Franklin Templeton ETF Trust - FLMI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 6,833,994 | 172,011 | 0.04% | 0.04% | 1 | +962,738 | 16.4% | Q2 2026 | Aug 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 5,218,892 | 131,359 | 1.73% | 1.9% | 2 | -12,274 | -0.23% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,511,937 | 113,529 | 0.02% | 0.02% | 3 | +531,152 | 13.34% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,297,486 | 82,997 | 0.01% | 0.0% | 4 | +594,234 | 21.98% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 2,366,974 | 59,576 | 2.18% | 2.45% | 5 | +1,026 | 0.04% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,318,768 | 58,363 | 0.01% | 0.01% | 6 | +159,397 | 7.38% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,166,734 | 54,536 | 0.0% | 0.0% | 7 | +533,185 | 32.64% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,909,455 | 48,060 | 0.01% | 0.01% | 8 | +279,055 | 17.12% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,615,619 | 40,665 | 0.04% | 0.04% | 9 | +168,716 | 11.66% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,262,532 | 31,777 | 0.03% | 0.03% | 10 | +1,234,466 | 4398.44% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | Added to | 1,223,504 | 30,795 | 0.36% | 0.35% | 11 | +191,395 | 18.54% | Q2 2026 | Jul 22, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 1,183,760 | 29,795 | 9.34% | 11.66% | 12 | -152,495 | -11.41% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,019,918 | 25,671 | 0.0% | 0.0% | 13 | +493,768 | 93.85% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 967,787 | 24,359 | 0.11% | 0.11% | 14 | +183,957 | 23.47% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 937,454 | 23,595 | 0.03% | 0.02% | 15 | +394,461 | 72.65% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 844,950 | 21,267 | 0.02% | 0.0% | 16 | +687,122 | 435.36% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | New | 835,217 | 21,022 | 0.12% | — | 17 | +835,217 | New | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 835,986 | 20,607 | 1.99% | 1.96% | 18 | +152,768 | 22.36% | Q2 2026 | Aug 04, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 793,147 | 19,963 | 2.83% | 3.01% | 19 | +19,853 | 2.57% | Q2 2026 | Jul 17, 2026 |
| TruWealth Advisors, LLC | History | No change | 746,251 | 18,499 | 0.89% | 0.89% | 20 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 669,892 | 16,861 | 0.0% | 0.0% | 21 | +92,163 | 15.95% | Q2 2026 | Aug 03, 2026 |
| Legacy CG, LLC | History | Added to | 646,293 | 16,267 | 4.16% | 4.36% | 22 | +12,811 | 2.02% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 618,326 | 15,563 | 0.01% | 0.01% | 23 | +56,182 | 9.99% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 613,288 | 15,436 | 0.24% | 0.26% | 24 | +44,157 | 7.76% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 584,966 | 14,723 | 0.07% | 0.04% | 25 | +230,308 | 64.94% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 543,310 | 13,653 | 0.01% | 0.0% | 26 | +134,875 | 33.02% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 535,337 | 13,474 | 0.02% | 0.02% | 27 | -23,544 | -4.21% | Q2 2026 | Jul 28, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 534,969 | 13,465 | 5.59% | 6.16% | 28 | +66,444 | 14.18% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 503,404 | 12,670 | 0.0% | 0.0% | 29 | +34,374 | 7.33% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 470,914 | 11,852 | 0.06% | 0.02% | 30 | +314,545 | 201.16% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 444,075 | 11,177 | 0.09% | 0.1% | 31 | -22,076 | -4.74% | Q2 2026 | Aug 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 426,562 | 10,736 | 1.83% | 0.69% | 32 | +285,009 | 201.34% | Q2 2026 | Jul 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 402,254 | 10,124 | 0.11% | 0.12% | 33 | +16,700 | 4.33% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 369,979 | 9,312 | 0.03% | 0.03% | 34 | +85,207 | 29.92% | Q2 2026 | Aug 12, 2026 |
| Asio Capital, LLC | History | Added to | 363,936 | 9,160 | 1.17% | 1.21% | 35 | +16,616 | 4.78% | Q2 2026 | Jul 17, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 351,200 | 8,839 | 0.43% | 0.5% | 36 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prentice Wealth Management LLC | History | Added to | 330,459 | 8,317 | 1.72% | 1.62% | 37 | +41,241 | 14.26% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 334,014 | 8,280 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 326,915 | 8,228 | 0.0% | 0.0% | 39 | -179,288 | -35.42% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 318,150 | 8,007 | 0.01% | 0.01% | 40 | +18,324 | 6.11% | Q2 2026 | Jul 29, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 314,712 | 7,921 | 2.26% | 1.69% | 41 | +111,375 | 54.77% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 306,697 | 7,719 | 0.02% | 0.02% | 42 | +70,444 | 29.82% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 264,522 | 6,658 | 0.04% | 0.04% | 43 | +26,725 | 11.24% | Q2 2026 | Aug 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 260,803 | 6,564 | 0.0% | 0.0% | 44 | +100,419 | 62.61% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 247,527 | 6,230 | 0.22% | 0.23% | 45 | +23,053 | 10.27% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 237,746 | 5,984 | 0.17% | 0.16% | 46 | -8,900 | -3.61% | Q2 2026 | Aug 11, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 228,168 | 5,743 | 0.57% | 0.59% | 47 | +12,644 | 5.87% | Q2 2026 | Aug 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 227,632 | 5,729 | 0.1% | 0.09% | 48 | +16,633 | 7.88% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 225,521 | 5,676 | 0.14% | 0.14% | 49 | +49,304 | 27.98% | Q2 2026 | Aug 05, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 222,089 | 5,589 | 0.68% | 0.66% | 50 | +32,515 | 17.15% | Q2 2026 | Aug 05, 2026 |
| Certified Advisory Corp | History | Added to | 216,406 | 5,446 | 0.44% | 0.34% | 51 | +63,761 | 41.77% | Q2 2026 | Jul 16, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 215,204 | 5,416 | 0.78% | 0.82% | 52 | +6,528 | 3.13% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 209,380 | 5,270 | 0.0% | 0.0% | 53 | +92,302 | 78.84% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | New | 185,052 | 4,657 | 0.17% | — | 54 | +185,052 | New | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 180,942 | 4,554 | 0.02% | 0.02% | 55 | +30,797 | 20.51% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 174,220 | 4,386 | 0.0% | 0.0% | 56 | +83,007 | 91.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 167,167 | 4,207 | 0.23% | 0.14% | 57 | +75,179 | 81.73% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 163,497 | 4,115 | 0.04% | 0.05% | 58 | -5,084 | -3.02% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | Reduced | 161,880 | 4,074 | 0.04% | 0.05% | 59 | -495 | -0.3% | Q2 2026 | Aug 12, 2026 |
| Elequin Capital, LP | History | New | 149,287 | 3,757 | 0.11% | — | 60 | +149,287 | New | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 148,097 | 3,727 | 0.01% | 0.01% | 61 | +46,990 | 46.48% | Q2 2026 | Jul 28, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 140,980 | 3,548 | 2.13% | 2.61% | 62 | -14,867 | -9.54% | Q2 2026 | Jul 29, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 140,149 | 3,527 | 2.07% | — | 63 | +140,149 | New | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 135,023 | 3,398 | 0.11% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 127,313 | 3,204 | 0.31% | 0.33% | 65 | +3,984 | 3.23% | Q2 2026 | Aug 10, 2026 |
| Sequent Planning LLC | History | Added to | 126,316 | 3,179 | 0.68% | 0.71% | 66 | +8,490 | 7.21% | Q2 2026 | Aug 14, 2026 |
| CROBAN | History | Added to | 124,855 | 3,141 | 1.38% | 1.45% | 67 | +592 | 0.48% | Q2 2026 | Aug 03, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 124,597 | 3,136 | 1.1% | 2.79% | 68 | -168,418 | -57.48% | Q2 2026 | Jul 22, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 123,702 | 3,113 | 2.04% | 1.96% | 69 | +19,000 | 18.15% | Q2 2026 | Jul 31, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 117,916 | 2,967 | 0.58% | 0.58% | 70 | +17,710 | 17.67% | Q2 2026 | Jul 23, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 117,130 | 2,948 | 0.31% | 0.2% | 71 | +52,641 | 81.63% | Q2 2026 | Jul 30, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 117,046 | 2,946 | 1.33% | 1.44% | 72 | -2,400 | -2.01% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 116,476 | 2,931 | 0.01% | 0.01% | 73 | +60,232 | 107.09% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 116,414 | 2,930 | 0.3% | 0.3% | 74 | -96,050 | -45.21% | Q2 2026 | Jul 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 109,590 | 2,758 | 0.0% | 0.0% | 75 | +30,116 | 37.89% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 105,308 | 2,650 | 0.12% | 0.11% | 76 | +19,753 | 23.09% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 104,630 | 2,634 | 0.01% | 0.01% | 77 | +16,580 | 18.83% | Q2 2026 | Aug 05, 2026 |
| One Degree Advisors Inc | History | Reduced | 103,078 | 2,585 | 0.58% | 0.67% | 78 | -108 | -0.1% | Q2 2026 | Jul 31, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 101,728 | 2,560 | 0.81% | 0.63% | 79 | +30,678 | 43.18% | Q2 2026 | Jul 14, 2026 |
| Embree Financial Group | History | Added to | 96,512 | 2,429 | 0.24% | 0.27% | 80 | +5,599 | 6.16% | Q2 2026 | Jul 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 96,209 | 2,421 | 0.24% | 0.24% | 81 | +9,527 | 10.99% | Q2 2026 | Jul 09, 2026 |
| ARWA LLC | History | Added to | 96,455 | 2,404 | 1.0% | 0.95% | 82 | +19,357 | 25.11% | Q2 2026 | Jul 24, 2026 |
| Fire Capital Management LLC | History | Added to | 95,360 | 2,400 | 0.98% | 1.02% | 83 | +7,695 | 8.78% | Q2 2026 | Aug 03, 2026 |
| Hobart Private Capital, LLC | History | Added to | 92,311 | 2,323 | 0.4% | 0.06% | 85 | +79,278 | 608.29% | Q2 2026 | Jul 06, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 92,304 | 2,323 | 0.61% | 0.68% | 84 | -448 | -0.48% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 86,762 | 2,183 | 0.02% | 0.02% | 86 | -3,076 | -3.42% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 83,020 | 2,089 | 0.02% | 0.02% | 87 | +7,983 | 10.64% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 79,108 | 1,991 | 0.04% | 0.01% | 88 | +64,494 | 441.32% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 77,825 | 1,958 | 0.0% | 0.0% | 89 | +18,627 | 31.47% | Q2 2026 | Aug 07, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 76,377 | 1,922 | 0.77% | 0.84% | 90 | -1,636 | -2.1% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 73,957 | 1,861 | 0.04% | 0.04% | 91 | +857 | 1.17% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 71,759 | 1,793 | 0.0% | 0.0% | 92 | +16,224 | 29.21% | Q2 2026 | Jul 15, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 69,290 | 1,744 | 0.57% | 0.52% | 93 | +11,325 | 19.54% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 68,930 | 1,734 | 0.04% | — | 94 | +68,930 | New | Q2 2026 | Aug 11, 2026 |
| CGN Advisors LLC | History | Added to | 67,166 | 1,690 | 0.12% | 0.04% | 95 | +47,584 | 243.0% | Q2 2026 | Jul 06, 2026 |
| Global Retirement Partners, LLC | History | New | 65,582 | 1,650 | 0.03% | — | 96 | +65,582 | New | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 65,289 | 1,643 | 0.03% | — | 97 | +65,289 | New | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 62,570 | 1,574 | 0.02% | 0.01% | 98 | +24,703 | 65.24% | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 61,915 | 1,558 | 0.1% | 0.09% | 99 | +12,328 | 24.86% | Q2 2026 | Aug 17, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 60,396 | 1,520 | 0.91% | 0.37% | 100 | +40,590 | 204.94% | Q2 2026 | Aug 11, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 60,340 | 1,518 | 0.36% | 0.36% | 101 | +6,742 | 12.58% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | New | 58,241 | 1,465 | 0.01% | — | 102 | +58,241 | New | Q2 2026 | Aug 06, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 53,674 | 1,350 | 0.49% | 0.55% | 103 | +62 | 0.12% | Q2 2026 | Jul 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 53,069 | 1,335 | 0.01% | 0.01% | 104 | +11,496 | 27.65% | Q2 2026 | Jul 27, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 52,533 | 1,322 | 0.04% | 0.04% | 105 | +5,086 | 10.72% | Q2 2026 | Aug 05, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 52,057 | 1,310 | 0.27% | 0.28% | 106 | -586 | -1.11% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 48,788 | 1,227 | 0.09% | 0.08% | 107 | +13,479 | 38.17% | Q2 2026 | Aug 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 48,425 | 1,218 | 0.84% | 0.91% | 108 | +3,098 | 6.83% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 46,668 | 1,174 | 0.09% | 0.1% | 109 | +3,178 | 7.31% | Q2 2026 | Jul 28, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 46,319 | 1,165 | 0.26% | 0.27% | 110 | +2,447 | 5.58% | Q2 2026 | Jul 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 45,350 | 1,141 | 0.02% | — | 111 | +45,350 | New | Q2 2026 | Jul 28, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 44,798 | 1,114 | 0.59% | 0.62% | 112 | +2,271 | 5.34% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 43,843 | 1,103 | 0.05% | 0.01% | 113 | +34,830 | 386.44% | Q2 2026 | Jul 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 43,800 | 1,102 | 0.02% | 0.02% | 114 | -1,200 | -2.67% | Q2 2026 | Aug 07, 2026 |
| XY Planning Network, Inc. | History | New | 43,649 | 1,098 | 0.14% | — | 115 | +43,649 | New | Q2 2026 | Jul 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 43,430 | 1,093 | 0.37% | 0.34% | 116 | +8,234 | 23.39% | Q2 2026 | Jul 30, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 43,031 | 1,083 | 0.89% | 0.48% | 117 | +23,740 | 123.06% | Q2 2026 | Jul 23, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 42,723 | 1,075 | 0.62% | 0.67% | 118 | +1,256 | 3.03% | Q2 2026 | Jul 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 41,776 | 1,051 | 0.05% | 0.04% | 119 | +9,462 | 29.28% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Reduced | 41,474 | 1,043 | 0.0% | 0.01% | 120 | -555 | -1.32% | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 41,423 | 1,042 | 0.44% | 0.44% | 121 | +2,546 | 6.55% | Q2 2026 | Aug 05, 2026 |
| WULFF, HANSEN & CO. | History | No change | 41,187 | 1,036 | 0.79% | 1.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,745 | 1,000 | 0.0% | 0.0% | 123 | +38,193 | 2460.89% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 38,981 | 981 | 0.0% | — | 124 | +38,981 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial Consulting LLC | History | Added to | 38,156 | 960 | 0.65% | 0.66% | 125 | +753 | 2.01% | Q2 2026 | Aug 06, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 37,857 | 952 | 0.52% | — | 126 | +37,857 | New | Q2 2026 | Jul 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 37,148 | 935 | 0.09% | 0.1% | 127 | +1,049 | 2.91% | Q2 2026 | Jul 22, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | New | 37,059 | 932 | 0.28% | — | 128 | +37,059 | New | Q2 2026 | Aug 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 36,399 | 916 | 0.29% | 0.3% | 129 | +2,093 | 6.1% | Q2 2026 | Aug 04, 2026 |
| Oak Barrel Wealth Advisory LLC | History | New | 36,231 | 911 | 0.4% | — | 130 | +36,231 | New | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | New | 36,810 | 909 | 0.02% | — | 132 | +36,810 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 36,810 | 909 | 0.02% | 0.02% | 131 | -374 | -1.01% | Q2 2026 | Jul 29, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 35,767 | 900 | 0.1% | 0.11% | 133 | -3,746 | -9.48% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 34,655 | 872 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 34,550 | 869 | 0.08% | 0.09% | 135 | +245 | 0.71% | Q2 2026 | Aug 14, 2026 |
| Smart Money Group LLC | History | Added to | 34,469 | 867 | 0.22% | 0.22% | 136 | +3,385 | 10.89% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 34,481 | 867 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 34,394 | 865 | 0.02% | 0.01% | 138 | +16,239 | 89.45% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | Added to | 34,312 | 863 | 0.06% | 0.06% | 139 | +636 | 1.89% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 33,717 | 848 | 0.0% | — | 140 | +33,717 | New | Q2 2026 | Sep 02, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 33,687 | 847 | 0.03% | 0.03% | 141 | +3,863 | 12.95% | Q2 2026 | Jul 27, 2026 |
| Peck Wealth Management, LLC | History | Added to | 32,905 | 828 | 0.7% | 0.78% | 142 | +1,400 | 4.44% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | Added to | 32,389 | 815 | 0.02% | 0.03% | 143 | +972 | 3.09% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,974 | 804 | 0.01% | 0.01% | 144 | +3,531 | 12.41% | Q2 2026 | Jul 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 30,691 | 760 | 0.03% | — | 145 | +30,691 | New | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 29,857 | 751 | 0.0% | 0.0% | 146 | -899 | -2.92% | Q2 2026 | Aug 13, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 29,856 | 751 | 0.6% | 0.65% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 29,189 | 734 | 0.0% | 0.0% | 148 | +1,960 | 7.2% | Q2 2026 | Jul 24, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 28,540 | 707 | 0.04% | 0.05% | 149 | +2,682 | 10.37% | Q2 2026 | Aug 14, 2026 |
| Tulsa Wealth Advisors, INC | History | Added to | 27,667 | 696 | 0.1% | 0.1% | 150 | +3,629 | 15.1% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 27,535 | 693 | 0.01% | — | 151 | +27,535 | New | Q2 2026 | Jul 21, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 26,650 | 670 | 0.66% | 0.72% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 26,567 | 668 | 0.02% | 0.02% | 153 | +2,182 | 8.95% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 26,376 | 663 | 0.03% | — | 154 | +26,376 | New | Q2 2026 | Jul 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 25,335 | 637 | 0.0% | 0.0% | 155 | +6,361 | 33.52% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 25,049 | 630 | 0.01% | 0.01% | 156 | +3,056 | 13.9% | Q2 2026 | Jul 20, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 25,000 | 629 | 0.05% | 0.05% | 157 | +2,600 | 11.61% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,198 | 609 | 0.01% | 0.01% | 158 | +809 | 3.46% | Q2 2026 | Aug 04, 2026 |
| Members Advisory Group LLC | History | Added to | 24,039 | 605 | 0.17% | 0.16% | 159 | +4,667 | 24.09% | Q2 2026 | Jul 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,000 | 603 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | New | 23,545 | 592 | 0.02% | — | 161 | +23,545 | New | Q2 2026 | Aug 13, 2026 |
| Tenzing Financial LLC | History | Added to | 23,290 | 584 | 0.4% | 0.34% | 162 | +5,020 | 27.48% | Q2 2026 | Jul 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 23,196 | 583 | 0.01% | 0.01% | 163 | -146 | -0.63% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 22,899 | 576 | 0.04% | 0.04% | 164 | +3,171 | 16.07% | Q2 2026 | Jul 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,839 | 574 | 0.02% | 0.02% | 165 | +132 | 0.58% | Q2 2026 | Aug 14, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 22,421 | 564 | 0.46% | 0.5% | 166 | +518 | 2.36% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | Added to | 21,872 | 550 | 0.01% | 0.01% | 167 | +3,625 | 19.87% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Added to | 21,476 | 540 | 0.0% | 0.0% | 168 | +3,762 | 21.24% | Q2 2026 | Jul 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 20,257 | 509 | 0.02% | 0.02% | 169 | +209 | 1.04% | Q2 2026 | Jul 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 17,092 | 430 | 0.01% | 0.01% | 170 | +45 | 0.26% | Q2 2026 | Jul 02, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 16,490 | 415 | 0.07% | 0.07% | 171 | +1,351 | 8.92% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,385 | 412 | 0.01% | 0.01% | 172 | +1,077 | 7.04% | Q2 2026 | Jul 29, 2026 |
| Wedmont Private Capital | History | No change | 16,354 | 408 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | No change | 16,346 | 405 | 0.24% | 0.24% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Added to | 15,994 | 401 | 0.11% | 0.07% | 175 | +7,442 | 87.02% | Q2 2026 | Jul 28, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 15,592 | 392 | 0.28% | 0.3% | 176 | +161 | 1.04% | Q2 2026 | Jul 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 15,400 | 386 | 0.02% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bill Few Associates, Inc. | History | No change | 15,302 | 385 | 0.08% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 15,283 | 384 | 0.16% | 0.3% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 15,168 | 381 | 0.11% | 0.08% | 180 | +4,695 | 44.83% | Q2 2026 | Aug 03, 2026 |
| PW Nova Financial Services LLC | History | No change | 15,000 | 377 | 0.08% | 0.09% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,335 | 360 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,097 | 354 | 0.01% | 0.0% | 183 | +5,579 | 65.5% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 14,032 | 353 | 0.01% | — | 184 | +14,032 | New | Q2 2026 | Jul 07, 2026 |
| Financial Partners Group, Inc | History | Added to | 13,719 | 345 | 0.04% | 0.04% | 185 | +1,531 | 12.56% | Q2 2026 | Jul 23, 2026 |
| NewSquare Capital LLC | History | Added to | 12,961 | 326 | 0.02% | 0.03% | 186 | +246 | 1.93% | Q2 2026 | Jul 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 12,672 | 318 | 0.12% | 0.13% | 187 | +689 | 5.75% | Q2 2026 | Jul 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 12,500 | 314 | 0.01% | 0.01% | 188 | +2,460 | 24.5% | Q2 2026 | Jul 17, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 12,398 | 312 | 0.09% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Phoenix Wealth Advisors | History | No change | 12,000 | 302 | 0.1% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 12,000 | 302 | 0.18% | 0.19% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 11,895 | 299 | 0.0% | 0.0% | 192 | +895 | 8.14% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | Added to | 11,529 | 290 | 0.01% | 0.01% | 193 | +155 | 1.36% | Q2 2026 | Aug 05, 2026 |
| Blueprint Investment Partners LLC | History | New | 11,078 | 278 | 0.02% | — | 194 | +11,078 | New | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | New | 11,078 | 278 | 0.03% | — | 195 | +11,078 | New | Q2 2026 | Aug 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 10,935 | 275 | 0.05% | 0.05% | 196 | -857 | -7.27% | Q2 2026 | Aug 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 10,861 | 273 | 0.01% | — | 197 | +10,861 | New | Q2 2026 | Jul 20, 2026 |
| WRAPMANAGER INC | History | New | 10,574 | 266 | 0.08% | — | 199 | +10,574 | New | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,590 | 266 | 0.0% | 0.0% | 198 | -567 | -5.08% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 10,109 | 254 | 0.03% | 0.03% | 200 | +32 | 0.32% | Q2 2026 | Jul 23, 2026 |
| Valued Retirements, Inc. | History | No change | 10,000 | 251 | 0.23% | 0.24% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | New | 9,704 | 244 | 0.0% | — | 203 | +9,704 | New | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 9,697 | 244 | 0.0% | — | 204 | +9,697 | New | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 9,715 | 244 | 0.01% | 0.02% | 202 | -7,019 | -41.94% | Q2 2026 | Aug 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 9,319 | 234 | 0.02% | — | 206 | +9,319 | New | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 9,300 | 234 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,291 | 233 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,241 | 232 | 0.0% | 0.0% | 208 | -3,872 | -29.53% | Q2 2026 | Jul 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,073 | 228 | 0.0% | 0.01% | 209 | -19,726 | -68.5% | Q2 2026 | Jul 09, 2026 |
| Vise Technologies, Inc. | History | New | 8,734 | 219 | 0.0% | — | 210 | +8,734 | New | Q2 2026 | Aug 10, 2026 |
| Latitude Advisors, LLC | History | Reduced | 8,691 | 218 | 0.09% | 0.12% | 211 | -1,910 | -18.02% | Q2 2026 | Jul 27, 2026 |
| Duncan Williams Asset Management, LLC | History | New | 8,142 | 204 | 0.05% | — | 212 | +8,142 | New | Q2 2026 | Jul 22, 2026 |
| MONECO ADVISORS, LLC | History | New | 8,026 | 202 | 0.01% | — | 213 | +8,026 | New | Q2 2026 | Aug 11, 2026 |
| Hayek Kallen Investment Management | History | New | 8,000 | 201 | 0.06% | — | 214 | +8,000 | New | Q2 2026 | Aug 17, 2026 |
| Riverbend Wealth Management, LLC | History | New | 7,977 | 200 | 0.1% | — | 215 | +7,977 | New | Q2 2026 | Jul 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 7,126 | 179 | 0.08% | 0.11% | 216 | -1,155 | -13.95% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 6,807 | 171 | 0.02% | — | 217 | +6,807 | New | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6,623 | 166 | 0.0% | 0.0% | 218 | +5,884 | 796.21% | Q2 2026 | Aug 04, 2026 |
| SouthState Bank Corp | History | No change | 5,752 | 144 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,709 | 118 | 0.0% | 0.0% | 220 | +43 | 0.92% | Q2 2026 | Aug 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 4,000 | 100 | 0.03% | — | 221 | +4,000 | New | Q2 2026 | Jul 16, 2026 |
| GAMMA Investing LLC | History | No change | 2,365 | 59 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 754 | 18 | 0.0% | 0.0% | 223 | +7 | 0.94% | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 701 | 17 | 0.01% | 0.01% | 224 | -245 | -25.9% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | New | 553 | 13 | 0.0% | — | 225 | +553 | New | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | New | 242 | 6 | 0.0% | — | 226 | +242 | New | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 147 | 4 | 0.0% | — | 227 | +147 | New | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.09% | — | -328,521 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -249,446 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -245,168 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -65,852 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,252 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,300 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -14,078 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Noble Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,450 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,112 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -8,883 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.03% | — | -2,849 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,781 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -896 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 13, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20 | 0 | — | — | — | -5 | -20.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |