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 | No change | 13,144,337 | 346,813 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 11,567,287 | 305,202 | 0.16% | 0.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 3,577,313 | 94,387 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,150,448 | 83,124 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 2,710,268 | 71,510 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 1,324,006 | 34,933 | 0.49% | 0.49% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,268,729 | 33,475 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 917,938 | 24,261 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 846,621 | 22,338 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 738,981 | 19,498 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 518,969 | 13,694 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 519,570 | 13,358 | 0.02% | 0.01% | 12 | +105,569 | 25.5% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 443,224 | 11,694 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 440,452 | 11,621 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 435,116 | 11,186 | 0.01% | 0.01% | 15 | +21,257 | 5.14% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 416,192 | 10,700 | 0.03% | 0.03% | 16 | +55,535 | 15.4% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 389,563 | 10,278 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 334,417 | 8,598 | 0.02% | 0.02% | 18 | +6,098 | 1.86% | Q3 2026 | Nov 02, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 316,322 | 8,346 | 3.04% | 3.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 304,185 | 8,025 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 266,980 | 6,866 | 0.01% | 0.01% | 21 | +72,123 | 37.01% | Q3 2026 | Oct 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 260,114 | 6,687 | 0.76% | 0.41% | 22 | +123,195 | 89.98% | Q3 2026 | Oct 19, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 227,062 | 5,991 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 225,700 | 5,802 | 0.1% | 0.09% | 24 | +16,384 | 7.83% | Q3 2026 | Nov 05, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 199,147 | 5,254 | 3.93% | 3.93% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 194,070 | 5,120 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 189,624 | 5,003 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 180,077 | 4,751 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 175,694 | 4,517 | 0.14% | 0.16% | 29 | -13,445 | -7.11% | Q3 2026 | Oct 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 150,522 | 3,971 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apella Capital, LLC | History | Reduced | 149,296 | 3,838 | 0.05% | 0.06% | 31 | -3,323 | -2.18% | Q3 2026 | Oct 08, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 139,299 | 3,675 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 139,500 | 3,586 | 0.01% | 0.01% | 33 | +1,888 | 1.37% | Q3 2026 | Oct 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 135,780 | 3,582 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bensler, LLC | History | New | 138,282 | 3,555 | 0.33% | — | 35 | +138,282 | New | Q3 2026 | Nov 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 134,940 | 3,469 | 0.67% | 0.69% | 36 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FWG Holdings, LLC | History | No change | 131,988 | 3,460 | 1.2% | 1.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 125,646 | 3,230 | 0.21% | 0.14% | 38 | +49,076 | 64.09% | Q3 2026 | Oct 20, 2026 |
| &PARTNERS | History | No change | 121,339 | 3,201 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Science Advisors LLC | History | Added to | 119,300 | 3,067 | 1.29% | 0.3% | 40 | +93,834 | 368.47% | Q3 2026 | Oct 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 107,803 | 2,844 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 108,125 | 2,779 | 1.56% | 2.71% | 42 | -47,791 | -30.65% | Q3 2026 | Oct 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 100,211 | 2,644 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 100,006 | 2,638 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 97,155 | 2,563 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 95,551 | 2,521 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 91,824 | 2,402 | 0.03% | 0.05% | 47 | -49,254 | -34.91% | Q3 2026 | Nov 04, 2026 |
| Betterment LLC | History | No change | 89,992 | 2,375 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 85,683 | 2,261 | 1.81% | 1.81% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KFG LLC | History | New | 87,769 | 2,256 | 1.5% | — | 50 | +87,769 | New | Q3 2026 | Nov 02, 2026 |
| Tribridge Partners Financial LLC | History | No change | 84,571 | 2,222 | 0.87% | 0.87% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 83,692 | 2,208 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 84,374 | 2,169 | 0.4% | 0.37% | 53 | +10,901 | 14.84% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 80,859 | 2,133 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 82,882 | 2,130 | 1.28% | 1.23% | 55 | +5,705 | 7.39% | Q3 2026 | Oct 20, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 79,437 | 2,042 | 0.14% | 0.02% | 56 | +70,295 | 768.92% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 76,571 | 2,020 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Burton Enright Welch | History | Added to | 76,917 | 1,977 | 0.21% | 0.14% | 58 | +32,793 | 74.32% | Q3 2026 | Nov 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 74,295 | 1,960 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 75,561 | 1,942 | 0.53% | 0.86% | 60 | -39,506 | -34.33% | Q3 2026 | Oct 28, 2026 |
| Lakeside Advisors, INC. | History | Added to | 74,000 | 1,902 | 1.11% | 0.75% | 61 | +29,000 | 64.44% | Q3 2026 | Oct 19, 2026 |
| Bison Wealth, LLC | History | Added to | 73,163 | 1,891 | 0.16% | 0.16% | 62 | +8,340 | 12.87% | Q3 2026 | Oct 13, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 68,292 | 1,755 | 0.82% | 0.99% | 63 | -16 | -0.02% | Q3 2026 | Oct 19, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 67,522 | 1,735 | 0.7% | 0.85% | 64 | +395 | 0.59% | Q3 2026 | Oct 16, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 66,261 | 1,703 | 0.05% | 0.07% | 65 | -7,509 | -10.18% | Q3 2026 | Oct 23, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 63,198 | 1,624 | 0.9% | 0.66% | 66 | +21,231 | 50.59% | Q3 2026 | Oct 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 59,910 | 1,580 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 58,750 | 1,550 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smith Thornton Advisors LLC | History | No change | 59,890 | 1,539 | 0.67% | 0.7% | 69 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 52,507 | 1,385 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 53,636 | 1,378 | 0.07% | 0.05% | 71 | +6,897 | 14.76% | Q3 2026 | Nov 03, 2026 |
| AA Financial Advisors, LLC | History | New | 53,095 | 1,365 | 0.16% | — | 72 | +53,095 | New | Q3 2026 | Oct 19, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 51,842 | 1,332 | 0.04% | 0.05% | 73 | +974 | 1.91% | Q3 2026 | Nov 04, 2026 |
| JHP Wealth Management, LLC | History | No change | 49,116 | 1,295 | 1.06% | 1.06% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 48,623 | 1,250 | 0.01% | 0.01% | 75 | +11,137 | 29.71% | Q3 2026 | Oct 28, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 48,331 | 1,242 | 0.2% | 0.14% | 76 | +18,939 | 64.44% | Q3 2026 | Oct 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 43,213 | 1,140 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 41,578 | 1,097 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 41,356 | 1,091 | 0.4% | 0.4% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 41,900 | 1,077 | 0.01% | 0.01% | 80 | +4,445 | 11.87% | Q3 2026 | Oct 27, 2026 |
| Aprio Wealth Management, LLC | History | No change | 37,950 | 975 | 0.04% | 0.05% | 81 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Souders Financial Advisors | History | No change | 36,786 | 945 | 0.09% | 0.1% | 82 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Advisory Services Network, LLC | History | No change | 35,365 | 933 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 34,328 | 905 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 34,225 | 903 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 33,994 | 896 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 33,670 | 888 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 32,777 | 842 | 0.21% | 0.21% | 88 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,290 | 830 | 0.0% | 0.0% | 89 | +8,913 | 38.13% | Q3 2026 | Nov 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 32,226 | 828 | 0.02% | 0.0% | 90 | +27,198 | 540.93% | Q3 2026 | Nov 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 30,755 | 811 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | No change | 30,296 | 799 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Management, Inc. | History | No change | 30,205 | 796 | 0.24% | 0.24% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GWN SECURITIES INC. | History | No change | 30,013 | 791 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 29,769 | 765 | 0.03% | 0.04% | 95 | -5,990 | -16.75% | Q3 2026 | Nov 04, 2026 |
| Vawter Financial, Ltd. | History | No change | 28,500 | 751 | 0.28% | 0.28% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 28,506 | 732 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 27,052 | 713 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Atria Investments, Inc | History | Added to | 26,020 | 668 | 0.01% | 0.01% | 99 | +110 | 0.42% | Q3 2026 | Oct 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 25,738 | 661 | 0.2% | 0.11% | 100 | +15,678 | 155.84% | Q3 2026 | Oct 27, 2026 |
| MCF Advisors LLC | History | Added to | 25,676 | 660 | 0.02% | 0.02% | 101 | +5 | 0.02% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 25,282 | 654 | 0.03% | 0.02% | 102 | +10,965 | 76.59% | Q3 2026 | Oct 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24,623 | 649 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 24,642 | 634 | 0.02% | 0.02% | 104 | +161 | 0.66% | Q3 2026 | Oct 22, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 24,609 | 632 | 0.02% | 0.03% | 105 | -17,173 | -41.1% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 23,416 | 617 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 22,267 | 587 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Added to | 22,453 | 577 | 0.01% | 0.01% | 108 | +3,903 | 21.04% | Q3 2026 | Oct 16, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 22,241 | 571 | 0.05% | 0.06% | 109 | -1,375 | -5.82% | Q3 2026 | Oct 15, 2026 |
| StoneX Group Inc. | History | New | 22,065 | 567 | 0.02% | — | 110 | +22,065 | New | Q3 2026 | Nov 03, 2026 |
| World Investment Advisors | History | No change | 21,073 | 554 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,468 | 551 | 0.0% | 0.0% | 112 | +813 | 3.94% | Q3 2026 | Oct 14, 2026 |
| Nilsine Partners, LLC | History | New | 21,000 | 539 | 0.04% | — | 114 | +21,000 | New | Q3 2026 | Nov 02, 2026 |
| Occidental Asset Management, LLC | History | Added to | 21,000 | 539 | 0.05% | 0.02% | 113 | +12,000 | 133.33% | Q3 2026 | Nov 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 20,425 | 525 | 0.16% | 0.17% | 115 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 19,857 | 523 | 0.29% | 0.29% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 19,971 | 513 | 0.03% | 0.01% | 117 | +9,525 | 91.18% | Q3 2026 | Oct 29, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 19,211 | 506 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 17,901 | 460 | 0.05% | 0.06% | 119 | -1,410 | -7.3% | Q3 2026 | Oct 08, 2026 |
| BCS Wealth Management | History | No change | 16,477 | 423 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,938 | 420 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Northwest Financial Advisors | History | Reduced | 15,292 | 393 | 0.05% | 0.06% | 122 | -2,097 | -12.06% | Q3 2026 | Oct 27, 2026 |
| First Pacific Financial | History | New | 15,132 | 389 | 0.04% | — | 123 | +15,132 | New | Q3 2026 | Oct 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,862 | 382 | 0.0% | 0.0% | 124 | +5,694 | 62.11% | Q3 2026 | Oct 26, 2026 |
| Strategic Blueprint, LLC | History | Added to | 14,837 | 381 | 0.02% | 0.02% | 125 | +1,428 | 10.65% | Q3 2026 | Oct 22, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 14,370 | 379 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 14,586 | 374 | 0.01% | 0.01% | 127 | +3,965 | 37.33% | Q3 2026 | Oct 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 14,017 | 360 | 0.02% | 0.02% | 128 | +1,117 | 8.66% | Q3 2026 | Oct 30, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 13,660 | 351 | 0.02% | 0.03% | 129 | -1,155 | -7.8% | Q3 2026 | Oct 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 12,995 | 342 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TrueWealth Advisors, LLC | History | No change | 12,978 | 333 | 0.07% | 0.08% | 131 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 12,600 | 323 | 0.03% | — | 132 | +12,600 | New | Q3 2026 | Oct 16, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 12,332 | 317 | 0.01% | — | 133 | +12,332 | New | Q3 2026 | Nov 04, 2026 |
| Western Wealth Management, LLC | History | No change | 11,618 | 306 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,767 | 303 | 0.02% | 0.02% | 135 | -3,900 | -24.89% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,420 | 301 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 10,851 | 278 | 0.05% | 0.06% | 137 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 10,434 | 268 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| KWB Wealth | History | New | 9,518 | 244 | 0.02% | — | 139 | +9,518 | New | Q3 2026 | Oct 16, 2026 |
| Burford Brothers, Inc. | History | No change | 9,490 | 243 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MSH Capital Advisors LLC | History | New | 9,143 | 235 | 0.04% | — | 141 | +9,143 | New | Q3 2026 | Nov 02, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 9,110 | 234 | 0.04% | 0.05% | 142 | -825 | -8.3% | Q3 2026 | Nov 03, 2026 |
| VestGen Investment Management | History | No change | 8,709 | 229 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 8,501 | 224 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,469 | 223 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | New | 8,353 | 214 | 0.25% | — | 146 | +8,353 | New | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | New | 8,000 | 205 | 0.0% | — | 148 | +8,000 | New | Q3 2026 | Nov 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 8,000 | 205 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Synergy Investment Management, LLC | History | No change | 7,741 | 204 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,593 | 200 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 7,739 | 198 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 7,543 | 193 | 0.02% | 0.03% | 152 | +37 | 0.49% | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 6,571 | 173 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BFC Planning, Inc. | History | No change | 6,000 | 158 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| SITTNER & NELSON, LLC | History | No change | 5,500 | 145 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 5,166 | 137 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DeDora Capital, Inc. | History | New | 5,068 | 130 | 0.03% | — | 157 | +5,068 | New | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,911 | 126 | 0.01% | 0.01% | 158 | +1,922 | 64.3% | Q3 2026 | Oct 20, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 4,834 | 124 | 0.01% | 0.01% | 159 | +1,921 | 65.95% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,743 | 96 | 0.0% | 0.0% | 160 | -456 | -10.86% | Q3 2026 | Oct 08, 2026 |
| BlackRock, Inc. | History | No change | 3,529 | 93 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 2,139 | 56 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,051 | 54 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,009 | 51 | 0.0% | 0.0% | 164 | -2,122 | -51.37% | Q3 2026 | Oct 08, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,927 | 49 | 0.02% | 0.01% | 165 | +1,076 | 126.44% | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 1,600 | 42 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 1,382 | 35 | 0.01% | 0.01% | 167 | -180 | -11.52% | Q3 2026 | Oct 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,306 | 33 | 0.0% | 0.0% | 168 | +3 | 0.23% | Q3 2026 | Nov 04, 2026 |
| Signature Equity Partners, LLC | History | New | 967 | 24 | 0.01% | — | 169 | +967 | New | Q3 2026 | Oct 29, 2026 |
| UBS Group AG | History | No change | 700 | 18 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sugar Maple Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -15,291 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,320 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Birchwood Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -12,385 | -100.0% | Q3 2026 | Nov 02, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,746 | -100.0% | Q3 2026 | Oct 27, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,700 | -100.0% | Q3 2026 | Oct 23, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2026 | Oct 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |