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.
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| 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 | 18,902,820 | 514,723 | 0.14% | 0.12% | 1 | +3,535,981 | 23.01% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,816,803 | 212,851 | 0.06% | 0.05% | 2 | +1,521,296 | 24.16% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,364,503 | 200,535 | 0.04% | 0.03% | 3 | +1,959,676 | 36.26% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 7,181,175 | 195,543 | 0.01% | 0.01% | 4 | +481,877 | 7.19% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,998,730 | 190,575 | 0.06% | 0.04% | 5 | +1,796,471 | 34.53% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 5,618,936 | 153,003 | 0.02% | 0.02% | 6 | +1,205,779 | 27.32% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 4,296,149 | 116,984 | 0.12% | 0.11% | 7 | +646,551 | 17.72% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,455,372 | 94,089 | 0.13% | 0.12% | 8 | +331,286 | 10.6% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,737,834 | 74,551 | 1.35% | 1.61% | 9 | -286,369 | -9.47% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,687,676 | 73,187 | 0.11% | 0.1% | 10 | +241,541 | 9.87% | Q1 2026 | May 15, 2026 |
| Capital Advantage, Inc. | History | Added to | 2,498,780 | 68,041 | 8.89% | 8.6% | 11 | +190,612 | 8.26% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,904,613 | 51,863 | 0.05% | 0.03% | 12 | +512,955 | 36.86% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,825,470 | 49,360 | 0.02% | 0.02% | 13 | +510,280 | 38.8% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,786,838 | 48,656 | 0.01% | 0.01% | 14 | +291,066 | 19.46% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,731,263 | 47,142 | 0.12% | 0.11% | 15 | +284,057 | 19.63% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,561,288 | 42,513 | 0.22% | 0.3% | 16 | +17,792 | 1.15% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,525,745 | 41,546 | 0.49% | 0.22% | 17 | +879,055 | 135.93% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,363,172 | 37,119 | 0.1% | 0.08% | 18 | +117,358 | 9.42% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,270,920 | 34,772 | 0.07% | 0.06% | 19 | -457,122 | -26.45% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 1,130,597 | 30,786 | 0.08% | 0.07% | 20 | +175,837 | 18.42% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,052,298 | 28,654 | 0.04% | 0.04% | 21 | +162,296 | 18.24% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 987,033 | 26,876 | 0.1% | 0.09% | 22 | +152,202 | 18.23% | Q1 2026 | Apr 30, 2026 |
| TruWealth Advisors, LLC | History | Added to | 870,241 | 23,696 | 1.14% | 1.05% | 23 | +94,372 | 12.16% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 854,690 | 23,273 | 0.01% | 0.01% | 24 | +80,954 | 10.46% | Q1 2026 | May 07, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 837,226 | 22,797 | 3.45% | 3.25% | 25 | +57,956 | 7.44% | Q1 2026 | Apr 15, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 788,795 | 21,478 | 5.4% | 4.61% | 26 | +143,585 | 22.25% | Q1 2026 | Apr 09, 2026 |
| Winch Advisory Services, LLC | History | Added to | 779,954 | 21,238 | 4.85% | 4.72% | 27 | +7,872 | 1.02% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 770,450 | 20,979 | 0.1% | 0.09% | 28 | +73,866 | 10.6% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 724,301 | 19,722 | 0.2% | 0.18% | 29 | +135,224 | 22.96% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 707,785 | 19,272 | 2.13% | 1.88% | 30 | +100,071 | 16.47% | Q1 2026 | Apr 15, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 703,687 | 19,198 | 4.32% | 3.99% | 31 | +87,030 | 14.11% | Q1 2026 | May 21, 2026 |
| STEPHENS INC /AR/ | History | Added to | 703,100 | 19,145 | 0.24% | 0.23% | 32 | +20,574 | 3.01% | Q1 2026 | Apr 28, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 693,961 | 18,896 | 2.1% | 2.04% | 33 | +23,805 | 3.55% | Q1 2026 | May 07, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 638,390 | 17,383 | 10.16% | 9.69% | 34 | +43,972 | 7.4% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 621,055 | 16,911 | 0.04% | 0.02% | 35 | +314,205 | 102.4% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 609,326 | 16,592 | 0.27% | 0.24% | 36 | +77,450 | 14.56% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 566,123 | 15,419 | 0.08% | 0.07% | 37 | +86,221 | 17.97% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 535,281 | 14,575 | 0.05% | 0.04% | 38 | +95,822 | 21.8% | Q1 2026 | Jun 02, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 516,085 | 14,053 | 0.89% | 0.79% | 39 | +85,162 | 19.76% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 510,734 | 13,907 | 1.54% | 0.04% | 40 | +498,949 | 4233.76% | Q1 2026 | May 11, 2026 |
| VICUS CAPITAL | History | Added to | 497,504 | 13,547 | 1.0% | 0.72% | 41 | +148,007 | 42.35% | Q1 2026 | Apr 22, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 453,756 | 12,355 | 2.99% | 1.66% | 42 | +226,312 | 99.5% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 455,538 | 12,308 | 0.44% | 0.45% | 43 | +23,955 | 5.55% | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | Added to | 451,606 | 12,297 | 10.5% | 3.78% | 44 | +281,398 | 165.33% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 428,985 | 11,681 | 1.26% | 1.19% | 45 | +22,839 | 5.62% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 417,804 | 11,376 | 0.02% | 0.02% | 46 | -9,741 | -2.28% | Q1 2026 | May 14, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 414,296 | 11,281 | 0.19% | 0.18% | 47 | +144 | 0.03% | Q1 2026 | May 13, 2026 |
| Souders Financial Advisors | History | Added to | 413,626 | 11,263 | 1.29% | 1.2% | 48 | +32,881 | 8.64% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 404,251 | 11,007 | 0.15% | 0.13% | 49 | +65,898 | 19.48% | Q1 2026 | May 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 398,120 | 10,840 | 0.8% | 0.74% | 50 | +18,958 | 5.0% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 395,509 | 10,769 | 0.09% | 0.12% | 51 | +24,763 | 6.68% | Q1 2026 | May 15, 2026 |
| Entruity Wealth, LLC | History | Added to | 395,401 | 10,766 | 7.31% | 6.68% | 52 | +56,033 | 16.51% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 377,176 | 10,270 | 0.06% | 0.05% | 53 | +72,431 | 23.77% | Q1 2026 | May 05, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 372,971 | 10,156 | 3.67% | 3.34% | 54 | +28,398 | 8.24% | Q1 2026 | Apr 30, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 368,570 | 10,036 | 0.4% | 0.4% | 55 | -699 | -0.19% | Q1 2026 | Apr 13, 2026 |
| KWB Wealth | History | Reduced | 358,277 | 9,895 | 0.98% | 0.94% | 56 | -198 | -0.06% | Q1 2026 | Apr 08, 2026 |
| Clear Trail Advisors, LLC | History | New | 357,224 | 9,727 | 1.62% | — | 57 | +357,224 | New | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 344,287 | 9,374 | 0.14% | 0.16% | 58 | +50,491 | 17.19% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 343,822 | 9,362 | 0.12% | 0.13% | 59 | +30,783 | 9.83% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 343,313 | 9,348 | 3.26% | 4.86% | 60 | -183,579 | -34.84% | Q1 2026 | Apr 20, 2026 |
| BNB Wealth Management, LLC | History | Added to | 338,717 | 9,223 | 5.92% | 5.64% | 61 | +21,757 | 6.86% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 331,940 | 9,038 | 0.35% | 0.17% | 62 | +275,192 | 484.94% | Q1 2026 | May 15, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 316,978 | 8,631 | 4.31% | 4.43% | 63 | +376 | 0.12% | Q1 2026 | Apr 21, 2026 |
| Clarity Asset Management, Inc. | History | New | 296,946 | 8,085 | 4.09% | — | 64 | +296,946 | New | Q1 2026 | May 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 296,215 | 8,065 | 2.25% | 2.27% | 65 | +4,803 | 1.65% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 284,746 | 7,753 | 0.01% | 0.02% | 66 | -402,553 | -58.57% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 280,434 | 7,683 | 0.01% | 0.0% | 67 | +156,451 | 126.19% | Q1 2026 | May 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 278,148 | 7,573 | 1.58% | 0.85% | 68 | +137,664 | 97.99% | Q1 2026 | May 14, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 277,457 | 7,555 | 4.23% | 3.88% | 69 | +29,715 | 11.99% | Q1 2026 | Apr 16, 2026 |
| Compton Financial Group, LLC | History | Added to | 276,997 | 7,542 | 1.67% | 0.1% | 70 | +261,162 | 1649.27% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 271,950 | 7,405 | 0.45% | 0.46% | 71 | +6,344 | 2.39% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 270,327 | 7,360 | 0.08% | 0.14% | 72 | -186,912 | -40.88% | Q1 2026 | Apr 20, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 262,108 | 7,137 | 5.95% | 5.88% | 73 | +4,586 | 1.78% | Q1 2026 | May 08, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 249,324 | 6,789 | 6.93% | 7.76% | 74 | -16,540 | -6.22% | Q1 2026 | Apr 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 242,354 | 6,599 | 0.05% | 0.05% | 75 | +11,205 | 4.85% | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 226,350 | 6,163 | 0.32% | 0.29% | 76 | +34,827 | 18.18% | Q1 2026 | May 07, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 225,998 | 6,153 | 1.79% | 1.85% | 77 | -5,978 | -2.58% | Q1 2026 | Apr 10, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 222,628 | 6,062 | 0.24% | 0.26% | 78 | -7,073 | -3.08% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 216,147 | 5,969 | 0.04% | 0.04% | 79 | +26,086 | 13.73% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 211,730 | 5,765 | 0.19% | 0.16% | 80 | +36,397 | 20.76% | Q1 2026 | May 14, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 210,458 | 5,730 | 4.63% | 4.49% | 81 | +14,764 | 7.54% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 207,948 | 5,662 | 0.06% | 0.06% | 82 | +10,164 | 5.14% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 205,205 | 5,587 | 0.0% | 0.0% | 83 | +77,304 | 60.44% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 201,513 | 5,487 | 1.44% | 1.22% | 84 | +4,312 | 2.19% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | Added to | 200,348 | 5,455 | 0.62% | 0.61% | 85 | +1,163 | 0.58% | Q1 2026 | May 04, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 194,938 | 5,308 | 1.12% | 1.26% | 86 | -38,016 | -16.32% | Q1 2026 | Apr 13, 2026 |
| LCW Services, LLC | History | Added to | 189,137 | 5,150 | 2.56% | 2.37% | 87 | +28,118 | 17.46% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 188,059 | 5,120 | 0.06% | 0.06% | 88 | +11,105 | 6.28% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 184,881 | 5,034 | 0.37% | 0.33% | 89 | +9,010 | 5.12% | Q1 2026 | Apr 20, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 177,410 | 4,830 | 3.78% | 5.31% | 90 | -50,318 | -22.1% | Q1 2026 | Apr 09, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 176,317 | 4,801 | 4.37% | 4.26% | 91 | +9,101 | 5.44% | Q1 2026 | Apr 23, 2026 |
| NOVEM GROUP | History | Added to | 165,832 | 4,515 | 0.52% | 0.47% | 92 | +18,519 | 12.57% | Q1 2026 | Apr 10, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 158,686 | 4,340 | 2.76% | 3.94% | 93 | -114,643 | -41.94% | Q1 2026 | May 12, 2026 |
| LifeGoal Investments, LLC | History | Added to | 158,364 | 4,322 | 2.47% | 2.5% | 94 | +22,492 | 16.55% | Q1 2026 | Apr 14, 2026 |
| Betterment LLC | History | Reduced | 156,340 | 4,257 | 0.01% | 0.02% | 95 | -159,407 | -50.49% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 146,513 | 3,989 | 0.0% | — | 96 | +146,513 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 145,964 | 3,974 | 0.02% | 0.02% | 97 | +24,728 | 20.4% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 144,255 | 3,928 | 0.01% | 0.01% | 98 | +29,066 | 25.23% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Reduced | 143,429 | 3,905 | 0.19% | 0.2% | 99 | -2,840 | -1.94% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 140,916 | 3,837 | 0.14% | 0.13% | 100 | +9,104 | 6.91% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 139,988 | 3,811 | 0.02% | 0.04% | 101 | -85,722 | -37.98% | Q1 2026 | May 05, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 139,358 | 3,794 | 3.29% | 3.1% | 102 | +12,789 | 10.1% | Q1 2026 | Apr 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 139,058 | 3,786 | 0.08% | 0.07% | 103 | +6,745 | 5.1% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Added to | 133,435 | 3,692 | 0.93% | 0.85% | 104 | +5,961 | 4.68% | Q1 2026 | Apr 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 132,952 | 3,620 | 0.29% | 0.28% | 105 | +4,389 | 3.41% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 129,941 | 3,592 | 0.22% | 0.22% | 106 | +6,056 | 4.89% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 131,035 | 3,568 | 0.03% | 0.03% | 107 | +4,709 | 3.73% | Q1 2026 | May 13, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 131,025 | 3,567 | 3.78% | 3.9% | 108 | -2,024 | -1.52% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 124,447 | 3,437 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Services, LLC | History | Added to | 124,865 | 3,400 | 2.29% | 2.31% | 110 | +2,124 | 1.73% | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | Added to | 123,067 | 3,351 | 0.18% | 0.27% | 111 | +15,342 | 14.24% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 121,886 | 3,318 | 0.07% | 0.01% | 112 | +109,088 | 852.38% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 116,324 | 3,167 | 0.0% | 0.0% | 113 | +29,714 | 34.31% | Q1 2026 | Apr 27, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 116,265 | 3,165 | 2.09% | 2.09% | 114 | +4,000 | 3.56% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 117,101 | 3,164 | 0.0% | 0.0% | 115 | -6,385 | -5.17% | Q1 2026 | May 13, 2026 |
| Rubicon Advisors, GP | History | Reduced | 111,631 | 3,039 | 2.65% | 2.9% | 116 | -1,874 | -1.65% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 110,996 | 3,022 | 0.71% | 0.74% | 117 | +488 | 0.44% | Q1 2026 | Apr 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 109,576 | 2,983 | 1.18% | 1.12% | 118 | +9,698 | 9.71% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 108,545 | 2,955 | 0.09% | 0.06% | 119 | +41,316 | 61.46% | Q1 2026 | Apr 08, 2026 |
| Synergy Investment Management, LLC | History | Added to | 107,169 | 2,918 | 0.95% | 1.01% | 120 | +3,470 | 3.35% | Q1 2026 | May 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 104,556 | 2,847 | 1.28% | 0.87% | 121 | +35,142 | 50.63% | Q1 2026 | Apr 24, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 102,520 | 2,791 | 1.99% | 1.63% | 122 | +23,219 | 29.28% | Q1 2026 | May 19, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 96,924 | 2,639 | 0.27% | 0.21% | 123 | +26,515 | 37.66% | Q1 2026 | Apr 30, 2026 |
| 5T Wealth, LLC | History | Added to | 96,200 | 2,619 | 1.03% | 1.05% | 124 | +763 | 0.8% | Q1 2026 | Apr 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 95,469 | 2,600 | 0.0% | 0.0% | 125 | +48,580 | 103.61% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 94,265 | 2,566 | 0.01% | 0.01% | 126 | -1,154 | -1.21% | Q1 2026 | May 06, 2026 |
| CLG LLC | History | Added to | 91,958 | 2,504 | 0.62% | 0.52% | 127 | +16,517 | 21.89% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 91,664 | 2,496 | 0.01% | 0.01% | 128 | -37,033 | -28.78% | Q1 2026 | Apr 29, 2026 |
| Transcendent Capital Group LLC | History | Added to | 90,868 | 2,474 | 1.13% | 1.12% | 129 | +931 | 1.04% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 90,829 | 2,473 | 0.05% | 0.04% | 130 | +12,370 | 15.77% | Q1 2026 | May 14, 2026 |
| SK Wealth Management, LLC | History | Reduced | 88,468 | 2,420 | 0.67% | 0.69% | 131 | -1,298 | -1.45% | Q1 2026 | May 06, 2026 |
| Jacobi Capital Management LLC | History | Added to | 85,923 | 2,339 | 0.13% | 0.14% | 132 | +925 | 1.09% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 84,439 | 2,299 | 0.0% | 0.0% | 133 | +5,631 | 7.15% | Q1 2026 | May 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 82,451 | 2,262 | 1.17% | 0.9% | 134 | +32,733 | 65.84% | Q1 2026 | May 18, 2026 |
| Saiph Capital, LLC | History | Reduced | 82,667 | 2,251 | 0.85% | 0.84% | 135 | -1,691 | -2.0% | Q1 2026 | May 12, 2026 |
| MFA Wealth Services | History | Added to | 76,722 | 2,089 | 1.38% | 1.41% | 136 | +1,282 | 1.7% | Q1 2026 | Apr 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 75,211 | 2,048 | 0.07% | 0.06% | 137 | +5,427 | 7.78% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 75,087 | 2,044 | 0.29% | 0.09% | 138 | +56,957 | 314.16% | Q1 2026 | Apr 20, 2026 |
| Merited Wealth, LLC | History | Added to | 73,970 | 2,014 | 1.67% | 1.77% | 139 | +4,997 | 7.24% | Q1 2026 | Apr 24, 2026 |
| ProCore Advisors, LLC | History | Reduced | 71,090 | 1,935 | 2.97% | 2.61% | 140 | -21,011 | -22.81% | Q1 2026 | Apr 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 69,964 | 1,905 | 0.55% | 0.54% | 141 | +1,643 | 2.4% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 69,565 | 1,894 | 0.15% | 0.17% | 142 | +3,890 | 5.92% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 69,538 | 1,893 | 0.02% | 0.02% | 143 | +11,705 | 20.24% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 68,245 | 1,862 | 0.13% | 0.09% | 144 | +20,920 | 44.2% | Q1 2026 | May 01, 2026 |
| Greenline Wealth Management LLC | History | Reduced | 68,021 | 1,852 | 2.14% | 2.14% | 145 | -7,019 | -9.35% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 66,116 | 1,800 | 0.03% | 0.02% | 146 | +29,850 | 82.31% | Q1 2026 | Apr 27, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 64,761 | 1,763 | 0.58% | 0.4% | 147 | +10,412 | 19.16% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 62,146 | 1,692 | 0.05% | 0.04% | 148 | +9,657 | 18.4% | Q1 2026 | Apr 21, 2026 |
| 9823 Capital, L.P. | History | Added to | 60,536 | 1,648 | 1.24% | 0.97% | 149 | +9,667 | 19.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 60,423 | 1,645 | 0.01% | 0.01% | 150 | +15,900 | 35.71% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 59,783 | 1,627 | 0.1% | 0.09% | 152 | +4,590 | 8.32% | Q1 2026 | May 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 59,775 | 1,627 | 0.6% | 0.65% | 151 | -1,552 | -2.53% | Q1 2026 | Apr 17, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 59,201 | 1,626 | 0.33% | 0.34% | 153 | +3,224 | 5.76% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Added to | 59,592 | 1,622 | 0.06% | 0.01% | 154 | +44,140 | 285.66% | Q1 2026 | Apr 22, 2026 |
| Element Wealth, LLC | History | Added to | 57,078 | 1,554 | 0.64% | 0.64% | 155 | +927 | 1.65% | Q1 2026 | May 04, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 56,156 | 1,551 | 0.41% | 0.41% | 156 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cottage Street Advisors LLC | History | Added to | 55,769 | 1,518 | 0.66% | 0.62% | 157 | +2,922 | 5.53% | Q1 2026 | Apr 20, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 55,267 | 1,504 | 0.19% | 0.16% | 158 | +11,119 | 25.19% | Q1 2026 | Apr 23, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 54,537 | 1,485 | 0.62% | 0.4% | 159 | +21,166 | 63.43% | Q1 2026 | May 06, 2026 |
| KINTRA WEALTH, LLC | History | New | 53,038 | 1,444 | 0.1% | — | 160 | +53,038 | New | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 52,689 | 1,434 | 0.24% | 0.17% | 161 | +15,734 | 42.58% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 49,908 | 1,358 | 0.0% | 0.0% | 162 | +45,422 | 1012.53% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 49,610 | 1,350 | 0.08% | 0.09% | 163 | +1,611 | 3.36% | Q1 2026 | Apr 27, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 49,098 | 1,336 | 0.96% | 0.77% | 165 | +10,690 | 27.83% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 49,081 | 1,336 | 0.12% | 0.11% | 164 | +2,251 | 4.81% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 48,915 | 1,331 | 0.02% | 0.03% | 166 | -5,429 | -9.99% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 47,618 | 1,296 | 0.06% | 0.07% | 167 | -4,768 | -9.1% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 46,787 | 1,283 | 0.1% | 0.11% | 168 | -214 | -0.46% | Q1 2026 | May 01, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 46,357 | 1,262 | 0.85% | 0.61% | 169 | +14,844 | 47.1% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 46,076 | 1,254 | 0.0% | — | 170 | +46,076 | New | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Reduced | 41,582 | 1,142 | 0.03% | 0.1% | 171 | -45,787 | -52.41% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 42,277 | 1,142 | 0.07% | — | 172 | +42,277 | New | Q1 2026 | Apr 24, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 41,208 | 1,122 | 0.11% | 0.1% | 173 | +7,724 | 23.07% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 40,989 | 1,116 | 0.17% | 0.14% | 174 | +7,505 | 22.41% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 40,963 | 1,115 | 0.02% | 0.01% | 175 | +20,834 | 103.5% | Q1 2026 | May 18, 2026 |
| Independent Advisor Alliance | History | New | 39,932 | 1,087 | 0.01% | — | 176 | +39,932 | New | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Reduced | 39,486 | 1,075 | 0.05% | 0.06% | 177 | -5,133 | -11.5% | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 39,177 | 1,066 | 0.02% | 0.02% | 178 | +9,466 | 31.86% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 38,241 | 1,041 | 0.01% | — | 179 | +38,241 | New | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 36,471 | 993 | 0.03% | 0.01% | 180 | +19,632 | 116.59% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 36,006 | 980 | 0.05% | 0.05% | 181 | +970 | 2.77% | Q1 2026 | Apr 15, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 35,178 | 957 | 0.63% | 0.58% | 182 | +4,021 | 12.91% | Q1 2026 | Apr 08, 2026 |
| Pines Wealth Management, LLC | History | Added to | 35,004 | 953 | 0.31% | 0.27% | 183 | +4,329 | 14.11% | Q1 2026 | Apr 08, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 34,842 | 948 | 0.49% | 0.31% | 184 | +13,889 | 66.29% | Q1 2026 | May 13, 2026 |
| Alchemi Wealth, LLC | History | Added to | 34,406 | 936 | 0.52% | 0.4% | 185 | +7,843 | 29.53% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 32,874 | 895 | 0.0% | 0.0% | 186 | -1,454 | -4.24% | Q1 2026 | May 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 32,147 | 875 | 0.06% | 0.44% | 187 | +5,380 | 20.1% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,112 | 874 | 0.01% | 0.01% | 188 | +6,868 | 27.21% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 31,641 | 871 | 0.02% | — | 189 | +31,641 | New | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 31,623 | 861 | 0.01% | 0.18% | 191 | -238,018 | -88.27% | Q1 2026 | May 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 31,629 | 861 | 0.03% | 0.03% | 190 | +349 | 1.12% | Q1 2026 | May 11, 2026 |
| Burford Brothers, Inc. | History | Added to | 30,956 | 842 | 0.35% | 0.35% | 192 | +414 | 1.36% | Q1 2026 | Apr 27, 2026 |
| Waterfront Wealth Inc. | History | Added to | 30,721 | 836 | 0.15% | 0.15% | 193 | +2,644 | 9.42% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 30,586 | 832 | 0.01% | — | 194 | +30,586 | New | Q1 2026 | May 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 30,463 | 829 | 0.36% | 0.36% | 195 | +3,932 | 14.82% | Q1 2026 | Apr 24, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 30,224 | 823 | 0.65% | 0.62% | 196 | +3,089 | 11.38% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | No change | 29,430 | 801 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | New | 29,291 | 797 | 0.13% | — | 198 | +29,291 | New | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 27,029 | 736 | 0.01% | 0.01% | 199 | +2,044 | 8.18% | Q1 2026 | May 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 26,885 | 732 | 0.44% | 0.48% | 200 | -1,995 | -6.91% | Q1 2026 | Apr 21, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 26,387 | 729 | 0.08% | 0.13% | 201 | -6,801 | -20.49% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 26,243 | 714 | 0.02% | 0.03% | 202 | -15,856 | -37.66% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 26,008 | 708 | 0.09% | 0.1% | 203 | -100 | -0.38% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 24,575 | 678 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MSH Capital Advisors LLC | History | Added to | 24,649 | 671 | 0.14% | 0.14% | 205 | +280 | 1.15% | Q1 2026 | May 08, 2026 |
| Clearwave Capital, LLC | History | Added to | 24,490 | 666 | 0.46% | 0.49% | 206 | +199 | 0.82% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 24,389 | 664 | 0.01% | 0.13% | 207 | -403,068 | -94.29% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 24,163 | 657 | 0.03% | 0.03% | 208 | +6,655 | 38.01% | Q1 2026 | Apr 23, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 23,922 | 651 | 0.33% | — | 209 | +23,922 | New | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Added to | 23,107 | 629 | 0.16% | 0.06% | 210 | +14,625 | 172.42% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 22,688 | 617 | 0.01% | 0.08% | 211 | -121,684 | -84.29% | Q1 2026 | Apr 17, 2026 |
| CAP Partners, LLC | History | Added to | 22,029 | 599 | 0.34% | 0.33% | 212 | +623 | 2.91% | Q1 2026 | Apr 28, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 21,739 | 591 | 0.37% | 0.33% | 213 | +2,687 | 14.1% | Q1 2026 | Apr 21, 2026 |
| Richmond Investment Services, LLC | History | Added to | 21,209 | 577 | 0.09% | 0.08% | 214 | +3,546 | 20.08% | Q1 2026 | Apr 29, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 20,907 | 570 | 0.16% | 0.17% | 215 | +158 | 0.76% | Q1 2026 | Apr 08, 2026 |
| Cooper Financial Group | History | Added to | 20,751 | 565 | 0.06% | 0.06% | 216 | +244 | 1.19% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,755 | 565 | 0.02% | 0.01% | 217 | +20 | 0.1% | Q1 2026 | May 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 20,519 | 558 | 0.12% | 0.1% | 218 | +4,033 | 24.46% | Q1 2026 | May 14, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 20,216 | 550 | 0.17% | 0.15% | 219 | +2,318 | 12.95% | Q1 2026 | Apr 21, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 20,079 | 546 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 20,024 | 545 | 0.08% | 0.13% | 221 | -12,284 | -38.02% | Q1 2026 | May 13, 2026 |
| Owen LaRue, LLC | History | Reduced | 19,833 | 540 | 0.21% | 0.29% | 222 | -7,477 | -27.38% | Q1 2026 | Apr 30, 2026 |
| Brookwood Investment Group LLC | History | Added to | 19,855 | 540 | 0.07% | 0.05% | 224 | +5,785 | 41.12% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 19,799 | 540 | 0.01% | 0.01% | 223 | +2,170 | 12.31% | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 19,626 | 534 | 0.04% | 0.03% | 225 | +6,772 | 52.68% | Q1 2026 | Apr 30, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 19,162 | 521 | 0.12% | 0.12% | 226 | +609 | 3.28% | Q1 2026 | Apr 28, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 18,069 | 492 | 0.12% | 0.13% | 227 | -832 | -4.4% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | New | 17,966 | 489 | 0.0% | — | 228 | +17,966 | New | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 17,952 | 488 | 0.06% | — | 229 | +17,952 | New | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Added to | 17,411 | 474 | 0.01% | 0.01% | 230 | +8,407 | 93.37% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,180 | 467 | 0.02% | — | 231 | +17,180 | New | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,150 | 466 | 0.02% | 0.02% | 232 | +5,123 | 42.6% | Q1 2026 | May 19, 2026 |
| Freestate Advisors LLC | History | Added to | 16,981 | 462 | 0.37% | 0.35% | 233 | +1,250 | 7.95% | Q1 2026 | Apr 09, 2026 |
| Michael Brady & Co., LLC | History | Added to | 16,638 | 453 | 0.46% | 0.26% | 234 | +7,329 | 78.73% | Q1 2026 | Apr 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 16,568 | 451 | 0.01% | 0.01% | 235 | +3,527 | 27.05% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 16,347 | 445 | 0.01% | 0.01% | 236 | +282 | 1.76% | Q1 2026 | Apr 14, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 16,290 | 443 | 0.14% | 0.16% | 237 | -807 | -4.72% | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 16,006 | 435 | 0.01% | 0.01% | 238 | +3,224 | 25.22% | Q1 2026 | May 07, 2026 |
| CVFG LLC | History | Added to | 15,667 | 426 | 0.05% | 0.15% | 239 | +7,826 | 99.81% | Q1 2026 | Apr 29, 2026 |
| Continuum Advisory, LLC | History | Reduced | 15,573 | 424 | 0.04% | 0.05% | 240 | -2,182 | -12.29% | Q1 2026 | Apr 22, 2026 |
| Global Financial Private Client, LLC | History | No change | 15,607 | 424 | 0.14% | 0.15% | 241 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Planning LLC | History | Added to | 15,514 | 422 | 0.14% | 0.07% | 242 | +5,840 | 60.37% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | Added to | 15,370 | 418 | 0.07% | 0.05% | 243 | +2,804 | 22.31% | Q1 2026 | May 27, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 15,290 | 416 | 0.06% | 0.09% | 244 | -8,431 | -35.54% | Q1 2026 | Apr 09, 2026 |
| ORG Partners LLC | History | No change | 14,992 | 414 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 15,087 | 410 | 0.1% | 0.1% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 14,451 | 393 | 0.02% | 0.0% | 247 | +13,315 | 1172.1% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,450 | 393 | 0.01% | 0.01% | 248 | +3,412 | 30.91% | Q1 2026 | May 15, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 13,329 | 362 | 0.1% | 0.15% | 249 | -4,862 | -26.73% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,142 | 357 | 0.01% | 0.01% | 250 | +2,679 | 25.6% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 12,845 | 349 | 0.01% | 0.01% | 251 | -1,610 | -11.14% | Q1 2026 | May 15, 2026 |
| Redwood Family Wealth LLC | History | Added to | 12,726 | 346 | 0.34% | 0.34% | 252 | +66 | 0.52% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 12,621 | 343 | 0.03% | 0.03% | 253 | +1,018 | 8.77% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 12,548 | 341 | 0.03% | 0.03% | 254 | +2,865 | 29.59% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 12,437 | 338 | 0.0% | 0.0% | 255 | -1,208 | -8.85% | Q1 2026 | Apr 16, 2026 |
| Klingman & Associates, LLC | History | No change | 12,381 | 337 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 12,307 | 335 | 0.01% | 0.01% | 257 | +3,600 | 41.35% | Q1 2026 | May 15, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 11,827 | 322 | 0.31% | 0.36% | 258 | -1,888 | -13.77% | Q1 2026 | May 04, 2026 |
| Trademark Financial Management, LLC | History | Added to | 11,700 | 318 | 0.16% | 0.16% | 259 | +995 | 9.29% | Q1 2026 | Apr 27, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 11,605 | 316 | 0.1% | 0.11% | 260 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11,615 | 316 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| January Capital Advisors LLC | History | New | 11,539 | 314 | 0.42% | — | 262 | +11,539 | New | Q1 2026 | May 20, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 11,480 | 312 | 0.07% | 0.08% | 263 | -492 | -4.11% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,350 | 309 | 0.0% | 0.0% | 264 | +138 | 1.23% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,300 | 307 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 11,218 | 305 | 0.26% | 0.27% | 266 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Carson Advisory Inc. | History | Added to | 11,062 | 301 | 0.16% | 0.13% | 268 | +1,805 | 19.5% | Q1 2026 | May 07, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 11,061 | 301 | 0.02% | 0.02% | 267 | -161 | -1.43% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 11,003 | 300 | 0.01% | — | 269 | +11,003 | New | Q1 2026 | May 18, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 10,978 | 298 | 0.1% | 0.08% | 270 | +2,213 | 25.25% | Q1 2026 | May 13, 2026 |
| Crumly & Associates Inc. | History | Reduced | 10,780 | 293 | 0.06% | 1.34% | 271 | -220,574 | -95.34% | Q1 2026 | Apr 02, 2026 |
| Summit Global Investments | History | Added to | 10,603 | 289 | 0.02% | 0.02% | 272 | +247 | 2.39% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,468 | 285 | 0.01% | 0.01% | 273 | +829 | 8.6% | Q1 2026 | Apr 07, 2026 |
| Moors & Cabot, Inc. | History | New | 10,346 | 281 | 0.01% | — | 274 | +10,346 | New | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 10,110 | 275 | 0.1% | 0.1% | 276 | -61 | -0.6% | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 10,102 | 275 | 0.06% | 0.07% | 275 | +53 | 0.53% | Q1 2026 | Apr 14, 2026 |
| IFS Group,LLC | History | New | 10,098 | 274 | 0.24% | — | 277 | +10,098 | New | Q1 2026 | May 18, 2026 |
| Keystone Financial Group | History | Added to | 10,007 | 272 | 0.02% | 0.02% | 278 | +657 | 7.03% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 9,982 | 271 | 0.0% | — | 280 | +9,982 | New | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,973 | 271 | 0.02% | 0.02% | 279 | -750 | -6.99% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 9,814 | 267 | 0.0% | 0.0% | 281 | +2,400 | 32.37% | Q1 2026 | May 12, 2026 |
| Vantus Wealth LLC | History | No change | 9,683 | 267 | 0.2% | 0.2% | 282 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 9,742 | 265 | 0.03% | 0.04% | 283 | -2,932 | -23.13% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | New | 9,689 | 263 | 0.01% | — | 284 | +9,689 | New | Q1 2026 | May 13, 2026 |
| Financial Strategies Group, Inc. | History | New | 9,187 | 253 | 0.04% | — | 285 | +9,187 | New | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 9,126 | 248 | 0.01% | — | 286 | +9,126 | New | Q1 2026 | May 07, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 9,092 | 247 | 0.03% | 0.05% | 287 | -4,823 | -34.66% | Q1 2026 | Apr 08, 2026 |
| Simplicity Wealth,LLC | History | New | 8,983 | 244 | 0.01% | — | 289 | +8,983 | New | Q1 2026 | Apr 30, 2026 |
| Smith Thornton Advisors LLC | History | No change | 8,975 | 244 | 0.12% | 0.13% | 288 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Perspectives, Inc | History | Added to | 8,889 | 242 | 0.07% | 0.05% | 290 | +2,427 | 37.56% | Q1 2026 | May 11, 2026 |
| Live Oak Investment Partners | History | Added to | 8,561 | 233 | 0.14% | 0.14% | 291 | +541 | 6.75% | Q1 2026 | Apr 29, 2026 |
| Tribridge Partners Financial LLC | History | No change | 8,517 | 233 | 0.1% | 0.1% | 292 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | New | 8,424 | 229 | 0.02% | — | 294 | +8,424 | New | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,436 | 229 | 0.0% | 0.0% | 293 | -4,188 | -33.17% | Q1 2026 | Apr 23, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 8,222 | 223 | 0.04% | — | 295 | +8,222 | New | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,614 | 207 | 0.02% | 0.02% | 296 | +72 | 0.95% | Q1 2026 | May 05, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 6,768 | 184 | 0.16% | 0.16% | 297 | +50 | 0.74% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,849 | 159 | 0.0% | — | 299 | +5,849 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,840 | 159 | 0.0% | 0.0% | 298 | +447 | 8.29% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,967 | 135 | 0.01% | 0.01% | 300 | -683 | -12.09% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 4,378 | 119 | 0.0% | 0.0% | 301 | +72 | 1.67% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,088 | 111 | 0.01% | 0.01% | 302 | +1,408 | 52.54% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,644 | 99 | 0.0% | 0.0% | 303 | +43 | 1.19% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | New | 3,375 | 91 | 0.01% | — | 304 | +3,375 | New | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | New | 3,352 | 91 | 0.0% | — | 305 | +3,352 | New | Q1 2026 | May 13, 2026 |
| Olistico Wealth, LLC | History | Added to | 2,226 | 60 | 0.03% | 0.03% | 306 | +266 | 13.57% | Q1 2026 | Apr 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,125 | 57 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 1,994 | 54 | 0.04% | 0.04% | 308 | +73 | 3.8% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,900 | 51 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,311 | 35 | 0.0% | 0.0% | 310 | +324 | 32.83% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,230 | 33 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,067 | 29 | 0.0% | 0.0% | 312 | -172 | -13.88% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 750 | 20 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 700 | 18 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | New | 643 | 17 | 0.0% | — | 315 | +643 | New | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 614 | 16 | 0.01% | 0.0% | 317 | +509 | 484.76% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 600 | 16 | 0.0% | 0.0% | 316 | -367 | -37.95% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 543 | 14 | 0.0% | — | 319 | +543 | New | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 517 | 14 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 265 | 7 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 240 | 6 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 160 | 4 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Life Planners | History | New | 134 | 3 | 0.0% | — | 323 | +134 | New | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | New | 91 | 2 | 0.0% | — | 324 | +91 | New | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | New | 64 | 1 | 0.0% | — | 328 | +64 | New | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | New | 39 | 1 | 0.0% | — | 327 | +39 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 39 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 70 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -376,386 | -100.0% | Q1 2026 | May 15, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 1.97% | — | -113,568 | -100.0% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -62,500 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -50,271 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.62% | — | -27,135 | -100.0% | Q1 2026 | May 20, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,493 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,843 | -100.0% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,416 | -100.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,632 | -100.0% | Q1 2026 | May 11, 2026 |
| Parsonex Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -12,785 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,206 | -100.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -8,859 | -100.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,255 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,009 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,357 | -100.0% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,750 | -100.0% | Q1 2026 | May 01, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 08, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |