Capital Group Fixed Income ETF Trust - CGSM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Reduced | 13,144,337 | 346,813 | 0.07% | 0.08% | 1 | -23,665 | -0.18% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,567,287 | 305,202 | 0.16% | 0.02% | 2 | +10,462,597 | 947.11% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 3,577,313 | 94,387 | 0.0% | 0.01% | 3 | -111,150 | -3.01% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,150,448 | 83,124 | 0.02% | 0.02% | 4 | +221,888 | 7.58% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 2,710,268 | 71,510 | 0.02% | 0.02% | 5 | +518,860 | 23.68% | Q2 2026 | Aug 07, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,324,006 | 34,933 | 0.49% | 0.35% | 6 | +523,191 | 65.33% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,268,729 | 33,475 | 0.03% | 0.03% | 7 | +279,472 | 28.25% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 917,938 | 24,261 | 0.01% | 0.01% | 8 | +261,177 | 39.77% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 846,621 | 22,338 | 0.0% | 0.0% | 9 | +156,213 | 22.63% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 738,981 | 19,498 | 0.03% | 0.03% | 10 | +26,446 | 3.71% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 518,969 | 13,694 | 0.02% | 0.01% | 11 | +146,258 | 39.24% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 443,224 | 11,694 | 0.02% | 0.03% | 12 | +94,487 | 27.09% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 440,452 | 11,621 | 0.0% | 0.0% | 13 | +114,336 | 35.06% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 414,001 | 10,923 | 0.01% | 0.01% | 14 | +53,128 | 14.72% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 413,859 | 10,919 | 0.01% | 0.01% | 15 | -5,526 | -1.32% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 389,563 | 10,278 | 0.0% | 0.0% | 16 | -6,431 | -1.62% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 360,657 | 9,515 | 0.03% | 0.03% | 17 | +50,633 | 16.33% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 328,319 | 8,663 | 0.02% | 0.02% | 18 | +37,436 | 12.87% | Q2 2026 | Jul 27, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 316,322 | 8,346 | 3.04% | 2.63% | 19 | +65,521 | 26.12% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 304,185 | 8,025 | 0.08% | 0.09% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 227,062 | 5,991 | 0.01% | 0.01% | 21 | +84,698 | 59.49% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 209,316 | 5,522 | 0.09% | — | 22 | +209,316 | New | Q2 2026 | Jul 21, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 199,147 | 5,254 | 3.93% | 4.31% | 23 | +3,178 | 1.62% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 194,857 | 5,141 | 0.01% | 0.01% | 24 | -7,593 | -3.75% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 194,070 | 5,120 | 0.06% | 0.07% | 25 | +5,375 | 2.85% | Q2 2026 | Aug 04, 2026 |
| Financial Connections Group, Inc. | History | No change | 190,872 | 5,016 | 1.74% | 1.74% | 26 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 189,624 | 5,003 | 0.03% | 0.03% | 27 | -2,000 | -1.04% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 189,139 | 4,990 | 0.16% | — | 28 | +189,139 | New | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 180,077 | 4,751 | 0.01% | 0.01% | 29 | +30,705 | 20.56% | Q2 2026 | Aug 05, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 155,916 | 4,097 | 2.71% | 2.71% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apella Capital, LLC | History | Added to | 152,619 | 4,028 | 0.06% | 0.06% | 31 | +663 | 0.44% | Q2 2026 | Jul 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 150,522 | 3,971 | 0.04% | 0.04% | 32 | +561 | 0.37% | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 141,078 | 3,722 | 0.05% | 0.01% | 33 | +115,824 | 458.64% | Q2 2026 | Jul 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 139,299 | 3,675 | 0.03% | 0.03% | 34 | +16,023 | 13.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 137,612 | 3,630 | 0.01% | 0.01% | 35 | +14,855 | 12.1% | Q2 2026 | Jul 30, 2026 |
| Cannon Financial Strategists, Inc. | History | New | 136,919 | 3,612 | 0.41% | — | 36 | +136,919 | New | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 135,780 | 3,582 | 0.0% | 0.0% | 37 | +36,369 | 36.58% | Q2 2026 | Aug 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 134,940 | 3,560 | 0.69% | 0.87% | 38 | -5,498 | -3.91% | Q2 2026 | Jul 23, 2026 |
| FWG Holdings, LLC | History | Added to | 131,988 | 3,460 | 1.2% | 1.16% | 39 | +15,054 | 12.87% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 121,339 | 3,201 | 0.01% | 0.02% | 40 | +3,322 | 2.81% | Q2 2026 | Aug 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 115,067 | 3,036 | 0.86% | 0.87% | 41 | +17,140 | 17.5% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 109,982 | 2,890 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 107,803 | 2,844 | 0.01% | 0.01% | 43 | +35,000 | 48.07% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 100,211 | 2,644 | 0.04% | 0.05% | 44 | -4,106 | -3.94% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 100,006 | 2,638 | 0.0% | 0.0% | 45 | +9,738 | 10.79% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 97,155 | 2,563 | 0.0% | 0.0% | 46 | +6,629 | 7.32% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | New | 95,551 | 2,521 | 0.08% | — | 47 | +95,551 | New | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 89,992 | 2,375 | 0.0% | 0.0% | 48 | +7,675 | 9.32% | Q2 2026 | Aug 14, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 85,683 | 2,261 | 1.81% | 1.86% | 49 | -2,835 | -3.2% | Q2 2026 | Aug 11, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 84,571 | 2,222 | 0.87% | 0.88% | 50 | +3,806 | 4.71% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 83,692 | 2,208 | 0.0% | — | 51 | +83,692 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 80,859 | 2,133 | 0.01% | 0.02% | 52 | -106,346 | -56.81% | Q2 2026 | Jul 27, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 77,177 | 2,036 | 1.23% | 1.39% | 53 | +2,236 | 2.98% | Q2 2026 | Jul 23, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 76,570 | 2,020 | 0.14% | 0.08% | 55 | +38,670 | 102.03% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 76,571 | 2,020 | 0.0% | 0.0% | 54 | +37,138 | 94.18% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 74,295 | 1,960 | 0.17% | 0.2% | 56 | -13,036 | -14.93% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 73,770 | 1,946 | 0.07% | 0.1% | 57 | +6,809 | 10.17% | Q2 2026 | Aug 06, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 73,473 | 1,938 | 0.37% | — | 58 | +73,473 | New | Q2 2026 | Jul 24, 2026 |
| PUREfi Wealth, LLC | History | Added to | 68,308 | 1,802 | 0.99% | 1.17% | 59 | +148 | 0.22% | Q2 2026 | Jul 27, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 67,127 | 1,771 | 0.85% | 0.19% | 60 | +53,924 | 408.42% | Q2 2026 | Aug 12, 2026 |
| Bison Wealth, LLC | History | Added to | 64,823 | 1,711 | 0.16% | 0.14% | 61 | +10,731 | 19.84% | Q2 2026 | Jul 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 59,910 | 1,580 | 0.01% | 0.01% | 62 | +16,650 | 38.49% | Q2 2026 | Jul 20, 2026 |
| Smith Thornton Advisors LLC | History | No change | 59,890 | 1,578 | 0.7% | 0.79% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 58,750 | 1,550 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 52,507 | 1,385 | 0.03% | — | 65 | +52,507 | New | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 50,868 | 1,342 | 0.05% | 0.04% | 66 | -2,575 | -4.82% | Q2 2026 | Jul 24, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 46,739 | 1,338 | 0.05% | 0.03% | 67 | +28,346 | 154.11% | Q2 2026 | Jul 24, 2026 |
| JHP Wealth Management, LLC | History | Added to | 49,116 | 1,295 | 1.06% | 1.15% | 68 | +3,290 | 7.18% | Q2 2026 | Jul 30, 2026 |
| Lakeside Advisors, INC. | History | Added to | 45,000 | 1,187 | 0.75% | 0.58% | 69 | +12,000 | 36.36% | Q2 2026 | Jul 31, 2026 |
| Burton Enright Welch | History | Added to | 44,124 | 1,164 | 0.14% | 0.15% | 70 | +781 | 1.8% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 43,213 | 1,140 | 0.01% | 0.01% | 71 | +13,738 | 46.61% | Q2 2026 | Aug 11, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 41,967 | 1,107 | 0.66% | 0.66% | 72 | +6,406 | 18.01% | Q2 2026 | Aug 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 41,782 | 1,102 | 0.03% | 0.04% | 73 | +5,689 | 15.76% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | Reduced | 41,578 | 1,097 | 0.0% | 0.0% | 74 | -153 | -0.37% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 41,356 | 1,091 | 0.4% | 0.44% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aprio Wealth Management, LLC | History | No change | 37,950 | 1,001 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 37,486 | 989 | 0.01% | 0.01% | 77 | +6,971 | 22.84% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,455 | 988 | 0.01% | 0.01% | 78 | +1,410 | 3.91% | Q2 2026 | Jul 24, 2026 |
| Souders Financial Advisors | History | No change | 36,786 | 970 | 0.1% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 35,759 | 943 | 0.04% | 0.03% | 80 | +6,335 | 21.53% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 35,365 | 933 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 34,328 | 905 | 0.05% | 0.07% | 82 | -30,113 | -46.73% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | New | 34,225 | 903 | 0.01% | — | 83 | +34,225 | New | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 33,994 | 896 | 0.0% | 0.0% | 84 | +33,006 | 3340.69% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 33,670 | 888 | 0.0% | — | 85 | +33,670 | New | Q2 2026 | Sep 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 33,275 | 874 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 32,777 | 864 | 0.21% | 0.25% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 30,755 | 811 | 0.02% | 0.0% | 88 | +24,304 | 376.75% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 30,296 | 799 | 0.04% | 0.12% | 89 | -51,587 | -63.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Management, Inc. | History | Added to | 30,205 | 796 | 0.24% | 0.24% | 90 | +3,215 | 11.91% | Q2 2026 | Jul 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 30,013 | 791 | 0.13% | 0.15% | 91 | +532 | 1.8% | Q2 2026 | Aug 05, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 29,392 | 775 | 0.14% | 0.13% | 92 | +7,613 | 34.96% | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 28,506 | 752 | 0.01% | 0.02% | 93 | +73 | 0.26% | Q2 2026 | Jul 14, 2026 |
| Vawter Financial, Ltd. | History | New | 28,500 | 751 | 0.28% | — | 94 | +28,500 | New | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 27,052 | 713 | 0.0% | 0.0% | 95 | +7,614 | 39.17% | Q2 2026 | Sep 08, 2026 |
| Atria Investments, Inc | History | New | 25,910 | 683 | 0.01% | — | 96 | +25,910 | New | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | Added to | 25,671 | 677 | 0.02% | 0.03% | 97 | +2 | 0.01% | Q2 2026 | Aug 12, 2026 |
| Wealth Science Advisors LLC | History | New | 25,466 | 671 | 0.3% | — | 98 | +25,466 | New | Q2 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,623 | 649 | 0.01% | 0.01% | 99 | +3,470 | 16.4% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 24,481 | 646 | 0.02% | 0.04% | 100 | -24,292 | -49.81% | Q2 2026 | Jul 28, 2026 |
| Goldstein Advisors, LLC | History | Added to | 23,616 | 623 | 0.06% | 0.03% | 101 | +14,972 | 173.21% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 23,416 | 617 | 0.0% | 0.0% | 102 | +13,490 | 135.91% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | New | 23,377 | 616 | 0.0% | — | 103 | +23,377 | New | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,267 | 587 | 0.0% | 0.0% | 104 | +6,725 | 43.27% | Q2 2026 | Aug 17, 2026 |
| World Investment Advisors | History | No change | 21,073 | 554 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,655 | 544 | 0.0% | 0.0% | 106 | +3,891 | 23.21% | Q2 2026 | Jul 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 20,425 | 538 | 0.17% | 0.2% | 107 | -375 | -1.8% | Q2 2026 | Jul 16, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 19,857 | 523 | 0.29% | — | 108 | +19,857 | New | Q2 2026 | Aug 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 19,311 | 509 | 0.06% | 0.07% | 109 | -1,649 | -7.87% | Q2 2026 | Aug 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 19,211 | 506 | 0.09% | 0.11% | 110 | +127 | 0.67% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 18,550 | 489 | 0.01% | 0.01% | 111 | +1,893 | 11.36% | Q2 2026 | Jul 20, 2026 |
| Northwest Financial Advisors | History | New | 17,389 | 458 | 0.06% | — | 112 | +17,389 | New | Q2 2026 | Jul 27, 2026 |
| BCS Wealth Management | History | Added to | 16,477 | 434 | 0.08% | 0.08% | 113 | +793 | 5.06% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,938 | 420 | 0.0% | 0.0% | 114 | -800 | -4.78% | Q2 2026 | Aug 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,667 | 413 | 0.02% | 0.03% | 115 | -57 | -0.36% | Q2 2026 | Jul 22, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 15,291 | 403 | 0.26% | 0.18% | 116 | +3,887 | 34.08% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 14,815 | 390 | 0.03% | 0.03% | 117 | +600 | 4.22% | Q2 2026 | Jul 08, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 14,370 | 379 | 0.09% | 0.1% | 118 | +27 | 0.19% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 14,317 | 377 | 0.02% | 0.01% | 119 | +3,475 | 32.05% | Q2 2026 | Jul 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,320 | 377 | 0.01% | 0.01% | 120 | +75 | 0.53% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 13,409 | 353 | 0.02% | 0.02% | 121 | +905 | 7.24% | Q2 2026 | Jul 23, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 12,978 | 342 | 0.08% | 0.09% | 123 | -682 | -4.99% | Q2 2026 | Jul 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 12,995 | 342 | 0.0% | 0.0% | 122 | +105 | 0.81% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 12,900 | 340 | 0.02% | 0.01% | 124 | +5,900 | 84.29% | Q2 2026 | Jul 23, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 12,385 | 326 | 0.27% | 0.31% | 125 | +116 | 0.95% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,618 | 306 | 0.01% | 0.01% | 126 | +120 | 1.04% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 11,420 | 301 | 0.0% | — | 127 | +11,420 | New | Q2 2026 | Aug 18, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 10,851 | 286 | 0.06% | 0.06% | 128 | +198 | 1.86% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 10,621 | 280 | 0.01% | 0.01% | 129 | +2,377 | 28.83% | Q2 2026 | Jul 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,446 | 275 | 0.01% | 0.01% | 131 | +2,275 | 27.84% | Q2 2026 | Jul 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 10,434 | 275 | 0.01% | 0.01% | 130 | +929 | 9.77% | Q2 2026 | Jul 24, 2026 |
| Latitude Advisors, LLC | History | New | 10,060 | 265 | 0.11% | — | 132 | +10,060 | New | Q2 2026 | Jul 27, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 9,935 | 262 | 0.05% | 0.07% | 133 | -1,750 | -14.98% | Q2 2026 | Jul 31, 2026 |
| Burford Brothers, Inc. | History | Reduced | 9,490 | 250 | 0.09% | 0.11% | 134 | -950 | -9.1% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 9,168 | 242 | 0.0% | — | 135 | +9,168 | New | Q2 2026 | Jul 20, 2026 |
| Diversified Portfolios, Inc. | History | New | 9,142 | 241 | 0.02% | — | 136 | +9,142 | New | Q2 2026 | Aug 04, 2026 |
| Occidental Asset Management, LLC | History | New | 9,000 | 237 | 0.02% | — | 137 | +9,000 | New | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | Added to | 8,746 | 230 | 0.01% | 0.01% | 138 | +422 | 5.07% | Q2 2026 | Aug 11, 2026 |
| VestGen Investment Management | History | Reduced | 8,709 | 229 | 0.12% | 0.18% | 139 | -3,666 | -29.62% | Q2 2026 | Jul 31, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 8,501 | 224 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,469 | 223 | 0.0% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 8,000 | 211 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Synergy Investment Management, LLC | History | Added to | 7,741 | 204 | 0.05% | 0.05% | 144 | +1,661 | 27.32% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 7,739 | 204 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | New | 7,700 | 203 | 0.0% | — | 145 | +7,700 | New | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | New | 7,593 | 200 | 0.0% | — | 146 | +7,593 | New | Q2 2026 | Aug 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 7,506 | 198 | 0.03% | 0.01% | 147 | +3,668 | 95.57% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 6,571 | 173 | 0.0% | 0.0% | 148 | +407 | 6.6% | Q2 2026 | Aug 03, 2026 |
| SITTNER & NELSON, LLC | History | New | 5,500 | 145 | 0.05% | — | 149 | +5,500 | New | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Added to | 5,166 | 137 | 0.0% | 0.0% | 150 | +1,427 | 38.17% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,028 | 132 | 0.0% | 0.0% | 151 | +1,802 | 55.86% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,199 | 110 | 0.0% | 0.0% | 152 | +3,233 | 334.68% | Q2 2026 | Jul 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,131 | 108 | 0.0% | 0.0% | 153 | +165 | 4.16% | Q2 2026 | Jul 06, 2026 |
| BlackRock, Inc. | History | New | 3,529 | 93 | 0.0% | — | 154 | +3,529 | New | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,989 | 78 | 0.01% | 0.01% | 155 | +637 | 27.08% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,913 | 76 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | Reduced | 2,139 | 56 | 0.0% | 0.0% | 157 | -57 | -2.6% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 2,051 | 54 | 0.0% | — | 158 | +2,051 | New | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 1,600 | 42 | 0.0% | — | 159 | +1,600 | New | Q2 2026 | Aug 06, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 1,562 | 41 | 0.01% | 0.02% | 160 | -402 | -20.47% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,303 | 34 | 0.0% | 0.0% | 161 | +831 | 176.06% | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 851 | 22 | 0.01% | — | 162 | +851 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 700 | 18 | 0.0% | 0.0% | 163 | -2,014 | -74.21% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 56 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137,966 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Royal Harbor Partners, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -110,981 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -93,958 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.35% | — | -32,377 | -100.0% | Q2 2026 | Jul 22, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,468 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -9,300 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,814 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,409 | -100.0% | Q2 2026 | Jul 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,254 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,091 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,973 | -100.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 13, 2026 |