How do I set a price alert for CGBL?

To set a CGBL price alert on Stock Alarm Pro, navigate to the CGBL quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for CGBL?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for CGBL. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for CGBL?

Stock Alarm Pro supports over 125 trigger types for CGBL: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about CGBL price changes?

CGBL alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for CGBL alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for CGBL and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

CGBL Institutional Ownership & 13F Filings

Capital Group Core Balanced ETF(CGBL)

NYSEClosing price · checked 9:26 PM ESTAbout this dataData status

$37.06▼-0.09 (-0.24%)

Extended:$37.06+0.00 (+0.00%)

WatchlistChart Studio

CGBL(CGBL)

CGBL

Institutional Ownership

Top 430 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	21.20M	Sep 30, 26	+2.48M	9.76%
Forge Financial Services LLC	4.07M	Sep 30, 26	+228.81K	1.88%
COMMONWEALTH EQUITY SERVICES, LLC	3.91M	Sep 30, 26	+426.97K	1.80%
Cambridge Investment Research Advisors, Inc.	2.76M	Sep 30, 26	+163.85K	1.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.33M	Sep 30, 26	+735.98K	1.07%
Kestra Advisory Services, LLC	2.02M	Sep 30, 26	+264.11K	0.93%
Aprio Wealth Management, LLC	1.66M	Sep 30, 26	-33.18K	0.76%
J. Derek Lewis & Associates Inc.	1.42M	Sep 30, 26	+80.14K	0.65%
HARBOUR INVESTMENTS, INC.	925.12K	Sep 30, 26	-90.73K	0.43%
Quantum Financial Planning Services, Inc.	771.13K	Sep 30, 26	+349.23K	0.36%
GREAT VALLEY ADVISOR GROUP, INC.	733.66K	Sep 30, 26	+158.43K	0.34%
Concurrent Investment Advisors, LLC	662.95K	Sep 30, 26	+39.56K	0.31%
Greenbush Financial Group, LLC	569.13K	Sep 30, 26	+19.73K	0.26%
Confluence Wealth Services, Inc.	566.26K	Sep 30, 26	+4.07K	0.26%
FLAGSHIP HARBOR ADVISORS, LLC	564.82K	Sep 30, 26	+16.21K	0.26%
KESTRA PRIVATE WEALTH SERVICES, LLC	557.33K	Sep 30, 26	+17.32K	0.26%
ASSETMARK, INC	546.26K	Sep 30, 26	+119.98K	0.25%
Mesirow Financial Investment Management, Inc.	537.77K	Sep 30, 26	+35.80K	0.25%
Clarity Wealth Advisors, LLC	429.42K	Sep 30, 26	+59.77K	0.20%
Apollon Wealth Management, LLC	427.18K	Sep 30, 26	+52.63K	0.20%
B. Riley Wealth Advisors, Inc.	417.95K	Sep 30, 26	+63.53K	0.19%
KWB Wealth	387.91K	Sep 30, 26	-537.98K	0.18%
IFP Advisors, Inc	381.08K	Sep 30, 26	+34.07K	0.18%
Johnson Bixby & Associates, LLC	375.57K	Sep 30, 26	+33.17K	0.17%
CULLEN/FROST BANKERS, INC.	373.85K	Sep 30, 26	+91.21K	0.17%
D.A. DAVIDSON & CO.	364.68K	Sep 30, 26	+25.95K	0.17%
Valmark Advisers, Inc.	357.32K	Sep 30, 26	+42.36K	0.16%
Hartmann Taylor Wealth Management, LLC	346.95K	Sep 30, 26	+20.78K	0.16%
High Net Worth Advisory Group LLC	340.15K	Sep 30, 26	+9.31K	0.16%
Capital Management Associates, Inc	338.64K	Sep 30, 26	+18.56K	0.16%
Merit Financial Group, LLC	337.34K	Sep 30, 26	+19.18K	0.16%
Geneos Wealth Management Inc.	336.55K	Sep 30, 26	+16.70K	0.15%
Venture Visionary Partners LLC	336.37K	Sep 30, 26	+31.68K	0.15%
CLG LLC	329.97K	Sep 30, 26	+29.45K	0.15%
Base Wealth Management LLC	328.25K	Sep 30, 26	+6.26K	0.15%
FOUNDERS FINANCIAL SECURITIES LLC	315.09K	Sep 30, 26	+36.02K	0.15%
LongView Wealth Management	305.08K	Sep 30, 26	+28.61K	0.14%
Boyer Financial Services, Inc.	295.71K	Sep 30, 26	+510	0.14%
AdvisorNet Financial, Inc	292.03K	Sep 30, 26	+20.57K	0.13%
SEAMOUNT FINANCIAL GROUP INC	274.75K	Sep 30, 26	+16.64K	0.13%
TRUIST FINANCIAL CORP	268.06K	Sep 30, 26	+54.56K	0.12%
Westside Investment Management, Inc.	223.23K	Sep 30, 26	+21.55K	0.10%
QUANTUM FINANCIAL PARTNERS LLC	223.04K	Sep 30, 26	-38.91K	0.10%
ENDEAVOR PRIVATE WEALTH, INC.	217.00K	Sep 30, 26	+4.36K	0.10%
Worth Asset Management, LLC	201.75K	Sep 30, 26	-7.78K	0.09%
VVR Holdings LLC	194.61K	Sep 30, 26	+51.79K	0.09%
Clear Creek Financial Management, LLC	190.86K	Sep 30, 26	+17.00K	0.09%
Sigma Planning Corp	188.56K	Sep 30, 26	+26.20K	0.09%
SAGESPRING WEALTH PARTNERS, LLC	186.31K	Sep 30, 26	+12.70K	0.09%
THOROUGHBRED FINANCIAL SERVICES, LLC	181.68K	Sep 30, 26	+27.59K	0.08%
Tempus Wealth Planning, LLC	178.84K	Sep 30, 26	+2.52K	0.08%
DAVENPORT & Co LLC	177.62K	Sep 30, 26	+25.79K	0.08%
WealthCare Investment Partners, LLC	168.49K	Sep 30, 26	+23.24K	0.08%
PFG Advisors	166.55K	Sep 30, 26	+23.88K	0.08%
MGO ONE SEVEN LLC	165.57K	Sep 30, 26	+13.89K	0.08%
Integrity Advisory Solutions, LLC	164.59K	Sep 30, 26	+7.00K	0.08%
Bank of New York Mellon Corp	164.18K	Sep 30, 26	+58.53K	0.08%
Gerber Kawasaki Wealth & Investment Management	163.44K	Sep 30, 26	+14.26K	0.08%
First Heartland Consultants, Inc.	160.32K	Sep 30, 26	+10.96K	0.07%
HighPoint Advisor Group LLC	157.84K	Sep 30, 26	+12.66K	0.07%
Michael Brady & Co., LLC	153.55K	Sep 30, 26	-7.95K	0.07%
Koshinski Asset Management, Inc.	147.29K	Sep 30, 26	+14.08K	0.07%
CWS Financial Advisors, LLC	142.69K	Sep 30, 26	+5.54K	0.07%
AA Financial Advisors, LLC	140.93K	Sep 30, 26	+3.30K	0.06%
Asset Allocation Strategies LLC	137.52K	Sep 30, 26	+69.26K	0.06%
Taylor Financial Group, Inc.	133.95K	Sep 30, 26	+12.21K	0.06%
Challenger Wealth Management	131.39K	Sep 30, 26	+5.81K	0.06%
Onyx Bridge Wealth Group LLC	123.31K	Sep 30, 26	-938	0.06%
J.W. COLE ADVISORS, INC.	116.16K	Sep 30, 26	+26.33K	0.05%
NWF Advisory Services Inc.	114.91K	Sep 30, 26	+19.95K	0.05%
Blueprint Investment Partners LLC	111.52K	Sep 30, 26	+10.72K	0.05%
Blueprint Financial Advisors LLC	111.52K	Sep 30, 26	+10.72K	0.05%
DAHRING \| CUSMANO LLC	111.50K	Sep 30, 26	+16.50K	0.05%
Patriot Financial Group Insurance Agency, LLC	110.56K	Sep 30, 26	+1.88K	0.05%
PRIVATE CLIENT SERVICES, LLC	108.59K	Sep 30, 26	+28.92K	0.05%
StrongBox Wealth, LLC	106.51K	Sep 30, 26	+4.58K	0.05%
Keystone Wealth Services, LLC	101.75K	Sep 30, 26	+6.90K	0.05%
FIFTH THIRD BANCORP	100.95K	Sep 30, 26	+3.55K	0.05%
Sovran Advisors, LLC	99.21K	Sep 30, 26	+2.65K	0.05%
RFG Advisory, LLC	91.15K	Sep 30, 26	-1.45K	0.04%
Accel Wealth Management	91.01K	Sep 30, 26	+30.56K	0.04%
Clear Trail Advisors, LLC	89.90K	Sep 30, 26	-3.82K	0.04%
EverSource Wealth Advisors, LLC	86.48K	Sep 30, 26	+37.92K	0.04%
Mascagni Wealth Management, Inc.	81.11K	Sep 30, 26	+1.20K	0.04%
PKS Advisory Services, LLC	78.54K	Sep 30, 26	--	0.04%
Carson Advisory Inc.	70.72K	Sep 30, 26	+19.70K	0.03%
VICUS CAPITAL	68.85K	Sep 30, 26	+12.35K	0.03%
Prospera Financial Services Inc	67.50K	Sep 30, 26	+30.47K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	65.32K	Sep 30, 26	+5.81K	0.03%
HBW ADVISORY SERVICES LLC	65.09K	Sep 30, 26	+7.48K	0.03%
Ascentis Independent Advisors	64.99K	Sep 30, 26	+64.99K	0.03%
ASHTON THOMAS SECURITIES, LLC	63.51K	Sep 30, 26	+17.31K	0.03%
Richmond Investment Services, LLC	61.52K	Sep 30, 26	+13.13K	0.03%
Security Financial Services, INC.	59.23K	Sep 30, 26	+2.74K	0.03%
Smith Thornton Advisors LLC	56.96K	Sep 30, 26	+8.16K	0.03%
WILLIAM JOHN SEMPOLINSKI	55.66K	Sep 30, 26	+925	0.03%
Creekside Partners	55.59K	Sep 30, 26	-2.13K	0.03%
Signature Equity Partners, LLC	53.25K	Sep 30, 26	+53.25K	0.02%
LANGLEY WEALTH MANAGEMENT, LLC	50.77K	Sep 30, 26	+13.89K	0.02%
Lantern Wealth Advisors, LLC	50.60K	Sep 30, 26	+611	0.02%
Bare Financial Services, Inc	49.02K	Sep 30, 26	-2.04K	0.02%
United Advisor Group, LLC	47.86K	Sep 30, 26	+2.70K	0.02%
Capital Investment Advisory Services, LLC	46.71K	Sep 30, 26	+11.01K	0.02%
Atria Investments, Inc	45.23K	Sep 30, 26	+24.33K	0.02%
Western Wealth Management, LLC	43.89K	Sep 30, 26	-459	0.02%
TITLEIST ASSET MANAGEMENT, LLC	40.69K	Sep 30, 26	-587	0.02%
R2 Capital Strategies, LLC	38.74K	Sep 30, 26	+17	0.02%
Lantz Financial LLC	38.49K	Sep 30, 26	+536	0.02%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	36.75K	Sep 30, 26	-1	0.02%
VestGen Advisors, LLC	36.63K	Sep 30, 26	-2.02K	0.02%
Wisconsin Wealth Advisors, LLC	35.69K	Sep 30, 26	+1.03K	0.02%
Latitude Advisors, LLC	35.08K	Sep 30, 26	+3.90K	0.02%
Beacon Financial Advisory LLC	34.99K	Sep 30, 26	-1.47K	0.02%
Independent Wealth Network Inc.	34.41K	Sep 30, 26	+1.78K	0.02%
Old North State Wealth Management, LLC	33.79K	Sep 30, 26	+14.74K	0.02%
Visionary Wealth Advisors	33.61K	Sep 30, 26	+2.22K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	32.91K	Sep 30, 26	+5.87K	0.02%
CERTIOR FINANCIAL GROUP, LLC	32.82K	Sep 30, 26	-19	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	32.58K	Sep 30, 26	+5.97K	0.02%
Diversify Advisory Services, LLC	32.58K	Sep 30, 26	+5.97K	0.02%
Merited Wealth, LLC	31.53K	Sep 30, 26	-21.18K	0.01%
ADVISORTRUST PARTNERS, LLC	31.02K	Sep 30, 26	+6.24K	0.01%
James T. Borello RIA	30.12K	Sep 30, 26	+2.36K	0.01%
Lincoln Capital LLC	29.64K	Sep 30, 26	+16.96K	0.01%
Northwest Financial Advisors	29.44K	Sep 30, 26	+42	0.01%
UHLMANN PRICE SECURITIES, LLC	29.37K	Sep 30, 26	+7.49K	0.01%
Nautilus Advisors LLC	29.27K	Sep 30, 26	-1.73K	0.01%
Englebert Financial Advisers, LLC	28.69K	Sep 30, 26	-6.13K	0.01%
Vise Technologies, Inc.	28.49K	Sep 30, 26	+7.57K	0.01%
Focus Financial Network, Inc.	27.19K	Sep 30, 26	+8.97K	0.01%
SILVER OAK SECURITIES, INCORPORATED	27.17K	Sep 30, 26	+2.21K	0.01%
Colonial River Investments, LLC	24.67K	Sep 30, 26	-212	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	24.43K	Sep 30, 26	+2.01K	0.01%
tru Independence LLC	24.40K	Sep 30, 26	-758	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	23.42K	Sep 30, 26	+3.54K	0.01%
Lido Advisors, LLC	23.34K	Sep 30, 26	+100	0.01%
PRIVATE TRUST CO NA	22.99K	Sep 30, 26	+591	0.01%
Farther Finance Advisors, LLC	21.54K	Sep 30, 26	-38.55K	0.01%
Summit Global Investments	21.20K	Sep 30, 26	+142	0.01%
KPP Advisory Services LLC	20.98K	Sep 30, 26	--	0.01%
Walkner Condon Financial Advisors LLC	20.22K	Sep 30, 26	-215	0.01%
RICHARDS, MERRILL & PETERSON, INC.	19.05K	Sep 30, 26	+4.30K	0.01%
Armstrong, Fleming & Moore, Inc	18.71K	Sep 30, 26	-477	0.01%
Bridgewealth Advisory Group, LLC	18.64K	Sep 30, 26	-3.07K	0.01%
FINANCIAL MANAGEMENT NETWORK INC	18.49K	Sep 30, 26	-641	0.01%
Strategic Blueprint, LLC	18.22K	Sep 30, 26	-3.52K	0.01%
Pines Wealth Management, LLC	18.11K	Sep 30, 26	-2.20K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	17.90K	Sep 30, 26	+2.66K	0.01%
Souders Financial Advisors	17.21K	Sep 30, 26	-717	0.01%
Balboa Wealth Partners	16.79K	Sep 30, 26	+57	0.01%
Equity Wealth Partners, LLC	16.75K	Sep 30, 26	+16.75K	0.01%
Financial Perspectives, Inc	16.52K	Sep 30, 26	+1.03K	0.01%
RIA Advisory Group LLC	16.23K	Sep 30, 26	-20.11K	0.01%
OPPENHEIMER & CO INC	15.50K	Sep 30, 26	+1.87K	0.01%
Jacobi Capital Management LLC	15.37K	Sep 30, 26	+2.30K	0.01%
TCFG Investment Advisors, LLC	15.14K	Sep 30, 26	+2.58K	0.01%
Williams & Novak Wealth Management, LLC	15.09K	Sep 30, 26	-6.84K	0.01%
Birchwood Financial Partners, Inc.	15.01K	Sep 30, 26	+3.94K	0.01%
SWEENEY & MICHEL, LLC	14.97K	Sep 30, 26	+4.26K	0.01%
INTEGRITY ALLIANCE, LLC.	14.47K	Sep 30, 26	+1.11K	0.01%
Lodestone Wealth Management LLC	13.39K	Sep 30, 26	-756	0.01%
WARNER FINANCIAL, INC	13.38K	Sep 30, 26	+2.41K	0.01%
Advisor Resource Council	13.31K	Sep 30, 26	-11.05K	0.01%
Spinnaker Investment Group, LLC	12.84K	Sep 30, 26	-971	0.01%
Transcendent Capital Group LLC	12.26K	Sep 30, 26	+201	0.01%
TD Waterhouse Canada Inc.	12.21K	Sep 30, 26	--	0.01%
Southland Equity Partners LLC	12.01K	Sep 30, 26	-159	0.01%
Bill Few Associates, Inc.	11.90K	Sep 30, 26	+1.37K	0.01%
Cornerstone Wealth Management, LLC	11.85K	Sep 30, 26	+11.85K	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	11.75K	Sep 30, 26	+5.38K	0.01%
IFS Advisors, LLC	11.68K	Sep 30, 26	+11.68K	0.01%
Cape Investment Advisory, Inc.	11.16K	Sep 30, 26	+8.01K	0.01%
Intrua Financial, LLC	11.10K	Sep 30, 26	-83	0.01%
Spire Wealth Management	11.00K	Sep 30, 26	+22	0.01%
Cooper Financial Group	10.88K	Sep 30, 26	+2.88K	0.01%
Sowell Financial Services LLC	9.62K	Sep 30, 26	+869	0.00%
PERRYMAN FINANCIAL ADVISORY INC /AD	9.56K	Sep 30, 26	+197	0.00%
Tennessee Valley Asset Management Partners	9.45K	Sep 30, 26	-30	0.00%
Prime Capital Investment Advisors, LLC	9.15K	Sep 30, 26	+124	0.00%
Belpointe Asset Management LLC	8.88K	Sep 30, 26	-5.49K	0.00%
Professional Financial Advisors, LLC	8.83K	Sep 30, 26	-654	0.00%
Old Port Advisors	8.55K	Sep 30, 26	+2.79K	0.00%
IFG Advisory, LLC	8.47K	Sep 30, 26	-571	0.00%
Guardian Asset Advisors, LLC	8.23K	Sep 30, 26	+930	0.00%
ADAMSBROWN WEALTH CONSULTANTS LLC	8.14K	Sep 30, 26	+1.74K	0.00%
Retireful, LLC	8.12K	Sep 30, 26	+624	0.00%
Johnson Financial Group, LLC	7.85K	Sep 30, 26	--	0.00%
LAUREL OAK WEALTH MANAGEMENT, LLC	7.79K	Sep 30, 26	+7.79K	0.00%
Virtus Wealth Solutions LLC	7.77K	Sep 30, 26	+29	0.00%
HARMONY ASSET MANAGEMENT LLC	7.62K	Sep 30, 26	+88	0.00%
WEDBUSH SECURITIES INC	7.55K	Sep 30, 26	+750	0.00%
Perigon Wealth Management, LLC	7.30K	Sep 30, 26	+1.72K	0.00%
HUB Investment Partners, LLC	7.25K	Sep 30, 26	-4.18K	0.00%
SARD WEALTH MANAGEMENT GROUP, LLC	7.25K	Sep 30, 26	+7.25K	0.00%
A&I FINANCIAL SERVICES, LLC	7.19K	Sep 30, 26	--	0.00%
Dynamic Advisor Solutions LLC	7.17K	Sep 30, 26	+335	0.00%
Y-Intercept (Hong Kong) Ltd	7.11K	Sep 30, 26	+7.11K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	7.05K	Sep 30, 26	+1.42K	0.00%
M Holdings Securities, Inc.	6.83K	Sep 30, 26	+6.83K	0.00%
Provenance Wealth Advisors, LLC	6.77K	Sep 30, 26	+6.77K	0.00%
Claro Advisors Inc.	6.72K	Sep 30, 26	--	0.00%
NWAM LLC	6.70K	Sep 30, 26	+19	0.00%
StoneX Group Inc.	6.58K	Sep 30, 26	+6.58K	0.00%
Ignite Planners, LLC	6.41K	Sep 30, 26	+6.41K	0.00%
M.E. ALLISON & CO., INC.	6.41K	Sep 30, 26	--	0.00%
Nicholson Wealth Management Group, LLC	6.39K	Sep 30, 26	--	0.00%
Creative Planning	5.97K	Sep 30, 26	-1.31K	0.00%
Silver Grove Financial Group, Inc.	5.92K	Sep 30, 26	+5.92K	0.00%
Hobart Private Capital, LLC	5.77K	Sep 30, 26	-370	0.00%
WEALTHGARDEN F.S. LLC	5.76K	Sep 30, 26	+5.76K	0.00%
VERUS CAPITAL PARTNERS, LLC	5.61K	Sep 30, 26	-485	0.00%
Root Financial Partners, LLC	4.24K	Sep 30, 26	+4.24K	0.00%
Rossby Financial, LCC	2.26K	Sep 30, 26	+1.33K	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	2.20K	Sep 30, 26	-231	0.00%
Nova Financial LLC	2.12K	Sep 30, 26	+2.12K	0.00%
CoreCap Advisors, LLC	2.12K	Sep 30, 26	+1.20K	0.00%
CX Institutional	2.12K	Sep 30, 26	+2.12K	0.00%
North Star Investment Management Corp.	2.02K	Sep 30, 26	+2.02K	0.00%
ARVEST INVESTMENTS, INC.	1.76K	Sep 30, 26	--	0.00%
Larson Financial Group LLC	1.70K	Sep 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	1.48K	Sep 30, 26	--	0.00%
Allworth Financial LP	1.35K	Sep 30, 26	--	0.00%
Archer Investment Corp	1.09K	Sep 30, 26	+778	0.00%
LANARK FINANCIAL, INC.	775	Sep 30, 26	+2	0.00%
BAYBAN	604	Sep 30, 26	--	0.00%
N.E.W. Advisory Services LLC	309	Sep 30, 26	--	0.00%
CENTRAL TRUST Co	308	Sep 30, 26	--	0.00%
Princeton Global Asset Management LLC	218	Sep 30, 26	+218	0.00%
ENTRUST FINANCIAL LLC	198	Sep 30, 26	+198	0.00%
US BANCORP \DE\	105	Sep 30, 26	-1.41K	0.00%
BOKF, NA	--	Sep 30, 26	-605	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Sep 30, 26	-2.94K	--
Schuylkill Financial LLC	--	Sep 30, 26	-1	--
KEYBANK NATIONAL ASSOCIATION/OH	--	Sep 30, 26	-5.51K	--
Parkside Financial Bank & Trust	--	Sep 30, 26	-870	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-5.38K	--
Simplicity Wealth,LLC	--	Sep 30, 26	-9.30K	--
Advisor OS, LLC	--	Sep 30, 26	-18.93K	--
Concord Wealth Partners	--	Sep 30, 26	-300	--
FINANCIAL CONSULATE, INC	--	Sep 30, 26	-158	--
MSH Capital Advisors LLC	--	Sep 30, 26	-12.91K	--
Trust Co	--	Sep 30, 26	-200	--
Advance Capital Management, Inc.	12.04M	Jun 30, 26	+67.41K	5.55%
WELLS FARGO & COMPANY/MN	10.14M	Jun 30, 26	+2.51M	4.67%
ENVESTNET ASSET MANAGEMENT INC	9.65M	Jun 30, 26	+1.41M	4.45%
MORGAN STANLEY	6.15M	Jun 30, 26	+721.62K	2.83%
RAYMOND JAMES FINANCIAL INC	5.67M	Jun 30, 26	+1.95M	2.61%
Cetera Investment Advisers	4.82M	Jun 30, 26	+770.60K	2.22%
OSAIC HOLDINGS, INC.	3.59M	Jun 30, 26	+779.20K	1.65%
ROYAL BANK OF CANADA	2.52M	Jun 30, 26	+183.80K	1.16%
JONES FINANCIAL COMPANIES LLLP	2.38M	Jun 30, 26	+443.91K	1.10%
Janney Montgomery Scott LLC	1.59M	Jun 30, 26	+251.84K	0.73%
STIFEL FINANCIAL CORP	1.56M	Jun 30, 26	+295.41K	0.72%
MML INVESTORS SERVICES, LLC	1.35M	Jun 30, 26	+297.76K	0.62%
BENJAMIN EDWARDS INC	1.31M	Jun 30, 26	+372.89K	0.61%
Compton Financial Group, LLC	1.27M	Jun 30, 26	+725.20K	0.58%
HARBOUR INVESTMENTS, INC.	1.02M	Jun 30, 26	+45.21K	0.47%
&PARTNERS	1.01M	Jun 30, 26	+149.81K	0.46%
Private Advisor Group, LLC	905.87K	Jun 30, 26	+314.83K	0.42%
ST GERMAIN D J CO INC	721.76K	Jun 30, 26	+25.36K	0.33%
GREAT VALLEY ADVISOR GROUP, INC.	575.23K	Jun 30, 26	+12.29K	0.26%
NewEdge Advisors, LLC	491.91K	Jun 30, 26	+102.91K	0.23%
Smartleaf Asset Management LLC	426.69K	Jun 30, 26	--	0.20%
Betterment LLC	422.61K	Jun 30, 26	+92.45K	0.19%
Capital Group Private Client Services, Inc.	420.62K	Jun 30, 26	+122.81K	0.19%
PCG Wealth Advisors, LLC	402.42K	Jun 30, 26	+55.47K	0.19%
BANK OF AMERICA CORP /DE/	395.94K	Jun 30, 26	+113.28K	0.18%
World Investment Advisors	393.19K	Jun 30, 26	+11.33K	0.18%
CARY STREET PARTNERS FINANCIAL LLC	347.71K	Jun 30, 26	+4.09K	0.16%
UBS Group AG	333.53K	Jun 30, 26	+55.36K	0.15%
SMITH, MOORE & CO.	326.85K	Jun 30, 26	+9.99K	0.15%
Equitable Holdings, Inc.	320.89K	Jun 30, 26	+134.96K	0.15%
Stratos Wealth Partners, LTD.	320.62K	Jun 30, 26	+21.41K	0.15%
Geneos Wealth Management Inc.	319.85K	Jun 30, 26	+39.49K	0.15%
Hopwood Nicholas Hunter	288.66K	Jun 30, 26	+9.14K	0.13%
Integrated Wealth Concepts LLC	274.11K	Jun 30, 26	+47.58K	0.13%
Gateway Wealth Partners, LLC	259.08K	Jun 30, 26	-91.31K	0.12%
HighTower Advisors, LLC	242.08K	Jun 30, 26	+15.05K	0.11%
Essex Financial Services, Inc.	239.61K	Jun 30, 26	+22.34K	0.11%
Advisory Services Network, LLC	226.18K	Jun 30, 26	+35.00K	0.10%
Spectrum Investment Advisors, Inc.	208.66K	Jun 30, 26	+208.66K	0.10%
KINTRA WEALTH, LLC	200.75K	Jun 30, 26	+92.98K	0.09%
Bleakley Financial Group, LLC	189.75K	Jun 30, 26	+24.70K	0.09%
Envestnet Portfolio Solutions, Inc.	172.72K	Jun 30, 26	+33.50K	0.08%
Rockefeller Capital Management L.P.	167.60K	Jun 30, 26	+9.99K	0.08%
CVFG LLC	164.98K	Jun 30, 26	+21.50K	0.08%
Mutual Advisors, LLC	164.71K	Jun 30, 26	+76.34K	0.08%
THOROUGHBRED FINANCIAL SERVICES, LLC	154.09K	Jun 30, 26	+3.00K	0.07%
Ameritas Advisory Services, LLC	149.80K	Jun 30, 26	+137.46K	0.07%
CENTAURUS FINANCIAL, INC.	149.52K	Jun 30, 26	+28.52K	0.07%
Steward Partners Investment Advisory, LLC	149.39K	Jun 30, 26	+28.39K	0.07%
CAPTRUST FINANCIAL ADVISORS	143.38K	Jun 30, 26	+5.29K	0.07%
Kingsview Wealth Management, LLC	143.35K	Jun 30, 26	-27.16K	0.07%
JPMORGAN CHASE & CO	142.12K	Jun 30, 26	+39.53K	0.07%
WNY Asset Management, LLC	140.64K	Jun 30, 26	+47.23K	0.06%
Vestmark Advisory Solutions, Inc.	120.12K	Jun 30, 26	+52.10K	0.06%
Capital Analysts, LLC	116.61K	Jun 30, 26	+61.76K	0.05%
Stratos Wealth Advisors, LLC	110.41K	Jun 30, 26	+15.29K	0.05%
Cassady Wealth & Retirement Planning, LLC	110.39K	Jun 30, 26	+2.87K	0.05%
Continuum Advisory, LLC	109.55K	Jun 30, 26	+15.52K	0.05%
WCG Wealth Advisors LLC	99.12K	Jun 30, 26	+99.12K	0.05%
Waverly Advisors, LLC	98.23K	Jun 30, 26	+98.23K	0.05%
RENAISSANCE TECHNOLOGIES LLC	97.00K	Jun 30, 26	+97.00K	0.04%
AMERIPRISE FINANCIAL INC	95.39K	Jun 30, 26	-25.30K	0.04%
J HAGAN CAPITAL, INC.	89.83K	Jun 30, 26	+6.30K	0.04%
BFC Planning, Inc.	77.65K	Jun 30, 26	+14.16K	0.04%
Burford Brothers, Inc.	73.35K	Jun 30, 26	+1.93K	0.03%
Ausdal Financial Partners, Inc.	69.17K	Jun 30, 26	+15.57K	0.03%
STEPHENS INC /AR/	62.47K	Jun 30, 26	+3.37K	0.03%
Keystone Financial Group	60.73K	Jun 30, 26	+13.50K	0.03%
Mariner, LLC	57.40K	Jun 30, 26	-425.31K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	57.22K	Jun 30, 26	+17.43K	0.03%
Global Retirement Partners, LLC	48.91K	Jun 30, 26	+48.91K	0.02%
Western Wealth Management, LLC	44.35K	Jun 30, 26	+478	0.02%
GTS SECURITIES LLC	43.29K	Jun 30, 26	+43.29K	0.02%
Sun Financial Inc	40.73K	Jun 30, 26	+34	0.02%
CCG WEALTH MANAGEMENT, LLC	39.25K	Jun 30, 26	-6.71K	0.02%
LEIGH BALDWIN & CO., LLC	36.31K	Jun 30, 26	+1.06K	0.02%
Baird Financial Group, Inc.	34.93K	Jun 30, 26	+2.07K	0.02%
Duncan Williams Asset Management, LLC	34.02K	Jun 30, 26	+21.45K	0.02%
Dakota Wealth Management	33.91K	Jun 30, 26	+3.59K	0.02%
Brookwood Investment Group LLC	33.35K	Jun 30, 26	+185	0.02%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	32.58K	Jun 30, 26	+7.68K	0.02%
Synergy Investment Management, LLC	31.82K	Jun 30, 26	+1.10K	0.01%
Summit Financial, LLC	30.05K	Jun 30, 26	-1.05K	0.01%
Advyzon Investment Management, LLC	29.05K	Jun 30, 26	+2.68K	0.01%
Arax Advisory Partners	28.31K	Jun 30, 26	+13.13K	0.01%
Vantus Wealth LLC	27.73K	Jun 30, 26	+27.73K	0.01%
Focus Advisor Solutions, LLC	27.06K	Jun 30, 26	+3.46K	0.01%
ROTHSCHILD INVESTMENT LLC	25.45K	Jun 30, 26	+2.00K	0.01%
SILVER OAK SECURITIES, INCORPORATED	24.96K	Jun 30, 26	+9.30K	0.01%
IHT Wealth Management, LLC	22.75K	Jun 30, 26	+314	0.01%
OakTrust Wealth Advisors, LLC	22.52K	Jun 30, 26	+8.47K	0.01%
Bridgewealth Advisory Group, LLC	21.70K	Jun 30, 26	+7	0.01%
Harborfront Financial Group LLC	21.41K	Jun 30, 26	+21.41K	0.01%
Regal Investment Advisors LLC	20.80K	Jun 30, 26	-870	0.01%
Focus Partners Wealth	20.00K	Jun 30, 26	+3.29K	0.01%
Tudor Financial Inc.	18.66K	Jun 30, 26	+1.43K	0.01%
Stonebridge Financial Group, LLC / MO	17.88K	Jun 30, 26	+6.37K	0.01%
McNamara Financial Services, Inc.	17.40K	Jun 30, 26	+2.34K	0.01%
Coastal Bridge Advisors, LLC	15.96K	Jun 30, 26	+1.03K	0.01%
OneAscent Financial Services LLC	15.87K	Jun 30, 26	+4.34K	0.01%
Owen LaRue, LLC	15.07K	Jun 30, 26	-731	0.01%
44 WEALTH MANAGEMENT LLC	14.80K	Jun 30, 26	+32	0.01%
Mayflower Financial Advisors, LLC	14.54K	Jun 30, 26	+1.20K	0.01%
NICOLET BANKSHARES INC	14.38K	Jun 30, 26	+14.38K	0.01%
Belpointe Asset Management LLC	14.37K	Jun 30, 26	+7.81K	0.01%
NATIXIS ADVISORS, LLC	14.22K	Jun 30, 26	+2.27K	0.01%
Arkadios Wealth Advisors	12.98K	Jun 30, 26	+12.98K	0.01%
AQR CAPITAL MANAGEMENT LLC	12.98K	Jun 30, 26	--	0.01%
Modern Wealth Management, LLC	12.42K	Jun 30, 26	+9	0.01%
AMERIFLEX GROUP, INC.	12.27K	Jun 30, 26	--	0.01%
Medallion Wealth Advisors, LLC	11.85K	Jun 30, 26	+11.25K	0.01%
Strategic Financial Concepts, LLC	11.48K	Jun 30, 26	-6.73K	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	10.68K	Jun 30, 26	-873	0.00%
Parsonex Advisory Services, Inc.	10.68K	Jun 30, 26	--	0.00%
Maridea Wealth Management LLC	10.45K	Jun 30, 26	+10.45K	0.00%
Sanctuary Advisors, LLC	10.36K	Jun 30, 26	+802	0.00%
Prepared Retirement Institute LLC	10.10K	Jun 30, 26	-6.22K	0.00%
Vermillion & White Wealth Management Group, LLC	10.00K	Jun 30, 26	+1.04K	0.00%
Hilltop Holdings Inc.	9.70K	Jun 30, 26	--	0.00%
Snowden Capital Advisors LLC	9.38K	Jun 30, 26	+2.44K	0.00%
IFG Advisory, LLC	9.04K	Jun 30, 26	+9.04K	0.00%
PFG Investments, LLC	8.84K	Jun 30, 26	-4.98K	0.00%
Kovack Advisors, Inc.	8.29K	Jun 30, 26	-1.29K	0.00%
Wealth Management Associates, Inc.	8.26K	Jun 30, 26	+1.80K	0.00%
CALTON & ASSOCIATES, INC.	8.18K	Jun 30, 26	+8.18K	0.00%
Capital International Investors	8.00K	Jun 30, 26	+8.00K	0.00%
Savvy Advisors, Inc.	7.67K	Jun 30, 26	+7.67K	0.00%
PEAPACK GLADSTONE FINANCIAL CORP	7.59K	Jun 30, 26	+1.34K	0.00%
BARNES PETTEY FINANCIAL ADVISORS, LLC	7.17K	Jun 30, 26	+7.17K	0.00%
Wealthspire Retirement, LLC	7.09K	Jun 30, 26	+7.09K	0.00%
Hobbs Group Advisors, LLC	6.93K	Jun 30, 26	-310	0.00%
NWAM LLC	6.68K	Jun 30, 26	--	0.00%
January Capital Advisors LLC	6.60K	Jun 30, 26	+77	0.00%
Aspire Growth Partners LLC	6.53K	Jun 30, 26	+6.53K	0.00%
Nicholson Wealth Management Group, LLC	6.39K	Jun 30, 26	--	0.00%
Gladstone Institutional Advisory LLC	6.32K	Jun 30, 26	-394	0.00%
PRINCIPAL SECURITIES, INC.	6.21K	Jun 30, 26	+6.21K	0.00%
Colonial Trust Co / SC	6.21K	Jun 30, 26	+6.21K	0.00%
DELTA ASSET MANAGEMENT LLC/TN	5.97K	Jun 30, 26	+22	0.00%
CreativeOne Wealth, LLC	5.71K	Jun 30, 26	+5.71K	0.00%
Tumwater Wealth Management, LLC	5.34K	Jun 30, 26	+5.34K	0.00%
Atlanta Consulting Group Advisors, LLC	5.27K	Jun 30, 26	+5.27K	0.00%
Strategic Investment Solutions, Inc. /IL	3.44K	Jun 30, 26	--	0.00%
Cascades Capital Asset Management, LLC	2.89K	Jun 30, 26	+2.89K	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	2.79K	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	2.44K	Jun 30, 26	+50	0.00%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	2.28K	Jun 30, 26	+6	0.00%
BlackRock, Inc.	2.00K	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	1.45K	Jun 30, 26	+1.45K	0.00%
Anchor Investment Management, LLC	1.25K	Jun 30, 26	+5	0.00%
FMR LLC	876	Jun 30, 26	-253	0.00%
MPWM ADVISORY SOLUTIONS, LLC	474	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	339	Jun 30, 26	+339	0.00%
N.E.W. Advisory Services LLC	309	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	157	Jun 30, 26	+157	0.00%
Dunhill Financial, LLC	144	Jun 30, 26	+144	0.00%
CITADEL ADVISORS LLC	--	Jun 30, 26	-222.51K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-139	--
Independent Advisor Alliance	--	Jun 30, 26	-216.54K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-328.95K	--
CWM, LLC	2.23M	Mar 31, 26	+61.63K	1.03%
Sunbelt Securities, Inc.	142.53K	Mar 31, 26	+570	0.07%
TCFG WEALTH MANAGEMENT, LLC	10.87K	Mar 31, 26	+10.87K	0.01%
U.S. Capital Wealth Advisors, LLC	6.83K	Mar 31, 26	+6.83K	0.00%
Financial Gravity Asset Management, Inc.	1.15K	Mar 31, 26	--	0.00%
COMERICA BANK	66.69K	Dec 31, 25	+6.34K	0.03%
ORG Partners LLC	65.79K	Dec 31, 25	+18.78K	0.03%
Vantage Financial Partners, LLC	41.81K	Dec 31, 25	+3.60K	0.02%
High Falls Advisors, Inc	10.06K	Dec 31, 25	+429	0.00%
Prosperity Wealth Management, Inc.	7.35K	Dec 31, 25	+7.35K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-72.90K	--
Moloney Securities Asset Management, LLC	29.12K	Sep 30, 25	+602	0.01%
Financial Advocates Investment Management	--	Sep 30, 25	-34.72K	--
ACAS, LLC	127.74K	Jun 30, 25	+10.92K	0.06%
Atria Wealth Solutions, Inc.	60.11K	Jun 30, 25	-87.52K	0.03%
AVANTAX ADVISORY SERVICES, INC.	58.70K	Jun 30, 25	+16.17K	0.03%
Tyler-Stone Wealth Management	20.99K	Jun 30, 25	+2.77K	0.01%
Iron Horse Wealth Management, LLC	1.00K	Jun 30, 25	--	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-1.86K	--
Orion Portfolio Solutions, LLC	8.45K	Mar 31, 25	--	0.00%
WR Wealth Planners, LLC	45.09K	Dec 31, 24	-80.00K	0.02%
Householder Group Estate & Retirement Specialist, LLC	11.90K	Dec 31, 24	-5.83K	0.01%
RAYMOND JAMES & ASSOCIATES	491.61K	Sep 30, 24	+472.62K	0.23%
Raymond James Financial Services Advisors, Inc.	126.93K	Sep 30, 24	+79.84K	0.06%
BENJAMIN F. EDWARDS & COMPANY, INC.	48.36K	Jun 30, 24	-7.13K	0.02%
ICA Group Wealth Management, LLC	4.15K	Jun 30, 24	+2.52K	0.00%
Retirement Group, LLC	627	Mar 31, 24	--	0.00%
J Arnold Wealth Management Co	102.33K	Dec 31, 23	+102.33K	0.05%