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 | Added to | 6,887,009 | 177,615 | 0.01% | 0.01% | 1 | +942,038 | 15.85% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 6,881,847 | 177,482 | 0.05% | 0.04% | 2 | +646,141 | 10.36% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 2,487,155 | 64,143 | 0.07% | 0.07% | 3 | +157,326 | 6.75% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,399,835 | 61,891 | 0.09% | 0.07% | 4 | +255,018 | 11.89% | Q1 2026 | Apr 27, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 2,389,077 | 61,614 | 1.04% | 0.97% | 5 | +42,169 | 1.8% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,249,365 | 58,011 | 0.01% | 0.01% | 6 | +517,445 | 29.88% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,982,361 | 51,125 | 0.38% | 0.4% | 7 | +71,433 | 3.74% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,920,135 | 49,520 | 0.01% | 0.01% | 8 | +669,863 | 53.58% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,724,483 | 44,474 | 0.02% | 0.02% | 9 | +412,246 | 31.42% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,615,083 | 41,651 | 0.41% | 0.06% | 10 | +1,404,052 | 665.33% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,530,347 | 39,468 | 0.01% | 0.01% | 11 | +236,256 | 18.26% | Q1 2026 | May 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 1,506,166 | 38,844 | 10.73% | 10.05% | 12 | +129,922 | 9.44% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,354,082 | 34,921 | 0.01% | 0.01% | 13 | +74,471 | 5.82% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,276,227 | 32,913 | 0.0% | 0.01% | 14 | -5,351 | -0.42% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,203,344 | 31,034 | 0.05% | 0.02% | 15 | +814,492 | 209.46% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,193,021 | 30,768 | 0.05% | 0.05% | 16 | -62,689 | -4.99% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 1,034,744 | 26,686 | 5.53% | 5.54% | 17 | +70,209 | 7.28% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 869,383 | 22,421 | 0.02% | 0.02% | 18 | +94,573 | 12.21% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 866,459 | 22,345 | 1.66% | 2.12% | 19 | -11,717 | -1.33% | Q1 2026 | May 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 615,304 | 15,868 | 0.2% | 0.18% | 20 | +43,500 | 7.61% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 588,870 | 15,216 | 0.03% | 0.03% | 21 | -239,727 | -28.93% | Q1 2026 | Apr 08, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 581,816 | 15,005 | 3.29% | 3.1% | 22 | +39,940 | 7.37% | Q1 2026 | Apr 30, 2026 |
| IAM Advisory, LLC | History | Added to | 568,019 | 14,649 | 3.28% | 3.22% | 23 | +10,937 | 1.96% | Q1 2026 | Apr 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 520,838 | 13,432 | 0.06% | 0.06% | 24 | +50,685 | 10.78% | Q1 2026 | Apr 24, 2026 |
| Souders Financial Advisors | History | Added to | 489,982 | 12,636 | 1.44% | 1.36% | 25 | +34,114 | 7.48% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 488,831 | 12,606 | 0.15% | 0.11% | 26 | +159,160 | 48.28% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 461,050 | 11,890 | 0.03% | 0.03% | 27 | -41,668 | -8.29% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 459,061 | 11,839 | 0.03% | 0.03% | 28 | -12,679 | -2.69% | Q1 2026 | Apr 30, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 438,992 | 11,321 | 11.55% | 11.35% | 29 | +26,247 | 6.36% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Added to | 350,870 | 9,064 | 0.04% | 0.04% | 30 | +56,619 | 19.24% | Q1 2026 | May 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 343,833 | 8,867 | 0.8% | 0.2% | 31 | +259,855 | 309.43% | Q1 2026 | May 04, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 342,329 | 8,835 | 7.04% | 7.54% | 32 | -3,573 | -1.03% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 336,296 | 8,673 | 0.01% | 0.01% | 33 | +25,508 | 8.21% | Q1 2026 | May 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 282,033 | 7,299 | 1.12% | 1.11% | 34 | +11,831 | 4.38% | Q1 2026 | Apr 16, 2026 |
| Integras Partners LLC | History | New | 266,927 | 6,884 | 4.52% | — | 35 | +266,927 | New | Q1 2026 | May 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 257,275 | 6,635 | 2.63% | 2.49% | 36 | +22,099 | 9.4% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 244,334 | 6,301 | 0.11% | 0.13% | 37 | -22,884 | -8.56% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 243,445 | 6,278 | 0.0% | — | 38 | +243,445 | New | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | New | 240,119 | 6,192 | 0.11% | — | 39 | +240,119 | New | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 223,627 | 5,767 | 0.01% | 0.0% | 40 | +39,033 | 21.15% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 215,737 | 5,563 | 0.02% | 0.01% | 41 | +143,012 | 196.65% | Q1 2026 | Apr 30, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 193,112 | 4,980 | 0.41% | 0.43% | 42 | -16,619 | -7.92% | Q1 2026 | Apr 16, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 186,984 | 4,822 | 1.77% | 1.24% | 43 | +62,652 | 50.39% | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | Added to | 186,127 | 4,800 | 0.01% | 0.0% | 44 | +156,531 | 528.89% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 168,869 | 4,355 | 0.23% | 0.22% | 45 | +13,186 | 8.47% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 166,111 | 4,284 | 0.01% | 0.05% | 46 | -867,000 | -83.92% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 165,054 | 4,256 | 0.48% | 0.49% | 47 | -4,160 | -2.46% | Q1 2026 | May 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 161,576 | 4,167 | 2.25% | 2.37% | 48 | -3,246 | -1.97% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 145,523 | 3,753 | 0.06% | 0.04% | 49 | +51,160 | 54.22% | Q1 2026 | Apr 27, 2026 |
| Saxony Capital Management, LLC | History | Added to | 141,747 | 3,655 | 2.12% | 2.17% | 50 | +5,878 | 4.33% | Q1 2026 | Apr 24, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 140,897 | 3,633 | 2.12% | 2.16% | 51 | +151 | 0.11% | Q1 2026 | May 01, 2026 |
| Entruity Wealth, LLC | History | Reduced | 138,840 | 3,580 | 2.43% | 2.59% | 52 | -869 | -0.62% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 136,707 | 3,525 | 0.0% | — | 53 | +136,707 | New | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 132,869 | 3,428 | 0.27% | 0.3% | 54 | -1,240 | -0.92% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 128,083 | 3,303 | 0.0% | 0.0% | 55 | +14,626 | 12.89% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 125,051 | 3,227 | 0.22% | 0.23% | 56 | -1,857 | -1.46% | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | Added to | 113,738 | 2,933 | 0.24% | 0.27% | 57 | +2,080 | 1.86% | Q1 2026 | May 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 109,552 | 2,825 | 1.36% | 1.38% | 58 | +705 | 0.65% | Q1 2026 | May 12, 2026 |
| DeDora Capital, Inc. | History | Added to | 98,429 | 2,538 | 0.62% | 0.57% | 59 | +5,108 | 5.47% | Q1 2026 | Apr 27, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 95,877 | 2,472 | 2.06% | 2.06% | 60 | +144 | 0.15% | Q1 2026 | May 08, 2026 |
| CLG LLC | History | Added to | 93,054 | 2,399 | 0.6% | 0.59% | 61 | +2,028 | 2.23% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 89,285 | 2,302 | 0.04% | 0.03% | 62 | +35,820 | 67.0% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | New | 87,628 | 2,259 | 0.45% | — | 63 | +87,628 | New | Q1 2026 | May 01, 2026 |
| Wealth Science Advisors LLC | History | No change | 86,043 | 2,237 | 1.26% | 1.29% | 64 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Added to | 85,729 | 2,210 | 0.05% | 0.01% | 65 | +67,922 | 381.43% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 85,049 | 2,193 | 0.01% | 0.01% | 66 | +49,169 | 137.04% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 79,918 | 2,061 | 0.01% | 0.0% | 67 | +26,545 | 49.73% | Q1 2026 | Apr 22, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 77,816 | 2,006 | 0.26% | 0.11% | 68 | +48,358 | 164.16% | Q1 2026 | May 12, 2026 |
| Freestate Advisors LLC | History | Added to | 74,558 | 1,922 | 1.54% | 1.26% | 69 | +14,729 | 24.62% | Q1 2026 | Apr 09, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 74,129 | 1,911 | 0.52% | 2.63% | 70 | -184,772 | -71.37% | Q1 2026 | Apr 27, 2026 |
| Capital International Investors | History | Added to | 73,415 | 1,893 | 0.0% | 0.0% | 71 | +2,375 | 3.34% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 68,058 | 1,755 | 0.02% | 0.0% | 72 | +57,660 | 554.53% | Q1 2026 | Apr 23, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 67,273 | 1,734 | 0.87% | 0.89% | 73 | +1 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WNY Asset Management, LLC | History | New | 64,388 | 1,660 | 0.17% | — | 74 | +64,388 | New | Q1 2026 | May 22, 2026 |
| Independent Advisor Alliance | History | New | 63,956 | 1,649 | 0.02% | — | 75 | +63,956 | New | Q1 2026 | May 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 60,941 | 1,571 | 0.22% | 0.39% | 76 | +5,626 | 10.17% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 57,599 | 1,485 | 0.12% | 0.11% | 77 | +3,955 | 7.37% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 57,314 | 1,478 | 0.27% | 0.28% | 78 | +70 | 0.12% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 57,004 | 1,470 | 0.02% | 0.02% | 79 | +836 | 1.49% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 56,674 | 1,461 | 0.0% | 0.0% | 80 | +14,909 | 35.7% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 54,326 | 1,401 | 0.05% | 0.06% | 81 | +3,975 | 7.89% | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | Added to | 51,586 | 1,330 | 0.01% | 0.0% | 82 | +32,074 | 164.38% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 50,784 | 1,309 | 0.01% | 0.01% | 83 | -3,711 | -6.81% | Q1 2026 | May 13, 2026 |
| Weaver Consulting Group | History | New | 45,712 | 1,178 | 0.28% | — | 84 | +45,712 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 43,899 | 1,132 | 0.0% | 0.0% | 85 | +22,031 | 100.75% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 40,802 | 1,052 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 39,252 | 1,012 | 0.02% | 0.0% | 87 | +28,080 | 251.34% | Q1 2026 | Apr 14, 2026 |
| Pines Wealth Management, LLC | History | Added to | 38,079 | 982 | 0.32% | 0.26% | 88 | +7,039 | 22.68% | Q1 2026 | Apr 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 37,718 | 972 | 0.05% | 0.05% | 89 | +3,696 | 10.86% | Q1 2026 | Apr 13, 2026 |
| LongView Wealth Management | History | Added to | 37,447 | 970 | 0.24% | 0.21% | 90 | +3,627 | 10.72% | Q1 2026 | Apr 15, 2026 |
| Clearwave Capital, LLC | History | Added to | 37,435 | 965 | 0.66% | 0.71% | 91 | +228 | 0.61% | Q1 2026 | Apr 29, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 36,870 | 950 | 0.31% | 0.22% | 92 | +4,689 | 14.57% | Q1 2026 | Apr 15, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 36,834 | 949 | 1.01% | 0.79% | 93 | +8,285 | 29.02% | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 35,102 | 905 | 0.02% | 0.02% | 94 | -240 | -0.68% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | New | 34,958 | 901 | 0.01% | — | 95 | +34,958 | New | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,893 | 899 | 0.0% | 0.0% | 96 | +22,703 | 186.24% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 33,471 | 863 | 0.03% | 0.04% | 97 | +20,088 | 150.1% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 31,388 | 809 | 0.0% | 0.0% | 98 | +2,972 | 10.46% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 30,030 | 774 | 0.01% | 0.01% | 99 | +8,842 | 41.73% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 29,518 | 761 | 0.28% | — | 101 | +29,518 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 29,518 | 761 | 0.28% | 0.31% | 100 | -936 | -3.07% | Q1 2026 | Apr 23, 2026 |
| CGN Advisors LLC | History | Added to | 28,841 | 743 | 0.06% | 0.05% | 102 | +5,282 | 22.42% | Q1 2026 | Apr 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 28,728 | 740 | 0.01% | 0.01% | 104 | -1,354 | -4.5% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 28,707 | 740 | 0.02% | 0.02% | 103 | +367 | 1.29% | Q1 2026 | Apr 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 27,013 | 696 | 0.09% | 0.08% | 105 | +2,301 | 9.31% | Q1 2026 | May 05, 2026 |
| Capital Planning Advisors, LLC | History | No change | 26,242 | 676 | 0.1% | 0.09% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Burford Brothers, Inc. | History | Added to | 25,617 | 660 | 0.27% | 0.25% | 107 | +2,245 | 9.61% | Q1 2026 | Apr 27, 2026 |
| Keudell/Morrison Wealth Management | History | New | 24,716 | 637 | 0.13% | — | 108 | +24,716 | New | Q1 2026 | Apr 20, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 24,455 | 630 | 0.19% | 0.15% | 109 | +5,801 | 31.1% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 24,116 | 621 | 0.0% | — | 110 | +24,116 | New | Q1 2026 | May 15, 2026 |
| RFP Financial Group LLC | History | Reduced | 23,612 | 608 | 0.33% | 9.93% | 111 | -773,506 | -97.04% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | New | 23,366 | 602 | 0.03% | — | 112 | +23,366 | New | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,575 | 556 | 0.01% | 0.01% | 113 | -2,194 | -9.23% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 21,292 | 549 | 0.01% | — | 114 | +21,292 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 20,542 | 529 | 0.01% | 0.01% | 115 | +10,248 | 99.55% | Q1 2026 | May 13, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 20,294 | 527 | 0.56% | 0.56% | 116 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 20,268 | 522 | 0.01% | 0.0% | 117 | +4,854 | 31.49% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,710 | 512 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 19,632 | 506 | 0.02% | 0.02% | 119 | -2,101 | -9.67% | Q1 2026 | Apr 20, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 18,785 | 484 | 0.11% | 0.12% | 120 | -1,079 | -5.43% | Q1 2026 | May 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,619 | 480 | 0.01% | 0.01% | 121 | -2,000 | -9.7% | Q1 2026 | Apr 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 18,132 | 467 | 0.13% | — | 122 | +18,132 | New | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 17,623 | 454 | 0.12% | 0.1% | 123 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 17,420 | 449 | 0.01% | 0.01% | 124 | +2,574 | 17.34% | Q1 2026 | Apr 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,398 | 448 | 0.02% | 0.02% | 125 | +1,028 | 6.28% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,212 | 443 | 0.0% | 0.0% | 126 | -1,473 | -7.88% | Q1 2026 | Apr 29, 2026 |
| Continuum Advisory, LLC | History | Reduced | 17,159 | 442 | 0.04% | 0.05% | 127 | -2,992 | -14.85% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | New | 16,837 | 434 | 0.0% | — | 128 | +16,837 | New | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 15,882 | 409 | 0.0% | — | 130 | +15,882 | New | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 15,864 | 409 | 0.03% | 0.04% | 129 | -4,293 | -21.3% | Q1 2026 | May 05, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 15,671 | 404 | 0.32% | — | 131 | +15,671 | New | Q1 2026 | Apr 09, 2026 |
| Brookstone Capital Management | History | Reduced | 15,084 | 389 | 0.0% | 0.0% | 132 | -661 | -4.2% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,031 | 387 | 0.02% | 0.02% | 133 | +1,004 | 7.16% | Q1 2026 | Apr 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 14,684 | 378 | 0.09% | 0.09% | 134 | -445 | -2.94% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | No change | 14,232 | 370 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 14,063 | 362 | 0.15% | 0.16% | 136 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 14,022 | 361 | 0.0% | 0.0% | 137 | +1,978 | 16.42% | Q1 2026 | May 06, 2026 |
| Compton Financial Group, LLC | History | New | 13,914 | 358 | 0.08% | — | 138 | +13,914 | New | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,611 | 351 | 0.0% | — | 139 | +13,611 | New | Q1 2026 | Apr 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,745 | 328 | 0.01% | 0.01% | 140 | +801 | 6.71% | Q1 2026 | May 18, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,530 | 324 | 0.01% | — | 141 | +12,530 | New | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | New | 11,900 | 306 | 0.0% | — | 142 | +11,900 | New | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 11,470 | 295 | 0.02% | 0.03% | 144 | -662 | -5.46% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 11,378 | 295 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | New | 11,346 | 292 | 0.0% | — | 145 | +11,346 | New | Q1 2026 | May 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 11,221 | 289 | 0.01% | — | 146 | +11,221 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 11,092 | 286 | 0.0% | — | 147 | +11,092 | New | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,694 | 275 | 0.02% | 0.01% | 148 | +7,956 | 290.58% | Q1 2026 | Apr 30, 2026 |
| Summit Global Investments | History | New | 10,624 | 274 | 0.02% | — | 149 | +10,624 | New | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | New | 10,422 | 268 | 0.01% | — | 150 | +10,422 | New | Q1 2026 | Apr 21, 2026 |
| Kercheville Advisors, LLC | History | Added to | 10,220 | 263 | 0.08% | 0.06% | 151 | +1,500 | 17.2% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 10,106 | 261 | 0.01% | 0.01% | 152 | +684 | 7.26% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 10,000 | 257 | 0.0% | 0.01% | 153 | -18,650 | -65.1% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 10,000 | 257 | 0.02% | 0.05% | 154 | -18,650 | -65.1% | Q1 2026 | May 15, 2026 |
| ProCore Advisors, LLC | History | Reduced | 9,900 | 255 | 0.39% | 0.46% | 155 | -7,465 | -42.99% | Q1 2026 | Apr 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,752 | 251 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | New | 9,687 | 249 | 0.0% | — | 157 | +9,687 | New | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,962 | 231 | 0.01% | 0.01% | 158 | +4,891 | 120.14% | Q1 2026 | Apr 13, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | New | 8,950 | 230 | 0.15% | — | 159 | +8,950 | New | Q1 2026 | Apr 22, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | New | 8,240 | 212 | 0.18% | — | 160 | +8,240 | New | Q1 2026 | May 14, 2026 |
| Global Financial Private Client, LLC | History | No change | 8,215 | 211 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CVFG LLC | History | New | 8,075 | 208 | 0.03% | — | 163 | +8,075 | New | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,092 | 208 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 7,971 | 205 | 0.03% | 0.03% | 164 | +190 | 2.44% | Q1 2026 | May 12, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 7,779 | 200 | 0.02% | 0.03% | 165 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bare Financial Services, Inc | History | No change | 6,521 | 168 | 0.04% | 0.05% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 6,386 | 165 | 0.05% | 0.04% | 167 | +1,406 | 28.23% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 6,149 | 158 | 0.0% | 0.0% | 168 | -3,311 | -35.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 5,126 | 132 | 0.0% | 0.0% | 169 | +31 | 0.61% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,089 | 131 | 0.0% | 0.0% | 170 | +319 | 6.69% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,967 | 102 | 0.0% | — | 171 | +3,967 | New | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 3,408 | 87 | 0.05% | 0.04% | 172 | +475 | 16.2% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,180 | 82 | 0.04% | 0.05% | 173 | -820 | -20.5% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 2,900 | 74 | 0.02% | — | 175 | +2,900 | New | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,900 | 74 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,760 | 71 | 0.01% | 0.01% | 176 | -347 | -11.17% | Q1 2026 | May 05, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 2,128 | 54 | 0.03% | 0.03% | 177 | +1 | 0.05% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | New | 1,495 | 38 | 0.0% | — | 178 | +1,495 | New | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,359 | 35 | 0.0% | 0.0% | 179 | +73 | 5.68% | Q1 2026 | Apr 17, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,216 | 31 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 888 | 22 | 0.0% | 0.0% | 181 | -17 | -1.88% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 586 | 15 | 0.0% | 0.0% | 182 | -12,792 | -95.62% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 549 | 14 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 395 | 10 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 193 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 117 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 71 | 1 | 0.0% | — | 187 | +71 | New | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -383,406 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.34% | — | -144,360 | -100.0% | Q1 2026 | Apr 24, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -130,520 | -100.0% | Q1 2026 | May 14, 2026 |
| Parsonex Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.71% | — | -43,130 | -100.0% | Q1 2026 | May 12, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -29,443 | -100.0% | Q1 2026 | Apr 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,063 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,263 | -100.0% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,375 | -100.0% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,300 | -100.0% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -7,983 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Central Pacific Bank - Trust Division | History | Closed out | 0 | 0 | — | 0.0% | — | -1,368 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,069 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |