How do I set a price alert for CGHM?

To set a CGHM price alert on Stock Alarm Pro, navigate to the CGHM 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 CGHM?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for CGHM. 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 CGHM?

Stock Alarm Pro supports over 125 trigger types for CGHM: 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 CGHM price changes?

CGHM 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 CGHM alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for CGHM 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.

CGHM Institutional Ownership & 13F Filings

Capital Group Municipal High-Income ETF(CGHM)

$24.11—Stale · unknown old

WatchlistAsk SA Chart

Capital Group Municipal High-Income ETF(CGHM)

NYSE • Last print unknown agoAbout this data

$24.11—Stale · unknown old

WatchlistAsk SA Chart Studio

CGHM(CGHM)

CGHM

Institutional Ownership

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 207 Institutional Holders

Holder	Shares	Date	Change	% Held
Capital International Investors	63.68M	Jun 30, 26	+3.67M	50.63%
ENVESTNET ASSET MANAGEMENT INC	13.30M	Jun 30, 26	+1.23M	10.57%
LPL Financial LLC	6.05M	Jun 30, 26	+1.37M	4.81%
Cetera Investment Advisers	2.87M	Jun 30, 26	+368.57K	2.28%
Cambridge Investment Research Advisors, Inc.	2.03M	Jun 30, 26	+177.43K	1.61%
Vestmark Advisory Solutions, Inc.	1.55M	Jun 30, 26	-34	1.23%
ROYAL BANK OF CANADA	1.40M	Jun 30, 26	+431.09K	1.12%
MML INVESTORS SERVICES, LLC	1.39M	Jun 30, 26	+217.19K	1.11%
ASSETMARK, INC	1.34M	Jun 30, 26	+135.87K	1.06%
RAYMOND JAMES FINANCIAL INC	1.20M	Jun 30, 26	+450.30K	0.96%
Janney Montgomery Scott LLC	1.10M	Jun 30, 26	+175.27K	0.88%
ADVISOR GROUP HOLDINGS, INC.	913.81K	Jun 30, 26	+356.82K	0.73%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	881.12K	Jun 30, 26	+379.12K	0.70%
JONES FINANCIAL COMPANIES LLLP	852.42K	Jun 30, 26	+320.69K	0.68%
COMMONWEALTH EQUITY SERVICES, LLC	847.52K	Jun 30, 26	-157.58K	0.67%
Aprio Wealth Management, LLC	819.41K	Jun 30, 26	+100.19K	0.65%
TRUIST FINANCIAL CORP	766.28K	Jun 30, 26	+83.17K	0.61%
Brinker Capital Investments, LLC	764.04K	Jun 30, 26	+34.96K	0.61%
Confluence Wealth Services, Inc.	695.84K	Jun 30, 26	+25.21K	0.55%
J. Derek Lewis & Associates Inc.	580.24K	Jun 30, 26	-2	0.46%
Kestra Advisory Services, LLC	505.49K	Jun 30, 26	+66.57K	0.40%
PRINCIPAL SECURITIES, INC.	496.16K	Jun 30, 26	+53.43K	0.39%
BENJAMIN EDWARDS INC	472.74K	Jun 30, 26	+92.51K	0.38%
Capital Group Private Client Services, Inc.	472.10K	Jun 30, 26	+94.82K	0.38%
Steward Partners Investment Advisory, LLC	409.15K	Jun 30, 26	+12.57K	0.33%
Strata Wealth Advisors, LLC	392.34K	Jun 30, 26	+4.55K	0.31%
Envestnet Portfolio Solutions, Inc.	356.10K	Jun 30, 26	+51.32K	0.28%
UBS ASSET MANAGEMENT AMERICAS INC	337.79K	Jun 30, 26	--	0.27%
Koshinski Asset Management, Inc.	320.88K	Jun 30, 26	+44.04K	0.26%
Valmark Advisers, Inc.	309.33K	Jun 30, 26	+14.23K	0.25%
NATIXIS ADVISORS, L.P.	294.53K	Jun 30, 26	+113.08K	0.23%
FIRST INTERSTATE BANK	290.68K	Jun 30, 26	+96.30K	0.23%
Apollon Wealth Management, LLC	289.40K	Jun 30, 26	+214.27K	0.23%
Prentice Wealth Management LLC	267.66K	Jun 30, 26	+60.22K	0.21%
PARK AVENUE SECURITIES LLC	251.00K	Jun 30, 26	+77.51K	0.20%
Gutierrez Wealth Advisory, LLC	241.97K	Jun 30, 26	+18.86K	0.19%
GREAT VALLEY ADVISOR GROUP, INC.	232.68K	Jun 30, 26	+67.55K	0.19%
WELLS FARGO & COMPANY/MN	214.47K	Jun 30, 26	+178.97K	0.17%
Platt Wealth Management LLC	212.62K	Jun 30, 26	+17.36K	0.17%
Keudell/Morrison Wealth Management	208.10K	Jun 30, 26	+9.59K	0.17%
Clear Trail Advisors, LLC	207.62K	Jun 30, 26	+15.94K	0.17%
CULLEN/FROST BANKERS, INC.	199.06K	Jun 30, 26	+34.49K	0.16%
SEI INVESTMENTS CO	191.44K	Jun 30, 26	+30.34K	0.15%
Capital Analysts, LLC	187.29K	Jun 30, 26	+54.39K	0.15%
HighTower Advisors, LLC	185.41K	Jun 30, 26	+2.91K	0.15%
CAPTRUST FINANCIAL ADVISORS	162.47K	Jun 30, 26	+4.86K	0.13%
MOSAIC FAMILY WEALTH PARTNERS, LLC	159.79K	Jun 30, 26	+99.41K	0.13%
BANK OF AMERICA CORP /DE/	153.93K	Jun 30, 26	+153.93K	0.12%
Capital Investment Management, Inc.	140.32K	Jun 30, 26	+25.84K	0.11%
Transamerica Financial Advisors, Inc.	136.96K	Jun 30, 26	+30.26K	0.11%
Wealthcare Advisory Partners LLC	134.99K	Jun 30, 26	+15.34K	0.11%
BlueStem Wealth Partners, LLC	127.51K	Jun 30, 26	-5.34K	0.10%
CITADEL ADVISORS LLC	124.94K	Jun 30, 26	-28.83K	0.10%
JANE STREET GROUP, LLC	124.33K	Jun 30, 26	-17.05K	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	120.59K	Jun 30, 26	+14.56K	0.10%
Summit Financial, LLC	119.73K	Jun 30, 26	+101.93K	0.10%
Elequin Securities, LLC	97.44K	Jun 30, 26	+97.44K	0.08%
Gateway Wealth Partners, LLC	87.44K	Jun 30, 26	-19.29K	0.07%
Boulder Wealth Advisors, LLC	87.13K	Jun 30, 26	+87.13K	0.07%
Simplicity Wealth,LLC	85.81K	Jun 30, 26	-508	0.07%
Cerity Partners LLC	83.73K	Jun 30, 26	+25.00K	0.07%
NewEdge Advisors, LLC	82.45K	Jun 30, 26	+12.70K	0.07%
EQ WEALTH ADVISORS, LLC	78.74K	Jun 30, 26	+47.93K	0.06%
RFP Financial Group LLC	75.33K	Jun 30, 26	-9.28K	0.06%
WEDBUSH SECURITIES INC	72.79K	Jun 30, 26	+2.09K	0.06%
Clarity Asset Management, Inc.	70.04K	Jun 30, 26	+61.63K	0.06%
Equitable Holdings, Inc.	68.83K	Jun 30, 26	+18.94K	0.05%
Perennial Investment Advisors, LLC	68.17K	Jun 30, 26	+8.73K	0.05%
VICUS CAPITAL	67.99K	Jun 30, 26	+2.33K	0.05%
Fjell Capital, LLC	67.52K	Jun 30, 26	+9.99K	0.05%
GWN SECURITIES INC.	67.10K	Jun 30, 26	+7.05K	0.05%
Private Advisor Group, LLC	66.47K	Jun 30, 26	+14.55K	0.05%
THOROUGHBRED FINANCIAL SERVICES, LLC	60.35K	Jun 30, 26	--	0.05%
Advyzon Investment Management, LLC	57.76K	Jun 30, 26	+3.46K	0.05%
ST GERMAIN D J CO INC	55.80K	Jun 30, 26	--	0.04%
Thrive Wealth Management, LLC	54.62K	Jun 30, 26	+9.55K	0.04%
Apella Capital, LLC	54.46K	Jun 30, 26	+3.73K	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	53.22K	Jun 30, 26	+13.17K	0.04%
NewCorp Financial Services, Inc.	52.82K	Jun 30, 26	+1.75K	0.04%
Heritage Wealth Management, Inc.	51.98K	Jun 30, 26	+10.14K	0.04%
Birchwood Financial Partners, Inc.	50.80K	Jun 30, 26	+11.16K	0.04%
STIFEL FINANCIAL CORP	48.97K	Jun 30, 26	+13.60K	0.04%
Jacobi Capital Management LLC	48.91K	Jun 30, 26	+7.39K	0.04%
Global Retirement Partners, LLC	47.58K	Jun 30, 26	+47.58K	0.04%
Ameritas Advisory Services, LLC	44.78K	Jun 30, 26	+33.03K	0.04%
CAPITAL PERFORMANCE ADVISORS LLP	44.34K	Jun 30, 26	+8.95K	0.04%
HARBOUR INVESTMENTS, INC.	43.66K	Jun 30, 26	-22.27K	0.03%
Main Line Retirement Advisors, LLC	43.63K	Jun 30, 26	+226	0.03%
UHLMANN PRICE SECURITIES, LLC	41.98K	Jun 30, 26	+12.11K	0.03%
Entruity Wealth, LLC	41.34K	Jun 30, 26	+41.34K	0.03%
HB Wealth Management, LLC	38.30K	Jun 30, 26	+38.30K	0.03%
VestGen Advisors, LLC	35.42K	Jun 30, 26	+2.48K	0.03%
IFP Advisors, Inc	35.32K	Jun 30, 26	+12.13K	0.03%
EnRich Financial Partners LLC	33.86K	Jun 30, 26	+4.99K	0.03%
Hanlon Investment Management, Inc.	33.19K	Jun 30, 26	+2.06K	0.03%
Integrated Wealth Concepts LLC	32.80K	Jun 30, 26	+5.36K	0.03%
Arkadios Wealth Advisors	32.62K	Jun 30, 26	+314	0.03%
Founders Financial Alliance, LLC	30.50K	Jun 30, 26	--	0.02%
Nautilus Advisors LLC	30.06K	Jun 30, 26	+2.90K	0.02%
Pensionmark Financial Group, LLC	29.34K	Jun 30, 26	+41	0.02%
Ascent Group, LLC	28.47K	Jun 30, 26	+2.67K	0.02%
Smartleaf Asset Management LLC	28.33K	Jun 30, 26	--	0.02%
JPMORGAN CHASE & CO	28.26K	Jun 30, 26	+8.92K	0.02%
BARNES PETTEY FINANCIAL ADVISORS, LLC	28.25K	Jun 30, 26	+6.36K	0.02%
Bank of New York Mellon Corp	28.02K	Jun 30, 26	+28.02K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24.00K	Jun 30, 26	+16.09K	0.02%
Betterment LLC	23.54K	Jun 30, 26	+4.69K	0.02%
Midwest Heritage Bank, FSB	23.20K	Jun 30, 26	+216	0.02%
FIFTH THIRD BANCORP	22.65K	Jun 30, 26	+11.80K	0.02%
Sigma Planning Corp	22.11K	Jun 30, 26	+2.65K	0.02%
Atria Investments, Inc	21.98K	Jun 30, 26	+3.08K	0.02%
VICTORY FINANCIAL GROUP, LLC	21.97K	Jun 30, 26	+21.97K	0.02%
Venture Visionary Partners LLC	21.52K	Jun 30, 26	+221	0.02%
Walleye Partners, LLC	21.18K	Jun 30, 26	+3.75K	0.02%
Apollon Financial, LLC	21.16K	Jun 30, 26	+21.16K	0.02%
Prospera Financial Services Inc	21.15K	Jun 30, 26	-9.91K	0.02%
First Heartland Consultants, Inc.	20.70K	Jun 30, 26	+4.49K	0.02%
Waverly Advisors, LLC	20.52K	Jun 30, 26	-965	0.02%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	19.53K	Jun 30, 26	--	0.02%
Advisory Services Network, LLC	19.48K	Jun 30, 26	+19.48K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	19.48K	Jun 30, 26	+19.48K	0.02%
QUANTUM FINANCIAL PARTNERS LLC	19.33K	Jun 30, 26	+19.33K	0.02%
HBW Advisory Services LLC	18.48K	Jun 30, 26	+3.94K	0.01%
MGO ONE SEVEN LLC	18.26K	Jun 30, 26	-47	0.01%
Northwest Financial Advisors	18.21K	Jun 30, 26	+18.21K	0.01%
Capital Investment Advisory Services, LLC	18.14K	Jun 30, 26	+4.33K	0.01%
MISSION WEALTH MANAGEMENT, LP	17.63K	Jun 30, 26	+3.71K	0.01%
FINANCIAL MANAGEMENT NETWORK INC	17.13K	Jun 30, 26	+1.64K	0.01%
WILLIAM JOHN SEMPOLINSKI	16.90K	Jun 30, 26	+400	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	16.89K	Jun 30, 26	-932	0.01%
Diversify Advisory Services, LLC	16.89K	Jun 30, 26	+16.89K	0.01%
Vise Technologies, Inc.	16.70K	Jun 30, 26	-1.76K	0.01%
Latitude Advisors, LLC	16.65K	Jun 30, 26	+6.09K	0.01%
AdvisorNet Financial, Inc	16.51K	Jun 30, 26	+5.45K	0.01%
BCS Wealth Management	16.50K	Jun 30, 26	+108	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	16.45K	Jun 30, 26	+389	0.01%
Ausdal Financial Partners, Inc.	16.19K	Jun 30, 26	+1.42K	0.01%
Lineweaver Wealth Advisors, LLC	16.13K	Jun 30, 26	+16.13K	0.01%
Farther Finance Advisors, LLC	16.10K	Jun 30, 26	+6.64K	0.01%
Freedom Financial Partners LLC	14.01K	Jun 30, 26	+459	0.01%
Vantus Wealth LLC	13.81K	Jun 30, 26	+13.81K	0.01%
Kovack Advisors, Inc.	13.75K	Jun 30, 26	+13.75K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	13.72K	Jun 30, 26	+13.72K	0.01%
Kingsview Wealth Management, LLC	13.34K	Jun 30, 26	+2.57K	0.01%
OLD MISSION CAPITAL LLC	13.09K	Jun 30, 26	-55.50K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	12.88K	Jun 30, 26	-2.02K	0.01%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	12.76K	Jun 30, 26	+12.76K	0.01%
SRS Capital Advisors, Inc.	12.46K	Jun 30, 26	+12.46K	0.01%
Merit Financial Group, LLC	12.04K	Jun 30, 26	+569	0.01%
Evergreen Wealth Partners LLC	11.78K	Jun 30, 26	+11.78K	0.01%
ADVISORTRUST PARTNERS, LLC	11.65K	Jun 30, 26	+1.56K	0.01%
OneAscent Financial Services LLC	11.58K	Jun 30, 26	+155	0.01%
GeoWealth Management, LLC	11.51K	Jun 30, 26	+25	0.01%
Keystone Financial Group	11.30K	Jun 30, 26	+11.30K	0.01%
LongView Wealth Management	11.00K	Jun 30, 26	-29.98K	0.01%
REGATTA CAPITAL GROUP, LLC	10.91K	Jun 30, 26	--	0.01%
Capital Planning LLC	10.79K	Jun 30, 26	-9.34K	0.01%
Carson Advisory Inc.	10.63K	Jun 30, 26	+103	0.01%
Ashton Thomas Private Wealth, LLC	10.55K	Jun 30, 26	+13	0.01%
NBC SECURITIES, INC.	10.27K	Jun 30, 26	--	0.01%
Western Wealth Management, LLC	10.19K	Jun 30, 26	+8.77K	0.01%
CONTINENTAL INVESTORS SERVICES, INC.	9.97K	Jun 30, 26	-16.14K	0.01%
Horizon Wealth Management, LLC	9.91K	Jun 30, 26	+9.91K	0.01%
Synergy Investment Management, LLC	9.75K	Jun 30, 26	--	0.01%
Silver Grove Financial Group, Inc.	9.30K	Jun 30, 26	+412	0.01%
Tempus Wealth Planning, LLC	9.27K	Jun 30, 26	+240	0.01%
GOLDMAN SACHS GROUP INC	9.03K	Jun 30, 26	+9.03K	0.01%
Quantinno Capital Management LP	9.02K	Jun 30, 26	+9.02K	0.01%
Brookwood Investment Group LLC	8.94K	Jun 30, 26	+8.94K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	8.47K	Jun 30, 26	-1.65K	0.01%
Sovran Advisors, LLC	8.43K	Jun 30, 26	+8.43K	0.01%
IFG Advisory, LLC	8.36K	Jun 30, 26	+8.36K	0.01%
WNY Asset Management, LLC	8.26K	Jun 30, 26	+85	0.01%
Members Advisory Group LLC	8.12K	Jun 30, 26	+8.12K	0.01%
Tower Research Capital LLC (TRC)	8.02K	Jun 30, 26	+3.29K	0.01%
Opal Wealth Advisors, LLC	7.88K	Jun 30, 26	+74	0.01%
Strategic Blueprint, LLC	7.87K	Jun 30, 26	+7.87K	0.01%
Geneos Wealth Management Inc.	6.91K	Jun 30, 26	+1.60K	0.01%
AE Wealth Management LLC	4.11K	Jun 30, 26	+109	0.00%
Financial Perspectives, Inc	3.38K	Jun 30, 26	+13	0.00%
MORGAN STANLEY	2.01K	Jun 30, 26	+2.01K	0.00%
HUNTINGTON NATIONAL BANK	1.75K	Jun 30, 26	+1.51K	0.00%
FMR LLC	1.59K	Jun 30, 26	+1.59K	0.00%
CoreCap Advisors, LLC	1.32K	Jun 30, 26	+1.14K	0.00%
Wellington Grp LLC	957	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	902	Jun 30, 26	+902	0.00%
Kings Path Partners LLC	783	Jun 30, 26	+783	0.00%
PRIVATE TRUST CO NA	507	Jun 30, 26	--	0.00%
CX Institutional	354	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	319	Jun 30, 26	+319	0.00%
Allworth Financial LP	257	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	174	Jun 30, 26	--	0.00%
Essential Investment Partners LLC	100	Jun 30, 26	--	0.00%
Key FInancial Inc	78	Jun 30, 26	+78	0.00%
UBS Group AG	19	Jun 30, 26	-336	0.00%
Synergy Financial Group, LTD	--	Jun 30, 26	-10.37K	--
MOTCO	--	Jun 30, 26	-3.96K	--
D.A. DAVIDSON & CO.	--	Jun 30, 26	-21.64K	--
WORLD EQUITY GROUP, INC.	--	Jun 30, 26	-11.11K	--
MASSMUTUAL TRUST CO FSB/ADV	--	Jun 30, 26	-430	--
HALBERT HARGROVE GLOBAL ADVISORS, LLC	--	Jun 30, 26	-421	--
Financial Connections Group, Inc.	50.51K	Mar 31, 26	-438	0.04%
CWM, LLC	305	Mar 31, 26	+16	0.00%
COMERICA BANK	6.07K	Dec 31, 25	+1.88K	0.00%
CIBC Private Wealth Group, LLC	1.91K	Dec 31, 25	--	0.00%
OAK HILL WEALTH ADVISORS, LLC	22.08K	Sep 30, 25	+9.72K	0.02%
FinTrust Capital Advisors, LLC	174	Sep 30, 24	+174	0.00%

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Holder

Date

Change

% Held

Capital International Investors

63.68M

Jun 30, 26

+3.67M

50.63%

ENVESTNET ASSET MANAGEMENT INC

13.30M

Jun 30, 26

+1.23M

10.57%

LPL Financial LLC

6.05M

Jun 30, 26

+1.37M

4.81%

Cetera Investment Advisers

2.87M

Jun 30, 26

+368.57K

2.28%

Cambridge Investment Research Advisors, Inc.

2.03M

Jun 30, 26

+177.43K

1.61%

Vestmark Advisory Solutions, Inc.

1.55M

Jun 30, 26

-34

1.23%

ROYAL BANK OF CANADA

1.40M

Jun 30, 26

+431.09K

1.12%

MML INVESTORS SERVICES, LLC

1.39M

Jun 30, 26

+217.19K

1.11%

ASSETMARK, INC

1.34M

Jun 30, 26

+135.87K

1.06%

RAYMOND JAMES FINANCIAL INC

1.20M

Jun 30, 26

+450.30K

0.96%

Janney Montgomery Scott LLC

1.10M

Jun 30, 26

+175.27K

0.88%

ADVISOR GROUP HOLDINGS, INC.

913.81K

Jun 30, 26

+356.82K

0.73%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

881.12K

Jun 30, 26

+379.12K

0.70%

JONES FINANCIAL COMPANIES LLLP

852.42K

Jun 30, 26

+320.69K

0.68%

COMMONWEALTH EQUITY SERVICES, LLC

847.52K

Jun 30, 26

-157.58K

0.67%

Aprio Wealth Management, LLC

819.41K

Jun 30, 26

+100.19K

0.65%

TRUIST FINANCIAL CORP

766.28K

Jun 30, 26

+83.17K

0.61%

Brinker Capital Investments, LLC

764.04K

Jun 30, 26

+34.96K

0.61%

Confluence Wealth Services, Inc.

695.84K

Jun 30, 26

+25.21K

0.55%

J. Derek Lewis & Associates Inc.

580.24K

Jun 30, 26

-2

0.46%

Kestra Advisory Services, LLC

505.49K

Jun 30, 26

+66.57K

0.40%

PRINCIPAL SECURITIES, INC.

496.16K

Jun 30, 26

+53.43K

0.39%

BENJAMIN EDWARDS INC

472.74K

Jun 30, 26

+92.51K

0.38%

Capital Group Private Client Services, Inc.

472.10K

Jun 30, 26

+94.82K

0.38%

Steward Partners Investment Advisory, LLC

409.15K

Jun 30, 26

+12.57K

0.33%

Strata Wealth Advisors, LLC

392.34K

Jun 30, 26

+4.55K

0.31%

Envestnet Portfolio Solutions, Inc.

356.10K

Jun 30, 26

+51.32K

0.28%

UBS ASSET MANAGEMENT AMERICAS INC

337.79K

Jun 30, 26

0.27%

Koshinski Asset Management, Inc.

320.88K

Jun 30, 26

+44.04K

0.26%

Valmark Advisers, Inc.

309.33K

Jun 30, 26

+14.23K

0.25%

NATIXIS ADVISORS, L.P.

294.53K

Jun 30, 26

+113.08K

0.23%

FIRST INTERSTATE BANK

290.68K

Jun 30, 26

+96.30K

0.23%

Apollon Wealth Management, LLC

289.40K

Jun 30, 26

+214.27K

0.23%

Prentice Wealth Management LLC

267.66K

Jun 30, 26

+60.22K

0.21%

PARK AVENUE SECURITIES LLC

251.00K

Jun 30, 26

+77.51K

0.20%

Gutierrez Wealth Advisory, LLC

241.97K

Jun 30, 26

+18.86K

0.19%

GREAT VALLEY ADVISOR GROUP, INC.

232.68K

Jun 30, 26

+67.55K

0.19%

WELLS FARGO & COMPANY/MN

214.47K

Jun 30, 26

+178.97K

0.17%

Platt Wealth Management LLC

212.62K

Jun 30, 26

+17.36K

0.17%

Keudell/Morrison Wealth Management

208.10K

Jun 30, 26

+9.59K

0.17%

Clear Trail Advisors, LLC

207.62K

Jun 30, 26

+15.94K

0.17%

CULLEN/FROST BANKERS, INC.

199.06K

Jun 30, 26

+34.49K

0.16%

SEI INVESTMENTS CO

191.44K

Jun 30, 26

+30.34K

0.15%

Capital Analysts, LLC

187.29K

Jun 30, 26

+54.39K

0.15%

HighTower Advisors, LLC

185.41K

Jun 30, 26

+2.91K

0.15%

CAPTRUST FINANCIAL ADVISORS

162.47K

Jun 30, 26

+4.86K

0.13%

MOSAIC FAMILY WEALTH PARTNERS, LLC

159.79K

Jun 30, 26

+99.41K

0.13%

BANK OF AMERICA CORP /DE/

153.93K

Jun 30, 26

+153.93K

0.12%

Capital Investment Management, Inc.

140.32K

Jun 30, 26

+25.84K

0.11%

Transamerica Financial Advisors, Inc.

136.96K

Jun 30, 26

+30.26K

0.11%

Wealthcare Advisory Partners LLC

134.99K

Jun 30, 26

+15.34K

0.11%

BlueStem Wealth Partners, LLC

127.51K

Jun 30, 26

-5.34K

0.10%

CITADEL ADVISORS LLC

124.94K

Jun 30, 26

-28.83K

0.10%

JANE STREET GROUP, LLC

124.33K

Jun 30, 26

-17.05K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

120.59K

Jun 30, 26

+14.56K

0.10%

Summit Financial, LLC

119.73K

Jun 30, 26

+101.93K

0.10%

Elequin Securities, LLC

97.44K

Jun 30, 26

+97.44K

0.08%

Gateway Wealth Partners, LLC

87.44K

Jun 30, 26

-19.29K

0.07%

Boulder Wealth Advisors, LLC

87.13K

Jun 30, 26

+87.13K

0.07%

Simplicity Wealth,LLC

85.81K

Jun 30, 26

-508

0.07%

Cerity Partners LLC

83.73K

Jun 30, 26

+25.00K

0.07%

NewEdge Advisors, LLC

82.45K

Jun 30, 26

+12.70K

0.07%

EQ WEALTH ADVISORS, LLC

78.74K

Jun 30, 26

+47.93K

0.06%

RFP Financial Group LLC

75.33K

Jun 30, 26

-9.28K

0.06%

WEDBUSH SECURITIES INC

72.79K

Jun 30, 26

+2.09K

0.06%

Clarity Asset Management, Inc.

70.04K

Jun 30, 26

+61.63K

0.06%

Equitable Holdings, Inc.

68.83K

Jun 30, 26

+18.94K

0.05%

Perennial Investment Advisors, LLC

68.17K

Jun 30, 26

+8.73K

0.05%

VICUS CAPITAL

67.99K

Jun 30, 26

+2.33K

0.05%

Fjell Capital, LLC

67.52K

Jun 30, 26

+9.99K

0.05%

GWN SECURITIES INC.

67.10K

Jun 30, 26

+7.05K

0.05%

Private Advisor Group, LLC

66.47K

Jun 30, 26

+14.55K

0.05%

THOROUGHBRED FINANCIAL SERVICES, LLC

60.35K

Jun 30, 26

0.05%

Advyzon Investment Management, LLC

57.76K

Jun 30, 26

+3.46K

0.05%

ST GERMAIN D J CO INC

55.80K

Jun 30, 26

0.04%

Thrive Wealth Management, LLC

54.62K

Jun 30, 26

+9.55K

0.04%

Apella Capital, LLC

54.46K

Jun 30, 26

+3.73K

0.04%

SCHMIDT P J INVESTMENT MANAGEMENT INC

53.22K

Jun 30, 26

+13.17K

0.04%

NewCorp Financial Services, Inc.

52.82K

Jun 30, 26

+1.75K

0.04%

Heritage Wealth Management, Inc.

51.98K

Jun 30, 26

+10.14K

0.04%

Birchwood Financial Partners, Inc.

50.80K

Jun 30, 26

+11.16K

0.04%

STIFEL FINANCIAL CORP

48.97K

Jun 30, 26

+13.60K

0.04%

Jacobi Capital Management LLC

48.91K

Jun 30, 26

+7.39K

0.04%

Global Retirement Partners, LLC

47.58K

Jun 30, 26

+47.58K

0.04%

Ameritas Advisory Services, LLC

44.78K

Jun 30, 26

+33.03K

0.04%

CAPITAL PERFORMANCE ADVISORS LLP

44.34K

Jun 30, 26

+8.95K

0.04%

HARBOUR INVESTMENTS, INC.

43.66K

Jun 30, 26

-22.27K

0.03%

Main Line Retirement Advisors, LLC

43.63K

Jun 30, 26

+226

0.03%

UHLMANN PRICE SECURITIES, LLC

41.98K

Jun 30, 26

+12.11K

0.03%

Entruity Wealth, LLC

41.34K

Jun 30, 26

+41.34K

0.03%

HB Wealth Management, LLC

38.30K

Jun 30, 26

+38.30K

0.03%

VestGen Advisors, LLC

35.42K

Jun 30, 26

+2.48K

0.03%

IFP Advisors, Inc

35.32K

Jun 30, 26

+12.13K

0.03%

EnRich Financial Partners LLC

33.86K

Jun 30, 26

+4.99K

0.03%

Hanlon Investment Management, Inc.

33.19K

Jun 30, 26

+2.06K

0.03%

Integrated Wealth Concepts LLC

32.80K

Jun 30, 26

+5.36K

0.03%

Arkadios Wealth Advisors

32.62K

Jun 30, 26

+314

0.03%

Founders Financial Alliance, LLC

30.50K

Jun 30, 26

0.02%

Nautilus Advisors LLC

30.06K

Jun 30, 26

+2.90K

0.02%

Pensionmark Financial Group, LLC

29.34K

Jun 30, 26

+41

0.02%

Ascent Group, LLC

28.47K

Jun 30, 26

+2.67K

0.02%

Smartleaf Asset Management LLC

28.33K

Jun 30, 26

0.02%

JPMORGAN CHASE & CO

28.26K

Jun 30, 26

+8.92K

0.02%

BARNES PETTEY FINANCIAL ADVISORS, LLC

28.25K

Jun 30, 26

+6.36K

0.02%

Bank of New York Mellon Corp

28.02K

Jun 30, 26

+28.02K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

24.00K

Jun 30, 26

+16.09K

0.02%

Betterment LLC

23.54K

Jun 30, 26

+4.69K

0.02%

Midwest Heritage Bank, FSB

23.20K

Jun 30, 26

+216

0.02%

FIFTH THIRD BANCORP

22.65K

Jun 30, 26

+11.80K

0.02%

Sigma Planning Corp

22.11K

Jun 30, 26

+2.65K

0.02%

Atria Investments, Inc

21.98K

Jun 30, 26

+3.08K

0.02%

VICTORY FINANCIAL GROUP, LLC

21.97K

Jun 30, 26

+21.97K

0.02%

Venture Visionary Partners LLC

21.52K

Jun 30, 26

+221

0.02%

Walleye Partners, LLC

21.18K

Jun 30, 26

+3.75K

0.02%

Apollon Financial, LLC

21.16K

Jun 30, 26

+21.16K

0.02%

Prospera Financial Services Inc

21.15K

Jun 30, 26

-9.91K

0.02%

First Heartland Consultants, Inc.

20.70K

Jun 30, 26

+4.49K

0.02%

Waverly Advisors, LLC

20.52K

Jun 30, 26

-965

0.02%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

19.53K

Jun 30, 26

0.02%

Advisory Services Network, LLC

19.48K

Jun 30, 26

+19.48K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

19.48K

Jun 30, 26

+19.48K

0.02%

QUANTUM FINANCIAL PARTNERS LLC

19.33K

Jun 30, 26

+19.33K

0.02%

HBW Advisory Services LLC

18.48K

Jun 30, 26

+3.94K

0.01%

MGO ONE SEVEN LLC

18.26K

Jun 30, 26

-47

0.01%

Northwest Financial Advisors

18.21K

Jun 30, 26

+18.21K

0.01%

Capital Investment Advisory Services, LLC

18.14K

Jun 30, 26

+4.33K

0.01%

MISSION WEALTH MANAGEMENT, LP

17.63K

Jun 30, 26

+3.71K

0.01%

FINANCIAL MANAGEMENT NETWORK INC

17.13K

Jun 30, 26

+1.64K

0.01%

WILLIAM JOHN SEMPOLINSKI

16.90K

Jun 30, 26

+400

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

16.89K

Jun 30, 26

-932

0.01%

Diversify Advisory Services, LLC

16.89K

Jun 30, 26

+16.89K

0.01%

Vise Technologies, Inc.

16.70K

Jun 30, 26

-1.76K

0.01%

Latitude Advisors, LLC

16.65K

Jun 30, 26

+6.09K

0.01%

AdvisorNet Financial, Inc

16.51K

Jun 30, 26

+5.45K

0.01%

BCS Wealth Management

16.50K

Jun 30, 26

+108

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

16.45K

Jun 30, 26

+389

0.01%

Ausdal Financial Partners, Inc.

16.19K

Jun 30, 26

+1.42K

0.01%

Lineweaver Wealth Advisors, LLC

16.13K

Jun 30, 26

+16.13K

0.01%

Farther Finance Advisors, LLC

16.10K

Jun 30, 26

+6.64K

0.01%

Freedom Financial Partners LLC

14.01K

Jun 30, 26

+459

0.01%

Vantus Wealth LLC

13.81K

Jun 30, 26

+13.81K

0.01%

Kovack Advisors, Inc.

13.75K

Jun 30, 26

+13.75K

0.01%

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

13.72K

Jun 30, 26

+13.72K

0.01%

Kingsview Wealth Management, LLC

13.34K

Jun 30, 26

+2.57K

0.01%

OLD MISSION CAPITAL LLC

13.09K

Jun 30, 26

-55.50K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

12.88K

Jun 30, 26

-2.02K

0.01%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

12.76K

Jun 30, 26

+12.76K

0.01%

SRS Capital Advisors, Inc.

12.46K

Jun 30, 26

+12.46K

0.01%

Merit Financial Group, LLC

12.04K

Jun 30, 26

+569

0.01%

Evergreen Wealth Partners LLC

11.78K

Jun 30, 26

+11.78K

0.01%

ADVISORTRUST PARTNERS, LLC

11.65K

Jun 30, 26

+1.56K

0.01%

OneAscent Financial Services LLC

11.58K

Jun 30, 26

+155

0.01%

GeoWealth Management, LLC

11.51K

Jun 30, 26

+25

0.01%

Keystone Financial Group

11.30K

Jun 30, 26

+11.30K

0.01%

LongView Wealth Management

11.00K

Jun 30, 26

-29.98K

0.01%

REGATTA CAPITAL GROUP, LLC

10.91K

Jun 30, 26

0.01%

Capital Planning LLC

10.79K

Jun 30, 26

-9.34K

0.01%

Carson Advisory Inc.

10.63K

Jun 30, 26

+103

0.01%

Ashton Thomas Private Wealth, LLC

10.55K

Jun 30, 26

+13

0.01%

NBC SECURITIES, INC.

10.27K

Jun 30, 26

0.01%

Western Wealth Management, LLC

10.19K

Jun 30, 26

+8.77K

0.01%

CONTINENTAL INVESTORS SERVICES, INC.

9.97K

Jun 30, 26

-16.14K

0.01%

Horizon Wealth Management, LLC

9.91K

Jun 30, 26

+9.91K

0.01%

Synergy Investment Management, LLC

9.75K

Jun 30, 26

0.01%

Silver Grove Financial Group, Inc.

9.30K

Jun 30, 26

+412

0.01%

Tempus Wealth Planning, LLC

9.27K

Jun 30, 26

+240

0.01%

GOLDMAN SACHS GROUP INC

9.03K

Jun 30, 26

+9.03K

0.01%

Quantinno Capital Management LP

9.02K

Jun 30, 26

+9.02K

0.01%

Brookwood Investment Group LLC

8.94K

Jun 30, 26

+8.94K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

8.47K

Jun 30, 26

-1.65K

0.01%

Sovran Advisors, LLC

8.43K

Jun 30, 26

+8.43K

0.01%

IFG Advisory, LLC

8.36K

Jun 30, 26

+8.36K

0.01%

WNY Asset Management, LLC

8.26K

Jun 30, 26

+85

0.01%

Members Advisory Group LLC

8.12K

Jun 30, 26

+8.12K

0.01%

Tower Research Capital LLC (TRC)

8.02K

Jun 30, 26

+3.29K

0.01%

Opal Wealth Advisors, LLC

7.88K

Jun 30, 26

+74

0.01%

Strategic Blueprint, LLC

7.87K

Jun 30, 26

+7.87K

0.01%

Geneos Wealth Management Inc.

6.91K

Jun 30, 26

+1.60K

0.01%

AE Wealth Management LLC

4.11K

Jun 30, 26

+109

0.00%

Financial Perspectives, Inc

3.38K

Jun 30, 26

+13

0.00%

MORGAN STANLEY

2.01K

Jun 30, 26

+2.01K

0.00%

HUNTINGTON NATIONAL BANK

1.75K

Jun 30, 26

+1.51K

0.00%

FMR LLC

1.59K

Jun 30, 26

+1.59K

0.00%

CoreCap Advisors, LLC

1.32K

Jun 30, 26

+1.14K

0.00%

Wellington Grp LLC

957

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

902

Jun 30, 26

+902

0.00%

Kings Path Partners LLC

783

Jun 30, 26

+783

0.00%

PRIVATE TRUST CO NA

507

Jun 30, 26

0.00%

CX Institutional

354

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

319

Jun 30, 26

+319

0.00%

Allworth Financial LP

257

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

174

Jun 30, 26

0.00%

Essential Investment Partners LLC

100

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

+78

0.00%

UBS Group AG

Jun 30, 26

-336

0.00%

Synergy Financial Group, LTD

Jun 30, 26

-10.37K

MOTCO

Jun 30, 26

-3.96K

D.A. DAVIDSON & CO.

Jun 30, 26

-21.64K

WORLD EQUITY GROUP, INC.

Jun 30, 26

-11.11K

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

-430

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

-421

Financial Connections Group, Inc.

50.51K

Mar 31, 26

-438

0.04%

CWM, LLC

305

Mar 31, 26

+16

0.00%

COMERICA BANK

6.07K

Dec 31, 25

+1.88K

0.00%

CIBC Private Wealth Group, LLC

1.91K

Dec 31, 25

0.00%

OAK HILL WEALTH ADVISORS, LLC

22.08K

Sep 30, 25

+9.72K

0.02%

FinTrust Capital Advisors, LLC

174

Sep 30, 24

+174

0.00%