Franklin Templeton ETF Trust - FLJP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,696,433 | 495,536 | 0.04% | 0.03% | 1 | +1,515,922 | 12.45% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 7,695,614 | 278,427 | 0.02% | 0.01% | 2 | +3,204,852 | 71.37% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,108,118 | 148,631 | 0.05% | 0.0% | 3 | +4,099,183 | 45877.82% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,958,480 | 107,037 | 0.03% | 0.0% | 4 | +2,950,703 | 37941.4% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,196,100 | 43,274 | 0.01% | 0.01% | 5 | +595,712 | 99.22% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | New | 750,218 | 27,142 | 0.12% | — | 6 | +750,218 | New | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 747,452 | 27,042 | 0.42% | 0.38% | 7 | +70,732 | 10.45% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 704,561 | 25,493 | 0.01% | 0.0% | 8 | +334,299 | 90.29% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 677,818 | 24,523 | 0.01% | 0.01% | 9 | +38,827 | 6.08% | Q1 2026 | May 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 661,624 | 23,937 | 0.01% | — | 10 | +661,624 | New | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 563,995 | 20,405 | 0.01% | 0.01% | 11 | -210,351 | -27.16% | Q1 2026 | May 18, 2026 |
| Arvest Bank Trust Division | History | Reduced | 506,086 | 18,310 | 1.0% | 0.95% | 12 | -3,991 | -0.78% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 487,318 | 17,631 | 3.5% | 2.97% | 13 | +78,036 | 19.07% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Reduced | 423,666 | 15,328 | 0.0% | 0.0% | 14 | -106,978 | -20.16% | Q1 2026 | May 05, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 394,629 | 14,277 | 0.06% | 0.06% | 15 | -9,763 | -2.41% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 351,887 | 12,731 | 0.03% | 0.01% | 16 | +272,950 | 345.78% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 350,598 | 12,684 | 0.06% | 0.06% | 17 | +24,055 | 7.37% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 331,732 | 12,002 | 0.97% | 0.79% | 18 | +38,186 | 13.01% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 329,504 | 11,921 | 0.0% | 0.0% | 19 | +28,126 | 9.33% | Q1 2026 | May 13, 2026 |
| Rainwater Charitable Foundation | History | No change | 328,743 | 11,893 | 6.14% | 6.68% | 20 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Morningstar Investment Management LLC | History | New | 328,512 | 11,885 | 0.74% | — | 21 | +328,512 | New | Q1 2026 | May 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 328,334 | 11,879 | 1.47% | 1.4% | 22 | +10,771 | 3.39% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 326,817 | 11,824 | 0.0% | 0.0% | 23 | +8,904 | 2.8% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 319,258 | 11,550 | 0.02% | 0.02% | 24 | -7,507 | -2.3% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 297,196 | 10,752 | 0.02% | 0.02% | 25 | +4,031 | 1.37% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 282,972 | 10,237 | 0.15% | — | 26 | +282,972 | New | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 238,189 | 8,617 | 0.39% | 0.37% | 27 | -10,932 | -4.39% | Q1 2026 | May 06, 2026 |
| Paragon Capital Management Ltd | History | Added to | 230,103 | 8,325 | 1.75% | 1.53% | 28 | +6,288 | 2.81% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 224,116 | 7,830 | 0.0% | 0.0% | 29 | +151,125 | 207.05% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 215,330 | 7,790 | 0.1% | 0.11% | 30 | -57,824 | -21.17% | Q1 2026 | May 07, 2026 |
| Opes Wealth Management LLC | History | Added to | 201,112 | 7,276 | 1.2% | 1.05% | 31 | +13,475 | 7.18% | Q1 2026 | Apr 28, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 198,284 | 7,173 | 0.98% | 0.96% | 32 | -885 | -0.44% | Q1 2026 | Apr 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 194,714 | 7,044 | 0.81% | 0.73% | 33 | +4,724 | 2.49% | Q1 2026 | May 11, 2026 |
| ES4, LLC | History | No change | 193,477 | 7,000 | 4.52% | 4.59% | 34 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 193,306 | 6,994 | 0.0% | 0.0% | 35 | -107,276 | -35.69% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | New | 191,205 | 6,917 | 0.3% | — | 36 | +191,205 | New | Q1 2026 | Apr 21, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 189,978 | 6,873 | 4.27% | 3.39% | 37 | +8,034 | 4.42% | Q1 2026 | May 04, 2026 |
| Accordant Advisory Group Inc | History | Added to | 172,812 | 6,252 | 3.87% | 3.56% | 38 | +23,080 | 15.41% | Q1 2026 | May 11, 2026 |
| Zurich Insurance Group Ltd/FI | History | Added to | 170,041 | 6,152 | 0.05% | 0.04% | 39 | +8,600 | 5.33% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 138,194 | 5,508 | 0.53% | 0.35% | 40 | +47,762 | 52.82% | Q1 2026 | May 15, 2026 |
| Cercano Management LLC | History | Reduced | 146,612 | 5,304 | 0.23% | 0.52% | 41 | -252,425 | -63.26% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 133,960 | 4,846 | 1.71% | 1.62% | 42 | +1,903 | 1.44% | Q1 2026 | Apr 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 131,215 | 4,747 | 0.19% | 0.17% | 43 | +14,173 | 12.11% | Q1 2026 | May 12, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 126,029 | 4,559 | 2.37% | 2.21% | 44 | -8,412 | -6.26% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 111,300 | 4,026 | 0.01% | 0.02% | 45 | -54,000 | -32.67% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 107,175 | 3,877 | 0.01% | 0.01% | 46 | +21,561 | 25.18% | Q1 2026 | May 04, 2026 |
| Mittelman Wealth Management | History | Added to | 102,476 | 3,707 | 2.31% | 2.29% | 47 | +368 | 0.36% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Reduced | 88,208 | 3,191 | 0.2% | 0.71% | 48 | -231,652 | -72.42% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 85,956 | 3,109 | 0.0% | 0.0% | 49 | +42,313 | 96.95% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 85,948 | 3,109 | 0.03% | 0.03% | 50 | +6,669 | 8.41% | Q1 2026 | May 08, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 80,941 | 2,928 | 0.16% | 0.56% | 51 | -232,640 | -74.19% | Q1 2026 | May 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 78,588 | 2,843 | 0.22% | 0.12% | 52 | +37,153 | 89.67% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 75,857 | 2,744 | 0.01% | — | 53 | +75,857 | New | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 69,901 | 2,529 | 0.0% | 0.0% | 54 | +54,601 | 356.87% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 66,719 | 2,413 | 0.04% | — | 55 | +66,719 | New | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 61,719 | 2,232 | 0.03% | 0.03% | 56 | +4,024 | 6.97% | Q1 2026 | May 13, 2026 |
| Altman Advisors, Inc. | History | Reduced | 57,897 | 2,094 | 0.87% | 0.76% | 57 | -282 | -0.48% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 54,333 | 1,965 | 0.04% | 0.01% | 58 | +40,726 | 299.3% | Q1 2026 | May 14, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 52,736 | 1,907 | 0.32% | 0.29% | 59 | +3,122 | 6.29% | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 52,560 | 1,901 | 0.03% | 0.03% | 60 | -12 | -0.02% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 51,032 | 1,846 | 0.0% | 0.0% | 61 | -875 | -1.69% | Q1 2026 | May 05, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 40,030 | 1,448 | 0.0% | 0.0% | 62 | +19,421 | 94.24% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 38,501 | 1,392 | 0.0% | 0.0% | 63 | +1,742 | 4.74% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 38,052 | 1,376 | 0.0% | 0.0% | 64 | -170 | -0.44% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | New | 37,479 | 1,355 | 0.01% | — | 65 | +37,479 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 39,025 | 1,344 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 36,913 | 1,335 | 0.05% | 0.03% | 67 | +16,536 | 81.15% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Reduced | 35,046 | 1,267 | 0.0% | 0.0% | 68 | -4,699 | -11.82% | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 34,100 | 1,233 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Athena Wealth Management, LLC | History | Added to | 33,197 | 1,201 | 0.98% | 1.06% | 70 | +1,549 | 4.89% | Q1 2026 | Apr 17, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 34,539 | 1,189 | 0.74% | 0.74% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 32,188 | 1,164 | 0.02% | 0.01% | 72 | +16,197 | 101.29% | Q1 2026 | Apr 27, 2026 |
| General Partner, Inc. | History | No change | 30,295 | 1,096 | 0.67% | 0.59% | 73 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Asset One Wealth Management LLC | History | New | 28,163 | 1,049 | 0.12% | — | 74 | +28,163 | New | Q1 2026 | May 12, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 28,216 | 1,020 | 1.14% | 1.07% | 75 | -384 | -1.34% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 27,976 | 1,012 | 0.03% | 0.02% | 76 | +9,005 | 47.47% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 27,861 | 1,008 | 0.0% | 0.0% | 77 | +17,870 | 178.86% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,693 | 929 | 0.0% | 0.0% | 78 | +3,053 | 13.48% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 25,109 | 908 | 0.0% | 0.0% | 79 | +8,189 | 48.4% | Q1 2026 | May 05, 2026 |
| Virtus Family Office LLC | History | Reduced | 22,345 | 808 | 0.69% | 1.05% | 80 | -12,887 | -36.58% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 21,571 | 780 | 0.02% | 0.01% | 81 | +14,792 | 218.2% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 20,662 | 747 | 0.0% | 0.0% | 82 | +9,195 | 80.19% | Q1 2026 | Apr 30, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 19,298 | 698 | 0.27% | 0.26% | 83 | -781 | -3.89% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,094 | 690 | 0.0% | — | 84 | +19,094 | New | Q1 2026 | May 15, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 19,000 | 687 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | No change | 17,902 | 647 | 0.13% | 0.12% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,695 | 640 | 0.0% | 0.0% | 87 | +250 | 1.43% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 16,673 | 603 | 0.01% | — | 88 | +16,673 | New | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,055 | 544 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,324 | 518 | 0.0% | 0.0% | 90 | -3,047 | -17.54% | Q1 2026 | May 14, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 14,251 | 515 | 0.37% | 0.35% | 91 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 14,175 | 512 | 0.37% | 0.33% | 92 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 13,324 | 482 | 0.01% | 0.01% | 93 | +1,554 | 13.2% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Reduced | 12,387 | 448 | 0.0% | 0.0% | 94 | -171 | -1.36% | Q1 2026 | May 12, 2026 |
| Boltwood Capital Management | History | Added to | 12,400 | 448 | 0.11% | 0.11% | 95 | +150 | 1.22% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | No change | 11,819 | 427 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | New | 11,667 | 422 | 0.0% | — | 97 | +11,667 | New | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,544 | 417 | 0.0% | 0.0% | 98 | +5,081 | 78.62% | Q1 2026 | May 14, 2026 |
| Yoffe Investment Management, LLC | History | No change | 11,410 | 412 | 0.53% | 0.5% | 99 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 11,381 | 411 | 0.17% | 0.15% | 100 | +312 | 2.82% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,956 | 400 | 0.0% | 0.0% | 101 | -15,170 | -58.06% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,997 | 397 | 0.0% | 0.0% | 102 | -41 | -0.37% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,679 | 386 | 0.0% | 0.0% | 103 | +45 | 0.42% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 10,483 | 379 | 0.01% | — | 104 | +10,483 | New | Q1 2026 | May 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,946 | 360 | 0.0% | 0.0% | 105 | +188 | 1.93% | Q1 2026 | Apr 30, 2026 |
| Aerodigm Wealth, LLC | History | New | 9,557 | 345 | 0.13% | — | 106 | +9,557 | New | Q1 2026 | Apr 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,388 | 339 | 0.01% | — | 107 | +9,388 | New | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Added to | 9,287 | 335 | 0.11% | 0.08% | 109 | +1,724 | 22.8% | Q1 2026 | May 21, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 9,273 | 335 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 8,967 | 324 | 0.0% | 0.0% | 110 | +87 | 0.98% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,245 | 318 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BOS Asset Management, LLC | History | Added to | 8,778 | 317 | 0.08% | 0.08% | 112 | +310 | 3.66% | Q1 2026 | Apr 08, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 8,754 | 316 | 0.04% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,664 | 313 | 0.02% | 0.02% | 114 | +810 | 10.31% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 8,539 | 308 | 0.0% | — | 115 | +8,539 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 8,329 | 300 | 0.0% | 0.0% | 116 | +1,456 | 21.18% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,227 | 297 | 0.0% | 0.0% | 117 | +124 | 1.53% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,880 | 285 | 0.0% | 0.01% | 118 | +364 | 4.84% | Q1 2026 | May 18, 2026 |
| United Asset Strategies, Inc. | History | New | 7,368 | 266 | 0.02% | — | 119 | +7,368 | New | Q1 2026 | Apr 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,608 | 245 | 0.0% | — | 120 | +6,608 | New | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | No change | 6,617 | 239 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 6,586 | 238 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,510 | 235 | 0.0% | 0.0% | 123 | -5,294 | -44.85% | Q1 2026 | Apr 27, 2026 |
| Arta Finance Wealth Management LLC | History | New | 6,488 | 234 | 0.12% | — | 124 | +6,488 | New | Q1 2026 | Apr 20, 2026 |
| Auour Investments LLC | History | Added to | 6,426 | 232 | 0.07% | 0.06% | 125 | +608 | 10.45% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,289 | 227 | 0.03% | 0.08% | 126 | -10,157 | -61.76% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,946 | 215 | 0.0% | 0.0% | 127 | +5,692 | 2240.94% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,822 | 210 | 0.0% | — | 128 | +5,822 | New | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 5,800 | 209 | 0.03% | 0.03% | 129 | -105 | -1.78% | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,550 | 200 | 0.0% | 0.0% | 130 | +1,918 | 52.81% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 5,125 | 185 | 0.0% | 0.0% | 131 | +677 | 15.22% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,724 | 170 | 0.0% | 0.0% | 132 | -244 | -4.91% | Q1 2026 | May 08, 2026 |
| BAYBAN | History | No change | 4,138 | 149 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,027 | 145 | 0.0% | 0.0% | 134 | +951 | 30.92% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 3,400 | 123 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,906 | 105 | 0.0% | 0.0% | 136 | +566 | 24.19% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,427 | 87 | 0.0% | 0.0% | 137 | +2,059 | 559.51% | Q1 2026 | May 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,125 | 76 | 0.01% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,006 | 72 | 0.0% | 0.0% | 139 | +1,566 | 355.91% | Q1 2026 | May 11, 2026 |
| Clean Yield Group | History | No change | 1,750 | 63 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Reduced | 1,472 | 53 | 0.0% | 0.0% | 141 | -41,989 | -96.61% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,190 | 43 | 0.02% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,150 | 41 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,088 | 39 | 0.0% | 0.0% | 144 | -114 | -9.48% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 924 | 33 | 0.0% | 0.0% | 145 | +64 | 7.44% | Q1 2026 | Apr 27, 2026 |
| PlanVest Financial, Inc | History | New | 785 | 28 | 0.02% | — | 146 | +785 | New | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 731 | 26 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 619 | 22 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 557 | 20 | 0.0% | — | 149 | +557 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 500 | 18 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 460 | 16 | 0.01% | — | 151 | +460 | New | Q1 2026 | Apr 24, 2026 |
| Bare Financial Services, Inc | History | No change | 432 | 15 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 408 | 14 | 0.0% | 0.01% | 153 | -131 | -24.3% | Q1 2026 | Apr 03, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 369 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 314 | 11 | 0.0% | 0.0% | 155 | -1,492 | -82.61% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 280 | 10 | 0.0% | — | 156 | +280 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | No change | 259 | 9 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Blue Trust, Inc. | History | Added to | 205 | 7 | 0.0% | 0.0% | 159 | +5 | 2.5% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | No change | 208 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 187 | 6 | 0.0% | 0.0% | 160 | -380 | -67.02% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | New | 167 | 6 | 0.0% | — | 162 | +167 | New | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 175 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | New | 144 | 5 | 0.0% | — | 163 | +144 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 137 | 4 | 0.0% | 0.0% | 164 | -31 | -18.45% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 105 | 3 | 0.0% | — | 168 | +105 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hara Capital LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | New | 78 | 2 | 0.0% | — | 173 | +78 | New | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 59 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | No change | 80 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fairman Group, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 48 | 1 | 0.0% | 0.01% | 176 | -3,335 | -98.58% | Q1 2026 | Apr 10, 2026 |
| Tidemark, LLC | History | New | 35 | 1 | 0.0% | — | 179 | +35 | New | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | New | 34 | 1 | 0.0% | — | 178 | +34 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 35 | 1 | 0.0% | 0.0% | 174 | -10 | -22.22% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Rossby Financial, LCC | History | No change | 50 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -454,652 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -328,176 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -293,115 | -100.0% | Q1 2026 | May 15, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Closed out | 0 | 0 | — | 0.77% | — | -67,429 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,454 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -31,593 | -100.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,743 | -100.0% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,247 | -100.0% | Q1 2026 | May 05, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,957 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,660 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,771 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,954 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,723 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q1 2026 | May 06, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Jun 02, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |