Franklin Templeton ETF Trust - FLIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 10,420,086 | 370,642 | 1.45% | 1.45% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,232,424 | 186,117 | 0.55% | 0.55% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,178,485 | 41,918 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 611,847 | 20,490 | 0.14% | 0.08% | 4 | +289,442 | 89.78% | Q3 2026 | Nov 04, 2026 |
| Investment Management Corp of Ontario | History | No change | 569,954 | 20,273 | 0.26% | 0.26% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KHAZANAH NASIONAL BERHAD | History | No change | 489,204 | 17,400 | 1.0% | 1.0% | 6 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 381,874 | 13,583 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXIS CAPITAL HOLDINGS LTD | History | No change | 378,788 | 12,685 | 4.04% | 4.36% | 8 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BBR PARTNERS, LLC | History | No change | 354,265 | 12,601 | 0.59% | 0.59% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 330,200 | 11,058 | 0.05% | 0.06% | 10 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 301,688 | 10,731 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 263,867 | 9,385 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 214,611 | 7,633 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAMCO INC /NY/ | History | No change | 185,954 | 6,614 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 175,888 | 6,256 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 156,647 | 5,571 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 166,210 | 5,566 | 0.0% | 0.0% | 17 | +134,879 | 430.5% | Q3 2026 | Nov 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 149,036 | 4,991 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 138,848 | 4,939 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 127,316 | 4,528 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ativo Capital Management LLC | History | No change | 130,120 | 4,357 | 3.37% | 3.54% | 21 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| UBS Group AG | History | No change | 120,850 | 4,298 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 112,934 | 4,017 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 115,343 | 3,862 | 0.99% | 1.05% | 24 | +1,476 | 1.3% | Q3 2026 | Oct 06, 2026 |
| Lumbard & Kellner, LLC | History | No change | 101,835 | 3,622 | 1.1% | 1.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 105,141 | 3,521 | 0.11% | 0.11% | 26 | +6,360 | 6.44% | Q3 2026 | Oct 14, 2026 |
| Vident Advisory, LLC | History | No change | 96,710 | 3,439 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 98,807 | 3,309 | 0.31% | 0.31% | 28 | +10,234 | 11.55% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 91,284 | 3,246 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 87,017 | 3,095 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 91,996 | 3,080 | 0.14% | 0.15% | 31 | +1,996 | 2.22% | Q3 2026 | Nov 04, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 91,941 | 3,079 | 0.8% | 0.73% | 32 | +11,843 | 14.79% | Q3 2026 | Oct 19, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 77,858 | 2,607 | 0.05% | 0.31% | 33 | -365,555 | -82.44% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 69,054 | 2,456 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 67,710 | 2,267 | 0.44% | 0.43% | 35 | +5,335 | 8.55% | Q3 2026 | Oct 20, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | No change | 61,500 | 2,187 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 60,826 | 2,184 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 60,273 | 2,143 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LifeGoal Investments, LLC | History | Added to | 61,714 | 2,066 | 0.63% | 0.93% | 39 | +4,354 | 7.59% | Q3 2026 | Oct 08, 2026 |
| HSBC HOLDINGS PLC | History | No change | 53,914 | 1,917 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 50,312 | 1,789 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 50,486 | 1,690 | 0.93% | 0.96% | 42 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 46,561 | 1,656 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 43,317 | 1,561 | 0.84% | 0.84% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 41,419 | 1,467 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 40,332 | 1,376 | 0.22% | 0.22% | 46 | -51 | -0.13% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 35,907 | 1,277 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 34,468 | 1,154 | 0.09% | 0.08% | 48 | -442 | -1.27% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 32,355 | 1,150 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Capital Management, LLC | History | No change | 31,940 | 1,136 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 30,816 | 1,096 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28,019 | 997 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lynx Investment Advisory | History | Added to | 28,112 | 941 | 0.31% | 0.3% | 53 | +2,636 | 10.35% | Q3 2026 | Oct 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 26,252 | 933 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mittelman Wealth Management | History | No change | 5,497 | 880 | 0.58% | 0.58% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kroeger Financial Partners | History | Reduced | 26,114 | 874 | 0.87% | 0.91% | 56 | -336 | -1.27% | Q3 2026 | Oct 19, 2026 |
| MSH Capital Advisors LLC | History | Added to | 25,680 | 860 | 0.13% | 0.13% | 57 | +5,072 | 24.61% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 23,170 | 824 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 21,371 | 760 | 0.28% | 0.28% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,290 | 646 | 0.0% | 0.01% | 60 | -155,290 | -88.95% | Q3 2026 | Nov 02, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 17,353 | 617 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 16,277 | 545 | 0.0% | 0.0% | 62 | -1,199 | -6.86% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Reduced | 15,429 | 516 | 0.0% | 0.0% | 63 | -759 | -4.69% | Q3 2026 | Nov 02, 2026 |
| Ignite Planners, LLC | History | New | 14,595 | 488 | 0.06% | — | 64 | +14,595 | New | Q3 2026 | Oct 14, 2026 |
| Keebeck Wealth Management | History | No change | 13,600 | 483 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 13,066 | 464 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avestar Capital, LLC | History | Reduced | 13,598 | 455 | 0.04% | 0.03% | 67 | -512 | -3.63% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,774 | 454 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 13,200 | 442 | 0.0% | 0.01% | 69 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 13,200 | 442 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Boltwood Capital Management | History | Added to | 13,050 | 437 | 0.1% | 0.06% | 71 | +5,750 | 78.77% | Q3 2026 | Oct 02, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 12,127 | 431 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | New | 12,687 | 424 | 0.04% | — | 73 | +12,687 | New | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 10,670 | 379 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 10,628 | 376 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,471 | 372 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 11,015 | 368 | 0.09% | — | 77 | +11,015 | New | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,785 | 312 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 8,720 | 310 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 8,491 | 304 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Yoffe Investment Management, LLC | History | No change | 8,764 | 293 | 0.35% | 0.36% | 81 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GS Investments, Inc. | History | No change | 8,220 | 292 | 0.21% | 0.21% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 8,671 | 290 | 0.14% | 0.11% | 83 | +1,143 | 15.18% | Q3 2026 | Oct 28, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 8,340 | 279 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Merit Financial Group, LLC | History | No change | 7,797 | 277 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 7,658 | 272 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 7,414 | 263 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Solutions Group, LLC | History | Added to | 7,734 | 259 | 0.05% | 0.08% | 88 | +1,295 | 20.11% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,003 | 249 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 6,889 | 245 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,740 | 240 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,702 | 238 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| F&V Capital Management, LLC | History | No change | 6,960 | 233 | 0.04% | 0.05% | 93 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,596 | 220 | 0.0% | 0.01% | 94 | -8,116 | -55.17% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,712 | 219 | 0.0% | — | 95 | +6,712 | New | Q3 2026 | Oct 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,996 | 200 | 0.0% | — | 97 | +5,996 | New | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,646 | 200 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,956 | 199 | 0.01% | 0.01% | 98 | +200 | 3.47% | Q3 2026 | Nov 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 4,513 | 151 | 0.0% | 0.0% | 99 | -819 | -15.36% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,375 | 120 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,179 | 113 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,185 | 106 | 0.0% | 0.01% | 102 | -7,855 | -71.15% | Q3 2026 | Oct 16, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 548 | 104 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 2,896 | 96 | 0.01% | 0.01% | 104 | -1 | -0.03% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,804 | 93 | 0.0% | 0.0% | 105 | -1,836 | -39.57% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,088 | 74 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 1,413 | 50 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,024 | 34 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 937 | 33 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 891 | 31 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 921 | 30 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arax Advisory Partners | History | No change | 620 | 22 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 654 | 21 | 0.0% | 0.0% | 113 | +448 | 217.48% | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 600 | 21 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 518 | 17 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 450 | 15 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 409 | 13 | 0.0% | 0.0% | 117 | -152 | -27.09% | Q3 2026 | Oct 22, 2026 |
| ALLIANZ SE | History | No change | 332 | 11 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 221 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 183 | 6 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ankerstar Wealth, LLC | History | No change | 195 | 6 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 60 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | New | 50 | 1 | 0.0% | — | 128 | +50 | New | Q3 2026 | Oct 30, 2026 |
| Parallel Advisors, LLC | History | New | 30 | 1 | 0.0% | — | 129 | +30 | New | Q3 2026 | Nov 03, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 40 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Integrity Financial Corp /WA | History | No change | 41 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Accordant Advisory Group Inc | History | No change | 47 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -61,397 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SENTINEL TRUST CO LBA | History | Closed out | 0 | 0 | — | 0.19% | — | -60,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Evolution Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -25,042 | -100.0% | Q3 2026 | Nov 03, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Closed out | 0 | 0 | — | 0.08% | — | -20,141 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Mosley Wealth Management | History | Closed out | 0 | 0 | — | 0.19% | — | -16,595 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,552 | -100.0% | Q3 2026 | Nov 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,150 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westend Capital Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boreal Capital Management LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |