Capital Group Fixed Income ETF Trust - CGCP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 41,266,604 | 934,275 | 0.15% | 0.12% | 1 | +8,184,599 | 24.74% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 23,722,685 | 537,081 | 0.15% | 0.13% | 2 | +4,757,976 | 25.09% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 18,386,647 | 416,273 | 0.02% | 0.02% | 3 | +2,287,585 | 14.21% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,897,308 | 337,275 | 0.06% | 0.06% | 4 | +1,861,484 | 14.28% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,383,763 | 235,088 | 0.07% | 0.06% | 5 | +1,358,310 | 15.05% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 6,504,150 | 147,253 | 0.16% | 0.15% | 6 | +727,979 | 12.6% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,108,791 | 138,303 | 0.04% | 0.04% | 7 | +711,882 | 13.19% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,749,143 | 130,160 | 0.08% | 0.08% | 8 | +506,129 | 9.65% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 4,726,088 | 106,998 | 0.02% | 0.02% | 9 | +459,555 | 10.77% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,395,360 | 99,511 | 0.23% | 0.19% | 10 | +793,942 | 22.05% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 4,297,725 | 97,391 | 0.51% | 0.48% | 11 | +1,017,548 | 31.02% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,549,555 | 80,362 | 0.01% | — | 12 | +3,549,555 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,312,217 | 74,988 | 0.1% | 0.09% | 13 | +305,639 | 10.17% | Q4 2025 | Feb 12, 2026 |
| Souders Financial Advisors | History | Added to | 3,050,545 | 69,064 | 7.91% | 7.95% | 14 | +106,513 | 3.62% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,819,563 | 63,834 | 1.29% | 1.09% | 15 | +711,803 | 33.77% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,792,771 | 63,228 | 0.04% | 0.03% | 16 | +544,545 | 24.22% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,662,227 | 60,276 | 0.09% | 0.08% | 17 | +294,711 | 12.45% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,623,539 | 59,396 | 0.14% | 0.15% | 18 | +185,250 | 7.6% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,414,848 | 54,672 | 0.05% | 0.05% | 19 | +14,107 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,386,398 | 54,028 | 0.43% | 0.47% | 20 | +127,021 | 5.62% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,282,385 | 51,673 | 0.14% | 0.12% | 21 | +297,948 | 15.01% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,981,698 | 44,865 | 3.83% | 3.78% | 22 | +94,501 | 5.01% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,655,925 | 37,490 | 0.07% | 0.08% | 23 | +8,101 | 0.49% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,619,964 | 36,675 | 0.9% | 0.89% | 24 | +160,802 | 11.02% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,546,980 | 35,023 | 0.05% | 0.05% | 25 | +55,069 | 3.69% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,481,704 | 33,590 | 0.05% | 0.05% | 26 | +118,729 | 8.71% | Q4 2025 | Jan 08, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,460,686 | 33,069 | 1.37% | 1.53% | 27 | +98,315 | 7.22% | Q4 2025 | Jan 28, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 1,380,991 | 31,265 | 4.21% | 4.25% | 28 | +45,520 | 3.41% | Q4 2025 | Jan 15, 2026 |
| IAM Advisory, LLC | History | Added to | 1,257,483 | 28,469 | 6.33% | 6.24% | 29 | +36,818 | 3.02% | Q4 2025 | Jan 07, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 1,158,823 | 26,235 | 5.0% | 5.01% | 30 | +33,508 | 2.98% | Q4 2025 | Jan 26, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,140,720 | 25,825 | 1.0% | 1.02% | 31 | +14,360 | 1.27% | Q4 2025 | Jan 29, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 1,113,509 | 25,209 | 7.08% | 10.81% | 32 | -498,740 | -30.93% | Q4 2025 | Feb 12, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 1,084,574 | 24,554 | 8.47% | 8.28% | 33 | +55,484 | 5.39% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,047,472 | 23,714 | 0.29% | 0.16% | 34 | +514,232 | 96.44% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,012,784 | 22,929 | 0.0% | 0.0% | 35 | +362,833 | 55.82% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 919,978 | 20,828 | 1.2% | — | 36 | +919,978 | New | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 887,210 | 20,086 | 0.12% | 0.12% | 37 | +83,345 | 10.37% | Q4 2025 | Jan 29, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 883,426 | 20,000 | 2.48% | 16.92% | 38 | -4,928,476 | -84.8% | Q4 2025 | Jan 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 846,910 | 19,237 | 0.9% | 1.04% | 39 | +49,790 | 6.25% | Q4 2025 | Feb 03, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 835,254 | 18,910 | 9.57% | 9.81% | 40 | -6,214 | -0.74% | Q4 2025 | Jan 21, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 811,326 | 18,368 | 3.4% | 3.69% | 41 | -14,314 | -1.73% | Q4 2025 | Jan 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 786,241 | 17,800 | 1.44% | 1.43% | 42 | +19,076 | 2.49% | Q4 2025 | Feb 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 761,301 | 17,235 | 1.02% | — | 43 | +761,301 | New | Q4 2025 | Feb 17, 2026 |
| Troutman Wealth Management, LLC | History | New | 753,693 | 17,063 | 14.11% | — | 44 | +753,693 | New | Q4 2025 | Feb 18, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 711,642 | 16,111 | 17.28% | 17.47% | 45 | -30,825 | -4.15% | Q4 2025 | Feb 09, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 678,618 | 15,363 | 6.44% | 6.18% | 46 | +88,586 | 15.01% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 660,083 | 14,944 | 0.29% | 0.24% | 47 | +143,476 | 27.77% | Q4 2025 | Jan 14, 2026 |
| NavPoint Financial, Inc. | History | Added to | 659,944 | 14,941 | 6.39% | 7.32% | 48 | +45,497 | 7.4% | Q4 2025 | Jan 20, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 635,488 | 14,387 | 3.37% | — | 49 | +635,488 | New | Q4 2025 | Mar 23, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 624,738 | 14,144 | 5.57% | 5.81% | 50 | -58,993 | -8.63% | Q4 2025 | Feb 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 621,845 | 14,078 | 0.52% | 0.4% | 51 | +177,542 | 39.96% | Q4 2025 | Feb 06, 2026 |
| Stadion Money Management, LLC | History | Reduced | 615,253 | 13,929 | 1.13% | 1.38% | 52 | -144,746 | -19.05% | Q4 2025 | Feb 17, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 603,327 | 13,659 | 8.66% | 8.75% | 53 | +1,866 | 0.31% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 600,336 | 13,591 | 0.07% | — | 54 | +600,336 | New | Q4 2025 | Feb 18, 2026 |
| Sovran Advisors, LLC | History | Added to | 595,453 | 13,534 | 1.15% | 1.14% | 55 | +31,461 | 5.58% | Q4 2025 | Jan 20, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 554,916 | 12,563 | 4.91% | 5.48% | 56 | -13,069 | -2.3% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 541,171 | 12,252 | 0.06% | 0.05% | 57 | +95,749 | 21.5% | Q4 2025 | Feb 17, 2026 |
| Convergence Financial, LLC | History | Added to | 535,904 | 12,132 | 1.77% | 1.76% | 58 | +19,746 | 3.83% | Q4 2025 | Feb 11, 2026 |
| WBH ADVISORY INC | History | Added to | 508,361 | 11,509 | 0.85% | 0.83% | 59 | +27,802 | 5.79% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Reduced | 496,370 | 11,237 | 0.24% | 0.25% | 60 | -4,562 | -0.91% | Q4 2025 | Feb 02, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 488,651 | 11,063 | 2.44% | 1.99% | 61 | +111,012 | 29.4% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 487,858 | 11,044 | 0.12% | 0.1% | 62 | +102,194 | 26.5% | Q4 2025 | Feb 02, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 451,960 | 10,232 | 3.48% | 3.37% | 63 | +65,023 | 16.8% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 438,617 | 9,930 | 0.11% | 0.11% | 64 | +148,065 | 50.96% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 435,444 | 9,858 | 0.24% | 0.23% | 65 | +46,987 | 12.1% | Q4 2025 | Jan 29, 2026 |
| Entruity Wealth, LLC | History | Added to | 434,569 | 9,838 | 7.01% | 4.11% | 66 | +201,571 | 86.51% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | Added to | 433,747 | 9,820 | 0.12% | 0.11% | 67 | +42,082 | 10.74% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 429,048 | 9,713 | 0.01% | 0.01% | 68 | +73,792 | 20.77% | Q4 2025 | Feb 02, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 428,572 | 9,702 | 2.7% | 9.12% | 69 | -1,028,471 | -70.59% | Q4 2025 | Jan 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 408,760 | 9,254 | 3.37% | 3.32% | 70 | +25,826 | 6.74% | Q4 2025 | Jan 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 391,520 | 8,864 | 0.02% | 0.0% | 71 | +360,334 | 1155.44% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 361,040 | 8,173 | 0.03% | 0.03% | 72 | +56,647 | 18.61% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 359,700 | 8,143 | 0.03% | 0.03% | 73 | +116,545 | 47.93% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 337,646 | 7,644 | 0.0% | 0.0% | 74 | +101,649 | 43.07% | Q4 2025 | Feb 17, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 332,783 | 7,534 | 2.19% | 1.63% | 75 | +104,629 | 45.86% | Q4 2025 | Jan 20, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 330,103 | 7,498 | 6.96% | — | 76 | +330,103 | New | Q4 2025 | Feb 18, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 308,377 | 6,981 | 2.84% | 2.46% | 77 | +67,308 | 27.92% | Q4 2025 | Jan 15, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 290,839 | 6,584 | 2.91% | 2.99% | 78 | -2,403 | -0.82% | Q4 2025 | Feb 05, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 290,036 | 6,566 | 3.73% | 3.75% | 79 | +14,986 | 5.45% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 282,687 | 6,400 | 0.01% | 0.01% | 80 | +24,317 | 9.41% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Partners LLC | History | Added to | 272,517 | 6,169 | 2.78% | 2.55% | 81 | +27,646 | 11.29% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 271,127 | 6,138 | 0.15% | 0.14% | 82 | +22,652 | 9.12% | Q4 2025 | Jan 28, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 266,968 | 6,044 | 3.66% | 3.96% | 83 | -4,552 | -1.68% | Q4 2025 | Jan 20, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 265,399 | 6,008 | 2.3% | 2.24% | 84 | +16,757 | 6.74% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 265,028 | 6,000 | 0.15% | 0.15% | 85 | +8,839 | 3.45% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 262,291 | 5,951 | 0.23% | 0.36% | 86 | +3,769 | 1.46% | Q4 2025 | Feb 13, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 256,397 | 5,804 | 2.95% | 2.86% | 87 | +16,107 | 6.7% | Q4 2025 | Jan 14, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 253,801 | 5,746 | 0.71% | 0.89% | 88 | -7,507 | -2.87% | Q4 2025 | Feb 23, 2026 |
| SOL Capital Management CO | History | Added to | 247,348 | 5,600 | 0.5% | 0.49% | 89 | +5,617 | 2.32% | Q4 2025 | Jan 30, 2026 |
| Affiance Financial, LLC | History | Added to | 245,357 | 5,554 | 0.89% | 0.8% | 90 | +53,114 | 27.63% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 244,060 | 5,525 | 0.04% | 0.04% | 91 | +12,631 | 5.46% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 238,657 | 5,403 | 0.0% | 0.0% | 92 | -126,346 | -34.62% | Q4 2025 | Feb 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 237,406 | 5,374 | 1.92% | 1.92% | 93 | +8,928 | 3.91% | Q4 2025 | Feb 06, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 233,262 | 5,281 | 0.96% | 0.9% | 94 | +23,310 | 11.1% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 218,423 | 4,945 | 0.05% | 0.03% | 95 | +132,735 | 154.91% | Q4 2025 | Jan 23, 2026 |
| Vigil Wealth Management, LLC | History | New | 213,593 | 4,835 | 4.02% | — | 96 | +213,593 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 211,103 | 4,779 | 0.08% | 0.1% | 97 | +15,629 | 8.0% | Q4 2025 | Feb 06, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 197,186 | 4,459 | 0.6% | 0.37% | 98 | +79,451 | 67.48% | Q4 2025 | Jan 21, 2026 |
| Boyer Financial Services, Inc. | History | New | 195,996 | 4,437 | 4.71% | — | 99 | +195,996 | New | Q4 2025 | Jan 30, 2026 |
| Inspire Advisors, LLC | History | Added to | 194,955 | 4,413 | 0.41% | 0.41% | 100 | +4,788 | 2.52% | Q4 2025 | Feb 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 188,788 | 4,274 | 2.81% | 2.35% | 101 | +4,896 | 2.66% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 181,502 | 4,109 | 0.02% | 0.02% | 102 | +8,859 | 5.13% | Q4 2025 | Jan 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 177,428 | 4,016 | 0.0% | 0.0% | 103 | +144,928 | 445.93% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 175,440 | 3,971 | 0.06% | 0.05% | 104 | +1,543 | 0.89% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 165,029 | 3,736 | 0.12% | 0.13% | 105 | -7,293 | -4.23% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 163,078 | 3,692 | 0.11% | 0.08% | 106 | +46,924 | 40.4% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 160,803 | 3,640 | 0.04% | 0.03% | 107 | +43,354 | 36.91% | Q4 2025 | Feb 06, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 151,865 | 3,438 | 0.05% | 0.05% | 108 | +26,888 | 21.51% | Q4 2025 | Feb 11, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 150,667 | 3,411 | 2.88% | — | 109 | +150,667 | New | Q4 2025 | Jan 20, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | New | 149,928 | 3,394 | 0.55% | — | 110 | +149,928 | New | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Added to | 149,639 | 3,387 | 0.05% | 0.05% | 111 | +19,794 | 15.24% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 145,489 | 3,293 | 0.33% | 0.32% | 112 | +14,046 | 10.69% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,772 | 3,284 | 0.0% | 0.0% | 113 | +25,694 | 21.58% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 143,732 | 3,254 | 0.26% | 0.17% | 114 | +51,743 | 56.25% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 142,467 | 3,225 | 0.01% | 0.01% | 115 | +41,011 | 40.42% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 141,357 | 3,200 | 0.17% | 0.19% | 116 | +6,055 | 4.48% | Q4 2025 | Jan 26, 2026 |
| CLG LLC | History | Added to | 138,241 | 3,129 | 0.78% | 0.7% | 117 | +24,775 | 21.83% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 136,414 | 3,088 | 0.03% | 0.02% | 118 | +43,152 | 46.27% | Q4 2025 | Jan 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 135,591 | 3,069 | 0.05% | 0.06% | 119 | -27,954 | -17.09% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 135,106 | 3,058 | 0.11% | 0.12% | 120 | +2,310 | 1.74% | Q4 2025 | Jan 27, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 132,335 | 2,996 | 0.35% | 0.32% | 121 | +16,250 | 14.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 127,452 | 2,885 | 0.06% | 0.07% | 122 | +17,283 | 15.69% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 127,073 | 2,876 | 0.13% | 0.15% | 123 | +4,674 | 3.82% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 126,715 | 2,868 | 0.16% | 0.16% | 124 | +2,125 | 1.71% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 123,230 | 2,789 | 0.04% | 0.06% | 125 | -45,590 | -27.01% | Q4 2025 | Feb 09, 2026 |
| Forge Financial Services LLC | History | Reduced | 121,080 | 2,741 | 1.17% | 1.3% | 126 | -894 | -0.73% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 120,414 | 2,726 | 0.43% | 0.38% | 127 | +20,390 | 20.39% | Q4 2025 | Jan 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 119,752 | 2,711 | 0.78% | 0.79% | 128 | +6,793 | 6.01% | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | Added to | 117,370 | 2,664 | 0.64% | 0.66% | 129 | +9,655 | 8.96% | Q4 2025 | Jan 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 116,783 | 2,644 | 0.09% | 0.03% | 130 | +89,231 | 323.86% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 109,923 | 2,489 | 0.0% | 0.0% | 131 | +89,045 | 426.5% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 109,583 | 2,480 | 0.0% | 0.0% | 132 | +13,486 | 14.03% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 99,295 | 2,248 | 0.12% | 0.12% | 133 | +5,783 | 6.18% | Q4 2025 | Feb 05, 2026 |
| Bristlecone Value Partners, LLC | History | New | 88,768 | 2,009 | 2.32% | — | 134 | +88,768 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 88,313 | 1,999 | 0.0% | 0.0% | 135 | +44,238 | 100.37% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | Added to | 85,228 | 1,929 | 0.03% | 0.02% | 136 | +37,262 | 77.68% | Q4 2025 | Mar 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 85,091 | 1,926 | 0.06% | 0.07% | 137 | -17,454 | -17.02% | Q4 2025 | Jan 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 84,109 | 1,904 | 0.01% | 0.01% | 138 | +11,430 | 15.73% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 82,070 | 1,858 | 0.08% | 0.08% | 139 | +3,785 | 4.83% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 82,105 | 1,858 | 0.1% | 0.1% | 140 | +1,837 | 2.29% | Q4 2025 | Jan 07, 2026 |
| Magnus Financial Group LLC | History | Added to | 81,578 | 1,846 | 0.14% | 0.14% | 141 | +2,185 | 2.75% | Q4 2025 | Jan 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 80,358 | 1,819 | 0.08% | 0.09% | 142 | -636 | -0.79% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 79,923 | 1,809 | 0.1% | 0.1% | 143 | +967 | 1.22% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | New | 77,891 | 1,763 | 0.0% | — | 144 | +77,891 | New | Q4 2025 | Feb 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 74,748 | 1,692 | 0.12% | 0.11% | 145 | +4,777 | 6.83% | Q4 2025 | Jan 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 74,646 | 1,689 | 0.11% | 0.11% | 146 | +183 | 0.25% | Q4 2025 | Jan 22, 2026 |
| CVFG LLC | History | Added to | 74,334 | 1,682 | 1.15% | 0.89% | 147 | +19,824 | 36.37% | Q4 2025 | Feb 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 73,571 | 1,665 | 0.37% | 0.38% | 148 | +4,295 | 6.2% | Q4 2025 | Jan 09, 2026 |
| AlphaCore Capital LLC | History | Reduced | 72,262 | 1,636 | 0.04% | 0.06% | 149 | -813 | -1.11% | Q4 2025 | Feb 05, 2026 |
| ProCore Advisors, LLC | History | New | 72,108 | 1,632 | 1.67% | — | 150 | +72,108 | New | Q4 2025 | Jan 21, 2026 |
| Ethos Capital Management, Inc. | History | New | 70,816 | 1,603 | 1.51% | — | 151 | +70,816 | New | Q4 2025 | Jan 21, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 69,868 | 1,581 | 0.69% | — | 152 | +69,868 | New | Q4 2025 | Mar 10, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 68,352 | 1,547 | 0.05% | 0.06% | 153 | -3,956 | -5.47% | Q4 2025 | Feb 04, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 66,025 | 1,494 | 0.46% | 0.53% | 154 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealth Intelligence, LLC | History | New | 65,694 | 1,487 | 0.74% | — | 155 | +65,694 | New | Q4 2025 | Feb 18, 2026 |
| Merited Wealth, LLC | History | New | 65,600 | 1,485 | 1.38% | — | 156 | +65,600 | New | Q4 2025 | Mar 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 65,215 | 1,476 | 0.02% | 0.02% | 157 | +7,831 | 13.65% | Q4 2025 | Feb 12, 2026 |
| 5T Wealth, LLC | History | Added to | 64,872 | 1,468 | 0.59% | 0.54% | 158 | +9,954 | 18.13% | Q4 2025 | Jan 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 64,647 | 1,463 | 0.54% | 0.51% | 159 | +4,497 | 7.48% | Q4 2025 | Jan 15, 2026 |
| TrueWealth Financial Partners | History | New | 64,038 | 1,449 | 1.2% | — | 160 | +64,038 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 64,038 | 1,449 | 1.2% | — | 161 | +64,038 | New | Q4 2025 | Feb 05, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 64,037 | 1,449 | 0.92% | 0.67% | 162 | +20,778 | 48.03% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 60,069 | 1,359 | 0.02% | 0.02% | 163 | +6,892 | 12.96% | Q4 2025 | Jan 29, 2026 |
| United Advisor Group, LLC | History | Added to | 60,001 | 1,358 | 0.17% | 0.14% | 164 | +12,574 | 26.51% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | New | 59,751 | 1,352 | 0.0% | — | 165 | +59,751 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 59,604 | 1,349 | 0.01% | — | 166 | +59,604 | New | Q4 2025 | Feb 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 59,482 | 1,346 | 0.23% | 0.16% | 167 | +22,078 | 59.03% | Q4 2025 | Feb 12, 2026 |
| Wise Wealth Partners | History | Reduced | 58,798 | 1,331 | 1.91% | 2.07% | 168 | -971 | -1.62% | Q4 2025 | Jan 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 57,741 | 1,307 | 0.5% | 0.54% | 169 | +3,090 | 5.65% | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 57,617 | 1,304 | 0.0% | 0.0% | 170 | +16,581 | 40.41% | Q4 2025 | Feb 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 53,956 | 1,221 | 0.27% | 0.26% | 171 | +9,545 | 21.49% | Q4 2025 | Feb 04, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 53,067 | 1,201 | 0.35% | 0.17% | 172 | +29,793 | 128.01% | Q4 2025 | Jan 06, 2026 |
| Venture Visionary Partners LLC | History | Added to | 51,310 | 1,161 | 0.04% | 0.01% | 173 | +35,748 | 229.71% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 50,518 | 1,143 | 0.14% | 0.13% | 174 | +474 | 0.95% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 50,286 | 1,138 | 0.03% | 0.02% | 175 | +4,771 | 10.48% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 48,690 | 1,102 | 0.43% | 0.23% | 176 | +22,915 | 88.9% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 48,551 | 1,099 | 0.12% | 0.1% | 177 | +16,360 | 50.82% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 48,029 | 1,087 | 0.05% | 0.05% | 178 | -8,620 | -15.22% | Q4 2025 | Jan 27, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 45,704 | 1,034 | 0.27% | 0.25% | 179 | +5,065 | 12.46% | Q4 2025 | Jan 07, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 45,638 | 1,033 | 0.1% | 0.1% | 180 | +2,648 | 6.16% | Q4 2025 | Jan 20, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 45,244 | 1,024 | 0.07% | — | 181 | +45,244 | New | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 44,925 | 1,017 | 0.07% | 0.06% | 182 | +8,536 | 23.46% | Q4 2025 | Feb 03, 2026 |
| Mann Financial Group, Inc. | History | Added to | 42,975 | 972 | 0.94% | 0.9% | 183 | +3,000 | 7.5% | Q4 2025 | Feb 09, 2026 |
| VICUS CAPITAL | History | Added to | 41,867 | 947 | 0.07% | 0.04% | 184 | +21,242 | 102.99% | Q4 2025 | Jan 22, 2026 |
| VestGen Advisors, LLC | History | Reduced | 41,773 | 945 | 0.04% | 0.14% | 185 | -141,030 | -77.15% | Q4 2025 | Feb 17, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 41,083 | 930 | 0.28% | 0.29% | 186 | -366 | -0.88% | Q4 2025 | Jan 22, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 39,056 | 884 | 0.2% | 0.19% | 187 | +1,940 | 5.23% | Q4 2025 | Jan 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 38,590 | 873 | 0.08% | 0.05% | 188 | +12,595 | 48.45% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | Reduced | 38,143 | 863 | 0.02% | 0.02% | 189 | -720 | -1.85% | Q4 2025 | Feb 06, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 38,101 | 862 | 0.58% | 0.49% | 190 | +7,768 | 25.61% | Q4 2025 | Jan 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 36,846 | 834 | 0.49% | 0.56% | 191 | -359 | -0.96% | Q4 2025 | Feb 02, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 35,818 | 810 | 0.55% | 0.49% | 192 | +3,464 | 10.71% | Q4 2025 | Feb 04, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 35,763 | 809 | 0.15% | 0.17% | 193 | -2,326 | -6.11% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 34,889 | 789 | 0.01% | 0.02% | 194 | -562 | -1.59% | Q4 2025 | Feb 03, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 33,753 | 764 | 0.21% | 0.21% | 195 | +575 | 1.73% | Q4 2025 | Feb 06, 2026 |
| Aspire Growth Partners LLC | History | Added to | 33,492 | 758 | 0.53% | 0.55% | 196 | +202 | 0.61% | Q4 2025 | Feb 05, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 33,072 | 748 | 0.14% | 0.15% | 197 | +283 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | New | 29,371 | 666 | 0.02% | — | 198 | +29,371 | New | Q4 2025 | Jan 23, 2026 |
| Clearwave Capital, LLC | History | New | 29,192 | 660 | 0.49% | — | 199 | +29,192 | New | Q4 2025 | Mar 02, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 28,858 | 653 | 0.0% | 0.0% | 200 | -4,475 | -13.43% | Q4 2025 | Feb 11, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 28,479 | 644 | 0.4% | 0.14% | 201 | +18,974 | 199.62% | Q4 2025 | Feb 06, 2026 |
| Capital Planning LLC | History | No change | 28,254 | 639 | 0.18% | 0.19% | 202 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 27,878 | 631 | 0.01% | 0.01% | 203 | +5,347 | 23.73% | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 27,578 | 624 | 0.07% | 0.07% | 204 | +6,196 | 28.98% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 27,578 | 624 | 0.1% | 0.1% | 205 | +6,196 | 28.98% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 26,769 | 606 | 0.02% | 0.02% | 206 | +1,560 | 6.19% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 26,529 | 600 | 0.03% | 0.04% | 207 | +197 | 0.75% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 26,249 | 594 | 0.08% | — | 208 | +26,249 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 25,494 | 577 | 0.27% | 0.29% | 209 | -2,702 | -9.58% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 25,298 | 572 | 0.04% | 0.02% | 210 | +12,504 | 97.73% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | Added to | 25,154 | 569 | 0.1% | 0.08% | 211 | +7,309 | 40.96% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,498 | 554 | 0.01% | 0.0% | 212 | +2,110 | 9.42% | Q4 2025 | Feb 13, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 24,058 | 544 | 0.1% | 0.11% | 213 | -1,051 | -4.19% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 22,203 | 502 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Compton Financial Group, LLC | History | New | 22,077 | 499 | 0.11% | — | 215 | +22,077 | New | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 21,852 | 495 | 0.03% | 0.04% | 216 | -730 | -3.23% | Q4 2025 | Jan 15, 2026 |
| Security Financial Services, INC. | History | Added to | 21,804 | 493 | 0.08% | 0.07% | 217 | +1,855 | 9.3% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,556 | 488 | 0.01% | 0.01% | 218 | +212 | 0.99% | Q4 2025 | Feb 17, 2026 |
| American Financial Advisors, LLC | History | Added to | 20,511 | 464 | 0.06% | 0.06% | 219 | +262 | 1.29% | Q4 2025 | Feb 03, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 20,000 | 452 | 0.77% | 0.38% | 220 | +10,000 | 100.0% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,545 | 442 | 0.01% | 0.01% | 221 | +2,519 | 14.8% | Q4 2025 | Feb 12, 2026 |
| William Mack & Associates, Inc. | History | Added to | 18,943 | 428 | 0.2% | 0.2% | 222 | +2,184 | 13.03% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 18,745 | 424 | 0.02% | 0.03% | 223 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 17,930 | 405 | 0.01% | 0.01% | 224 | -2,249 | -11.15% | Q4 2025 | Feb 09, 2026 |
| Summit Global Investments | History | Added to | 17,861 | 404 | 0.02% | 0.02% | 225 | +1,863 | 11.65% | Q4 2025 | Feb 18, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 17,476 | 395 | 0.05% | 0.06% | 226 | -1,328 | -7.06% | Q4 2025 | Jan 09, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 17,420 | 394 | 0.28% | 0.29% | 227 | +555 | 3.29% | Q4 2025 | Feb 03, 2026 |
| tru Independence LLC | History | Reduced | 17,110 | 387 | 0.1% | 0.1% | 228 | -494 | -2.81% | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | New | 16,903 | 382 | 0.01% | — | 229 | +16,903 | New | Q4 2025 | Feb 13, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 16,560 | 374 | 0.31% | — | 230 | +16,560 | New | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 15,858 | 359 | 0.01% | — | 231 | +15,858 | New | Q4 2025 | Feb 19, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 15,756 | 356 | 0.01% | 0.01% | 232 | -474 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 15,630 | 353 | 0.1% | 0.07% | 233 | +4,536 | 40.89% | Q4 2025 | Jan 28, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 15,571 | 352 | 0.06% | 0.07% | 234 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 15,484 | 350 | 0.12% | 0.07% | 235 | +7,164 | 86.11% | Q4 2025 | Jan 09, 2026 |
| BCS Wealth Management | History | New | 15,194 | 343 | 0.03% | — | 236 | +15,194 | New | Q4 2025 | Jan 26, 2026 |
| Carson Advisory Inc. | History | Added to | 14,711 | 333 | 0.17% | 0.15% | 237 | +2,135 | 16.98% | Q4 2025 | Feb 12, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 14,029 | 317 | 0.02% | 0.03% | 238 | -1,973 | -12.33% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Reduced | 13,872 | 314 | 0.0% | 0.0% | 239 | -2,821 | -16.9% | Q4 2025 | Jan 15, 2026 |
| Tudor Financial Inc. | History | Reduced | 13,803 | 312 | 0.16% | 0.17% | 240 | -316 | -2.24% | Q4 2025 | Feb 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 13,656 | 309 | 0.04% | 0.05% | 241 | -268 | -1.92% | Q4 2025 | Feb 09, 2026 |
| Trilogy Capital Inc. | History | Added to | 13,364 | 302 | 0.01% | 0.01% | 242 | +1,323 | 10.99% | Q4 2025 | Jan 22, 2026 |
| Equity Wealth Partners, LLC | History | New | 13,227 | 299 | 0.19% | — | 243 | +13,227 | New | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,454 | 296 | 0.01% | 0.01% | 244 | +92 | 0.64% | Q4 2025 | Feb 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 12,694 | 287 | 0.17% | 0.18% | 245 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Reduced | 12,466 | 282 | 0.0% | 0.0% | 246 | -1,268 | -9.23% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 12,305 | 278 | 0.06% | 0.08% | 247 | -1,200 | -8.89% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 12,195 | 276 | 0.01% | — | 248 | +12,195 | New | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 12,194 | 276 | 0.01% | 0.0% | 249 | +1,240 | 11.32% | Q4 2025 | Jan 07, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 12,134 | 274 | 0.08% | 0.07% | 250 | +478 | 4.1% | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 11,913 | 270 | 0.01% | 0.22% | 251 | -193,769 | -94.21% | Q4 2025 | Feb 13, 2026 |
| NWF Advisory Services Inc. | History | New | 11,919 | 269 | 0.03% | — | 252 | +11,919 | New | Q4 2025 | Mar 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,578 | 262 | 0.01% | 0.01% | 253 | +650 | 5.95% | Q4 2025 | Feb 03, 2026 |
| Michael Brady & Co., LLC | History | New | 11,510 | 260 | 0.26% | — | 254 | +11,510 | New | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,439 | 258 | 0.01% | 0.01% | 255 | +847 | 8.0% | Q4 2025 | Jan 13, 2026 |
| CIM, LLC | History | Added to | 11,318 | 256 | 0.03% | 0.03% | 256 | +1,365 | 13.71% | Q4 2025 | Feb 18, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 10,990 | 248 | 0.21% | — | 257 | +10,990 | New | Q4 2025 | Feb 04, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 10,735 | 243 | 0.14% | — | 258 | +10,735 | New | Q4 2025 | Jan 12, 2026 |
| Burford Brothers, Inc. | History | No change | 10,483 | 237 | 0.1% | 0.1% | 259 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 9,851 | 223 | 0.08% | — | 260 | +9,851 | New | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 9,366 | 212 | 0.01% | 0.06% | 261 | -30,112 | -76.28% | Q4 2025 | Feb 04, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 9,324 | 211 | 0.09% | 0.1% | 262 | +125 | 1.36% | Q4 2025 | Jan 22, 2026 |
| Qube Research & Technologies Ltd | History | New | 9,307 | 210 | 0.0% | — | 263 | +9,307 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Added to | 9,297 | 210 | 0.03% | 0.03% | 264 | +140 | 1.53% | Q4 2025 | Jan 09, 2026 |
| Etesian Wealth Advisors, Inc. | History | New | 9,200 | 208 | 0.07% | — | 265 | +9,200 | New | Q4 2025 | Feb 11, 2026 |
| Financial Partners Group, Inc | History | No change | 9,003 | 203 | 0.02% | 0.03% | 266 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Greenline Wealth Management LLC | History | New | 8,819 | 199 | 0.21% | — | 268 | +8,819 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 8,819 | 199 | 0.01% | 0.01% | 267 | -92 | -1.03% | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | New | 7,489 | 169 | 0.05% | — | 269 | +7,489 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,229 | 163 | 0.0% | 0.0% | 270 | +926 | 14.69% | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | New | 6,804 | 154 | 0.08% | — | 271 | +6,804 | New | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,382 | 121 | 0.01% | 0.01% | 272 | +2,037 | 60.9% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 5,107 | 115 | 0.0% | 0.0% | 273 | +74 | 1.47% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,954 | 112 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SITTNER & NELSON, LLC | History | New | 4,761 | 108 | 0.04% | — | 275 | +4,761 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 4,558 | 103 | 0.0% | — | 276 | +4,558 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,425 | 100 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 3,695 | 83 | 0.06% | — | 278 | +3,695 | New | Q4 2025 | Mar 05, 2026 |
| Winch Advisory Services, LLC | History | Added to | 2,916 | 66 | 0.01% | 0.01% | 279 | +27 | 0.93% | Q4 2025 | Feb 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2,853 | 64 | 0.06% | — | 280 | +2,853 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 2,547 | 58 | 0.0% | 0.0% | 281 | -511 | -16.71% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | New | 2,551 | 57 | 0.0% | — | 282 | +2,551 | New | Q4 2025 | Feb 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 2,495 | 56 | 0.03% | 0.03% | 283 | -4 | -0.16% | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,236 | 50 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,780 | 40 | 0.0% | 0.0% | 285 | -78 | -4.2% | Q4 2025 | Feb 06, 2026 |
| Central Pacific Bank - Trust Division | History | New | 1,555 | 35 | 0.0% | — | 286 | +1,555 | New | Q4 2025 | Jan 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,423 | 32 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 1,145 | 25 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,042 | 23 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | New | 1,012 | 22 | 0.0% | — | 290 | +1,012 | New | Q4 2025 | Jan 26, 2026 |
| Front Row Advisors LLC | History | New | 900 | 20 | 0.01% | — | 291 | +900 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | New | 509 | 11 | 0.0% | — | 292 | +509 | New | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | No change | 438 | 9 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 366 | 8 | 0.0% | — | 294 | +366 | New | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | New | 338 | 7 | 0.0% | — | 296 | +338 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 325 | 7 | 0.0% | — | 295 | +325 | New | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 273 | 6 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CKW FINANCIAL GROUP | History | New | 214 | 5 | 0.0% | — | 298 | +214 | New | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | No change | 261 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 137 | 3 | 0.0% | — | 300 | +137 | New | Q4 2025 | Jan 22, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 92 | 2 | 0.0% | — | 301 | +92 | New | Q4 2025 | Jan 22, 2026 |
| Evolution Advisers, Inc. | History | No change | 80 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -928,603 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.34% | — | -874,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -53,614 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,435 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,924 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,550 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,399 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GM Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,611 | -100.0% | Q3 2025 | Nov 19, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,743 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.27% | — | -9,248 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,211 | -100.0% | Q3 2025 | Nov 10, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,784 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Trust Co | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 09, 2026 |