Franklin Templeton ETF Trust - DIVI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Planning Group, LLC | History | Added to | 5,659,717 | 225,313 | 6.98% | 6.34% | 1 | +695,595 | 14.01% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 5,487,195 | 218,445 | 0.06% | 0.05% | 2 | +827,829 | 17.77% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,157,120 | 85,874 | 0.01% | 0.01% | 3 | +266,110 | 14.07% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 1,600,542 | 63,718 | 1.67% | 1.59% | 4 | +163,971 | 11.41% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 1,510,630 | 60,138 | 0.16% | 0.13% | 5 | +266,159 | 21.39% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,220,566 | 48,590 | 0.01% | 0.01% | 6 | +221,944 | 22.23% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 974,007 | 38,775 | 0.21% | 0.21% | 7 | -22,434 | -2.25% | Q1 2026 | May 05, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 852,674 | 33,944 | 4.75% | 4.59% | 8 | -467 | -0.05% | Q1 2026 | Apr 30, 2026 |
| MCF Advisors LLC | History | New | 812,187 | 32,333 | 1.42% | — | 9 | +812,187 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 778,052 | 30,974 | 0.11% | 0.1% | 10 | +39,477 | 5.35% | Q1 2026 | Jun 02, 2026 |
| Cetera Investment Advisers | History | Added to | 741,503 | 29,519 | 0.03% | 0.03% | 11 | +5,905 | 0.8% | Q1 2026 | May 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 739,650 | 29,445 | 8.81% | 8.71% | 12 | +12,704 | 1.75% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 730,408 | 29,077 | 0.02% | 0.02% | 13 | +62,021 | 9.28% | Q1 2026 | May 07, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 612,081 | 24,366 | 1.52% | 1.47% | 14 | +26,141 | 4.46% | Q1 2026 | Apr 27, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 590,157 | 23,494 | 6.42% | 5.92% | 15 | +1,786 | 0.3% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 567,769 | 22,602 | 0.99% | 1.01% | 16 | +16,708 | 3.03% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 471,580 | 18,773 | 0.29% | 0.05% | 17 | +403,566 | 593.36% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 452,005 | 17,994 | 0.0% | 0.0% | 18 | +85,159 | 23.21% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 435,270 | 17,328 | 0.0% | 0.01% | 19 | -122,340 | -21.94% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 425,349 | 16,933 | 0.21% | 0.21% | 20 | -8,127 | -1.87% | Q1 2026 | Apr 20, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 389,481 | 15,146 | 3.59% | 3.59% | 21 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 375,134 | 14,934 | 0.01% | 0.01% | 22 | +44,612 | 13.5% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 373,977 | 14,888 | 0.0% | 0.0% | 23 | +1,952 | 0.52% | Q1 2026 | May 04, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 360,114 | 14,336 | 3.01% | 2.83% | 24 | -4,453 | -1.22% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 350,957 | 13,971 | 0.0% | 0.0% | 25 | +164,939 | 88.67% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 330,037 | 13,138 | 0.02% | 0.02% | 26 | -35,861 | -9.8% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 296,148 | 11,790 | 0.03% | 0.03% | 27 | +2,004 | 0.68% | Q1 2026 | Apr 30, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 271,192 | 10,796 | 1.97% | 1.89% | 28 | +11,124 | 4.28% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 277,842 | 10,713 | 0.01% | 0.0% | 29 | +71,603 | 34.72% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 262,803 | 10,462 | 0.04% | 0.04% | 30 | +6,350 | 2.48% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 231,680 | 9,010 | 0.06% | 0.05% | 31 | +32,501 | 16.32% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 201,687 | 8,029 | 0.01% | 0.01% | 32 | +56,174 | 38.6% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 202,631 | 7,831 | 0.0% | 0.0% | 33 | -7,023 | -3.35% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 195,741 | 7,792 | 0.06% | — | 34 | +195,741 | New | Q1 2026 | May 15, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 186,924 | 7,441 | 1.04% | 0.98% | 35 | -3,237 | -1.7% | Q1 2026 | Apr 13, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 176,179 | 7,013 | 3.48% | 2.98% | 36 | +24,126 | 15.87% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 176,129 | 7,011 | 0.01% | 0.01% | 37 | +68,036 | 62.94% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 175,524 | 6,979 | 0.03% | 0.03% | 38 | +8,277 | 4.95% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 171,876 | 6,831 | 0.0% | 0.0% | 39 | +39,235 | 29.58% | Q1 2026 | May 15, 2026 |
| Joseph Group Capital Management | History | Added to | 171,595 | 6,831 | 1.71% | 1.63% | 40 | +11,977 | 7.5% | Q1 2026 | May 08, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 138,866 | 5,528 | 4.04% | 3.85% | 41 | +25 | 0.02% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 137,448 | 5,471 | 0.14% | 0.13% | 42 | -1,626 | -1.17% | Q1 2026 | Apr 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 131,815 | 5,247 | 0.31% | 0.32% | 43 | -6,205 | -4.5% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 127,938 | 5,093 | 0.03% | 0.02% | 44 | +31,253 | 32.32% | Q1 2026 | May 08, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 122,233 | 4,866 | 1.58% | 1.57% | 45 | +498 | 0.41% | Q1 2026 | May 01, 2026 |
| Sequent Planning LLC | History | Added to | 119,799 | 4,769 | 1.15% | 1.15% | 46 | +3,429 | 2.95% | Q1 2026 | Apr 21, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 119,302 | 4,749 | 2.78% | 2.67% | 47 | +371 | 0.31% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 118,768 | 4,727 | 0.09% | 0.03% | 48 | +76,579 | 181.51% | Q1 2026 | May 11, 2026 |
| Owen LaRue, LLC | History | Added to | 109,712 | 4,367 | 1.68% | 1.55% | 49 | +5,050 | 4.83% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 107,275 | 4,270 | 0.02% | 0.02% | 50 | -6,026 | -5.32% | Q1 2026 | Apr 24, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 104,462 | 4,158 | 1.05% | — | 51 | +104,462 | New | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 100,387 | 3,996 | 0.13% | — | 52 | +100,387 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 92,735 | 3,691 | 0.01% | 0.01% | 53 | -21,008 | -18.47% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 95,223 | 3,680 | 0.13% | 0.13% | 54 | +5,747 | 6.42% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 91,634 | 3,647 | 0.16% | 0.15% | 55 | +3,187 | 3.6% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 87,464 | 3,481 | 0.37% | 0.29% | 56 | +18,757 | 27.3% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 84,649 | 3,369 | 0.08% | 0.07% | 57 | +10,192 | 13.69% | Q1 2026 | May 15, 2026 |
| Midwest Financial Group LLC | History | Added to | 84,018 | 3,344 | 1.43% | 1.14% | 58 | +17,788 | 26.86% | Q1 2026 | Apr 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 81,527 | 3,245 | 0.52% | 0.43% | 59 | +96 | 0.12% | Q1 2026 | May 15, 2026 |
| Capital Investment Counsel, LLC | History | New | 79,752 | 3,174 | 0.43% | — | 60 | +79,752 | New | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 78,948 | 3,142 | 0.0% | — | 61 | +78,948 | New | Q1 2026 | May 15, 2026 |
| Powers Advisory Group, LLC | History | Added to | 78,461 | 3,123 | 1.1% | 0.79% | 62 | +24,293 | 44.85% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 76,472 | 3,044 | 0.04% | 0.04% | 63 | +1,243 | 1.65% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | Added to | 66,516 | 2,648 | 0.09% | 0.02% | 64 | +49,106 | 282.06% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 55,637 | 2,214 | 0.07% | 0.01% | 65 | +50,037 | 893.52% | Q1 2026 | Apr 08, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 55,225 | 2,198 | 1.6% | 1.49% | 66 | +2,198 | 4.15% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 53,793 | 2,141 | 0.0% | — | 67 | +53,793 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,903 | 2,026 | 0.07% | 0.06% | 68 | +7,027 | 16.02% | Q1 2026 | Apr 20, 2026 |
| OxenFree Capital LLC | History | Reduced | 47,431 | 2,008 | 0.97% | 1.09% | 69 | -6,073 | -11.35% | Q1 2026 | Apr 16, 2026 |
| Slagle Financial, LLC | History | Added to | 48,255 | 1,921 | 0.63% | 0.54% | 70 | +8,180 | 20.41% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 47,554 | 1,893 | 0.0% | 0.0% | 71 | +39,504 | 490.73% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Added to | 45,843 | 1,825 | 0.44% | 0.43% | 72 | +1,907 | 4.34% | Q1 2026 | Apr 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 45,000 | 1,791 | 0.59% | 0.64% | 73 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prostatis Group LLC | History | Added to | 44,197 | 1,759 | 0.45% | 0.17% | 74 | +26,037 | 143.38% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 42,103 | 1,676 | 0.03% | 0.03% | 75 | +1,017 | 2.48% | Q1 2026 | Apr 14, 2026 |
| Entelevest, LLC | History | Added to | 41,601 | 1,656 | 1.66% | 1.47% | 76 | +3,862 | 10.23% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,854 | 1,626 | 0.04% | 0.02% | 78 | +20,637 | 102.08% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 40,867 | 1,626 | 0.01% | 0.01% | 77 | -1,938 | -4.53% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 40,263 | 1,602 | 0.01% | 0.01% | 79 | +7,889 | 24.37% | Q1 2026 | May 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 39,538 | 1,573 | 0.31% | 0.31% | 80 | -331 | -0.83% | Q1 2026 | Apr 14, 2026 |
| Prota Financial, LLC | History | Added to | 38,622 | 1,537 | 1.11% | 0.83% | 81 | +8,889 | 29.9% | Q1 2026 | Apr 09, 2026 |
| RFG Advisory, LLC | History | Added to | 37,266 | 1,483 | 0.03% | 0.03% | 82 | +1,491 | 4.17% | Q1 2026 | Apr 17, 2026 |
| First Bank & Trust | History | Added to | 34,746 | 1,383 | 0.22% | 0.16% | 83 | +9,891 | 39.79% | Q1 2026 | Apr 10, 2026 |
| NOVEM GROUP | History | Reduced | 33,772 | 1,344 | 0.15% | 0.23% | 84 | -16,785 | -33.2% | Q1 2026 | Apr 10, 2026 |
| Meridian Wealth Management, LLC | History | New | 32,132 | 1,279 | 0.04% | — | 85 | +32,132 | New | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 31,402 | 1,250 | 0.06% | 0.05% | 86 | +5,230 | 19.98% | Q1 2026 | Apr 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 29,271 | 1,165 | 0.24% | 0.19% | 87 | +7,700 | 35.7% | Q1 2026 | Apr 15, 2026 |
| Fortitude Financial, LLC | History | Reduced | 27,602 | 1,098 | 0.58% | 0.96% | 88 | -1,358 | -4.69% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,435 | 1,092 | 0.0% | 0.0% | 89 | +26,353 | 2435.58% | Q1 2026 | Jul 08, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 26,473 | 1,053 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 26,043 | 1,036 | 0.01% | 0.01% | 91 | -449 | -1.69% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 23,556 | 938 | 0.0% | 0.0% | 92 | +11,530 | 95.88% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 23,221 | 924 | 0.0% | 0.0% | 93 | -1,227 | -5.02% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 21,884 | 871 | 0.04% | 0.03% | 94 | +1,788 | 8.9% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,744 | 865 | 0.02% | 0.09% | 95 | -85,002 | -79.63% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 21,021 | 836 | 0.02% | 0.01% | 96 | +8,639 | 69.77% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 20,442 | 814 | 0.0% | 0.0% | 97 | +3,975 | 24.14% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | New | 20,335 | 809 | 0.02% | — | 98 | +20,335 | New | Q1 2026 | May 04, 2026 |
| CAP Partners, LLC | History | Reduced | 20,235 | 805 | 0.45% | 0.65% | 99 | -9,420 | -31.77% | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 20,180 | 803 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 20,045 | 797 | 0.05% | 0.05% | 101 | -176 | -0.87% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 19,731 | 785 | 0.03% | — | 102 | +19,731 | New | Q1 2026 | Jun 18, 2026 |
| Empower Advisory Group, LLC | History | Added to | 19,522 | 777 | 0.0% | 0.0% | 103 | +8,033 | 69.92% | Q1 2026 | May 14, 2026 |
| IRON Financial LLC | History | New | 19,305 | 768 | 0.34% | — | 105 | +19,305 | New | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,315 | 768 | 0.03% | 0.02% | 104 | +2 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 18,322 | 729 | 0.15% | 0.16% | 106 | -1,115 | -5.74% | Q1 2026 | Apr 09, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 18,246 | 726 | 0.08% | 0.08% | 107 | -105 | -0.57% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 17,648 | 702 | 0.04% | 0.03% | 108 | -382 | -2.12% | Q1 2026 | May 12, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 17,081 | 679 | 0.44% | 0.48% | 109 | -243 | -1.4% | Q1 2026 | May 08, 2026 |
| Mirador Capital Partners LP | History | New | 16,932 | 674 | 0.1% | — | 110 | +16,932 | New | Q1 2026 | Apr 08, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 16,868 | 671 | 0.03% | 0.03% | 111 | -853 | -4.81% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 15,056 | 599 | 0.0% | 0.0% | 112 | +10,456 | 227.3% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 15,030 | 598 | 0.02% | 0.02% | 113 | -280 | -1.83% | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | Reduced | 14,786 | 588 | 0.06% | 0.06% | 114 | -1,276 | -7.94% | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,864 | 551 | 0.01% | 0.0% | 115 | +9,268 | 201.65% | Q1 2026 | May 04, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 13,423 | 534 | 0.29% | 0.28% | 116 | +49 | 0.37% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 12,001 | 477 | 0.01% | 0.02% | 117 | -503 | -4.02% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 11,943 | 475 | 0.01% | 0.02% | 118 | -8,167 | -40.61% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Added to | 11,243 | 447 | 0.0% | 0.0% | 119 | +1,230 | 12.28% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,867 | 432 | 0.0% | 0.0% | 120 | +646 | 6.32% | Q1 2026 | Apr 29, 2026 |
| Fisher Asset Management, LLC | History | New | 10,480 | 417 | 0.0% | — | 121 | +10,480 | New | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,293 | 409 | 0.0% | 0.0% | 122 | +786 | 8.27% | Q1 2026 | Apr 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 10,163 | 404 | 0.2% | 0.18% | 123 | +1,396 | 15.92% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 9,645 | 383 | 0.0% | — | 124 | +9,645 | New | Q1 2026 | May 07, 2026 |
| Tidemark, LLC | History | Added to | 9,453 | 376 | 0.1% | 0.1% | 125 | +633 | 7.18% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | New | 9,414 | 374 | 0.0% | — | 126 | +9,414 | New | Q1 2026 | May 12, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 9,221 | 367 | 0.26% | 0.22% | 127 | +1,387 | 17.7% | Q1 2026 | May 07, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 8,536 | 359 | 0.23% | 0.24% | 128 | -345 | -3.88% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,955 | 356 | 0.01% | 0.01% | 129 | +226 | 2.59% | Q1 2026 | May 15, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 8,669 | 345 | 0.13% | 0.12% | 130 | +6 | 0.07% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,588 | 341 | 0.04% | — | 131 | +8,588 | New | Q1 2026 | May 15, 2026 |
| Herold Advisors, Inc. | History | Added to | 8,497 | 338 | 0.07% | 0.07% | 132 | +362 | 4.45% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 8,523 | 331 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 7,720 | 331 | 0.15% | 0.15% | 134 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 8,182 | 325 | 0.0% | 0.0% | 135 | -794 | -8.85% | Q1 2026 | May 05, 2026 |
| LOM Asset Management Ltd | History | Added to | 8,048 | 320 | 0.09% | 0.08% | 136 | +560 | 7.48% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,911 | 314 | 0.0% | 0.0% | 137 | +1,962 | 32.98% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 7,601 | 302 | 0.0% | 0.01% | 138 | -18,512 | -70.89% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,551 | 300 | 0.0% | 0.0% | 139 | +382 | 5.33% | Q1 2026 | May 13, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 7,329 | 291 | 0.07% | 0.08% | 140 | -286 | -3.76% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,283 | 289 | 0.0% | 0.0% | 141 | +380 | 5.5% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | New | 7,204 | 286 | 0.0% | — | 142 | +7,204 | New | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | New | 7,015 | 279 | 0.02% | — | 143 | +7,015 | New | Q1 2026 | May 07, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 6,916 | 275 | 0.1% | 0.08% | 144 | +1,480 | 27.23% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 6,676 | 265 | 0.0% | — | 145 | +6,676 | New | Q1 2026 | Apr 22, 2026 |
| apricus wealth, LLC | History | New | 6,611 | 263 | 0.13% | — | 146 | +6,611 | New | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,444 | 256 | 0.0% | 0.0% | 147 | +2 | 0.03% | Q1 2026 | Apr 10, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 6,365 | 253 | 0.13% | 0.13% | 148 | +229 | 3.73% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 6,157 | 245 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | No change | 5,772 | 229 | 0.0% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,745 | 228 | 0.0% | — | 151 | +5,745 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,608 | 223 | 0.0% | 0.0% | 152 | +2 | 0.04% | Q1 2026 | Apr 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 5,412 | 215 | 0.01% | — | 153 | +5,412 | New | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Added to | 5,369 | 213 | 0.02% | 0.02% | 154 | +33 | 0.62% | Q1 2026 | May 01, 2026 |
| StoneX Group Inc. | History | Reduced | 5,101 | 203 | 0.01% | 0.01% | 155 | -225 | -4.22% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 4,230 | 168 | 0.03% | 0.01% | 156 | +1,857 | 78.26% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,735 | 148 | 0.01% | 0.03% | 157 | -4,589 | -55.13% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 3,572 | 142 | 0.0% | 0.0% | 158 | +1,643 | 85.17% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,123 | 124 | 0.01% | 0.01% | 159 | -7 | -0.22% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,010 | 119 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,961 | 117 | 0.0% | 0.0% | 161 | -613 | -17.15% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 2,700 | 105 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | Reduced | 2,630 | 104 | 0.0% | 0.0% | 163 | -1,000 | -27.55% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,000 | 80 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 1,902 | 75 | 0.02% | 0.02% | 165 | -85 | -4.28% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,858 | 73 | 0.0% | 0.0% | 166 | +32 | 1.75% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | No change | 1,592 | 63 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Knuff & Co LLC | History | New | 1,428 | 56 | 0.02% | — | 168 | +1,428 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,208 | 46 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 959 | 38 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | No change | 945 | 37 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | New | 841 | 33 | 0.0% | — | 172 | +841 | New | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 715 | 28 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 669 | 26 | 0.0% | 0.0% | 174 | +1 | 0.15% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 525 | 20 | 0.0% | — | 175 | +525 | New | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 469 | 18 | 0.01% | 0.01% | 176 | +40 | 9.32% | Q1 2026 | Apr 23, 2026 |
| Sage Mountain Advisors LLC | History | No change | 379 | 15 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 361 | 14 | 0.0% | — | 178 | +361 | New | Q1 2026 | May 06, 2026 |
| Sunrise Financial Services, LLC | History | New | 270 | 10 | 0.01% | — | 179 | +270 | New | Q1 2026 | Apr 29, 2026 |
| Winch Advisory Services, LLC | History | No change | 246 | 9 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | No change | 250 | 9 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | No change | 243 | 9 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 189 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -142,970 | -100.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -124,772 | -100.0% | Q1 2026 | Apr 22, 2026 |
| J. R. Prunier Capital Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,444 | -100.0% | Q1 2026 | Jun 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,316 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -620 | -100.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -407 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -403 | -100.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |