FIRST TRUST EXCHANGE-TRADED FUND IV - FIIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 4,859,040 | 100,630 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,702,158 | 55,961 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,909,100 | 39,537 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 1,631,388 | 32,024 | 5.67% | 5.83% | 4 | +49,084 | 3.1% | Q3 2026 | Oct 15, 2026 |
| TCP Asset Management, LLC | History | Added to | 1,570,494 | 30,813 | 3.48% | 3.54% | 5 | +63,359 | 4.2% | Q3 2026 | Oct 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,319,500 | 27,326 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 1,067,506 | 20,955 | 0.35% | 0.02% | 7 | +1,015,105 | 1937.19% | Q3 2026 | Nov 04, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 883,962 | 18,306 | 1.74% | 1.74% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 765,223 | 15,847 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 659,765 | 12,951 | 0.04% | 0.04% | 10 | +54,370 | 8.98% | Q3 2026 | Nov 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 518,470 | 10,737 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 488,337 | 10,125 | 0.46% | 0.46% | 12 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 472,353 | 9,272 | 0.02% | 0.03% | 13 | -73,695 | -13.5% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 446,702 | 9,251 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 433,525 | 8,978 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 429,644 | 8,433 | 0.01% | 0.01% | 16 | -44,973 | -9.48% | Q3 2026 | Nov 02, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 393,377 | 8,147 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 343,076 | 7,105 | 2.75% | 2.75% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Owen LaRue, LLC | History | No change | 299,015 | 6,192 | 2.15% | 2.15% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | Added to | 286,620 | 5,626 | 0.01% | 0.01% | 20 | +37,582 | 15.09% | Q3 2026 | Oct 21, 2026 |
| Csenge Advisory Group | History | Added to | 274,500 | 5,388 | 0.21% | 0.21% | 21 | +23,443 | 9.34% | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 258,677 | 5,357 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 235,916 | 4,886 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 207,120 | 4,065 | 0.0% | 0.0% | 24 | -10,782 | -4.95% | Q3 2026 | Nov 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 178,036 | 3,687 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 169,747 | 3,515 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HighTower Advisors, LLC | History | No change | 164,463 | 3,406 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 149,423 | 3,094 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 149,149 | 3,088 | 0.87% | 0.87% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 139,146 | 2,881 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 145,051 | 2,847 | 0.05% | 0.06% | 31 | -2,407 | -1.63% | Q3 2026 | Oct 16, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 133,052 | 2,755 | 0.17% | 0.17% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 137,849 | 2,705 | 0.05% | 0.05% | 33 | +4,588 | 3.44% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 124,844 | 2,585 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 127,513 | 2,552 | 0.03% | 0.04% | 35 | -182 | -0.14% | Q3 2026 | Nov 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 123,795 | 2,430 | 0.06% | 0.07% | 36 | -6,328 | -4.86% | Q3 2026 | Oct 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 117,029 | 2,423 | 0.55% | 0.55% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 114,856 | 2,254 | 0.02% | 0.01% | 38 | +58,787 | 104.85% | Q3 2026 | Oct 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 93,698 | 1,940 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 97,507 | 1,914 | 0.0% | 0.0% | 40 | +3,736 | 3.98% | Q3 2026 | Oct 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 91,916 | 1,903 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 91,169 | 1,888 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | Added to | 94,750 | 1,859 | 1.01% | 0.57% | 43 | +50,622 | 114.72% | Q3 2026 | Oct 15, 2026 |
| HRT FINANCIAL LP | History | No change | 87,880 | 1,819 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 80,998 | 1,677 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 84,685 | 1,662 | 0.01% | 0.01% | 46 | +863 | 1.03% | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 70,656 | 1,463 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 70,207 | 1,381 | 1.53% | — | 48 | +70,207 | New | Q3 2026 | Oct 27, 2026 |
| Atria Investments, Inc | History | Added to | 66,718 | 1,309 | 0.01% | 0.01% | 49 | +2,288 | 3.55% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 59,802 | 1,238 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 59,463 | 1,231 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Added to | 61,916 | 1,215 | 0.02% | 0.01% | 52 | +18,236 | 41.75% | Q3 2026 | Nov 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 54,111 | 1,120 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 52,401 | 1,085 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 54,117 | 1,062 | 0.31% | 0.45% | 55 | -17,372 | -24.3% | Q3 2026 | Oct 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 49,370 | 1,022 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 47,202 | 926 | 0.01% | 0.01% | 57 | +7,551 | 19.04% | Q3 2026 | Oct 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 43,962 | 910 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 42,504 | 880 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Everest Financial Group LLC | History | No change | 41,000 | 849 | 0.11% | 0.11% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harvest Investment Services, LLC | History | No change | 40,727 | 843 | 0.13% | 0.13% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 41,845 | 821 | 0.3% | 0.42% | 62 | -5,742 | -12.07% | Q3 2026 | Oct 15, 2026 |
| Sequent Planning LLC | History | No change | 36,596 | 757 | 0.16% | 0.16% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 36,140 | 748 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 38,045 | 746 | 0.02% | 0.02% | 65 | +3,178 | 9.11% | Q3 2026 | Oct 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 36,374 | 745 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Added to | 37,423 | 737 | 0.1% | 0.1% | 67 | +2,458 | 7.03% | Q3 2026 | Oct 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 35,874 | 704 | 0.01% | 0.01% | 68 | +3,952 | 12.38% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 33,893 | 701 | 0.29% | 0.29% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 34,724 | 681 | 0.02% | 0.02% | 70 | +386 | 1.12% | Q3 2026 | Oct 23, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 33,950 | 666 | 0.1% | 0.1% | 71 | +3,862 | 12.84% | Q3 2026 | Oct 20, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 48,727 | 650 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 30,820 | 638 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 31,749 | 623 | 0.4% | 0.46% | 74 | -4,558 | -12.55% | Q3 2026 | Oct 07, 2026 |
| Spire Wealth Management | History | Added to | 31,608 | 620 | 0.02% | 0.02% | 75 | +1,658 | 5.54% | Q3 2026 | Oct 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 29,787 | 616 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 30,630 | 601 | 0.01% | 0.01% | 77 | +182 | 0.6% | Q3 2026 | Oct 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 27,909 | 578 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 27,540 | 570 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NOVEM GROUP | History | Added to | 28,637 | 562 | 0.06% | 0.05% | 80 | +4,596 | 19.12% | Q3 2026 | Oct 19, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,879 | 468 | 0.01% | 0.01% | 81 | +5,663 | 31.09% | Q3 2026 | Oct 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 23,069 | 452 | 0.01% | 0.02% | 82 | -13,634 | -37.15% | Q3 2026 | Nov 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 21,590 | 423 | 0.0% | 0.01% | 83 | +258 | 1.21% | Q3 2026 | Oct 23, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 21,289 | 417 | 0.14% | 0.17% | 84 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Keystone Wealth Services, LLC | History | No change | 21,000 | 412 | 0.07% | 0.08% | 85 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Betterment LLC | History | No change | 19,640 | 407 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 19,437 | 402 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Reduced | 19,823 | 389 | 0.08% | 0.28% | 88 | -45,448 | -69.63% | Q3 2026 | Oct 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 19,319 | 379 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | Added to | 18,909 | 371 | 0.06% | 0.03% | 90 | +9,879 | 109.4% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 18,670 | 367 | 0.02% | 0.03% | 91 | -7,493 | -28.64% | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 17,320 | 358 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 17,957 | 352 | 0.12% | 0.01% | 93 | +16,794 | 1444.02% | Q3 2026 | Oct 29, 2026 |
| GeoWealth Management, LLC | History | No change | 16,951 | 351 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 16,110 | 333 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARWA LLC | History | New | 16,429 | 324 | 0.12% | — | 96 | +16,429 | New | Q3 2026 | Oct 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,409 | 319 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | Added to | 16,149 | 317 | 0.05% | 0.06% | 98 | +58 | 0.36% | Q3 2026 | Nov 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 15,696 | 308 | 0.01% | 0.01% | 99 | +4,949 | 46.05% | Q3 2026 | Oct 29, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 15,363 | 301 | 0.08% | 0.08% | 100 | +1,463 | 10.53% | Q3 2026 | Oct 02, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 15,303 | 300 | 0.35% | — | 101 | +15,303 | New | Q3 2026 | Nov 02, 2026 |
| OneAscent Financial Services LLC | History | No change | 14,144 | 292 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 13,681 | 283 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 14,332 | 281 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Lido Advisors, LLC | History | Added to | 13,831 | 271 | 0.0% | 0.0% | 105 | +166 | 1.21% | Q3 2026 | Nov 04, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 11,660 | 228 | 0.18% | 0.19% | 106 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Heritage Wealth Management, Inc. | History | New | 11,604 | 227 | 0.06% | — | 107 | +11,604 | New | Q3 2026 | Oct 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 10,683 | 209 | 0.0% | 0.0% | 108 | +5,372 | 101.15% | Q3 2026 | Oct 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 10,482 | 205 | 0.05% | 0.05% | 109 | +752 | 7.73% | Q3 2026 | Oct 29, 2026 |
| Capital Analysts, LLC | History | No change | 8,430 | 175 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Synergy Investment Management, LLC | History | No change | 7,937 | 164 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 6,000 | 117 | 0.01% | — | 112 | +6,000 | New | Q3 2026 | Oct 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 5,085 | 99 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,585 | 90 | 0.0% | 0.0% | 114 | +311 | 7.28% | Q3 2026 | Nov 02, 2026 |
| BFC Planning, Inc. | History | No change | 3,926 | 81 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,080 | 80 | 0.01% | 0.01% | 116 | +49 | 1.22% | Q3 2026 | Oct 20, 2026 |
| Roxbury Financial LLC | History | Added to | 3,056 | 59 | 0.05% | 0.05% | 117 | +24 | 0.79% | Q3 2026 | Oct 01, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,780 | 57 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,608 | 51 | 0.0% | 0.0% | 119 | +646 | 32.93% | Q3 2026 | Nov 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 2,187 | 42 | 0.03% | 0.03% | 120 | +286 | 15.04% | Q3 2026 | Nov 02, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 2,101 | 41 | 0.01% | 0.02% | 121 | -758 | -26.51% | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,807 | 37 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,500 | 31 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 1,364 | 26 | 0.01% | 0.02% | 124 | -445 | -24.6% | Q3 2026 | Nov 04, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,281 | 25 | 0.01% | 0.01% | 125 | +724 | 129.98% | Q3 2026 | Nov 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 782 | 16 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GK Wealth Management LLC | History | Reduced | 752 | 14 | 0.01% | 0.16% | 127 | -13,980 | -94.9% | Q3 2026 | Oct 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 600 | 12 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 603 | 12 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 610 | 11 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 295 | 6 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 237 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Key Capital Management, INC | History | No change | 223 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 163 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 146 | 3 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 154 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 152 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 128 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | New | 72 | 1 | 0.0% | — | 140 | +72 | New | Q3 2026 | Oct 02, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 88 | 1 | 0.0% | 0.0% | 139 | +3 | 3.53% | Q3 2026 | Nov 02, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.2% | — | -35,100 | -100.0% | Q3 2026 | Nov 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -26,054 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -12,941 | -100.0% | Q3 2026 | Oct 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,796 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -613 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |