Franklin Templeton ETF Trust - FLJP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,180,511 | 419,618 | 0.03% | 0.03% | 1 | +344,139 | 2.91% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,490,762 | 154,706 | 0.01% | 0.01% | 2 | +16,822 | 0.38% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 774,346 | 26,676 | 0.01% | 0.01% | 3 | +5,775 | 0.75% | Q4 2025 | Feb 17, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 676,720 | 23,313 | 0.38% | 0.4% | 4 | +17,061 | 2.59% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 638,991 | 22,013 | 0.01% | 0.01% | 5 | -37,292 | -5.51% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 600,388 | 20,683 | 0.01% | 0.01% | 6 | -61,418 | -9.28% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 530,644 | 18,280 | 0.0% | 0.0% | 7 | +323,509 | 156.18% | Q4 2025 | Jan 29, 2026 |
| Arvest Bank Trust Division | History | Reduced | 510,077 | 17,572 | 0.95% | 0.99% | 8 | -6,749 | -1.31% | Q4 2025 | Feb 09, 2026 |
| Empowered Funds, LLC | History | Added to | 454,652 | 15,662 | 0.27% | 0.08% | 9 | +239,231 | 111.05% | Q4 2025 | Feb 18, 2026 |
| Tradewinds Capital Management, LLC | History | New | 409,282 | 14,099 | 2.97% | — | 10 | +409,282 | New | Q4 2025 | Jan 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 404,392 | 13,931 | 0.06% | 0.06% | 11 | +2,508 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Cercano Management LLC | History | No change | 399,037 | 13,746 | 0.52% | 0.53% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 370,262 | 12,753 | 0.0% | 0.0% | 13 | +33,813 | 10.05% | Q4 2025 | Feb 17, 2026 |
| Rainwater Charitable Foundation | History | No change | 328,743 | 11,325 | 6.68% | 7.12% | 14 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quadrature Capital Ltd | History | New | 328,176 | 11,305 | 0.12% | — | 15 | +328,176 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 326,765 | 11,257 | 0.02% | 0.02% | 16 | -10,419 | -3.09% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 326,543 | 11,249 | 0.06% | 0.07% | 17 | -5,152 | -1.55% | Q4 2025 | Feb 12, 2026 |
| Avestar Capital, LLC | History | Added to | 319,860 | 11,019 | 0.71% | 0.69% | 18 | +14,989 | 4.92% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 317,913 | 10,952 | 0.0% | 0.0% | 19 | +7,271 | 2.34% | Q4 2025 | Feb 18, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 317,563 | 10,940 | 1.4% | 1.53% | 20 | +20,149 | 6.77% | Q4 2025 | Feb 10, 2026 |
| Kensington Asset Management, LLC | History | Added to | 313,581 | 10,843 | 0.56% | 0.34% | 21 | +147,142 | 88.41% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 301,378 | 10,382 | 0.0% | 0.0% | 22 | -39,387 | -11.56% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 300,582 | 10,355 | 0.0% | — | 23 | +300,582 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 293,546 | 10,113 | 0.79% | — | 24 | +293,546 | New | Q4 2025 | Jan 20, 2026 |
| Tidal Investments LLC | History | Added to | 293,165 | 10,099 | 0.02% | 0.02% | 25 | +15,395 | 5.54% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 293,115 | 10,098 | 0.33% | — | 26 | +293,115 | New | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 273,154 | 9,410 | 0.11% | 0.11% | 27 | -4,332 | -1.56% | Q4 2025 | Feb 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 249,121 | 8,582 | 0.37% | 0.39% | 28 | -621 | -0.25% | Q4 2025 | Jan 29, 2026 |
| Paragon Capital Management Ltd | History | Added to | 223,815 | 7,710 | 1.53% | 1.44% | 29 | +2,538 | 1.15% | Q4 2025 | Jan 22, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 199,169 | 6,861 | 0.96% | 1.0% | 30 | -2,064 | -1.03% | Q4 2025 | Jan 20, 2026 |
| ES4, LLC | History | New | 193,477 | 6,665 | 4.59% | — | 31 | +193,477 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 189,990 | 6,545 | 0.73% | — | 32 | +189,990 | New | Q4 2025 | Feb 13, 2026 |
| Opes Wealth Management LLC | History | Added to | 187,637 | 6,464 | 1.05% | 1.12% | 33 | +1,057 | 0.57% | Q4 2025 | Feb 02, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 181,944 | 6,267 | 3.39% | 3.56% | 34 | -23,946 | -11.63% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 165,300 | 5,694 | 0.02% | 0.01% | 35 | +89,500 | 118.07% | Q4 2025 | Feb 12, 2026 |
| Zurich Insurance Group Ltd/FI | History | Added to | 161,441 | 5,582 | 0.04% | 0.02% | 36 | +94,275 | 140.36% | Q4 2025 | Feb 17, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 149,732 | 5,158 | 3.56% | 3.52% | 37 | -107 | -0.07% | Q4 2025 | Jan 22, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 134,441 | 4,631 | 2.21% | — | 38 | +134,441 | New | Q4 2025 | Jan 09, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 132,057 | 4,549 | 1.62% | 1.47% | 39 | +4,240 | 3.32% | Q4 2025 | Feb 03, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 117,042 | 4,032 | 0.17% | 0.13% | 40 | +24,682 | 26.72% | Q4 2025 | Feb 09, 2026 |
| Mittelman Wealth Management | History | Added to | 102,108 | 3,517 | 2.29% | 2.29% | 41 | +714 | 0.7% | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 90,432 | 3,141 | 0.35% | — | 42 | +90,432 | New | Q4 2025 | Mar 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 85,614 | 2,949 | 0.01% | 0.01% | 43 | +6,612 | 8.37% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 79,279 | 2,731 | 0.03% | 0.03% | 44 | +2,036 | 2.64% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 78,937 | 2,719 | 0.01% | 0.01% | 45 | -653 | -0.82% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 72,991 | 2,514 | 0.0% | 0.0% | 46 | +1,145 | 1.59% | Q4 2025 | Feb 11, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 67,429 | 2,322 | 0.77% | 0.71% | 47 | +9,000 | 15.4% | Q4 2025 | Jan 26, 2026 |
| Altman Advisors, Inc. | History | Added to | 58,179 | 2,004 | 0.76% | 0.76% | 48 | +393 | 0.68% | Q4 2025 | Feb 04, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 57,695 | 1,987 | 0.03% | 0.03% | 49 | +7,282 | 14.44% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | No change | 52,572 | 1,811 | 0.03% | 0.04% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 51,907 | 1,788 | 0.0% | 0.0% | 51 | +69 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 49,614 | 1,709 | 0.29% | 0.15% | 52 | +20,901 | 72.79% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 43,643 | 1,503 | 0.0% | 0.0% | 53 | +754 | 1.76% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 43,461 | 1,497 | 0.0% | 0.0% | 54 | +7,844 | 22.02% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 41,435 | 1,427 | 0.12% | 0.12% | 55 | +343 | 0.83% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Reduced | 39,745 | 1,369 | 0.0% | 0.0% | 56 | -3,607 | -8.32% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 39,025 | 1,344 | 0.01% | 0.0% | 57 | +1,411 | 3.75% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | No change | 38,222 | 1,316 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 36,759 | 1,266 | 0.0% | — | 59 | +36,759 | New | Q4 2025 | Feb 13, 2026 |
| Virtus Family Office LLC | History | Added to | 35,232 | 1,213 | 1.05% | 1.06% | 60 | +2,391 | 7.28% | Q4 2025 | Feb 03, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 34,539 | 1,189 | 0.74% | 0.55% | 61 | +11,546 | 50.22% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 34,100 | 1,174 | 0.0% | 0.01% | 62 | -97,000 | -73.99% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 32,454 | 1,118 | 0.01% | 0.01% | 63 | +381 | 1.19% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 31,593 | 1,088 | 0.0% | — | 64 | +31,593 | New | Q4 2025 | Feb 05, 2026 |
| General Partner, Inc. | History | No change | 30,295 | 1,043 | 0.59% | 0.58% | 65 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 28,600 | 985 | 1.07% | — | 66 | +28,600 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 27,743 | 955 | 0.0% | — | 67 | +27,743 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,126 | 924 | 0.0% | 0.0% | 68 | -78 | -0.3% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,640 | 779 | 0.0% | 0.0% | 69 | -290 | -1.26% | Q4 2025 | Feb 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 20,609 | 709 | 0.0% | 0.0% | 70 | +2,287 | 12.48% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 20,377 | 701 | 0.03% | 0.04% | 71 | -10,522 | -34.05% | Q4 2025 | Jan 27, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 20,079 | 691 | 0.26% | 0.32% | 72 | -3,050 | -13.19% | Q4 2025 | Jan 21, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 19,000 | 654 | 0.0% | — | 73 | +19,000 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18,971 | 653 | 0.02% | 0.03% | 74 | -4,655 | -19.7% | Q4 2025 | Feb 06, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 17,902 | 616 | 0.12% | 0.13% | 75 | -141 | -0.78% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,445 | 600 | 0.0% | 0.0% | 76 | +1,041 | 6.35% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,371 | 598 | 0.0% | — | 77 | +17,371 | New | Q4 2025 | Feb 18, 2026 |
| Wealthfront Advisers LLC | History | Added to | 16,920 | 582 | 0.0% | 0.0% | 78 | +568 | 3.47% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 16,446 | 566 | 0.08% | — | 79 | +16,446 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 15,991 | 550 | 0.01% | 0.01% | 80 | +1,368 | 9.36% | Q4 2025 | Mar 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,300 | 527 | 0.0% | — | 81 | +15,300 | New | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,055 | 518 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arsenal Capital Advisors LLC | History | New | 14,251 | 490 | 0.35% | — | 83 | +14,251 | New | Q4 2025 | Feb 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 14,175 | 488 | 0.33% | 0.37% | 84 | -1,250 | -8.1% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,607 | 468 | 0.01% | 0.01% | 85 | +3,939 | 40.74% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 12,558 | 432 | 0.0% | 0.0% | 86 | +1,739 | 16.07% | Q4 2025 | Feb 17, 2026 |
| Boltwood Capital Management | History | Added to | 12,250 | 422 | 0.11% | 0.11% | 87 | +50 | 0.41% | Q4 2025 | Jan 02, 2026 |
| Cerity Partners LLC | History | Reduced | 11,819 | 407 | 0.0% | 0.0% | 88 | -353 | -2.9% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,804 | 406 | 0.0% | 0.0% | 89 | +1,206 | 11.38% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 11,770 | 405 | 0.01% | 0.01% | 90 | -736 | -5.89% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 11,467 | 395 | 0.0% | — | 91 | +11,467 | New | Q4 2025 | Mar 20, 2026 |
| Yoffe Investment Management, LLC | History | No change | 11,410 | 393 | 0.5% | 0.51% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | New | 11,247 | 387 | 0.03% | — | 93 | +11,247 | New | Q4 2025 | Jan 20, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 11,069 | 381 | 0.15% | 0.15% | 94 | +469 | 4.42% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | New | 11,038 | 380 | 0.0% | — | 95 | +11,038 | New | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,634 | 366 | 0.0% | 0.0% | 96 | +19 | 0.18% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 9,991 | 344 | 0.0% | 0.0% | 97 | +256 | 2.63% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,758 | 336 | 0.0% | 0.0% | 98 | +524 | 5.67% | Q4 2025 | Feb 05, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 9,273 | 319 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 9,245 | 318 | 0.01% | 0.01% | 100 | -234 | -2.47% | Q4 2025 | Feb 06, 2026 |
| Inspire Advisors, LLC | History | Reduced | 8,957 | 308 | 0.03% | 0.04% | 101 | -2,718 | -23.28% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 8,880 | 307 | 0.0% | 0.0% | 103 | +229 | 2.65% | Q4 2025 | Jan 23, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 8,935 | 307 | 0.0% | 0.0% | 102 | -35 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Insight Wealth Strategies, LLC | History | New | 8,754 | 301 | 0.03% | — | 104 | +8,754 | New | Q4 2025 | Jan 02, 2026 |
| GTS SECURITIES LLC | History | Added to | 8,660 | 298 | 0.01% | 0.01% | 105 | +2,630 | 43.62% | Q4 2025 | Feb 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 8,468 | 291 | 0.08% | 0.08% | 106 | -59 | -0.69% | Q4 2025 | Jan 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,103 | 279 | 0.0% | 0.0% | 107 | -288 | -3.43% | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,854 | 270 | 0.02% | 0.02% | 108 | -431 | -5.2% | Q4 2025 | Feb 03, 2026 |
| Sunpointe, LLC | History | New | 7,771 | 267 | 0.09% | — | 110 | +7,771 | New | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,777 | 267 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | New | 7,516 | 258 | 0.01% | — | 111 | +7,516 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 6,873 | 236 | 0.0% | — | 112 | +6,873 | New | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,779 | 233 | 0.01% | 0.01% | 113 | -416 | -5.78% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,617 | 227 | 0.0% | 0.0% | 114 | -390 | -5.57% | Q4 2025 | Feb 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 6,586 | 226 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,463 | 222 | 0.0% | 0.0% | 116 | -312 | -4.61% | Q4 2025 | Mar 16, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 5,905 | 203 | 0.03% | 0.03% | 117 | -14 | -0.24% | Q4 2025 | Jan 22, 2026 |
| Auour Investments LLC | History | New | 5,818 | 200 | 0.06% | — | 118 | +5,818 | New | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,968 | 171 | 0.0% | 0.0% | 119 | +266 | 5.66% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 4,448 | 153 | 0.0% | 0.0% | 120 | +71 | 1.62% | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 4,138 | 142 | 0.13% | — | 121 | +4,138 | New | Q4 2025 | Mar 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,632 | 125 | 0.0% | 0.0% | 122 | -167 | -4.4% | Q4 2025 | Feb 17, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 3,400 | 117 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,383 | 116 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,076 | 105 | 0.0% | 0.0% | 125 | -648 | -17.4% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,954 | 101 | 0.0% | — | 126 | +2,954 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,340 | 80 | 0.0% | 0.0% | 127 | -612 | -20.73% | Q4 2025 | Feb 10, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,125 | 73 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,806 | 62 | 0.0% | 0.0% | 129 | +522 | 40.65% | Q4 2025 | Jan 23, 2026 |
| Clean Yield Group | History | No change | 1,750 | 60 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,723 | 59 | 0.0% | — | 131 | +1,723 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 1,202 | 41 | 0.0% | 0.0% | 132 | +358 | 42.42% | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,190 | 40 | 0.01% | — | 133 | +1,190 | New | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,150 | 39 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 860 | 29 | 0.0% | 0.0% | 135 | +7 | 0.82% | Q4 2025 | Feb 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 731 | 25 | 0.0% | — | 136 | +731 | New | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 619 | 21 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | New | 567 | 19 | 0.0% | — | 138 | +567 | New | Q4 2025 | Feb 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 539 | 18 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | No change | 500 | 17 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 440 | 15 | 0.0% | 0.0% | 141 | +71 | 19.24% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | No change | 432 | 14 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 369 | 13 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 368 | 12 | 0.0% | — | 144 | +368 | New | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | New | 240 | 8 | 0.0% | — | 147 | +240 | New | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 254 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | No change | 259 | 8 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ASSETMARK, INC | History | No change | 208 | 7 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 175 | 6 | 0.0% | — | 150 | +175 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Added to | 200 | 6 | 0.0% | 0.0% | 149 | +6 | 3.09% | Q4 2025 | Jan 16, 2026 |
| BESSEMER GROUP INC | History | No change | 153 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 168 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DT Investment Partners, LLC | History | New | 95 | 3 | 0.0% | — | 154 | +95 | New | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hara Capital LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AlphaCore Capital LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | No change | 59 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 80 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fairman Group, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 45 | 1 | 0.0% | — | 162 | +45 | New | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 32 | 1 | 0.0% | — | 161 | +32 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | New | 32 | 1 | 0.0% | — | 164 | +32 | New | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rossby Financial, LCC | History | No change | 50 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,164 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,231 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,251 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,234 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,162 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,099 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,036 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,998 | -100.0% | Q3 2025 | Mar 04, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2025 | Nov 18, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -221 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kingdom Financial Group LLC. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 06, 2026 |