Capital Group Core Plus Income ETF(CGCP)

$21.85—Stale · unknown old

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Capital Group Core Plus Income ETF(CGCP)

NYSE • Last print unknown ago

$21.85—Stale · unknown old

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CGCP(CGCP)

CGCP

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Institutional Ownership

Top 380 Institutional Holders

Holder	Shares	Date	Change	% Held
Capital International Investors	73.02M	Jun 30, 26	+20.92M	19.22%
LPL Financial LLC	33.46M	Jun 30, 26	+3.76M	8.81%
MORGAN STANLEY	22.48M	Jun 30, 26	+1.99M	5.92%
WELLS FARGO & COMPANY/MN	19.25M	Jun 30, 26	+2.00M	5.07%
ENVESTNET ASSET MANAGEMENT INC	12.37M	Jun 30, 26	+884.79K	3.26%
Cetera Investment Advisers	8.99M	Jun 30, 26	+1.67M	2.37%
RAYMOND JAMES FINANCIAL INC	8.81M	Jun 30, 26	+1.86M	2.32%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.33M	Jun 30, 26	-94.54K	1.67%
UBS Group AG	5.34M	Jun 30, 26	+422.86K	1.41%
Janney Montgomery Scott LLC	5.31M	Jun 30, 26	+396.56K	1.40%
WILEY BROS.-AINTREE CAPITAL, LLC	4.78M	Jun 30, 26	-121.94K	1.26%
ROYAL BANK OF CANADA	4.44M	Jun 30, 26	+455.33K	1.17%
JONES FINANCIAL COMPANIES LLLP	4.33M	Jun 30, 26	+604.69K	1.14%
ADVISOR GROUP HOLDINGS, INC.	3.85M	Jun 30, 26	+768.87K	1.01%
WNY Asset Management, LLC	3.75M	Jun 30, 26	-459.40K	0.99%
Souders Financial Advisors	3.44M	Jun 30, 26	+213.15K	0.91%
BENJAMIN EDWARDS INC	3.44M	Jun 30, 26	+200.10K	0.90%
HARBOUR INVESTMENTS, INC.	3.41M	Jun 30, 26	+195.97K	0.90%
COMMONWEALTH EQUITY SERVICES, LLC	3.28M	Jun 30, 26	-258.91K	0.86%
MML INVESTORS SERVICES, LLC	3.12M	Jun 30, 26	+691.92K	0.82%
STIFEL FINANCIAL CORP	2.97M	Jun 30, 26	+344.82K	0.78%
Merit Financial Group, LLC	2.51M	Jun 30, 26	+26.78K	0.66%
Cambridge Investment Research Advisors, Inc.	2.44M	Jun 30, 26	+86.00K	0.64%
Baird Financial Group, Inc.	2.42M	Jun 30, 26	+321.44K	0.64%
Confluence Wealth Services, Inc.	2.28M	Jun 30, 26	+605.49K	0.60%
Valmark Advisers, Inc.	2.25M	Jun 30, 26	+163.43K	0.59%
Stonebridge Financial Group, LLC	2.13M	Jun 30, 26	+71.58K	0.56%
CAPTRUST FINANCIAL ADVISORS	2.03M	Jun 30, 26	+71.86K	0.53%
BANK OF AMERICA CORP /DE/	1.82M	Jun 30, 26	+358.09K	0.48%
McGlone Suttner Wealth Management, Inc.	1.50M	Jun 30, 26	+63.90K	0.39%
Northwest Financial Advisors	1.46M	Jun 30, 26	+1.46M	0.38%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.44M	Jun 30, 26	+110.38K	0.38%
Convergence Financial, LLC	1.44M	Jun 30, 26	+884.21K	0.38%
Kestra Investment Management, LLC	1.39M	Jun 30, 26	-617.16K	0.36%
Midwest Heritage Bank, FSB	1.38M	Jun 30, 26	+49.99K	0.36%
Compton Financial Group, LLC	1.30M	Jun 30, 26	+864.08K	0.34%
IAM Advisory, LLC	1.30M	Jun 30, 26	+25.36K	0.34%
Wood Tarver Financial Group, LLC	1.25M	Jun 30, 26	+55.81K	0.33%
Bernardo Wealth Planning LLC	1.24M	Jun 30, 26	+45.67K	0.33%
ST GERMAIN D J CO INC	1.18M	Jun 30, 26	+21.53K	0.31%
MCF Advisors LLC	1.14M	Jun 30, 26	-1.76K	0.30%
D.A. DAVIDSON & CO.	983.29K	Jun 30, 26	+81.88K	0.26%
EVOLVE PRIVATE WEALTH, LLC	964.28K	Jun 30, 26	+44.66K	0.25%
EverSource Wealth Advisors, LLC	949.40K	Jun 30, 26	+256.50K	0.25%
Private Advisor Group, LLC	949.29K	Jun 30, 26	+358.82K	0.25%
Kestra Advisory Services, LLC	910.70K	Jun 30, 26	+545.04K	0.24%
Wealthcare Advisory Partners LLC	871.67K	Jun 30, 26	+123.19K	0.23%
Main Line Retirement Advisors, LLC	859.47K	Jun 30, 26	+23.74K	0.23%
CONDOR CAPITAL MANAGEMENT	855.42K	Jun 30, 26	+40.06K	0.23%
Aprio Wealth Management, LLC	830.36K	Jun 30, 26	-129.87K	0.22%
Alpha Financial Advisors, LLC	829.10K	Jun 30, 26	+767.17K	0.22%
Diversify Advisory Services, LLC	814.30K	Jun 30, 26	+814.30K	0.21%
DIVERSIFY WEALTH MANAGEMENT, LLC	814.30K	Jun 30, 26	-158.06K	0.21%
Troutman Wealth Management, LLC	786.01K	Jun 30, 26	+18.66K	0.21%
NavPoint Financial, Inc.	710.28K	Jun 30, 26	+24.38K	0.19%
Sovran Advisors, LLC	694.73K	Jun 30, 26	+65.82K	0.18%
Tribridge Partners Financial LLC	685.31K	Jun 30, 26	-7.48K	0.18%
FinDec Wealth Services, Inc.	676.71K	Jun 30, 26	+32.19K	0.18%
J. Derek Lewis & Associates Inc.	672.60K	Jun 30, 26	+12.35K	0.18%
VAQUERO PRIVATE WEALTH, LTD	639.35K	Jun 30, 26	+639.35K	0.17%
Johnson Bixby & Associates, LLC	638.14K	Jun 30, 26	-137.48K	0.17%
Stadion Money Management, LLC	630.23K	Jun 30, 26	+2.50K	0.17%
Greenbush Financial Group, LLC	623.66K	Jun 30, 26	+57.82K	0.16%
Ruggaard & Associates LLC	613.50K	Jun 30, 26	-21.48K	0.16%
Bridgewealth Advisory Group, LLC	599.09K	Jun 30, 26	+30.30K	0.16%
EP Wealth Advisors, LLC	589.88K	Jun 30, 26	+2.19K	0.16%
TRUIST FINANCIAL CORP	564.35K	Jun 30, 26	-27.10K	0.15%
Mutual Advisors, LLC	547.06K	Jun 30, 26	+34.99K	0.14%
Ashton Thomas Private Wealth, LLC	538.09K	Jun 30, 26	+45.40K	0.14%
Lodestone Wealth Management LLC	523.93K	Jun 30, 26	+155.46K	0.14%
AA Financial Advisors, LLC	519.41K	Jun 30, 26	+31.77K	0.14%
WBH ADVISORY INC	517.83K	Jun 30, 26	-9.35K	0.14%
NewEdge Advisors, LLC	485.32K	Jun 30, 26	+85.15K	0.13%
STEPHENS INC /AR/	456.83K	Jun 30, 26	+9.71K	0.12%
Rockefeller Capital Management L.P.	413.95K	Jun 30, 26	+1.26K	0.11%
IHT Wealth Management, LLC	388.94K	Jun 30, 26	+111.96K	0.10%
Waterloo Capital, L.P.	384.70K	Jun 30, 26	+384.70K	0.10%
Farther Finance Advisors, LLC	383.78K	Jun 30, 26	+77.44K	0.10%
Affiance Financial, LLC	369.53K	Jun 30, 26	+17.74K	0.10%
ADAMSBROWN WEALTH CONSULTANTS LLC	369.41K	Jun 30, 26	-21.47K	0.10%
January Capital Advisors LLC	368.86K	Jun 30, 26	-225.39K	0.10%
Landmark Wealth Management, LLC	368.06K	Jun 30, 26	+29.64K	0.10%
Cerity Partners LLC	356.01K	Jun 30, 26	+4.89K	0.09%
Equitable Holdings, Inc.	354.02K	Jun 30, 26	-157.06K	0.09%
Equity Wealth Partners, LLC	346.00K	Jun 30, 26	+333.00K	0.09%
Freedom Financial Partners LLC	343.45K	Jun 30, 26	-81.62K	0.09%
Investment Planning Advisors, Inc.	343.02K	Jun 30, 26	+6.29K	0.09%
ALPHA CAPITAL ADVISORS INC /ADV	337.51K	Jun 30, 26	+5.98K	0.09%
Swisher Financial Concepts, Inc.	310.99K	Jun 30, 26	-11.07K	0.08%
Entruity Wealth, LLC	307.39K	Jun 30, 26	-154.38K	0.08%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	304.02K	Jun 30, 26	+13.61K	0.08%
QUANTUM FINANCIAL PARTNERS LLC	300.19K	Jun 30, 26	+300.19K	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	293.45K	Jun 30, 26	+232.15K	0.08%
Compass Financial Group, Inc.	286.93K	Jun 30, 26	-1.55K	0.08%
Geneos Wealth Management Inc.	282.44K	Jun 30, 26	+816	0.07%
Smith Thornton Advisors LLC	281.07K	Jun 30, 26	+16.25K	0.07%
Smartleaf Asset Management LLC	277.79K	Jun 30, 26	--	0.07%
JANE STREET GROUP, LLC	277.45K	Jun 30, 26	+277.45K	0.07%
Capital Analysts, LLC	267.96K	Jun 30, 26	+68.97K	0.07%
NATIXIS ADVISORS, L.P.	267.59K	Jun 30, 26	+40.78K	0.07%
GOLDMAN SACHS GROUP INC	266.13K	Jun 30, 26	+266.13K	0.07%
STUDIO INVESTMENT MANAGEMENT LLC	265.52K	Jun 30, 26	+9.91K	0.07%
Boyer Financial Services, Inc.	258.53K	Jun 30, 26	+51.22K	0.07%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	257.95K	Jun 30, 26	+15.23K	0.07%
Kera Capital Partners, Inc.	254.91K	Jun 30, 26	-1.84K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	253.36K	Jun 30, 26	-7.80K	0.07%
LEIGH BALDWIN & CO., LLC	249.85K	Jun 30, 26	+41.79K	0.07%
Fearless Solutions, LLC dba Best Invest	242.14K	Jun 30, 26	-13.28K	0.06%
Concurrent Investment Advisors, LLC	231.98K	Jun 30, 26	-9.82K	0.06%
Core Wealth Partners LLC	228.02K	Jun 30, 26	-44.67K	0.06%
Inspire Advisors, LLC	225.19K	Jun 30, 26	+20.78K	0.06%
Vigil Wealth Management, LLC	215.13K	Jun 30, 26	-15.47K	0.06%
FIFTH THIRD BANCORP	204.55K	Jun 30, 26	+30.40K	0.05%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	197.36K	Jun 30, 26	+14.34K	0.05%
OPPENHEIMER & CO INC	196.81K	Jun 30, 26	+6.49K	0.05%
ASSETMARK, INC	192.12K	Jun 30, 26	+75.96K	0.05%
Western Wealth Management, LLC	178.44K	Jun 30, 26	+10.79K	0.05%
CULLEN/FROST BANKERS, INC.	178.02K	Jun 30, 26	+7.89K	0.05%
LEVEL FOUR ADVISORY SERVICES, LLC	172.15K	Jun 30, 26	+9.46K	0.05%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	171.67K	Jun 30, 26	+4.14K	0.05%
CLG LLC	171.53K	Jun 30, 26	+12.21K	0.05%
DAVENPORT & Co LLC	170.92K	Jun 30, 26	-4.51K	0.04%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	170.75K	Jun 30, 26	+15.08K	0.04%
CITADEL ADVISORS LLC	163.54K	Jun 30, 26	-266.49K	0.04%
Stratos Wealth Partners, LTD.	156.39K	Jun 30, 26	+9.76K	0.04%
CVFG LLC	154.55K	Jun 30, 26	+48.76K	0.04%
Gateway Wealth Partners, LLC	151.52K	Jun 30, 26	-115.16K	0.04%
ENDEAVOR PRIVATE WEALTH, INC.	150.44K	Jun 30, 26	+8.54K	0.04%
IFP Advisors, Inc	149.98K	Jun 30, 26	+5.55K	0.04%
Midwest Financial Network, LLC	148.74K	Jun 30, 26	-34.25K	0.04%
Capital Group Private Client Services, Inc.	148.13K	Jun 30, 26	-3.81K	0.04%
Perennial Investment Advisors, LLC	147.56K	Jun 30, 26	-7.20K	0.04%
Prospera Financial Services Inc	145.17K	Jun 30, 26	+1.76K	0.04%
GREATMARK INVESTMENT PARTNERS, INC.	142.12K	Jun 30, 26	+300	0.04%
Summit Financial, LLC	141.69K	Jun 30, 26	-4.33K	0.04%
Continuum Advisory, LLC	141.31K	Jun 30, 26	-844	0.04%
ROTHSCHILD INVESTMENT LLC	136.66K	Jun 30, 26	+1.00K	0.04%
Brinker Capital Investments, LLC	135.56K	Jun 30, 26	+41.95K	0.04%
New England Capital Financial Advisors LLC	133.13K	Jun 30, 26	-129.86K	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	130.82K	Jun 30, 26	-465	0.03%
FINANCIAL MANAGEMENT NETWORK INC	126.83K	Jun 30, 26	+2.11K	0.03%
Pensionmark Financial Group, LLC	125.03K	Jun 30, 26	+679	0.03%
CITIGROUP INC	124.62K	Jun 30, 26	+8.40K	0.03%
Hopwood Nicholas Hunter	122.80K	Jun 30, 26	+5.76K	0.03%
AMERIPRISE FINANCIAL INC	120.23K	Jun 30, 26	-39.93K	0.03%
Bristlecone Value Partners, LLC	117.83K	Jun 30, 26	+8.86K	0.03%
Belpointe Asset Management LLC	116.19K	Jun 30, 26	-8.93K	0.03%
NBC SECURITIES, INC.	111.60K	Jun 30, 26	+49.84K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	110.89K	Jun 30, 26	+25.67K	0.03%
LongView Wealth Management	109.57K	Jun 30, 26	-8.94K	0.03%
Forge Financial Services LLC	109.50K	Jun 30, 26	-7.02K	0.03%
Global Retirement Partners, LLC	107.01K	Jun 30, 26	+107.01K	0.03%
Magnus Financial Group LLC	104.74K	Jun 30, 26	+5.47K	0.03%
Evergreen Wealth Solutions, LLC	98.70K	Jun 30, 26	+54.70K	0.03%
Kingsview Wealth Management, LLC	98.29K	Jun 30, 26	-11.64K	0.03%
Dynamic Advisor Solutions LLC	96.57K	Jun 30, 26	+8.71K	0.03%
Cyndeo Wealth Partners, LLC	96.35K	Jun 30, 26	+5.21K	0.03%
Cornerstone Wealth Management, LLC	95.15K	Jun 30, 26	+2.98K	0.03%
JPMORGAN CHASE & CO	93.58K	Jun 30, 26	+5.88K	0.02%
IFG Advisory, LLC	92.77K	Jun 30, 26	+92.77K	0.02%
Ausdal Financial Partners, Inc.	89.08K	Jun 30, 26	+3.48K	0.02%
TRUE BLUE FINANCIAL, LLC	88.18K	Jun 30, 26	+10.31K	0.02%
Trinity Wealth Management, LLC	87.95K	Jun 30, 26	+15.28K	0.02%
Envestnet Portfolio Solutions, Inc.	84.27K	Jun 30, 26	+10.15K	0.02%
ADVISORTRUST PARTNERS, LLC	83.76K	Jun 30, 26	+6.80K	0.02%
SILVERLAKE WEALTH MANAGEMENT LLC	83.17K	Jun 30, 26	+6.21K	0.02%
PRINCIPAL SECURITIES, INC.	80.72K	Jun 30, 26	+4.68K	0.02%
Roehl & Yi Investment Advisors, LLC	79.36K	Jun 30, 26	+79.36K	0.02%
LANGLEY WEALTH MANAGEMENT, LLC	78.89K	Jun 30, 26	+78.89K	0.02%
KMG FIDUCIARY PARTNERS, LLC	77.83K	Jun 30, 26	-55	0.02%
Fiduciary Alliance LLC	75.97K	Jun 30, 26	-2.42K	0.02%
Venture Visionary Partners LLC	75.94K	Jun 30, 26	+20.67K	0.02%
United Advisor Group, LLC	73.60K	Jun 30, 26	-367	0.02%
Ameritas Investment Partners, Inc.	73.33K	Jun 30, 26	+7.94K	0.02%
SITTNER & NELSON, LLC	70.38K	Jun 30, 26	+57.84K	0.02%
Michael Brady & Co., LLC	70.23K	Jun 30, 26	+48.14K	0.02%
5T Wealth, LLC	69.46K	Jun 30, 26	+193	0.02%
RICHARDS, MERRILL & PETERSON, INC.	66.00K	Jun 30, 26	+6.81K	0.02%
Wealth Intelligence, LLC	65.41K	Jun 30, 26	-1.47K	0.02%
OneAscent Financial Services LLC	65.02K	Jun 30, 26	-2.33K	0.02%
VICUS CAPITAL	64.61K	Jun 30, 26	+11.72K	0.02%
Ameritas Advisory Services, LLC	62.48K	Jun 30, 26	+49.87K	0.02%
Bank of New York Mellon Corp	60.67K	Jun 30, 26	+33.73K	0.02%
Meridian Wealth Management, LLC	58.88K	Jun 30, 26	-5.64K	0.02%
Arkadios Wealth Advisors	57.24K	Jun 30, 26	+1.64K	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	57.10K	Jun 30, 26	+5.04K	0.02%
Integrated Wealth Concepts LLC	56.34K	Jun 30, 26	+26.81K	0.01%
Strategic Family Wealth Counselors, L.L.C.	56.30K	Jun 30, 26	+43	0.01%
COFG Advisors, LLC	54.75K	Jun 30, 26	+54.75K	0.01%
ProCore Advisors, LLC	54.01K	Jun 30, 26	-7.90K	0.01%
TrueWealth Advisors, LLC	52.07K	Jun 30, 26	+1.51K	0.01%
PFG Advisors	51.83K	Jun 30, 26	+2.64K	0.01%
WealthCare Investment Partners, LLC	51.26K	Jun 30, 26	-318	0.01%
Koshinski Asset Management, Inc.	50.81K	Jun 30, 26	+1.74K	0.01%
Intergy Private Wealth, LLC	50.25K	Jun 30, 26	+6.91K	0.01%
TCFG Investment Advisors, LLC	49.99K	Jun 30, 26	-759	0.01%
WEALTHCARE CAPITAL MANAGEMENT LLC	47.92K	Jun 30, 26	+2.80K	0.01%
AlphaCore Capital LLC	47.68K	Jun 30, 26	-7.77K	0.01%
Aspire Growth Partners LLC	47.45K	Jun 30, 26	+243	0.01%
Advisory Services Network, LLC	46.47K	Jun 30, 26	+16.59K	0.01%
RFG Advisory, LLC	46.05K	Jun 30, 26	+5.54K	0.01%
HighPoint Advisor Group LLC	44.69K	Jun 30, 26	+2.36K	0.01%
Steward Partners Investment Advisory, LLC	43.70K	Jun 30, 26	+36.05K	0.01%
Tempus Wealth Planning, LLC	42.89K	Jun 30, 26	+2.58K	0.01%
Mann Financial Group, Inc.	42.48K	Jun 30, 26	-500	0.01%
Hartmann Taylor Wealth Management, LLC	41.86K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	41.42K	Jun 30, 26	-3.68K	0.01%
Asset Allocation Strategies LLC	40.93K	Jun 30, 26	+2.22K	0.01%
Ethos Capital Management, Inc.	40.71K	Jun 30, 26	-20.65K	0.01%
Allworth Financial LP	40.56K	Jun 30, 26	-3.01K	0.01%
Gutierrez Wealth Advisory, LLC	38.87K	Jun 30, 26	+321	0.01%
PRIVATE TRUST CO NA	37.96K	Jun 30, 26	-220	0.01%
Vestmark Advisory Solutions, Inc.	37.63K	Jun 30, 26	+10.88K	0.01%
CERTIOR FINANCIAL GROUP, LLC	37.10K	Jun 30, 26	+317	0.01%
SRS Capital Advisors, Inc.	36.77K	Jun 30, 26	+32.30K	0.01%
Advisory Alpha, LLC	36.11K	Jun 30, 26	-1.94K	0.01%
Pinnacle Financial Partners, Inc.	34.96K	Jun 30, 26	+34.96K	0.01%
Madison Wealth Partners, Inc	34.77K	Jun 30, 26	+25	0.01%
CWS Financial Advisors, LLC	34.64K	Jun 30, 26	+281	0.01%
Blueprint Financial Advisors LLC	34.16K	Jun 30, 26	+459	0.01%
Blueprint Investment Partners LLC	34.16K	Jun 30, 26	+459	0.01%
EQ WEALTH ADVISORS, LLC	32.32K	Jun 30, 26	-3.94K	0.01%
Wealthcare Capital Partners, LLC	31.75K	Jun 30, 26	+114	0.01%
Capital Investment Advisory Services, LLC	30.72K	Jun 30, 26	+3.45K	0.01%
Security Financial Services, INC.	30.61K	Jun 30, 26	+3.42K	0.01%
Clearwave Capital, LLC	29.77K	Jun 30, 26	+374	0.01%
Merited Wealth, LLC	29.23K	Jun 30, 26	-37.65K	0.01%
FRANKLIN RESOURCES INC	28.86K	Jun 30, 26	--	0.01%
Capital Planning LLC	28.25K	Jun 30, 26	--	0.01%
Mariner, LLC	28.16K	Jun 30, 26	-266.60K	0.01%
Clear Harbor Asset Management, LLC	27.18K	Jun 30, 26	-15.82K	0.01%
Gerber Kawasaki Wealth & Investment Management	25.79K	Jun 30, 26	+10.84K	0.01%
Lantern Wealth Advisors, LLC	25.46K	Jun 30, 26	+2.74K	0.01%
Balboa Wealth Partners	25.36K	Jun 30, 26	+2.34K	0.01%
SILVER OAK SECURITIES, INCORPORATED	24.97K	Jun 30, 26	+169	0.01%
Atlas Legacy Advisors, LLC	24.23K	Jun 30, 26	+174	0.01%
Summit Global Investments	22.72K	Jun 30, 26	+4.50K	0.01%
Cannon Financial Strategists, Inc.	21.31K	Jun 30, 26	+257	0.01%
Glaxis Capital Management, LLC	20.00K	Jun 30, 26	--	0.01%
Colony Group, LLC	19.34K	Jun 30, 26	+6.87K	0.01%
Carson Advisory Inc.	18.72K	Jun 30, 26	+582	0.00%
Ridgeline Wealth Planning, LLC	18.03K	Jun 30, 26	-356	0.00%
Jacobi Capital Management LLC	17.75K	Jun 30, 26	-9.08K	0.00%
Sigma Planning Corp	17.52K	Jun 30, 26	+17.52K	0.00%
Qube Research & Technologies Ltd	16.96K	Jun 30, 26	+16.96K	0.00%
tru Independence LLC	16.92K	Jun 30, 26	-115	0.00%
American Financial Advisors, LLC	16.86K	Jun 30, 26	-3.86K	0.00%
SAGESPRING WEALTH PARTNERS, LLC	16.50K	Jun 30, 26	+1.82K	0.00%
Peterson Wealth Advisors, LLC	16.29K	Jun 30, 26	-244	0.00%
Bleakley Financial Group, LLC	16.14K	Jun 30, 26	-1.79K	0.00%
Sterling Investment Advisors, Ltd.	16.12K	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	16.10K	Jun 30, 26	+442	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	16.03K	Jun 30, 26	+16.03K	0.00%
ZRC WEALTH MANAGEMENT, LLC	15.72K	Jun 30, 26	+125	0.00%
Atria Investments, Inc	15.69K	Jun 30, 26	+3.25K	0.00%
FLORIDA FINANCIAL ADVISORS, LLC	14.46K	Jun 30, 26	+14.46K	0.00%
Tortuga Wealth Management, Inc	14.25K	Jun 30, 26	+8	0.00%
Tudor Financial Inc.	13.83K	Jun 30, 26	+19	0.00%
Moors & Cabot, Inc.	13.74K	Jun 30, 26	+13.74K	0.00%
Sun Group Wealth Partners	13.74K	Jun 30, 26	+13.74K	0.00%
NWF Advisory Services Inc.	13.71K	Jun 30, 26	+240	0.00%
Tradition Wealth Management, LLC	12.99K	Jun 30, 26	-1.04K	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	12.81K	Jun 30, 26	-5.44K	0.00%
Frazier Financial Advisors, LLC	12.69K	Jun 30, 26	--	0.00%
CIM, LLC	12.69K	Jun 30, 26	+2.27K	0.00%
Cauble & Harre Wealth Management, Inc.	12.57K	Jun 30, 26	--	0.00%
MGO ONE SEVEN LLC	12.48K	Jun 30, 26	+900	0.00%
CoreCap Advisors, LLC	12.46K	Jun 30, 26	-306	0.00%
BEAM WEALTH ADVISORS, INC.	12.18K	Jun 30, 26	+45	0.00%
BCS Wealth Management	11.88K	Jun 30, 26	+1.44K	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	11.60K	Jun 30, 26	+11.60K	0.00%
King Wealth	11.55K	Jun 30, 26	+11.55K	0.00%
Brookstone Capital Management	11.35K	Jun 30, 26	-735	0.00%
Integrity Advisory Solutions, LLC	11.28K	Jun 30, 26	+47	0.00%
MAI Capital Management	11.20K	Jun 30, 26	+8.61K	0.00%
Advyzon Investment Management, LLC	11.09K	Jun 30, 26	+79	0.00%
Stonebridge Financial Group, LLC / MO	10.99K	Jun 30, 26	--	0.00%
Lincoln Capital LLC	10.92K	Jun 30, 26	+10.92K	0.00%
Vantus Wealth LLC	10.90K	Jun 30, 26	+10.90K	0.00%
Trilogy Capital Inc.	10.79K	Jun 30, 26	-2.57K	0.00%
UHLMANN PRICE SECURITIES, LLC	10.78K	Jun 30, 26	+25	0.00%
Burford Brothers, Inc.	10.48K	Jun 30, 26	--	0.00%
J.W. COLE ADVISORS, INC.	10.37K	Jun 30, 26	+10.37K	0.00%
AQR CAPITAL MANAGEMENT LLC	10.06K	Jun 30, 26	+10.06K	0.00%
SEAMOUNT FINANCIAL GROUP INC	9.99K	Jun 30, 26	+9.99K	0.00%
CENTAURUS FINANCIAL, INC.	9.94K	Jun 30, 26	-672	0.00%
Breakwater Capital Group	9.94K	Jun 30, 26	+671	0.00%
Ascension Capital Advisors, Inc.	9.85K	Jun 30, 26	--	0.00%
MSH Capital Advisors LLC	9.79K	Jun 30, 26	+9.79K	0.00%
StoneX Group Inc.	9.63K	Jun 30, 26	+9.63K	0.00%
YARGER WEALTH STRATEGIES, LLC	9.54K	Jun 30, 26	+113	0.00%
Etesian Wealth Advisors, Inc.	9.35K	Jun 30, 26	--	0.00%
DAYMARK WEALTH PARTNERS, LLC	9.15K	Jun 30, 26	+9.15K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	8.95K	Jun 30, 26	+2.14K	0.00%
Olistico Wealth, LLC	7.96K	Jun 30, 26	+63	0.00%
Bare Financial Services, Inc	7.49K	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	5.34K	Jun 30, 26	+5.34K	0.00%
Winch Advisory Services, LLC	5.23K	Jun 30, 26	+2.29K	0.00%
CENTRAL TRUST Co	5.02K	Jun 30, 26	-415	0.00%
BARRETT & COMPANY, INC.	4.95K	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	4.42K	Jun 30, 26	--	0.00%
Larson Financial Group LLC	3.98K	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	3.78K	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	2.92K	Jun 30, 26	+49	0.00%
Synergy Investment Management, LLC	2.87K	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	2.50K	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	2.00K	Jun 30, 26	+2.00K	0.00%
BESSEMER GROUP INC	2.00K	Jun 30, 26	--	0.00%
CX Institutional	1.55K	Jun 30, 26	+1.55K	0.00%
ARVEST INVESTMENTS, INC.	1.15K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	967	Jun 30, 26	+820	0.00%
HAZLETT, BURT & WATSON, INC.	960	Jun 30, 26	+8	0.00%
Front Row Advisors LLC	900	Jun 30, 26	--	0.00%
Hickory Point Bank & Trust	778	Jun 30, 26	--	0.00%
Key FInancial Inc	438	Jun 30, 26	--	0.00%
SYM FINANCIAL Corp	338	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	325	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	273	Jun 30, 26	--	0.00%
Rossby Financial, LCC	261	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	176	Jun 30, 26	+176	0.00%
AMERIFLEX GROUP, INC.	112	Jun 30, 26	+1	0.00%
FIDUCIARY FINANCIAL ADVISORS	91	Jun 30, 26	+91	0.00%
Evolution Advisers, Inc.	80	Jun 30, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	15	Jun 30, 26	+6	0.00%
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-43.31K	--
FMR LLC	--	Jun 30, 26	-558	--
Financial Partners Group, Inc	--	Jun 30, 26	-9.00K	--
Clearstead Advisors, LLC	--	Jun 30, 26	-2.55K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-4.42K	--
HRT FINANCIAL LP	--	Jun 30, 26	-32.62K	--
Wise Wealth Partners	--	Jun 30, 26	-58.16K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-366	--
AE Wealth Management LLC	--	Jun 30, 26	-540	--
Independent Advisor Alliance	--	Jun 30, 26	-635.41K	--
BALLAST ADVISORS LLC	--	Jun 30, 26	-888	--
Richmond Investment Services, LLC	--	Jun 30, 26	-68.38K	--
ZACKS INVESTMENT MANAGEMENT	--	Jun 30, 26	-13.08K	--
Financial Life Planners	--	Jun 30, 26	-299	--
FINANCIAL CONSULATE, INC	--	Jun 30, 26	-92	--
TCFG WEALTH MANAGEMENT, LLC	50.75K	Mar 31, 26	+2.06K	0.01%
U.S. Capital Wealth Advisors, LLC	27.83K	Mar 31, 26	+1.06K	0.01%
Anchor Investment Management, LLC	22.20K	Mar 31, 26	--	0.01%
Leo Wealth, LLC	17.27K	Mar 31, 26	+17.27K	0.00%
CWM, LLC	2.97K	Mar 31, 26	+425	0.00%
Sunbelt Securities, Inc.	2.24K	Mar 31, 26	--	0.00%
SOL Capital Management CO	--	Mar 31, 26	-247.35K	--
Clearview Wealth Advisors LLC	603.33K	Dec 31, 25	+1.87K	0.16%
COMERICA BANK	142.47K	Dec 31, 25	+41.01K	0.04%
ORG Partners LLC	25.15K	Dec 31, 25	+7.31K	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-11.55K	--
Moloney Securities Asset Management, LLC	77.42K	Sep 30, 25	-3.73K	0.02%
OAK HILL WEALTH ADVISORS, LLC	66.09K	Sep 30, 25	+35.43K	0.02%
Fortress Wealth Management, Inc.	28.01K	Sep 30, 25	-16.48K	0.01%
L.M. KOHN & COMPANY	9.60K	Sep 30, 25	+9.60K	0.00%
Atria Wealth Solutions, Inc.	292.49K	Jun 30, 25	-63.53K	0.08%
AVANTAX ADVISORY SERVICES, INC.	271.47K	Jun 30, 25	+15.40K	0.07%
Priebe Wealth Holdings LLC	80.99K	Jun 30, 25	+22.80K	0.02%
Tyler-Stone Wealth Management	48.10K	Jun 30, 25	+540	0.01%
Congress Wealth Management LLC / DE /	46.70K	Jun 30, 25	+10.88K	0.01%
Good Life Advisors, LLC	11.77K	Jun 30, 25	-14.94K	0.00%
Wambolt & Associates, LLC	10.63K	Jun 30, 25	+10.63K	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-618	--
Orion Portfolio Solutions, LLC	33.79K	Mar 31, 25	+16.92K	0.01%
CAROLINAS WEALTH CONSULTING LLC	28.84K	Mar 31, 25	-3	0.01%
Delta Financial Group, Inc.	17.91K	Mar 31, 25	-439	0.00%
WR Wealth Planners, LLC	6.35K	Dec 31, 24	-6.63K	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-26.40K	--
RAYMOND JAMES & ASSOCIATES	2.48M	Sep 30, 24	+967.13K	0.65%
Raymond James Financial Services Advisors, Inc.	1.27M	Sep 30, 24	+2.25K	0.33%
FinTrust Capital Advisors, LLC	634.94K	Sep 30, 24	+27.58K	0.17%
Pillar Wealth Advisors, LLC	12.33K	Sep 30, 24	-1.00K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	183.60K	Jun 30, 24	+38.55K	0.05%
HoyleCohen, LLC	13.14K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	1.60K	Jun 30, 24	+1.60K	0.00%
Cetera Advisors LLC	1.61M	Mar 31, 24	+158.42K	0.42%
Cetera Advisor Networks LLC	574.86K	Mar 31, 24	+269.06K	0.15%
Retirement Group, LLC	423.82K	Mar 31, 24	+423.82K	0.11%
Simplicity Solutions, LLC	32.42K	Dec 31, 23	+949	0.01%
J Arnold Wealth Management Co	12.91K	Dec 31, 23	+12.91K	0.00%
American Portfolios Advisors	92.98K	Sep 30, 22	+7.22K	0.02%

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Holder

Date

Change

% Held

Capital International Investors

73.02M

Jun 30, 26

+20.92M

19.22%

LPL Financial LLC

33.46M

Jun 30, 26

+3.76M

8.81%

MORGAN STANLEY

22.48M

Jun 30, 26

+1.99M

5.92%

WELLS FARGO & COMPANY/MN

19.25M

Jun 30, 26

+2.00M

5.07%

ENVESTNET ASSET MANAGEMENT INC

12.37M

Jun 30, 26

+884.79K

3.26%

Cetera Investment Advisers

8.99M

Jun 30, 26

+1.67M

2.37%

RAYMOND JAMES FINANCIAL INC

8.81M

Jun 30, 26

+1.86M

2.32%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.33M

Jun 30, 26

-94.54K

1.67%

UBS Group AG

5.34M

Jun 30, 26

+422.86K

1.41%

Janney Montgomery Scott LLC

5.31M

Jun 30, 26

+396.56K

1.40%

WILEY BROS.-AINTREE CAPITAL, LLC

4.78M

Jun 30, 26

-121.94K

1.26%

ROYAL BANK OF CANADA

4.44M

Jun 30, 26

+455.33K

1.17%

JONES FINANCIAL COMPANIES LLLP

4.33M

Jun 30, 26

+604.69K

1.14%

ADVISOR GROUP HOLDINGS, INC.

3.85M

Jun 30, 26

+768.87K

1.01%

WNY Asset Management, LLC

3.75M

Jun 30, 26

-459.40K

0.99%

Souders Financial Advisors

3.44M

Jun 30, 26

+213.15K

0.91%

BENJAMIN EDWARDS INC

3.44M

Jun 30, 26

+200.10K

0.90%

HARBOUR INVESTMENTS, INC.

3.41M

Jun 30, 26

+195.97K

0.90%

COMMONWEALTH EQUITY SERVICES, LLC

3.28M

Jun 30, 26

-258.91K

0.86%

MML INVESTORS SERVICES, LLC

3.12M

Jun 30, 26

+691.92K

0.82%

STIFEL FINANCIAL CORP

2.97M

Jun 30, 26

+344.82K

0.78%

Merit Financial Group, LLC

2.51M

Jun 30, 26

+26.78K

0.66%

Cambridge Investment Research Advisors, Inc.

2.44M

Jun 30, 26

+86.00K

0.64%

Baird Financial Group, Inc.

2.42M

Jun 30, 26

+321.44K

0.64%

Confluence Wealth Services, Inc.

2.28M

Jun 30, 26

+605.49K

0.60%

Valmark Advisers, Inc.

2.25M

Jun 30, 26

+163.43K

0.59%

Stonebridge Financial Group, LLC

2.13M

Jun 30, 26

+71.58K

0.56%

CAPTRUST FINANCIAL ADVISORS

2.03M

Jun 30, 26

+71.86K

0.53%

BANK OF AMERICA CORP /DE/

1.82M

Jun 30, 26

+358.09K

0.48%

McGlone Suttner Wealth Management, Inc.

1.50M

Jun 30, 26

+63.90K

0.39%

Northwest Financial Advisors

1.46M

Jun 30, 26

+1.46M

0.38%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.44M

Jun 30, 26

+110.38K

0.38%

Convergence Financial, LLC

1.44M

Jun 30, 26

+884.21K

0.38%

Kestra Investment Management, LLC

1.39M

Jun 30, 26

-617.16K

0.36%

Midwest Heritage Bank, FSB

1.38M

Jun 30, 26

+49.99K

0.36%

Compton Financial Group, LLC

1.30M

Jun 30, 26

+864.08K

0.34%

IAM Advisory, LLC

1.30M

Jun 30, 26

+25.36K

0.34%

Wood Tarver Financial Group, LLC

1.25M

Jun 30, 26

+55.81K

0.33%

Bernardo Wealth Planning LLC

1.24M

Jun 30, 26

+45.67K

0.33%

ST GERMAIN D J CO INC

1.18M

Jun 30, 26

+21.53K

0.31%

MCF Advisors LLC

1.14M

Jun 30, 26

-1.76K

0.30%

D.A. DAVIDSON & CO.

983.29K

Jun 30, 26

+81.88K

0.26%

EVOLVE PRIVATE WEALTH, LLC

964.28K

Jun 30, 26

+44.66K

0.25%

EverSource Wealth Advisors, LLC

949.40K

Jun 30, 26

+256.50K

0.25%

Private Advisor Group, LLC

949.29K

Jun 30, 26

+358.82K

0.25%

Kestra Advisory Services, LLC

910.70K

Jun 30, 26

+545.04K

0.24%

Wealthcare Advisory Partners LLC

871.67K

Jun 30, 26

+123.19K

0.23%

Main Line Retirement Advisors, LLC

859.47K

Jun 30, 26

+23.74K

0.23%

CONDOR CAPITAL MANAGEMENT

855.42K

Jun 30, 26

+40.06K

0.23%

Aprio Wealth Management, LLC

830.36K

Jun 30, 26

-129.87K

0.22%

Alpha Financial Advisors, LLC

829.10K

Jun 30, 26

+767.17K

0.22%

Diversify Advisory Services, LLC

814.30K

Jun 30, 26

+814.30K

0.21%

DIVERSIFY WEALTH MANAGEMENT, LLC

814.30K

Jun 30, 26

-158.06K

0.21%

Troutman Wealth Management, LLC

786.01K

Jun 30, 26

+18.66K

0.21%

NavPoint Financial, Inc.

710.28K

Jun 30, 26

+24.38K

0.19%

Sovran Advisors, LLC

694.73K

Jun 30, 26

+65.82K

0.18%

Tribridge Partners Financial LLC

685.31K

Jun 30, 26

-7.48K

0.18%

FinDec Wealth Services, Inc.

676.71K

Jun 30, 26

+32.19K

0.18%

J. Derek Lewis & Associates Inc.

672.60K

Jun 30, 26

+12.35K

0.18%

VAQUERO PRIVATE WEALTH, LTD

639.35K

Jun 30, 26

+639.35K

0.17%

Johnson Bixby & Associates, LLC

638.14K

Jun 30, 26

-137.48K

0.17%

Stadion Money Management, LLC

630.23K

Jun 30, 26

+2.50K

0.17%

Greenbush Financial Group, LLC

623.66K

Jun 30, 26

+57.82K

0.16%

Ruggaard & Associates LLC

613.50K

Jun 30, 26

-21.48K

0.16%

Bridgewealth Advisory Group, LLC

599.09K

Jun 30, 26

+30.30K

0.16%

EP Wealth Advisors, LLC

589.88K

Jun 30, 26

+2.19K

0.16%

TRUIST FINANCIAL CORP

564.35K

Jun 30, 26

-27.10K

0.15%

Mutual Advisors, LLC

547.06K

Jun 30, 26

+34.99K

0.14%

Ashton Thomas Private Wealth, LLC

538.09K

Jun 30, 26

+45.40K

0.14%

Lodestone Wealth Management LLC

523.93K

Jun 30, 26

+155.46K

0.14%

AA Financial Advisors, LLC

519.41K

Jun 30, 26

+31.77K

0.14%

WBH ADVISORY INC

517.83K

Jun 30, 26

-9.35K

0.14%

NewEdge Advisors, LLC

485.32K

Jun 30, 26

+85.15K

0.13%

STEPHENS INC /AR/

456.83K

Jun 30, 26

+9.71K

0.12%

Rockefeller Capital Management L.P.

413.95K

Jun 30, 26

+1.26K

0.11%

IHT Wealth Management, LLC

388.94K

Jun 30, 26

+111.96K

0.10%

Waterloo Capital, L.P.

384.70K

Jun 30, 26

+384.70K

0.10%

Farther Finance Advisors, LLC

383.78K

Jun 30, 26

+77.44K

0.10%

Affiance Financial, LLC

369.53K

Jun 30, 26

+17.74K

0.10%

ADAMSBROWN WEALTH CONSULTANTS LLC

369.41K

Jun 30, 26

-21.47K

0.10%

January Capital Advisors LLC

368.86K

Jun 30, 26

-225.39K

0.10%

Landmark Wealth Management, LLC

368.06K

Jun 30, 26

+29.64K

0.10%

Cerity Partners LLC

356.01K

Jun 30, 26

+4.89K

0.09%

Equitable Holdings, Inc.

354.02K

Jun 30, 26

-157.06K

0.09%

Equity Wealth Partners, LLC

346.00K

Jun 30, 26

+333.00K

0.09%

Freedom Financial Partners LLC

343.45K

Jun 30, 26

-81.62K

0.09%

Investment Planning Advisors, Inc.

343.02K

Jun 30, 26

+6.29K

0.09%

ALPHA CAPITAL ADVISORS INC /ADV

337.51K

Jun 30, 26

+5.98K

0.09%

Swisher Financial Concepts, Inc.

310.99K

Jun 30, 26

-11.07K

0.08%

Entruity Wealth, LLC

307.39K

Jun 30, 26

-154.38K

0.08%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

304.02K

Jun 30, 26

+13.61K

0.08%

QUANTUM FINANCIAL PARTNERS LLC

300.19K

Jun 30, 26

+300.19K

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

293.45K

Jun 30, 26

+232.15K

0.08%

Compass Financial Group, Inc.

286.93K

Jun 30, 26

-1.55K

0.08%

Geneos Wealth Management Inc.

282.44K

Jun 30, 26

+816

0.07%

Smith Thornton Advisors LLC

281.07K

Jun 30, 26

+16.25K

0.07%

Smartleaf Asset Management LLC

277.79K

Jun 30, 26

0.07%

JANE STREET GROUP, LLC

277.45K

Jun 30, 26

+277.45K

0.07%

Capital Analysts, LLC

267.96K

Jun 30, 26

+68.97K

0.07%

NATIXIS ADVISORS, L.P.

267.59K

Jun 30, 26

+40.78K

0.07%

GOLDMAN SACHS GROUP INC

266.13K

Jun 30, 26

+266.13K

0.07%

STUDIO INVESTMENT MANAGEMENT LLC

265.52K

Jun 30, 26

+9.91K

0.07%

Boyer Financial Services, Inc.

258.53K

Jun 30, 26

+51.22K

0.07%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

257.95K

Jun 30, 26

+15.23K

0.07%

Kera Capital Partners, Inc.

254.91K

Jun 30, 26

-1.84K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

253.36K

Jun 30, 26

-7.80K

0.07%

LEIGH BALDWIN & CO., LLC

249.85K

Jun 30, 26

+41.79K

0.07%

Fearless Solutions, LLC dba Best Invest

242.14K

Jun 30, 26

-13.28K

0.06%

Concurrent Investment Advisors, LLC

231.98K

Jun 30, 26

-9.82K

0.06%

Core Wealth Partners LLC

228.02K

Jun 30, 26

-44.67K

0.06%

Inspire Advisors, LLC

225.19K

Jun 30, 26

+20.78K

0.06%

Vigil Wealth Management, LLC

215.13K

Jun 30, 26

-15.47K

0.06%

FIFTH THIRD BANCORP

204.55K

Jun 30, 26

+30.40K

0.05%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

197.36K

Jun 30, 26

+14.34K

0.05%

OPPENHEIMER & CO INC

196.81K

Jun 30, 26

+6.49K

0.05%

ASSETMARK, INC

192.12K

Jun 30, 26

+75.96K

0.05%

Western Wealth Management, LLC

178.44K

Jun 30, 26

+10.79K

0.05%

CULLEN/FROST BANKERS, INC.

178.02K

Jun 30, 26

+7.89K

0.05%

LEVEL FOUR ADVISORY SERVICES, LLC

172.15K

Jun 30, 26

+9.46K

0.05%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

171.67K

Jun 30, 26

+4.14K

0.05%

CLG LLC

171.53K

Jun 30, 26

+12.21K

0.05%

DAVENPORT & Co LLC

170.92K

Jun 30, 26

-4.51K

0.04%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

170.75K

Jun 30, 26

+15.08K

0.04%

CITADEL ADVISORS LLC

163.54K

Jun 30, 26

-266.49K

0.04%

Stratos Wealth Partners, LTD.

156.39K

Jun 30, 26

+9.76K

0.04%

CVFG LLC

154.55K

Jun 30, 26

+48.76K

0.04%

Gateway Wealth Partners, LLC

151.52K

Jun 30, 26

-115.16K

0.04%

ENDEAVOR PRIVATE WEALTH, INC.

150.44K

Jun 30, 26

+8.54K

0.04%

IFP Advisors, Inc

149.98K

Jun 30, 26

+5.55K

0.04%

Midwest Financial Network, LLC

148.74K

Jun 30, 26

-34.25K

0.04%

Capital Group Private Client Services, Inc.

148.13K

Jun 30, 26

-3.81K

0.04%

Perennial Investment Advisors, LLC

147.56K

Jun 30, 26

-7.20K

0.04%

Prospera Financial Services Inc

145.17K

Jun 30, 26

+1.76K

0.04%

GREATMARK INVESTMENT PARTNERS, INC.

142.12K

Jun 30, 26

+300

0.04%

Summit Financial, LLC

141.69K

Jun 30, 26

-4.33K

0.04%

Continuum Advisory, LLC

141.31K

Jun 30, 26

-844

0.04%

ROTHSCHILD INVESTMENT LLC

136.66K

Jun 30, 26

+1.00K

0.04%

Brinker Capital Investments, LLC

135.56K

Jun 30, 26

+41.95K

0.04%

New England Capital Financial Advisors LLC

133.13K

Jun 30, 26

-129.86K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

130.82K

Jun 30, 26

-465

0.03%

FINANCIAL MANAGEMENT NETWORK INC

126.83K

Jun 30, 26

+2.11K

0.03%

Pensionmark Financial Group, LLC

125.03K

Jun 30, 26

+679

0.03%

CITIGROUP INC

124.62K

Jun 30, 26

+8.40K

0.03%

Hopwood Nicholas Hunter

122.80K

Jun 30, 26

+5.76K

0.03%

AMERIPRISE FINANCIAL INC

120.23K

Jun 30, 26

-39.93K

0.03%

Bristlecone Value Partners, LLC

117.83K

Jun 30, 26

+8.86K

0.03%

Belpointe Asset Management LLC

116.19K

Jun 30, 26

-8.93K

0.03%

NBC SECURITIES, INC.

111.60K

Jun 30, 26

+49.84K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

110.89K

Jun 30, 26

+25.67K

0.03%

LongView Wealth Management

109.57K

Jun 30, 26

-8.94K

0.03%

Forge Financial Services LLC

109.50K

Jun 30, 26

-7.02K

0.03%

Global Retirement Partners, LLC

107.01K

Jun 30, 26

+107.01K

0.03%

Magnus Financial Group LLC

104.74K

Jun 30, 26

+5.47K

0.03%

Evergreen Wealth Solutions, LLC

98.70K

Jun 30, 26

+54.70K

0.03%

Kingsview Wealth Management, LLC

98.29K

Jun 30, 26

-11.64K

0.03%

Dynamic Advisor Solutions LLC

96.57K

Jun 30, 26

+8.71K

0.03%

Cyndeo Wealth Partners, LLC

96.35K

Jun 30, 26

+5.21K

0.03%

Cornerstone Wealth Management, LLC

95.15K

Jun 30, 26

+2.98K

0.03%

JPMORGAN CHASE & CO

93.58K

Jun 30, 26

+5.88K

0.02%

IFG Advisory, LLC

92.77K

Jun 30, 26

+92.77K

0.02%

Ausdal Financial Partners, Inc.

89.08K

Jun 30, 26

+3.48K

0.02%

TRUE BLUE FINANCIAL, LLC

88.18K

Jun 30, 26

+10.31K

0.02%

Trinity Wealth Management, LLC

87.95K

Jun 30, 26

+15.28K

0.02%

Envestnet Portfolio Solutions, Inc.

84.27K

Jun 30, 26

+10.15K

0.02%

ADVISORTRUST PARTNERS, LLC

83.76K

Jun 30, 26

+6.80K

0.02%

SILVERLAKE WEALTH MANAGEMENT LLC

83.17K

Jun 30, 26

+6.21K

0.02%

PRINCIPAL SECURITIES, INC.

80.72K

Jun 30, 26

+4.68K

0.02%

Roehl & Yi Investment Advisors, LLC

79.36K

Jun 30, 26

+79.36K

0.02%

LANGLEY WEALTH MANAGEMENT, LLC

78.89K

Jun 30, 26

+78.89K

0.02%

KMG FIDUCIARY PARTNERS, LLC

77.83K

Jun 30, 26

-55

0.02%

Fiduciary Alliance LLC

75.97K

Jun 30, 26

-2.42K

0.02%

Venture Visionary Partners LLC

75.94K

Jun 30, 26

+20.67K

0.02%

United Advisor Group, LLC

73.60K

Jun 30, 26

-367

0.02%

Ameritas Investment Partners, Inc.

73.33K

Jun 30, 26

+7.94K

0.02%

SITTNER & NELSON, LLC

70.38K

Jun 30, 26

+57.84K

0.02%

Michael Brady & Co., LLC

70.23K

Jun 30, 26

+48.14K

0.02%

5T Wealth, LLC

69.46K

Jun 30, 26

+193

0.02%

RICHARDS, MERRILL & PETERSON, INC.

66.00K

Jun 30, 26

+6.81K

0.02%

Wealth Intelligence, LLC

65.41K

Jun 30, 26

-1.47K

0.02%

OneAscent Financial Services LLC

65.02K

Jun 30, 26

-2.33K

0.02%

VICUS CAPITAL

64.61K

Jun 30, 26

+11.72K

0.02%

Ameritas Advisory Services, LLC

62.48K

Jun 30, 26

+49.87K

0.02%

Bank of New York Mellon Corp

60.67K

Jun 30, 26

+33.73K

0.02%

Meridian Wealth Management, LLC

58.88K

Jun 30, 26

-5.64K

0.02%

Arkadios Wealth Advisors

57.24K

Jun 30, 26

+1.64K

0.02%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

57.10K

Jun 30, 26

+5.04K

0.02%

Integrated Wealth Concepts LLC

56.34K

Jun 30, 26

+26.81K

0.01%

Strategic Family Wealth Counselors, L.L.C.

56.30K

Jun 30, 26

+43

0.01%

COFG Advisors, LLC

54.75K

Jun 30, 26

+54.75K

0.01%

ProCore Advisors, LLC

54.01K

Jun 30, 26

-7.90K

0.01%

TrueWealth Advisors, LLC

52.07K

Jun 30, 26

+1.51K

0.01%

PFG Advisors

51.83K

Jun 30, 26

+2.64K

0.01%

WealthCare Investment Partners, LLC

51.26K

Jun 30, 26

-318

0.01%

Koshinski Asset Management, Inc.

50.81K

Jun 30, 26

+1.74K

0.01%

Intergy Private Wealth, LLC

50.25K

Jun 30, 26

+6.91K

0.01%

TCFG Investment Advisors, LLC

49.99K

Jun 30, 26

-759

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

47.92K

Jun 30, 26

+2.80K

0.01%

AlphaCore Capital LLC

47.68K

Jun 30, 26

-7.77K

0.01%

Aspire Growth Partners LLC

47.45K

Jun 30, 26

+243

0.01%

Advisory Services Network, LLC

46.47K

Jun 30, 26

+16.59K

0.01%

RFG Advisory, LLC

46.05K

Jun 30, 26

+5.54K

0.01%

HighPoint Advisor Group LLC

44.69K

Jun 30, 26

+2.36K

0.01%

Steward Partners Investment Advisory, LLC

43.70K

Jun 30, 26

+36.05K

0.01%

Tempus Wealth Planning, LLC

42.89K

Jun 30, 26

+2.58K

0.01%

Mann Financial Group, Inc.

42.48K

Jun 30, 26

-500

0.01%

Hartmann Taylor Wealth Management, LLC

41.86K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

41.42K

Jun 30, 26

-3.68K

0.01%

Asset Allocation Strategies LLC

40.93K

Jun 30, 26

+2.22K

0.01%

Ethos Capital Management, Inc.

40.71K

Jun 30, 26

-20.65K

0.01%

Allworth Financial LP

40.56K

Jun 30, 26

-3.01K

0.01%

Gutierrez Wealth Advisory, LLC

38.87K

Jun 30, 26

+321

0.01%

PRIVATE TRUST CO NA

37.96K

Jun 30, 26

-220

0.01%

Vestmark Advisory Solutions, Inc.

37.63K

Jun 30, 26

+10.88K

0.01%

CERTIOR FINANCIAL GROUP, LLC

37.10K

Jun 30, 26

+317

0.01%

SRS Capital Advisors, Inc.

36.77K

Jun 30, 26

+32.30K

0.01%

Advisory Alpha, LLC

36.11K

Jun 30, 26

-1.94K

0.01%

Pinnacle Financial Partners, Inc.

34.96K

Jun 30, 26

+34.96K

0.01%

Madison Wealth Partners, Inc

34.77K

Jun 30, 26

+25

0.01%

CWS Financial Advisors, LLC

34.64K

Jun 30, 26

+281

0.01%

Blueprint Financial Advisors LLC

34.16K

Jun 30, 26

+459

0.01%

Blueprint Investment Partners LLC

34.16K

Jun 30, 26

+459

0.01%

EQ WEALTH ADVISORS, LLC

32.32K

Jun 30, 26

-3.94K

0.01%

Wealthcare Capital Partners, LLC

31.75K

Jun 30, 26

+114

0.01%

Capital Investment Advisory Services, LLC

30.72K

Jun 30, 26

+3.45K

0.01%

Security Financial Services, INC.

30.61K

Jun 30, 26

+3.42K

0.01%

Clearwave Capital, LLC

29.77K

Jun 30, 26

+374

0.01%

Merited Wealth, LLC

29.23K

Jun 30, 26

-37.65K

0.01%

FRANKLIN RESOURCES INC

28.86K

Jun 30, 26

0.01%

Capital Planning LLC

28.25K

Jun 30, 26

0.01%

Mariner, LLC

28.16K

Jun 30, 26

-266.60K

0.01%

Clear Harbor Asset Management, LLC

27.18K

Jun 30, 26

-15.82K

0.01%

Gerber Kawasaki Wealth & Investment Management

25.79K

Jun 30, 26

+10.84K

0.01%

Lantern Wealth Advisors, LLC

25.46K

Jun 30, 26

+2.74K

0.01%

Balboa Wealth Partners

25.36K

Jun 30, 26

+2.34K

0.01%

SILVER OAK SECURITIES, INCORPORATED

24.97K

Jun 30, 26

+169

0.01%

Atlas Legacy Advisors, LLC

24.23K

Jun 30, 26

+174

0.01%

Summit Global Investments

22.72K

Jun 30, 26

+4.50K

0.01%

Cannon Financial Strategists, Inc.

21.31K

Jun 30, 26

+257

0.01%

Glaxis Capital Management, LLC

20.00K

Jun 30, 26

0.01%

Colony Group, LLC

19.34K

Jun 30, 26

+6.87K

0.01%

Carson Advisory Inc.

18.72K

Jun 30, 26

+582

0.00%

Ridgeline Wealth Planning, LLC

18.03K

Jun 30, 26

-356

0.00%

Jacobi Capital Management LLC

17.75K

Jun 30, 26

-9.08K

0.00%

Sigma Planning Corp

17.52K

Jun 30, 26

+17.52K

0.00%

Qube Research & Technologies Ltd

16.96K

Jun 30, 26

+16.96K

0.00%

tru Independence LLC

16.92K

Jun 30, 26

-115

0.00%

American Financial Advisors, LLC

16.86K

Jun 30, 26

-3.86K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

16.50K

Jun 30, 26

+1.82K

0.00%

Peterson Wealth Advisors, LLC

16.29K

Jun 30, 26

-244

0.00%

Bleakley Financial Group, LLC

16.14K

Jun 30, 26

-1.79K

0.00%

Sterling Investment Advisors, Ltd.

16.12K

Jun 30, 26

0.00%

Financial Perspectives, Inc

16.10K

Jun 30, 26

+442

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

16.03K

Jun 30, 26

+16.03K

0.00%

ZRC WEALTH MANAGEMENT, LLC

15.72K

Jun 30, 26

+125

0.00%

Atria Investments, Inc

15.69K

Jun 30, 26

+3.25K

0.00%

FLORIDA FINANCIAL ADVISORS, LLC

14.46K

Jun 30, 26

+14.46K

0.00%

Tortuga Wealth Management, Inc

14.25K

Jun 30, 26

0.00%

Tudor Financial Inc.

13.83K

Jun 30, 26

+19

0.00%

Moors & Cabot, Inc.

13.74K

Jun 30, 26

+13.74K

0.00%

Sun Group Wealth Partners

13.74K

Jun 30, 26

+13.74K

0.00%

NWF Advisory Services Inc.

13.71K

Jun 30, 26

+240

0.00%

Tradition Wealth Management, LLC

12.99K

Jun 30, 26

-1.04K

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

12.81K

Jun 30, 26

-5.44K

0.00%

Frazier Financial Advisors, LLC

12.69K

Jun 30, 26

0.00%

CIM, LLC

12.69K

Jun 30, 26

+2.27K

0.00%

Cauble & Harre Wealth Management, Inc.

12.57K

Jun 30, 26

0.00%

MGO ONE SEVEN LLC

12.48K

Jun 30, 26

+900

0.00%

CoreCap Advisors, LLC

12.46K

Jun 30, 26

-306

0.00%

BEAM WEALTH ADVISORS, INC.

12.18K

Jun 30, 26

+45

0.00%

BCS Wealth Management

11.88K

Jun 30, 26

+1.44K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

11.60K

Jun 30, 26

+11.60K

0.00%

King Wealth

11.55K

Jun 30, 26

+11.55K

0.00%

Brookstone Capital Management

11.35K

Jun 30, 26

-735

0.00%

Integrity Advisory Solutions, LLC

11.28K

Jun 30, 26

+47

0.00%

MAI Capital Management

11.20K

Jun 30, 26

+8.61K

0.00%

Advyzon Investment Management, LLC

11.09K

Jun 30, 26

+79

0.00%

Stonebridge Financial Group, LLC / MO

10.99K

Jun 30, 26

0.00%

Lincoln Capital LLC

10.92K

Jun 30, 26

+10.92K

0.00%

Vantus Wealth LLC

10.90K

Jun 30, 26

+10.90K

0.00%

Trilogy Capital Inc.

10.79K

Jun 30, 26

-2.57K

0.00%

UHLMANN PRICE SECURITIES, LLC

10.78K

Jun 30, 26

+25

0.00%

Burford Brothers, Inc.

10.48K

Jun 30, 26

0.00%

J.W. COLE ADVISORS, INC.

10.37K

Jun 30, 26

+10.37K

0.00%

AQR CAPITAL MANAGEMENT LLC

10.06K

Jun 30, 26

+10.06K

0.00%

SEAMOUNT FINANCIAL GROUP INC

9.99K

Jun 30, 26

+9.99K

0.00%

CENTAURUS FINANCIAL, INC.

9.94K

Jun 30, 26

-672

0.00%

Breakwater Capital Group

9.94K

Jun 30, 26

+671

0.00%

Ascension Capital Advisors, Inc.

9.85K

Jun 30, 26

0.00%

MSH Capital Advisors LLC

9.79K

Jun 30, 26

+9.79K

0.00%

StoneX Group Inc.

9.63K

Jun 30, 26

+9.63K

0.00%

YARGER WEALTH STRATEGIES, LLC

9.54K

Jun 30, 26

+113

0.00%

Etesian Wealth Advisors, Inc.

9.35K

Jun 30, 26

0.00%

DAYMARK WEALTH PARTNERS, LLC

9.15K

Jun 30, 26

+9.15K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

8.95K

Jun 30, 26

+2.14K

0.00%

Olistico Wealth, LLC

7.96K

Jun 30, 26

+63

0.00%

Bare Financial Services, Inc

7.49K

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

5.34K

Jun 30, 26

+5.34K

0.00%

Winch Advisory Services, LLC

5.23K

Jun 30, 26

+2.29K

0.00%

CENTRAL TRUST Co

5.02K

Jun 30, 26

-415

0.00%

BARRETT & COMPANY, INC.

4.95K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

4.42K

Jun 30, 26

0.00%

Larson Financial Group LLC

3.98K

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

3.78K

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

2.92K

Jun 30, 26

+49

0.00%

Synergy Investment Management, LLC

2.87K

Jun 30, 26

0.00%

Westside Investment Management, Inc.

2.50K

Jun 30, 26

0.00%

Colonial Trust Co / SC

2.00K

Jun 30, 26

+2.00K

0.00%

BESSEMER GROUP INC

2.00K

Jun 30, 26

0.00%

CX Institutional

1.55K

Jun 30, 26

+1.55K

0.00%

ARVEST INVESTMENTS, INC.

1.15K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

967

Jun 30, 26

+820

0.00%

HAZLETT, BURT & WATSON, INC.

960

Jun 30, 26

0.00%

Front Row Advisors LLC

900

Jun 30, 26

0.00%

Hickory Point Bank & Trust

778

Jun 30, 26

0.00%

Key FInancial Inc

438

Jun 30, 26

0.00%

SYM FINANCIAL Corp

338

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

325

Jun 30, 26

0.00%

SIGNATUREFD, LLC

273

Jun 30, 26

0.00%

Rossby Financial, LCC

261

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

176

Jun 30, 26

+176

0.00%

AMERIFLEX GROUP, INC.

112

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+91

0.00%

Evolution Advisers, Inc.

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

Jun 30, 26

0.00%

OLD MISSION CAPITAL LLC

Jun 30, 26

-43.31K

FMR LLC

Jun 30, 26

-558

Financial Partners Group, Inc

Jun 30, 26

-9.00K

Clearstead Advisors, LLC

Jun 30, 26

-2.55K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-4.42K

HRT FINANCIAL LP

Jun 30, 26

-32.62K

Wise Wealth Partners

Jun 30, 26

-58.16K

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-366

AE Wealth Management LLC

Jun 30, 26

-540

Independent Advisor Alliance

Jun 30, 26

-635.41K

BALLAST ADVISORS LLC

Jun 30, 26

-888

Richmond Investment Services, LLC

Jun 30, 26

-68.38K

ZACKS INVESTMENT MANAGEMENT

Jun 30, 26

-13.08K

Financial Life Planners

Jun 30, 26

-299

FINANCIAL CONSULATE, INC

Jun 30, 26

-92

TCFG WEALTH MANAGEMENT, LLC

50.75K

Mar 31, 26

+2.06K

0.01%

U.S. Capital Wealth Advisors, LLC

27.83K

Mar 31, 26

+1.06K

0.01%

Anchor Investment Management, LLC

22.20K

Mar 31, 26

0.01%

Leo Wealth, LLC

17.27K

Mar 31, 26

+17.27K

0.00%

CWM, LLC

2.97K

Mar 31, 26

+425

0.00%

Sunbelt Securities, Inc.

2.24K

Mar 31, 26

0.00%

SOL Capital Management CO

Mar 31, 26

-247.35K

Clearview Wealth Advisors LLC

603.33K

Dec 31, 25

+1.87K

0.16%

COMERICA BANK

142.47K

Dec 31, 25

+41.01K

0.04%

ORG Partners LLC

25.15K

Dec 31, 25

+7.31K

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-11.55K

Moloney Securities Asset Management, LLC

77.42K

Sep 30, 25

-3.73K

0.02%

OAK HILL WEALTH ADVISORS, LLC

66.09K

Sep 30, 25

+35.43K

0.02%

Fortress Wealth Management, Inc.

28.01K

Sep 30, 25

-16.48K

0.01%

L.M. KOHN & COMPANY

9.60K

Sep 30, 25

+9.60K

0.00%

Atria Wealth Solutions, Inc.

292.49K

Jun 30, 25

-63.53K

0.08%

AVANTAX ADVISORY SERVICES, INC.

271.47K

Jun 30, 25

+15.40K

0.07%

Priebe Wealth Holdings LLC

80.99K

Jun 30, 25

+22.80K

0.02%

Tyler-Stone Wealth Management

48.10K

Jun 30, 25

+540

0.01%

Congress Wealth Management LLC / DE /

46.70K

Jun 30, 25

+10.88K

0.01%

Good Life Advisors, LLC

11.77K

Jun 30, 25

-14.94K

0.00%

Wambolt & Associates, LLC

10.63K

Jun 30, 25

+10.63K

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-618

Orion Portfolio Solutions, LLC

33.79K

Mar 31, 25

+16.92K

0.01%

CAROLINAS WEALTH CONSULTING LLC

28.84K

Mar 31, 25

-3

0.01%

Delta Financial Group, Inc.

17.91K

Mar 31, 25

-439

0.00%

WR Wealth Planners, LLC

6.35K

Dec 31, 24

-6.63K

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-26.40K

RAYMOND JAMES & ASSOCIATES

2.48M

Sep 30, 24

+967.13K

0.65%

Raymond James Financial Services Advisors, Inc.

1.27M

Sep 30, 24

+2.25K

0.33%

FinTrust Capital Advisors, LLC

634.94K

Sep 30, 24

+27.58K

0.17%

Pillar Wealth Advisors, LLC

12.33K

Sep 30, 24

-1.00K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

183.60K

Jun 30, 24

+38.55K

0.05%

HoyleCohen, LLC

13.14K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

1.60K

Jun 30, 24

+1.60K

0.00%

Cetera Advisors LLC

1.61M

Mar 31, 24

+158.42K

0.42%

Cetera Advisor Networks LLC

574.86K

Mar 31, 24

+269.06K

0.15%

Retirement Group, LLC

423.82K

Mar 31, 24

+423.82K

0.11%

Simplicity Solutions, LLC

32.42K

Dec 31, 23

+949

0.01%

J Arnold Wealth Management Co

12.91K

Dec 31, 23

+12.91K

0.00%

American Portfolios Advisors

92.98K

Sep 30, 22

+7.22K

0.02%