.55% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 18,245 | 410 | 0.02% | 0.02% | 231 | -500 | -2.67% | Q1 2026 | Apr 17, 2026 |
| Summit Global Investments | History | Added to | 18,218 | 407 | 0.02% | 0.02% | 233 | +357 | 2.0% | Q1 2026 | May 07, 2026 |
| Carson Advisory Inc. | History | Added to | 18,139 | 405 | 0.21% | 0.17% | 234 | +3,428 | 23.3% | Q1 2026 | May 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 17,930 | 400 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Leo Wealth, LLC | History | New | 17,274 | 385 | 0.03% | — | 236 | +17,274 | New | Q1 2026 | May 05, 2026 |
| tru Independence LLC | History | Reduced | 17,037 | 380 | 0.19% | 0.1% | 237 | -73 | -0.43% | Q1 2026 | Apr 22, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 16,531 | 369 | 0.05% | 0.05% | 238 | -945 | -5.41% | Q1 2026 | Apr 09, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 16,121 | 360 | 0.07% | 0.06% | 239 | +550 | 3.53% | Q1 2026 | May 04, 2026 |
| Financial Perspectives, Inc | History | Added to | 15,656 | 349 | 0.1% | 0.1% | 240 | +26 | 0.17% | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 15,600 | 348 | 0.12% | 0.12% | 241 | +116 | 0.75% | Q1 2026 | Apr 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 14,945 | 333 | 0.01% | 0.01% | 242 | -811 | -5.15% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 14,686 | 328 | 0.01% | 0.01% | 243 | +2,492 | 20.44% | Q1 2026 | May 07, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 14,239 | 322 | 0.34% | 0.34% | 244 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Tradition Wealth Management, LLC | History | No change | 14,029 | 313 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tudor Financial Inc. | History | Added to | 13,814 | 308 | 0.16% | 0.16% | 246 | +11 | 0.08% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 13,467 | 300 | 0.03% | 0.03% | 247 | +1,548 | 12.99% | Q1 2026 | May 04, 2026 |
| Trilogy Capital Inc. | History | No change | 13,364 | 298 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 13,084 | 292 | 0.0% | — | 249 | +13,084 | New | Q1 2026 | May 14, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 13,006 | 290 | 0.19% | 0.19% | 250 | -221 | -1.67% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,764 | 285 | 0.01% | 0.01% | 251 | +1,325 | 11.58% | Q1 2026 | Apr 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 12,694 | 283 | 0.16% | 0.17% | 252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,611 | 281 | 0.01% | 0.01% | 253 | +3,245 | 34.65% | Q1 2026 | May 12, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 12,540 | 280 | 0.1% | 0.04% | 254 | +7,779 | 163.39% | Q1 2026 | May 11, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 12,569 | 280 | 0.22% | 0.31% | 255 | -3,991 | -24.1% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | No change | 12,466 | 278 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 12,434 | 277 | 0.0% | — | 257 | +12,434 | New | Q1 2026 | May 05, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 12,134 | 272 | 0.07% | 0.08% | 258 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Reduced | 12,086 | 270 | 0.0% | 0.0% | 259 | -1,786 | -12.87% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,578 | 258 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 11,234 | 250 | 0.03% | 0.04% | 261 | -2,422 | -17.74% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | New | 11,006 | 245 | 0.02% | — | 263 | +11,006 | New | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 10,990 | 245 | 0.21% | 0.21% | 262 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 10,758 | 240 | 0.02% | 0.14% | 264 | +23 | 0.21% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,615 | 237 | 0.01% | 0.01% | 265 | -1,298 | -10.9% | Q1 2026 | May 18, 2026 |
| Burford Brothers, Inc. | History | No change | 10,483 | 234 | 0.1% | 0.1% | 266 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BCS Wealth Management | History | Reduced | 10,438 | 233 | 0.05% | 0.03% | 267 | -4,756 | -31.3% | Q1 2026 | Apr 17, 2026 |
| CIM, LLC | History | Reduced | 10,413 | 232 | 0.03% | 0.03% | 268 | -905 | -8.0% | Q1 2026 | May 18, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 9,851 | 220 | 0.07% | 0.08% | 269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 9,427 | 210 | 0.08% | 0.09% | 270 | +103 | 1.1% | Q1 2026 | May 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 9,350 | 208 | 0.07% | 0.07% | 271 | +150 | 1.63% | Q1 2026 | Apr 23, 2026 |
| Breakwater Capital Group | History | Reduced | 9,265 | 206 | 0.03% | 0.03% | 272 | -32 | -0.34% | Q1 2026 | Apr 20, 2026 |
| Financial Partners Group, Inc | History | No change | 9,003 | 201 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Olistico Wealth, LLC | History | Added to | 7,896 | 176 | 0.09% | 0.08% | 274 | +1,092 | 16.05% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,644 | 170 | 0.0% | 0.0% | 275 | +415 | 5.74% | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | No change | 7,489 | 167 | 0.04% | 0.05% | 276 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,805 | 152 | 0.01% | 0.01% | 277 | +1,423 | 26.44% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 5,434 | 121 | 0.0% | 0.0% | 278 | +4,925 | 967.58% | Q1 2026 | Apr 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,954 | 110 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 4,464 | 99 | 0.0% | 0.0% | 280 | -94 | -2.06% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 4,425 | 98 | 0.01% | — | 282 | +4,425 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,425 | 98 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 3,980 | 88 | 0.0% | 0.0% | 283 | +2,200 | 123.6% | Q1 2026 | May 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 3,779 | 84 | 0.06% | 0.06% | 284 | +84 | 2.27% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 2,972 | 66 | 0.0% | 0.0% | 285 | +425 | 16.69% | Q1 2026 | May 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 2,939 | 65 | 0.01% | 0.01% | 286 | +23 | 0.79% | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | New | 2,871 | 64 | 0.02% | — | 288 | +2,871 | New | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,871 | 64 | 0.05% | 0.06% | 287 | +18 | 0.63% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 2,595 | 57 | 0.0% | 0.0% | 289 | -2,512 | -49.19% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,551 | 56 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Westside Investment Management, Inc. | History | New | 2,500 | 55 | 0.01% | — | 291 | +2,500 | New | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,236 | 49 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | New | 2,000 | 45 | 0.0% | — | 293 | +2,000 | New | Q1 2026 | May 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,145 | 25 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BALLAST ADVISORS LLC | History | New | 888 | 23 | 0.01% | — | 295 | +888 | New | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 952 | 21 | 0.01% | — | 296 | +952 | New | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 900 | 20 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Hickory Point Bank & Trust | History | New | 778 | 17 | 0.01% | — | 298 | +778 | New | Q1 2026 | Apr 03, 2026 |
| FMR LLC | History | New | 558 | 12 | 0.0% | — | 300 | +558 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 540 | 12 | 0.0% | 0.0% | 299 | -472 | -46.64% | Q1 2026 | May 13, 2026 |