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 | No change | 6,833,994 | 172,011 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 5,453,864 | 127,184 | 1.66% | 1.73% | 2 | +234,972 | 4.5% | Q3 2026 | Oct 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,511,937 | 113,529 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,297,486 | 82,997 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 2,366,974 | 59,576 | 2.18% | 2.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,318,768 | 58,363 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,166,734 | 54,536 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,909,455 | 48,060 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,615,619 | 40,665 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 1,262,532 | 31,777 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 1,223,504 | 30,795 | 0.36% | 0.36% | 11 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 1,183,760 | 29,795 | 9.34% | 9.34% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,019,918 | 25,671 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 967,787 | 24,359 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 937,454 | 23,595 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 844,950 | 21,267 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 835,217 | 21,022 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 842,408 | 19,644 | 1.87% | 1.99% | 18 | +6,422 | 0.77% | Q3 2026 | Oct 19, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 821,764 | 19,163 | 2.73% | 2.83% | 19 | +28,617 | 3.61% | Q3 2026 | Oct 09, 2026 |
| RFG Advisory, LLC | History | Added to | 739,557 | 17,246 | 0.24% | 0.24% | 20 | +126,269 | 20.59% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 669,892 | 16,861 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 618,326 | 15,563 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 584,966 | 14,723 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 543,310 | 13,653 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 568,023 | 13,246 | 5.09% | 5.59% | 25 | +33,054 | 6.18% | Q3 2026 | Oct 08, 2026 |
| Bank of New York Mellon Corp | History | No change | 503,404 | 12,670 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 470,914 | 11,852 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 486,350 | 11,341 | 0.01% | 0.02% | 28 | -48,987 | -9.15% | Q3 2026 | Oct 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 444,075 | 11,177 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 446,832 | 10,420 | 0.01% | 0.01% | 30 | +128,682 | 40.45% | Q3 2026 | Nov 02, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 422,473 | 9,852 | 1.67% | 1.83% | 31 | -4,089 | -0.96% | Q3 2026 | Oct 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 402,162 | 9,378 | 0.1% | 0.11% | 32 | -92 | -0.02% | Q3 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 369,979 | 9,312 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asio Capital, LLC | History | Added to | 395,524 | 9,223 | 1.13% | 1.17% | 34 | +31,588 | 8.68% | Q3 2026 | Oct 19, 2026 |
| Prentice Wealth Management LLC | History | Added to | 353,359 | 8,240 | 1.67% | 1.72% | 35 | +22,900 | 6.93% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 326,915 | 8,228 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 346,407 | 8,078 | 0.02% | — | 37 | +346,407 | New | Q3 2026 | Nov 02, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 314,712 | 7,921 | 2.26% | 2.26% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 306,697 | 7,719 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fjell Capital, LLC | History | New | 302,177 | 7,046 | 3.95% | — | 40 | +302,177 | New | Q3 2026 | Oct 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 264,522 | 6,658 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 260,803 | 6,564 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 247,527 | 6,230 | 0.22% | 0.22% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 228,168 | 5,743 | 0.57% | 0.57% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 227,632 | 5,729 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 222,089 | 5,589 | 0.68% | 0.68% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 229,912 | 5,361 | 0.17% | 0.17% | 47 | -7,834 | -3.3% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 209,380 | 5,270 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 223,994 | 5,223 | 0.13% | 0.14% | 49 | -1,527 | -0.68% | Q3 2026 | Oct 19, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 203,144 | 4,737 | 0.67% | 0.78% | 50 | -12,060 | -5.6% | Q3 2026 | Oct 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 185,052 | 4,657 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 180,942 | 4,554 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 174,220 | 4,386 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | Added to | 186,904 | 4,358 | 0.34% | 0.12% | 54 | +119,738 | 178.27% | Q3 2026 | Oct 21, 2026 |
| Certified Advisory Corp | History | Reduced | 186,432 | 4,347 | 0.36% | 0.44% | 55 | -29,974 | -13.85% | Q3 2026 | Oct 29, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 167,167 | 4,207 | 0.23% | 0.23% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 161,880 | 4,074 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 168,226 | 3,923 | 0.01% | 0.01% | 58 | +20,129 | 13.59% | Q3 2026 | Nov 02, 2026 |
| Elequin Capital, LP | History | No change | 149,287 | 3,757 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 160,756 | 3,748 | 0.04% | 0.01% | 60 | +107,687 | 202.92% | Q3 2026 | Oct 28, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 160,320 | 3,738 | 1.2% | 0.37% | 61 | +116,890 | 269.15% | Q3 2026 | Oct 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 153,362 | 3,576 | 0.02% | 0.04% | 62 | -10,135 | -6.2% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 135,023 | 3,398 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 127,313 | 3,204 | 0.31% | 0.31% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequent Planning LLC | History | No change | 126,316 | 3,179 | 0.68% | 0.68% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 134,903 | 3,145 | 0.3% | 0.31% | 66 | +17,773 | 15.17% | Q3 2026 | Oct 28, 2026 |
| CROBAN | History | No change | 124,855 | 3,141 | 1.38% | 1.38% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 133,274 | 3,107 | 1.9% | 2.13% | 68 | -7,706 | -5.47% | Q3 2026 | Oct 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 130,743 | 3,058 | 0.14% | 0.12% | 69 | +25,435 | 24.15% | Q3 2026 | Oct 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 116,476 | 2,931 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madrid Wealth Management, LLC | History | No change | 123,702 | 2,884 | 1.83% | 2.04% | 71 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Hobart Private Capital, LLC | History | Added to | 123,558 | 2,881 | 0.49% | 0.4% | 72 | +31,247 | 33.85% | Q3 2026 | Oct 19, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 121,009 | 2,821 | 0.12% | 0.02% | 73 | +75,659 | 166.83% | Q3 2026 | Oct 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 109,590 | 2,758 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 116,994 | 2,728 | 0.26% | 0.3% | 75 | +580 | 0.5% | Q3 2026 | Oct 14, 2026 |
| Embree Financial Group | History | Added to | 114,381 | 2,667 | 0.26% | 0.24% | 76 | +17,869 | 18.51% | Q3 2026 | Oct 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 104,630 | 2,634 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 112,434 | 2,621 | 1.21% | 1.33% | 78 | -4,612 | -3.94% | Q3 2026 | Oct 16, 2026 |
| One Degree Advisors Inc | History | No change | 103,078 | 2,585 | 0.58% | 0.58% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fire Capital Management LLC | History | Added to | 107,003 | 2,495 | 0.65% | 0.98% | 80 | +11,643 | 12.21% | Q3 2026 | Oct 27, 2026 |
| ARWA LLC | History | Added to | 102,568 | 2,401 | 0.88% | 1.0% | 81 | +6,113 | 6.34% | Q3 2026 | Oct 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 101,118 | 2,358 | 0.46% | 0.58% | 82 | -16,798 | -14.25% | Q3 2026 | Oct 26, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 94,914 | 2,213 | 0.53% | 0.36% | 83 | +34,574 | 57.3% | Q3 2026 | Nov 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 86,762 | 2,183 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 91,400 | 2,131 | 0.55% | 0.61% | 85 | -904 | -0.98% | Q3 2026 | Oct 23, 2026 |
| Advisory Services Network, LLC | History | No change | 83,020 | 2,089 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 79,108 | 1,991 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 77,825 | 1,958 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 76,377 | 1,922 | 0.77% | 0.77% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 73,957 | 1,861 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 75,862 | 1,769 | 0.54% | 0.81% | 91 | -25,866 | -25.43% | Q3 2026 | Oct 16, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 69,290 | 1,744 | 0.57% | 0.57% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 68,930 | 1,734 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 65,582 | 1,650 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 65,289 | 1,643 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 62,570 | 1,574 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 61,915 | 1,558 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 60,396 | 1,520 | 0.91% | 0.91% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 58,241 | 1,465 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 52,533 | 1,322 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 56,381 | 1,314 | 0.14% | 0.14% | 101 | +12,732 | 29.17% | Q3 2026 | Oct 13, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 52,057 | 1,310 | 0.27% | 0.27% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | No change | 48,788 | 1,227 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | No change | 48,425 | 1,218 | 0.84% | 0.84% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 51,520 | 1,201 | 0.43% | 0.49% | 105 | -2,154 | -4.01% | Q3 2026 | Oct 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 49,760 | 1,160 | 0.26% | 0.26% | 106 | +3,441 | 7.43% | Q3 2026 | Oct 08, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 44,798 | 1,114 | 0.59% | 0.59% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 43,843 | 1,103 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 46,821 | 1,091 | 0.09% | 0.09% | 109 | +153 | 0.33% | Q3 2026 | Oct 20, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 43,031 | 1,083 | 0.89% | 0.89% | 110 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Essex Financial Services, Inc. | History | No change | 41,776 | 1,051 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 41,474 | 1,043 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 41,423 | 1,042 | 0.44% | 0.44% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 44,013 | 1,039 | 0.02% | 0.02% | 114 | +7,203 | 19.57% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 44,013 | 1,039 | 0.02% | 0.02% | 115 | +7,203 | 19.57% | Q3 2026 | Oct 20, 2026 |
| WULFF, HANSEN & CO. | History | No change | 41,187 | 1,036 | 0.79% | 0.79% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 43,879 | 1,023 | 0.06% | — | 117 | +43,879 | New | Q3 2026 | Oct 30, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 43,659 | 1,018 | 0.58% | 0.62% | 118 | +936 | 2.19% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 39,745 | 1,000 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 38,981 | 981 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 41,284 | 962 | 0.1% | 0.24% | 121 | -54,925 | -57.09% | Q3 2026 | Oct 14, 2026 |
| Summit Financial Consulting LLC | History | Added to | 40,281 | 939 | 0.69% | 0.65% | 122 | +2,125 | 5.57% | Q3 2026 | Oct 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 37,059 | 932 | 0.28% | 0.28% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 39,455 | 920 | 0.08% | 0.09% | 124 | +2,307 | 6.21% | Q3 2026 | Nov 02, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 36,231 | 911 | 0.4% | 0.4% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 34,655 | 872 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 34,550 | 869 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smart Money Group LLC | History | No change | 34,469 | 867 | 0.22% | 0.22% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 34,481 | 867 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 34,312 | 863 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 33,717 | 848 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 36,399 | 848 | 0.27% | 0.29% | 132 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 33,687 | 847 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 36,151 | 843 | 0.09% | 0.1% | 134 | +384 | 1.07% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 35,777 | 834 | 0.01% | 0.01% | 135 | +10,728 | 42.83% | Q3 2026 | Oct 16, 2026 |
| Prospera Financial Services Inc | History | No change | 31,974 | 804 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | Reduced | 32,342 | 754 | 0.02% | 0.02% | 137 | -2,052 | -5.97% | Q3 2026 | Oct 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 29,857 | 751 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Reduced | 30,904 | 720 | 0.02% | 0.02% | 139 | -1,485 | -4.58% | Q3 2026 | Oct 30, 2026 |
| KINTRA WEALTH, LLC | History | No change | 28,540 | 707 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 27,667 | 696 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 27,535 | 693 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 29,177 | 680 | 0.25% | 0.16% | 144 | +13,894 | 90.91% | Q3 2026 | Oct 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 29,189 | 680 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 26,567 | 668 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 28,587 | 666 | 0.54% | 0.6% | 146 | -1,269 | -4.25% | Q3 2026 | Oct 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 26,376 | 663 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 28,200 | 657 | 0.01% | 0.02% | 148 | -15,600 | -35.62% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 25,335 | 637 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 25,000 | 629 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 26,650 | 621 | 0.58% | 0.66% | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 24,198 | 609 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Members Advisory Group LLC | History | No change | 24,039 | 605 | 0.17% | 0.17% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,000 | 603 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 23,545 | 592 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tenzing Financial LLC | History | Added to | 24,725 | 583 | 0.4% | 0.4% | 157 | +1,435 | 6.16% | Q3 2026 | Nov 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,196 | 583 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 22,839 | 574 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 24,421 | 569 | 0.06% | 0.04% | 159 | +10,702 | 78.01% | Q3 2026 | Oct 19, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 24,258 | 565 | 0.04% | 0.04% | 160 | +1,359 | 5.93% | Q3 2026 | Oct 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,835 | 509 | 0.01% | 0.0% | 161 | +7,500 | 52.32% | Q3 2026 | Oct 26, 2026 |
| Atria Investments, Inc | History | Reduced | 21,775 | 507 | 0.0% | 0.01% | 162 | -97 | -0.44% | Q3 2026 | Oct 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 21,617 | 504 | 0.01% | 0.01% | 163 | +7,585 | 54.06% | Q3 2026 | Oct 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 20,830 | 485 | 0.31% | 0.46% | 164 | -1,591 | -7.1% | Q3 2026 | Oct 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 20,736 | 483 | 0.01% | 0.03% | 165 | -9,955 | -32.44% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 20,461 | 477 | 0.0% | 0.0% | 167 | +11,727 | 134.27% | Q3 2026 | Oct 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 20,472 | 477 | 0.02% | 0.02% | 166 | +215 | 1.06% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 20,000 | 467 | 0.03% | 0.02% | 168 | +4,600 | 29.87% | Q3 2026 | Nov 02, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 19,199 | 447 | 0.13% | 0.11% | 169 | +4,031 | 26.58% | Q3 2026 | Oct 09, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 17,687 | 412 | 0.22% | 0.52% | 170 | -20,170 | -53.28% | Q3 2026 | Oct 19, 2026 |
| Advisor Resource Council | History | No change | 15,994 | 401 | 0.11% | 0.11% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 16,773 | 391 | 0.2% | — | 172 | +16,773 | New | Q3 2026 | Oct 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,403 | 382 | 0.01% | 0.01% | 173 | +18 | 0.11% | Q3 2026 | Nov 02, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 16,363 | 381 | 0.09% | — | 174 | +16,363 | New | Q3 2026 | Nov 02, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 15,757 | 367 | 0.26% | 0.28% | 175 | +165 | 1.06% | Q3 2026 | Oct 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,449 | 357 | 0.0% | 0.0% | 176 | -56,310 | -78.47% | Q3 2026 | Oct 13, 2026 |
| Bill Few Associates, Inc. | History | No change | 15,302 | 356 | 0.07% | 0.08% | 177 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,097 | 354 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 15,153 | 353 | 0.01% | 0.01% | 179 | -1,939 | -11.34% | Q3 2026 | Oct 05, 2026 |
| PW Nova Financial Services LLC | History | No change | 15,000 | 349 | 0.07% | 0.08% | 180 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NewSquare Capital LLC | History | No change | 12,961 | 326 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,500 | 314 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 13,399 | 312 | 0.11% | 0.12% | 183 | +727 | 5.74% | Q3 2026 | Oct 28, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 12,398 | 312 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 13,032 | 303 | 0.19% | 0.18% | 185 | +1,032 | 8.6% | Q3 2026 | Oct 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,895 | 299 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 12,751 | 297 | 0.0% | 0.0% | 187 | +3,510 | 37.98% | Q3 2026 | Oct 14, 2026 |
| Value Investment Professionals, LLC | History | New | 12,508 | 291 | 0.25% | — | 188 | +12,508 | New | Q3 2026 | Oct 09, 2026 |
| Capital Analysts, LLC | History | No change | 11,529 | 290 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Phoenix Wealth Advisors | History | No change | 12,000 | 279 | 0.09% | 0.1% | 190 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WRAPMANAGER INC | History | No change | 10,574 | 266 | 0.08% | 0.08% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 10,590 | 266 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | New | 11,124 | 259 | 0.03% | — | 193 | +11,124 | New | Q3 2026 | Oct 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 11,013 | 256 | 0.02% | 0.02% | 194 | +1,694 | 18.18% | Q3 2026 | Oct 27, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,109 | 254 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valued Retirements, Inc. | History | No change | 10,000 | 251 | 0.23% | 0.23% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 9,704 | 244 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,697 | 244 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 9,715 | 244 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 10,400 | 242 | 0.04% | 0.05% | 200 | -535 | -4.89% | Q3 2026 | Nov 03, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 10,194 | 237 | 0.02% | — | 201 | +10,194 | New | Q3 2026 | Oct 22, 2026 |
| Continuum Advisory, LLC | History | No change | 9,300 | 234 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,291 | 233 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Base Wealth Management LLC | History | New | 9,666 | 225 | 0.1% | — | 204 | +9,666 | New | Q3 2026 | Oct 21, 2026 |
| Magnus Financial Group LLC | History | New | 9,447 | 220 | 0.01% | — | 205 | +9,447 | New | Q3 2026 | Oct 21, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,783 | 204 | 0.06% | 0.09% | 206 | +92 | 1.06% | Q3 2026 | Oct 27, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 8,142 | 204 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 8,681 | 202 | 0.01% | — | 209 | +8,681 | New | Q3 2026 | Oct 29, 2026 |
| MONECO ADVISORS, LLC | History | No change | 8,026 | 202 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hayek Kallen Investment Management | History | No change | 8,000 | 201 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 7,126 | 179 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,807 | 171 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 6,623 | 154 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SouthState Bank Corp | History | No change | 5,752 | 144 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,709 | 118 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 5,000 | 116 | 0.04% | 0.03% | 216 | +1,000 | 25.0% | Q3 2026 | Oct 19, 2026 |
| Triumph Capital Management | History | New | 3,531 | 82 | 0.01% | — | 217 | +3,531 | New | Q3 2026 | Oct 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,969 | 69 | 0.02% | 0.01% | 218 | +2,268 | 323.54% | Q3 2026 | Oct 29, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,357 | 54 | 0.0% | 0.0% | 219 | -8 | -0.34% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | New | 928 | 21 | 0.0% | — | 220 | +928 | New | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 553 | 13 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 299 | 6 | 0.0% | 0.0% | 222 | -21,177 | -98.61% | Q3 2026 | Oct 21, 2026 |
| Quent Capital, LLC | History | No change | 242 | 6 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 147 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy CG, LLC | History | Closed out | 0 | 0 | — | 4.16% | — | -646,293 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -351,200 | -100.0% | Q3 2026 | Oct 21, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 2.07% | — | -140,149 | -100.0% | Q3 2026 | Oct 07, 2026 |
| PENNEY FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -124,597 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Peck Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -32,905 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -16,490 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -16,354 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,078 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,078 | -100.0% | Q3 2026 | Oct 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,861 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,073 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Riverbend Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,977 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -754 | -100.0% | Q3 2026 | Oct 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |