Franklin Templeton ETF Trust - DIVI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 4,964,122 | 193,054 | 6.34% | 6.2% | 1 | +179,390 | 3.75% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 4,659,366 | 181,202 | 0.05% | 0.05% | 2 | +240,799 | 5.45% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,891,010 | 73,541 | 0.01% | 0.0% | 3 | +261,339 | 16.04% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 1,436,571 | 55,868 | 1.7% | 1.54% | 4 | +23,804 | 1.68% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,244,471 | 48,397 | 0.13% | 0.12% | 5 | +154,297 | 14.15% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 998,622 | 38,836 | 0.01% | 0.01% | 6 | +139,585 | 16.25% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 996,441 | 38,751 | 0.21% | 0.14% | 7 | +268,721 | 36.93% | Q4 2025 | Jan 29, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 853,141 | 33,178 | 4.59% | 4.45% | 8 | -11,793 | -1.36% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 738,575 | 28,723 | 0.1% | 0.12% | 9 | +38,962 | 5.57% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 735,598 | 28,607 | 0.03% | 0.04% | 10 | -144,934 | -16.46% | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | Added to | 726,946 | 28,270 | 8.71% | 8.73% | 11 | +19,931 | 2.82% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 668,387 | 25,993 | 0.02% | 0.02% | 12 | +48,495 | 7.82% | Q4 2025 | Feb 10, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 588,371 | 22,881 | 5.92% | 5.64% | 13 | +8,850 | 1.53% | Q4 2025 | Jan 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 585,940 | 22,787 | 1.47% | 1.29% | 14 | +69,750 | 13.51% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 557,610 | 21,685 | 0.01% | 0.01% | 15 | -4,466 | -0.79% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 551,061 | 21,430 | 1.01% | 0.73% | 16 | +103,598 | 23.15% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 433,476 | 16,857 | 0.21% | 0.22% | 17 | -19,763 | -4.36% | Q4 2025 | Jan 29, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 389,481 | 15,146 | 3.59% | 3.36% | 18 | +23,377 | 6.39% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 372,025 | 14,468 | 0.0% | 0.0% | 19 | +150,196 | 67.71% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 366,846 | 14,266 | 0.0% | 0.0% | 20 | +39,011 | 11.9% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 365,898 | 14,229 | 0.02% | 0.02% | 21 | -17,870 | -4.66% | Q4 2025 | Feb 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 364,567 | 14,178 | 2.83% | 2.69% | 22 | +8,183 | 2.3% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 330,522 | 12,853 | 0.01% | 0.01% | 23 | +35,450 | 12.01% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 294,144 | 11,439 | 0.03% | 0.03% | 24 | +23,224 | 8.57% | Q4 2025 | Feb 05, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 260,068 | 10,114 | 1.89% | 1.76% | 25 | +6,973 | 2.76% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 256,453 | 9,973 | 0.04% | 0.04% | 26 | +8,381 | 3.38% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 209,654 | 8,153 | 0.0% | 0.0% | 27 | +2,255 | 1.09% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 206,239 | 8,020 | 0.0% | 0.0% | 28 | +49,436 | 31.53% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 199,179 | 7,746 | 0.05% | 0.05% | 29 | +28,853 | 16.94% | Q4 2025 | Feb 17, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 190,161 | 7,395 | 0.98% | 0.86% | 30 | +10,712 | 5.97% | Q4 2025 | Jan 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 186,018 | 7,234 | 0.0% | 0.0% | 31 | -213,982 | -53.5% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 167,247 | 6,504 | 0.03% | 0.03% | 32 | +23,406 | 16.27% | Q4 2025 | Feb 17, 2026 |
| Joseph Group Capital Management | History | New | 159,618 | 6,207 | 1.63% | — | 33 | +159,618 | New | Q4 2025 | Jan 30, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 152,053 | 5,913 | 2.98% | 2.6% | 34 | +18,545 | 13.89% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 145,513 | 5,658 | 0.01% | 0.01% | 35 | -599 | -0.41% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 142,970 | 5,560 | 0.01% | — | 36 | +142,970 | New | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 139,074 | 5,408 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 138,841 | 5,399 | 3.85% | 3.19% | 38 | +25,049 | 22.01% | Q4 2025 | Feb 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 138,020 | 5,367 | 0.32% | 0.32% | 39 | -13 | -0.01% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 132,641 | 5,154 | 0.0% | 0.0% | 40 | +7,847 | 6.29% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 124,772 | 4,852 | 0.01% | 0.01% | 41 | -10,445 | -7.72% | Q4 2025 | Feb 11, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 121,735 | 4,734 | 1.57% | 1.6% | 42 | -4,942 | -3.9% | Q4 2025 | Jan 22, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 118,931 | 4,625 | 2.67% | 2.59% | 43 | -559 | -0.47% | Q4 2025 | Jan 15, 2026 |
| Sequent Planning LLC | History | Added to | 116,370 | 4,525 | 1.15% | 1.18% | 44 | +5,136 | 4.62% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 113,743 | 4,423 | 0.01% | 0.01% | 45 | +47,701 | 72.23% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 113,301 | 4,406 | 0.02% | 0.02% | 46 | -5,064 | -4.28% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 108,093 | 4,203 | 0.01% | 0.01% | 47 | -248 | -0.23% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 106,746 | 4,151 | 0.09% | 0.09% | 48 | -1,004 | -0.93% | Q4 2025 | Feb 02, 2026 |
| Owen LaRue, LLC | History | Reduced | 104,662 | 4,070 | 1.55% | 1.55% | 49 | -1,172 | -1.11% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 96,685 | 3,760 | 0.02% | 0.02% | 50 | +17,209 | 21.65% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 89,476 | 3,495 | 0.13% | 0.22% | 51 | -5,143 | -5.44% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 88,447 | 3,439 | 0.15% | 0.15% | 52 | +842 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 81,431 | 3,166 | 0.43% | — | 53 | +81,431 | New | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 75,229 | 2,925 | 0.04% | 0.03% | 54 | +1,062 | 1.43% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 74,457 | 2,895 | 0.07% | 0.07% | 55 | +1,724 | 2.37% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 68,707 | 2,672 | 0.29% | 0.26% | 56 | +6,446 | 10.35% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 68,014 | 2,645 | 0.05% | 0.05% | 57 | +9,410 | 16.06% | Q4 2025 | Feb 09, 2026 |
| Midwest Financial Group LLC | History | Added to | 66,230 | 2,575 | 1.14% | 0.97% | 58 | +11,899 | 21.9% | Q4 2025 | Jan 20, 2026 |
| Powers Advisory Group, LLC | History | Added to | 54,168 | 2,106 | 0.79% | 0.57% | 59 | +16,014 | 41.97% | Q4 2025 | Jan 22, 2026 |
| OxenFree Capital LLC | History | Added to | 53,504 | 2,080 | 1.09% | 0.95% | 60 | +7,771 | 16.99% | Q4 2025 | Jan 15, 2026 |
| LANE BROTHERS & CO INC | History | New | 53,027 | 2,062 | 1.49% | — | 61 | +53,027 | New | Q4 2025 | Mar 13, 2026 |
| NOVEM GROUP | History | Reduced | 50,557 | 1,966 | 0.23% | 0.24% | 62 | -3,284 | -6.1% | Q4 2025 | Jan 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 45,000 | 1,750 | 0.64% | 0.72% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kelly Financial Services LLC | History | Reduced | 43,936 | 1,708 | 0.43% | 0.55% | 64 | -13,525 | -23.54% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 43,876 | 1,706 | 0.06% | 0.06% | 65 | +4,940 | 12.69% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 42,805 | 1,664 | 0.01% | 0.01% | 66 | +318 | 0.75% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 42,189 | 1,640 | 0.03% | 0.02% | 67 | +13,189 | 45.48% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 41,086 | 1,597 | 0.03% | 0.03% | 68 | -1,067 | -2.53% | Q4 2025 | Feb 09, 2026 |
| Slagle Financial, LLC | History | Added to | 40,075 | 1,558 | 0.54% | 0.5% | 69 | +3,508 | 9.59% | Q4 2025 | Jan 26, 2026 |
| Southland Equity Partners LLC | History | Reduced | 39,869 | 1,550 | 0.31% | 0.3% | 70 | -482 | -1.19% | Q4 2025 | Jan 14, 2026 |
| Entelevest, LLC | History | New | 37,739 | 1,467 | 1.47% | — | 71 | +37,739 | New | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 35,775 | 1,391 | 0.03% | 0.03% | 72 | +2,910 | 8.85% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 32,374 | 1,259 | 0.01% | 0.0% | 73 | +19,942 | 160.41% | Q4 2025 | Jan 29, 2026 |
| CAP Partners, LLC | History | Added to | 29,655 | 1,153 | 0.65% | 0.47% | 74 | +7,613 | 34.54% | Q4 2025 | Feb 04, 2026 |
| Fortitude Financial, LLC | History | New | 28,960 | 1,126 | 0.96% | — | 75 | +28,960 | New | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 26,492 | 1,030 | 0.01% | 0.01% | 76 | +3,972 | 17.64% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 26,473 | 1,029 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 26,172 | 1,017 | 0.05% | 0.05% | 78 | -212 | -0.8% | Q4 2025 | Feb 05, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 26,113 | 1,015 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Bank & Trust | History | Added to | 24,855 | 966 | 0.16% | 0.14% | 80 | +3,088 | 14.19% | Q4 2025 | Jan 12, 2026 |
| Lido Advisors, LLC | History | No change | 24,448 | 913 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 21,571 | 838 | 0.19% | 0.18% | 82 | +1,547 | 7.73% | Q4 2025 | Jan 09, 2026 |
| Regal Investment Advisors LLC | History | New | 20,221 | 786 | 0.05% | — | 83 | +20,221 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | New | 20,217 | 786 | 0.02% | — | 84 | +20,217 | New | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 20,180 | 784 | 0.06% | 0.07% | 85 | -115 | -0.57% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Reduced | 20,110 | 782 | 0.02% | 0.03% | 86 | -3,260 | -13.95% | Q4 2025 | Feb 02, 2026 |
| Moors & Cabot, Inc. | History | New | 20,096 | 781 | 0.03% | — | 87 | +20,096 | New | Q4 2025 | Feb 10, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 19,437 | 755 | 0.16% | 0.18% | 88 | -2,669 | -12.07% | Q4 2025 | Jan 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,313 | 751 | 0.02% | 0.01% | 89 | +13 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 18,351 | 713 | 0.08% | 0.08% | 90 | -78 | -0.42% | Q4 2025 | Feb 10, 2026 |
| Prostatis Group LLC | History | New | 18,160 | 706 | 0.17% | — | 91 | +18,160 | New | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 18,030 | 701 | 0.03% | — | 92 | +18,030 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | Added to | 17,721 | 689 | 0.03% | 0.03% | 93 | +554 | 3.23% | Q4 2025 | Jan 20, 2026 |
| GTS SECURITIES LLC | History | Added to | 17,410 | 677 | 0.02% | 0.01% | 94 | +11,465 | 192.85% | Q4 2025 | Feb 13, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 17,324 | 673 | 0.48% | — | 95 | +17,324 | New | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 16,467 | 640 | 0.0% | 0.0% | 96 | +6,361 | 62.94% | Q4 2025 | Feb 12, 2026 |
| Royal Fund Management, LLC | History | New | 16,062 | 624 | 0.06% | — | 97 | +16,062 | New | Q4 2025 | Jan 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 15,310 | 595 | 0.02% | 0.03% | 98 | +455 | 3.06% | Q4 2025 | Feb 10, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 13,374 | 520 | 0.28% | 0.27% | 99 | +600 | 4.7% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,504 | 486 | 0.02% | 0.02% | 100 | +897 | 7.73% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 12,382 | 481 | 0.01% | 0.01% | 101 | +2,523 | 25.59% | Q4 2025 | Jan 30, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,026 | 468 | 0.0% | — | 102 | +12,026 | New | Q4 2025 | Feb 10, 2026 |
| Empower Advisory Group, LLC | History | No change | 11,489 | 446 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 10,221 | 397 | 0.0% | — | 104 | +10,221 | New | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 10,013 | 389 | 0.0% | 0.0% | 105 | +3,748 | 59.82% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,507 | 369 | 0.0% | 0.0% | 106 | -870 | -8.38% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 8,976 | 349 | 0.0% | 0.0% | 107 | +2,736 | 43.85% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 8,881 | 345 | 0.24% | 0.25% | 108 | +49 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Tidemark, LLC | History | Added to | 8,820 | 343 | 0.1% | 0.09% | 109 | +899 | 11.35% | Q4 2025 | Feb 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 8,767 | 340 | 0.18% | 0.16% | 110 | +820 | 10.32% | Q4 2025 | Feb 24, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 8,663 | 336 | 0.12% | 0.13% | 111 | +4 | 0.05% | Q4 2025 | Jan 15, 2026 |
| Vise Technologies, Inc. | History | New | 8,523 | 331 | 0.01% | — | 112 | +8,523 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,324 | 323 | 0.03% | 0.03% | 113 | -349 | -4.02% | Q4 2025 | Jan 26, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 7,720 | 317 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Herold Advisors, Inc. | History | New | 8,135 | 316 | 0.07% | — | 115 | +8,135 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 8,050 | 313 | 0.0% | — | 116 | +8,050 | New | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 7,834 | 304 | 0.22% | 0.18% | 117 | +1,167 | 17.5% | Q4 2025 | Feb 17, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 7,615 | 296 | 0.08% | 0.08% | 118 | -376 | -4.71% | Q4 2025 | Jan 07, 2026 |
| LOM Asset Management Ltd | History | Reduced | 7,488 | 291 | 0.08% | 0.09% | 119 | -87 | -1.15% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,169 | 278 | 0.0% | 0.0% | 120 | +3,300 | 85.29% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 6,903 | 268 | 0.0% | 0.0% | 121 | -462 | -6.27% | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,442 | 250 | 0.0% | 0.01% | 122 | -492 | -7.1% | Q4 2025 | Jan 16, 2026 |
| Avior Wealth Management, LLC | History | No change | 6,157 | 239 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 6,136 | 238 | 0.13% | — | 124 | +6,136 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,949 | 231 | 0.0% | 0.0% | 125 | +55 | 0.93% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 5,772 | 224 | 0.01% | 0.01% | 126 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,606 | 218 | 0.0% | 0.0% | 127 | -3 | -0.05% | Q4 2025 | Jan 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,600 | 217 | 0.01% | 0.01% | 128 | +100 | 1.82% | Q4 2025 | Jan 09, 2026 |
| Prosperity Financial Group, Inc. | History | New | 5,436 | 211 | 0.08% | — | 129 | +5,436 | New | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | New | 5,326 | 207 | 0.01% | — | 130 | +5,326 | New | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 5,336 | 207 | 0.02% | 0.02% | 131 | +45 | 0.85% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,600 | 179 | 0.0% | — | 132 | +4,600 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,596 | 178 | 0.0% | 0.0% | 133 | +4,346 | 1738.4% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 3,630 | 141 | 0.0% | — | 134 | +3,630 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 3,574 | 139 | 0.0% | — | 135 | +3,574 | New | Q4 2025 | Mar 16, 2026 |
| Root Financial Partners, LLC | History | No change | 3,130 | 121 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,010 | 117 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Reduced | 2,700 | 105 | 0.0% | 0.0% | 138 | -260 | -8.78% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 2,373 | 92 | 0.01% | — | 139 | +2,373 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,000 | 77 | 0.0% | — | 141 | +2,000 | New | Q4 2025 | Jan 23, 2026 |
| Hartford Financial Management Inc. | History | Added to | 1,987 | 77 | 0.02% | 0.02% | 140 | +37 | 1.9% | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | Reduced | 1,929 | 75 | 0.0% | 0.0% | 142 | -2,645 | -57.83% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,826 | 71 | 0.0% | 0.0% | 143 | +444 | 32.13% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | No change | 1,592 | 61 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,316 | 51 | 0.02% | 0.05% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,208 | 46 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,082 | 42 | 0.0% | 0.0% | 147 | +250 | 30.05% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 959 | 37 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | Added to | 945 | 36 | 0.0% | 0.0% | 149 | +855 | 950.0% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 715 | 27 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 668 | 25 | 0.0% | 0.0% | 151 | +7 | 1.06% | Q4 2025 | Feb 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 620 | 24 | 0.01% | — | 152 | +620 | New | Q4 2025 | Feb 18, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 600 | 23 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 429 | 16 | 0.01% | — | 154 | +429 | New | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | New | 407 | 15 | 0.0% | — | 155 | +407 | New | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 403 | 15 | 0.0% | — | 156 | +403 | New | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 379 | 14 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 243 | 9 | 0.0% | — | 160 | +243 | New | Q4 2025 | Feb 17, 2026 |
| Winch Advisory Services, LLC | History | No change | 246 | 9 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | No change | 250 | 9 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Lodestone Wealth Management LLC | History | New | 189 | 7 | 0.0% | — | 161 | +189 | New | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 123 | 4 | 0.0% | 0.0% | 162 | +2 | 1.65% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | New | 100 | 3 | 0.0% | — | 163 | +100 | New | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 165 | -22 | -35.48% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -194,382 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160,016 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -13,103 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,745 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,946 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -5,717 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Blackston Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,531 | -100.0% | Q3 2025 | Feb 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,522 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,723 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -773 | -100.0% | Q3 2025 | Nov 24, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |