Capital Group Short Duration Municipal Income ETF(CGSM)

$26.03—Stale · unknown old

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Capital Group Short Duration Municipal Income ETF(CGSM)

NYSE • Last print unknown ago

$26.03—Stale · unknown old

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CGSM(CGSM)

CGSM

Institutional Ownership

Top 188 Institutional Holders

Holder	Shares	Date	Change	% Held
Capital International Investors	13.14M	Jun 30, 26	-23.66K	28.89%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.57M	Jun 30, 26	+10.46M	25.42%
MORGAN STANLEY	3.58M	Jun 30, 26	-111.15K	7.86%
ENVESTNET ASSET MANAGEMENT INC	3.15M	Jun 30, 26	+221.89K	6.92%
LPL Financial LLC	2.71M	Jun 30, 26	+518.86K	5.96%
Capital Group Private Client Services, Inc.	1.32M	Jun 30, 26	+523.19K	2.91%
Cetera Investment Advisers	1.27M	Jun 30, 26	+279.47K	2.79%
JONES FINANCIAL COMPANIES LLLP	917.94K	Jun 30, 26	+261.18K	2.02%
WELLS FARGO & COMPANY/MN	846.62K	Jun 30, 26	+156.21K	1.86%
CAPTRUST FINANCIAL ADVISORS	738.98K	Jun 30, 26	+26.45K	1.62%
ADVISOR GROUP HOLDINGS, INC.	518.97K	Jun 30, 26	+146.26K	1.14%
MML INVESTORS SERVICES, LLC	443.22K	Jun 30, 26	+94.49K	0.97%
ROYAL BANK OF CANADA	440.45K	Jun 30, 26	+114.34K	0.97%
COMMONWEALTH EQUITY SERVICES, LLC	414.00K	Jun 30, 26	+53.13K	0.91%
TRUIST FINANCIAL CORP	413.86K	Jun 30, 26	-5.53K	0.91%
RAYMOND JAMES FINANCIAL INC	389.56K	Jun 30, 26	-6.43K	0.86%
Kestra Advisory Services, LLC	360.66K	Jun 30, 26	+50.63K	0.79%
Cambridge Investment Research Advisors, Inc.	328.32K	Jun 30, 26	+37.44K	0.72%
Boulder Wealth Advisors, LLC	316.32K	Jun 30, 26	+65.52K	0.70%
Vestmark Advisory Solutions, Inc.	304.19K	Jun 30, 26	--	0.67%
NATIXIS ADVISORS, L.P.	227.06K	Jun 30, 26	+84.70K	0.50%
J.W. COLE ADVISORS, INC.	209.32K	Jun 30, 26	+209.32K	0.46%
INTEGRATED WEALTHCARE, LLC	199.15K	Jun 30, 26	+3.18K	0.44%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	194.86K	Jun 30, 26	-7.59K	0.43%
PRINCIPAL SECURITIES, INC.	194.07K	Jun 30, 26	+5.38K	0.43%
Steward Partners Investment Advisory, LLC	189.62K	Jun 30, 26	-2.00K	0.42%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	189.14K	Jun 30, 26	+189.14K	0.42%
Janney Montgomery Scott LLC	180.08K	Jun 30, 26	+30.70K	0.40%
Hartmann Taylor Wealth Management, LLC	155.92K	Jun 30, 26	--	0.34%
Apella Capital, LLC	152.62K	Jun 30, 26	+663	0.34%
BENJAMIN EDWARDS INC	150.52K	Jun 30, 26	+561	0.33%
Prospera Financial Services Inc	141.08K	Jun 30, 26	+115.82K	0.31%
Brinker Capital Investments, LLC	139.30K	Jun 30, 26	+16.02K	0.31%
ASSETMARK, INC	137.61K	Jun 30, 26	+14.86K	0.30%
Cannon Financial Strategists, Inc.	136.92K	Jun 30, 26	+136.92K	0.30%
Baird Financial Group, Inc.	135.78K	Jun 30, 26	+36.37K	0.30%
Total Clarity Wealth Management, Inc.	134.94K	Jun 30, 26	-5.50K	0.30%
Fortress Wealth Group, LLC	131.99K	Jun 30, 26	+15.05K	0.29%
WILEY BROS.-AINTREE CAPITAL, LLC	121.34K	Jun 30, 26	+3.32K	0.27%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	115.07K	Jun 30, 26	+17.14K	0.25%
NewEdge Advisors, LLC	107.80K	Jun 30, 26	+35.00K	0.24%
GREAT VALLEY ADVISOR GROUP, INC.	100.21K	Jun 30, 26	-4.11K	0.22%
SEI INVESTMENTS CO	100.01K	Jun 30, 26	+9.74K	0.22%
Rockefeller Capital Management L.P.	97.16K	Jun 30, 26	+6.63K	0.21%
Elequin Securities, LLC	95.55K	Jun 30, 26	+95.55K	0.21%
Betterment LLC	89.99K	Jun 30, 26	+7.67K	0.20%
Cauble & Harre Wealth Management, Inc.	85.68K	Jun 30, 26	-2.83K	0.19%
Tribridge Partners Financial LLC	84.57K	Jun 30, 26	+3.81K	0.19%
BANK OF AMERICA CORP /DE/	83.69K	Jun 30, 26	+83.69K	0.18%
Private Advisor Group, LLC	80.86K	Jun 30, 26	-106.35K	0.18%
COTTONWOOD CAPITAL ADVISORS, LLC	77.18K	Jun 30, 26	+2.24K	0.17%
STIFEL FINANCIAL CORP	76.57K	Jun 30, 26	+37.14K	0.17%
PETREDIS INVESTMENT ADVISORS LLC	76.57K	Jun 30, 26	+38.67K	0.17%
Transamerica Financial Advisors, Inc.	74.30K	Jun 30, 26	-13.04K	0.16%
Simplicity Wealth,LLC	73.77K	Jun 30, 26	+6.81K	0.16%
MBM Wealth Consultants, LLC	73.47K	Jun 30, 26	+73.47K	0.16%
PUREfi Wealth, LLC	68.31K	Jun 30, 26	+148	0.15%
SAR WEALTH MANAGEMENT GROUP, LLC	67.13K	Jun 30, 26	+53.92K	0.15%
Bison Wealth, LLC	64.82K	Jun 30, 26	+10.73K	0.14%
Envestnet Portfolio Solutions, Inc.	59.91K	Jun 30, 26	+16.65K	0.13%
Smith Thornton Advisors LLC	59.89K	Jun 30, 26	--	0.13%
UBS ASSET MANAGEMENT AMERICAS INC	58.75K	Jun 30, 26	--	0.13%
Tower Research Capital LLC (TRC)	52.51K	Jun 30, 26	+52.51K	0.12%
EverSource Wealth Advisors, LLC	50.87K	Jun 30, 26	-2.58K	0.11%
JHP Wealth Management, LLC	49.12K	Jun 30, 26	+3.29K	0.11%
UHLMANN PRICE SECURITIES, LLC	46.74K	Jun 30, 26	+28.35K	0.10%
Lakeside Advisors, INC.	45.00K	Jun 30, 26	+12.00K	0.10%
Burton Enright Welch	44.12K	Jun 30, 26	+781	0.10%
Stratos Wealth Partners, LTD.	43.21K	Jun 30, 26	+13.74K	0.09%
Sunrise Financial Services, LLC	41.97K	Jun 30, 26	+6.41K	0.09%
Confluence Wealth Services, Inc.	41.78K	Jun 30, 26	+5.69K	0.09%
Cerity Partners LLC	41.58K	Jun 30, 26	-153	0.09%
Greykasell Wealth Strategies, Inc.	41.36K	Jun 30, 26	--	0.09%
Aprio Wealth Management, LLC	37.95K	Jun 30, 26	--	0.08%
CULLEN/FROST BANKERS, INC.	37.49K	Jun 30, 26	+6.97K	0.08%
D.A. DAVIDSON & CO.	37.45K	Jun 30, 26	+1.41K	0.08%
Souders Financial Advisors	36.79K	Jun 30, 26	--	0.08%
Visionary Wealth Advisors	35.76K	Jun 30, 26	+6.33K	0.08%
Advisory Services Network, LLC	35.37K	Jun 30, 26	--	0.08%
Gateway Wealth Partners, LLC	34.33K	Jun 30, 26	-30.11K	0.08%
SRS Capital Advisors, Inc.	34.23K	Jun 30, 26	+34.23K	0.08%
JPMORGAN CHASE & CO	33.99K	Jun 30, 26	+33.01K	0.07%
CITADEL ADVISORS LLC	33.67K	Jun 30, 26	+33.67K	0.07%
Acorn Wealth Advisors, LLC	32.78K	Jun 30, 26	--	0.07%
Geneos Wealth Management Inc.	30.75K	Jun 30, 26	+24.30K	0.07%
Jacobi Capital Management LLC	30.30K	Jun 30, 26	-51.59K	0.07%
Capital Investment Management, Inc.	30.20K	Jun 30, 26	+3.21K	0.07%
GWN SECURITIES INC.	30.01K	Jun 30, 26	+532	0.07%
LANDAAS & CO /WI /ADV	29.39K	Jun 30, 26	+7.61K	0.06%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	28.51K	Jun 30, 26	+73	0.06%
Vawter Financial, Ltd.	28.50K	Jun 30, 26	+28.50K	0.06%
Integrated Wealth Concepts LLC	27.05K	Jun 30, 26	+7.61K	0.06%
Atria Investments, Inc	25.91K	Jun 30, 26	+25.91K	0.06%
MCF Advisors LLC	25.67K	Jun 30, 26	+2	0.06%
Wealth Science Advisors LLC	25.47K	Jun 30, 26	+25.47K	0.06%
HARBOUR INVESTMENTS, INC.	24.62K	Jun 30, 26	+3.47K	0.05%
WEDBUSH SECURITIES INC	24.48K	Jun 30, 26	-24.29K	0.05%
Goldstein Advisors, LLC	23.62K	Jun 30, 26	+14.97K	0.05%
FIFTH THIRD BANCORP	23.42K	Jun 30, 26	+13.49K	0.05%
Bank of New York Mellon Corp	23.38K	Jun 30, 26	+23.38K	0.05%
Equitable Holdings, Inc.	22.27K	Jun 30, 26	+6.72K	0.05%
Pensionmark Financial Group, LLC	21.07K	Jun 30, 26	--	0.05%
DAVENPORT & Co LLC	20.66K	Jun 30, 26	+3.89K	0.05%
RICHARDS, MERRILL & PETERSON, INC.	20.43K	Jun 30, 26	-375	0.04%
PERSPECTIVE WEALTH ADVISORS LLC	19.86K	Jun 30, 26	+19.86K	0.04%
Peterson Wealth Advisors, LLC	19.31K	Jun 30, 26	-1.65K	0.04%
Astoria Portfolio Advisors LLC.	19.21K	Jun 30, 26	+127	0.04%
IFP Advisors, Inc	18.55K	Jun 30, 26	+1.89K	0.04%
Northwest Financial Advisors	17.39K	Jun 30, 26	+17.39K	0.04%
BCS Wealth Management	16.48K	Jun 30, 26	+793	0.04%
MERCER GLOBAL ADVISORS INC /ADV	15.94K	Jun 30, 26	-800	0.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.67K	Jun 30, 26	-57	0.03%
Sugar Maple Asset Management, LLC	15.29K	Jun 30, 26	+3.89K	0.03%
First Heartland Consultants, Inc.	14.81K	Jun 30, 26	+600	0.03%
Wood Tarver Financial Group, LLC	14.37K	Jun 30, 26	+27	0.03%
AXXCESS WEALTH MANAGEMENT, LLC	14.32K	Jun 30, 26	+75	0.03%
AdvisorNet Financial, Inc	14.32K	Jun 30, 26	+3.48K	0.03%
Strategic Blueprint, LLC	13.41K	Jun 30, 26	+905	0.03%
STEPHENS INC /AR/	12.99K	Jun 30, 26	+105	0.03%
TrueWealth Advisors, LLC	12.98K	Jun 30, 26	-682	0.03%
Capital Investment Advisory Services, LLC	12.90K	Jun 30, 26	+5.90K	0.03%
Birchwood Financial Partners, Inc.	12.38K	Jun 30, 26	+116	0.03%
Western Wealth Management, LLC	11.62K	Jun 30, 26	+120	0.03%
Beacon Pointe Advisors, LLC	11.42K	Jun 30, 26	+11.42K	0.03%
Tempus Wealth Planning, LLC	10.85K	Jun 30, 26	+198	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	10.62K	Jun 30, 26	+2.38K	0.02%
Koshinski Asset Management, Inc.	10.45K	Jun 30, 26	+2.27K	0.02%
PARSONS CAPITAL MANAGEMENT INC/RI	10.43K	Jun 30, 26	+929	0.02%
Latitude Advisors, LLC	10.06K	Jun 30, 26	+10.06K	0.02%
J. Derek Lewis & Associates Inc.	9.94K	Jun 30, 26	-1.75K	0.02%
Burford Brothers, Inc.	9.49K	Jun 30, 26	-950	0.02%
PARK AVENUE SECURITIES LLC	9.17K	Jun 30, 26	+9.17K	0.02%
Diversified Portfolios, Inc.	9.14K	Jun 30, 26	+9.14K	0.02%
Occidental Asset Management, LLC	9.00K	Jun 30, 26	+9.00K	0.02%
VestGen Advisors, LLC	8.75K	Jun 30, 26	+422	0.02%
Hanlon Investment Management, Inc.	8.71K	Jun 30, 26	-3.67K	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	8.50K	Jun 30, 26	--	0.02%
IHT Wealth Management, LLC	8.47K	Jun 30, 26	--	0.02%
Avidian Wealth Solutions, LLC	8.00K	Jun 30, 26	--	0.02%
Synergy Investment Management, LLC	7.74K	Jun 30, 26	+1.66K	0.02%
SYM FINANCIAL Corp	7.74K	Jun 30, 26	--	0.02%
HB Wealth Management, LLC	7.70K	Jun 30, 26	+7.70K	0.02%
Snowden Capital Advisors LLC	7.59K	Jun 30, 26	+7.59K	0.02%
EXCEL SECURITIES & ASSOCIATES, INC.	7.51K	Jun 30, 26	+3.67K	0.02%
AE Wealth Management LLC	6.57K	Jun 30, 26	+407	0.01%
SITTNER & NELSON, LLC	5.50K	Jun 30, 26	+5.50K	0.01%
Capital Analysts, LLC	5.17K	Jun 30, 26	+1.43K	0.01%
Ashton Thomas Private Wealth, LLC	5.03K	Jun 30, 26	+1.80K	0.01%
Farther Finance Advisors, LLC	4.20K	Jun 30, 26	+3.23K	0.01%
CoreCap Advisors, LLC	4.13K	Jun 30, 26	+165	0.01%
BlackRock, Inc.	3.53K	Jun 30, 26	+3.53K	0.01%
PRIVATE TRUST CO NA	2.99K	Jun 30, 26	+637	0.01%
NBC SECURITIES, INC.	2.91K	Jun 30, 26	--	0.01%
Allworth Financial LP	2.14K	Jun 30, 26	-57	0.00%
Global Retirement Partners, LLC	2.05K	Jun 30, 26	+2.05K	0.00%
Continuum Advisory, LLC	1.60K	Jun 30, 26	+1.60K	0.00%
Lodestone Wealth Management LLC	1.56K	Jun 30, 26	-402	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.30K	Jun 30, 26	+831	0.00%
Silver Grove Financial Group, Inc.	851	Jun 30, 26	+851	0.00%
UBS Group AG	700	Jun 30, 26	-2.01K	0.00%
CX Institutional	56	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	19	Jun 30, 26	+19	0.00%
Independent Advisor Alliance	--	Jun 30, 26	-9.30K	--
Sovran Advisors, LLC	--	Jun 30, 26	-7.97K	--
FLORIDA FINANCIAL ADVISORS, LLC	--	Jun 30, 26	-8.25K	--
SFG Wealth Management, LLC.	--	Jun 30, 26	-32.38K	--
Royal Harbor Partners, LLC	--	Jun 30, 26	-110.98K	--
Stonebridge Financial Group, LLC	--	Jun 30, 26	-8.41K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-8.81K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-137.97K	--
HighPoint Advisor Group LLC	--	Jun 30, 26	-12.47K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-93.96K	--
Valmark Advisers, Inc.	--	Jun 30, 26	-8.09K	--
Financial Connections Group, Inc.	190.87K	Mar 31, 26	+13.76K	0.42%
CWM, LLC	109.98K	Mar 31, 26	+109.94K	0.24%
U.S. Capital Wealth Advisors, LLC	33.27K	Mar 31, 26	--	0.07%
COMERICA BANK	1.71K	Dec 31, 25	-1.27K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.35K	--
OAK HILL WEALTH ADVISORS, LLC	26.55K	Sep 30, 25	+8.12K	0.06%
Atria Wealth Solutions, Inc.	27.42K	Jun 30, 25	-18.11K	0.06%
AVANTAX ADVISORY SERVICES, INC.	17.88K	Jun 30, 25	+3.39K	0.04%
First Horizon Advisors, Inc.	2.67K	Jun 30, 25	+91	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	100	Jun 30, 25	+100	0.00%
Orion Portfolio Solutions, LLC	87.84K	Mar 31, 25	+4.78K	0.19%
WR Wealth Planners, LLC	1.13K	Dec 31, 24	-1.52K	0.00%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-12.91K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	3.83K	Jun 30, 24	+619	0.01%
ICA Group Wealth Management, LLC	2.46K	Jun 30, 24	+1.30K	0.01%

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Holder

Date

Change

% Held

Capital International Investors

13.14M

Jun 30, 26

-23.66K

28.89%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

11.57M

Jun 30, 26

+10.46M

25.42%

MORGAN STANLEY

3.58M

Jun 30, 26

-111.15K

7.86%

ENVESTNET ASSET MANAGEMENT INC

3.15M

Jun 30, 26

+221.89K

6.92%

LPL Financial LLC

2.71M

Jun 30, 26

+518.86K

5.96%

Capital Group Private Client Services, Inc.

1.32M

Jun 30, 26

+523.19K

2.91%

Cetera Investment Advisers

1.27M

Jun 30, 26

+279.47K

2.79%

JONES FINANCIAL COMPANIES LLLP

917.94K

Jun 30, 26

+261.18K

2.02%

WELLS FARGO & COMPANY/MN

846.62K

Jun 30, 26

+156.21K

1.86%

CAPTRUST FINANCIAL ADVISORS

738.98K

Jun 30, 26

+26.45K

1.62%

ADVISOR GROUP HOLDINGS, INC.

518.97K

Jun 30, 26

+146.26K

1.14%

MML INVESTORS SERVICES, LLC

443.22K

Jun 30, 26

+94.49K

0.97%

ROYAL BANK OF CANADA

440.45K

Jun 30, 26

+114.34K

0.97%

COMMONWEALTH EQUITY SERVICES, LLC

414.00K

Jun 30, 26

+53.13K

0.91%

TRUIST FINANCIAL CORP

413.86K

Jun 30, 26

-5.53K

0.91%

RAYMOND JAMES FINANCIAL INC

389.56K

Jun 30, 26

-6.43K

0.86%

Kestra Advisory Services, LLC

360.66K

Jun 30, 26

+50.63K

0.79%

Cambridge Investment Research Advisors, Inc.

328.32K

Jun 30, 26

+37.44K

0.72%

Boulder Wealth Advisors, LLC

316.32K

Jun 30, 26

+65.52K

0.70%

Vestmark Advisory Solutions, Inc.

304.19K

Jun 30, 26

0.67%

NATIXIS ADVISORS, L.P.

227.06K

Jun 30, 26

+84.70K

0.50%

J.W. COLE ADVISORS, INC.

209.32K

Jun 30, 26

+209.32K

0.46%

INTEGRATED WEALTHCARE, LLC

199.15K

Jun 30, 26

+3.18K

0.44%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

194.86K

Jun 30, 26

-7.59K

0.43%

PRINCIPAL SECURITIES, INC.

194.07K

Jun 30, 26

+5.38K

0.43%

Steward Partners Investment Advisory, LLC

189.62K

Jun 30, 26

-2.00K

0.42%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

189.14K

Jun 30, 26

+189.14K

0.42%

Janney Montgomery Scott LLC

180.08K

Jun 30, 26

+30.70K

0.40%

Hartmann Taylor Wealth Management, LLC

155.92K

Jun 30, 26

0.34%

Apella Capital, LLC

152.62K

Jun 30, 26

+663

0.34%

BENJAMIN EDWARDS INC

150.52K

Jun 30, 26

+561

0.33%

Prospera Financial Services Inc

141.08K

Jun 30, 26

+115.82K

0.31%

Brinker Capital Investments, LLC

139.30K

Jun 30, 26

+16.02K

0.31%

ASSETMARK, INC

137.61K

Jun 30, 26

+14.86K

0.30%

Cannon Financial Strategists, Inc.

136.92K

Jun 30, 26

+136.92K

0.30%

Baird Financial Group, Inc.

135.78K

Jun 30, 26

+36.37K

0.30%

Total Clarity Wealth Management, Inc.

134.94K

Jun 30, 26

-5.50K

0.30%

Fortress Wealth Group, LLC

131.99K

Jun 30, 26

+15.05K

0.29%

WILEY BROS.-AINTREE CAPITAL, LLC

121.34K

Jun 30, 26

+3.32K

0.27%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

115.07K

Jun 30, 26

+17.14K

0.25%

NewEdge Advisors, LLC

107.80K

Jun 30, 26

+35.00K

0.24%

GREAT VALLEY ADVISOR GROUP, INC.

100.21K

Jun 30, 26

-4.11K

0.22%

SEI INVESTMENTS CO

100.01K

Jun 30, 26

+9.74K

0.22%

Rockefeller Capital Management L.P.

97.16K

Jun 30, 26

+6.63K

0.21%

Elequin Securities, LLC

95.55K

Jun 30, 26

+95.55K

0.21%

Betterment LLC

89.99K

Jun 30, 26

+7.67K

0.20%

Cauble & Harre Wealth Management, Inc.

85.68K

Jun 30, 26

-2.83K

0.19%

Tribridge Partners Financial LLC

84.57K

Jun 30, 26

+3.81K

0.19%

BANK OF AMERICA CORP /DE/

83.69K

Jun 30, 26

+83.69K

0.18%

Private Advisor Group, LLC

80.86K

Jun 30, 26

-106.35K

0.18%

COTTONWOOD CAPITAL ADVISORS, LLC

77.18K

Jun 30, 26

+2.24K

0.17%

STIFEL FINANCIAL CORP

76.57K

Jun 30, 26

+37.14K

0.17%

PETREDIS INVESTMENT ADVISORS LLC

76.57K

Jun 30, 26

+38.67K

0.17%

Transamerica Financial Advisors, Inc.

74.30K

Jun 30, 26

-13.04K

0.16%

Simplicity Wealth,LLC

73.77K

Jun 30, 26

+6.81K

0.16%

MBM Wealth Consultants, LLC

73.47K

Jun 30, 26

+73.47K

0.16%

PUREfi Wealth, LLC

68.31K

Jun 30, 26

+148

0.15%

SAR WEALTH MANAGEMENT GROUP, LLC

67.13K

Jun 30, 26

+53.92K

0.15%

Bison Wealth, LLC

64.82K

Jun 30, 26

+10.73K

0.14%

Envestnet Portfolio Solutions, Inc.

59.91K

Jun 30, 26

+16.65K

0.13%

Smith Thornton Advisors LLC

59.89K

Jun 30, 26

0.13%

UBS ASSET MANAGEMENT AMERICAS INC

58.75K

Jun 30, 26

0.13%

Tower Research Capital LLC (TRC)

52.51K

Jun 30, 26

+52.51K

0.12%

EverSource Wealth Advisors, LLC

50.87K

Jun 30, 26

-2.58K

0.11%

JHP Wealth Management, LLC

49.12K

Jun 30, 26

+3.29K

0.11%

UHLMANN PRICE SECURITIES, LLC

46.74K

Jun 30, 26

+28.35K

0.10%

Lakeside Advisors, INC.

45.00K

Jun 30, 26

+12.00K

0.10%

Burton Enright Welch

44.12K

Jun 30, 26

+781

0.10%

Stratos Wealth Partners, LTD.

43.21K

Jun 30, 26

+13.74K

0.09%

Sunrise Financial Services, LLC

41.97K

Jun 30, 26

+6.41K

0.09%

Confluence Wealth Services, Inc.

41.78K

Jun 30, 26

+5.69K

0.09%

Cerity Partners LLC

41.58K

Jun 30, 26

-153

0.09%

Greykasell Wealth Strategies, Inc.

41.36K

Jun 30, 26

0.09%

Aprio Wealth Management, LLC

37.95K

Jun 30, 26

0.08%

CULLEN/FROST BANKERS, INC.

37.49K

Jun 30, 26

+6.97K

0.08%

D.A. DAVIDSON & CO.

37.45K

Jun 30, 26

+1.41K

0.08%

Souders Financial Advisors

36.79K

Jun 30, 26

0.08%

Visionary Wealth Advisors

35.76K

Jun 30, 26

+6.33K

0.08%

Advisory Services Network, LLC

35.37K

Jun 30, 26

0.08%

Gateway Wealth Partners, LLC

34.33K

Jun 30, 26

-30.11K

0.08%

SRS Capital Advisors, Inc.

34.23K

Jun 30, 26

+34.23K

0.08%

JPMORGAN CHASE & CO

33.99K

Jun 30, 26

+33.01K

0.07%

CITADEL ADVISORS LLC

33.67K

Jun 30, 26

+33.67K

0.07%

Acorn Wealth Advisors, LLC

32.78K

Jun 30, 26

0.07%

Geneos Wealth Management Inc.

30.75K

Jun 30, 26

+24.30K

0.07%

Jacobi Capital Management LLC

30.30K

Jun 30, 26

-51.59K

0.07%

Capital Investment Management, Inc.

30.20K

Jun 30, 26

+3.21K

0.07%

GWN SECURITIES INC.

30.01K

Jun 30, 26

+532

0.07%

LANDAAS & CO /WI /ADV

29.39K

Jun 30, 26

+7.61K

0.06%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

28.51K

Jun 30, 26

+73

0.06%

Vawter Financial, Ltd.

28.50K

Jun 30, 26

+28.50K

0.06%

Integrated Wealth Concepts LLC

27.05K

Jun 30, 26

+7.61K

0.06%

Atria Investments, Inc

25.91K

Jun 30, 26

+25.91K

0.06%

MCF Advisors LLC

25.67K

Jun 30, 26

0.06%

Wealth Science Advisors LLC

25.47K

Jun 30, 26

+25.47K

0.06%

HARBOUR INVESTMENTS, INC.

24.62K

Jun 30, 26

+3.47K

0.05%

WEDBUSH SECURITIES INC

24.48K

Jun 30, 26

-24.29K

0.05%

Goldstein Advisors, LLC

23.62K

Jun 30, 26

+14.97K

0.05%

FIFTH THIRD BANCORP

23.42K

Jun 30, 26

+13.49K

0.05%

Bank of New York Mellon Corp

23.38K

Jun 30, 26

+23.38K

0.05%

Equitable Holdings, Inc.

22.27K

Jun 30, 26

+6.72K

0.05%

Pensionmark Financial Group, LLC

21.07K

Jun 30, 26

0.05%

DAVENPORT & Co LLC

20.66K

Jun 30, 26

+3.89K

0.05%

RICHARDS, MERRILL & PETERSON, INC.

20.43K

Jun 30, 26

-375

0.04%

PERSPECTIVE WEALTH ADVISORS LLC

19.86K

Jun 30, 26

+19.86K

0.04%

Peterson Wealth Advisors, LLC

19.31K

Jun 30, 26

-1.65K

0.04%

Astoria Portfolio Advisors LLC.

19.21K

Jun 30, 26

+127

0.04%

IFP Advisors, Inc

18.55K

Jun 30, 26

+1.89K

0.04%

Northwest Financial Advisors

17.39K

Jun 30, 26

+17.39K

0.04%

BCS Wealth Management

16.48K

Jun 30, 26

+793

0.04%

MERCER GLOBAL ADVISORS INC /ADV

15.94K

Jun 30, 26

-800

0.04%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.67K

Jun 30, 26

-57

0.03%

Sugar Maple Asset Management, LLC

15.29K

Jun 30, 26

+3.89K

0.03%

First Heartland Consultants, Inc.

14.81K

Jun 30, 26

+600

0.03%

Wood Tarver Financial Group, LLC

14.37K

Jun 30, 26

+27

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

14.32K

Jun 30, 26

+75

0.03%

AdvisorNet Financial, Inc

14.32K

Jun 30, 26

+3.48K

0.03%

Strategic Blueprint, LLC

13.41K

Jun 30, 26

+905

0.03%

STEPHENS INC /AR/

12.99K

Jun 30, 26

+105

0.03%

TrueWealth Advisors, LLC

12.98K

Jun 30, 26

-682

0.03%

Capital Investment Advisory Services, LLC

12.90K

Jun 30, 26

+5.90K

0.03%

Birchwood Financial Partners, Inc.

12.38K

Jun 30, 26

+116

0.03%

Western Wealth Management, LLC

11.62K

Jun 30, 26

+120

0.03%

Beacon Pointe Advisors, LLC

11.42K

Jun 30, 26

+11.42K

0.03%

Tempus Wealth Planning, LLC

10.85K

Jun 30, 26

+198

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

10.62K

Jun 30, 26

+2.38K

0.02%

Koshinski Asset Management, Inc.

10.45K

Jun 30, 26

+2.27K

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

10.43K

Jun 30, 26

+929

0.02%

Latitude Advisors, LLC

10.06K

Jun 30, 26

+10.06K

0.02%

J. Derek Lewis & Associates Inc.

9.94K

Jun 30, 26

-1.75K

0.02%

Burford Brothers, Inc.

9.49K

Jun 30, 26

-950

0.02%

PARK AVENUE SECURITIES LLC

9.17K

Jun 30, 26

+9.17K

0.02%

Diversified Portfolios, Inc.

9.14K

Jun 30, 26

+9.14K

0.02%

Occidental Asset Management, LLC

9.00K

Jun 30, 26

+9.00K

0.02%

VestGen Advisors, LLC

8.75K

Jun 30, 26

+422

0.02%

Hanlon Investment Management, Inc.

8.71K

Jun 30, 26

-3.67K

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

8.50K

Jun 30, 26

0.02%

IHT Wealth Management, LLC

8.47K

Jun 30, 26

0.02%

Avidian Wealth Solutions, LLC

8.00K

Jun 30, 26

0.02%

Synergy Investment Management, LLC

7.74K

Jun 30, 26

+1.66K

0.02%

SYM FINANCIAL Corp

7.74K

Jun 30, 26

0.02%

HB Wealth Management, LLC

7.70K

Jun 30, 26

+7.70K

0.02%

Snowden Capital Advisors LLC

7.59K

Jun 30, 26

+7.59K

0.02%

EXCEL SECURITIES & ASSOCIATES, INC.

7.51K

Jun 30, 26

+3.67K

0.02%

AE Wealth Management LLC

6.57K

Jun 30, 26

+407

0.01%

SITTNER & NELSON, LLC

5.50K

Jun 30, 26

+5.50K

0.01%

Capital Analysts, LLC

5.17K

Jun 30, 26

+1.43K

0.01%

Ashton Thomas Private Wealth, LLC

5.03K

Jun 30, 26

+1.80K

0.01%

Farther Finance Advisors, LLC

4.20K

Jun 30, 26

+3.23K

0.01%

CoreCap Advisors, LLC

4.13K

Jun 30, 26

+165

0.01%

BlackRock, Inc.

3.53K

Jun 30, 26

+3.53K

0.01%

PRIVATE TRUST CO NA

2.99K

Jun 30, 26

+637

0.01%

NBC SECURITIES, INC.

2.91K

Jun 30, 26

0.01%

Allworth Financial LP

2.14K

Jun 30, 26

-57

0.00%

Global Retirement Partners, LLC

2.05K

Jun 30, 26

+2.05K

0.00%

Continuum Advisory, LLC

1.60K

Jun 30, 26

+1.60K

0.00%

Lodestone Wealth Management LLC

1.56K

Jun 30, 26

-402

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.30K

Jun 30, 26

+831

0.00%

Silver Grove Financial Group, Inc.

851

Jun 30, 26

+851

0.00%

UBS Group AG

700

Jun 30, 26

-2.01K

0.00%

CX Institutional

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+19

0.00%

Independent Advisor Alliance

Jun 30, 26

-9.30K

Sovran Advisors, LLC

Jun 30, 26

-7.97K

FLORIDA FINANCIAL ADVISORS, LLC

Jun 30, 26

-8.25K

SFG Wealth Management, LLC.

Jun 30, 26

-32.38K

Royal Harbor Partners, LLC

Jun 30, 26

-110.98K

Stonebridge Financial Group, LLC

Jun 30, 26

-8.41K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-8.81K

JANE STREET GROUP, LLC

Jun 30, 26

-137.97K

HighPoint Advisor Group LLC

Jun 30, 26

-12.47K

OLD MISSION CAPITAL LLC

Jun 30, 26

-93.96K

Valmark Advisers, Inc.

Jun 30, 26

-8.09K

Financial Connections Group, Inc.

190.87K

Mar 31, 26

+13.76K

0.42%

CWM, LLC

109.98K

Mar 31, 26

+109.94K

0.24%

U.S. Capital Wealth Advisors, LLC

33.27K

Mar 31, 26

0.07%

COMERICA BANK

1.71K

Dec 31, 25

-1.27K

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.35K

OAK HILL WEALTH ADVISORS, LLC

26.55K

Sep 30, 25

+8.12K

0.06%

Atria Wealth Solutions, Inc.

27.42K

Jun 30, 25

-18.11K

0.06%

AVANTAX ADVISORY SERVICES, INC.

17.88K

Jun 30, 25

+3.39K

0.04%

First Horizon Advisors, Inc.

2.67K

Jun 30, 25

+91

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

100

Jun 30, 25

+100

0.00%

Orion Portfolio Solutions, LLC

87.84K

Mar 31, 25

+4.78K

0.19%

WR Wealth Planners, LLC

1.13K

Dec 31, 24

-1.52K

0.00%

Pillar Wealth Advisors, LLC

Sep 30, 24

-12.91K

BENJAMIN F. EDWARDS & COMPANY, INC.

3.83K

Jun 30, 24

+619

0.01%

ICA Group Wealth Management, LLC

2.46K

Jun 30, 24

+1.30K

0.01%