Capital Group Fixed Income ETF Trust - CGMS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 15,366,839 | 424,432 | 0.12% | 0.1% | 1 | +3,616,255 | 30.78% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 6,699,298 | 185,034 | 0.01% | 0.01% | 2 | +183,781 | 2.82% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,295,507 | 173,881 | 0.05% | 0.04% | 3 | +894,911 | 16.57% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,404,827 | 149,281 | 0.03% | 0.02% | 4 | +1,658,572 | 44.27% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,202,259 | 143,686 | 0.04% | 0.04% | 5 | +863,369 | 19.9% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 4,413,157 | 121,891 | 0.02% | 0.02% | 6 | +888,212 | 25.2% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 3,649,598 | 100,801 | 0.11% | 0.1% | 7 | +570,060 | 18.51% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,124,086 | 86,287 | 0.12% | 0.1% | 8 | +365,457 | 13.25% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,024,203 | 83,528 | 1.61% | 1.48% | 9 | +368,131 | 13.86% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,446,135 | 67,564 | 0.1% | 0.08% | 10 | +335,131 | 15.88% | Q4 2025 | Feb 17, 2026 |
| Capital Advantage, Inc. | History | Added to | 2,308,168 | 63,751 | 8.6% | 9.05% | 11 | +138,954 | 6.41% | Q4 2025 | Jan 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,728,042 | 47,884 | 0.06% | 0.07% | 12 | +59,478 | 3.56% | Q4 2025 | Jan 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,543,496 | 42,631 | 0.3% | 0.35% | 13 | +36,793 | 2.44% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,495,772 | 41,314 | 0.01% | — | 14 | +1,495,772 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,447,206 | 39,972 | 0.11% | 0.1% | 15 | +79,511 | 5.81% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,391,658 | 38,437 | 0.03% | 0.03% | 16 | +205,682 | 17.34% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,315,190 | 36,325 | 0.02% | 0.02% | 17 | +240,993 | 22.43% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,245,814 | 34,409 | 0.08% | 0.08% | 18 | +177,055 | 16.57% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 954,760 | 26,370 | 0.07% | 0.08% | 19 | +28,066 | 3.03% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Added to | 890,002 | 24,581 | 0.04% | 0.03% | 20 | +113,796 | 14.66% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 834,831 | 23,058 | 0.09% | 0.05% | 21 | +434,596 | 108.59% | Q4 2025 | Feb 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 779,270 | 21,523 | 3.25% | 0.05% | 22 | +767,735 | 6655.7% | Q4 2025 | Jan 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 775,869 | 21,429 | 1.05% | 1.03% | 23 | +44,204 | 6.04% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 773,736 | 21,370 | 0.01% | 0.02% | 24 | -137,452 | -15.08% | Q4 2025 | Feb 10, 2026 |
| Winch Advisory Services, LLC | History | Added to | 772,082 | 21,324 | 4.72% | 4.69% | 25 | +20,974 | 2.79% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 696,584 | 19,239 | 0.09% | 0.09% | 26 | +67,829 | 10.79% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 687,299 | 18,983 | 0.02% | 0.02% | 27 | +23,820 | 3.59% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 682,526 | 18,851 | 0.23% | 0.21% | 28 | +76,839 | 12.69% | Q4 2025 | Feb 05, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 670,156 | 18,509 | 2.04% | 2.66% | 29 | -167,276 | -19.97% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 646,690 | 17,861 | 0.22% | 0.19% | 30 | +108,234 | 20.1% | Q4 2025 | Jan 26, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 645,210 | 17,820 | 4.61% | 6.0% | 31 | -153,782 | -19.25% | Q4 2025 | Jan 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 616,657 | 17,032 | 3.99% | — | 32 | +616,657 | New | Q4 2025 | Mar 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 607,714 | 16,785 | 1.88% | 1.74% | 33 | +68,573 | 12.72% | Q4 2025 | Jan 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 594,418 | 16,417 | 9.69% | 9.54% | 34 | +71,421 | 13.66% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 589,077 | 16,270 | 0.18% | 0.14% | 35 | +132,242 | 28.95% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 531,876 | 14,690 | 0.24% | 0.26% | 36 | -10,854 | -2.0% | Q4 2025 | Feb 09, 2026 |
| Skyline Advisors, Inc. | History | Added to | 526,892 | 14,552 | 4.86% | 4.78% | 37 | +26,992 | 5.4% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 479,902 | 13,269 | 0.07% | 0.05% | 38 | +210,617 | 78.21% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 457,239 | 12,628 | 0.14% | 0.11% | 39 | +220,265 | 92.95% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 439,459 | 12,137 | 0.04% | 0.02% | 40 | +265,815 | 153.08% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 431,583 | 11,937 | 0.45% | 0.76% | 41 | -12,007 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 430,923 | 11,902 | 0.79% | 0.59% | 42 | +122,612 | 39.77% | Q4 2025 | Feb 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 427,545 | 11,808 | 0.02% | 0.02% | 43 | +129,705 | 43.55% | Q4 2025 | Mar 16, 2026 |
| Atria Investments, Inc | History | Added to | 427,457 | 11,806 | 0.13% | 0.13% | 44 | +2,032 | 0.48% | Q4 2025 | Feb 05, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 414,152 | 11,438 | 0.18% | 0.2% | 45 | -13,974 | -3.26% | Q4 2025 | Feb 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 406,146 | 11,217 | 1.19% | 1.36% | 46 | -45,365 | -10.05% | Q4 2025 | Feb 18, 2026 |
| Souders Financial Advisors | History | Added to | 380,745 | 10,516 | 1.2% | 1.2% | 47 | +16,561 | 4.55% | Q4 2025 | Feb 02, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 379,162 | 10,472 | 0.74% | 0.68% | 48 | +13,436 | 3.67% | Q4 2025 | Jan 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 376,386 | 10,395 | 0.0% | 0.0% | 49 | +327,102 | 663.71% | Q4 2025 | Mar 25, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 370,746 | 10,239 | 0.12% | 0.07% | 50 | +107,666 | 40.93% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 369,269 | 10,199 | 0.4% | 0.4% | 51 | +5,324 | 1.46% | Q4 2025 | Jan 29, 2026 |
| KWB Wealth | History | Added to | 358,475 | 9,901 | 0.94% | 0.51% | 52 | +190,961 | 114.0% | Q4 2025 | Jan 12, 2026 |
| VICUS CAPITAL | History | Added to | 349,497 | 9,653 | 0.72% | 0.63% | 53 | +54,354 | 18.42% | Q4 2025 | Jan 22, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 344,573 | 9,517 | 3.34% | 2.0% | 54 | +173,206 | 101.07% | Q4 2025 | Jan 29, 2026 |
| Entruity Wealth, LLC | History | Added to | 339,368 | 9,373 | 6.68% | 4.26% | 55 | +141,556 | 71.56% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 338,353 | 9,345 | 0.13% | 0.13% | 56 | +36,717 | 12.17% | Q4 2025 | Feb 09, 2026 |
| BNB Wealth Management, LLC | History | New | 316,960 | 8,754 | 5.64% | — | 57 | +316,960 | New | Q4 2025 | Feb 17, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 316,602 | 8,744 | 4.43% | 4.99% | 58 | -33,493 | -9.57% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Added to | 315,747 | 8,721 | 0.02% | 0.02% | 59 | +9,409 | 3.07% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 313,039 | 8,646 | 0.13% | 0.12% | 60 | +36,093 | 13.03% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 306,850 | 8,475 | 0.02% | 0.01% | 61 | +105,135 | 52.12% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 304,745 | 8,417 | 0.05% | 0.02% | 62 | +206,307 | 209.58% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 293,796 | 8,114 | 0.16% | 0.16% | 63 | +46,278 | 18.7% | Q4 2025 | Feb 09, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 291,412 | 8,048 | 2.27% | 2.2% | 64 | +27,527 | 10.43% | Q4 2025 | Jan 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 273,329 | 7,549 | 3.94% | 3.25% | 65 | +79,497 | 41.01% | Q4 2025 | Jan 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 269,641 | 7,447 | 0.18% | 0.05% | 66 | +201,281 | 294.44% | Q4 2025 | Feb 09, 2026 |
| Thayer Financial, L.L.C. | History | New | 265,864 | 7,343 | 7.76% | — | 67 | +265,864 | New | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 265,606 | 7,336 | 0.46% | 0.47% | 68 | +14,623 | 5.83% | Q4 2025 | Feb 06, 2026 |
| Troutman Wealth Management, LLC | History | New | 257,522 | 7,112 | 5.88% | — | 69 | +257,522 | New | Q4 2025 | Feb 18, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 247,742 | 6,842 | 3.88% | 3.91% | 70 | +12,925 | 5.5% | Q4 2025 | Feb 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 232,954 | 6,434 | 1.26% | 0.94% | 71 | +73,125 | 45.75% | Q4 2025 | Feb 04, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 231,976 | 6,407 | 1.85% | 1.8% | 72 | +20,104 | 9.49% | Q4 2025 | Jan 23, 2026 |
| Crumly & Associates Inc. | History | Added to | 231,354 | 6,389 | 1.34% | 1.32% | 73 | +14,062 | 6.47% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 231,149 | 6,384 | 0.05% | 0.06% | 74 | +14,823 | 6.85% | Q4 2025 | Jan 26, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 229,701 | 6,344 | 0.26% | 0.3% | 75 | +8,523 | 3.85% | Q4 2025 | Jan 28, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 227,728 | 6,294 | 5.31% | — | 76 | +227,728 | New | Q4 2025 | Jan 20, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 227,444 | 6,281 | 1.66% | 1.73% | 77 | +3,179 | 1.42% | Q4 2025 | Jan 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 225,710 | 6,234 | 0.04% | 0.04% | 78 | +18,758 | 9.06% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | Added to | 199,185 | 5,501 | 0.61% | 0.6% | 79 | +2,036 | 1.03% | Q4 2025 | Mar 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 197,784 | 5,462 | 0.06% | 0.05% | 80 | +41,804 | 26.8% | Q4 2025 | Feb 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 197,201 | 5,454 | 1.22% | 1.35% | 81 | +8,295 | 4.39% | Q4 2025 | Feb 04, 2026 |
| Vigil Wealth Management, LLC | History | New | 195,694 | 5,405 | 4.49% | — | 82 | +195,694 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 191,523 | 5,289 | 0.29% | 0.18% | 83 | +77,548 | 68.04% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 190,061 | 5,249 | 0.04% | 0.03% | 84 | +31,182 | 19.63% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 176,954 | 4,887 | 0.06% | 0.04% | 85 | +53,998 | 43.92% | Q4 2025 | Jan 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 175,871 | 4,864 | 0.33% | 0.36% | 86 | +2,896 | 1.67% | Q4 2025 | Jan 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 175,333 | 4,842 | 0.16% | 0.15% | 87 | +21,160 | 13.72% | Q4 2025 | Feb 13, 2026 |
| RHL GROUP, LLC | History | New | 170,208 | 4,701 | 3.78% | — | 88 | +170,208 | New | Q4 2025 | Feb 09, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 167,216 | 4,618 | 4.26% | — | 89 | +167,216 | New | Q4 2025 | Feb 27, 2026 |
| LCW Services, LLC | History | New | 161,019 | 4,447 | 2.37% | — | 90 | +161,019 | New | Q4 2025 | Feb 11, 2026 |
| NOVEM GROUP | History | Added to | 147,313 | 4,068 | 0.47% | 0.42% | 91 | +17,129 | 13.16% | Q4 2025 | Jan 27, 2026 |
| PFG Advisors | History | Added to | 146,269 | 4,039 | 0.2% | 0.04% | 92 | +107,622 | 278.47% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Added to | 144,372 | 3,987 | 0.08% | 0.01% | 93 | +123,852 | 603.57% | Q4 2025 | Feb 03, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 140,484 | 3,880 | 0.85% | 0.86% | 94 | -380 | -0.27% | Q4 2025 | Feb 13, 2026 |
| LifeGoal Investments, LLC | History | Added to | 135,872 | 3,753 | 2.5% | 0.82% | 95 | +100,362 | 282.63% | Q4 2025 | Jan 15, 2026 |
| Boyer Financial Services, Inc. | History | New | 133,049 | 3,676 | 3.9% | — | 96 | +133,049 | New | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 132,313 | 3,654 | 0.07% | 0.04% | 97 | +58,832 | 80.06% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 131,812 | 3,640 | 0.13% | 0.13% | 98 | +13,151 | 11.08% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 128,697 | 3,554 | 0.01% | 0.01% | 99 | +31,491 | 32.4% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 128,563 | 3,550 | 0.28% | 0.21% | 100 | +36,561 | 39.74% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 127,901 | 3,532 | 0.0% | 0.0% | 101 | -44,699 | -25.9% | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | Added to | 127,474 | 3,531 | 0.85% | 0.81% | 102 | +20,001 | 18.61% | Q4 2025 | Jan 13, 2026 |
| NewCorp Financial Services, Inc. | History | New | 126,569 | 3,495 | 3.1% | — | 103 | +126,569 | New | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 126,326 | 3,489 | 0.03% | 0.02% | 104 | +13,348 | 11.81% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 124,447 | 3,437 | 0.06% | 0.06% | 105 | +21,081 | 20.39% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | New | 123,983 | 3,424 | 0.0% | — | 106 | +123,983 | New | Q4 2025 | Feb 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 123,885 | 3,421 | 0.22% | 0.22% | 107 | +5,905 | 5.01% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 123,486 | 3,410 | 0.0% | 0.0% | 108 | -25,567 | -17.15% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Services, LLC | History | Added to | 122,741 | 3,390 | 2.31% | 2.32% | 109 | +3,110 | 2.6% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 121,236 | 3,348 | 0.02% | 0.02% | 110 | +1,876 | 1.57% | Q4 2025 | Jan 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 115,189 | 3,186 | 0.01% | 0.01% | 111 | -3,372 | -2.84% | Q4 2025 | Feb 05, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 113,568 | 3,136 | 1.97% | 1.87% | 112 | +4,147 | 3.79% | Q4 2025 | Feb 23, 2026 |
| Rubicon Advisors, GP | History | New | 113,505 | 3,135 | 2.9% | — | 113 | +113,505 | New | Q4 2025 | Mar 09, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 112,265 | 3,100 | 2.09% | 2.14% | 114 | +4,894 | 4.56% | Q4 2025 | Jan 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 110,508 | 3,052 | 0.74% | 0.8% | 115 | +2,248 | 2.08% | Q4 2025 | Feb 02, 2026 |
| OneAscent Financial Services LLC | History | New | 107,725 | 2,975 | 0.27% | — | 116 | +107,725 | New | Q4 2025 | Feb 11, 2026 |
| Synergy Investment Management, LLC | History | Added to | 103,699 | 2,864 | 1.01% | 1.07% | 117 | +2,750 | 2.72% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 99,878 | 2,758 | 1.12% | 1.03% | 118 | +17,619 | 21.42% | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Reduced | 95,419 | 2,635 | 0.01% | 0.02% | 119 | -194,459 | -67.08% | Q4 2025 | Jan 23, 2026 |
| 5T Wealth, LLC | History | Added to | 95,437 | 2,635 | 1.05% | 1.11% | 120 | +4,057 | 4.44% | Q4 2025 | Jan 27, 2026 |
| ProCore Advisors, LLC | History | New | 92,101 | 2,543 | 2.61% | — | 121 | +92,101 | New | Q4 2025 | Jan 21, 2026 |
| SK Wealth Management, LLC | History | Added to | 89,766 | 2,492 | 0.69% | 0.52% | 122 | +39,341 | 78.02% | Q4 2025 | Jan 30, 2026 |
| Transcendent Capital Group LLC | History | Added to | 89,937 | 2,484 | 1.12% | 1.02% | 123 | +7,714 | 9.38% | Q4 2025 | Jan 26, 2026 |
| VestGen Advisors, LLC | History | Reduced | 87,369 | 2,413 | 0.1% | 0.27% | 124 | -207,630 | -70.38% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 86,610 | 2,392 | 0.0% | 0.0% | 125 | +12,504 | 16.87% | Q4 2025 | Feb 02, 2026 |
| Jacobi Capital Management LLC | History | Added to | 84,998 | 2,347 | 0.14% | 0.13% | 126 | +5,182 | 6.49% | Q4 2025 | Feb 13, 2026 |
| Saiph Capital, LLC | History | Added to | 84,358 | 2,329 | 0.84% | 0.76% | 127 | +8,486 | 11.18% | Q4 2025 | Feb 12, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 79,301 | 2,190 | 1.63% | 1.68% | 128 | +778 | 0.99% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 78,808 | 2,176 | 0.0% | 0.0% | 129 | +18,590 | 30.87% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 78,459 | 2,167 | 0.04% | 0.04% | 130 | +16,902 | 27.46% | Q4 2025 | Feb 03, 2026 |
| CLG LLC | History | Added to | 75,441 | 2,083 | 0.52% | 0.39% | 132 | +23,286 | 44.65% | Q4 2025 | Jan 15, 2026 |
| MFA Wealth Services | History | Added to | 75,440 | 2,083 | 1.41% | 1.4% | 131 | +2,114 | 2.88% | Q4 2025 | Jan 15, 2026 |
| Greenline Wealth Management LLC | History | New | 75,040 | 2,072 | 2.14% | — | 133 | +75,040 | New | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 70,409 | 1,944 | 0.21% | — | 134 | +70,409 | New | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 69,784 | 1,927 | 0.06% | 0.02% | 135 | +48,893 | 234.04% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 69,414 | 1,917 | 0.87% | 0.86% | 136 | +3,972 | 6.07% | Q4 2025 | Jan 26, 2026 |
| Merited Wealth, LLC | History | New | 68,973 | 1,905 | 1.77% | — | 137 | +68,973 | New | Q4 2025 | Mar 26, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 68,321 | 1,887 | 0.54% | 0.54% | 138 | +4,813 | 7.58% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 67,229 | 1,856 | 0.06% | 0.12% | 139 | -75,953 | -53.05% | Q4 2025 | Jan 09, 2026 |
| Inspire Advisors, LLC | History | Added to | 65,675 | 1,813 | 0.17% | 0.17% | 140 | +1,801 | 2.82% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 62,500 | 1,726 | 0.06% | 0.03% | 141 | +33,361 | 114.49% | Q4 2025 | Feb 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 61,327 | 1,693 | 0.65% | 0.55% | 142 | +15,607 | 34.14% | Q4 2025 | Jan 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 57,833 | 1,597 | 0.02% | 0.02% | 143 | +4,191 | 7.81% | Q4 2025 | Jan 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 56,748 | 1,567 | 0.17% | 0.14% | 144 | +18,064 | 46.7% | Q4 2025 | Feb 11, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 56,156 | 1,551 | 0.41% | 0.4% | 145 | +3,436 | 6.52% | Q4 2025 | Feb 09, 2026 |
| Element Wealth, LLC | History | Added to | 56,151 | 1,550 | 0.64% | 0.66% | 146 | +1,493 | 2.73% | Q4 2025 | Feb 13, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 55,977 | 1,546 | 0.34% | 0.11% | 147 | +37,770 | 207.45% | Q4 2025 | Jan 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 55,193 | 1,524 | 0.09% | 0.08% | 148 | +7,645 | 16.08% | Q4 2025 | Feb 10, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 54,349 | 1,501 | 0.4% | 0.35% | 149 | +9,030 | 19.93% | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 54,344 | 1,500 | 0.03% | 0.03% | 150 | +439 | 0.81% | Q4 2025 | Jan 22, 2026 |
| Cottage Street Advisors LLC | History | Added to | 52,847 | 1,459 | 0.62% | 0.58% | 151 | +3,266 | 6.59% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 52,489 | 1,450 | 0.04% | 0.04% | 152 | +7,316 | 16.2% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 52,386 | 1,446 | 0.07% | 0.07% | 153 | +589 | 1.14% | Q4 2025 | Feb 13, 2026 |
| 9823 Capital, L.P. | History | New | 50,869 | 1,405 | 0.97% | — | 154 | +50,869 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 50,271 | 1,388 | 0.03% | 0.02% | 155 | +10,269 | 25.67% | Q4 2025 | Feb 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 49,718 | 1,373 | 0.9% | — | 156 | +49,718 | New | Q4 2025 | Apr 02, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 47,999 | 1,325 | 0.09% | 0.08% | 157 | +4,415 | 10.13% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 47,325 | 1,307 | 0.09% | — | 158 | +47,325 | New | Q4 2025 | Feb 03, 2026 |
| Sovran Advisors, LLC | History | Added to | 47,001 | 1,305 | 0.11% | 0.1% | 159 | +5,114 | 12.21% | Q4 2025 | Jan 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 46,889 | 1,295 | 0.0% | 0.0% | 160 | +29,235 | 165.6% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 46,830 | 1,293 | 0.11% | 0.11% | 161 | +2,191 | 4.91% | Q4 2025 | Jan 26, 2026 |
| Trilogy Capital Inc. | History | Reduced | 44,619 | 1,232 | 0.06% | 0.08% | 162 | -15,028 | -25.19% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 44,523 | 1,229 | 0.01% | 0.0% | 163 | +19,493 | 77.88% | Q4 2025 | Feb 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 44,148 | 1,219 | 0.16% | 0.17% | 164 | +3,700 | 9.15% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Added to | 42,099 | 1,162 | 0.03% | 0.04% | 165 | +230 | 0.55% | Q4 2025 | Feb 05, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 38,408 | 1,060 | 0.77% | 0.69% | 166 | +3,790 | 10.95% | Q4 2025 | Feb 17, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 36,955 | 1,020 | 0.17% | 0.16% | 167 | +2,498 | 7.25% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | Added to | 36,266 | 1,001 | 0.02% | 0.01% | 168 | +18,109 | 99.74% | Q4 2025 | Mar 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 35,036 | 967 | 0.05% | 0.06% | 169 | +373 | 1.08% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Reduced | 34,328 | 948 | 0.0% | 0.0% | 170 | -891 | -2.53% | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 33,484 | 924 | 0.1% | 0.1% | 171 | +8,003 | 31.41% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 33,484 | 924 | 0.14% | 0.15% | 172 | +8,003 | 31.41% | Q4 2025 | Feb 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 33,371 | 921 | 0.4% | — | 173 | +33,371 | New | Q4 2025 | Mar 10, 2026 |
| Asset One Wealth Management LLC | History | New | 33,188 | 918 | 0.13% | — | 174 | +33,188 | New | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 32,308 | 892 | 0.13% | — | 175 | +32,308 | New | Q4 2025 | Feb 10, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 31,513 | 870 | 0.61% | 0.61% | 176 | +2,226 | 7.6% | Q4 2025 | Jan 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 31,280 | 863 | 0.03% | 0.03% | 177 | +479 | 1.56% | Q4 2025 | Jan 12, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 31,157 | 860 | 0.58% | 0.53% | 178 | +3,757 | 13.71% | Q4 2025 | Jan 12, 2026 |
| Pines Wealth Management, LLC | History | Added to | 30,675 | 847 | 0.27% | 0.27% | 179 | +1,277 | 4.34% | Q4 2025 | Feb 02, 2026 |
| Burford Brothers, Inc. | History | Reduced | 30,542 | 843 | 0.35% | 0.4% | 180 | -2,794 | -8.38% | Q4 2025 | Feb 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 29,711 | 820 | 0.02% | 0.02% | 181 | +488 | 1.67% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 29,430 | 812 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 28,880 | 797 | 0.48% | 0.6% | 183 | -4,571 | -13.66% | Q4 2025 | Jan 20, 2026 |
| Waterfront Wealth Inc. | History | Added to | 28,077 | 780 | 0.15% | 0.15% | 184 | +1,087 | 4.03% | Q4 2025 | Jan 27, 2026 |
| Owen LaRue, LLC | History | Reduced | 27,310 | 754 | 0.29% | 0.39% | 185 | -8,170 | -23.03% | Q4 2025 | Feb 05, 2026 |
| TrueWealth Financial Partners | History | New | 27,135 | 749 | 0.62% | — | 186 | +27,135 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 27,135 | 749 | 0.62% | — | 187 | +27,135 | New | Q4 2025 | Feb 05, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 26,767 | 739 | 0.44% | 0.4% | 188 | +2,963 | 12.45% | Q4 2025 | Jan 12, 2026 |
| Alchemi Wealth, LLC | History | New | 26,563 | 733 | 0.4% | — | 189 | +26,563 | New | Q4 2025 | Feb 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 26,531 | 732 | 0.36% | 0.32% | 190 | +5,516 | 26.25% | Q4 2025 | Jan 30, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 26,108 | 721 | 0.1% | 0.12% | 191 | -426 | -1.61% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,244 | 697 | 0.01% | 0.01% | 192 | +2,075 | 8.96% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,985 | 690 | 0.01% | 0.01% | 193 | +1,422 | 6.03% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 24,575 | 678 | 0.0% | 0.0% | 194 | +7,104 | 40.66% | Q4 2025 | Jan 29, 2026 |
| MSH Capital Advisors LLC | History | Added to | 24,369 | 673 | 0.14% | 0.17% | 195 | +1,574 | 6.91% | Q4 2025 | Feb 09, 2026 |
| Clearwave Capital, LLC | History | New | 24,291 | 670 | 0.49% | — | 196 | +24,291 | New | Q4 2025 | Mar 02, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 23,721 | 655 | 0.09% | 0.1% | 197 | -1,303 | -5.21% | Q4 2025 | Jan 09, 2026 |
| IFG Advisory, LLC | History | Added to | 21,493 | 593 | 0.03% | 0.03% | 198 | +507 | 2.42% | Q4 2025 | Feb 10, 2026 |
| CAP Partners, LLC | History | Added to | 21,406 | 591 | 0.33% | 0.32% | 199 | +928 | 4.53% | Q4 2025 | Feb 04, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 20,953 | 578 | 0.31% | 0.24% | 200 | +4,523 | 27.53% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 20,843 | 577 | 0.02% | — | 201 | +20,843 | New | Q4 2025 | Jan 23, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 20,749 | 573 | 0.17% | 0.18% | 202 | +312 | 1.53% | Q4 2025 | Jan 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 20,735 | 572 | 0.01% | 0.02% | 203 | -54 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Added to | 20,507 | 566 | 0.06% | 0.06% | 204 | +337 | 1.67% | Q4 2025 | Jan 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,129 | 555 | 0.01% | 0.01% | 205 | +6,825 | 51.3% | Q4 2025 | Feb 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 20,079 | 554 | 0.07% | 0.06% | 206 | +3,500 | 21.11% | Q4 2025 | Jan 15, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 19,052 | 526 | 0.33% | 0.18% | 207 | +8,624 | 82.7% | Q4 2025 | Feb 06, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 18,901 | 522 | 0.13% | 0.16% | 208 | -3,721 | -16.45% | Q4 2025 | Feb 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 18,553 | 512 | 0.12% | 0.11% | 209 | +1,276 | 7.39% | Q4 2025 | Jan 16, 2026 |
| NORTHERN TRUST CORP | History | New | 18,416 | 508 | 0.0% | — | 210 | +18,416 | New | Q4 2025 | Feb 17, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 18,191 | 502 | 0.15% | 0.13% | 211 | +2,762 | 17.9% | Q4 2025 | Jan 20, 2026 |
| AA Financial Advisors, LLC | History | Added to | 18,130 | 500 | 0.09% | 0.05% | 212 | +8,129 | 81.28% | Q4 2025 | Jan 14, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 17,898 | 494 | 0.15% | 0.16% | 213 | +57 | 0.32% | Q4 2025 | Jan 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 17,755 | 490 | 0.05% | 0.06% | 214 | -2,535 | -12.49% | Q4 2025 | Feb 11, 2026 |
| Richmond Investment Services, LLC | History | Added to | 17,663 | 487 | 0.08% | 0.05% | 215 | +7,724 | 77.71% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 17,629 | 486 | 0.01% | 0.01% | 216 | +1,797 | 11.35% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 17,508 | 483 | 0.03% | 0.02% | 217 | +4,962 | 39.55% | Q4 2025 | Feb 05, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 17,097 | 472 | 0.16% | 0.14% | 218 | +2,496 | 17.09% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Reduced | 16,839 | 465 | 0.01% | 0.01% | 219 | -112 | -0.66% | Q4 2025 | Jan 30, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 16,486 | 455 | 0.1% | 0.1% | 220 | +445 | 2.77% | Q4 2025 | Feb 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 16,065 | 443 | 0.01% | 0.01% | 221 | -7,251 | -31.1% | Q4 2025 | Jan 14, 2026 |
| Compton Financial Group, LLC | History | New | 15,835 | 437 | 0.1% | — | 222 | +15,835 | New | Q4 2025 | Feb 05, 2026 |
| Freestate Advisors LLC | History | Added to | 15,731 | 434 | 0.35% | 0.28% | 223 | +3,722 | 30.99% | Q4 2025 | Jan 12, 2026 |
| Global Financial Private Client, LLC | History | No change | 15,607 | 431 | 0.15% | 0.15% | 224 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 15,452 | 426 | 0.01% | 0.01% | 225 | +838 | 5.73% | Q4 2025 | Jan 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 15,087 | 416 | 0.1% | 0.09% | 226 | +3,115 | 26.02% | Q4 2025 | Feb 27, 2026 |
| ORG Partners LLC | History | Added to | 14,992 | 414 | 0.07% | 0.06% | 227 | +5,146 | 52.26% | Q4 2025 | Jan 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 14,632 | 404 | 0.01% | — | 228 | +14,632 | New | Q4 2025 | Feb 09, 2026 |
| Brookwood Investment Group LLC | History | No change | 14,070 | 388 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 13,915 | 384 | 0.05% | 0.08% | 230 | -8,531 | -38.01% | Q4 2025 | Jan 13, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 13,715 | 378 | 0.36% | — | 231 | +13,715 | New | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Reduced | 13,645 | 376 | 0.0% | 0.01% | 232 | -1,721 | -11.2% | Q4 2025 | Jan 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 13,041 | 360 | 0.01% | 0.01% | 233 | +5,471 | 72.27% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 12,854 | 355 | 0.03% | — | 234 | +12,854 | New | Q4 2025 | Feb 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 12,782 | 353 | 0.01% | 0.01% | 236 | +1,190 | 10.27% | Q4 2025 | Jan 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,798 | 353 | 0.01% | 0.01% | 235 | +48 | 0.38% | Q4 2025 | Feb 02, 2026 |
| Parsonex Advisory Services, Inc. | History | No change | 12,785 | 353 | 0.23% | 0.24% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kera Capital Partners, Inc. | History | No change | 12,674 | 350 | 0.04% | 0.05% | 238 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Redwood Family Wealth LLC | History | New | 12,660 | 349 | 0.34% | — | 239 | +12,660 | New | Q4 2025 | Mar 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,624 | 348 | 0.0% | 0.0% | 240 | +5,244 | 71.06% | Q4 2025 | Feb 02, 2026 |
| Security Financial Services, INC. | History | Added to | 12,566 | 347 | 0.05% | 0.05% | 241 | +1,104 | 9.63% | Q4 2025 | Jan 27, 2026 |
| Klingman & Associates, LLC | History | No change | 12,381 | 341 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 12,027 | 332 | 0.02% | 0.02% | 243 | +861 | 7.71% | Q4 2025 | Feb 05, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,972 | 330 | 0.08% | 0.07% | 244 | +805 | 7.21% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 11,785 | 325 | 0.04% | — | 245 | +11,785 | New | Q4 2025 | Feb 17, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 11,605 | 320 | 0.11% | — | 246 | +11,605 | New | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 11,603 | 320 | 0.03% | 0.03% | 248 | -745 | -6.03% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,615 | 320 | 0.01% | 0.01% | 247 | +95 | 0.82% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,300 | 312 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 11,218 | 309 | 0.27% | — | 252 | +11,218 | New | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,212 | 309 | 0.0% | 0.0% | 250 | -1,292 | -10.33% | Q4 2025 | Feb 06, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 11,222 | 309 | 0.02% | 0.02% | 251 | -678 | -5.7% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,038 | 304 | 0.01% | 0.01% | 253 | +2,569 | 30.33% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,723 | 296 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trademark Financial Management, LLC | History | Added to | 10,705 | 295 | 0.16% | 0.14% | 255 | +2,049 | 23.67% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,463 | 289 | 0.01% | 0.01% | 256 | +2,358 | 29.09% | Q4 2025 | Jan 28, 2026 |
| Summit Global Investments | History | Added to | 10,356 | 286 | 0.02% | 0.02% | 257 | +853 | 8.98% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,206 | 281 | 0.0% | 0.01% | 258 | -178,449 | -94.59% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 10,171 | 280 | 0.1% | — | 259 | +10,171 | New | Q4 2025 | Feb 04, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 10,049 | 277 | 0.07% | 0.06% | 260 | +2,642 | 35.67% | Q4 2025 | Jan 26, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,683 | 267 | 0.03% | — | 262 | +9,683 | New | Q4 2025 | Feb 13, 2026 |
| Vantus Wealth LLC | History | New | 9,683 | 267 | 0.2% | — | 263 | +9,683 | New | Q4 2025 | Feb 10, 2026 |
| Capital Planning LLC | History | New | 9,674 | 267 | 0.07% | — | 261 | +9,674 | New | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,639 | 266 | 0.01% | 0.01% | 264 | +88 | 0.92% | Q4 2025 | Jan 13, 2026 |
| Keystone Financial Group | History | New | 9,350 | 258 | 0.02% | — | 265 | +9,350 | New | Q4 2025 | Feb 06, 2026 |
| Michael Brady & Co., LLC | History | New | 9,309 | 257 | 0.26% | — | 266 | +9,309 | New | Q4 2025 | Jan 27, 2026 |
| Carson Advisory Inc. | History | New | 9,257 | 255 | 0.13% | — | 267 | +9,257 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 9,004 | 248 | 0.01% | 0.0% | 268 | +4,618 | 105.29% | Q4 2025 | Feb 11, 2026 |
| Smith Thornton Advisors LLC | History | New | 8,975 | 247 | 0.13% | — | 269 | +8,975 | New | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,859 | 244 | 0.0% | — | 270 | +8,859 | New | Q4 2025 | Feb 18, 2026 |
| Wealth Management Associates, Inc. | History | New | 8,765 | 242 | 0.08% | — | 271 | +8,765 | New | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,707 | 240 | 0.01% | 0.01% | 272 | -814 | -8.55% | Q4 2025 | Feb 06, 2026 |
| Tribridge Partners Financial LLC | History | New | 8,517 | 235 | 0.1% | — | 273 | +8,517 | New | Q4 2025 | Jan 26, 2026 |
| Nikulski Financial, Inc. | History | New | 8,482 | 234 | 0.06% | — | 274 | +8,482 | New | Q4 2025 | Jan 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,255 | 228 | 0.01% | — | 275 | +8,255 | New | Q4 2025 | Jan 28, 2026 |
| Live Oak Investment Partners | History | New | 8,020 | 221 | 0.14% | — | 276 | +8,020 | New | Q4 2025 | Jan 29, 2026 |
| CVFG LLC | History | New | 7,841 | 216 | 0.15% | — | 277 | +7,841 | New | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,542 | 208 | 0.02% | 0.02% | 278 | +99 | 1.33% | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | New | 7,414 | 205 | 0.0% | — | 279 | +7,414 | New | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 6,718 | 185 | 0.16% | — | 280 | +6,718 | New | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,462 | 178 | 0.05% | 0.03% | 281 | +1,964 | 43.66% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,650 | 156 | 0.01% | 0.01% | 282 | +1,099 | 24.15% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,393 | 148 | 0.0% | 0.0% | 283 | -3,151 | -36.88% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | New | 4,486 | 123 | 0.0% | — | 284 | +4,486 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,306 | 118 | 0.0% | 0.0% | 285 | +555 | 14.8% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,009 | 110 | 0.03% | 0.07% | 286 | +1,380 | 52.49% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,601 | 99 | 0.0% | 0.0% | 287 | +325 | 9.92% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 3,357 | 92 | 0.05% | 0.05% | 288 | +28 | 0.84% | Q4 2025 | Feb 18, 2026 |
| PITTENGER & ANDERSON INC | History | New | 2,750 | 75 | 0.0% | — | 289 | +2,750 | New | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,680 | 74 | 0.01% | 0.02% | 290 | -5,260 | -66.25% | Q4 2025 | Jan 21, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,125 | 58 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Olistico Wealth, LLC | History | New | 1,960 | 54 | 0.03% | — | 292 | +1,960 | New | Q4 2025 | Jan 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 1,921 | 53 | 0.04% | — | 293 | +1,921 | New | Q4 2025 | Mar 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,900 | 52 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,239 | 34 | 0.0% | — | 295 | +1,239 | New | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,230 | 33 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,136 | 31 | 0.0% | — | 297 | +1,136 | New | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | New | 987 | 27 | 0.0% | — | 298 | +987 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 967 | 26 | 0.0% | — | 299 | +967 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 750 | 20 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 700 | 19 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 517 | 14 | 0.01% | — | 302 | +517 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 265 | 7 | 0.0% | 0.0% | 303 | -23 | -7.99% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 240 | 6 | 0.0% | — | 304 | +240 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | New | 160 | 4 | 0.0% | — | 305 | +160 | New | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 105 | 2 | 0.0% | 0.0% | 306 | -101 | -49.03% | Q4 2025 | Feb 18, 2026 |
| Networth Advisors, LLC | History | New | 48 | 1 | 0.0% | — | 309 | +48 | New | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | New | 39 | 1 | 0.0% | — | 307 | +39 | New | Q4 2025 | Feb 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 70 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -418,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -213,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -106,285 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wayfinding Financial, LLC | History | Closed out | 0 | 0 | — | 1.26% | — | -105,633 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -80,113 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -62,904 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -26,534 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -18,920 | -100.0% | Q3 2025 | Feb 03, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,640 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,325 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,711 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -7,353 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,671 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,509 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,061 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -813 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FINANCIAL CONSULATE, INC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 22, 2026 |