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 | No change | 6,100,216 | 260,601 | 6.62% | 6.62% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 5,368,764 | 229,353 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,725,704 | 116,442 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 1,619,997 | 69,207 | 1.59% | 1.59% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,609,833 | 68,772 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 957,291 | 40,895 | 0.19% | 0.19% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 944,961 | 40,368 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 876,397 | 37,439 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 860,443 | 36,758 | 4.48% | 4.48% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCF Advisors LLC | History | No change | 808,938 | 35,092 | 1.25% | 1.25% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 812,033 | 34,690 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 756,101 | 32,300 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Baron Wealth Management LLC | History | No change | 748,975 | 31,996 | 8.3% | 8.3% | 13 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 641,960 | 27,424 | 1.46% | 1.46% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TriaGen Wealth Management LLC | History | No change | 610,254 | 26,070 | 6.52% | 6.52% | 15 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 596,243 | 25,471 | 0.97% | 0.97% | 16 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | No change | 508,257 | 21,712 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 491,712 | 21,005 | 0.28% | 0.28% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 435,715 | 18,613 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 414,857 | 17,722 | 3.87% | 3.87% | 20 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 389,743 | 16,649 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 378,323 | 16,162 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 357,350 | 15,266 | 2.96% | 2.96% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 318,793 | 13,472 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 292,855 | 12,511 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 290,417 | 12,406 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 284,038 | 12,134 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 273,180 | 11,670 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMG Wealth Partners, LLC | History | No change | 271,790 | 11,610 | 1.86% | 1.86% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 241,190 | 10,303 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 227,460 | 9,717 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 213,232 | 9,070 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 208,293 | 8,898 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 202,440 | 8,648 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 200,000 | 8,544 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prepared Retirement Institute LLC | History | No change | 196,385 | 8,389 | 3.57% | 3.57% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 186,865 | 7,982 | 1.01% | 1.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 181,281 | 7,744 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 175,627 | 7,502 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joseph Group Capital Management | History | No change | 173,555 | 7,414 | 1.56% | 1.56% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 170,042 | 7,264 | 0.3% | 0.3% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirador Capital Partners LP | History | Added to | 161,944 | 6,908 | 0.8% | 0.82% | 42 | +5,144 | 3.28% | Q3 2026 | Oct 09, 2026 |
| RFG Advisory, LLC | History | No change | 157,947 | 6,747 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 136,735 | 5,841 | 3.7% | 3.7% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 136,030 | 5,811 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 134,473 | 5,744 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 132,173 | 5,646 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 130,864 | 5,590 | 0.27% | 0.27% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequent Planning LLC | History | No change | 122,443 | 5,230 | 1.12% | 1.12% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 119,398 | 5,100 | 1.51% | 1.51% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 118,852 | 5,077 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 118,704 | 5,071 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prostatis Group LLC | History | No change | 117,400 | 5,015 | 1.17% | 1.17% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 116,835 | 4,991 | 2.57% | 2.57% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Owen LaRue, LLC | History | No change | 112,613 | 4,810 | 1.67% | 1.67% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Midwest Financial Group LLC | History | No change | 109,924 | 4,695 | 1.65% | 1.65% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 109,897 | 4,694 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Powers Advisory Group, LLC | History | No change | 99,984 | 4,271 | 1.34% | 1.34% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 95,223 | 4,050 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 94,753 | 4,047 | 0.37% | 0.37% | 60 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Visionary Wealth Advisors | History | No change | 93,058 | 3,975 | 0.16% | 0.16% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 88,019 | 3,760 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Counsel, LLC | History | No change | 81,816 | 3,495 | 0.43% | 0.43% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 65,615 | 2,803 | 0.37% | 0.37% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 64,017 | 2,730 | 0.08% | 0.07% | 65 | +3,416 | 5.64% | Q3 2026 | Oct 13, 2026 |
| Sowell Financial Services LLC | History | No change | 55,752 | 2,381 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | No change | 55,466 | 2,369 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 53,747 | 2,296 | 1.09% | 1.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANE BROTHERS & CO INC | History | No change | 53,708 | 2,294 | 1.5% | 1.5% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 52,290 | 2,233 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 50,621 | 2,162 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entelevest, LLC | History | No change | 45,172 | 1,929 | 1.65% | 1.65% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 45,000 | 1,922 | 0.48% | 0.48% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kelly Financial Services LLC | History | No change | 44,422 | 1,897 | 0.41% | 0.41% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 42,988 | 1,836 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | No change | 42,632 | 1,821 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Slagle Financial, LLC | History | No change | 41,467 | 1,771 | 0.53% | 0.53% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Bank & Trust | History | No change | 41,254 | 1,762 | 0.26% | 0.26% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Southland Equity Partners LLC | History | No change | 39,565 | 1,690 | 0.3% | 0.3% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 39,410 | 1,683 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 36,914 | 1,576 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 35,683 | 1,524 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OxenFree Capital LLC | History | Added to | 35,128 | 1,502 | 0.65% | 0.67% | 83 | +959 | 2.81% | Q3 2026 | Oct 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 33,131 | 1,415 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prota Financial, LLC | History | Reduced | 33,416 | 1,408 | 0.9% | 0.97% | 85 | -1,316 | -3.79% | Q3 2026 | Oct 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 31,853 | 1,360 | 0.26% | 0.26% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | No change | 31,700 | 1,354 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 26,473 | 1,130 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NOVEM GROUP | History | No change | 24,917 | 1,064 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | No change | 23,102 | 987 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 22,951 | 980 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Lido Advisors, LLC | History | No change | 21,876 | 949 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moors & Cabot, Inc. | History | No change | 22,070 | 942 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 21,539 | 920 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 21,418 | 916 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 21,431 | 914 | 0.16% | 0.14% | 96 | +2,485 | 13.12% | Q3 2026 | Oct 13, 2026 |
| Mutual Advisors, LLC | History | No change | 21,321 | 910 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 20,950 | 894 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IRON Financial LLC | History | No change | 20,681 | 883 | 0.36% | 0.36% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 20,457 | 872 | 0.06% | 0.06% | 100 | +277 | 1.37% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,836 | 847 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empower Advisory Group, LLC | History | No change | 19,522 | 833 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 19,421 | 829 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | No change | 19,152 | 818 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 18,997 | 811 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 18,274 | 780 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 17,820 | 761 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 17,557 | 750 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Goldstein Advisors, LLC | History | No change | 17,541 | 749 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Investment Management, LLC | History | No change | 17,267 | 737 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAP Partners, LLC | History | No change | 16,799 | 717 | 0.35% | 0.35% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 16,233 | 693 | 0.38% | 0.38% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 14,890 | 636 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Royal Fund Management, LLC | History | No change | 14,649 | 625 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kovack Advisors, Inc. | History | No change | 14,503 | 619 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 14,246 | 607 | 0.1% | 0.1% | 116 | -1 | -0.01% | Q3 2026 | Oct 08, 2026 |
| Wedmont Private Capital | History | No change | 14,021 | 590 | 0.01% | 0.02% | 117 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 13,540 | 578 | 0.28% | 0.28% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Forza Wealth Management, LLC | History | No change | 12,900 | 551 | 0.17% | 0.17% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,860 | 549 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,801 | 546 | 0.01% | 0.01% | 121 | +3,774 | 41.81% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 12,548 | 536 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 12,048 | 514 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,505 | 491 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Herold Advisors, Inc. | History | No change | 11,191 | 478 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10,416 | 444 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 10,139 | 433 | 0.2% | 0.2% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,854 | 421 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 9,645 | 418 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| apricus wealth, LLC | History | No change | 9,556 | 408 | 0.19% | 0.19% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 9,359 | 399 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 9,243 | 394 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,179 | 392 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOM Asset Management Ltd | History | No change | 9,161 | 391 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 8,720 | 390 | 0.16% | 0.16% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argyle Capital Partners, LLC | History | No change | 9,096 | 388 | 0.24% | 0.24% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | Reduced | 8,917 | 380 | 0.01% | 0.01% | 137 | -399 | -4.28% | Q3 2026 | Oct 02, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 8,302 | 354 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tidemark, LLC | History | No change | 8,295 | 354 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 7,594 | 324 | 0.2% | 0.2% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 7,476 | 319 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,113 | 303 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCGM Wealth Management, LLC | History | No change | 7,084 | 302 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 6,847 | 292 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,444 | 275 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 6,392 | 273 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| StoneX Group Inc. | History | No change | 6,221 | 268 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 6,210 | 265 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,966 | 254 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 5,783 | 247 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,596 | 239 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,253 | 224 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NFSG Corp | History | No change | 5,195 | 221 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 4,949 | 211 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,803 | 162 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,735 | 159 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,712 | 158 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,010 | 128 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,817 | 120 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,802 | 119 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,690 | 114 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,344 | 100 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,062 | 88 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,834 | 78 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crewe Advisors LLC | History | No change | 1,592 | 68 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Knuff & Co LLC | History | No change | 1,428 | 61 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,316 | 56 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,077 | 46 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 989 | 42 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | No change | 945 | 40 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Johnson Financial Group, Inc. | History | No change | 841 | 36 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 770 | 32 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 715 | 30 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 628 | 26 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| VANGUARD ADVISERS INC | History | No change | 525 | 22 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 469 | 20 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 465 | 19 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sachetta, LLC | History | No change | 442 | 18 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sage Mountain Advisors LLC | History | No change | 379 | 16 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brooklyn FI, LLC | History | No change | 389 | 16 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 354 | 15 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 354 | 15 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 270 | 11 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 246 | 10 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 250 | 10 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 228 | 9 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 189 | 8 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 165 | 7 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 54 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 59 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 67 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |