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 | No change | 63,675,196 | 1,646,003 | 0.34% | 0.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,298,153 | 343,757 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 6,046,346 | 156,298 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 2,868,376 | 74,147 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,025,023 | 48,742 | 0.11% | 0.12% | 5 | -716 | -0.04% | Q3 2026 | Nov 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,550,140 | 40,071 | 0.38% | 0.38% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,404,238 | 36,300 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,390,783 | 35,951 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 1,365,203 | 32,860 | 0.06% | 0.06% | 9 | +29,759 | 2.23% | Q3 2026 | Oct 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,204,975 | 31,148 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,102,681 | 28,504 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,004,972 | 24,189 | 0.03% | 0.03% | 12 | +157,450 | 18.58% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 913,813 | 23,622 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 960,512 | 23,119 | 1.05% | 1.05% | 14 | +141,104 | 17.22% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 881,123 | 22,777 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 852,417 | 22,111 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 848,507 | 20,423 | 0.02% | 0.02% | 17 | +82,223 | 10.73% | Q3 2026 | Oct 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 764,039 | 19,750 | 0.15% | 0.15% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 695,835 | 17,987 | 0.51% | 0.51% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 731,072 | 17,596 | 4.13% | 2.47% | 20 | +338,728 | 86.33% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 657,365 | 15,822 | 0.05% | 0.04% | 21 | +151,873 | 30.04% | Q3 2026 | Nov 02, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 642,042 | 15,446 | 2.78% | 2.83% | 22 | +61,798 | 10.65% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 496,159 | 12,825 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 472,742 | 12,220 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 472,102 | 12,203 | 0.17% | 0.17% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 409,155 | 10,576 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 356,104 | 9,205 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 377,526 | 9,087 | 0.1% | 0.09% | 28 | +88,124 | 30.45% | Q3 2026 | Oct 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 363,823 | 8,757 | 0.46% | 0.44% | 29 | +42,947 | 13.38% | Q3 2026 | Oct 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 337,790 | 8,731 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prentice Wealth Management LLC | History | Added to | 332,790 | 8,010 | 1.63% | 1.43% | 31 | +65,130 | 24.33% | Q3 2026 | Oct 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 309,331 | 7,996 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 321,153 | 7,730 | 0.41% | 0.39% | 33 | +30,477 | 10.48% | Q3 2026 | Oct 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 294,526 | 7,613 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platt Wealth Management LLC | History | Added to | 265,989 | 6,402 | 4.98% | 4.42% | 35 | +53,372 | 25.1% | Q3 2026 | Nov 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 254,391 | 6,123 | 0.04% | 0.04% | 36 | +3,391 | 1.35% | Q3 2026 | Oct 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 232,676 | 6,014 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 246,105 | 5,923 | 0.06% | 0.05% | 38 | +47,043 | 23.63% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 214,471 | 5,544 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 212,237 | 5,108 | 0.91% | 1.02% | 40 | +4,139 | 1.99% | Q3 2026 | Oct 16, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 208,684 | 5,023 | 0.76% | 0.82% | 41 | +1,060 | 0.51% | Q3 2026 | Oct 20, 2026 |
| SEI INVESTMENTS CO | History | No change | 191,440 | 4,948 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 187,286 | 4,842 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 185,414 | 4,792 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 162,473 | 4,199 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 159,791 | 4,130 | 0.28% | 0.28% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 153,934 | 3,979 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Management, Inc. | History | No change | 140,319 | 3,627 | 1.11% | 1.11% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 136,957 | 3,540 | 0.3% | 0.3% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 127,513 | 3,296 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 124,944 | 3,229 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 133,956 | 3,224 | 0.05% | 0.07% | 52 | -1,034 | -0.77% | Q3 2026 | Oct 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 124,329 | 3,213 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 120,587 | 3,129 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 119,731 | 3,095 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 120,339 | 2,896 | 1.54% | 3.61% | 56 | -121,636 | -50.27% | Q3 2026 | Nov 02, 2026 |
| Elequin Capital, LP | History | No change | 97,437 | 2,518 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AA Financial Advisors, LLC | History | New | 96,936 | 2,333 | 0.28% | — | 58 | +96,936 | New | Q3 2026 | Oct 19, 2026 |
| Simplicity Wealth,LLC | History | Added to | 95,568 | 2,300 | 0.07% | 0.07% | 59 | +9,761 | 11.38% | Q3 2026 | Oct 23, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 87,436 | 2,260 | 0.14% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 87,133 | 2,252 | 0.82% | 0.82% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 83,729 | 2,164 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 82,455 | 2,131 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 78,739 | 2,035 | 1.12% | 1.12% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Firestone Capital Management | History | New | 81,523 | 1,962 | 0.37% | — | 65 | +81,523 | New | Q3 2026 | Nov 03, 2026 |
| RFP Financial Group LLC | History | No change | 75,330 | 1,947 | 0.87% | 0.87% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fjell Capital, LLC | History | Added to | 78,067 | 1,879 | 1.05% | 1.19% | 67 | +10,547 | 15.62% | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 76,041 | 1,830 | 0.05% | 0.05% | 68 | +3,253 | 4.47% | Q3 2026 | Oct 22, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 74,898 | 1,802 | 0.88% | 0.89% | 69 | +4,858 | 6.94% | Q3 2026 | Oct 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 68,832 | 1,779 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 68,175 | 1,762 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Added to | 73,140 | 1,751 | 0.02% | 0.02% | 72 | +18,684 | 34.31% | Q3 2026 | Oct 08, 2026 |
| GWN SECURITIES INC. | History | No change | 67,098 | 1,734 | 0.29% | 0.29% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 66,469 | 1,718 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 66,865 | 1,609 | 0.4% | 0.34% | 75 | +14,883 | 28.63% | Q3 2026 | Oct 28, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 65,462 | 1,575 | 1.17% | 1.07% | 76 | +14,658 | 28.85% | Q3 2026 | Nov 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 60,351 | 1,560 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICUS CAPITAL | History | Reduced | 64,229 | 1,546 | 0.1% | 0.11% | 78 | -3,758 | -5.53% | Q3 2026 | Nov 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 57,761 | 1,493 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 55,805 | 1,442 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CJM Wealth Advisers, Ltd. | History | New | 59,526 | 1,432 | 0.38% | — | 81 | +59,526 | New | Q3 2026 | Oct 27, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 56,755 | 1,366 | 1.04% | 1.04% | 82 | +3,935 | 7.45% | Q3 2026 | Oct 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 53,996 | 1,299 | 0.2% | 0.21% | 83 | +775 | 1.46% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 48,967 | 1,265 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 48,908 | 1,264 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 51,279 | 1,234 | 0.15% | 0.18% | 86 | -3,345 | -6.12% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 47,577 | 1,229 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 44,776 | 1,157 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 44,344 | 1,146 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 43,659 | 1,128 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entruity Wealth, LLC | History | No change | 41,340 | 1,068 | 0.69% | 0.69% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 43,874 | 1,056 | 0.46% | 0.52% | 92 | +246 | 0.56% | Q3 2026 | Oct 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 42,528 | 1,028 | 0.05% | 0.02% | 93 | +26,015 | 157.54% | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,514 | 923 | 0.0% | 0.0% | 94 | +14,512 | 60.46% | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | No change | 38,300 | 921 | 0.0% | 0.01% | 95 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EnRich Financial Partners LLC | History | Added to | 37,694 | 907 | 0.22% | 0.21% | 96 | +3,833 | 11.32% | Q3 2026 | Oct 21, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Added to | 36,288 | 873 | 0.45% | 0.26% | 97 | +16,958 | 87.73% | Q3 2026 | Oct 19, 2026 |
| VestGen Investment Management | History | No change | 33,194 | 858 | 0.46% | 0.46% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 32,796 | 847 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 32,623 | 843 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 34,876 | 839 | 0.01% | 0.02% | 101 | -448 | -1.27% | Q3 2026 | Oct 16, 2026 |
| Founders Financial Alliance, LLC | History | No change | 30,500 | 788 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 32,400 | 779 | 0.3% | 0.18% | 103 | +15,500 | 91.72% | Q3 2026 | Oct 20, 2026 |
| World Investment Advisors | History | No change | 29,337 | 743 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28,334 | 733 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 28,260 | 731 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 28,251 | 730 | 0.23% | 0.23% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 28,022 | 724 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walleye Partners, LLC | History | Added to | 28,440 | 684 | 0.77% | 0.62% | 109 | +7,260 | 34.28% | Q3 2026 | Oct 13, 2026 |
| Ascent Group, LLC | History | Reduced | 28,070 | 675 | 0.02% | 0.02% | 110 | -399 | -1.4% | Q3 2026 | Oct 30, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 26,667 | 641 | 0.25% | — | 111 | +26,667 | New | Q3 2026 | Oct 09, 2026 |
| Venture Visionary Partners LLC | History | Added to | 25,704 | 618 | 0.02% | 0.02% | 112 | +4,188 | 19.46% | Q3 2026 | Oct 07, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 25,661 | 617 | 0.03% | 0.04% | 113 | -16,323 | -38.88% | Q3 2026 | Nov 03, 2026 |
| MFA Wealth Services | History | New | 25,587 | 615 | 0.36% | — | 114 | +25,587 | New | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Added to | 25,413 | 611 | 0.01% | 0.01% | 115 | +3,431 | 15.61% | Q3 2026 | Oct 15, 2026 |
| Betterment LLC | History | No change | 23,542 | 609 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nautilus Advisors LLC | History | Reduced | 24,500 | 589 | 0.36% | 0.46% | 117 | -5,559 | -18.49% | Q3 2026 | Oct 06, 2026 |
| Apollon Financial, LLC | History | Added to | 24,349 | 586 | 0.07% | 0.06% | 118 | +3,189 | 15.07% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 22,646 | 585 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cooper Financial Group | History | New | 23,623 | 568 | 0.05% | — | 121 | +23,623 | New | Q3 2026 | Oct 07, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 23,634 | 568 | 0.17% | 0.17% | 120 | +432 | 1.86% | Q3 2026 | Oct 26, 2026 |
| Sigma Planning Corp | History | Added to | 23,379 | 562 | 0.01% | 0.01% | 122 | +1,265 | 5.72% | Q3 2026 | Oct 23, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 23,146 | 557 | 0.06% | 0.05% | 123 | +7,016 | 43.5% | Q3 2026 | Oct 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 22,291 | 536 | 0.05% | 0.06% | 124 | +324 | 1.47% | Q3 2026 | Oct 27, 2026 |
| Waverly Advisors, LLC | History | No change | 20,522 | 530 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Financial Advisors | History | Added to | 21,328 | 513 | 0.07% | 0.06% | 126 | +3,120 | 17.14% | Q3 2026 | Oct 27, 2026 |
| Advisory Services Network, LLC | History | No change | 19,480 | 503 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 19,476 | 503 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 19,653 | 473 | 0.03% | 0.03% | 129 | -1,052 | -5.08% | Q3 2026 | Oct 08, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | No change | 19,531 | 470 | 0.31% | 0.34% | 130 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 19,206 | 469 | 0.01% | 0.01% | 131 | +2,316 | 13.71% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 19,206 | 469 | 0.01% | 0.01% | 132 | +2,316 | 13.71% | Q3 2026 | Oct 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,920 | 455 | 0.03% | 0.03% | 133 | +785 | 4.33% | Q3 2026 | Oct 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 18,927 | 455 | 0.01% | 0.01% | 134 | +666 | 3.65% | Q3 2026 | Oct 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,702 | 450 | 0.01% | 0.01% | 135 | +8,147 | 77.19% | Q3 2026 | Nov 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 18,438 | 443 | 0.04% | 0.04% | 136 | -47 | -0.25% | Q3 2026 | Oct 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 16,193 | 418 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,930 | 407 | 0.0% | 0.0% | 138 | +826 | 5.13% | Q3 2026 | Oct 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,679 | 401 | 0.01% | 0.01% | 139 | +230 | 1.4% | Q3 2026 | Oct 13, 2026 |
| BCS Wealth Management | History | No change | 16,500 | 397 | 0.07% | 0.08% | 140 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 16,370 | 394 | 0.01% | — | 141 | +16,370 | New | Q3 2026 | Oct 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 16,055 | 386 | 0.01% | 0.01% | 142 | -1,576 | -8.94% | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 15,667 | 377 | 0.18% | 0.13% | 143 | +6,367 | 68.46% | Q3 2026 | Nov 05, 2026 |
| MSH Capital Advisors LLC | History | New | 15,592 | 375 | 0.06% | — | 144 | +15,592 | New | Q3 2026 | Nov 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,939 | 370 | 0.0% | 0.01% | 145 | -6,209 | -29.36% | Q3 2026 | Nov 04, 2026 |
| Vantus Wealth LLC | History | No change | 13,815 | 357 | 0.19% | 0.19% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,754 | 356 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 13,716 | 354 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 14,332 | 344 | 0.11% | 0.1% | 152 | +2,681 | 23.01% | Q3 2026 | Nov 02, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 14,328 | 344 | 0.08% | 0.08% | 149 | +1,571 | 12.31% | Q3 2026 | Nov 04, 2026 |
| Freedom Financial Partners LLC | History | Added to | 14,323 | 344 | 0.11% | 0.12% | 151 | +309 | 2.2% | Q3 2026 | Oct 19, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 13,335 | 344 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 13,091 | 338 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,975 | 337 | 0.02% | 0.02% | 154 | +1,098 | 8.53% | Q3 2026 | Nov 02, 2026 |
| GSG Advisors LLC | History | New | 13,818 | 332 | 0.07% | — | 155 | +13,818 | New | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 12,460 | 322 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | Added to | 12,616 | 312 | 0.02% | 0.02% | 157 | +4,189 | 49.71% | Q3 2026 | Oct 30, 2026 |
| Merit Financial Group, LLC | History | No change | 12,036 | 311 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 12,711 | 305 | 0.01% | — | 159 | +12,711 | New | Q3 2026 | Oct 23, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 11,781 | 304 | 0.18% | 0.18% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFS Advisors, LLC | History | New | 12,473 | 300 | 0.09% | — | 161 | +12,473 | New | Q3 2026 | Oct 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 11,582 | 299 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 11,514 | 297 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keystone Financial Group | History | No change | 11,303 | 292 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carson Advisory Inc. | History | No change | 10,634 | 274 | 0.13% | 0.13% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWMG, LLC | History | New | 11,120 | 273 | 0.06% | — | 166 | +11,120 | New | Q3 2026 | Oct 23, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 11,019 | 265 | 0.05% | 0.05% | 167 | +1,748 | 18.85% | Q3 2026 | Oct 14, 2026 |
| LongView Wealth Management | History | Added to | 11,022 | 265 | 0.06% | 0.07% | 168 | +21 | 0.19% | Q3 2026 | Oct 19, 2026 |
| Western Wealth Management, LLC | History | No change | 10,189 | 263 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 10,912 | 262 | 0.03% | 0.04% | 170 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Capital Planning LLC | History | No change | 10,785 | 259 | 0.07% | 0.08% | 171 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 10,529 | 253 | 0.02% | 0.02% | 172 | +259 | 2.52% | Q3 2026 | Oct 26, 2026 |
| Synergy Investment Management, LLC | History | No change | 9,750 | 252 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | New | 10,226 | 246 | 0.03% | — | 174 | +10,226 | New | Q3 2026 | Oct 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 9,026 | 233 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 9,018 | 233 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 8,935 | 230 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Reduced | 9,270 | 223 | 0.0% | 0.0% | 178 | -7,427 | -44.48% | Q3 2026 | Oct 28, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 9,166 | 220 | 0.05% | 0.04% | 179 | +1,284 | 16.29% | Q3 2026 | Oct 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 8,473 | 219 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 8,357 | 216 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 9,968 | 215 | 0.17% | 0.17% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WNY Asset Management, LLC | History | No change | 8,259 | 213 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | New | 8,782 | 211 | 0.08% | — | 184 | +8,782 | New | Q3 2026 | Oct 16, 2026 |
| Members Advisory Group LLC | History | No change | 8,124 | 210 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,024 | 207 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 8,357 | 201 | 0.01% | — | 187 | +8,357 | New | Q3 2026 | Nov 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,910 | 178 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DeDora Capital, Inc. | History | New | 4,707 | 113 | 0.03% | — | 189 | +4,707 | New | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 4,110 | 106 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BFC Planning, Inc. | History | No change | 3,400 | 87 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Latitude Advisors, LLC | History | Reduced | 3,599 | 86 | 0.03% | 0.17% | 192 | -13,051 | -78.38% | Q3 2026 | Oct 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,394 | 81 | 0.02% | 0.02% | 193 | +14 | 0.41% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,299 | 55 | 0.0% | 0.0% | 194 | +981 | 74.43% | Q3 2026 | Oct 08, 2026 |
| UMB Private Wealth Management, LLC | History | New | 2,261 | 54 | 0.05% | — | 195 | +2,261 | New | Q3 2026 | Oct 19, 2026 |
| MORGAN STANLEY | History | No change | 2,010 | 51 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | New | 2,066 | 49 | 0.02% | — | 197 | +2,066 | New | Q3 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,890 | 45 | 0.0% | 0.0% | 199 | +1,716 | 986.21% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,748 | 45 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,594 | 41 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,426 | 34 | 0.0% | 0.0% | 201 | +919 | 181.26% | Q3 2026 | Oct 20, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 902 | 23 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Next Level Wealth Planning, LLC | History | New | 931 | 22 | 0.01% | — | 203 | +931 | New | Q3 2026 | Oct 29, 2026 |
| Kings Path Partners LLC | History | Reduced | 717 | 17 | 0.0% | 0.01% | 204 | -66 | -8.43% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 319 | 8 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 257 | 6 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Investment Partners LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -35,422 | -100.0% | Q3 2026 | Oct 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,128 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,913 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,869 | -100.0% | Q3 2026 | Oct 22, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -354 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |