Capital Group Fixed Income ETF Trust - CGMS
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.
Showing first 300 of
377 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 21,684,661 | 592,641 | 0.13% | 0.14% | 1 | +2,781,841 | 14.72% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,954,981 | 272,069 | 0.04% | 0.04% | 2 | +2,590,478 | 35.18% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,076,177 | 248,051 | 0.06% | 0.06% | 3 | +1,259,374 | 16.11% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | Added to | 7,932,936 | 216,807 | 0.01% | 0.01% | 4 | +751,761 | 10.47% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,927,229 | 216,651 | 0.06% | 0.06% | 5 | +928,499 | 13.27% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 6,240,391 | 170,549 | 0.02% | 0.02% | 6 | +621,455 | 11.06% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 5,061,712 | 138,336 | 0.13% | 0.12% | 7 | +765,563 | 17.82% | Q2 2026 | Aug 12, 2026 |
| Capital Advantage, Inc. | History | Added to | 3,791,682 | 103,626 | 12.64% | 8.89% | 8 | +1,292,902 | 51.74% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,334,411 | 91,129 | 0.11% | 0.13% | 9 | -120,961 | -3.5% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,285,180 | 89,786 | 0.11% | 0.11% | 10 | +597,504 | 22.23% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,845,539 | 77,768 | 1.23% | 1.35% | 11 | +107,705 | 3.93% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,326,317 | 63,950 | 0.03% | 0.02% | 12 | +500,847 | 27.44% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,195,645 | 60,007 | 0.05% | 0.05% | 13 | +291,032 | 15.28% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,028,590 | 55,441 | 0.13% | 0.12% | 14 | +297,327 | 17.17% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,845,865 | 50,448 | 0.01% | 0.01% | 15 | +59,027 | 3.3% | Q2 2026 | Aug 14, 2026 |
| Schusterman Interests, LLC | History | New | 1,818,185 | 49,690 | 12.96% | — | 16 | +1,818,185 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,792,846 | 48,998 | 0.1% | 0.1% | 17 | +429,674 | 31.52% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,774,486 | 48,496 | 0.51% | 0.49% | 18 | +248,741 | 16.3% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 1,550,326 | 42,370 | 0.2% | 0.22% | 19 | -10,962 | -0.7% | Q2 2026 | Aug 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,301,349 | 35,500 | 0.06% | 0.07% | 20 | +30,429 | 2.39% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,271,974 | 34,763 | 0.11% | 0.1% | 21 | +284,941 | 28.87% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,136,768 | 31,067 | 0.04% | 0.04% | 22 | +84,470 | 8.03% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,130,597 | 30,786 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 960,524 | 26,250 | 0.24% | 0.2% | 24 | +236,223 | 32.61% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | New | 951,076 | 25,992 | 0.15% | — | 25 | +951,076 | New | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 940,884 | 25,714 | 0.01% | 0.01% | 26 | +86,194 | 10.08% | Q2 2026 | Aug 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 907,530 | 24,802 | 3.34% | 3.45% | 27 | +70,304 | 8.4% | Q2 2026 | Aug 12, 2026 |
| TruWealth Advisors, LLC | History | No change | 870,241 | 23,696 | 1.14% | 1.14% | 28 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 828,507 | 22,643 | 2.25% | 2.1% | 29 | +134,546 | 19.39% | Q2 2026 | Aug 11, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 796,067 | 21,756 | 4.9% | 5.4% | 30 | +7,272 | 0.92% | Q2 2026 | Jul 08, 2026 |
| Winch Advisory Services, LLC | History | Added to | 791,200 | 21,623 | 4.49% | 4.85% | 31 | +11,246 | 1.44% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Added to | 784,662 | 21,568 | 0.09% | 0.08% | 32 | +218,539 | 38.6% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 775,013 | 21,181 | 0.04% | 0.04% | 33 | +153,958 | 24.79% | Q2 2026 | Aug 05, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 768,767 | 21,010 | 3.97% | 4.32% | 34 | +65,080 | 9.25% | Q2 2026 | Jul 31, 2026 |
| Compton Financial Group, LLC | History | Added to | 738,465 | 20,182 | 3.89% | 1.67% | 35 | +461,468 | 166.6% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 729,186 | 19,928 | 0.22% | 0.24% | 36 | +26,086 | 3.71% | Q2 2026 | Jul 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 693,381 | 18,950 | 1.87% | 2.13% | 37 | -14,404 | -2.04% | Q2 2026 | Jul 09, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 679,303 | 18,565 | 10.2% | 10.16% | 38 | +40,913 | 6.41% | Q2 2026 | Jul 24, 2026 |
| Entruity Wealth, LLC | History | Added to | 637,736 | 17,429 | 11.28% | 7.31% | 39 | +242,335 | 61.29% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 627,005 | 17,136 | 0.25% | 0.27% | 40 | +17,679 | 2.9% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 613,158 | 16,757 | 0.05% | 0.05% | 41 | +77,877 | 14.55% | Q2 2026 | Aug 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 599,845 | 16,393 | 1.56% | 1.54% | 42 | +89,111 | 17.45% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Added to | 561,637 | 15,349 | 0.99% | 1.0% | 43 | +64,133 | 12.89% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 556,556 | 15,210 | 0.07% | 0.1% | 44 | -213,894 | -27.76% | Q2 2026 | Jul 27, 2026 |
| KWB Wealth | History | Added to | 527,423 | 14,414 | 1.23% | 0.98% | 45 | +169,146 | 47.21% | Q2 2026 | Jul 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 516,085 | 14,053 | 0.89% | 0.89% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 478,468 | 13,076 | 2.82% | 2.99% | 47 | +24,712 | 5.45% | Q2 2026 | Jul 13, 2026 |
| Markowski Investments | History | New | 471,323 | 12,881 | 2.84% | — | 48 | +471,323 | New | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 455,538 | 12,477 | 0.41% | 0.44% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Souders Financial Advisors | History | Added to | 442,298 | 12,087 | 1.22% | 1.29% | 50 | +28,672 | 6.93% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 422,630 | 11,550 | 0.02% | 0.02% | 51 | +4,826 | 1.16% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 422,551 | 11,548 | 1.04% | 1.26% | 52 | -6,434 | -1.5% | Q2 2026 | Jul 23, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 415,149 | 11,346 | 2.57% | 1.79% | 53 | +189,151 | 83.7% | Q2 2026 | Jul 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 415,111 | 11,344 | 0.16% | 0.19% | 54 | +815 | 0.2% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 412,825 | 11,282 | 0.07% | 0.09% | 55 | +17,316 | 4.38% | Q2 2026 | Sep 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 397,373 | 10,860 | 0.05% | 0.06% | 56 | +20,197 | 5.35% | Q2 2026 | Aug 13, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 393,663 | 10,758 | 1.64% | 1.62% | 57 | +36,439 | 10.2% | Q2 2026 | Jul 21, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 391,822 | 10,706 | 4.61% | 2.76% | 58 | +233,136 | 146.92% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | Added to | 382,360 | 10,459 | 0.01% | 0.01% | 59 | +101,926 | 36.35% | Q2 2026 | Aug 14, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 369,264 | 10,091 | 3.33% | 3.67% | 60 | -3,707 | -0.99% | Q2 2026 | Jul 29, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 368,318 | 10,066 | 0.36% | 0.4% | 61 | -252 | -0.07% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 337,767 | 9,231 | 0.12% | 0.14% | 62 | -6,520 | -1.89% | Q2 2026 | Aug 12, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 323,673 | 8,845 | 4.06% | 4.31% | 63 | +6,695 | 2.11% | Q2 2026 | Jul 30, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 323,447 | 8,839 | 0.11% | 0.15% | 64 | -80,804 | -19.99% | Q2 2026 | Aug 18, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 316,786 | 8,657 | 4.25% | 4.09% | 65 | +19,840 | 6.68% | Q2 2026 | Jul 16, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 313,360 | 8,564 | 2.69% | 3.26% | 66 | -29,953 | -8.72% | Q2 2026 | Jul 20, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 309,593 | 8,461 | 2.08% | 2.25% | 67 | +13,378 | 4.52% | Q2 2026 | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 307,249 | 8,397 | 0.07% | 0.08% | 68 | +36,922 | 13.66% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 297,020 | 8,117 | 0.0% | 0.0% | 69 | +91,815 | 44.74% | Q2 2026 | Sep 02, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 296,159 | 8,094 | 4.42% | 5.92% | 70 | -42,558 | -12.56% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 285,554 | 7,804 | 0.05% | 0.04% | 71 | +69,407 | 32.11% | Q2 2026 | Aug 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 282,400 | 7,717 | 1.6% | 1.58% | 72 | +4,252 | 1.53% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 277,677 | 7,588 | 0.05% | 0.05% | 73 | +35,323 | 14.57% | Q2 2026 | Jul 20, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 269,059 | 7,353 | 5.66% | 5.95% | 74 | +6,951 | 2.65% | Q2 2026 | Aug 13, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 268,461 | 7,337 | 4.62% | 4.23% | 75 | -8,996 | -3.24% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | Reduced | 265,625 | 7,259 | 0.08% | 0.12% | 76 | -78,197 | -22.74% | Q2 2026 | Aug 12, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 258,628 | 7,068 | 6.42% | 6.93% | 77 | +9,304 | 3.73% | Q2 2026 | Jul 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 256,593 | 7,012 | 0.0% | — | 78 | +256,593 | New | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 256,499 | 7,010 | 0.2% | 0.19% | 79 | +44,769 | 21.14% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 245,446 | 6,708 | 0.25% | 0.32% | 80 | +19,096 | 8.44% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 232,863 | 6,364 | 0.06% | 0.06% | 81 | +24,915 | 11.98% | Q2 2026 | Jul 27, 2026 |
| RHL GROUP, LLC | History | Reduced | 231,018 | 6,237 | 5.19% | 10.5% | 82 | -220,588 | -48.85% | Q2 2026 | Aug 03, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 227,854 | 6,227 | 0.18% | 0.24% | 83 | +5,226 | 2.35% | Q2 2026 | Jul 22, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 218,950 | 5,983 | 1.07% | 1.12% | 84 | +24,012 | 12.32% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 215,533 | 5,890 | 0.09% | — | 85 | +215,533 | New | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 208,913 | 5,709 | 0.06% | 0.06% | 86 | +20,854 | 11.09% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | Added to | 208,266 | 5,692 | 0.01% | 0.01% | 87 | +51,926 | 33.21% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 206,345 | 5,639 | 0.34% | 0.35% | 88 | -125,595 | -37.84% | Q2 2026 | Aug 04, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 203,720 | 5,567 | 1.29% | 1.44% | 89 | +2,207 | 1.1% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | Added to | 202,477 | 5,533 | 0.52% | 0.62% | 90 | +2,129 | 1.06% | Q2 2026 | Jul 29, 2026 |
| Vigil Wealth Management, LLC | History | Reduced | 201,042 | 5,494 | 3.92% | 4.63% | 91 | -9,416 | -4.47% | Q2 2026 | Aug 05, 2026 |
| LCW Services, LLC | History | Added to | 199,783 | 5,460 | 2.38% | 2.56% | 92 | +10,646 | 5.63% | Q2 2026 | Jul 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 190,720 | 5,212 | 0.32% | 0.37% | 93 | +5,839 | 3.16% | Q2 2026 | Aug 07, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 185,366 | 5,066 | 3.41% | 3.78% | 94 | +7,956 | 4.48% | Q2 2026 | Jul 13, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 184,511 | 5,042 | 4.35% | 4.37% | 95 | +8,194 | 4.65% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 174,907 | 4,780 | 0.02% | 0.02% | 96 | +28,943 | 19.83% | Q2 2026 | Jul 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 172,912 | 4,725 | 0.01% | 0.0% | 97 | +77,443 | 81.12% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 172,813 | 4,722 | 0.32% | 0.27% | 98 | +75,889 | 78.3% | Q2 2026 | Aug 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 172,616 | 4,717 | 0.92% | 0.71% | 99 | +61,620 | 55.52% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | Added to | 166,474 | 4,549 | 0.01% | 0.01% | 100 | +72,209 | 76.6% | Q2 2026 | Jul 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 163,201 | 4,460 | 0.08% | 0.07% | 101 | +41,315 | 33.9% | Q2 2026 | Aug 14, 2026 |
| LongView Wealth Management | History | Added to | 160,235 | 4,379 | 1.12% | 0.93% | 102 | +26,800 | 20.08% | Q2 2026 | Jul 17, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 157,766 | 4,311 | 1.97% | 2.47% | 103 | -598 | -0.38% | Q2 2026 | Jul 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 156,412 | 4,274 | 0.0% | — | 104 | +156,412 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 152,083 | 4,156 | 0.0% | 0.0% | 105 | +35,759 | 30.74% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | Added to | 151,048 | 4,128 | 0.2% | 0.18% | 106 | +27,981 | 22.74% | Q2 2026 | Aug 11, 2026 |
| Steelhead Wealth Management LLC | History | Added to | 147,429 | 4,029 | 1.62% | 1.79% | 107 | +17,742 | 13.68% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 146,050 | 3,991 | 0.05% | 0.08% | 108 | +6,992 | 5.03% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 145,450 | 3,975 | 0.01% | 0.01% | 109 | +1,195 | 0.83% | Q2 2026 | Aug 14, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 145,115 | 3,965 | 3.03% | 3.29% | 110 | +5,757 | 4.13% | Q2 2026 | Aug 03, 2026 |
| NOVEM GROUP | History | Reduced | 145,056 | 3,964 | 0.4% | 0.52% | 111 | -20,776 | -12.53% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,247 | 3,950 | 0.0% | 0.0% | 112 | +27,146 | 23.18% | Q2 2026 | Aug 12, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 142,560 | 3,896 | 1.07% | 0.58% | 113 | +77,799 | 120.13% | Q2 2026 | Aug 04, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 139,378 | 3,809 | 1.34% | 1.18% | 114 | +29,802 | 27.2% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 136,904 | 3,741 | 0.02% | 0.02% | 115 | -3,084 | -2.2% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | Reduced | 134,007 | 3,662 | 0.12% | 0.14% | 116 | -6,909 | -4.9% | Q2 2026 | Jul 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 129,636 | 3,542 | 0.1% | 0.09% | 117 | +21,091 | 19.43% | Q2 2026 | Jul 07, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 129,390 | 3,536 | 0.24% | 0.22% | 118 | -551 | -0.42% | Q2 2026 | Jul 20, 2026 |
| PFG Advisors | History | Reduced | 129,199 | 3,531 | 0.18% | 0.19% | 119 | -14,230 | -9.92% | Q2 2026 | Jul 16, 2026 |
| Keystone Financial Services, LLC | History | Added to | 128,392 | 3,508 | 2.11% | 2.29% | 120 | +3,527 | 2.82% | Q2 2026 | Jul 24, 2026 |
| Schuylkill Financial LLC | History | New | 124,391 | 3,399 | 3.14% | — | 121 | +124,391 | New | Q2 2026 | Aug 07, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 121,844 | 3,330 | 2.27% | 3.25% | 122 | -28,556 | -18.99% | Q2 2026 | Jul 07, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 117,750 | 3,218 | 0.21% | 0.29% | 123 | -15,202 | -11.43% | Q2 2026 | Aug 14, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 116,265 | 3,165 | 2.1% | 2.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Added to | 115,724 | 3,162 | 0.0% | 0.0% | 125 | +65,816 | 131.87% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 115,907 | 3,160 | 0.38% | — | 126 | +115,907 | New | Q2 2026 | Aug 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 115,558 | 3,158 | 1.79% | — | 127 | +115,558 | New | Q2 2026 | Jul 16, 2026 |
| Synergy Investment Management, LLC | History | Added to | 113,724 | 3,108 | 0.75% | 0.95% | 128 | +6,555 | 6.12% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 113,707 | 3,107 | 0.01% | 0.01% | 129 | +22,043 | 24.05% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 111,890 | 3,057 | 0.05% | 0.05% | 130 | +21,061 | 23.19% | Q2 2026 | Jul 31, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 109,009 | 2,979 | 1.85% | 1.99% | 131 | +6,489 | 6.33% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 108,077 | 2,953 | 0.0% | 0.0% | 132 | -38,436 | -26.23% | Q2 2026 | Aug 14, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 106,902 | 2,926 | 2.47% | 3.78% | 133 | -24,123 | -18.41% | Q2 2026 | Jul 17, 2026 |
| Rubicon Advisors, GP | History | Reduced | 105,834 | 2,892 | 2.11% | 2.65% | 134 | -5,797 | -5.19% | Q2 2026 | Jul 29, 2026 |
| CLG LLC | History | Added to | 104,532 | 2,856 | 0.63% | 0.62% | 135 | +12,574 | 13.67% | Q2 2026 | Jul 16, 2026 |
| Venture Visionary Partners LLC | History | Added to | 103,320 | 2,823 | 0.08% | 0.07% | 136 | +28,109 | 37.37% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 102,695 | 2,806 | 0.01% | 0.0% | 137 | +102,656 | 263220.51% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 101,369 | 2,770 | 0.0% | 0.0% | 138 | +91,387 | 915.52% | Q2 2026 | Aug 14, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Added to | 99,386 | 2,716 | 2.26% | 2.07% | 139 | +21,829 | 28.15% | Q2 2026 | Aug 04, 2026 |
| 5T Wealth, LLC | History | Added to | 99,042 | 2,706 | 1.01% | 1.03% | 140 | +2,842 | 2.95% | Q2 2026 | Jul 21, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 97,908 | 2,675 | 1.24% | 1.17% | 141 | +15,457 | 18.75% | Q2 2026 | Jul 24, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 97,492 | 2,664 | 1.07% | 1.28% | 142 | -7,064 | -6.76% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 95,973 | 2,622 | 0.04% | — | 143 | +95,973 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 94,215 | 2,574 | 0.0% | — | 144 | +94,215 | New | Q2 2026 | Aug 14, 2026 |
| Transcendent Capital Group LLC | History | Added to | 92,626 | 2,531 | 0.98% | 1.13% | 145 | +1,758 | 1.93% | Q2 2026 | Aug 05, 2026 |
| Saiph Capital, LLC | History | Added to | 90,708 | 2,479 | 0.74% | 0.85% | 146 | +8,041 | 9.73% | Q2 2026 | Jul 29, 2026 |
| Jacobi Capital Management LLC | History | Added to | 87,259 | 2,384 | 0.12% | 0.13% | 147 | +1,336 | 1.55% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 84,960 | 2,321 | 0.01% | 0.01% | 148 | +24,537 | 40.61% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 84,229 | 2,301 | 0.11% | 0.1% | 149 | +24,446 | 40.89% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 83,923 | 2,293 | 0.02% | 0.01% | 150 | +59,534 | 244.1% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 81,644 | 2,230 | 0.13% | 0.13% | 151 | +13,399 | 19.63% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 81,047 | 2,215 | 0.0% | 0.0% | 152 | -3,392 | -4.02% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 79,511 | 2,173 | 0.02% | 0.03% | 153 | -51,524 | -39.32% | Q2 2026 | Aug 14, 2026 |
| Greenline Wealth Management LLC | History | Added to | 78,121 | 2,135 | 1.75% | 2.14% | 154 | +10,100 | 14.85% | Q2 2026 | Jul 23, 2026 |
| AA Financial Advisors, LLC | History | Added to | 77,524 | 2,118 | 0.25% | 0.29% | 155 | +2,437 | 3.25% | Q2 2026 | Jul 17, 2026 |
| MFA Wealth Services | History | Added to | 77,373 | 2,114 | 1.26% | 1.38% | 156 | +651 | 0.85% | Q2 2026 | Jul 21, 2026 |
| Inspire Advisors, LLC | History | Added to | 76,484 | 2,090 | 0.15% | 0.15% | 157 | +6,919 | 9.95% | Q2 2026 | Aug 13, 2026 |
| SK Wealth Management, LLC | History | Reduced | 75,907 | 2,056 | 0.46% | 0.67% | 158 | -12,561 | -14.2% | Q2 2026 | Aug 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 73,348 | 2,004 | 0.49% | 0.55% | 159 | +3,384 | 4.84% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 71,736 | 1,960 | 0.19% | 0.19% | 160 | +16,469 | 29.8% | Q2 2026 | Jul 29, 2026 |
| ProCore Advisors, LLC | History | Added to | 71,635 | 1,957 | 2.42% | 2.97% | 161 | +545 | 0.77% | Q2 2026 | Jul 27, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 70,537 | 1,920 | 0.1% | 0.1% | 162 | +17,499 | 32.99% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 69,818 | 1,908 | 0.02% | 0.02% | 163 | +280 | 0.4% | Q2 2026 | Aug 05, 2026 |
| Cottage Street Advisors LLC | History | Added to | 69,737 | 1,905 | 0.74% | 0.66% | 164 | +13,968 | 25.05% | Q2 2026 | Jul 20, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 68,175 | 1,863 | 0.64% | 0.62% | 165 | +13,638 | 25.01% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | Added to | 66,625 | 1,814 | 0.03% | 0.03% | 166 | +509 | 0.77% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 64,336 | 1,758 | 0.02% | 0.01% | 167 | +26,095 | 68.24% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 64,035 | 1,750 | 0.03% | — | 168 | +64,035 | New | Q2 2026 | Jul 21, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 63,135 | 1,725 | 0.27% | 0.33% | 169 | +3,934 | 6.65% | Q2 2026 | Jul 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 62,851 | 1,718 | 0.04% | 0.05% | 170 | +705 | 1.13% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Added to | 62,481 | 1,707 | 0.05% | 0.06% | 171 | +2,889 | 4.85% | Q2 2026 | Jul 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 59,622 | 1,629 | 0.25% | 0.24% | 173 | +6,933 | 13.16% | Q2 2026 | Jul 29, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 59,622 | 1,629 | 0.52% | 0.6% | 172 | -153 | -0.26% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 59,476 | 1,625 | 0.0% | 0.0% | 174 | +13,400 | 29.08% | Q2 2026 | Aug 05, 2026 |
| Element Wealth, LLC | History | Added to | 58,326 | 1,594 | 0.6% | 0.64% | 175 | +1,248 | 2.19% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 57,072 | 1,563 | 0.08% | 0.07% | 176 | +14,795 | 35.0% | Q2 2026 | Jul 14, 2026 |
| Michael Brady & Co., LLC | History | Added to | 55,951 | 1,529 | 1.35% | 0.46% | 177 | +39,313 | 236.28% | Q2 2026 | Aug 13, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 54,043 | 1,476 | 0.4% | 0.45% | 178 | +2,511 | 4.87% | Q2 2026 | Aug 14, 2026 |
| 9823 Capital, L.P. | History | Reduced | 53,210 | 1,454 | 0.98% | 1.24% | 179 | -7,326 | -12.1% | Q2 2026 | Aug 14, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 52,545 | 1,436 | 0.9% | 0.96% | 180 | +3,447 | 7.02% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 50,466 | 1,371 | 0.1% | 0.1% | 181 | +3,679 | 7.86% | Q2 2026 | Jul 29, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 49,717 | 1,358 | 0.07% | 0.08% | 182 | +107 | 0.22% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 49,595 | 1,355 | 0.0% | 0.0% | 183 | +31,629 | 176.05% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 49,370 | 1,349 | 0.05% | 0.06% | 184 | +1,752 | 3.68% | Q2 2026 | Aug 14, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 49,250 | 1,346 | 0.74% | 0.85% | 185 | +2,893 | 6.24% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | New | 49,595 | 1,345 | 0.02% | — | 187 | +49,595 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 49,595 | 1,345 | 0.02% | 0.02% | 186 | +17,954 | 56.74% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | New | 47,618 | 1,301 | 0.03% | — | 188 | +47,618 | New | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 47,458 | 1,297 | 0.1% | 0.12% | 189 | -1,623 | -3.31% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Added to | 47,120 | 1,287 | 0.0% | 0.0% | 190 | +14,246 | 43.34% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 46,215 | 1,263 | 0.02% | 0.02% | 191 | -2,700 | -5.52% | Q2 2026 | Jul 22, 2026 |
| Gotham Asset Management, LLC | History | Added to | 45,238 | 1,236 | 0.0% | 0.0% | 192 | +15,808 | 53.71% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 43,462 | 1,188 | 0.03% | 0.01% | 193 | +26,051 | 149.62% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 42,865 | 1,171 | 0.06% | 0.05% | 194 | +6,859 | 19.05% | Q2 2026 | Jul 23, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 41,673 | 1,138 | 0.13% | 0.17% | 196 | +684 | 1.67% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 41,673 | 1,138 | 0.09% | 0.11% | 195 | +465 | 1.13% | Q2 2026 | Aug 04, 2026 |
| Kestra Investment Management, LLC | History | Added to | 41,591 | 1,136 | 0.02% | 0.01% | 197 | +9,968 | 31.52% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 41,181 | 1,125 | 0.03% | 0.03% | 198 | -401 | -0.96% | Q2 2026 | Aug 11, 2026 |
| Kachkovsky & Fisher, Inc. | History | New | 40,920 | 1,118 | 1.08% | — | 199 | +40,920 | New | Q2 2026 | Sep 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 39,966 | 1,092 | 0.04% | 0.05% | 200 | +480 | 1.22% | Q2 2026 | Jul 02, 2026 |
| Alchemi Wealth, LLC | History | Added to | 38,693 | 1,057 | 0.5% | 0.52% | 201 | +4,287 | 12.46% | Q2 2026 | Jul 29, 2026 |
| Trademark Financial Management, LLC | History | Added to | 37,998 | 1,038 | 0.43% | 0.16% | 202 | +26,298 | 224.77% | Q2 2026 | Jul 27, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 36,451 | 996 | 0.31% | 0.36% | 203 | +5,988 | 19.66% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,348 | 993 | 0.01% | 0.01% | 204 | +4,236 | 13.19% | Q2 2026 | Jul 28, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 35,253 | 963 | 0.55% | 0.63% | 205 | +75 | 0.21% | Q2 2026 | Jul 07, 2026 |
| Pines Wealth Management, LLC | History | Added to | 35,104 | 959 | 0.28% | 0.31% | 206 | +100 | 0.29% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | New | 35,046 | 957 | 0.03% | — | 207 | +35,046 | New | Q2 2026 | Aug 13, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 34,672 | 947 | 0.4% | 0.65% | 208 | +4,448 | 14.72% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 34,527 | 943 | 0.01% | 0.01% | 209 | +3,941 | 12.88% | Q2 2026 | Aug 12, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 34,273 | 936 | 0.03% | 0.06% | 210 | +2,126 | 6.61% | Q2 2026 | Jul 24, 2026 |
| Sigma Planning Corp | History | Reduced | 34,115 | 932 | 0.02% | 0.03% | 211 | -2,356 | -6.46% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,986 | 929 | 0.01% | 0.0% | 212 | +28,146 | 481.95% | Q2 2026 | Jul 17, 2026 |
| Balboa Wealth Partners | History | Added to | 33,789 | 923 | 0.13% | 0.13% | 213 | +4,498 | 15.36% | Q2 2026 | Aug 10, 2026 |
| Waterfront Wealth Inc. | History | Added to | 33,552 | 915 | 0.14% | 0.15% | 214 | +2,831 | 9.22% | Q2 2026 | Jul 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 32,575 | 890 | 0.03% | 0.02% | 215 | +18,124 | 125.42% | Q2 2026 | Jul 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 32,039 | 875 | 0.02% | 0.03% | 216 | +410 | 1.3% | Q2 2026 | Jul 31, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 31,100 | 849 | 0.39% | 0.49% | 217 | -3,742 | -10.74% | Q2 2026 | Jul 28, 2026 |
| Burford Brothers, Inc. | History | Reduced | 30,954 | 845 | 0.31% | 0.35% | 218 | -2 | -0.01% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 30,900 | 844 | 0.0% | — | 219 | +30,900 | New | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 30,705 | 839 | 0.01% | 0.01% | 220 | +8,017 | 35.34% | Q2 2026 | Jul 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 29,878 | 816 | 0.05% | 0.04% | 221 | +10,252 | 52.24% | Q2 2026 | Jul 20, 2026 |
| Merited Wealth, LLC | History | Reduced | 29,288 | 800 | 0.57% | 1.67% | 222 | -44,682 | -60.41% | Q2 2026 | Aug 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 28,711 | 784 | 0.07% | 0.8% | 223 | -369,409 | -92.79% | Q2 2026 | Jul 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 28,590 | 781 | 0.01% | 0.01% | 224 | +1,561 | 5.78% | Q2 2026 | Aug 04, 2026 |
| Nikulski Financial, Inc. | History | Added to | 28,270 | 772 | 0.17% | 0.16% | 225 | +5,163 | 22.34% | Q2 2026 | Jul 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 28,081 | 767 | 0.35% | 0.33% | 226 | +4,159 | 17.39% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 27,479 | 750 | 0.01% | 0.02% | 227 | -13,484 | -32.92% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 27,194 | 743 | 0.01% | 0.01% | 228 | +7,395 | 37.35% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 26,601 | 727 | 0.07% | 0.09% | 229 | +593 | 2.28% | Q2 2026 | Jul 31, 2026 |
| CVFG LLC | History | Added to | 24,323 | 664 | 0.07% | 0.05% | 230 | +8,656 | 55.25% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 24,125 | 658 | 0.07% | 0.08% | 231 | -2,262 | -8.57% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | New | 23,590 | 644 | 0.05% | — | 232 | +23,590 | New | Q2 2026 | Jul 06, 2026 |
| CAP Partners, LLC | History | Added to | 23,485 | 641 | 0.31% | 0.34% | 233 | +1,456 | 6.61% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | Reduced | 22,287 | 609 | 0.0% | 0.01% | 234 | -262,459 | -92.17% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 22,293 | 609 | 0.01% | 0.02% | 235 | +1,538 | 7.41% | Q2 2026 | Aug 13, 2026 |
| Clearwave Capital, LLC | History | Reduced | 22,015 | 601 | 0.33% | 0.46% | 236 | -2,475 | -10.11% | Q2 2026 | Jul 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 21,973 | 600 | 0.01% | 0.02% | 237 | -4,270 | -16.27% | Q2 2026 | Aug 06, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 21,960 | 600 | 0.35% | 0.37% | 238 | +221 | 1.02% | Q2 2026 | Aug 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 21,859 | 597 | 0.03% | — | 239 | +21,859 | New | Q2 2026 | Aug 04, 2026 |
| Capital Planning LLC | History | Added to | 21,662 | 592 | 0.17% | 0.14% | 240 | +6,148 | 39.63% | Q2 2026 | Jul 22, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 21,536 | 588 | 0.31% | 0.44% | 241 | -5,349 | -19.9% | Q2 2026 | Jul 21, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 21,204 | 579 | 0.14% | 0.16% | 242 | +297 | 1.42% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | Added to | 21,084 | 576 | 0.05% | 0.06% | 243 | +333 | 1.6% | Q2 2026 | Jul 08, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 20,728 | 566 | 0.11% | 0.12% | 244 | +1,566 | 8.17% | Q2 2026 | Jul 22, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 20,469 | 559 | 0.11% | 0.12% | 245 | -50 | -0.24% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,400 | 557 | 0.02% | 0.02% | 246 | +3,250 | 18.95% | Q2 2026 | Aug 14, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 20,302 | 554 | 0.14% | 0.17% | 247 | +86 | 0.43% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 20,001 | 546 | 0.03% | 0.45% | 248 | -251,949 | -92.65% | Q2 2026 | Jul 28, 2026 |
| GWN SECURITIES INC. | History | New | 19,645 | 536 | 0.09% | — | 249 | +19,645 | New | Q2 2026 | Aug 05, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 19,582 | 535 | 0.02% | 0.02% | 250 | +2,402 | 13.98% | Q2 2026 | Aug 05, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 19,210 | 525 | 0.09% | 0.14% | 251 | -5,439 | -22.07% | Q2 2026 | Aug 10, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 19,149 | 523 | 0.06% | 0.07% | 252 | -930 | -4.63% | Q2 2026 | Jul 21, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 19,047 | 520 | 0.06% | 0.07% | 253 | -808 | -4.07% | Q2 2026 | Jul 23, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 18,780 | 513 | 0.11% | 0.12% | 254 | +711 | 3.93% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | Added to | 18,595 | 508 | 0.06% | 0.06% | 255 | +643 | 3.58% | Q2 2026 | Jul 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 18,276 | 499 | 0.01% | 0.01% | 256 | +2,270 | 14.18% | Q2 2026 | Aug 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 18,131 | 495 | 0.07% | 0.08% | 257 | -1,893 | -9.45% | Q2 2026 | Aug 10, 2026 |
| Security Financial Services, INC. | History | Added to | 18,090 | 494 | 0.07% | 0.07% | 258 | +2,720 | 17.7% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | New | 17,921 | 489 | 0.0% | — | 259 | +17,921 | New | Q2 2026 | Aug 06, 2026 |
| Freestate Advisors LLC | History | Added to | 17,159 | 468 | 0.35% | 0.37% | 260 | +178 | 1.05% | Q2 2026 | Jul 09, 2026 |
| Continuum Advisory, LLC | History | Added to | 16,916 | 462 | 0.04% | 0.04% | 261 | +1,343 | 8.62% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 16,681 | 455 | 0.01% | 0.01% | 262 | +334 | 2.04% | Q2 2026 | Jul 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 16,625 | 454 | 0.01% | 0.01% | 263 | +57 | 0.34% | Q2 2026 | Aug 07, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 16,511 | 451 | 0.13% | 0.14% | 264 | +221 | 1.36% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | New | 16,338 | 446 | 0.01% | — | 265 | +16,338 | New | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | History | Added to | 15,811 | 432 | 0.02% | 0.01% | 266 | +5,465 | 52.82% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Added to | 15,661 | 428 | 0.0% | 0.0% | 267 | +5,847 | 59.58% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,650 | 427 | 0.01% | 0.01% | 268 | +2,508 | 19.08% | Q2 2026 | Aug 06, 2026 |
| Global Financial Private Client, LLC | History | No change | 15,607 | 426 | 0.12% | 0.14% | 269 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 15,170 | 414 | 0.05% | 0.06% | 270 | -120 | -0.78% | Q2 2026 | Aug 10, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 15,092 | 412 | 0.21% | 0.24% | 272 | +162 | 1.09% | Q2 2026 | Aug 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 15,087 | 412 | 0.09% | 0.1% | 271 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,799 | 404 | 0.01% | 0.01% | 273 | +5,673 | 62.16% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,711 | 402 | 0.01% | 0.01% | 274 | +261 | 1.81% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 14,290 | 390 | 0.03% | 0.03% | 275 | +1,742 | 13.88% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | Added to | 14,075 | 385 | 0.02% | 0.02% | 276 | +3,472 | 32.75% | Q2 2026 | Aug 03, 2026 |
| WARNER FINANCIAL, INC | History | New | 14,084 | 384 | 0.11% | — | 277 | +14,084 | New | Q2 2026 | Jul 09, 2026 |
| Vantus Wealth LLC | History | New | 13,994 | 382 | 0.2% | — | 278 | +13,994 | New | Q2 2026 | Aug 07, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 13,639 | 372 | 0.1% | 0.1% | 279 | +2,661 | 24.24% | Q2 2026 | Jul 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,530 | 369 | 0.01% | 0.01% | 280 | +685 | 5.33% | Q2 2026 | Jul 15, 2026 |
| Meadowbrook Wealth Management, LLC | History | New | 12,900 | 352 | 0.38% | — | 282 | +12,900 | New | Q2 2026 | Jul 06, 2026 |
| Redwood Family Wealth LLC | History | Added to | 12,894 | 352 | 0.31% | 0.34% | 281 | +168 | 1.32% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | Added to | 12,870 | 351 | 0.0% | 0.0% | 283 | +433 | 3.48% | Q2 2026 | Jul 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 12,755 | 348 | 0.02% | 0.03% | 284 | +134 | 1.06% | Q2 2026 | Jul 27, 2026 |
| Lincoln Capital LLC | History | New | 12,649 | 345 | 0.06% | — | 285 | +12,649 | New | Q2 2026 | Jul 07, 2026 |
| Klingman & Associates, LLC | History | No change | 12,381 | 338 | 0.01% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 12,367 | 337 | 0.08% | 0.1% | 287 | -962 | -7.22% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 12,307 | 336 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 12,012 | 328 | 0.22% | 0.26% | 289 | +794 | 7.08% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,978 | 327 | 0.01% | 0.0% | 290 | +6,129 | 104.79% | Q2 2026 | Jul 29, 2026 |
| Simplicity Wealth,LLC | History | Added to | 11,840 | 323 | 0.01% | 0.01% | 292 | +2,857 | 31.8% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | Added to | 11,820 | 323 | 0.02% | 0.02% | 291 | +1,813 | 18.12% | Q2 2026 | Jul 29, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 11,605 | 317 | 0.09% | 0.1% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11,615 | 317 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 11,536 | 315 | 0.07% | — | 296 | +11,536 | New | Q2 2026 | Jul 27, 2026 |
| January Capital Advisors LLC | History | No change | 11,539 | 315 | 0.26% | 0.42% | 295 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 11,359 | 310 | 0.1% | 0.1% | 297 | +1,249 | 12.35% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,300 | 308 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,139 | 304 | 0.01% | 0.01% | 300 | +1,450 | 14.97% | Q2 2026 | Aug 13, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 11,158 | 304 | 0.18% | 0.31% | 299 | -669 | -5.66% | Q2 2026 | Aug 04, 2026 |