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 | No change | 73,019,797 | 1,627,611 | 0.34% | 0.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 33,461,676 | 745,860 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 22,479,871 | 501,076 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,245,014 | 428,971 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,369,670 | 275,719 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 8,989,818 | 200,383 | 0.18% | 0.18% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,812,810 | 196,437 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,331,676 | 141,133 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 5,339,333 | 119,013 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,312,377 | 118,413 | 0.23% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 4,779,471 | 106,602 | 0.44% | 0.44% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,444,571 | 99,069 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,331,565 | 97,113 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,847,677 | 85,768 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 3,749,326 | 83,572 | 7.46% | 7.46% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Souders Financial Advisors | History | No change | 3,439,135 | 76,658 | 7.71% | 7.71% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,438,056 | 76,632 | 0.7% | 0.7% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,413,963 | 76,097 | 1.02% | 1.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,278,878 | 73,086 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,124,075 | 69,635 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,969,004 | 66,179 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 2,514,495 | 56,048 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,440,815 | 54,406 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,416,606 | 53,866 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,277,176 | 50,758 | 1.45% | 1.45% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,247,488 | 50,096 | 0.53% | 0.53% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,028,738 | 45,220 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,816,812 | 40,496 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 1,634,618 | 34,604 | 2.55% | 3.61% | 29 | -500,380 | -23.44% | Q3 2026 | Oct 01, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 1,495,388 | 33,332 | 3.91% | 3.91% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Northwest Financial Advisors | History | No change | 1,459,111 | 32,523 | 4.33% | 4.33% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Convergence Financial, LLC | History | No change | 1,435,557 | 31,998 | 2.54% | 2.54% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,439,149 | 31,905 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,386,767 | 30,911 | 0.6% | 0.6% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 1,376,977 | 30,692 | 8.7% | 8.7% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compton Financial Group, LLC | History | No change | 1,300,517 | 28,988 | 5.58% | 5.58% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAM Advisory, LLC | History | No change | 1,300,230 | 28,982 | 5.65% | 5.65% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 1,247,580 | 27,808 | 6.56% | 6.56% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 1,240,288 | 27,646 | 4.72% | 4.72% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,181,333 | 26,331 | 0.95% | 0.95% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | No change | 1,141,078 | 25,434 | 0.91% | 0.91% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 983,289 | 21,917 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 964,284 | 21,493 | 1.31% | 1.31% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 949,401 | 21,162 | 0.71% | 0.71% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 949,288 | 21,159 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 910,695 | 20,299 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 871,667 | 19,429 | 0.37% | 0.37% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 859,472 | 19,157 | 8.78% | 8.78% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 855,417 | 19,067 | 1.43% | 1.43% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aprio Wealth Management, LLC | History | No change | 830,361 | 18,508 | 0.91% | 0.91% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 829,098 | 18,480 | 4.83% | 4.83% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 814,299 | 17,955 | 0.3% | 0.3% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 814,299 | 17,955 | 0.3% | 0.3% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Troutman Wealth Management, LLC | History | No change | 786,014 | 17,520 | 13.48% | 13.48% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NavPoint Financial, Inc. | History | No change | 710,284 | 15,832 | 5.87% | 5.87% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sovran Advisors, LLC | History | No change | 694,734 | 15,360 | 1.14% | 1.14% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tribridge Partners Financial LLC | History | No change | 685,314 | 15,111 | 5.92% | 5.92% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 676,714 | 15,083 | 17.82% | 17.82% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 672,597 | 14,992 | 2.83% | 2.83% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 639,346 | 14,251 | 2.93% | 2.93% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 638,143 | 14,224 | 1.59% | 1.59% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stadion Money Management, LLC | History | No change | 630,233 | 14,047 | 1.21% | 1.21% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenbush Financial Group, LLC | History | No change | 623,656 | 13,901 | 4.09% | 4.09% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ruggaard & Associates LLC | History | No change | 613,503 | 13,674 | 4.91% | 4.91% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 599,090 | 13,353 | 2.52% | 2.52% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 589,880 | 13,148 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 564,354 | 12,579 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 547,062 | 12,194 | 0.23% | 0.23% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 538,086 | 11,993 | 0.25% | 0.25% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lodestone Wealth Management LLC | History | No change | 523,933 | 11,678 | 4.12% | 4.12% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AA Financial Advisors, LLC | History | No change | 519,407 | 11,577 | 1.39% | 1.39% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WBH ADVISORY INC | History | No change | 517,825 | 11,542 | 0.78% | 0.78% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 485,321 | 10,817 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 456,827 | 10,182 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 413,952 | 9,226 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 388,937 | 8,669 | 0.18% | 0.18% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 384,700 | 8,574 | 0.48% | 0.48% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Affiance Financial, LLC | History | No change | 369,532 | 8,236 | 1.18% | 1.18% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 369,414 | 8,234 | 1.55% | 1.55% | 79 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| January Capital Advisors LLC | History | No change | 368,860 | 8,221 | 6.87% | 6.87% | 80 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Landmark Wealth Management, LLC | History | No change | 368,062 | 8,204 | 1.96% | 1.96% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 356,009 | 7,935 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 354,022 | 7,891 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Equity Wealth Partners, LLC | History | No change | 346,002 | 7,712 | 2.77% | 2.77% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Freedom Financial Partners LLC | History | No change | 343,448 | 7,655 | 2.49% | 2.49% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 343,021 | 7,645 | 1.77% | 1.77% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 337,507 | 7,523 | 6.49% | 6.49% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 339,870 | 7,195 | 0.05% | 0.07% | 88 | -43,914 | -11.44% | Q3 2026 | Oct 08, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 310,986 | 6,931 | 4.37% | 4.37% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Entruity Wealth, LLC | History | No change | 307,389 | 6,851 | 4.43% | 4.43% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 304,018 | 6,776 | 1.84% | 1.84% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 300,192 | 6,691 | 3.42% | 3.42% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 293,450 | 6,540 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Compass Financial Group, Inc. | History | No change | 286,925 | 6,395 | 2.7% | 2.7% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 282,442 | 6,295 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 277,792 | 6,214 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smith Thornton Advisors LLC | History | No change | 281,071 | 6,211 | 2.74% | 2.74% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 277,450 | 6,184 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 267,958 | 5,973 | 0.14% | 0.14% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 267,586 | 5,964 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 266,130 | 5,932 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 265,518 | 5,918 | 1.0% | 1.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Boyer Financial Services, Inc. | History | No change | 258,527 | 5,762 | 4.86% | 4.86% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 257,955 | 5,754 | 0.66% | 0.66% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kera Capital Partners, Inc. | History | No change | 254,909 | 5,681 | 0.55% | 0.55% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 253,358 | 5,647 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 249,853 | 5,569 | 3.0% | 3.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 242,137 | 5,397 | 2.85% | 2.85% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 231,978 | 5,170 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Core Wealth Partners LLC | History | No change | 228,021 | 5,082 | 2.17% | 2.17% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Inspire Advisors, LLC | History | No change | 225,186 | 5,019 | 0.35% | 0.35% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vigil Wealth Management, LLC | History | No change | 215,129 | 4,795 | 3.42% | 3.42% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 223,243 | 4,726 | 3.1% | 2.96% | 113 | +25,886 | 13.12% | Q3 2026 | Oct 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 204,549 | 4,559 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 196,810 | 4,386 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 192,119 | 4,282 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 178,443 | 3,977 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 178,024 | 3,968 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 172,153 | 3,837 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 171,672 | 3,826 | 0.5% | 0.5% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLG LLC | History | No change | 171,532 | 3,823 | 0.84% | 0.84% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 170,923 | 3,809 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 170,751 | 3,806 | 0.18% | 0.18% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 163,537 | 3,645 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 156,388 | 3,485 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CVFG LLC | History | No change | 154,551 | 3,444 | 0.36% | 0.36% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 151,524 | 3,377 | 0.2% | 0.2% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 150,444 | 3,353 | 0.81% | 0.81% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 149,983 | 3,343 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Midwest Financial Network, LLC | History | No change | 148,737 | 3,315 | 2.26% | 2.26% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 148,125 | 3,301 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 147,563 | 3,289 | 0.22% | 0.22% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 145,168 | 3,235 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 142,124 | 3,167 | 0.35% | 0.35% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 141,695 | 3,158 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 141,309 | 3,149 | 0.25% | 0.25% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 136,660 | 3,046 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 135,555 | 3,021 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 133,126 | 2,967 | 0.71% | 0.71% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 130,821 | 2,915 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 125,028 | 2,792 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 124,620 | 2,777 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hopwood Nicholas Hunter | History | No change | 122,804 | 2,737 | 0.75% | 0.75% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 120,226 | 2,682 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 117,825 | 2,626 | 2.11% | 2.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 116,190 | 2,589 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 111,604 | 2,487 | 0.17% | 0.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 110,892 | 2,471 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LongView Wealth Management | History | No change | 109,567 | 2,442 | 0.63% | 0.63% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forge Financial Services LLC | History | No change | 109,496 | 2,440 | 0.21% | 0.21% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 107,010 | 2,385 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Magnus Financial Group LLC | History | No change | 104,739 | 2,334 | 0.17% | 0.17% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 98,291 | 2,190 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KINTRA WEALTH, LLC | History | No change | 98,704 | 2,179 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 96,566 | 2,152 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 96,353 | 2,147 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 95,147 | 2,120 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 93,583 | 2,093 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 92,768 | 2,067 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 89,078 | 1,985 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 88,180 | 1,965 | 0.83% | 0.83% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trinity Wealth Management, LLC | History | No change | 87,946 | 1,960 | 0.62% | 0.62% | 162 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 84,268 | 1,878 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 83,758 | 1,866 | 0.64% | 0.64% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 83,173 | 1,853 | 0.35% | 0.35% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 80,721 | 1,799 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Venture Visionary Partners LLC | History | Added to | 83,853 | 1,775 | 0.05% | 0.05% | 167 | +7,910 | 10.42% | Q3 2026 | Oct 07, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 79,357 | 1,768 | 0.58% | 0.58% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 78,889 | 1,758 | 1.71% | 1.71% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 77,827 | 1,734 | 0.16% | 0.16% | 170 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fiduciary Alliance LLC | History | No change | 75,966 | 1,693 | 0.11% | 0.11% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| United Advisor Group, LLC | History | No change | 73,602 | 1,640 | 0.17% | 0.17% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 73,328 | 1,634 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 70,382 | 1,568 | 0.49% | 0.49% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Michael Brady & Co., LLC | History | No change | 70,228 | 1,565 | 1.38% | 1.38% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 5T Wealth, LLC | History | No change | 69,460 | 1,548 | 0.58% | 0.58% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 66,003 | 1,471 | 0.47% | 0.47% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealth Intelligence, LLC | History | No change | 65,408 | 1,457 | 0.68% | 0.68% | 178 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 65,024 | 1,449 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICUS CAPITAL | History | No change | 64,608 | 1,440 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 62,484 | 1,392 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 60,669 | 1,352 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 58,875 | 1,312 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 57,244 | 1,275 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 57,099 | 1,272 | 0.14% | 0.14% | 185 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 56,295 | 1,254 | 0.29% | 0.29% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COFG Advisors, LLC | History | No change | 54,750 | 1,220 | 0.21% | 0.21% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProCore Advisors, LLC | History | No change | 54,005 | 1,203 | 1.49% | 1.49% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 56,512 | 1,196 | 0.27% | 0.26% | 189 | +4,438 | 8.52% | Q3 2026 | Oct 08, 2026 |
| PFG Advisors | History | No change | 51,830 | 1,155 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 51,260 | 1,142 | 0.28% | 0.28% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 50,812 | 1,132 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intergy Private Wealth, LLC | History | No change | 50,248 | 1,120 | 0.26% | 0.26% | 193 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 49,987 | 1,114 | 0.38% | 0.38% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 47,924 | 1,068 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 47,676 | 1,062 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspire Growth Partners LLC | History | No change | 47,454 | 1,057 | 0.61% | 0.61% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 46,469 | 1,035 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 46,047 | 1,026 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighPoint Advisor Group LLC | History | No change | 44,685 | 996 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 43,698 | 974 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 42,893 | 956 | 0.19% | 0.19% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mann Financial Group, Inc. | History | No change | 42,475 | 946 | 0.79% | 0.79% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 41,859 | 935 | 0.62% | 0.62% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 41,419 | 923 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset Allocation Strategies LLC | History | No change | 40,932 | 912 | 0.14% | 0.14% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ethos Capital Management, Inc. | History | No change | 40,708 | 907 | 0.65% | 0.65% | 207 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | No change | 40,565 | 904 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 38,873 | 866 | 0.5% | 0.5% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 37,963 | 846 | 0.07% | 0.07% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 37,632 | 838 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 37,099 | 826 | 0.45% | 0.45% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 36,769 | 819 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Alpha, LLC | History | No change | 36,109 | 804 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 34,963 | 779 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 34,770 | 775 | 0.1% | 0.1% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 36,580 | 774 | 0.11% | 0.4% | 217 | -90,251 | -71.16% | Q3 2026 | Oct 08, 2026 |
| CWS Financial Advisors, LLC | History | No change | 34,642 | 772 | 0.17% | 0.17% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 34,374 | 766 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Blueprint Investment Partners LLC | History | No change | 34,158 | 761 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 34,158 | 761 | 0.08% | 0.08% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 32,319 | 720 | 0.4% | 0.4% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 31,749 | 707 | 0.29% | 0.29% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 30,718 | 684 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Security Financial Services, INC. | History | No change | 30,605 | 682 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearwave Capital, LLC | History | No change | 29,774 | 663 | 0.37% | 0.37% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merited Wealth, LLC | History | No change | 29,227 | 651 | 0.46% | 0.46% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 28,858 | 643 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 28,163 | 627 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 27,182 | 605 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Planning LLC | History | Reduced | 27,126 | 574 | 0.15% | 0.18% | 232 | -1,128 | -3.99% | Q3 2026 | Oct 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 25,789 | 574 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 25,459 | 567 | 0.26% | 0.26% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balboa Wealth Partners | History | No change | 25,356 | 565 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,974 | 556 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 24,232 | 540 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Global Investments | History | No change | 22,723 | 506 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 22,203 | 494 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 21,307 | 474 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glaxis Capital Management, LLC | History | No change | 20,000 | 445 | 0.89% | 0.89% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 19,337 | 431 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carson Advisory Inc. | History | No change | 18,721 | 417 | 0.19% | 0.19% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 18,030 | 401 | 0.25% | 0.25% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jacobi Capital Management LLC | History | No change | 17,752 | 395 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | No change | 17,523 | 390 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 16,957 | 377 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| tru Independence LLC | History | No change | 16,922 | 377 | 0.16% | 0.16% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Financial Advisors, LLC | History | No change | 16,865 | 375 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 16,505 | 367 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 16,121 | 359 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bleakley Financial Group, LLC | History | No change | 16,141 | 359 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Perspectives, Inc | History | No change | 16,098 | 358 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 16,032 | 357 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 15,686 | 349 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 15,864 | 335 | 0.09% | 0.1% | 255 | +139 | 0.88% | Q3 2026 | Oct 07, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 14,463 | 322 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,144 | 320 | 0.01% | 0.01% | 257 | +2,686 | 21.56% | Q3 2026 | Oct 08, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 14,254 | 317 | 0.24% | 0.24% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 14,881 | 315 | 0.04% | 0.04% | 259 | -1,406 | -8.63% | Q3 2026 | Oct 08, 2026 |
| Tudor Financial Inc. | History | No change | 13,833 | 308 | 0.14% | 0.14% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 13,743 | 306 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sun Group Wealth Partners | History | No change | 13,743 | 306 | 0.21% | 0.21% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NWF Advisory Services Inc. | History | No change | 13,707 | 305 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,992 | 289 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 12,807 | 285 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIM, LLC | History | No change | 12,687 | 282 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 12,694 | 282 | 0.14% | 0.14% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 12,569 | 280 | 0.22% | 0.22% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,478 | 278 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 12,179 | 271 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BCS Wealth Management | History | No change | 11,880 | 264 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,599 | 258 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| King Wealth Management Group | History | No change | 11,548 | 257 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 11,351 | 253 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 11,281 | 251 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | No change | 11,203 | 249 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 11,085 | 247 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 10,990 | 244 | 0.16% | 0.16% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vantus Wealth LLC | History | No change | 10,903 | 243 | 0.13% | 0.13% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Olistico Wealth, LLC | History | Added to | 11,473 | 242 | 0.1% | 0.08% | 280 | +3,514 | 44.15% | Q3 2026 | Oct 05, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 10,783 | 240 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trilogy Capital Inc. | History | No change | 10,791 | 240 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Burford Brothers, Inc. | History | No change | 10,483 | 233 | 0.09% | 0.09% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,370 | 231 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,058 | 224 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,943 | 222 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 9,994 | 222 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 9,851 | 219 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MSH Capital Advisors LLC | History | No change | 9,790 | 218 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | No change | 9,632 | 214 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 9,540 | 211 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 9,350 | 208 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 9,146 | 203 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,946 | 199 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bare Financial Services, Inc | History | No change | 7,489 | 166 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 5,342 | 119 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 5,232 | 116 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 5,019 | 111 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,954 | 110 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,425 | 98 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |