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 | 60,000,829 | 1,519,220 | 0.36% | 0.24% | 1 | +637,788 | 1.07% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,070,747 | 305,631 | 0.08% | 0.08% | 2 | +1,470,367 | 13.87% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 4,679,608 | 118,487 | 0.03% | 0.02% | 3 | +1,702,709 | 57.2% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 2,499,808 | 63,295 | 0.07% | 0.06% | 4 | +370,741 | 17.41% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,848,310 | 46,799 | 0.12% | 0.11% | 5 | +204,428 | 12.44% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,550,174 | 39,250 | 0.44% | 0.48% | 6 | +163,263 | 11.77% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,199,578 | 30,373 | 0.06% | 0.06% | 7 | +70,900 | 6.28% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,173,594 | 29,715 | 0.08% | 0.08% | 8 | -67,929 | -5.47% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,005,105 | 25,449 | 0.04% | 0.03% | 9 | +246,578 | 32.51% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 973,146 | 24,640 | 0.0% | 0.0% | 10 | +163,290 | 20.16% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 927,408 | 23,482 | 0.06% | 0.04% | 11 | +203,278 | 28.07% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 754,675 | 19,108 | 0.01% | 0.0% | 12 | +234,742 | 45.15% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 729,076 | 18,460 | 0.16% | 0.13% | 13 | +33,304 | 4.79% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 719,222 | 18,210 | 0.99% | 0.94% | 14 | +74,709 | 11.59% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 683,111 | 17,296 | 0.02% | 0.02% | 15 | +95,283 | 16.21% | Q1 2026 | Apr 27, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 670,625 | 16,980 | 0.66% | 0.74% | 16 | -28,321 | -4.05% | Q1 2026 | May 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 580,246 | 14,666 | 3.3% | 3.15% | 17 | +52,924 | 10.04% | Q1 2026 | May 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 556,990 | 14,103 | 0.02% | 0.02% | 18 | -95,389 | -14.62% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 531,730 | 13,431 | 0.01% | 0.0% | 19 | +299,916 | 129.38% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 502,005 | 12,710 | 0.01% | 0.0% | 20 | +262,227 | 109.36% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 442,727 | 11,209 | 0.16% | 0.15% | 21 | +64,458 | 17.04% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 438,921 | 11,113 | 0.04% | 0.01% | 22 | +367,340 | 513.18% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 396,584 | 10,041 | 0.05% | 0.05% | 23 | +37,887 | 10.56% | Q1 2026 | May 08, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 387,793 | 9,818 | 2.69% | 1.96% | 24 | +110,727 | 39.96% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 380,231 | 9,627 | 0.1% | 0.08% | 25 | +106,176 | 38.74% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 377,282 | 9,552 | 0.16% | 0.1% | 26 | +131,662 | 53.6% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 337,790 | 8,552 | 0.0% | — | 27 | +337,790 | New | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 304,785 | 7,717 | 0.04% | 0.03% | 28 | -26,223 | -7.92% | Q1 2026 | Apr 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 295,103 | 7,472 | 0.09% | 0.06% | 29 | +107,821 | 57.57% | Q1 2026 | May 01, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 276,833 | 7,009 | 0.44% | 0.4% | 30 | +32,786 | 13.43% | Q1 2026 | Apr 27, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 223,120 | 5,649 | 3.51% | 3.52% | 31 | +3,205 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Prentice Wealth Management LLC | History | Added to | 207,443 | 5,252 | 1.19% | 1.0% | 32 | +35,973 | 20.98% | Q1 2026 | Apr 17, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 198,512 | 5,026 | 1.03% | 1.18% | 33 | -21,397 | -9.73% | Q1 2026 | Apr 20, 2026 |
| Platt Wealth Management LLC | History | Added to | 195,259 | 4,943 | 4.82% | 4.4% | 34 | +21,004 | 12.05% | Q1 2026 | May 01, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 194,377 | 4,921 | 0.28% | 0.22% | 35 | +33,387 | 20.74% | Q1 2026 | Apr 29, 2026 |
| Clear Trail Advisors, LLC | History | New | 191,686 | 4,853 | 0.81% | — | 36 | +191,686 | New | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 182,504 | 4,621 | 0.0% | 0.0% | 37 | +153,014 | 518.87% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 181,446 | 4,594 | 0.01% | 0.0% | 38 | +94,284 | 108.17% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 173,490 | 4,393 | 0.03% | — | 39 | +173,490 | New | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 165,131 | 4,181 | 0.08% | — | 40 | +165,131 | New | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 164,570 | 4,166 | 0.05% | 0.03% | 41 | +70,254 | 74.49% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 161,097 | 4,079 | 0.0% | 0.0% | 42 | +35,416 | 28.18% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 157,618 | 3,990 | 0.01% | 0.01% | 43 | +14,658 | 10.25% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 153,778 | 3,893 | 0.0% | 0.0% | 44 | -20,657 | -11.84% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 141,383 | 3,579 | 0.0% | 0.0% | 45 | -60,875 | -30.1% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 132,899 | 3,365 | 0.09% | 0.08% | 46 | +24,310 | 22.39% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 132,852 | 3,363 | 0.37% | 0.21% | 47 | +56,887 | 74.89% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 119,651 | 3,029 | 0.06% | 0.06% | 48 | +7,130 | 6.34% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 114,477 | 2,898 | 1.0% | 0.88% | 49 | +15,693 | 15.89% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 106,730 | 2,702 | 0.11% | 0.1% | 50 | +71,709 | 204.76% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 106,701 | 2,701 | 0.23% | 0.1% | 51 | +58,834 | 122.91% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 106,027 | 2,687 | 0.01% | 0.01% | 52 | +8,987 | 9.26% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 86,315 | 2,185 | 0.12% | 0.12% | 53 | +8,890 | 11.48% | Q1 2026 | Apr 30, 2026 |
| RFP Financial Group LLC | History | Added to | 84,606 | 2,142 | 1.16% | 1.02% | 54 | +985 | 1.18% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 75,129 | 1,902 | 0.03% | — | 55 | +75,129 | New | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 70,699 | 1,790 | 0.05% | 0.05% | 56 | +2,264 | 3.31% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 69,752 | 1,766 | 0.01% | 0.0% | 57 | +32,283 | 86.16% | Q1 2026 | Jun 02, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 68,589 | 1,736 | 0.03% | — | 58 | +68,589 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 65,924 | 1,669 | 0.03% | 0.03% | 59 | +3,769 | 6.06% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 65,658 | 1,662 | 0.12% | 0.11% | 60 | +9,347 | 16.6% | Q1 2026 | Apr 22, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 60,385 | 1,528 | 0.16% | 0.12% | 62 | +18,006 | 42.49% | Q1 2026 | Apr 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 60,351 | 1,528 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 60,046 | 1,520 | 0.29% | 0.23% | 63 | +15,419 | 34.55% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 59,440 | 1,505 | 0.12% | 0.11% | 64 | +5,463 | 10.12% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 58,733 | 1,487 | 0.0% | 0.0% | 65 | +33,178 | 129.83% | Q1 2026 | May 15, 2026 |
| Fjell Capital, LLC | History | New | 57,525 | 1,456 | 1.12% | — | 66 | +57,525 | New | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 55,805 | 1,412 | 0.06% | 0.03% | 67 | +29,517 | 112.28% | Q1 2026 | Apr 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 54,303 | 1,374 | 0.12% | 0.16% | 68 | +1,685 | 3.2% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 51,915 | 1,314 | 0.01% | 0.01% | 69 | -1,731 | -3.23% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | New | 50,724 | 1,302 | 0.02% | — | 70 | +50,724 | New | Q1 2026 | Apr 20, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 51,074 | 1,293 | 1.12% | 1.04% | 71 | +5,061 | 11.0% | Q1 2026 | Apr 23, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 50,510 | 1,278 | 0.44% | 0.45% | 72 | -438 | -0.86% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,888 | 1,271 | 0.01% | 0.0% | 73 | +35,276 | 241.42% | Q1 2026 | May 15, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 45,071 | 1,141 | 0.17% | 0.14% | 74 | +7,779 | 20.86% | Q1 2026 | Apr 09, 2026 |
| Main Line Retirement Advisors, LLC | History | New | 43,402 | 1,098 | 0.55% | — | 75 | +43,402 | New | Q1 2026 | Apr 21, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 41,842 | 1,059 | 0.52% | 0.23% | 76 | +9,421 | 29.06% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 41,517 | 1,051 | 0.06% | 0.03% | 77 | +18,725 | 82.16% | Q1 2026 | May 13, 2026 |
| LongView Wealth Management | History | Reduced | 40,982 | 1,049 | 0.26% | 0.3% | 78 | -8,282 | -16.81% | Q1 2026 | Apr 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 40,047 | 1,013 | 0.17% | — | 79 | +40,047 | New | Q1 2026 | Apr 29, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 39,647 | 1,003 | 0.97% | 0.75% | 80 | +9,968 | 33.59% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 35,501 | 898 | 0.0% | — | 81 | +35,500 | 3550000.0% | Q1 2026 | May 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 35,395 | 896 | 0.06% | 0.08% | 82 | +2,353 | 7.12% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,365 | 895 | 0.0% | 0.0% | 83 | +2,984 | 9.22% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 32,938 | 842 | 0.02% | — | 84 | +32,938 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,309 | 818 | 0.01% | 0.02% | 85 | +244 | 0.76% | Q1 2026 | May 18, 2026 |
| VestGen Investment Management | History | Reduced | 31,133 | 788 | 0.43% | 0.45% | 86 | -1,057 | -3.28% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,058 | 786 | 0.01% | 0.01% | 87 | +1,734 | 5.91% | Q1 2026 | Apr 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 30,812 | 780 | 0.46% | 0.23% | 88 | +15,329 | 99.01% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 30,500 | 772 | 0.14% | 0.14% | 89 | +500 | 1.67% | Q1 2026 | May 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 29,874 | 756 | 0.05% | 0.39% | 90 | +4,092 | 15.87% | Q1 2026 | Apr 16, 2026 |
| World Investment Advisors | History | Added to | 29,296 | 741 | 0.01% | 0.01% | 91 | +5,965 | 25.57% | Q1 2026 | Apr 27, 2026 |
| EnRich Financial Partners LLC | History | Added to | 28,868 | 730 | 0.19% | 0.09% | 92 | +15,950 | 123.47% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 28,334 | 714 | 0.03% | 0.02% | 93 | +3,205 | 12.75% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 27,438 | 694 | 0.01% | 0.01% | 94 | +5,438 | 24.72% | Q1 2026 | May 15, 2026 |
| Nautilus Advisors LLC | History | New | 27,154 | 687 | 0.47% | — | 95 | +27,154 | New | Q1 2026 | Apr 17, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 26,109 | 669 | 0.63% | 1.35% | 96 | -15,319 | -36.98% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 25,802 | 653 | 0.02% | 0.02% | 97 | -171 | -0.66% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 23,193 | 587 | 0.01% | 0.01% | 98 | +12,409 | 115.07% | Q1 2026 | Apr 13, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 22,986 | 582 | 0.19% | 0.24% | 99 | -4,088 | -15.1% | Q1 2026 | Apr 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 21,887 | 554 | 0.24% | 0.24% | 100 | +2,474 | 12.74% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,560 | 549 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 21,643 | 548 | 0.0% | 0.0% | 102 | -1,171 | -5.13% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | New | 21,487 | 544 | 0.0% | — | 103 | +21,487 | New | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 21,295 | 539 | 0.02% | 0.02% | 104 | +207 | 0.98% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | No change | 20,122 | 509 | 0.17% | 0.14% | 105 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 19,531 | 494 | 0.39% | — | 106 | +19,531 | New | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | New | 19,462 | 492 | 0.01% | — | 107 | +19,462 | New | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,344 | 487 | 0.0% | 0.0% | 108 | +5,572 | 40.46% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 18,902 | 478 | 0.01% | 0.0% | 109 | +2,861 | 17.84% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 18,848 | 477 | 0.0% | 0.0% | 110 | +472 | 2.57% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 18,455 | 470 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 18,308 | 463 | 0.01% | 0.01% | 112 | +6 | 0.03% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,822 | 456 | 0.01% | 0.01% | 113 | +9,779 | 121.58% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 17,804 | 450 | 0.01% | 0.01% | 114 | +2,604 | 17.13% | Q1 2026 | May 15, 2026 |
| Walleye Partners, LLC | History | Added to | 17,431 | 441 | 0.54% | 0.33% | 115 | +5,675 | 48.27% | Q1 2026 | Apr 23, 2026 |
| BCS Wealth Management | History | New | 16,392 | 415 | 0.08% | — | 116 | +16,392 | New | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,215 | 410 | 0.03% | 0.03% | 117 | +1,226 | 8.18% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,060 | 406 | 0.01% | 0.01% | 118 | +5,330 | 49.67% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 15,488 | 396 | 0.06% | 0.06% | 119 | +131 | 0.85% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,900 | 378 | 0.03% | 0.02% | 120 | +1,260 | 9.24% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,772 | 374 | 0.02% | 0.02% | 121 | +248 | 1.71% | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 14,550 | 368 | 0.04% | 0.03% | 122 | +3,514 | 31.84% | Q1 2026 | May 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 13,924 | 352 | 0.01% | 0.01% | 123 | +1,314 | 10.42% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 13,800 | 349 | 0.03% | 0.02% | 124 | +20 | 0.15% | Q1 2026 | May 05, 2026 |
| Freedom Financial Partners LLC | History | Added to | 13,555 | 343 | 0.12% | 0.12% | 125 | +979 | 7.78% | Q1 2026 | Apr 16, 2026 |
| Vantus Wealth LLC | History | No change | 12,362 | 314 | 0.23% | 0.23% | 126 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | New | 11,750 | 297 | 0.01% | — | 127 | +11,750 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,467 | 290 | 0.0% | 0.0% | 129 | +1,311 | 12.91% | Q1 2026 | Apr 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 11,489 | 290 | 0.01% | 0.01% | 128 | -599 | -4.96% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,427 | 289 | 0.02% | 0.03% | 130 | +101 | 0.89% | Q1 2026 | Apr 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,106 | 281 | 0.07% | — | 131 | +11,106 | New | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,062 | 280 | 0.01% | 0.01% | 132 | +227 | 2.1% | Q1 2026 | Apr 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 10,912 | 276 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,845 | 274 | 0.0% | — | 134 | +10,845 | New | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | New | 10,765 | 272 | 0.0% | — | 135 | +10,765 | New | Q1 2026 | May 12, 2026 |
| Latitude Advisors, LLC | History | New | 10,559 | 267 | 0.12% | — | 136 | +10,559 | New | Q1 2026 | Apr 27, 2026 |
| Carson Advisory Inc. | History | Added to | 10,531 | 266 | 0.14% | 0.11% | 137 | +2,205 | 26.48% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,542 | 266 | 0.01% | 0.01% | 138 | -57 | -0.54% | Q1 2026 | May 11, 2026 |
| Synergy Financial Group, LTD | History | New | 10,373 | 262 | 0.2% | — | 139 | +10,373 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 10,270 | 260 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,123 | 256 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 10,089 | 255 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Synergy Investment Management, LLC | History | No change | 9,750 | 246 | 0.08% | 0.09% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,468 | 240 | 0.0% | 0.0% | 144 | +2,445 | 34.81% | Q1 2026 | Apr 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 9,031 | 228 | 0.05% | 0.05% | 145 | +425 | 4.94% | Q1 2026 | Apr 28, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 8,888 | 225 | 0.18% | 0.19% | 146 | +205 | 2.36% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 8,414 | 213 | 0.11% | 0.01% | 147 | +7,586 | 916.18% | Q1 2026 | May 04, 2026 |
| WNY Asset Management, LLC | History | New | 8,174 | 206 | 0.02% | — | 148 | +8,174 | New | Q1 2026 | May 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,916 | 201 | 0.0% | — | 149 | +7,916 | New | Q1 2026 | Apr 08, 2026 |
| Opal Wealth Advisors, LLC | History | New | 7,808 | 197 | 0.04% | — | 150 | +7,808 | New | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 6,066 | 154 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,310 | 134 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,731 | 119 | 0.0% | 0.0% | 153 | -460 | -8.86% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,001 | 101 | 0.0% | 0.0% | 154 | -453 | -10.17% | Q1 2026 | May 13, 2026 |
| MOTCO | History | New | 3,958 | 100 | 0.01% | — | 155 | +3,958 | New | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,367 | 85 | 0.02% | 0.01% | 156 | +2,132 | 172.63% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,907 | 48 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | New | 1,415 | 35 | 0.0% | — | 158 | +1,415 | New | Q1 2026 | May 19, 2026 |
| Wellington Grp LLC | History | No change | 957 | 24 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| PRIVATE TRUST CO NA | History | New | 507 | 12 | 0.0% | — | 160 | +507 | New | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 430 | 10 | 0.0% | — | 162 | +430 | New | Q1 2026 | Apr 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 421 | 10 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Reduced | 354 | 9 | 0.0% | 0.0% | 163 | -8 | -2.21% | Q1 2026 | Apr 06, 2026 |
| UBS Group AG | History | Reduced | 355 | 8 | 0.0% | 0.0% | 164 | -1,489 | -80.75% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 305 | 7 | 0.0% | 0.0% | 165 | +16 | 5.54% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | New | 257 | 6 | 0.0% | — | 167 | +257 | New | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 238 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 174 | 4 | 0.0% | 0.0% | 168 | -1,667 | -90.55% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 175 | 4 | 0.0% | 0.0% | 169 | +1 | 0.57% | Q1 2026 | Apr 07, 2026 |
| Boulder Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -121,969 | -100.0% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,464 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,059 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,015 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,266 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,656 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,613 | -100.0% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,387 | -100.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |