CGMM(CGMM)
CGMM
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 13.22M | Mar 31, 26 | +10.26M | 14.33% |
| ENVESTNET ASSET MANAGEMENT INC | 9.12M | Mar 31, 26 | +1.82M | 9.89% |
| WELLS FARGO & COMPANY/MN | 3.03M | Mar 31, 26 | +1.44M | 3.29% |
| ADVISOR GROUP HOLDINGS, INC. | 1.69M | Mar 31, 26 | +150.84K | 1.83% |
| Pathstone Holdings, LLC | 1.68M | Mar 31, 26 | +1.67M | 1.82% |
| Cetera Investment Advisers | 1.52M | Mar 31, 26 | +350.83K | 1.65% |
| JONES FINANCIAL COMPANIES LLLP | 1.48M | Mar 31, 26 | +1.01M | 1.60% |
| Merit Financial Group, LLC | 1.40M | Mar 31, 26 | +43.59K | 1.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.37M | Mar 31, 26 | +450.79K | 1.49% |
| CAPTRUST FINANCIAL ADVISORS | 1.11M | Mar 31, 26 | +77.10K | 1.21% |
| Kestra Investment Management, LLC | 1.08M | Mar 31, 26 | +512.08K | 1.17% |
| SEI INVESTMENTS CO | 977.46K | Mar 31, 26 | +226.97K | 1.06% |
| MML INVESTORS SERVICES, LLC | 946.54K | Mar 31, 26 | +93.39K | 1.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 937.73K | Mar 31, 26 | +656.16K | 1.02% |
| STIFEL FINANCIAL CORP | 926.66K | Mar 31, 26 | +36.91K | 1.00% |
| Kestra Advisory Services, LLC | 913.23K | Mar 31, 26 | +14.81K | 0.99% |
| ASSETMARK, INC | 890.38K | Mar 31, 26 | +139.22K | 0.97% |
| Ergawealth Advisors, Inc. | 794.12K | Mar 31, 26 | +45.01K | 0.86% |
| ROYAL BANK OF CANADA | 793.98K | Mar 31, 26 | +159.19K | 0.86% |
| NewEdge Advisors, LLC | 743.52K | Mar 31, 26 | +67.79K | 0.81% |
| Capital Group Private Client Services, Inc. | 738.68K | Mar 31, 26 | +255.34K | 0.80% |
| Presper Financial Architects, LLC | 641.70K | Mar 31, 26 | +641.70K | 0.70% |
| BENJAMIN EDWARDS INC | 534.27K | Mar 31, 26 | +184.67K | 0.58% |
| Main Line Retirement Advisors, LLC | 523.94K | Mar 31, 26 | +2.44K | 0.57% |
| Cambridge Investment Research Advisors, Inc. | 518.25K | Mar 31, 26 | +87.35K | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 495.75K | Mar 31, 26 | +481.95K | 0.54% |
| Strategic Blueprint, LLC | 449.63K | Mar 31, 26 | +13.80K | 0.49% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 435.32K | Mar 31, 26 | +101.14K | 0.47% |
| STEPHENS INC /AR/ | 396.34K | Mar 31, 26 | -37.37K | 0.43% |
| Concurrent Investment Advisors, LLC | 317.66K | Mar 31, 26 | -51.41K | 0.34% |
| Souders Financial Advisors | 287.61K | Mar 31, 26 | +46.88K | 0.31% |
| Vestmark Advisory Solutions, Inc. | 286.24K | Mar 31, 26 | +64.44K | 0.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 281.25K | Mar 31, 26 | +70.52K | 0.30% |
| Coign Capital Advisors LLC | 278.29K | Mar 31, 26 | +23.35K | 0.30% |
| NATIXIS ADVISORS, L.P. | 267.92K | Mar 31, 26 | +180.65K | 0.29% |
| Brinker Capital Investments, LLC | 265.37K | Mar 31, 26 | +29.76K | 0.29% |
| National Wealth Management Group, LLC | 249.90K | Mar 31, 26 | +5.44K | 0.27% |
| GREAT VALLEY ADVISOR GROUP, INC. | 230.11K | Mar 31, 26 | +230.11K | 0.25% |
| Valmark Advisers, Inc. | 208.65K | Mar 31, 26 | +66.93K | 0.23% |
| Rockefeller Capital Management L.P. | 206.54K | Mar 31, 26 | +141.82K | 0.22% |
| Compton Financial Group, LLC | 195.98K | Mar 31, 26 | +188.52K | 0.21% |
| CARY STREET PARTNERS FINANCIAL LLC | 180.56K | Mar 31, 26 | -16.02K | 0.20% |
| Royal Harbor Partners, LLC | 174.19K | Mar 31, 26 | +174.19K | 0.19% |
| Smartleaf Asset Management LLC | 164.36K | Mar 31, 26 | +21.02K | 0.18% |
| Per Stirling Capital Management, LLC. | 161.06K | Mar 31, 26 | +161.06K | 0.17% |
| StoneCrest Wealth Management, Inc. | 139.69K | Mar 31, 26 | +2.54K | 0.15% |
| Smith Thornton Advisors LLC | 133.01K | Mar 31, 26 | +6.92K | 0.14% |
| HARBOUR INVESTMENTS, INC. | 128.67K | Mar 31, 26 | +70.09K | 0.14% |
| Tradition Wealth Management, LLC | 124.58K | Mar 31, 26 | +3.73K | 0.14% |
| TRUIST FINANCIAL CORP | 123.79K | Mar 31, 26 | +11.58K | 0.13% |
| Laurel Wealth Planning LLC | 121.83K | Mar 31, 26 | +59.22K | 0.13% |
| CULLEN/FROST BANKERS, INC. | 121.50K | Mar 31, 26 | +23.46K | 0.13% |
| Envestnet Portfolio Solutions, Inc. | 118.25K | Mar 31, 26 | +11.32K | 0.13% |
| Sigma Planning Corp | 117.05K | Mar 31, 26 | +64.66K | 0.13% |
| Gateway Wealth Partners, LLC | 109.72K | Mar 31, 26 | +109.72K | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 108.50K | Mar 31, 26 | +16.86K | 0.12% |
| Essex Financial Services, Inc. | 108.40K | Mar 31, 26 | +15.36K | 0.12% |
| PRINCIPAL SECURITIES, INC. | 103.09K | Mar 31, 26 | +12.23K | 0.11% |
| NavPoint Financial, Inc. | 102.61K | Mar 31, 26 | +27.09K | 0.11% |
| Mariner, LLC | 97.94K | Mar 31, 26 | +44.29K | 0.11% |
| Baird Financial Group, Inc. | 94.71K | Mar 31, 26 | +94.71K | 0.10% |
| Equitable Holdings, Inc. | 92.52K | Mar 31, 26 | +65.16K | 0.10% |
| Private Advisor Group, LLC | 90.22K | Mar 31, 26 | +38.44K | 0.10% |
| HighTower Advisors, LLC | 84.80K | Mar 31, 26 | +4.83K | 0.09% |
| Entruity Wealth, LLC | 81.50K | Mar 31, 26 | -1.28K | 0.09% |
| Pensionmark Financial Group, LLC | 77.14K | Mar 31, 26 | +26.26K | 0.08% |
| NWF Advisory Services Inc. | 73.62K | Mar 31, 26 | +5.87K | 0.08% |
| AI Financial Services LLC | 73.05K | Mar 31, 26 | +6.67K | 0.08% |
| Kingsview Wealth Management, LLC | 67.77K | Mar 31, 26 | +23.86K | 0.07% |
| Mutual Advisors, LLC | 67.59K | Mar 31, 26 | +51.03K | 0.07% |
| OPPENHEIMER & CO INC | 60.28K | Mar 31, 26 | +33.30K | 0.07% |
| Wise Wealth Partners | 59.69K | Mar 31, 26 | +2.29K | 0.06% |
| D.A. DAVIDSON & CO. | 59.62K | Mar 31, 26 | +29.98K | 0.06% |
| Beta Wealth Group, Inc. | 58.68K | Mar 31, 26 | -1.68K | 0.06% |
| PFG Advisors | 58.46K | Mar 31, 26 | +12.42K | 0.06% |
| Aprio Wealth Management, LLC | 55.77K | Mar 31, 26 | +15.04K | 0.06% |
| Venture Visionary Partners LLC | 53.64K | Mar 31, 26 | +3.66K | 0.06% |
| FOUNDERS FINANCIAL SECURITIES LLC | 52.97K | Mar 31, 26 | +25.52K | 0.06% |
| Trademark Financial Management, LLC | 51.69K | Mar 31, 26 | +33.27K | 0.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 51.11K | Mar 31, 26 | +51.11K | 0.06% |
| Atria Investments, Inc | 49.20K | Mar 31, 26 | +22.97K | 0.05% |
| Dynamic Advisor Solutions LLC | 47.29K | Mar 31, 26 | +2.45K | 0.05% |
| SAGESPRING WEALTH PARTNERS, LLC | 47.23K | Mar 31, 26 | +3.06K | 0.05% |
| Stratos Wealth Partners, LTD. | 46.27K | Mar 31, 26 | +6.70K | 0.05% |
| LongView Wealth Management | 44.24K | Mar 31, 26 | +2.22K | 0.05% |
| Koshinski Asset Management, Inc. | 44.07K | Mar 31, 26 | +8.74K | 0.05% |
| Blueprint Investment Partners LLC | 42.13K | Mar 31, 26 | +2.26K | 0.05% |
| Blueprint Financial Advisors LLC | 42.13K | Mar 31, 26 | +2.26K | 0.05% |
| HighPoint Advisor Group LLC | 41.74K | Mar 31, 26 | +22.61K | 0.05% |
| RFG Advisory, LLC | 40.31K | Mar 31, 26 | +1.69K | 0.04% |
| Security Financial Services, INC. | 38.15K | Mar 31, 26 | +5.42K | 0.04% |
| Forge Financial Services LLC | 36.90K | Mar 31, 26 | +10.22K | 0.04% |
| ROTHSCHILD INVESTMENT LLC | 36.63K | Mar 31, 26 | +5.05K | 0.04% |
| DAVENPORT & Co LLC | 35.98K | Mar 31, 26 | +19.23K | 0.04% |
| Latitude Advisors, LLC | 33.82K | Mar 31, 26 | +6.95K | 0.04% |
| Pines Wealth Management, LLC | 32.83K | Mar 31, 26 | -1.50K | 0.04% |
| Richmond Investment Services, LLC | 32.02K | Mar 31, 26 | +32.02K | 0.03% |
| Frazier Financial Advisors, LLC | 28.59K | Mar 31, 26 | +3.83K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 28.00K | Mar 31, 26 | +28.00K | 0.03% |
| SITTNER & NELSON, LLC | 27.98K | Mar 31, 26 | +12.65K | 0.03% |
| Trinity Wealth Management, LLC | 27.90K | Mar 31, 26 | +4.34K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27.55K | Mar 31, 26 | +13.71K | 0.03% |
| OneAscent Financial Services LLC | 27.51K | Mar 31, 26 | +5.57K | 0.03% |
| Tempus Wealth Planning, LLC | 26.29K | Mar 31, 26 | +189 | 0.03% |
| Owen LaRue, LLC | 24.80K | Mar 31, 26 | -3.75K | 0.03% |
| Sovran Advisors, LLC | 24.36K | Mar 31, 26 | +523 | 0.03% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 23.23K | Mar 31, 26 | +450 | 0.03% |
| KINGSWOOD WEALTH ADVISORS, LLC | 23.21K | Mar 31, 26 | -13.21K | 0.03% |
| Summit Investment Advisory Services, LLC | 22.28K | Mar 31, 26 | +14.03K | 0.02% |
| Advyzon Investment Management, LLC | 21.85K | Mar 31, 26 | +1.93K | 0.02% |
| Western Wealth Management, LLC | 21.43K | Mar 31, 26 | +3.03K | 0.02% |
| BARRETT & COMPANY, INC. | 21.40K | Mar 31, 26 | +7.52K | 0.02% |
| RICHARDS, MERRILL & PETERSON, INC. | 21.29K | Mar 31, 26 | +7.85K | 0.02% |
| GOLDMAN SACHS GROUP INC | 20.65K | Mar 31, 26 | -1.29K | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 20.61K | Mar 31, 26 | -- | 0.02% |
| Prospera Financial Services Inc | 19.29K | Mar 31, 26 | +8.33K | 0.02% |
| Bank of New York Mellon Corp | 18.23K | Mar 31, 26 | +18.23K | 0.02% |
| Capital Analysts, LLC | 18.16K | Mar 31, 26 | +16.80K | 0.02% |
| Transamerica Financial Advisors, Inc. | 17.98K | Mar 31, 26 | +9.13K | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 16.93K | Mar 31, 26 | +3.85K | 0.02% |
| SUMMIT WEALTH GROUP LLC / CO | 16.90K | Mar 31, 26 | +872 | 0.02% |
| Balboa Wealth Partners | 15.80K | Mar 31, 26 | +688 | 0.02% |
| Ameritas Advisory Services, LLC | 15.76K | Mar 31, 26 | +772 | 0.02% |
| Apollon Wealth Management, LLC | 15.42K | Mar 31, 26 | +15.42K | 0.02% |
| WNY Asset Management, LLC | 15.29K | Mar 31, 26 | +15.29K | 0.02% |
| HBW Advisory Services LLC | 15.15K | Mar 31, 26 | +2.22K | 0.02% |
| Cornerstone Wealth Management, LLC | 15.09K | Mar 31, 26 | +3.52K | 0.02% |
| Lantern Wealth Advisors, LLC | 13.64K | Mar 31, 26 | +3.08K | 0.01% |
| Sanctuary Advisors, LLC | 13.14K | Mar 31, 26 | +13.14K | 0.01% |
| Sterling Investment Advisors, Ltd. | 12.92K | Mar 31, 26 | +12.92K | 0.01% |
| PRIVATE TRUST CO NA | 11.10K | Mar 31, 26 | +10.10K | 0.01% |
| GWN SECURITIES INC. | 10.81K | Mar 31, 26 | +1.88K | 0.01% |
| FLORIDA FINANCIAL ADVISORS, LLC | 10.67K | Mar 31, 26 | +10.67K | 0.01% |
| CITADEL ADVISORS LLC | 10.35K | Mar 31, 26 | +10.35K | 0.01% |
| First Heartland Consultants, Inc. | 10.07K | Mar 31, 26 | +10.07K | 0.01% |
| Integrated Wealth Concepts LLC | 9.70K | Mar 31, 26 | +9.70K | 0.01% |
| Farther Finance Advisors, LLC | 9.62K | Mar 31, 26 | +6.49K | 0.01% |
| Evergreen Wealth Solutions, LLC | 9.40K | Mar 31, 26 | +9.40K | 0.01% |
| Trilogy Capital Inc. | 9.26K | Mar 31, 26 | +9.26K | 0.01% |
| CLG LLC | 9.08K | Mar 31, 26 | +1.24K | 0.01% |
| CI Private Wealth, LLC | 9.06K | Mar 31, 26 | +9.06K | 0.01% |
| LexAurum Advisors, LLC | 8.98K | Mar 31, 26 | +8.98K | 0.01% |
| FIFTH THIRD BANCORP | 8.76K | Mar 31, 26 | +8.76K | 0.01% |
| Stratos Wealth Advisors, LLC | 8.70K | Mar 31, 26 | +8.70K | 0.01% |
| EXENCIAL WEALTH ADVISORS, LLC | 8.59K | Mar 31, 26 | +1.04K | 0.01% |
| Clark Capital Management Group, Inc. | 8.41K | Mar 31, 26 | +8.41K | 0.01% |
| JGP Wealth Management, LLC | 7.77K | Mar 31, 26 | -- | 0.01% |
| Ascent Group, LLC | 7.50K | Mar 31, 26 | -174 | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 7.43K | Mar 31, 26 | +7.43K | 0.01% |
| MGO ONE SEVEN LLC | 7.40K | Mar 31, 26 | -9 | 0.01% |
| WEDBUSH SECURITIES INC | 7.30K | Mar 31, 26 | -335 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7.20K | Mar 31, 26 | +11 | 0.01% |
| Belpointe Asset Management LLC | 7.15K | Mar 31, 26 | +7.15K | 0.01% |
| UHLMANN PRICE SECURITIES, LLC | 7.10K | Mar 31, 26 | -1 | 0.01% |
| Summit Global Investments | 6.91K | Mar 31, 26 | +6.91K | 0.01% |
| Advisory Services Network, LLC | 6.91K | Mar 31, 26 | +6.91K | 0.01% |
| VestGen Advisors, LLC | 6.82K | Mar 31, 26 | +6.82K | 0.01% |
| Sunbelt Securities, Inc. | 5.20K | Mar 31, 26 | -- | 0.01% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 5.00K | Mar 31, 26 | +1.24K | 0.01% |
| Root Financial Partners, LLC | 4.93K | Mar 31, 26 | +4.93K | 0.01% |
| JPMORGAN CHASE & CO | 3.95K | Mar 31, 26 | +3.37K | 0.00% |
| UBS Group AG | 3.94K | Mar 31, 26 | +3.48K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 2.89K | Mar 31, 26 | +480 | 0.00% |
| MOTCO | 2.75K | Mar 31, 26 | +2.75K | 0.00% |
| IFP Advisors, Inc | 2.68K | Mar 31, 26 | +67 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.25K | Mar 31, 26 | +1.94K | 0.00% |
| CWM, LLC | 1.50K | Mar 31, 26 | -487 | 0.00% |
| EverSource Wealth Advisors, LLC | 1.35K | Mar 31, 26 | +97 | 0.00% |
| Westside Investment Management, Inc. | 1.35K | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 1.00K | Mar 31, 26 | -- | 0.00% |
| Rossby Financial, LCC | 782 | Mar 31, 26 | +563 | 0.00% |
| NBC SECURITIES, INC. | 618 | Mar 31, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 495 | Mar 31, 26 | +87 | 0.00% |
| IAG Wealth Partners, LLC | 434 | Mar 31, 26 | +258 | 0.00% |
| Archer Investment Corp | 352 | Mar 31, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 344 | Mar 31, 26 | +344 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 299 | Mar 31, 26 | +299 | 0.00% |
| MORGAN STANLEY | 255 | Mar 31, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 222 | Mar 31, 26 | +222 | 0.00% |
| FMR LLC | 164 | Mar 31, 26 | +155 | 0.00% |
| CENTRAL TRUST Co | 154 | Mar 31, 26 | -- | 0.00% |
| Financial Life Planners | 149 | Mar 31, 26 | +149 | 0.00% |
| AdvisorNet Financial, Inc | 145 | Mar 31, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 58 | Mar 31, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 42 | Mar 31, 26 | -- | 0.00% |
| Legacy Wealth Managment, LLC/ID | 14 | Mar 31, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 5 | Mar 31, 26 | +5 | 0.00% |
| Capital International Investors | -- | Mar 31, 26 | -21.63K | -- |
| HRT FINANCIAL LP | -- | Mar 31, 26 | -12.05K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -2.74K | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -29.25K | -- |
| McIlrath & Eck, LLC | -- | Mar 31, 26 | -3.82K | -- |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | -- | Mar 31, 26 | -390 | -- |
| Janney Montgomery Scott LLC | -- | Mar 31, 26 | -386.97K | -- |
| CMC Financial Group | -- | Mar 31, 26 | -119.73K | -- |
| PARK AVENUE SECURITIES LLC | -- | Mar 31, 26 | -57.90K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -13.80K | -- |
| ORG Partners LLC | 39.71K | Dec 31, 25 | +23.35K | 0.04% |
| COMERICA BANK | 3.02K | Dec 31, 25 | +1.99K | 0.00% |
| CIBC Private Wealth Group, LLC | 1.36K | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 785 | Dec 31, 25 | +785 | 0.00% |
| Moloney Securities Asset Management, LLC | 32.02K | Sep 30, 25 | +9.46K | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 64.94K | Jun 30, 25 | +64.94K | 0.07% |
| Legacy Investment Solutions, LLC | 14 | Jun 30, 25 | +14 | 0.00% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -520 | -- |