Capital Group Fixed Income ETF Trust - CGMU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 46,328,510 | 1,268,474 | 0.2% | 0.2% | 1 | +743,875 | 1.63% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,070,893 | 303,121 | 0.09% | 0.08% | 2 | +1,072,591 | 10.73% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 8,991,680 | 246,192 | 0.01% | 0.01% | 3 | +2,484,296 | 38.18% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,596,372 | 207,988 | 0.13% | 0.12% | 4 | +998,606 | 15.14% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 6,756,622 | 184,996 | 0.05% | 0.04% | 5 | +1,479,528 | 28.04% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,742,102 | 129,838 | 0.02% | 0.02% | 6 | +679,217 | 16.72% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 4,157,316 | 113,827 | 0.12% | 0.11% | 7 | +606,857 | 17.09% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 4,032,770 | 110,417 | 0.02% | 0.02% | 8 | +450,074 | 12.56% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,597,865 | 71,129 | 0.09% | 0.08% | 9 | +236,280 | 10.01% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,377,012 | 65,082 | 0.16% | 0.15% | 10 | +265,406 | 12.57% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,246,187 | 61,500 | 0.04% | 0.03% | 11 | +782,074 | 53.42% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,215,616 | 60,664 | 0.09% | 0.08% | 12 | -20,710 | -0.93% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,034,518 | 55,705 | 0.05% | 0.04% | 13 | +236,595 | 13.16% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,931,271 | 52,878 | 0.02% | 0.01% | 14 | +429,952 | 28.64% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,902,883 | 52,101 | 0.14% | 0.12% | 15 | +318,515 | 20.1% | Q4 2025 | Feb 05, 2026 |
| Blue Chip Partners, LLC | History | Added to | 1,635,685 | 44,785 | 3.25% | 3.19% | 16 | +70,638 | 4.51% | Q4 2025 | Feb 18, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,556,081 | 42,605 | 0.68% | 0.69% | 17 | +51,727 | 3.44% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,250,925 | 34,250 | 0.66% | 0.67% | 18 | +18,926 | 1.54% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,207,850 | 33,070 | 0.07% | 0.06% | 19 | +125,592 | 11.6% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,153,421 | 31,581 | 0.01% | — | 20 | +1,153,421 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,149,959 | 31,485 | 0.42% | 0.55% | 21 | +91,014 | 8.59% | Q4 2025 | Feb 06, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,117,976 | 30,610 | 1.27% | 1.0% | 22 | +371,573 | 49.78% | Q4 2025 | Jan 28, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,024,941 | 28,062 | 1.25% | 1.31% | 23 | -8,819 | -0.85% | Q4 2025 | Jan 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 841,827 | 23,049 | 0.11% | 0.1% | 24 | +127,600 | 17.87% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 810,412 | 22,189 | 1.27% | — | 25 | +810,412 | New | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Added to | 773,710 | 21,184 | 0.02% | 0.01% | 26 | +263,769 | 51.73% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 771,497 | 21,123 | 0.0% | 0.0% | 27 | +221,189 | 40.19% | Q4 2025 | Feb 17, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 748,857 | 20,503 | 4.8% | — | 28 | +748,857 | New | Q4 2025 | Mar 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 745,742 | 20,418 | 0.14% | 0.13% | 29 | +180,522 | 31.94% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 688,364 | 18,847 | 0.04% | 0.04% | 30 | +34,441 | 5.27% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 656,578 | 17,977 | 0.13% | 0.13% | 31 | +34,378 | 5.53% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 649,681 | 17,788 | 0.59% | 0.53% | 32 | +91,749 | 16.44% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 621,927 | 17,028 | 0.0% | 0.0% | 33 | +499,525 | 408.1% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 580,336 | 15,889 | 0.0% | 0.0% | 34 | +295,907 | 104.04% | Q4 2025 | Feb 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 499,912 | 13,685 | 1.83% | 1.34% | 35 | +146,950 | 41.63% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 486,674 | 13,325 | 0.02% | 0.02% | 36 | +52,946 | 12.21% | Q4 2025 | Feb 02, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 479,150 | 13,119 | 2.78% | 2.28% | 37 | -26,612 | -5.26% | Q4 2025 | Feb 17, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 443,171 | 12,134 | 4.01% | 3.93% | 38 | +18,465 | 4.35% | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 437,990 | 11,992 | 0.19% | 0.14% | 39 | +135,912 | 44.99% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 432,799 | 11,850 | 0.36% | 0.29% | 40 | +70,603 | 19.49% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 430,423 | 11,784 | 0.15% | 0.14% | 41 | +37,406 | 9.52% | Q4 2025 | Jan 29, 2026 |
| EnRich Financial Partners LLC | History | Added to | 392,181 | 10,737 | 2.93% | 2.98% | 42 | +7,921 | 2.06% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 363,738 | 9,959 | 0.01% | 0.0% | 43 | +246,372 | 209.92% | Q4 2025 | Feb 10, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 359,449 | 9,841 | 4.14% | 3.28% | 44 | +81,412 | 29.28% | Q4 2025 | Jan 14, 2026 |
| Alliance Private Wealth, LLC | History | New | 351,266 | 9,705 | 3.38% | — | 45 | +351,266 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 347,029 | 9,508 | 0.05% | 0.05% | 46 | +77,631 | 28.82% | Q4 2025 | Feb 17, 2026 |
| Boulder Wealth Advisors, LLC | History | New | 345,208 | 9,451 | 3.99% | — | 47 | +345,208 | New | Q4 2025 | Feb 05, 2026 |
| RMR Wealth Builders | History | New | 337,891 | 9,251 | 0.74% | — | 48 | +337,891 | New | Q4 2025 | Jan 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 332,407 | 9,101 | 6.21% | 5.83% | 49 | +34,797 | 11.69% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 324,169 | 8,875 | 0.01% | 0.01% | 50 | +52,026 | 19.12% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 319,696 | 8,753 | 0.75% | 0.78% | 51 | -3,040 | -0.94% | Q4 2025 | Jan 21, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 316,999 | 8,679 | 0.5% | 0.53% | 52 | -3,826 | -1.19% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 304,416 | 8,334 | 0.54% | 0.47% | 53 | +46,373 | 17.97% | Q4 2025 | Feb 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 300,041 | 8,215 | 0.03% | 0.03% | 54 | +29,286 | 10.82% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 293,757 | 8,043 | 0.09% | 0.09% | 55 | -3,038 | -1.02% | Q4 2025 | Feb 02, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 283,157 | 7,752 | 4.87% | 4.61% | 56 | +19,265 | 7.3% | Q4 2025 | Feb 06, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 270,680 | 7,470 | 5.04% | — | 57 | +270,680 | New | Q4 2025 | Feb 10, 2026 |
| Michael Brady & Co., LLC | History | New | 272,757 | 7,468 | 7.45% | — | 58 | +272,757 | New | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 263,179 | 7,205 | 0.01% | 0.01% | 59 | +146,440 | 125.44% | Q4 2025 | Mar 16, 2026 |
| McNamara Financial Services, Inc. | History | New | 257,169 | 7,041 | 1.34% | — | 60 | +257,169 | New | Q4 2025 | Jan 21, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 231,519 | 6,338 | 4.28% | 3.5% | 61 | +52,663 | 29.44% | Q4 2025 | Jan 15, 2026 |
| Envision Financial Planning, LLC | History | Added to | 227,931 | 6,240 | 2.36% | 2.49% | 62 | +12,374 | 5.74% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 222,349 | 6,087 | 0.01% | 0.01% | 63 | +49,149 | 28.38% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 220,288 | 6,031 | 0.16% | 0.15% | 64 | +10,940 | 5.23% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 214,781 | 5,880 | 0.12% | 0.13% | 65 | -19,765 | -8.43% | Q4 2025 | Jan 14, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 214,701 | 5,878 | 4.93% | — | 66 | +214,701 | New | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 214,339 | 5,868 | 0.14% | 0.13% | 67 | +34,854 | 19.42% | Q4 2025 | Jan 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 209,764 | 5,743 | 0.26% | 0.13% | 68 | +108,706 | 107.57% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 202,188 | 5,552 | 0.01% | 0.01% | 69 | +6,362 | 3.25% | Q4 2025 | Jan 08, 2026 |
| World Investment Advisors | History | Added to | 196,510 | 5,380 | 0.09% | 0.09% | 70 | +30,297 | 18.23% | Q4 2025 | Mar 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 181,680 | 4,974 | 2.94% | 2.25% | 71 | +56,114 | 44.69% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 180,042 | 4,929 | 0.02% | 0.02% | 72 | +1,083 | 0.61% | Q4 2025 | Feb 18, 2026 |
| Capital Planning LLC | History | Added to | 179,441 | 4,916 | 1.38% | 1.42% | 73 | +1,402 | 0.79% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 173,847 | 4,759 | 0.1% | 0.1% | 74 | +10,039 | 6.13% | Q4 2025 | Feb 02, 2026 |
| Skyline Advisors, Inc. | History | Added to | 171,962 | 4,708 | 1.57% | 1.56% | 75 | +5,963 | 3.59% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,802 | 4,703 | 0.02% | 0.02% | 76 | +47,437 | 38.14% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 164,948 | 4,516 | 0.01% | 0.0% | 77 | +104,306 | 172.0% | Q4 2025 | Feb 11, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 164,085 | 4,492 | 1.73% | 0.72% | 78 | +105,319 | 179.22% | Q4 2025 | Jan 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 158,661 | 4,344 | 1.05% | — | 79 | +158,661 | New | Q4 2025 | Feb 02, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 157,437 | 4,310 | 0.7% | 0.71% | 80 | +9,161 | 6.18% | Q4 2025 | Feb 11, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 155,516 | 4,258 | 1.66% | 1.64% | 81 | +14,373 | 10.18% | Q4 2025 | Feb 02, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 154,279 | 4,224 | 0.46% | — | 82 | +154,279 | New | Q4 2025 | Feb 13, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 153,949 | 4,215 | 0.33% | 0.3% | 83 | +14,669 | 10.53% | Q4 2025 | Jan 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 153,714 | 4,209 | 0.04% | 0.03% | 84 | +14,533 | 10.44% | Q4 2025 | Jan 05, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 149,302 | 4,087 | 0.47% | 0.53% | 85 | +35,256 | 30.91% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 144,509 | 3,956 | 0.06% | 0.06% | 86 | +14,735 | 11.35% | Q4 2025 | Feb 09, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 138,256 | 3,785 | 1.39% | 1.39% | 87 | +1,950 | 1.43% | Q4 2025 | Jan 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 130,455 | 3,571 | 0.07% | 0.07% | 88 | -608 | -0.46% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 129,574 | 3,547 | 0.01% | 0.01% | 89 | +29,611 | 29.62% | Q4 2025 | Jan 29, 2026 |
| Beacon Capital Management, Inc. | History | No change | 120,000 | 3,285 | 0.18% | 0.16% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 119,687 | 3,277 | 0.17% | 0.16% | 91 | +19,138 | 19.03% | Q4 2025 | Jan 20, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 119,415 | 3,269 | 0.07% | 0.03% | 92 | +72,163 | 152.72% | Q4 2025 | Feb 17, 2026 |
| Platt Wealth Management LLC | History | New | 118,471 | 3,243 | 3.22% | — | 93 | +118,471 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 115,253 | 3,155 | 0.02% | 0.02% | 94 | +3,441 | 3.08% | Q4 2025 | Feb 12, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 114,733 | 3,141 | 1.2% | 1.23% | 95 | +1,220 | 1.07% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 112,604 | 3,083 | 0.02% | 0.02% | 96 | +20,898 | 22.79% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 108,745 | 2,977 | 0.03% | 0.03% | 97 | +4,327 | 4.14% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 108,494 | 2,970 | 0.04% | 0.02% | 98 | +71,492 | 193.21% | Q4 2025 | Feb 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 106,399 | 2,913 | 1.25% | 1.4% | 99 | +8,313 | 8.48% | Q4 2025 | Jan 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 102,601 | 2,809 | 0.34% | 0.31% | 100 | +7,653 | 8.06% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 102,246 | 2,799 | 0.18% | 0.18% | 101 | +3,913 | 3.98% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 102,011 | 2,793 | 0.05% | 0.06% | 102 | +7,816 | 8.3% | Q4 2025 | Feb 06, 2026 |
| LongView Wealth Management | History | Added to | 100,530 | 2,769 | 0.67% | 0.46% | 103 | +38,803 | 62.86% | Q4 2025 | Jan 13, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 94,581 | 2,589 | 0.38% | 0.36% | 104 | +7,007 | 8.0% | Q4 2025 | Jan 12, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 92,641 | 2,536 | 0.58% | 0.61% | 105 | -5,141 | -5.26% | Q4 2025 | Jan 16, 2026 |
| VICUS CAPITAL | History | Added to | 91,972 | 2,518 | 0.19% | 0.15% | 106 | +21,712 | 30.9% | Q4 2025 | Jan 22, 2026 |
| Inspire Advisors, LLC | History | Added to | 91,718 | 2,511 | 0.23% | 0.21% | 107 | +11,651 | 14.55% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | New | 90,740 | 2,484 | 0.15% | — | 108 | +90,740 | New | Q4 2025 | Jan 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 86,052 | 2,356 | 0.01% | 0.0% | 109 | +77,416 | 896.43% | Q4 2025 | Jan 29, 2026 |
| Freedom Financial Partners LLC | History | Added to | 85,830 | 2,350 | 0.85% | 0.85% | 110 | +4,552 | 5.6% | Q4 2025 | Jan 06, 2026 |
| Financial Council, LLC | History | New | 83,806 | 2,294 | 0.92% | — | 111 | +83,806 | New | Q4 2025 | Feb 05, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 79,249 | 2,169 | 0.91% | 0.8% | 112 | +15,433 | 24.18% | Q4 2025 | Jan 26, 2026 |
| Interchange Capital Partners, LLC | History | New | 76,564 | 2,096 | 0.39% | — | 113 | +76,564 | New | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 75,745 | 2,073 | 0.03% | 0.02% | 114 | +22,835 | 43.16% | Q4 2025 | Feb 05, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 75,142 | 2,057 | 0.71% | 0.74% | 115 | +1,496 | 2.03% | Q4 2025 | Jan 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 75,056 | 2,055 | 0.28% | 0.26% | 116 | +5,832 | 8.42% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 74,966 | 2,052 | 0.04% | 0.04% | 117 | +12,530 | 20.07% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 74,774 | 2,047 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 72,582 | 1,987 | 1.01% | 1.15% | 119 | -9,640 | -11.72% | Q4 2025 | Jan 21, 2026 |
| Leverty Financial Group, LLC | History | Added to | 72,154 | 1,975 | 0.47% | 0.35% | 120 | +22,587 | 45.57% | Q4 2025 | Jan 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 71,326 | 1,952 | 0.02% | 0.02% | 121 | +11,632 | 19.49% | Q4 2025 | Jan 26, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 71,073 | 1,945 | 0.6% | 0.61% | 122 | +325 | 0.46% | Q4 2025 | Jan 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 70,935 | 1,942 | 0.12% | 0.11% | 123 | +1,105 | 1.58% | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 70,542 | 1,931 | 0.04% | 0.05% | 124 | +189 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 69,853 | 1,927 | 0.16% | 0.14% | 125 | +10,639 | 17.97% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 68,898 | 1,886 | 0.01% | 0.01% | 126 | +3,668 | 5.62% | Q4 2025 | Jan 26, 2026 |
| GWN SECURITIES INC. | History | Added to | 68,007 | 1,862 | 0.38% | 0.31% | 127 | +19,124 | 39.12% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 66,161 | 1,811 | 0.04% | — | 128 | +66,161 | New | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Reduced | 65,861 | 1,803 | 0.21% | 0.23% | 129 | -6,393 | -8.85% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 65,099 | 1,782 | 0.04% | 0.02% | 130 | +31,286 | 92.53% | Q4 2025 | Jan 28, 2026 |
| AA Financial Advisors, LLC | History | No change | 64,918 | 1,777 | 0.33% | 0.35% | 131 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 64,671 | 1,770 | 0.07% | 0.07% | 132 | +26,940 | 71.4% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 64,079 | 1,754 | 0.09% | 0.06% | 133 | +27,447 | 74.93% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 61,328 | 1,679 | 0.0% | 0.0% | 134 | +13,246 | 27.55% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 60,918 | 1,668 | 0.05% | 0.05% | 135 | +610 | 1.01% | Q4 2025 | Feb 12, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 60,210 | 1,648 | 0.84% | 0.85% | 136 | +1,000 | 1.69% | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 58,052 | 1,589 | 0.13% | 0.1% | 137 | +12,974 | 28.78% | Q4 2025 | Feb 13, 2026 |
| American Financial Advisors, LLC | History | Added to | 55,417 | 1,517 | 0.2% | 0.18% | 138 | +5,301 | 10.58% | Q4 2025 | Feb 03, 2026 |
| SK Wealth Management, LLC | History | Added to | 54,019 | 1,492 | 0.42% | 0.5% | 139 | +4,825 | 9.81% | Q4 2025 | Jan 30, 2026 |
| Souders Financial Advisors | History | Added to | 54,392 | 1,489 | 0.17% | 0.16% | 140 | +5,110 | 10.37% | Q4 2025 | Feb 02, 2026 |
| Northwest Financial Advisors | History | Added to | 52,846 | 1,446 | 2.97% | 1.41% | 141 | +12,509 | 31.01% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 51,640 | 1,413 | 0.0% | 0.0% | 142 | +14,509 | 39.08% | Q4 2025 | Feb 17, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 51,221 | 1,402 | 0.65% | 0.67% | 143 | +46 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 51,175 | 1,401 | 0.25% | 0.25% | 144 | +1,684 | 3.4% | Q4 2025 | Jan 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 50,290 | 1,376 | 0.08% | 0.04% | 145 | +26,048 | 107.45% | Q4 2025 | Jan 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 50,190 | 1,374 | 0.15% | 0.13% | 146 | +10,116 | 25.24% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 50,156 | 1,373 | 0.05% | 0.05% | 147 | +3,754 | 8.09% | Q4 2025 | Jan 27, 2026 |
| Indivisible Partners | History | New | 49,163 | 1,346 | 0.15% | — | 148 | +49,163 | New | Q4 2025 | Feb 03, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 48,971 | 1,340 | 0.41% | 0.45% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 48,189 | 1,319 | 0.05% | 0.03% | 150 | +19,012 | 65.16% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 46,020 | 1,260 | 0.03% | 0.02% | 151 | +2,282 | 5.22% | Q4 2025 | Feb 11, 2026 |
| Intrua Financial, LLC | History | Added to | 45,775 | 1,253 | 0.13% | 0.12% | 152 | +5,879 | 14.74% | Q4 2025 | Feb 05, 2026 |
| LifeGoal Investments, LLC | History | Added to | 45,200 | 1,237 | 0.82% | 0.84% | 153 | +7,911 | 21.22% | Q4 2025 | Jan 15, 2026 |
| Entruity Wealth, LLC | History | Added to | 43,487 | 1,190 | 0.85% | 0.89% | 154 | +1,329 | 3.15% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 42,544 | 1,164 | 0.0% | 0.0% | 155 | +2,390 | 5.95% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 42,098 | 1,152 | 0.3% | 0.24% | 157 | +9,565 | 29.4% | Q4 2025 | Jan 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 42,085 | 1,152 | 0.07% | 0.07% | 156 | +1,390 | 3.42% | Q4 2025 | Feb 10, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 41,274 | 1,130 | 0.34% | 0.3% | 158 | +6,368 | 18.24% | Q4 2025 | Jan 22, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 39,664 | 1,085 | 0.2% | 0.22% | 159 | -1,238 | -3.03% | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 39,099 | 1,070 | 0.12% | 0.09% | 160 | +14,143 | 56.67% | Q4 2025 | Feb 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 38,644 | 1,058 | 0.16% | — | 161 | +38,644 | New | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 38,484 | 1,053 | 0.05% | 0.04% | 162 | +5,471 | 16.57% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 37,901 | 1,037 | 0.04% | 0.03% | 163 | +6,415 | 20.37% | Q4 2025 | Feb 06, 2026 |
| KWB Wealth | History | New | 37,534 | 1,027 | 0.1% | — | 164 | +37,534 | New | Q4 2025 | Jan 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 36,975 | 1,021 | 0.25% | 0.21% | 165 | +10,020 | 37.17% | Q4 2025 | Feb 05, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 35,936 | 983 | 0.49% | 0.23% | 166 | +20,560 | 133.71% | Q4 2025 | Jan 30, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 35,016 | 958 | 0.22% | 0.23% | 167 | +402 | 1.16% | Q4 2025 | Feb 05, 2026 |
| Melone Private Wealth, LLC | History | Added to | 32,647 | 893 | 0.38% | 0.2% | 168 | +16,448 | 101.54% | Q4 2025 | Jan 07, 2026 |
| VestGen Investment Management | History | Added to | 32,086 | 878 | 0.49% | 0.51% | 169 | +954 | 3.06% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 31,856 | 872 | 0.01% | 0.01% | 170 | +10,603 | 49.89% | Q4 2025 | Feb 13, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 31,832 | 871 | 1.12% | 1.44% | 171 | -3,626 | -10.23% | Q4 2025 | Feb 23, 2026 |
| COFG Advisors, LLC | History | New | 31,316 | 857 | 0.21% | — | 172 | +31,316 | New | Q4 2025 | Feb 10, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 31,297 | 856 | 0.24% | 0.25% | 173 | +96 | 0.31% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 31,101 | 851 | 0.04% | 0.03% | 174 | +11,072 | 55.28% | Q4 2025 | Feb 05, 2026 |
| Burton Enright Welch | History | Added to | 30,239 | 827 | 0.12% | 0.1% | 175 | +6,913 | 29.64% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 30,066 | 823 | 0.01% | 0.0% | 176 | +19,024 | 172.29% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 29,651 | 811 | 0.07% | 0.04% | 177 | +12,056 | 68.52% | Q4 2025 | Jan 26, 2026 |
| Betterment LLC | History | Added to | 28,313 | 775 | 0.0% | 0.0% | 178 | +711 | 2.58% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 28,173 | 771 | 0.03% | 0.03% | 179 | +512 | 1.85% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 27,455 | 751 | 0.04% | 0.04% | 180 | +2,000 | 7.86% | Q4 2025 | Jan 26, 2026 |
| Family Manage LLC | History | New | 27,322 | 748 | 0.09% | — | 181 | +27,322 | New | Q4 2025 | Feb 17, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 26,819 | 734 | 0.62% | — | 182 | +26,819 | New | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 26,577 | 727 | 0.02% | 0.01% | 183 | +6,307 | 31.11% | Q4 2025 | Feb 06, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 25,925 | 709 | 0.09% | 0.08% | 184 | +3,674 | 16.51% | Q4 2025 | Feb 17, 2026 |
| Bank of Marin | History | Added to | 25,925 | 709 | 0.49% | 0.43% | 185 | +3,674 | 16.51% | Q4 2025 | Feb 17, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 25,796 | 706 | 0.09% | 0.09% | 186 | +3,639 | 16.42% | Q4 2025 | Jan 09, 2026 |
| Maia Wealth LLC | History | Added to | 24,775 | 688 | 0.12% | 0.11% | 187 | +743 | 3.09% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 25,054 | 685 | 0.02% | 0.02% | 188 | +293 | 1.18% | Q4 2025 | Jan 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 24,946 | 683 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group | History | New | 24,296 | 665 | 0.05% | — | 190 | +24,296 | New | Q4 2025 | Feb 06, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 24,284 | 664 | 0.09% | 0.24% | 191 | +8,504 | 53.89% | Q4 2025 | Feb 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,503 | 643 | 0.03% | 0.03% | 192 | +660 | 2.89% | Q4 2025 | Feb 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 23,141 | 633 | 0.18% | 0.12% | 193 | +8,050 | 53.34% | Q4 2025 | Jan 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 22,737 | 622 | 0.03% | — | 194 | +22,737 | New | Q4 2025 | Jan 28, 2026 |
| Sunrise Financial Services, LLC | History | New | 22,641 | 619 | 0.47% | — | 195 | +22,641 | New | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 22,360 | 612 | 0.01% | 0.01% | 196 | -1,443 | -6.06% | Q4 2025 | Feb 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 22,055 | 603 | 0.07% | 0.06% | 197 | +2,712 | 14.02% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 21,770 | 596 | 0.02% | 0.02% | 198 | +2,010 | 10.17% | Q4 2025 | Jan 30, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 21,046 | 576 | 0.06% | 0.07% | 199 | -392 | -1.83% | Q4 2025 | Jan 08, 2026 |
| Transcendent Capital Group LLC | History | Added to | 20,430 | 559 | 0.25% | 0.24% | 200 | +492 | 2.47% | Q4 2025 | Jan 26, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 20,289 | 555 | 0.02% | 0.02% | 201 | +930 | 4.8% | Q4 2025 | Feb 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 20,191 | 552 | 0.12% | 0.15% | 202 | +177 | 0.88% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 20,031 | 548 | 0.0% | — | 203 | +20,031 | New | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | New | 20,002 | 547 | 0.01% | — | 205 | +20,002 | New | Q4 2025 | Feb 03, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 20,000 | 547 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 19,971 | 546 | 0.0% | — | 206 | +19,971 | New | Q4 2025 | Feb 18, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 19,676 | 538 | 0.13% | 0.12% | 207 | +1,828 | 10.24% | Q4 2025 | Feb 11, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 19,580 | 536 | 0.19% | 0.16% | 208 | +3,446 | 21.36% | Q4 2025 | Feb 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 19,532 | 534 | 0.02% | 0.01% | 209 | +4,048 | 26.14% | Q4 2025 | Feb 13, 2026 |
| Bill Few Associates, Inc. | History | Added to | 19,352 | 529 | 0.13% | 0.1% | 210 | +5,678 | 41.52% | Q4 2025 | Jan 12, 2026 |
| Glenview Trust Co | History | No change | 18,984 | 519 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,853 | 516 | 0.0% | 0.0% | 212 | +1,024 | 5.74% | Q4 2025 | Jan 26, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 18,694 | 511 | 0.14% | 0.1% | 213 | +5,949 | 46.68% | Q4 2025 | Jan 13, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | New | 17,987 | 492 | 0.27% | — | 214 | +17,987 | New | Q4 2025 | Jan 08, 2026 |
| First Heartland Consultants, Inc. | History | No change | 17,697 | 484 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 17,286 | 473 | 0.15% | — | 216 | +17,286 | New | Q4 2025 | Jan 08, 2026 |
| Balboa Wealth Partners | History | New | 17,025 | 466 | 0.08% | — | 217 | +17,025 | New | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,973 | 464 | 0.0% | 0.0% | 218 | +12,388 | 270.19% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 16,459 | 453 | 0.03% | 0.03% | 219 | -1,688 | -9.3% | Q4 2025 | Feb 04, 2026 |
| Greenline Wealth Management LLC | History | New | 16,517 | 452 | 0.47% | — | 220 | +16,517 | New | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 16,122 | 441 | 0.2% | 0.17% | 221 | +2,959 | 22.48% | Q4 2025 | Jan 26, 2026 |
| Elequin Capital, LP | History | Added to | 16,050 | 439 | 0.03% | 0.01% | 222 | +9,142 | 132.34% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 15,930 | 436 | 0.0% | 0.0% | 223 | +1,430 | 9.86% | Q4 2025 | Jan 20, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 15,601 | 427 | 0.25% | 0.26% | 224 | +5 | 0.03% | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 15,507 | 424 | 0.01% | — | 225 | +15,507 | New | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | New | 15,119 | 413 | 0.02% | — | 226 | +15,119 | New | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | New | 14,852 | 406 | 0.0% | — | 227 | +14,852 | New | Q4 2025 | Feb 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 14,700 | 402 | 0.14% | 0.15% | 228 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| M Wealth Management, LLC | History | Added to | 14,588 | 399 | 0.35% | 0.22% | 229 | +5,479 | 60.15% | Q4 2025 | Jan 29, 2026 |
| Carson Advisory Inc. | History | Added to | 13,732 | 375 | 0.19% | 0.19% | 230 | +788 | 6.09% | Q4 2025 | Feb 12, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 13,304 | 364 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,281 | 363 | 0.01% | 0.01% | 232 | +117 | 0.89% | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,200 | 361 | 0.02% | 0.02% | 233 | +750 | 6.02% | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Added to | 13,045 | 357 | 0.04% | 0.03% | 236 | +4,091 | 45.69% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 13,056 | 357 | 0.0% | 0.0% | 234 | -250 | -1.88% | Q4 2025 | Jan 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 13,053 | 357 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CLG LLC | History | New | 12,988 | 355 | 0.09% | — | 237 | +12,988 | New | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 12,747 | 349 | 0.0% | — | 238 | +12,747 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 12,700 | 347 | 0.0% | 0.0% | 239 | -1,750 | -12.11% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,700 | 347 | 0.0% | 0.0% | 240 | +753 | 6.3% | Q4 2025 | Feb 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 12,640 | 346 | 0.09% | 0.1% | 242 | +485 | 3.99% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 12,644 | 346 | 0.14% | 0.15% | 241 | +108 | 0.86% | Q4 2025 | Jan 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 12,395 | 339 | 0.09% | 0.03% | 243 | +8,538 | 221.36% | Q4 2025 | Feb 06, 2026 |
| ProCore Advisors, LLC | History | New | 12,320 | 337 | 0.35% | — | 245 | +12,320 | New | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 12,338 | 337 | 0.03% | 0.03% | 244 | -224 | -1.78% | Q4 2025 | Jan 29, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 12,180 | 333 | 0.07% | 0.09% | 246 | -215 | -1.73% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,628 | 318 | 0.0% | 0.0% | 247 | +3,219 | 38.28% | Q4 2025 | Feb 09, 2026 |
| Hilltop Holdings Inc. | History | New | 11,603 | 317 | 0.02% | — | 248 | +11,603 | New | Q4 2025 | Feb 17, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 11,001 | 301 | 0.16% | 0.11% | 249 | +3,608 | 48.8% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,804 | 295 | 0.01% | 0.01% | 250 | +1,919 | 21.6% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Added to | 10,738 | 294 | 0.02% | 0.02% | 251 | +42 | 0.39% | Q4 2025 | Jan 05, 2026 |
| Ballew Advisors, Inc | History | Added to | 10,540 | 290 | 0.16% | 0.15% | 252 | +1,000 | 10.48% | Q4 2025 | Jan 14, 2026 |
| Burford Brothers, Inc. | History | New | 10,196 | 279 | 0.12% | — | 253 | +10,196 | New | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,039 | 274 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 9,897 | 270 | 0.14% | — | 255 | +9,897 | New | Q4 2025 | Jan 27, 2026 |
| Vantus Wealth LLC | History | New | 9,725 | 266 | 0.2% | — | 256 | +9,725 | New | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | New | 9,715 | 265 | 0.01% | — | 257 | +9,715 | New | Q4 2025 | Feb 17, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 9,392 | 257 | 0.11% | — | 258 | +9,392 | New | Q4 2025 | Mar 10, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 8,925 | 244 | 0.09% | 0.09% | 259 | +1,000 | 12.62% | Q4 2025 | Jan 27, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 8,888 | 243 | 0.13% | 0.13% | 260 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,442 | 232 | 0.01% | — | 261 | +8,442 | New | Q4 2025 | Feb 03, 2026 |
| SITTNER & NELSON, LLC | History | New | 8,000 | 221 | 0.08% | — | 262 | +8,000 | New | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 7,967 | 218 | 0.0% | 0.0% | 263 | -1,034 | -11.49% | Q4 2025 | Feb 12, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 7,434 | 203 | 0.12% | 0.23% | 264 | -5,467 | -42.38% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,220 | 197 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,989 | 191 | 0.05% | 0.04% | 266 | +1,368 | 24.34% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 6,564 | 179 | 0.0% | 0.0% | 267 | +384 | 6.21% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 6,047 | 165 | 0.0% | — | 268 | +6,047 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | New | 4,551 | 124 | 0.0% | — | 269 | +4,551 | New | Q4 2025 | Jan 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 4,366 | 119 | 0.04% | — | 270 | +4,366 | New | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | New | 4,230 | 115 | 0.0% | — | 271 | +4,230 | New | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | No change | 3,750 | 102 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,430 | 93 | 0.01% | 0.01% | 273 | +30 | 0.88% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,838 | 77 | 0.0% | — | 274 | +2,838 | New | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,375 | 65 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Ancora Advisors LLC | History | New | 2,300 | 62 | 0.0% | — | 276 | +2,300 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,120 | 58 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 1,973 | 54 | 0.0% | 0.0% | 278 | +1,736 | 732.49% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,962 | 53 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Clark Wealth Partners | History | No change | 1,768 | 48 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,628 | 44 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,207 | 33 | 0.0% | 0.0% | 283 | -352 | -22.58% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 1,228 | 33 | 0.0% | 0.0% | 282 | +300 | 32.33% | Q4 2025 | Jan 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,115 | 30 | 0.02% | 0.02% | 285 | -1,335 | -54.49% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | New | 1,100 | 30 | 0.0% | — | 284 | +1,100 | New | Q4 2025 | Feb 17, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 864 | 23 | 0.02% | — | 286 | +864 | New | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 433 | 11 | 0.0% | — | 287 | +433 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 284 | 8 | 0.0% | 0.0% | 290 | -73 | -20.45% | Q4 2025 | Feb 02, 2026 |
| JNBA Financial Advisors | History | Added to | 320 | 8 | 0.0% | 0.0% | 289 | +3 | 0.95% | Q4 2025 | Jan 26, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 300 | 8 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 182 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | New | 134 | 3 | 0.0% | — | 293 | +134 | New | Q4 2025 | Jan 13, 2026 |
| Community Bank, N.A. | History | New | 133 | 3 | 0.0% | — | 292 | +133 | New | Q4 2025 | Feb 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 60 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77,964 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,357 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -7,733 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,597 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,732 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q3 2025 | Nov 05, 2025 |