Franklin Templeton ETF Trust - FLMI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 4,806,634 | 119,540 | 0.03% | 0.03% | 1 | +1,034,603 | 27.43% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,468,520 | 61,383 | 0.01% | 0.01% | 2 | +420,241 | 20.52% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,366,025 | 58,843 | 0.89% | 0.89% | 3 | +93,813 | 4.13% | Q4 2025 | Jan 22, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,892,928 | 47,077 | 2.02% | 2.0% | 4 | +155,902 | 8.98% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,530,968 | 38,075 | 0.01% | 0.0% | 5 | +660,284 | 75.84% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,409,390 | 34,915 | 0.04% | 0.06% | 6 | -16,625 | -1.17% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,361,148 | 33,851 | 0.01% | 0.01% | 7 | +254,068 | 22.95% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,358,041 | 33,774 | 0.0% | 0.0% | 8 | +1,350,401 | 17675.41% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,213,060 | 30,168 | 0.0% | 0.0% | 9 | +951,307 | 363.44% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,171,039 | 29,123 | 0.03% | 0.03% | 10 | +295,860 | 33.81% | Q4 2025 | Feb 17, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 705,428 | 17,543 | 2.71% | 2.75% | 11 | +229 | 0.03% | Q4 2025 | Jan 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 670,339 | 16,671 | 0.09% | 0.06% | 12 | +274,979 | 69.55% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 624,825 | 15,539 | 0.02% | 0.02% | 13 | +37,141 | 6.32% | Q4 2025 | Feb 17, 2026 |
| TruWealth Advisors, LLC | History | Added to | 608,577 | 15,135 | 0.74% | 0.54% | 14 | +174,006 | 40.04% | Q4 2025 | Jan 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 544,755 | 13,548 | 0.26% | 0.28% | 15 | -2,611 | -0.48% | Q4 2025 | Feb 03, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 525,876 | 13,078 | 1.63% | 0.31% | 16 | +431,051 | 454.58% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 516,986 | 12,857 | 0.02% | 0.02% | 17 | +58,218 | 12.69% | Q4 2025 | Feb 02, 2026 |
| Legacy CG, LLC | History | Added to | 504,427 | 12,545 | 3.51% | 3.22% | 18 | +42,738 | 9.26% | Q4 2025 | Jan 26, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 441,555 | 10,981 | 6.1% | — | 19 | +441,555 | New | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 436,049 | 10,844 | 0.08% | 0.08% | 20 | +8,450 | 1.98% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 377,979 | 9,400 | 0.12% | 0.12% | 21 | +15,489 | 4.27% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 375,435 | 9,337 | 0.0% | 0.0% | 22 | +34,553 | 10.14% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 363,791 | 9,047 | 0.0% | 0.0% | 23 | +79,775 | 28.09% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 352,279 | 8,761 | 0.0% | 0.0% | 24 | +111,198 | 46.12% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 320,492 | 7,970 | 0.01% | 0.01% | 25 | +27,044 | 9.22% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 319,176 | 7,937 | 0.01% | 0.01% | 26 | +112,292 | 54.28% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 306,662 | 7,627 | 0.02% | 0.02% | 27 | +13,616 | 4.65% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 279,637 | 6,954 | 0.03% | 0.03% | 28 | +56,145 | 25.12% | Q4 2025 | Feb 17, 2026 |
| Asio Capital, LLC | History | Added to | 266,540 | 6,628 | 0.94% | 0.95% | 29 | +9,535 | 3.71% | Q4 2025 | Jan 21, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 260,442 | 6,477 | 2.5% | 0.85% | 30 | +183,905 | 240.28% | Q4 2025 | Jan 21, 2026 |
| Prentice Wealth Management LLC | History | Added to | 260,148 | 6,469 | 1.48% | 1.27% | 31 | +52,064 | 25.02% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 252,767 | 6,286 | 0.0% | 0.0% | 32 | +86,395 | 51.93% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 228,729 | 5,688 | 0.24% | 0.16% | 33 | +32,816 | 16.75% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 226,378 | 5,630 | 0.02% | 0.02% | 34 | +82,179 | 56.99% | Q4 2025 | Feb 18, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 217,015 | 5,397 | 0.6% | 0.69% | 35 | -27,122 | -11.11% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 215,617 | 5,362 | 0.04% | 0.02% | 36 | +92,949 | 75.77% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 213,301 | 5,305 | 0.01% | 0.01% | 37 | +32,534 | 18.0% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 210,075 | 5,224 | 0.01% | 0.01% | 38 | +3,928 | 1.91% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 193,687 | 4,817 | 0.0% | 0.0% | 39 | +10,365 | 5.65% | Q4 2025 | Feb 11, 2026 |
| Elequin Capital, LP | History | Added to | 186,702 | 4,643 | 0.35% | 0.06% | 40 | +143,459 | 331.75% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 182,273 | 4,533 | 0.08% | 0.06% | 41 | +58,304 | 47.03% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 180,570 | 4,490 | 0.62% | 0.51% | 42 | +30,767 | 20.54% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 170,387 | 4,238 | 0.01% | — | 43 | +170,387 | New | Q4 2025 | Feb 05, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 164,769 | 4,097 | 0.7% | 0.75% | 44 | -4,010 | -2.38% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 161,620 | 4,019 | 0.02% | 0.02% | 45 | +19,023 | 13.34% | Q4 2025 | Feb 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | New | 153,791 | 3,824 | 1.27% | — | 46 | +153,791 | New | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Added to | 145,288 | 3,613 | 0.05% | 0.05% | 47 | +24,528 | 20.31% | Q4 2025 | Feb 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 141,288 | 3,513 | 2.4% | 2.23% | 48 | +15,590 | 12.4% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Group, LLC | History | Added to | 133,301 | 3,315 | 0.11% | 0.09% | 49 | +30,228 | 29.33% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 130,042 | 3,232 | 0.12% | 0.14% | 50 | +41,101 | 46.21% | Q4 2025 | Feb 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 120,697 | 3,001 | 1.5% | 1.55% | 51 | -5,091 | -4.05% | Q4 2025 | Jan 30, 2026 |
| One Degree Advisors Inc | History | Added to | 120,667 | 3,000 | 0.82% | 0.72% | 52 | +25,741 | 27.12% | Q4 2025 | Feb 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 116,185 | 2,889 | 0.43% | 0.08% | 53 | +101,376 | 684.56% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 112,238 | 2,791 | 0.0% | 0.0% | 54 | +38,468 | 52.15% | Q4 2025 | Feb 11, 2026 |
| Certified Advisory Corp | History | Added to | 108,924 | 2,708 | 0.25% | 0.04% | 55 | +93,418 | 602.46% | Q4 2025 | Jan 12, 2026 |
| CROBAN | History | Added to | 104,117 | 2,588 | 1.25% | 1.16% | 56 | +33,784 | 48.03% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 102,173 | 2,541 | 0.0% | 0.0% | 57 | +68,249 | 201.18% | Q4 2025 | Feb 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 98,541 | 2,450 | 0.29% | 0.27% | 58 | +12,504 | 14.53% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 94,587 | 2,352 | 0.01% | 0.01% | 59 | +17,249 | 22.3% | Q4 2025 | Feb 13, 2026 |
| Madrid Wealth Management, LLC | History | New | 92,150 | 2,291 | 1.86% | — | 60 | +92,150 | New | Q4 2025 | Feb 02, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 91,834 | 2,283 | 0.64% | 0.65% | 61 | +136 | 0.15% | Q4 2025 | Feb 09, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 86,300 | 2,146 | 0.1% | 0.09% | 62 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 83,408 | 2,074 | 0.5% | — | 63 | +83,408 | New | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 83,373 | 2,073 | 0.1% | 0.1% | 64 | +3,462 | 4.33% | Q4 2025 | Jan 20, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 81,880 | 2,036 | 0.79% | 1.01% | 65 | -20,342 | -19.9% | Q4 2025 | Feb 17, 2026 |
| Sequent Planning LLC | History | Added to | 81,652 | 2,030 | 0.52% | 0.37% | 66 | +28,497 | 53.61% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 79,103 | 1,967 | 0.0% | 0.0% | 67 | +48,197 | 155.95% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 77,507 | 1,927 | 0.1% | 0.05% | 68 | +39,288 | 102.8% | Q4 2025 | Jan 20, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 71,995 | 1,790 | 0.64% | 0.69% | 69 | -3,845 | -5.07% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 70,816 | 1,761 | 0.0% | 0.0% | 70 | +68,325 | 2742.87% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 70,478 | 1,753 | 0.0% | 0.0% | 71 | +3,594 | 5.37% | Q4 2025 | Feb 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 68,513 | 1,703 | 0.19% | 0.18% | 72 | +6,741 | 10.91% | Q4 2025 | Jan 14, 2026 |
| Fire Capital Management LLC | History | New | 59,073 | 1,469 | 0.73% | — | 73 | +59,073 | New | Q4 2025 | Feb 03, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 58,282 | 1,449 | 0.57% | 0.53% | 74 | +8,878 | 17.97% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 58,057 | 1,443 | 0.0% | 0.0% | 75 | +16,497 | 39.69% | Q4 2025 | Feb 13, 2026 |
| Bowman & Co S.C. | History | Added to | 56,819 | 1,413 | 0.6% | 0.59% | 76 | +704 | 1.25% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 55,692 | 1,385 | 0.02% | 0.03% | 77 | +427 | 0.77% | Q4 2025 | Feb 06, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | New | 53,996 | 1,342 | 0.46% | — | 78 | +53,996 | New | Q4 2025 | Feb 10, 2026 |
| Embree Financial Group | History | Added to | 51,979 | 1,292 | 0.16% | 0.11% | 79 | +18,192 | 53.84% | Q4 2025 | Jan 14, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 50,988 | 1,277 | 0.04% | 0.06% | 80 | -15,377 | -23.17% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 45,500 | 1,131 | 0.02% | 0.01% | 82 | +33,000 | 264.0% | Q4 2025 | Jan 16, 2026 |
| Advisory Services Network, LLC | History | Added to | 45,484 | 1,131 | 0.02% | 0.01% | 81 | +9,111 | 25.05% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 42,609 | 1,060 | 0.0% | — | 83 | +42,609 | New | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 42,304 | 1,052 | 0.04% | 0.04% | 84 | +2,213 | 5.52% | Q4 2025 | Feb 04, 2026 |
| WULFF, HANSEN & CO. | History | No change | 41,187 | 1,024 | 0.86% | 0.88% | 85 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,768 | 1,013 | 0.02% | 0.02% | 86 | +2,010 | 5.19% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 40,187 | 999 | 0.01% | 0.0% | 87 | +10,096 | 33.55% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,963 | 993 | 0.0% | 0.0% | 88 | -5,696 | -12.48% | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 39,354 | 978 | 0.07% | 0.02% | 89 | +29,499 | 299.33% | Q4 2025 | Feb 18, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 39,147 | 973 | 0.34% | 0.39% | 90 | +392 | 1.01% | Q4 2025 | Feb 09, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 38,646 | 961 | 0.11% | 0.1% | 91 | +5,416 | 16.3% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 38,484 | 957 | 0.01% | — | 92 | +38,484 | New | Q4 2025 | Jan 29, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 37,687 | 937 | 0.24% | 0.18% | 93 | +11,528 | 44.07% | Q4 2025 | Jan 07, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 36,339 | 903 | 0.58% | 0.64% | 94 | -3,190 | -8.07% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 35,765 | 889 | 0.09% | 0.1% | 95 | +298 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 34,937 | 868 | 0.33% | 0.35% | 96 | -235 | -0.67% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 34,883 | 867 | 0.0% | 0.0% | 97 | +6,325 | 22.15% | Q4 2025 | Mar 25, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 34,220 | 851 | 0.01% | 0.02% | 98 | +891 | 2.67% | Q4 2025 | Feb 19, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 34,055 | 846 | 0.09% | 0.08% | 99 | +8,545 | 33.5% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 33,929 | 843 | 0.07% | — | 100 | +33,929 | New | Q4 2025 | Mar 04, 2026 |
| Quadrature Capital Ltd | History | New | 33,712 | 838 | 0.01% | — | 101 | +33,712 | New | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | New | 33,712 | 838 | 0.11% | — | 102 | +33,712 | New | Q4 2025 | Feb 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 32,947 | 819 | 0.01% | 0.0% | 103 | +16,560 | 101.06% | Q4 2025 | Feb 06, 2026 |
| Summit Financial Consulting LLC | History | Added to | 32,456 | 807 | 0.59% | 0.55% | 104 | +4,375 | 15.58% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 31,810 | 791 | 0.03% | 0.03% | 105 | +882 | 2.85% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 31,153 | 774 | 0.03% | 0.03% | 106 | +2,537 | 8.87% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 30,438 | 756 | 0.27% | — | 107 | +30,438 | New | Q4 2025 | Feb 03, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 30,152 | 750 | 0.0% | — | 108 | +30,152 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | New | 29,723 | 739 | 0.02% | — | 110 | +29,723 | New | Q4 2025 | Jan 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 29,718 | 739 | 0.51% | 0.52% | 109 | -738 | -2.42% | Q4 2025 | Jan 26, 2026 |
| Essex Financial Services, Inc. | History | Added to | 29,428 | 731 | 0.04% | 0.03% | 111 | +11,722 | 66.2% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 29,326 | 729 | 0.0% | — | 112 | +29,326 | New | Q4 2025 | Feb 12, 2026 |
| Smart Money Group LLC | History | Added to | 28,763 | 715 | 0.21% | 0.18% | 113 | +3,993 | 16.12% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 27,229 | 677 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WCG Wealth Advisors LLC | History | New | 25,412 | 632 | 0.02% | — | 115 | +25,412 | New | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 25,075 | 623 | 0.01% | 0.01% | 116 | +2,339 | 10.29% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 24,223 | 602 | 0.01% | 0.0% | 117 | +6,766 | 38.76% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,000 | 596 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 23,465 | 583 | 0.08% | 0.39% | 119 | -4,385 | -15.75% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | New | 23,300 | 579 | 0.0% | — | 120 | +23,300 | New | Q4 2025 | Mar 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,851 | 568 | 0.01% | 0.0% | 121 | +1,103 | 5.07% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,800 | 567 | 0.03% | 0.03% | 122 | +97 | 0.43% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,634 | 562 | 0.01% | 0.01% | 123 | +7,740 | 51.97% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 22,589 | 561 | 0.05% | 0.04% | 124 | +4,447 | 24.51% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 22,439 | 558 | 0.01% | 0.01% | 125 | +10,192 | 83.22% | Q4 2025 | Feb 06, 2026 |
| Econ Financial Services Corp | History | Reduced | 21,320 | 530 | 0.27% | 0.34% | 126 | -5,834 | -21.48% | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 19,096 | 474 | 0.01% | 0.02% | 127 | -4,939 | -20.55% | Q4 2025 | Jan 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,055 | 473 | 0.01% | 0.01% | 128 | +295 | 1.57% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 18,734 | 470 | 0.32% | 0.18% | 129 | -1,712 | -8.37% | Q4 2025 | Feb 17, 2026 |
| ARWA LLC | History | New | 18,292 | 454 | 0.27% | — | 130 | +18,292 | New | Q4 2025 | Feb 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 18,082 | 449 | 0.0% | — | 131 | +18,082 | New | Q4 2025 | Feb 18, 2026 |
| Tenzing Financial LLC | History | New | 17,068 | 424 | 0.34% | — | 132 | +17,068 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,938 | 421 | 0.01% | 0.01% | 133 | +829 | 5.15% | Q4 2025 | Feb 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,240 | 403 | 0.03% | 0.03% | 134 | +305 | 1.91% | Q4 2025 | Jan 09, 2026 |
| Sigma Planning Corp | History | Added to | 15,827 | 393 | 0.01% | 0.01% | 135 | +1,708 | 12.1% | Q4 2025 | Jan 30, 2026 |
| Members Advisory Group LLC | History | Added to | 15,808 | 393 | 0.15% | 0.13% | 136 | +473 | 3.08% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Added to | 15,669 | 389 | 0.0% | 0.0% | 137 | +1,961 | 14.31% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 15,510 | 385 | 0.0% | 0.0% | 138 | +1,439 | 10.23% | Q4 2025 | Jan 26, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 15,339 | 381 | 0.31% | 0.3% | 139 | +190 | 1.25% | Q4 2025 | Jan 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 15,308 | 380 | 0.01% | — | 143 | +15,308 | New | Q4 2025 | Jan 29, 2026 |
| TrueWealth Financial Partners | History | New | 15,283 | 380 | 0.31% | — | 140 | +15,283 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 15,283 | 380 | 0.31% | — | 142 | +15,283 | New | Q4 2025 | Feb 05, 2026 |
| Bill Few Associates, Inc. | History | No change | 15,302 | 380 | 0.09% | 0.1% | 141 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Visionary Wealth Advisors | History | New | 15,209 | 378 | 0.02% | — | 144 | +15,209 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,760 | 367 | 0.01% | 0.0% | 145 | +11,689 | 380.63% | Q4 2025 | Jan 28, 2026 |
| Evergreen Wealth Partners LLC | History | New | 14,591 | 362 | 0.3% | — | 146 | +14,591 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 14,500 | 360 | 0.02% | 0.04% | 147 | -4,749 | -24.67% | Q4 2025 | Feb 03, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 14,400 | 358 | 0.13% | 0.14% | 148 | +179 | 1.26% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,335 | 356 | 0.01% | 0.0% | 149 | +2,000 | 16.21% | Q4 2025 | Feb 02, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,175 | 352 | 0.0% | 0.0% | 150 | +393 | 2.85% | Q4 2025 | Jan 12, 2026 |
| NorthRock Partners, LLC | History | New | 13,148 | 326 | 0.01% | — | 151 | +13,148 | New | Q4 2025 | Feb 17, 2026 |
| Duncan Williams Asset Management, LLC | History | New | 12,590 | 316 | 0.08% | — | 152 | +12,590 | New | Q4 2025 | Feb 05, 2026 |
| Noble Family Wealth, LLC | History | No change | 12,450 | 309 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 12,398 | 308 | 0.1% | 0.1% | 154 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 12,273 | 306 | 0.0% | — | 155 | +12,273 | New | Q4 2025 | Jan 08, 2026 |
| NewSquare Capital LLC | History | Reduced | 12,210 | 303 | 0.03% | 0.02% | 156 | -873 | -6.67% | Q4 2025 | Feb 17, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 12,000 | 298 | 0.2% | — | 158 | +12,000 | New | Q4 2025 | Jan 07, 2026 |
| Phoenix Wealth Advisors | History | No change | 12,000 | 298 | 0.11% | 0.11% | 157 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 11,792 | 293 | 0.05% | 0.05% | 159 | -403 | -3.3% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | New | 11,755 | 292 | 0.01% | — | 160 | +11,755 | New | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Added to | 11,374 | 283 | 0.01% | 0.0% | 161 | +8,665 | 319.86% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 10,971 | 272 | 0.01% | — | 162 | +10,971 | New | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Added to | 10,692 | 265 | 0.0% | 0.0% | 163 | +5,835 | 120.14% | Q4 2025 | Jan 23, 2026 |
| Latitude Advisors, LLC | History | Reduced | 10,549 | 262 | 0.12% | 0.12% | 164 | -309 | -2.85% | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 10,257 | 255 | 0.01% | — | 166 | +10,257 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,289 | 255 | 0.01% | 0.0% | 165 | +4,050 | 64.91% | Q4 2025 | Feb 09, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 10,252 | 254 | 0.11% | 0.86% | 168 | -70,646 | -87.33% | Q4 2025 | Feb 12, 2026 |
| Advisor Resource Council | History | New | 10,173 | 254 | 0.09% | — | 167 | +10,173 | New | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 10,060 | 250 | 0.0% | 0.0% | 169 | -1,742 | -14.76% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 10,077 | 250 | 0.03% | 0.03% | 170 | -84 | -0.83% | Q4 2025 | Jan 22, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 9,952 | 247 | 0.11% | 0.09% | 171 | +1,680 | 20.31% | Q4 2025 | Jan 29, 2026 |
| Continuum Advisory, LLC | History | No change | 9,300 | 231 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KENNEDY INVESTMENT GROUP | History | New | 9,225 | 229 | 0.09% | — | 173 | +9,225 | New | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Added to | 8,834 | 219 | 0.01% | 0.01% | 174 | +100 | 1.14% | Q4 2025 | Jan 27, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | New | 8,690 | 216 | 0.2% | — | 175 | +8,690 | New | Q4 2025 | Jan 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,647 | 215 | 0.01% | 0.01% | 176 | +337 | 4.06% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 7,264 | 180 | 0.01% | 0.01% | 177 | +124 | 1.74% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,163 | 178 | 0.0% | — | 178 | +7,163 | New | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 5,945 | 147 | 0.08% | 0.04% | 179 | +3,395 | 133.14% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Added to | 5,752 | 143 | 0.01% | 0.0% | 180 | +1,608 | 38.8% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,036 | 100 | 0.0% | 0.0% | 181 | +242 | 6.38% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | New | 3,942 | 98 | 0.0% | — | 182 | +3,942 | New | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 3,822 | 95 | 0.0% | 0.0% | 183 | -3,035 | -44.26% | Q4 2025 | Jan 29, 2026 |
| Greenline Wealth Management LLC | History | New | 2,071 | 51 | 0.05% | — | 184 | +2,071 | New | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | No change | 1,781 | 44 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,675 | 41 | 0.0% | — | 186 | +1,675 | New | Q4 2025 | Mar 16, 2026 |
| Allworth Financial LP | History | New | 1,000 | 24 | 0.0% | — | 187 | +1,000 | New | Q4 2025 | Feb 05, 2026 |
| Signature Equity Partners, LLC | History | New | 912 | 22 | 0.01% | — | 188 | +912 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 739 | 18 | 0.0% | 0.0% | 190 | -177 | -19.32% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | No change | 746 | 18 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 350 | 8 | 0.0% | 0.0% | 191 | -1,705 | -82.97% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 354 | 8 | 0.0% | — | 192 | +354 | New | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 150 | 3 | 0.0% | — | 193 | +150 | New | Q4 2025 | Jan 21, 2026 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -63,875 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -42,337 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,250 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,117 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,253 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 03, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Oct 24, 2025 |