Capital Group Fixed Income ETF Trust - CGHM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 63,675,196 | 1,646,003 | 0.34% | 0.36% | 1 | +3,674,367 | 6.12% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,298,153 | 343,757 | 0.08% | 0.08% | 2 | +1,227,406 | 10.17% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 6,046,346 | 156,298 | 0.04% | 0.03% | 3 | +1,366,738 | 29.21% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 2,868,376 | 74,147 | 0.07% | 0.07% | 4 | +368,568 | 14.74% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,025,739 | 52,365 | 0.12% | 0.12% | 5 | +177,429 | 9.6% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,550,140 | 40,071 | 0.38% | 0.44% | 6 | -34 | -0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,404,238 | 36,300 | 0.01% | 0.0% | 7 | +431,092 | 44.3% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,390,783 | 35,951 | 0.07% | 0.08% | 8 | +217,189 | 18.51% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 1,335,444 | 34,521 | 0.06% | 0.06% | 9 | +135,866 | 11.33% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,204,975 | 31,148 | 0.01% | 0.01% | 10 | +450,300 | 59.67% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,102,681 | 28,504 | 0.06% | 0.06% | 11 | +175,273 | 18.9% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 913,813 | 23,622 | 0.03% | 0.02% | 12 | +356,823 | 64.06% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 881,123 | 22,777 | 0.01% | 0.01% | 13 | +379,118 | 75.52% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 852,417 | 22,111 | 0.01% | 0.01% | 14 | +320,687 | 60.31% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 847,522 | 21,908 | 0.03% | 0.04% | 15 | -157,583 | -15.68% | Q2 2026 | Jul 29, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 819,408 | 21,181 | 1.05% | 0.99% | 16 | +100,186 | 13.93% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 766,284 | 19,808 | 0.02% | 0.02% | 17 | +83,173 | 12.18% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 764,039 | 19,750 | 0.15% | 0.16% | 18 | +34,963 | 4.8% | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 695,835 | 17,987 | 0.51% | 0.66% | 19 | +25,210 | 3.76% | Q2 2026 | Jul 22, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 580,244 | 14,999 | 2.83% | 3.3% | 20 | -2 | -0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 505,492 | 13,066 | 0.04% | 0.04% | 21 | +66,571 | 15.17% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 496,159 | 12,825 | 0.15% | 0.16% | 22 | +53,432 | 12.07% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 472,742 | 12,220 | 0.11% | 0.1% | 23 | +92,511 | 24.33% | Q2 2026 | Jul 24, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 472,102 | 12,203 | 0.17% | 0.16% | 24 | +94,820 | 25.13% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 409,155 | 10,576 | 0.05% | 0.05% | 25 | +12,571 | 3.17% | Q2 2026 | Aug 13, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 392,344 | 10,142 | 2.47% | 2.69% | 26 | +4,551 | 1.17% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 356,104 | 9,205 | 0.04% | 0.04% | 27 | +51,319 | 16.84% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 337,790 | 8,731 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 320,876 | 8,294 | 0.44% | 0.44% | 29 | +44,043 | 15.91% | Q2 2026 | Jul 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 309,331 | 7,996 | 0.08% | 0.09% | 30 | +14,228 | 4.82% | Q2 2026 | Aug 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 294,526 | 7,613 | 0.01% | 0.01% | 31 | +113,080 | 62.32% | Q2 2026 | Aug 14, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 290,676 | 7,513 | 0.39% | 0.28% | 32 | +96,299 | 49.54% | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 289,402 | 7,481 | 0.09% | 0.03% | 33 | +214,273 | 285.21% | Q2 2026 | Jul 22, 2026 |
| Prentice Wealth Management LLC | History | Added to | 267,660 | 6,919 | 1.43% | 1.19% | 34 | +60,217 | 29.03% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 251,000 | 6,488 | 0.04% | 0.03% | 35 | +77,510 | 44.68% | Q2 2026 | Jul 20, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 241,975 | 6,255 | 3.61% | 3.51% | 36 | +18,855 | 8.45% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 232,676 | 6,014 | 0.09% | 0.08% | 37 | +67,545 | 40.9% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 214,471 | 5,544 | 0.0% | 0.0% | 38 | +178,970 | 504.13% | Q2 2026 | Aug 14, 2026 |
| Platt Wealth Management LLC | History | Added to | 212,617 | 5,496 | 4.42% | 4.82% | 39 | +17,358 | 8.89% | Q2 2026 | Jul 31, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 208,098 | 5,379 | 1.02% | 1.03% | 40 | +9,586 | 4.83% | Q2 2026 | Jul 15, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 207,624 | 5,367 | 0.82% | 0.81% | 41 | +15,938 | 8.31% | Q2 2026 | Jul 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 199,062 | 5,145 | 0.05% | 0.05% | 42 | +34,492 | 20.96% | Q2 2026 | Jul 27, 2026 |
| SEI INVESTMENTS CO | History | Added to | 191,440 | 4,948 | 0.0% | 0.0% | 43 | +30,343 | 18.84% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 187,286 | 4,842 | 0.11% | 0.09% | 44 | +54,387 | 40.92% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 185,414 | 4,792 | 0.0% | 0.0% | 45 | +2,910 | 1.59% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 162,473 | 4,199 | 0.01% | 0.01% | 46 | +4,855 | 3.08% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 159,791 | 4,130 | 0.28% | 0.16% | 47 | +99,406 | 164.62% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 153,934 | 3,979 | 0.0% | — | 48 | +153,934 | New | Q2 2026 | Aug 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 140,319 | 3,627 | 1.11% | 1.0% | 49 | +25,842 | 22.57% | Q2 2026 | Jul 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 136,957 | 3,540 | 0.3% | 0.23% | 50 | +30,256 | 28.36% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 134,990 | 3,489 | 0.07% | 0.06% | 51 | +15,339 | 12.82% | Q2 2026 | Jul 09, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 127,513 | 3,296 | 0.33% | 0.37% | 52 | -5,339 | -4.02% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 124,944 | 3,229 | 0.0% | 0.0% | 53 | -28,834 | -18.75% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 124,329 | 3,213 | 0.0% | 0.0% | 54 | -17,054 | -12.06% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 120,587 | 3,129 | 0.01% | 0.01% | 55 | +14,560 | 13.73% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 119,731 | 3,095 | 0.03% | 0.01% | 56 | +101,927 | 572.49% | Q2 2026 | Aug 12, 2026 |
| Elequin Capital, LP | History | New | 97,437 | 2,518 | 0.08% | — | 57 | +97,437 | New | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 87,436 | 2,260 | 0.14% | 0.11% | 58 | -19,294 | -18.08% | Q2 2026 | Aug 04, 2026 |
| Boulder Wealth Advisors, LLC | History | New | 87,133 | 2,252 | 0.82% | — | 59 | +87,133 | New | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 85,807 | 2,218 | 0.07% | 0.12% | 60 | -508 | -0.59% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Added to | 83,729 | 2,164 | 0.0% | 0.0% | 61 | +24,996 | 42.56% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 82,455 | 2,131 | 0.01% | 0.01% | 62 | +12,703 | 18.21% | Q2 2026 | Aug 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 78,739 | 2,035 | 1.12% | 0.46% | 63 | +47,927 | 155.55% | Q2 2026 | Jul 24, 2026 |
| RFP Financial Group LLC | History | Reduced | 75,330 | 1,947 | 0.87% | 1.16% | 64 | -9,276 | -10.96% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 72,788 | 1,882 | 0.05% | 0.05% | 65 | +2,089 | 2.95% | Q2 2026 | Jul 28, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 70,040 | 1,810 | 0.89% | 0.11% | 66 | +61,626 | 732.42% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 68,832 | 1,779 | 0.01% | 0.01% | 67 | +18,944 | 37.97% | Q2 2026 | Aug 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 68,175 | 1,762 | 0.12% | 0.12% | 68 | +8,735 | 14.7% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Added to | 67,987 | 1,757 | 0.11% | 0.12% | 69 | +2,329 | 3.55% | Q2 2026 | Aug 05, 2026 |
| Fjell Capital, LLC | History | Added to | 67,520 | 1,745 | 1.19% | 1.12% | 70 | +9,995 | 17.38% | Q2 2026 | Jul 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 67,098 | 1,734 | 0.29% | 0.29% | 71 | +7,052 | 11.74% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 66,469 | 1,718 | 0.01% | 0.01% | 72 | +14,554 | 28.03% | Q2 2026 | Jul 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 60,351 | 1,560 | 0.07% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 57,761 | 1,493 | 0.11% | 0.12% | 74 | +3,458 | 6.37% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 55,805 | 1,442 | 0.05% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 54,624 | 1,412 | 0.18% | 0.17% | 76 | +9,553 | 21.2% | Q2 2026 | Jul 07, 2026 |
| Apella Capital, LLC | History | Added to | 54,456 | 1,408 | 0.02% | 0.02% | 77 | +3,732 | 7.36% | Q2 2026 | Jul 08, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 53,221 | 1,375 | 0.21% | 0.17% | 78 | +13,174 | 32.9% | Q2 2026 | Jul 29, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 52,820 | 1,365 | 1.04% | 1.12% | 79 | +1,746 | 3.42% | Q2 2026 | Aug 03, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 51,982 | 1,343 | 0.34% | 0.52% | 80 | +10,140 | 24.23% | Q2 2026 | Jul 28, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 50,804 | 1,313 | 1.07% | 0.97% | 81 | +11,157 | 28.14% | Q2 2026 | Aug 06, 2026 |
| Financial Connections Group, Inc. | History | No change | 50,510 | 1,278 | 0.44% | 0.44% | 82 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 48,967 | 1,265 | 0.0% | 0.0% | 83 | +13,602 | 38.46% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 48,908 | 1,264 | 0.06% | 0.06% | 84 | +7,391 | 17.8% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | New | 47,577 | 1,229 | 0.02% | — | 85 | +47,577 | New | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 44,776 | 1,157 | 0.02% | 0.01% | 86 | +33,026 | 281.07% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 44,344 | 1,146 | 0.07% | 0.06% | 87 | +8,949 | 25.28% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 43,659 | 1,128 | 0.02% | 0.03% | 88 | -22,265 | -33.77% | Q2 2026 | Aug 12, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 43,628 | 1,127 | 0.52% | 0.55% | 89 | +226 | 0.52% | Q2 2026 | Jul 30, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 41,984 | 1,085 | 0.04% | 0.05% | 90 | +12,110 | 40.54% | Q2 2026 | Jul 24, 2026 |
| Entruity Wealth, LLC | History | New | 41,340 | 1,068 | 0.69% | — | 91 | +41,340 | New | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | New | 38,300 | 990 | 0.01% | — | 92 | +38,300 | New | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 35,422 | 915 | 0.03% | 0.02% | 93 | +2,484 | 7.54% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 35,324 | 913 | 0.02% | 0.01% | 94 | +12,131 | 52.3% | Q2 2026 | Jul 20, 2026 |
| EnRich Financial Partners LLC | History | Added to | 33,861 | 875 | 0.21% | 0.19% | 95 | +4,993 | 17.3% | Q2 2026 | Jul 27, 2026 |
| VestGen Investment Management | History | Added to | 33,194 | 858 | 0.46% | 0.43% | 96 | +2,061 | 6.62% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 32,796 | 847 | 0.01% | 0.01% | 97 | +5,358 | 19.53% | Q2 2026 | Sep 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,623 | 843 | 0.01% | 0.01% | 98 | +314 | 0.97% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 30,500 | 788 | 0.1% | 0.14% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nautilus Advisors LLC | History | Added to | 30,059 | 776 | 0.46% | 0.47% | 100 | +2,905 | 10.7% | Q2 2026 | Jul 14, 2026 |
| World Investment Advisors | History | Added to | 29,337 | 743 | 0.01% | 0.01% | 101 | +41 | 0.14% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | Added to | 28,469 | 735 | 0.02% | 0.02% | 102 | +2,667 | 10.34% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28,334 | 733 | 0.02% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,260 | 731 | 0.0% | 0.0% | 104 | +8,916 | 46.09% | Q2 2026 | Aug 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 28,251 | 730 | 0.23% | 0.24% | 105 | +6,364 | 29.08% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | New | 28,022 | 724 | 0.0% | — | 106 | +28,022 | New | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,002 | 619 | 0.0% | 0.0% | 107 | +16,086 | 203.21% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | Added to | 23,542 | 609 | 0.0% | 0.0% | 108 | +4,694 | 24.9% | Q2 2026 | Aug 14, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 23,202 | 599 | 0.17% | 0.19% | 109 | +216 | 0.94% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,646 | 585 | 0.0% | 0.0% | 110 | +11,801 | 108.82% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | Added to | 22,114 | 571 | 0.01% | 0.01% | 111 | +2,652 | 13.63% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Added to | 21,982 | 568 | 0.01% | 0.01% | 112 | +3,080 | 16.29% | Q2 2026 | Jul 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 21,967 | 567 | 0.06% | — | 113 | +21,967 | New | Q2 2026 | Jul 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 21,516 | 556 | 0.02% | 0.02% | 114 | +221 | 1.04% | Q2 2026 | Jul 27, 2026 |
| Walleye Partners, LLC | History | Added to | 21,180 | 547 | 0.62% | 0.54% | 115 | +3,749 | 21.51% | Q2 2026 | Jul 24, 2026 |
| Apollon Financial, LLC | History | New | 21,160 | 546 | 0.06% | — | 117 | +21,160 | New | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 21,148 | 546 | 0.01% | 0.01% | 116 | -9,910 | -31.91% | Q2 2026 | Jul 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 20,705 | 535 | 0.03% | 0.03% | 118 | +4,490 | 27.69% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 20,522 | 530 | 0.0% | 0.0% | 119 | -965 | -4.49% | Q2 2026 | Aug 14, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | No change | 19,531 | 504 | 0.34% | 0.39% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisory Services Network, LLC | History | New | 19,480 | 503 | 0.01% | — | 121 | +19,480 | New | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 19,476 | 503 | 0.01% | — | 122 | +19,476 | New | Q2 2026 | Aug 10, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | New | 19,330 | 499 | 0.26% | — | 123 | +19,330 | New | Q2 2026 | Jul 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 18,485 | 477 | 0.04% | 0.04% | 124 | +3,935 | 27.04% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,261 | 472 | 0.01% | 0.01% | 125 | -47 | -0.26% | Q2 2026 | Jul 31, 2026 |
| Northwest Financial Advisors | History | New | 18,208 | 470 | 0.06% | — | 126 | +18,208 | New | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,135 | 468 | 0.03% | 0.03% | 127 | +4,335 | 31.41% | Q2 2026 | Jul 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 17,631 | 455 | 0.01% | 0.01% | 128 | +3,707 | 26.62% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 17,128 | 440 | 0.06% | 0.06% | 129 | +1,640 | 10.59% | Q2 2026 | Aug 06, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 16,900 | 436 | 0.18% | 0.21% | 130 | +400 | 2.42% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 16,890 | 431 | 0.01% | — | 133 | +16,890 | New | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Reduced | 16,697 | 431 | 0.0% | 0.01% | 131 | -1,758 | -9.53% | Q2 2026 | Aug 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 16,890 | 431 | 0.01% | 0.01% | 132 | -932 | -5.23% | Q2 2026 | Jul 29, 2026 |
| Latitude Advisors, LLC | History | Added to | 16,650 | 430 | 0.17% | 0.12% | 134 | +6,091 | 57.69% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 16,513 | 426 | 0.02% | 0.01% | 135 | +5,451 | 49.28% | Q2 2026 | Jul 23, 2026 |
| BCS Wealth Management | History | Added to | 16,500 | 426 | 0.08% | 0.08% | 136 | +108 | 0.66% | Q2 2026 | Jul 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,449 | 425 | 0.01% | 0.01% | 137 | +389 | 2.42% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,193 | 418 | 0.02% | 0.02% | 138 | +1,421 | 9.62% | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 16,130 | 416 | 0.05% | — | 140 | +16,130 | New | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,104 | 416 | 0.0% | 0.0% | 139 | +6,636 | 70.09% | Q2 2026 | Jul 17, 2026 |
| Freedom Financial Partners LLC | History | Added to | 14,014 | 362 | 0.12% | 0.12% | 141 | +459 | 3.39% | Q2 2026 | Aug 06, 2026 |
| Vantus Wealth LLC | History | New | 13,815 | 357 | 0.19% | — | 142 | +13,815 | New | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | New | 13,754 | 356 | 0.02% | — | 143 | +13,754 | New | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 13,716 | 354 | 0.04% | — | 144 | +13,716 | New | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,335 | 344 | 0.0% | 0.0% | 145 | +2,570 | 23.87% | Q2 2026 | Aug 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,091 | 338 | 0.01% | 0.03% | 146 | -55,498 | -80.91% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,877 | 333 | 0.02% | 0.03% | 147 | -2,023 | -13.58% | Q2 2026 | Jul 22, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 12,757 | 329 | 0.08% | — | 148 | +12,757 | New | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | New | 12,460 | 322 | 0.0% | — | 149 | +12,460 | New | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,036 | 311 | 0.0% | 0.0% | 150 | +569 | 4.96% | Q2 2026 | Jul 20, 2026 |
| Evergreen Wealth Partners LLC | History | New | 11,781 | 304 | 0.18% | — | 151 | +11,781 | New | Q2 2026 | Aug 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 11,651 | 301 | 0.1% | 0.11% | 152 | +1,562 | 15.48% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,582 | 299 | 0.01% | 0.02% | 153 | +155 | 1.36% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,514 | 297 | 0.01% | 0.01% | 154 | +25 | 0.22% | Q2 2026 | Jul 30, 2026 |
| Keystone Financial Group | History | New | 11,303 | 292 | 0.02% | — | 155 | +11,303 | New | Q2 2026 | Jul 29, 2026 |
| LongView Wealth Management | History | Reduced | 11,001 | 284 | 0.07% | 0.26% | 156 | -29,981 | -73.16% | Q2 2026 | Jul 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 10,912 | 282 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Planning LLC | History | Reduced | 10,785 | 278 | 0.08% | 0.17% | 158 | -9,337 | -46.4% | Q2 2026 | Jul 22, 2026 |
| Carson Advisory Inc. | History | Added to | 10,634 | 274 | 0.13% | 0.14% | 159 | +103 | 0.98% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,555 | 272 | 0.01% | 0.01% | 160 | +13 | 0.12% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 10,270 | 265 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, LLC | History | New | 10,189 | 263 | 0.01% | — | 162 | +10,189 | New | Q2 2026 | Aug 14, 2026 |
| Horizon Wealth Management, LLC | History | New | 9,913 | 256 | 0.03% | — | 163 | +9,913 | New | Q2 2026 | Aug 06, 2026 |
| Synergy Investment Management, LLC | History | No change | 9,750 | 252 | 0.06% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 9,300 | 240 | 0.13% | 0.18% | 165 | +412 | 4.64% | Q2 2026 | Aug 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 9,271 | 239 | 0.05% | 0.05% | 166 | +240 | 2.66% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,026 | 233 | 0.0% | — | 167 | +9,026 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 9,018 | 233 | 0.0% | — | 168 | +9,018 | New | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | New | 8,935 | 230 | 0.03% | — | 169 | +8,935 | New | Q2 2026 | Jul 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,473 | 219 | 0.01% | 0.02% | 170 | -1,650 | -16.3% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 8,357 | 216 | 0.01% | — | 171 | +8,357 | New | Q2 2026 | Aug 13, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 9,968 | 215 | 0.17% | 0.63% | 172 | -16,141 | -61.82% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | New | 8,427 | 215 | 0.02% | — | 173 | +8,427 | New | Q2 2026 | Jul 29, 2026 |
| WNY Asset Management, LLC | History | Added to | 8,259 | 213 | 0.02% | 0.02% | 174 | +85 | 1.04% | Q2 2026 | Aug 17, 2026 |
| Members Advisory Group LLC | History | New | 8,124 | 210 | 0.06% | — | 175 | +8,124 | New | Q2 2026 | Jul 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,024 | 207 | 0.01% | 0.0% | 176 | +3,293 | 69.6% | Q2 2026 | Aug 11, 2026 |
| Strategic Blueprint, LLC | History | New | 7,869 | 203 | 0.01% | — | 178 | +7,869 | New | Q2 2026 | Jul 23, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 7,882 | 203 | 0.04% | 0.04% | 177 | +74 | 0.95% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,910 | 178 | 0.0% | 0.0% | 179 | +1,600 | 30.13% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 4,110 | 106 | 0.0% | 0.0% | 180 | +109 | 2.72% | Q2 2026 | Aug 03, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,380 | 87 | 0.02% | 0.02% | 181 | +13 | 0.39% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | Added to | 2,010 | 51 | 0.0% | — | 182 | +2,009 | 200900.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,748 | 45 | 0.0% | 0.0% | 183 | +1,510 | 634.45% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | New | 1,594 | 41 | 0.0% | — | 184 | +1,594 | New | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,318 | 34 | 0.0% | 0.0% | 185 | +1,143 | 653.14% | Q2 2026 | Jul 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 902 | 23 | 0.01% | — | 186 | +902 | New | Q2 2026 | Aug 13, 2026 |
| Kings Path Partners LLC | History | New | 783 | 20 | 0.01% | — | 187 | +783 | New | Q2 2026 | Jul 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 507 | 13 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | No change | 354 | 9 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 319 | 8 | 0.0% | — | 190 | +319 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 305 | 7 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 257 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 174 | 4 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | New | 78 | 2 | 0.0% | — | 195 | +78 | New | Q2 2026 | Jul 24, 2026 |
| Essential Investment Partners LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,643 | -100.0% | Q2 2026 | Jul 24, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -11,106 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Synergy Financial Group, LTD | History | Closed out | 0 | 0 | — | 0.2% | — | -10,373 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,958 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -957 | -100.0% | Q2 2026 | Aug 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -430 | -100.0% | Q2 2026 | Jul 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -421 | -100.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | Reduced | 19 | 0 | — | 0.0% | — | -336 | -94.65% | Q2 2026 | Aug 13, 2026 |