CAPITAL GRP FIXED INCM ETF T
CUSIP 14020Y409
Capital Grp Fixed Incm Etf T has 187 institutional holders in Filings Flow’s 13F database, together reporting 55.02M shares worth $1.4B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Cetera Investment Advisers.
Institutional Holders
187
Q1 2026
Reported Value
$1.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Thayer Financial, L.L.C.$110M AUM | 10.80% | $12M | 461.8K | Q2 2026 |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 7.04% | $9M | 342.3K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 5.53% | $27M | 1.03M | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 4.52% | $7M | 266.9K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 4.03% | $9M | 352.3K | Q2 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 3.29% | $15M | 581.8K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 3.28% | $15M | 568.0K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 2.63% | $7M | 257.3K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 2.43% | $4M | 138.8K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 2.25% | $4M | 161.6K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 2.12% | $4M | 140.9K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 2.12% | $4M | 141.7K | Q1 2026OLDER |
| Troutman Wealth Management, LLC$120M AUM | 2.06% | $2M | 95.9K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 1.77% | $5M | 187.0K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 1.66% | $22M | 866.5K | Q1 2026OLDER |
| Freestate Advisors LLC$134M AUM | 1.56% | $2M | 81.3K | Q2 2026 |
| Souders Financial Advisors$876M AUM | 1.44% | $13M | 490.0K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 1.36% | $3M | 109.6K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.12% | $7M | 282.0K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 1.04% | $62M | 2.39M | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.87% | $2M | 67.3K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.80% | $9M | 343.8K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 0.66% | $965,446 | 37.4K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.62% | $3M | 98.4K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.60% | $2M | 93.1K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.56% | $829,697 | 31.9K | Q4 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.52% | $2M | 74.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.48% | $4M | 165.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.45% | $2M | 87.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.41% | $42M | 1.62M | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.41% | $5M | 193.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.38% | $51M | 1.98M | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.34% | $3,755 | 144.4K | Q4 2025OLDER |
| RFP Financial Group LLC$184M AUM | 0.33% | $608,942 | 23.6K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.32% | $982,058 | 38.1K | Q1 2026OLDER |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 0.32% | $404,155 | 15.7K | Q1 2026OLDER |
| Eaton Financial Holdings Company, LLC$305M AUM | 0.31% | $950,874 | 36.9K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.28% | $761,269 | 29.5K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.28% | $761,269 | 29.5K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.28% | $1M | 45.7K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.27% | $660,662 | 25.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.27% | $3M | 132.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.27% | $1M | 57.3K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.26% | $2M | 77.8K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.24% | $970,631 | 37.4K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.24% | $3M | 113.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.23% | $4M | 168.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.22% | $3M | 125.1K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.22% | $2M | 60.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.20% | $16M | 615.3K | Q1 2026OLDER |
| Aurdan Capital Management, LLC$333M AUM | 0.19% | $630,705 | 24.5K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.18% | $212,510 | 8.2K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.17% | $2M | 64.4K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 0.15% | $230,821 | 8.9K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.15% | $362,685 | 14.1K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.15% | $13M | 488.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.15% | $3M | 130.5K | Q4 2025OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.13% | $467,637 | 18.1K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.13% | $637,434 | 24.7K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.12% | $454,498 | 17.6K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.12% | $1M | 57.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.11% | $6M | 244.3K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.11% | $484,467 | 18.8K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.11% | $6M | 240.1K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.11% | $563,982 | 21.7K | Q3 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.10% | $1M | 51.0K | Q2 2026 |
| Capital Planning Advisors, LLC$692M AUM | 0.10% | $676,781 | 26.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.09% | $62M | 2.40M | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.09% | $378,692 | 14.7K | Q1 2026OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.08% | $263,574 | 10.2K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 0.08% | $358,838 | 13.9K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.08% | $698,144 | 27.1K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.07% | $1M | 39.0K | Q2 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.07% | $211,865 | 8.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $64M | 2.49M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $13M | 520.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.06% | $4M | 145.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 54.3K | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.05% | $500,531 | 19.3K | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.05% | $972,747 | 37.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $31M | 1.20M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $177M | 6.88M | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.05% | $87,893 | 3.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 85.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $31M | 1.19M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $9M | 350.9K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.04% | $168,177 | 6.5K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.04% | $442,531 | 17.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $82,012 | 3.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $11M | 440.5K | Q2 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.04% | $1M | 40.8K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.04% | $370,174 | 14.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $2M | 89.3K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.03% | $207,632 | 8.0K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $602,617 | 23.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $863,220 | 33.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $12M | 461.1K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.03% | $205,572 | 8.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $15M | 588.9K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.03% | $31,361 | 1.2K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $409,123 | 15.9K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.03% | $54,881 | 2.1K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.03% | $208,243 | 8.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.03% | $741,484 | 28.7K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.02% | $200,620 | 7.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $275,788 | 10.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.02% | $74,791 | 2.9K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $278,590 | 10.7K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 68.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $44M | 1.72M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 215.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $22M | 869.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $387,654 | 15.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $448,697 | 17.4K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $685,952 | 26.7K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 57.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $506,309 | 19.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 64.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 39.3K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.02% | $257,900 | 10.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $529,769 | 20.5K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $268,772 | 10.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 85.0K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $231,128 | 9.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $365,804 | 14.1K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $50M | 1.92M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $480,184 | 18.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $556,409 | 21.6K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $740,895 | 28.7K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $289,390 | 11.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 50.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $58M | 2.25M | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $35M | 1.35M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $155M | 5.94M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $512,657 | 19.7K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $217,834 | 8.4K | Q4 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.01% | $10,187 | 395 | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $240,977 | 9.3K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $14,159 | 549 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 51.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 166.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $549,122 | 21.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $39M | 1.53M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 186.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $774,479 | 30.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $251,504 | 9.8K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $522,721 | 20.3K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $324,411 | 12.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $901,567 | 35.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $328,700 | 12.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $9M | 336.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 223.6K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $71,180 | 2.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $33M | 1.28M | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $208,693 | 8.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $131,042 | 5.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $244,771 | 9.5K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $899,884 | 34.9K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $132,196 | 5.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $389,016 | 15.1K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $809,506 | 31.4K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $35,582 | 1.4K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 128.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $351,036 | 13.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $215,883 | 8.3K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $292,613 | 11.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $286,087 | 11.1K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $74,791 | 2.9K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $15,094 | 581 | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $102,309 | 4.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $443,897 | 17.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $257,900 | 10.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 56.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $38,586 | 1.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $35,038 | 1.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $22,901 | 888 | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $1,844 | 71 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $249,816 | 9.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $27,811 | 1.1K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $11M | 405.5K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $295,942 | 11.4K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $26,836 | 1.0K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 243.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $409,597 | 15.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $361,627 | 14.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $158,594 | 6.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 136.7K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.00% | $2M | 73.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,966 | 193 | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $306,899 | 11.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,017 | 117 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $434,239 | 16.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $621,952 | 24.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $15,116 | 586 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $72,276 | 2.8K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $129 | 5 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.