CGMUCAPITAL GRP FIXED INCM ETF T
CUSIP 14020Y201 · Yahoo Finance ↗ · Google Finance ↗
Capital Grp Fixed Incm Etf T (CGMU) has 326 institutional holders in Filings Flow’s 13F database, together reporting 171.27M shares worth $4.5B as of Q1 2026. The largest reported holders are Capital International Investors, Envestnet Asset Management Inc, and Lpl Financial LLC.
Institutional Holders
326
Q1 2026
Reported Value
$4.5B
Ticker
CGMU
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 6.42% | $9M | 349.7K | Q1 2026 |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 5.86% | $9M | 326.6K | Q1 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 5.28% | $8M | 313.0K | Q1 2026 |
| J. Derek Lewis & Associates Inc.$445M AUM | 5.00% | $22M | 820.2K | Q1 2026 |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 4.89% | $6M | 224.7K | Q1 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 4.87% | $8M | 303.9K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 4.49% | $11M | 396.3K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 4.17% | $12M | 453.3K | Q1 2026 |
| Boulder Wealth Advisors, LLC$251M AUM | 3.68% | $9M | 340.2K | Q1 2026 |
| Alliance Private Wealth, LLC$288M AUM | 3.47% | $10M | 356.0K | Q1 2026 |
| Blue Chip Partners, LLC$1.4B AUM | 3.23% | $45M | 1.65M | Q1 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 2.98% | $5M | 187.9K | Q1 2026 |
| EnRich Financial Partners LLC$377M AUM | 2.92% | $11M | 405.6K | Q1 2026 |
| IMPACTfolio, LLC$235M AUM | 2.44% | $6M | 211.6K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 2.38% | $7M | 242.5K | Q1 2026 |
| Clear Trail Advisors, LLC$601M AUM | 2.32% | $14M | 512.2K | Q1 2026 |
| New England Capital Financial Advisors LLC$365M AUM | 2.10% | $8M | 282.8K | Q1 2026 |
| PENNEY FINANCIAL, LLC$261M AUM | 1.93% | $5M | 185.1K | Q1 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 1.62% | $2M | 91.8K | Q1 2026 |
| Skyline Advisors, Inc.$287M AUM | 1.56% | $4M | 164.3K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 1.55% | $34M | 1.27M | Q1 2026 |
| Capital Planning LLC$307M AUM | 1.49% | $5M | 169.1K | Q1 2026 |
| Trinity Wealth Management, LLC$315M AUM | 1.42% | $4M | 142.4K | Q1 2026 |
| Main Line Retirement Advisors, LLC$200M AUM | 1.36% | $3M | 100.4K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 1.34% | $25M | 906.1K | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 1.33% | $7M | 259.5K | Q1 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM | 1.31% | $2M | 61.7K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 1.18% | $30M | 1.12M | Q1 2026 |
| FWG Holdings, LLC$265M AUM | 1.17% | $3M | 113.7K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.15% | $5M | 179.6K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 1.08% | $4M | 148.3K | Q1 2026 |
| NavPoint Financial, Inc.$247M AUM | 1.05% | $3M | 95.9K | Q1 2026 |
| Capital Investment Management, Inc.$291M AUM | 0.98% | $3M | 105.2K | Q1 2026 |
| StrongBox Wealth, LLC$313M AUM | 0.97% | $3M | 112.1K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.96% | $4M | 138.7K | Q1 2026 |
| Tribridge Partners Financial LLC$242M AUM | 0.95% | $2M | 84.5K | Q1 2026 |
| Melone Private Wealth, LLC$263M AUM | 0.89% | $2M | 80.6K | Q1 2026 |
| Financial Council, LLC$259M AUM | 0.89% | $2M | 84.6K | Q1 2026 |
| Leverty Financial Group, LLC$452M AUM | 0.87% | $4M | 144.2K | Q1 2026 |
| Freedom Financial Partners LLC$281M AUM | 0.85% | $2M | 87.8K | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 0.83% | $10M | 385.6K | Q1 2026 |
| Smith Thornton Advisors LLC$199M AUM | 0.82% | $2M | 60.2K | Q1 2026 |
| Entruity Wealth, LLC$147M AUM | 0.79% | $1M | 43.1K | Q1 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.76% | $5M | 180.4K | Q1 2026 |
| LifeGoal Investments, LLC$218M AUM | 0.75% | $1M | 48.2K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.73% | $40M | 1.48M | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.73% | $9M | 327.8K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.73% | $43M | 1.59M | Q1 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 0.70% | $2M | 75.7K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.66% | $21M | 760.4K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.61% | $7M | 274.3K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.60% | $3M | 95.7K | Q1 2026 |
| Aurdan Capital Management, LLC$333M AUM | 0.58% | $2M | 71.8K | Q1 2026 |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.57% | $1M | 49.1K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.56% | $6M | 202.8K | Q1 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.54% | $1M | 45.4K | Q1 2026 |
| Cannon Financial Strategists, Inc.$761M AUM | 0.53% | $4M | 149.0K | Q1 2026 |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.53% | $561,578 | 20.5K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.53% | $1M | 38.4K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.52% | $8M | 310.0K | Q1 2026 |
| Bank of Marin$137M AUM | 0.51% | $703,863 | 25.9K | Q1 2026 |
| Thrive Wealth Management, LLC$787M AUM | 0.50% | $3M | 123.7K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.49% | $9M | 321.2K | Q1 2026 |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.48% | $3M | 94.5K | Q3 2025OLDER |
| VestGen Investment Management$181M AUM | 0.47% | $844,854 | 31.1K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.44% | $2M | 83.8K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.43% | $606,194 | 22.3K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.41% | $4M | 136.8K | Q1 2026 |
| Next Level Wealth Planning, LLC$195M AUM | 0.40% | $770,028 | 28.4K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.39% | $36M | 1.31M | Q1 2026 |
| Fi3 FINANCIAL ADVISORS, LLC$346M AUM | 0.39% | $1M | 50.2K | Q1 2026 |
| SK Wealth Management, LLC$360M AUM | 0.39% | $1M | 51.7K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.37% | $3M | 112.6K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.37% | $4M | 153.0K | Q1 2026 |
| Intergy Private Wealth, LLC$341M AUM | 0.35% | $1M | 43.9K | Q1 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 0.34% | $4M | 154.0K | Q1 2026 |
| TrueWealth Advisors, LLC$444M AUM | 0.34% | $1M | 49.8K | Q1 2026 |
| M Wealth Management, LLC$119M AUM | 0.33% | $393,730 | 14.5K | Q1 2026 |
| Spinnaker Investment Group, LLC$491M AUM | 0.32% | $2M | 57.0K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.31% | $7M | 254.2K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.30% | $3M | 106.6K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.30% | $4M | 129.0K | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.30% | $1.3B | 46.71M | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.30% | $1M | 45.1K | Q1 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.29% | $541,336 | 19.9K | Q1 2026 |
| Duncan Williams Asset Management, LLC$361M AUM | 0.29% | $1M | 38.5K | Q1 2026 |
| COFG Advisors, LLC$404M AUM | 0.29% | $1M | 42.8K | Q1 2026 |
| Carson Advisory Inc.$193M AUM | 0.29% | $551,091 | 20.3K | Q1 2026 |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.28% | $2M | 78.9K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 0.25% | $2M | 66.4K | Q1 2026 |
| Transcendent Capital Group LLC$219M AUM | 0.25% | $556,559 | 20.5K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.25% | $4M | 149.2K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.24% | $440,228 | 16.2K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.24% | $528,403 | 19.5K | Q1 2026 |
| DiPaolo Financial Group, Inc.$153M AUM | 0.23% | $312,252 | 11.5K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.22% | $951,753 | 35.1K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.22% | $3M | 98.2K | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.22% | $818,566 | 30.1K | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.22% | $2M | 69.2K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.21% | $3M | 128.8K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 0.21% | $2M | 57.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.20% | $14M | 498.6K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.20% | $1M | 50.9K | Q1 2026 |
| Vantus Wealth LLC$136M AUM | 0.20% | $266,270 | 9.7K | Q4 2025OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.20% | $725,363 | 26.7K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.19% | $3M | 97.6K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.19% | $594,585 | 21.9K | Q1 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.19% | $229,375 | 8.4K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.19% | $4M | 136.6K | Q1 2026 |
| Family Manage LLC$834M AUM | 0.19% | $2M | 58.0K | Q1 2026 |
| Souders Financial Advisors$876M AUM | 0.18% | $2M | 59.6K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.18% | $2M | 85.7K | Q1 2026 |
| Beacon Capital Management, Inc.$1.8B AUM | 0.18% | $3M | 120.0K | Q1 2026 |
| Madison Wealth Partners, Inc$627M AUM | 0.18% | $1M | 41.8K | Q1 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.17% | $549,228 | 20.2K | Q1 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.17% | $544,520 | 20.1K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.16% | $202,461 | 7.5K | Q1 2026 |
| Ballew Advisors, Inc$194M AUM | 0.16% | $288,691 | 10.5K | Q1 2026 |
| Burton Enright Welch$736M AUM | 0.16% | $1M | 43.6K | Q1 2026 |
| Wealth Group Ltd$439M AUM | 0.16% | $703,511 | 25.9K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.16% | $4M | 150.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.16% | $19M | 687.1K | Q1 2026 |
| Jones Kertz & Associates, Inc.$188M AUM | 0.16% | $297,130 | 10.9K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.16% | $6M | 230.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.16% | $56M | 2.06M | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.15% | $12M | 450.1K | Q1 2026 |
| Midwest Heritage Bank, FSB$312M AUM | 0.15% | $469,198 | 17.3K | Q1 2026 |
| Capital Management Associates, Inc$442M AUM | 0.15% | $662,851 | 24.4K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.15% | $6M | 231.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.15% | $238M | 8.76M | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.15% | $27M | 1.01M | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.14% | $132M | 4.88M | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.14% | $1M | 50.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.13% | $7M | 253.2K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.13% | $2M | 67.5K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.13% | $324,513 | 12.0K | Q1 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 0.13% | $296,441 | 10.9K | Q1 2026 |
| Bill Few Associates, Inc.$470M AUM | 0.13% | $529,289 | 19.5K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.13% | $745,807 | 27.5K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.12% | $1M | 51.1K | Q1 2026 |
| Charter Capital Management, LLC\DE$200M AUM | 0.12% | $241,314 | 8.9K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.12% | $201,344 | 7.4K | Q1 2026 |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.12% | $861,436 | 31.7K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.12% | $5M | 192.3K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.12% | $25M | 908.6K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.11% | $2M | 74.4K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.11% | $162,835 | 6.0K | Q1 2026 |
| Burford Brothers, Inc.$244M AUM | 0.11% | $276,821 | 10.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.11% | $80M | 2.95M | Q1 2026 |
| CLG LLC$403M AUM | 0.11% | $448,906 | 16.5K | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.11% | $414,473 | 15.3K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.11% | $5M | 188.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.11% | $4M | 151.6K | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.11% | $254,993 | 9.4K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.10% | $2M | 76.9K | Q1 2026 |
| Capital Planning Advisors, LLC$692M AUM | 0.10% | $703,864 | 25.9K | Q1 2026 |
| KWB Wealth$1.0B AUM | 0.10% | $1M | 37.5K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.10% | $7M | 275.8K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.09% | $227,639 | 8.4K | Q1 2026 |
| Peterson Wealth Advisors, LLC$752M AUM | 0.09% | $705,285 | 26.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.09% | $349M | 12.84M | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.09% | $209,864 | 7.9K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.09% | $63M | 2.32M | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.09% | $9M | 334.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.09% | $6M | 205.4K | Q1 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.09% | $242,314 | 8.9K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.09% | $2M | 81.5K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.09% | $363,268 | 13.4K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.08% | $486,800 | 17.9K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $314,506 | 11.6K | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.08% | $217,200 | 8.0K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.08% | $1M | 50.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.07% | $276M | 10.16M | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $816,781 | 30.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.07% | $34M | 1.25M | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.07% | $407,114 | 15.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.07% | $2M | 64.9K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.07% | $321,185 | 11.8K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.07% | $644,694 | 23.7K | Q1 2026 |
| DeDora Capital, Inc.$408M AUM | 0.07% | $271,651 | 10.0K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.07% | $13M | 494.9K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 146.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $17M | 608.1K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.06% | $548,312 | 20.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.06% | $2M | 59.5K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.06% | $2M | 70.4K | Q1 2026 |
| CWS Financial Advisors, LLC$390M AUM | 0.06% | $226,070 | 8.3K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.06% | $202,050 | 7.4K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 53.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.05% | $57M | 2.09M | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.05% | $421,531 | 15.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.05% | $107M | 3.95M | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.05% | $4M | 164.5K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $964,504 | 35.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 102.0K | Q4 2025OLDER |
| Keystone Financial Group$1.5B AUM | 0.05% | $723,547 | 26.6K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 40.7K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.05% | $677,284 | 24.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.05% | $10M | 354.5K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $620,239 | 22.8K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.04% | $361,204 | 13.3K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.04% | $3M | 94.9K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.04% | $8M | 279.6K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 66.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 97.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $3M | 113.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $204M | 7.52M | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 88.5K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.04% | $480,935 | 17.7K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $3M | 122.7K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $977,671 | 36.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 72.8K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $3M | 96.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 46.0K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $635,473 | 23.4K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $947,955 | 34.9K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.03% | $352,348 | 13.2K | Q2 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.03% | $812,138 | 29.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $21M | 765.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 156.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 179.9K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $215,761 | 7.9K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.03% | $446,862 | 16.5K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $26M | 965.3K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $302,125 | 11.1K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.02% | $248,613 | 9.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $77M | 2.83M | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $528,976 | 19.5K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $850,865 | 31.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 158.3K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.02% | $259,052 | 9.7K | Q2 2025OLDER |
| Wellington Grp LLC$300M AUM | 0.02% | $58,456 | 2.1K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $317,672 | 11.6K | Q4 2025OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.02% | $26,580 | 979 | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.02% | $377,149 | 13.9K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $322,488 | 11.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 180.0K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $119M | 4.38M | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $627,817 | 23.1K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $309,933 | 11.4K | Q3 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $543,000 | 20.0K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.02% | $531,559 | 19.6K | Q1 2026 |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.02% | $490,166 | 18.1K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $810,384 | 29.8K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $302,696 | 11.1K | Q1 2026 |
| Clark Wealth Partners$149M AUM | 0.02% | $23,920 | 881 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $53,268 | 2.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $748,390 | 27.6K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $249,875 | 9.2K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $30,272 | 1.1K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $246M | 8.99M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $9M | 338.9K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $246,169 | 9.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $3M | 97.5K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $4M | 129.6K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 247.6K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $414,568 | 15.3K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $546,138 | 20.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 196.0K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $196,023 | 7.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $93,647 | 3.4K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $281,829 | 10.4K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $454,005 | 16.7K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $44,200 | 1.6K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $272,559 | 10.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 40.9K | Q1 2026 |
| Glenview Trust Co$6.4B AUM | 0.01% | $515,415 | 19.0K | Q1 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.01% | $210,931 | 7.7K | Q1 2026 |
| MOTCO$1.1B AUM | 0.01% | $85,848 | 3.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 157.1K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $401,345 | 14.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 97.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $597,675 | 22.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $480,610 | 17.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $37M | 1.35M | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 166.6K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $354,389 | 13.1K | Q1 2026 |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.01% | $495,868 | 18.3K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $165,567 | 6.0K | Q4 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.00% | $21,856 | 805 | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $440,400 | 16.2K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $788,126 | 29.0K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $101,975 | 3.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $484,330 | 17.8K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $601,561 | 22.2K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $458,881 | 17.2K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $46M | 1.70M | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $291,754 | 10.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 74.8K | Q4 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $8,145 | 300 | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $364,780 | 13.4K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 54.6K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $98,993 | 3.7K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 73.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $18M | 647.8K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $400,981 | 14.8K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $161,001 | 5.9K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $516,592 | 19.0K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $31,005 | 1.1K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $124,606 | 4.6K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $26M | 974.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $225,942 | 8.3K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $218,136 | 8.0K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 286.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $33,340 | 1.2K | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $3,790 | 142 | Q2 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $586,169 | 21.6K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $10,534 | 386 | Q3 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $8,767 | 323 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $103,767 | 3.8K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,629 | 60 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 101.1K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $403,232 | 14.9K | Q1 2026 |
| Community Bank, N.A.$840M AUM | 0.00% | $3,640 | 133 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $345,156 | 12.7K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $12,652 | 466 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $53,630 | 2.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 58.3K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,305 | 195 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,665 | 135 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,209 | 155 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $86,392 | 3.2K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $58,046 | 2.1K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $700,551 | 25.8K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $337,257 | 12.4K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $180,222 | 6.6K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $347,726 | 12.7K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $4,941 | 182 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $751 | 28 | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $29,865 | 1.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $7 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.