How many institutions own CGSM stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CGSM shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Capital Group Short Duration Municipal Income ETF stock?

SIMPLICITY WEALTH,LLC, in the last quarter, reduced its stake in CGSM by -9.89% restricting it's holding to 62 thousand shares of worth nearly $1.63M. BETA WEALTH GROUP, INC. also lessened -15.92% of the CGSM shares from its portfolio, reducing its holding to 63.24 thousand shares of worth $1.67M. JACOBI CAPITAL MANAGEMENT LLC also shunned CGSM shares holding by -8.39% last quarter which brought its holding to 76.98 thousand shares worth $2.03M.

Investors who are buying CGSM stock?

As per its latest 13F filing, CAPITAL INTERNATIONAL INVESTORS increased its stake in CGSM by 0.97% in the last quarter. The institutional holder raised its holding to 13.03 million shares having worth more than $343.12M. EVERSOURCE WEALTH ADVISORS, LLC also added 22.91% more shares of CGSM to its portfolio, raising its holding to 72.1 thousand shares of worth $1.90M. TRIBRIDGE PARTNERS FINANCIAL LLC also increased its CGSM shares holding by 60.03% which brought its holding to 73.02 thousand shares worth $1.92M.

CGSM's major insiders: who are they?

The insider with the most stakes in CGSM is N/A , N/A at the company. Additionally, CGSM stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell CGSM stock?

Company executives, directors, and other insiders own N/A percent of Capital Group Short Duration Municipal Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which CGSM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CGSM stock?

There have been 0 transaction(s) during the past 6-months in which Capital Group Short Duration Municipal Income ETF insiders have bought stock, totalling 0 shares

How much of CGSM does insiders own?

Around 0 Capital Group Short Duration Municipal Income ETF shares are held by insiders, which represents about N/A of CGSM stock.

Who is the insider with the largest stake?

CGSM N/A, N/A holds the largest portfolio of the company's shares. CGSM shares owned by N/A total nearly -.

Which institution holds the most shares in CGSM?

CAPITAL INTERNATIONAL INVESTORS is the largest institutional owner in CGSM which holds 13.03 million shares worth $343.12M or 34.74% of the total CGSM shares outstanding followed by SIMPLICITY WEALTH,LLC with ownership of 62 thousand shares representing 0.17% of the CGSM ownership. EVERSOURCE WEALTH ADVISORS, LLC is the third largest stakeholder with 72.1 thousand shares or 0.19% of the ownership worth more than $1.90M.

Is Capital Group Short Duration Municipal Income ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CGSM is concerned, it is a stock which is not optionable.

Is there a short position on CGSM's shares?

Number of CGSM shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CGSM shares are there?

As of today, null shares of CGSM are outstanding.

Is there many float in CGSM stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CGSM has null shares in float.

CGSM short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CGSM is null.

Capital Group Short Duration Municipal Income ETF (CGSM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. CAPITAL INTERNATIONAL INVESTORS is the top corporate investor, holding 13.03M shares valued at $343.12M. A 34.74% stake in Capital Group Short Duration Municipal Income ETF is owned by the company. SIMPLICITY WEALTH,LLC owns 62K shares valued at $1.63M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	34.74%	13.03M	343.12M	125.13K	+0.97%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.17%	62K	1.63M	-6.81K	-9.89%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.19%	72.1K	1.9M	13.44K	+22.91%
Dec 31, 2025	TRIBRIDGE PARTNERS FINANCIAL LLC	0.2%	73.02K	1.92M	27.39K	+60.03%
Dec 31, 2025	BETA WEALTH GROUP, INC.	0.17%	63.24K	1.67M	-11.97K	-15.92%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.17%	61.18K	1.61M	61.18K	+100.00%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.21%	76.98K	2.03M	-7.05K	-8.39%
Dec 31, 2025	BOULDER WEALTH ADVISORS, LLC	0.22%	82.48K	2.17M	82.48K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	88.28K	2.33M	7.59K	+9.41%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.33%	120.61K	3.18M	120.61K	+100.00%
Dec 31, 2025	ASSETMARK, INC	0.37%	131.77K	3.47M	12.72K	+10.68%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.39%	145.28K	3.83M	72.37K	+99.26%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.4%	149.68K	3.94M	18.06K	+13.72%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	164.3K	4.34M	10.8K	+7.04%
Dec 31, 2025	HARTMANN TAYLOR WEALTH MANAGEMENT, LLC	0.46%	164.79K	4.34M	20.69K	+14.36%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.46%	171.56K	4.52M	73.18K	+74.38%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.48%	178.88K	4.71M	17.86K	+11.09%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.62%	230.81K	6.08M	11.75K	+5.36%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.24%	88.84K	2.34M	22.75K	+34.43%
Dec 31, 2025	BETTERMENT LLC	0.25%	94.01K	2.48M	1.29K	+1.39%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.27%	101.71K	2.68M	22.64K	+28.63%
Dec 31, 2025	PUREFI WEALTH, LLC	0.27%	98.11K	2.58M	206	+0.21%
Dec 31, 2025	ROYAL HARBOR PARTNERS, LLC	0.28%	106.51K	2.81M	2.86K	+2.76%
Dec 31, 2025	ROYAL BANK OF CANADA	0.47%	176.05K	4.64M	2.15K	+1.23%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	344.03K	9.06M	58.55K	+20.51%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.04%	388.25K	10.23M	87.97K	+29.30%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.07%	402.08K	10.59M	9.64K	+2.46%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.87%	701.01K	18.46M	142.69K	+25.56%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.3%	860.85K	22.67M	57.55K	+7.16%
Dec 31, 2025	LPL FINANCIAL LLC	4.24%	1.59M	41.86M	320.32K	+25.24%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.07%	2.65M	69.72M	485.22K	+22.45%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	77.19K	2.03M	31.21K	+67.88%
Dec 31, 2025	STONEX GROUP INC.	0.3%	113.29K	2.99M	6.79K	+6.38%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.33%	123.73K	3.26M	5.14K	+4.34%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.95%	357.69K	9.42M	210.17K	+142.47%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.07%	386.68K	10.19M	279.65K	+261.29%
Dec 31, 2025	SEI INVESTMENTS CO	0.2%	74.16K	1.95M	25.86K	+53.56%
Dec 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.49%	177.11K	4.67M	-1.83K	-1.02%
Dec 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.2%	70.79K	1.86M	8.54K	+13.72%
Dec 31, 2025		0.21%	77.45K	2.04M	77.45K	+100.00%
Dec 31, 2025	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	0.24%	85.53K	2.25M	3.91K	+4.79%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.72%	271.76K	7.16M	65.57K	+31.80%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.65%	616.16K	16.23M	176.25K	+40.07%
Dec 31, 2025	MORGAN STANLEY	7.56%	2.83M	74.54M	48.08K	+1.73%
Dec 31, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.1%	38.49K	1.01M	19.2K	+99.51%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.1%	37.25K	981.17K	37.25K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.1%	38.91K	1.03M	653	+1.71%
Dec 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.11%	40.28K	1.06M	4.92K	+13.93%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.12%	45.03K	1.19M	-80.77K	-64.21%
Dec 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.13%	47.01K	1.24M	-913	-1.91%
Dec 31, 2025	FORTRESS WEALTH GROUP, LLC	0.15%	52.85K	1.4M	52.85K	+100.00%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.15%	55.57K	1.46M	5.82K	+11.70%
Dec 31, 2025	SMITH THORNTON ADVISORS LLC	0.17%	59.89K	1.58M	1K	+1.70%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.25%	92.09K	2.43M	23.17K	+33.63%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.79%	294.74K	7.76M	19.6K	+7.12%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.03%	386.71K	10.19M	36.97K	+10.57%
Dec 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	2.08%	778.98K	20.52M	133.08K	+20.60%
Sep 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.19%	62.25K	1.64M	-381	-0.61%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.64%	206.19K	5.44M	11.8K	+6.07%
Sep 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.55%	178.94K	4.72M	10.7K	+6.36%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	80.68K	2.13M	-141.73K	-63.72%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.09%	28.42K	749.15K	3.87K	+15.74%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	45.98K	1.21M	26.15K	+131.87%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.37%	118.59K	3.13M	29.43K	+33.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.33%	107.03K	2.82M	11.99K	+12.62%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.3%	98.39K	2.59M	26.82K	+37.47%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.12%	38.26K	1.01M	5.62K	+17.22%
Sep 30, 2025	SOUDERS FINANCIAL ADVISORS	0.09%	29.17K	768.82K	0	0
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.09%	27.61K	727.9K	9.48K	+52.24%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.08%	27.24K	718.03K	18.55K	+213.63%
Sep 30, 2025	OAK HILL WEALTH ADVISORS, LLC	0.08%	26.55K	699.94K	8.12K	+44.04%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	25.25K	665.69K	0	0
Sep 30, 2025	PETERSON WEALTH ADVISORS, LLC	0.07%	23.9K	630.29K	12.89K	+117.11%
Sep 30, 2025	GWN SECURITIES INC.	0.07%	22.07K	582.04K	1.87K	+9.28%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	21.68K	571.49K	21.68K	+100.00%
Sep 30, 2025	RICHARDS, MERRILL & PETERSON, INC.	0.06%	19.9K	524.56K	1K	+5.29%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.06%	19.35K	510.13K	3.14K	+19.36%
Sep 30, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.06%	19.29K	508.48K	19.29K	+100.00%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.39%	125.79K	3.32M	67.99K	+117.64%
Sep 30, 2025	PUREFI WEALTH, LLC	0.3%	97.91K	2.58M	-333.58K	-77.31%
Sep 30, 2025	BETTERMENT LLC	0.29%	92.72K	2.44M	-25.85K	-21.80%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.23%	72.91K	1.92M	51.5K	+240.47%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.21%	68.81K	1.81M	-17.4K	-20.18%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.15%	49.75K	1.31M	-11.71K	-19.05%
Sep 30, 2025	SEI INVESTMENTS CO	0.15%	48.29K	1.27M	25.04K	+107.68%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.15%	47.92K	1.26M	5.66K	+13.40%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	46.68K	1.23M	46.68K	+100.00%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.26%	84.03K	2.21M	52.15K	+163.55%
Sep 30, 2025	JANE STREET GROUP, LLC	0.14%	46.55K	1.23M	-19.02K	-29.01%
Sep 30, 2025	TRIBRIDGE PARTNERS FINANCIAL LLC	0.14%	45.63K	1.2M	18.78K	+69.95%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.13%	41.44K	1.09M	41.44K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.54%	173.91K	4.58M	42.64K	+32.48%
Sep 30, 2025	BETA WEALTH GROUP, INC.	0.23%	75.21K	1.98M	-13.3K	-15.03%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	39.88%	12.9M	340.09M	694.62K	+5.69%
Sep 30, 2025	MORGAN STANLEY	8.6%	2.78M	73.33M	462.7K	+19.95%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.68%	2.16M	56.98M	454.83K	+26.65%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	153.5K	4.05M	-3.6K	-2.29%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	79.07K	2.08M	5.21K	+7.06%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.2%	66.09K	1.74M	13.45K	+25.54%
Sep 30, 2025	SMITH THORNTON ADVISORS LLC	0.18%	58.89K	1.55M	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.18%	58.66K	1.55M	-3.06K	-4.95%
Sep 30, 2025	LPL FINANCIAL LLC	3.92%	1.27M	33.45M	296.44K	+30.48%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.48%	803.3K	21.17M	74.56K	+10.23%
Sep 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	2%	645.9K	17.03M	300.79K	+87.16%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.73%	558.32K	14.72M	147.64K	+35.95%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.36%	439.91K	11.6M	413.85K	+1,588.44%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.21%	392.44K	10.34M	30.25K	+8.35%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.08%	349.74K	9.22M	56.08K	+19.10%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.93%	300.28K	7.93M	117.88K	+64.62%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.88%	285.48K	7.53M	180.6K	+172.19%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.85%	275.14K	7.25M	74.08K	+36.85%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.68%	219.07K	5.77M	-148.83K	-40.45%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.5%	161.02K	4.24M	67.6K	+72.36%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.46%	147.52K	3.89M	31.17K	+26.79%
Sep 30, 2025	HARTMANN TAYLOR WEALTH MANAGEMENT, LLC	0.45%	144.1K	3.8M	24.02K	+20.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.41%	131.62K	3.47M	3.73K	+2.91%
Sep 30, 2025	ASSETMARK, INC	0.37%	119.06K	3.14M	5.36K	+4.71%
Sep 30, 2025	STONEX GROUP INC.	0.33%	106.49K	2.81M	62.27K	+140.81%
Sep 30, 2025	ROYAL HARBOR PARTNERS, LLC	0.32%	103.65K	2.73M	35.96K	+53.13%
Sep 30, 2025	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	0.25%	81.62K	2.15M	16.39K	+25.12%
Sep 30, 2025	BISON WEALTH, LLC	0.22%	71.25K	1.88M	28.64K	+67.22%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.21%	68.92K	1.82M	8.12K	+13.35%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.45%	127.89K	3.34M	-2.13K	-1.64%
Jun 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.15%	42.26K	1.1M	1.92K	+4.75%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.12%	32.64K	851K	516	+1.61%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.11%	31.88K	831.5K	246	+0.78%
Jun 30, 2025	SOUDERS FINANCIAL ADVISORS	0.1%	29.17K	760.65K	3.87K	+15.28%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.1%	28.14K	734.87K	28.14K	+100.00%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	43.13%	12.21M	318.36M	-97.13K	-0.79%
Jun 30, 2025	MORGAN STANLEY	8.19%	2.32M	60.48M	903.37K	+63.81%
Jun 30, 2025	BETA WEALTH GROUP, INC.	0.31%	88.51K	2.31M	-142.97K	-61.76%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.3%	86.21K	2.25M	60.44K	+234.54%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.25%	71.57K	1.87M	19.52K	+37.50%
Jun 30, 2025	GWN SECURITIES INC.	0.07%	20.2K	526.98K	12.21K	+152.93%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.07%	19.83K	551.07K	19.83K	+100.00%
Jun 30, 2025	OAK HILL WEALTH ADVISORS, LLC	0.07%	18.43K	481.5K	-5.64K	-23.42%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.08%	21.42K	558.51K	21.42K	+100.00%
Jun 30, 2025		0.15%	42.61K	1.11M	3.93K	+10.16%
Jun 30, 2025	STONEX GROUP INC.	0.16%	44.22K	1.15M	44.22K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.79%	222.41K	5.8M	161.81K	+267.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	201.05K	5.24M	59.42K	+41.95%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.64%	182.4K	4.76M	132.78K	+267.55%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	25.25K	658.62K	0	0
Jun 30, 2025	RICHARDS, MERRILL & PETERSON, INC.	0.07%	18.9K	492.91K	0	0
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.06%	18.14K	473.07K	12	+0.07%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.06%	17.88K	466.4K	3.39K	+23.36%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.06%	16.83K	438.95K	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.57%	728.74K	19.01M	117.32K	+19.19%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.45%	410.68K	10.71M	32.91K	+8.71%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.3%	367.9K	9.59M	207.17K	+128.90%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	1.22%	345.11K	9M	264.89K	+330.16%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.04%	293.66K	7.66M	58.28K	+24.76%
Jun 30, 2025	ROYAL BANK OF CANADA	0.46%	131.27K	3.42M	-7.86K	-5.65%
Jun 30, 2025	BETTERMENT LLC	0.42%	118.56K	3.09M	-116.88K	-49.64%
Jun 30, 2025	PUREFI WEALTH, LLC	1.52%	431.49K	11.25M	-28.53K	-6.20%
Jun 30, 2025	HARTMANN TAYLOR WEALTH MANAGEMENT, LLC	0.42%	120.08K	3.13M	30.99K	+34.78%
Jun 30, 2025	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	0.23%	65.23K	1.7M	27.77K	+74.12%
Jun 30, 2025	BISON WEALTH, LLC	0.15%	42.61K	1.11M	3.93K	+10.16%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	116.35K	3.03M	60.62K	+108.78%
Jun 30, 2025	ASSETMARK, INC	0.4%	113.7K	2.97M	39.93K	+54.12%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	104.88K	2.74M	66.93K	+176.38%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.34%	95.04K	2.48M	5.44K	+6.08%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	93.42K	2.44M	93.42K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.32%	89.16K	2.33M	1.33K	+1.51%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.26%	73.86K	1.93M	-15.89K	-17.70%
Jun 30, 2025	ROYAL HARBOR PARTNERS, LLC	0.24%	67.68K	1.77M	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.23%	65.57K	1.71M	-52.09K	-44.27%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.2%	57.8K	1.51M	27.96K	+93.68%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.19%	52.64K	1.37M	21.56K	+69.37%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.1%	27.42K	715.22K	-18.11K	-39.77%
Jun 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.22%	62.63K	1.63M	21.81K	+53.43%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.56%	157.1K	4.1M	-2.39K	-1.50%
Jun 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.59%	168.24K	4.39M	37.3K	+28.48%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	194.39K	5.07M	36.01K	+22.74%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.28%	362.19K	9.45M	87.99K	+32.09%
Jun 30, 2025	LPL FINANCIAL LLC	3.44%	972.52K	25.36M	171.08K	+21.35%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.03%	1.71M	44.52M	129.3K	+8.20%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.17%	47.81K	1.25M	17.94K	+60.08%
Jun 30, 2025	SMITH THORNTON ADVISORS LLC	0.21%	58.89K	1.54M	4.4K	+8.07%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.22%	61.72K	1.61M	20.4K	+49.39%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.22%	61.45K	1.6M	-16.03K	-20.69%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.21%	60.8K	1.59M	51.5K	+553.76%
Mar 31, 2025	MORGAN STANLEY	5.61%	1.42M	36.82M	826.27K	+140.17%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.35%	87.84K	2.28M	4.78K	+5.75%
Mar 31, 2025	SOUDERS FINANCIAL ADVISORS	0.1%	25.3K	658.05K	15.33K	+153.84%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.1%	25.77K	670.25K	25.77K	+100.00%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	31.08K	808.31K	17.13K	+122.79%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.13%	31.64K	822.87K	9.76K	+44.63%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.25%	1.58M	41.03M	109.84K	+7.48%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	48.74%	12.3M	320.03M	87.51K	+0.72%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.52%	130.02K	3.38M	2.48K	+1.95%
Mar 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.52%	130.94K	3.41M	109.73K	+517.33%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.5%	377.77K	9.83M	51.44K	+15.76%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.21%	53.02K	1.38M	24.64K	+86.83%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	89.75K	2.33M	3.39K	+3.93%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.12%	29.87K	776.84K	29.87K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.47%	117.65K	3.06M	90.16K	+327.89%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.21%	52.05K	1.35M	0	0
Mar 31, 2025	SMITH THORNTON ADVISORS LLC	0.22%	54.49K	1.42M	5.48K	+11.18%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	55.73K	1.45M	55.73K	+100.00%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.42%	611.41K	15.9M	267.24K	+77.65%
Mar 31, 2025	ASSETMARK, INC	0.29%	73.78K	1.92M	1.68K	+2.32%
Mar 31, 2025	BETTERMENT LLC	0.93%	235.44K	6.12M	4.58K	+1.99%
Mar 31, 2025	JPMORGAN CHASE & CO	0.97%	244.36K	6.36M	242.99K	+17,736.72%
Mar 31, 2025	LPL FINANCIAL LLC	3.17%	801.44K	20.85M	174.83K	+27.90%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.09%	274.19K	7.13M	137.79K	+101.02%
Mar 31, 2025	STEPHENS INC /AR/	0.17%	43.86K	1.14M	-950	-2.12%
Mar 31, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.32%	80.23K	2.09M	-26.97K	-25.16%
Mar 31, 2025		0.15%	37.46K	973.59K	3.99K	+11.93%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	141.64K	3.68M	29.98K	+26.85%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.35%	87.84K	2.28M	4.78K	+5.75%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.63%	158.38K	4.12M	16.27K	+11.45%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.63%	159.49K	4.15M	3.67K	+2.36%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.12%	29.84K	776.22K	1K	+3.48%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.13%	32.12K	835K	584	+1.85%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.14%	34.75K	903.77K	34.75K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	37.95K	987.03K	21.73K	+133.99%
Mar 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.16%	40.34K	1.04M	0	0
Mar 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.16%	40.82K	1.06M	40.82K	+100.00%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.16%	41.31K	1.07M	-153	-0.37%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	60.6K	1.58M	18.33K	+43.36%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.18%	45.53K	1.19M	6.82K	+17.62%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	49.63K	1.29M	36.07K	+266.19%
Mar 31, 2025	ROYAL HARBOR PARTNERS, LLC	0.27%	67.68K	1.76M	0	0
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.31%	77.48K	2.02M	-9.6K	-11.03%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.64%	160.72K	4.18M	9.58K	+6.34%
Mar 31, 2025	BETA WEALTH GROUP, INC.	0.92%	231.49K	6.02M	-460	-0.20%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.93%	235.38K	6.12M	15.38K	+6.99%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.35%	89.6K	2.33M	9.07K	+11.27%
Mar 31, 2025	ROYAL BANK OF CANADA	0.55%	139.13K	3.62M	33.37K	+31.55%

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