Capital Group Fixed Income ETF Trust - CGMU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | No change | 50,129,642 | 1,377,061 | 0.28% | 0.28% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,701,352 | 376,376 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 11,590,616 | 318,394 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 10,864,259 | 298,441 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,893,297 | 271,768 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,666,614 | 238,071 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,493,642 | 151,070 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 5,174,365 | 142,139 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 4,610,111 | 126,639 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,861,789 | 106,083 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,929,467 | 80,472 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,862,085 | 78,623 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,479,147 | 68,102 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,412,135 | 66,261 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,228,862 | 61,226 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,160,787 | 59,357 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 1,946,260 | 53,463 | 0.75% | 0.75% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Chip Partners, LLC | History | No change | 1,585,807 | 43,562 | 2.75% | 2.75% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,581,945 | 43,456 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,579,564 | 43,391 | 0.69% | 0.69% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,527,399 | 41,988 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 1,388,326 | 38,137 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,321,147 | 36,291 | 1.4% | 1.4% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,308,396 | 35,941 | 0.34% | 0.34% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,261,457 | 34,652 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,168,831 | 32,107 | 0.92% | 0.92% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,154,308 | 31,708 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,086,840 | 29,855 | 0.14% | 0.14% | 28 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capital Analysts, LLC | History | No change | 1,078,448 | 29,624 | 0.68% | 0.68% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 946,844 | 26,010 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 917,990 | 25,217 | 0.66% | 0.66% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 885,576 | 24,326 | 4.6% | 4.6% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 871,296 | 23,934 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | No change | 836,728 | 22,984 | 1.14% | 1.14% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 748,312 | 20,556 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 742,297 | 20,390 | 0.16% | 0.16% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 765,597 | 19,859 | 1.46% | 0.74% | 37 | +408,964 | 114.67% | Q3 2026 | Oct 01, 2026 |
| Private Advisor Group, LLC | History | No change | 722,530 | 19,847 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clear Trail Advisors, LLC | History | No change | 663,356 | 18,222 | 2.78% | 2.78% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 582,270 | 15,986 | 1.84% | 1.84% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 539,112 | 14,809 | 0.18% | 0.18% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 516,264 | 14,181 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 461,043 | 12,664 | 0.85% | 0.85% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 456,014 | 12,526 | 0.14% | 0.14% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 422,343 | 11,601 | 4.28% | 4.28% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EnRich Financial Partners LLC | History | No change | 415,313 | 11,408 | 2.71% | 2.71% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RMR Wealth Builders | History | No change | 414,630 | 11,405 | 0.71% | 0.71% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | No change | 408,202 | 11,235 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 404,334 | 11,107 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 402,606 | 11,059 | 0.53% | 0.53% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 387,615 | 10,647 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Michael Brady & Co., LLC | History | No change | 382,401 | 10,504 | 9.27% | 9.27% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 378,400 | 10,394 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 377,874 | 10,380 | 3.78% | 3.78% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 345,566 | 9,492 | 0.9% | 0.9% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 333,857 | 9,171 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 326,066 | 8,957 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 326,095 | 8,957 | 5.37% | 5.37% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 323,544 | 8,887 | 0.47% | 0.47% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 326,554 | 8,865 | 5.87% | 5.87% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jacobi Capital Management LLC | History | No change | 317,921 | 8,733 | 0.43% | 0.43% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alliance Private Wealth, LLC | History | No change | 315,801 | 8,675 | 3.01% | 3.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| McNamara Financial Services, Inc. | History | No change | 305,929 | 8,403 | 1.45% | 1.45% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 305,784 | 8,399 | 0.96% | 0.96% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 305,624 | 8,340 | 4.38% | 4.38% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 291,291 | 8,001 | 1.91% | 1.91% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 285,973 | 7,855 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leverty Financial Group, LLC | History | Added to | 301,063 | 7,809 | 1.42% | 0.89% | 68 | +133,560 | 79.74% | Q3 2026 | Oct 08, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 271,595 | 7,460 | 4.31% | 4.31% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clarity Asset Management, Inc. | History | No change | 268,763 | 7,382 | 3.62% | 3.62% | 70 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 264,359 | 7,261 | 1.54% | 1.54% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Envision Financial Planning, LLC | History | No change | 263,987 | 7,251 | 2.36% | 2.36% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 261,200 | 7,175 | 0.28% | 0.28% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 257,734 | 7,079 | 0.13% | 0.13% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 251,465 | 6,907 | 1.42% | 1.42% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 247,481 | 6,798 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 245,076 | 6,732 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 242,504 | 6,661 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 241,477 | 6,633 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 239,430 | 6,577 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VICUS CAPITAL | History | No change | 237,250 | 6,517 | 0.42% | 0.42% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 229,441 | 6,302 | 5.05% | 5.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMPACTfolio, LLC | History | No change | 224,209 | 6,159 | 2.32% | 2.32% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 223,595 | 6,142 | 0.8% | 0.8% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 215,656 | 5,924 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 211,497 | 5,809 | 2.03% | 2.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 205,431 | 5,578 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 201,026 | 5,463 | 0.68% | 0.68% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | No change | 196,849 | 5,407 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 196,215 | 5,390 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 195,645 | 5,360 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 194,341 | 5,338 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 193,766 | 5,322 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINTRA WEALTH, LLC | History | No change | 194,705 | 5,297 | 0.28% | 0.28% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 190,366 | 5,229 | 2.87% | 2.87% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mutual Advisors, LLC | History | No change | 189,778 | 5,213 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 174,513 | 4,793 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Private Trust Co. | History | Reduced | 184,373 | 4,782 | 0.26% | 0.36% | 98 | -49,718 | -21.24% | Q3 2026 | Oct 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 165,717 | 4,552 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 163,883 | 4,501 | 0.33% | 0.33% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Landmark Wealth Management, LLC | History | No change | 156,284 | 4,293 | 1.03% | 1.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 155,828 | 4,280 | 0.83% | 0.83% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 155,700 | 4,277 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 154,087 | 4,232 | 0.28% | 0.28% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 159,237 | 4,130 | 0.03% | 0.0% | 105 | +137,405 | 629.37% | Q3 2026 | Oct 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 148,803 | 4,087 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 147,010 | 4,038 | 0.18% | 0.18% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 143,226 | 3,934 | 0.33% | 0.33% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trinity Wealth Management, LLC | History | No change | 143,162 | 3,932 | 1.25% | 1.25% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 140,159 | 3,850 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 137,957 | 3,789 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 137,509 | 3,777 | 2.03% | 2.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LongView Wealth Management | History | No change | 136,308 | 3,744 | 0.96% | 0.96% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| StrongBox Wealth, LLC | History | No change | 133,783 | 3,675 | 1.05% | 1.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Skyline Advisors, Inc. | History | No change | 132,850 | 3,649 | 1.15% | 1.15% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Thrive Wealth Management, LLC | History | No change | 129,138 | 3,547 | 0.45% | 0.45% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 126,887 | 3,485 | 0.21% | 0.21% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Family Manage LLC | History | No change | 126,545 | 3,476 | 0.36% | 0.36% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FWG Holdings, LLC | History | No change | 128,242 | 3,468 | 1.2% | 1.2% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Management, Inc. | History | No change | 125,713 | 3,453 | 1.06% | 1.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aurdan Capital Management, LLC | History | No change | 122,417 | 3,362 | 0.85% | 0.85% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Capital Management, Inc. | History | No change | 120,000 | 3,296 | 0.2% | 0.2% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Platt Wealth Management LLC | History | No change | 117,391 | 3,224 | 2.59% | 2.59% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valmark Advisers, Inc. | History | No change | 117,301 | 3,222 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | No change | 114,751 | 3,152 | 0.29% | 0.29% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Planning LLC | History | Reduced | 116,651 | 3,025 | 0.8% | 1.05% | 126 | -15,168 | -11.51% | Q3 2026 | Oct 09, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 108,489 | 2,980 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WNY Asset Management, LLC | History | No change | 108,335 | 2,975 | 0.27% | 0.27% | 128 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Inspire Advisors, LLC | History | No change | 106,021 | 2,912 | 0.2% | 0.2% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 104,517 | 2,871 | 1.32% | 1.32% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Northwest Financial Advisors | History | No change | 103,447 | 2,841 | 0.38% | 0.38% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NavPoint Financial, Inc. | History | No change | 102,825 | 2,824 | 1.05% | 1.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 101,521 | 2,788 | 0.55% | 0.55% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 101,376 | 2,784 | 1.6% | 1.6% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovran Advisors, LLC | History | No change | 97,977 | 2,659 | 0.2% | 0.2% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COFG Advisors, LLC | History | No change | 96,242 | 2,643 | 0.46% | 0.46% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 95,919 | 2,634 | 0.27% | 0.27% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Council, LLC | History | No change | 95,167 | 2,614 | 0.85% | 0.85% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 94,852 | 2,605 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | No change | 93,703 | 2,574 | 0.43% | 0.43% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snider Financial Group | History | No change | 88,906 | 2,442 | 0.62% | 0.62% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 88,180 | 2,422 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tribridge Partners Financial LLC | History | No change | 87,895 | 2,382 | 0.93% | 0.93% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Freedom Financial Partners LLC | History | No change | 85,163 | 2,339 | 0.76% | 0.76% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 84,849 | 2,330 | 0.26% | 0.26% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Melone Private Wealth, LLC | History | No change | 83,852 | 2,303 | 0.88% | 0.88% | 146 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 82,101 | 2,255 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 81,472 | 2,238 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 81,293 | 2,233 | 0.7% | 0.7% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 81,004 | 2,225 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 78,493 | 2,156 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 77,402 | 2,126 | 0.6% | 0.6% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 76,257 | 2,094 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 74,849 | 2,056 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Interchange Capital Partners, LLC | History | No change | 73,758 | 2,026 | 0.38% | 0.38% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 70,577 | 1,938 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 69,691 | 1,914 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AA Financial Advisors, LLC | History | No change | 67,338 | 1,849 | 0.22% | 0.22% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 64,729 | 1,778 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 63,567 | 1,746 | 0.89% | 0.89% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SteelPeak Wealth, LLC | History | No change | 62,684 | 1,721 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Entruity Wealth, LLC | History | No change | 61,666 | 1,693 | 1.1% | 1.1% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 60,483 | 1,661 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Thornton Advisors LLC | History | No change | 60,210 | 1,648 | 0.73% | 0.73% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Souders Financial Advisors | History | No change | 58,578 | 1,609 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Financial Advisors, LLC | History | No change | 58,170 | 1,597 | 0.19% | 0.19% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burton Enright Welch | History | No change | 57,966 | 1,592 | 0.19% | 0.19% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | No change | 57,477 | 1,578 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 57,115 | 1,568 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 56,145 | 1,542 | 0.23% | 0.23% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 55,851 | 1,534 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Berger Financial Group, Inc | History | No change | 54,028 | 1,484 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 53,550 | 1,471 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 56,701 | 1,470 | 0.33% | 0.33% | 174 | +3,338 | 6.26% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 52,653 | 1,446 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 52,129 | 1,431 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Indivisible Partners | History | No change | 48,723 | 1,338 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 48,538 | 1,333 | 0.21% | 0.21% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SK Wealth Management, LLC | History | No change | 49,033 | 1,330 | 0.3% | 0.3% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 47,424 | 1,302 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 49,902 | 1,294 | 0.85% | 0.95% | 182 | -1,687 | -3.27% | Q3 2026 | Oct 06, 2026 |
| Quantinno Capital Management LP | History | No change | 47,130 | 1,294 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 46,215 | 1,269 | 0.42% | 0.42% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 45,951 | 1,262 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 45,300 | 1,244 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 45,075 | 1,238 | 0.27% | 0.27% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 44,204 | 1,214 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Intergy Private Wealth, LLC | History | No change | 43,641 | 1,198 | 0.28% | 0.28% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 43,148 | 1,185 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 41,831 | 1,149 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 41,162 | 1,130 | 0.27% | 0.27% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 41,030 | 1,127 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 38,941 | 1,069 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meridian Wealth Management, LLC | History | No change | 37,301 | 1,024 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 37,084 | 1,018 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlas Private Wealth Advisors | History | No change | 36,899 | 1,013 | 0.22% | 0.22% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 36,097 | 991 | 0.12% | 0.12% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 35,111 | 964 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VestGen Advisors, LLC | History | No change | 33,072 | 908 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equity Wealth Partners, LLC | History | No change | 32,679 | 897 | 0.32% | 0.32% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ascent Group, LLC | History | No change | 32,559 | 894 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Betterment LLC | History | No change | 31,754 | 872 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Investment Management | History | No change | 30,652 | 842 | 0.45% | 0.45% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 30,479 | 837 | 0.24% | 0.24% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 30,298 | 832 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 30,251 | 831 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bare Financial Services, Inc | History | No change | 30,150 | 828 | 0.19% | 0.19% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 30,089 | 826 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 29,866 | 820 | 0.18% | 0.18% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 29,432 | 808 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 29,426 | 808 | 0.2% | 0.2% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 29,318 | 805 | 0.35% | 0.35% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HB Wealth Management, LLC | History | No change | 29,100 | 799 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 30,476 | 790 | 0.02% | 0.02% | 214 | +10,476 | 52.38% | Q3 2026 | Oct 08, 2026 |
| January Capital Advisors LLC | History | No change | 28,076 | 771 | 0.64% | 0.64% | 215 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Carson Advisory Inc. | History | No change | 27,444 | 753 | 0.35% | 0.35% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 27,142 | 745 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group | History | No change | 27,104 | 744 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 27,031 | 742 | 0.12% | 0.12% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 26,784 | 735 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 26,418 | 725 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenline Wealth Management LLC | History | No change | 26,422 | 725 | 0.6% | 0.6% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of Marin | History | No change | 25,925 | 712 | 0.5% | 0.5% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunburst Financial Group, LLC | History | New | 27,075 | 702 | 0.11% | — | 224 | +27,075 | New | Q3 2026 | Oct 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 25,452 | 699 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SITTNER & NELSON, LLC | History | No change | 24,795 | 681 | 0.21% | 0.21% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Management Associates, Inc | History | No change | 24,611 | 676 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 24,307 | 667 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 24,221 | 665 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 25,492 | 661 | 0.08% | 0.08% | 230 | -472 | -1.82% | Q3 2026 | Oct 08, 2026 |
| Bill Few Associates, Inc. | History | No change | 23,778 | 653 | 0.14% | 0.14% | 231 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ProCore Advisors, LLC | History | No change | 23,755 | 652 | 0.81% | 0.81% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | No change | 23,643 | 649 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sunrise Financial Services, LLC | History | No change | 23,357 | 641 | 0.38% | 0.38% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 23,301 | 640 | 0.26% | 0.26% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 23,146 | 635 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 23,011 | 632 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 22,891 | 628 | 0.24% | 0.24% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Group Ltd | History | No change | 23,793 | 618 | 0.11% | 0.12% | 239 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Merit Financial Group, LLC | History | No change | 21,834 | 599 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | No change | 21,969 | 595 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 21,969 | 595 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 21,508 | 590 | 0.19% | 0.19% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Office Research LLC | History | No change | 21,415 | 588 | 0.22% | 0.22% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transcendent Capital Group LLC | History | No change | 20,392 | 560 | 0.22% | 0.22% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 20,223 | 555 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 20,099 | 552 | 0.26% | 0.26% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 20,074 | 551 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| M Wealth Management, LLC | History | No change | 19,759 | 542 | 0.43% | 0.43% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 19,451 | 534 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 19,172 | 526 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glenview Trust Co | History | No change | 18,984 | 521 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 18,645 | 512 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | History | No change | 18,665 | 512 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 18,649 | 512 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Synergy Investment Management, LLC | History | No change | 18,400 | 505 | 0.12% | 0.12% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 18,264 | 501 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUCCESSION FINANCIAL, INC. | History | No change | 18,162 | 498 | 0.47% | 0.47% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 18,111 | 497 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | No change | 17,857 | 490 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLG LLC | History | No change | 17,581 | 482 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essential Investment Partners LLC | History | No change | 17,534 | 481 | 0.39% | 0.39% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 17,402 | 478 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | No change | 17,328 | 476 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 17,258 | 474 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 17,156 | 471 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 16,987 | 466 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 17,887 | 463 | 0.06% | — | 268 | +17,887 | New | Q3 2026 | Oct 09, 2026 |
| Maia Wealth LLC | History | No change | 16,710 | 459 | 0.07% | 0.07% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 16,584 | 455 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MSH Capital Advisors LLC | History | No change | 16,450 | 451 | 0.08% | 0.08% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | No change | 16,287 | 447 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Advisors | History | No change | 16,267 | 446 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 16,105 | 442 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 15,978 | 438 | 0.18% | 0.18% | 275 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 15,953 | 438 | 0.29% | 0.29% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 15,678 | 430 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 15,525 | 426 | 0.22% | 0.22% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 15,294 | 420 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 15,290 | 420 | 0.23% | 0.23% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vigil Wealth Management, LLC | History | No change | 15,084 | 414 | 0.3% | 0.3% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 14,829 | 384 | 0.03% | 0.03% | 283 | -2,282 | -13.34% | Q3 2026 | Oct 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 13,983 | 384 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | No change | 13,776 | 378 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 13,557 | 372 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 13,304 | 365 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KWB Wealth | History | No change | 13,184 | 362 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 13,878 | 360 | 0.11% | 0.41% | 288 | -18,929 | -57.7% | Q3 2026 | Oct 08, 2026 |
| Bleakley Financial Group, LLC | History | No change | 13,053 | 358 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 12,876 | 353 | 0.18% | 0.18% | 290 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 11,993 | 329 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 11,693 | 321 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DeDora Capital, Inc. | History | No change | 11,475 | 315 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DiPaolo Financial Group, Inc. | History | No change | 11,501 | 315 | 0.21% | 0.21% | 294 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vantus Wealth LLC | History | No change | 11,323 | 311 | 0.17% | 0.17% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jones Kertz & Associates, Inc. | History | No change | 11,053 | 303 | 0.14% | 0.14% | 296 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lodestone Wealth Management LLC | History | No change | 11,004 | 302 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 10,919 | 299 | 0.11% | 0.11% | 298 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 10,853 | 298 | 0.1% | 0.1% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballew Advisors, Inc | History | No change | 11,240 | 292 | 0.15% | 0.16% | 300 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Latitude Advisors, LLC | History | No change | 10,601 | 291 | 0.12% | 0.12% | 301 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | No change | 10,391 | 285 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Burford Brothers, Inc. | History | No change | 10,196 | 280 | 0.1% | 0.1% | 303 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Faithward Advisors, LLC | History | No change | 10,057 | 276 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,039 | 275 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,047 | 275 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 9,513 | 261 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 9,492 | 260 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,414 | 258 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 9,374 | 257 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | No change | 9,157 | 251 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,067 | 249 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 8,925 | 245 | 0.08% | 0.08% | 313 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 8,888 | 244 | 0.11% | 0.11% | 314 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,833 | 242 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 8,401 | 230 | 0.08% | 0.08% | 316 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CWS Financial Advisors, LLC | History | No change | 8,345 | 229 | 0.05% | 0.05% | 317 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | No change | 8,322 | 228 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 8,031 | 220 | 0.12% | 0.12% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affiance Financial, LLC | History | No change | 7,989 | 219 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 8,000 | 219 | 0.21% | 0.21% | 321 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 7,798 | 214 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 7,711 | 211 | 0.21% | 0.21% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 7,673 | 210 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,498 | 205 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Financial Perspectives, Inc | History | No change | 7,442 | 204 | 0.05% | 0.05% | 326 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,220 | 198 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 6,046 | 166 | 0.11% | 0.11% | 328 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 4,995 | 137 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 3,815 | 104 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,449 | 94 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MOTCO | History | No change | 3,162 | 86 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ancora Advisors LLC | History | No change | 2,300 | 63 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,856 | 50 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,838 | 50 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,893 | 49 | 0.0% | 0.0% | 336 | +850 | 81.5% | Q3 2026 | Oct 08, 2026 |
| Harborfront Financial Group LLC | History | No change | 1,663 | 45 | 0.17% | 0.17% | 337 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,626 | 44 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,628 | 42 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Spire Wealth Management | History | No change | 1,228 | 33 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 1,159 | 31 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FMR LLC | History | No change | 1,100 | 30 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 704 | 19 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clark Wealth Partners | History | No change | 637 | 17 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 328 | 9 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 300 | 8 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JNBA Financial Advisors | History | No change | 324 | 8 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 195 | 5 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 86 | 2 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 60 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q3 2026 | Oct 02, 2026 |