Capital Group Fixed Income ETF Trust - CGSD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 7,553,728 | 194,357 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 7,550,294 | 194,269 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 2,661,653 | 68,484 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,539,382 | 65,338 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,373,894 | 61,293 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 2,346,864 | 60,384 | 0.85% | 0.85% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,315,811 | 59,585 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,195,984 | 56,502 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Merit Financial Group, LLC | History | No change | 2,005,706 | 51,606 | 0.32% | 0.32% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,618,052 | 41,632 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,616,748 | 41,597 | 0.38% | 0.38% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,567,873 | 40,341 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,516,230 | 39,012 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 1,423,756 | 36,633 | 8.65% | 8.65% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,373,223 | 35,333 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,359,525 | 34,980 | 0.38% | 0.38% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,348,697 | 34,702 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,288,331 | 33,148 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 1,132,665 | 29,143 | 5.5% | 5.5% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waterloo Capital, L.P. | History | No change | 710,000 | 18,268 | 1.03% | 1.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Science Advisors LLC | History | Added to | 670,075 | 16,919 | 7.11% | 4.03% | 21 | +317,805 | 90.22% | Q3 2026 | Oct 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 646,055 | 16,616 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 616,594 | 15,864 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IAM Advisory, LLC | History | No change | 579,852 | 14,919 | 2.91% | 2.91% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 571,548 | 14,705 | 2.68% | 2.68% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Valmark Advisers, Inc. | History | No change | 544,385 | 14,007 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 535,206 | 13,770 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Souders Financial Advisors | History | No change | 526,722 | 13,552 | 1.36% | 1.36% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Thayer Financial, L.L.C. | History | No change | 461,835 | 11,883 | 10.8% | 10.8% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 459,834 | 11,831 | 0.94% | 0.94% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 425,047 | 10,936 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 404,845 | 10,404 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 372,217 | 9,577 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 340,536 | 8,765 | 7.03% | 7.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Investment Management, LLC | History | No change | 336,049 | 8,646 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lodestone Wealth Management LLC | History | No change | 329,266 | 8,472 | 2.99% | 2.99% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 287,394 | 7,394 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 279,445 | 7,190 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 275,972 | 7,100 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 227,602 | 5,856 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COFG Advisors, LLC | History | No change | 223,903 | 5,761 | 0.99% | 0.99% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 217,231 | 5,589 | 0.38% | 0.38% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 198,353 | 5,103 | 1.62% | 1.62% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 185,674 | 4,776 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 171,205 | 4,405 | 0.16% | 0.16% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 169,976 | 4,373 | 2.03% | 2.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 164,130 | 4,223 | 0.4% | 0.4% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 160,455 | 4,128 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | No change | 147,186 | 3,787 | 0.28% | 0.28% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 145,973 | 3,764 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integras Partners LLC | History | No change | 146,024 | 3,757 | 2.07% | 2.07% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 134,922 | 3,471 | 1.91% | 1.91% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 134,685 | 3,465 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Saxony Capital Management, LLC | History | No change | 129,692 | 3,336 | 1.53% | 1.53% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Inspire Advisors, LLC | History | No change | 129,674 | 3,336 | 0.23% | 0.23% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compton Financial Group, LLC | History | No change | 128,871 | 3,315 | 0.64% | 0.64% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 125,550 | 3,229 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 123,047 | 3,165 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 120,705 | 3,105 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 119,062 | 3,055 | 1.23% | 1.23% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 111,085 | 2,858 | 0.33% | 0.33% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DeDora Capital, Inc. | History | No change | 102,567 | 2,639 | 0.57% | 0.57% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Troutman Wealth Management, LLC | History | No change | 96,524 | 2,483 | 1.91% | 1.91% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 96,077 | 2,472 | 0.38% | 0.38% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Weaver Consulting Group | History | Added to | 92,666 | 2,339 | 0.45% | 0.45% | 65 | +8,048 | 9.51% | Q3 2026 | Oct 07, 2026 |
| CLG LLC | History | No change | 90,089 | 2,317 | 0.51% | 0.51% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 88,713 | 2,282 | 0.63% | 0.63% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 86,976 | 2,238 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 85,481 | 2,199 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Freestate Advisors LLC | History | Added to | 86,157 | 2,175 | 1.67% | 1.56% | 70 | +4,817 | 5.92% | Q3 2026 | Oct 09, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 82,126 | 2,073 | 1.36% | 1.22% | 71 | +11,678 | 16.58% | Q3 2026 | Oct 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 78,816 | 2,027 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 75,208 | 1,935 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 72,305 | 1,860 | 1.12% | 1.12% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 71,545 | 1,840 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smith Thornton Advisors LLC | History | No change | 67,273 | 1,726 | 0.76% | 0.76% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 66,000 | 1,698 | 0.41% | 0.41% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 61,596 | 1,584 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 57,393 | 1,476 | 0.18% | 0.18% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 57,146 | 1,444 | 0.21% | 0.64% | 80 | -116,608 | -67.11% | Q3 2026 | Oct 08, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 55,443 | 1,426 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 55,345 | 1,424 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 53,954 | 1,388 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MAI Capital Management | History | No change | 53,328 | 1,372 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 52,860 | 1,360 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 47,677 | 1,226 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 47,515 | 1,222 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 45,906 | 1,181 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Indivisible Partners | History | No change | 42,992 | 1,106 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 42,838 | 1,102 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 41,389 | 1,064 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 40,619 | 1,045 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 40,349 | 1,038 | 0.88% | 0.88% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LongView Wealth Management | History | No change | 40,043 | 1,030 | 0.26% | 0.26% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 39,555 | 1,017 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 39,418 | 1,014 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CGN Advisors LLC | History | No change | 39,036 | 1,004 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mutual Advisors, LLC | History | No change | 38,724 | 996 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pines Wealth Management, LLC | History | No change | 38,186 | 982 | 0.28% | 0.28% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 36,654 | 943 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WNY Asset Management, LLC | History | No change | 34,387 | 884 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clearwave Capital, LLC | History | No change | 32,834 | 844 | 0.47% | 0.47% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 31,326 | 806 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 29,554 | 760 | 0.26% | 0.26% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 29,253 | 752 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 27,133 | 698 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIGROUP INC | History | No change | 26,940 | 693 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 26,660 | 685 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 26,037 | 669 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,801 | 663 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 25,693 | 661 | 0.5% | 0.5% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aurdan Capital Management, LLC | History | No change | 24,517 | 630 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KWB Wealth | History | No change | 24,385 | 627 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 24,209 | 622 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 24,016 | 617 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 23,640 | 608 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 22,849 | 587 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 22,849 | 587 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 22,525 | 579 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Financial Advisory LLC | History | No change | 22,223 | 571 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 22,020 | 566 | 0.19% | 0.19% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 21,597 | 555 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 21,417 | 551 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boyer Financial Services, Inc. | History | No change | 20,709 | 533 | 0.45% | 0.45% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Burford Brothers, Inc. | History | No change | 20,203 | 519 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 18,603 | 478 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 18,381 | 472 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 18,198 | 468 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 18,146 | 466 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,088 | 465 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 17,796 | 457 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 17,623 | 453 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 16,681 | 430 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SMITH, MOORE & CO. | History | No change | 16,634 | 427 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 16,484 | 424 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 16,276 | 418 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 15,983 | 411 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 15,426 | 396 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | New | 14,423 | 364 | 0.03% | — | 139 | +14,423 | New | Q3 2026 | Oct 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,304 | 342 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,253 | 341 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 13,101 | 337 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 12,715 | 327 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 12,563 | 323 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,706 | 301 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 11,612 | 298 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 11,498 | 295 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,420 | 293 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 10,858 | 279 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Global Investments | History | No change | 10,739 | 276 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10,694 | 275 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,663 | 274 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,663 | 274 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kercheville Advisors, LLC | History | No change | 10,620 | 273 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,756 | 251 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 9,723 | 250 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 9,513 | 244 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ProCore Advisors, LLC | History | No change | 9,220 | 237 | 0.29% | 0.29% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,987 | 231 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 8,950 | 230 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CVFG LLC | History | No change | 8,817 | 226 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Financial Private Client, LLC | History | No change | 8,215 | 211 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | No change | 8,240 | 208 | 0.15% | 0.16% | 163 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 7,880 | 202 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 7,779 | 200 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,168 | 180 | 0.0% | 0.0% | 166 | +6,560 | 1078.95% | Q3 2026 | Oct 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 6,634 | 171 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bare Financial Services, Inc | History | No change | 6,521 | 167 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 6,168 | 158 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 6,105 | 157 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 5,183 | 133 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,089 | 131 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,920 | 100 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,582 | 92 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,180 | 81 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,900 | 74 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,128 | 54 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,048 | 52 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,472 | 37 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,218 | 31 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,173 | 30 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 549 | 14 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 395 | 10 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 332 | 8 | 0.0% | 0.0% | 184 | +139 | 72.02% | Q3 2026 | Oct 08, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 295 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 93 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -51,026 | -100.0% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,043 | -100.0% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |