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 | 5,871,256 | 145,548 | 0.04% | 0.03% | 1 | +1,064,622 | 22.15% | Q1 2026 | May 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 5,231,166 | 129,680 | 1.9% | 0.89% | 2 | +2,865,141 | 121.1% | Q1 2026 | Apr 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,980,785 | 98,728 | 0.02% | 0.01% | 3 | +1,512,265 | 61.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,703,252 | 67,013 | 0.0% | 0.0% | 4 | +1,345,211 | 99.06% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 2,365,948 | 58,651 | 2.45% | 2.02% | 5 | +473,020 | 24.99% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,159,371 | 53,530 | 0.01% | 0.01% | 6 | +628,403 | 41.05% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,633,549 | 40,495 | 0.0% | 0.0% | 7 | +420,489 | 34.66% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,630,400 | 40,417 | 0.01% | 0.01% | 8 | +269,252 | 19.78% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,446,903 | 35,868 | 0.04% | 0.03% | 9 | +275,864 | 23.56% | Q1 2026 | May 13, 2026 |
| Axiom Financial Strategies, LLC | History | New | 1,336,255 | 33,125 | 11.66% | — | 10 | +1,336,255 | New | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Reduced | 28,066 | 31,006 | 0.03% | 0.04% | 11 | -1,381,324 | -98.01% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | New | 1,032,109 | 25,585 | 0.35% | — | 12 | +1,032,109 | New | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 783,830 | 19,431 | 0.11% | 0.09% | 13 | +113,491 | 16.93% | Q1 2026 | May 05, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 773,294 | 19,169 | 3.01% | 2.71% | 14 | +67,866 | 9.62% | Q1 2026 | Apr 07, 2026 |
| TruWealth Advisors, LLC | History | Added to | 746,251 | 18,499 | 0.89% | 0.74% | 15 | +137,674 | 22.62% | Q1 2026 | Apr 09, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 683,218 | 16,936 | 1.96% | 1.63% | 16 | +157,342 | 29.92% | Q1 2026 | May 08, 2026 |
| Legacy CG, LLC | History | Added to | 633,482 | 15,704 | 4.36% | 3.51% | 17 | +129,055 | 25.58% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 577,729 | 14,321 | 0.0% | 0.0% | 18 | +225,450 | 64.0% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 569,131 | 14,108 | 0.26% | 0.26% | 19 | +24,376 | 4.47% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 562,144 | 13,935 | 0.01% | 0.01% | 20 | +241,652 | 75.4% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 558,881 | 13,854 | 0.02% | 0.02% | 21 | +41,895 | 8.1% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 542,993 | 13,460 | 0.02% | 0.02% | 22 | -81,832 | -13.1% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 526,150 | 13,043 | 0.0% | 0.0% | 23 | +162,359 | 44.63% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 506,203 | 12,513 | 0.0% | 0.0% | 24 | +312,516 | 161.35% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 469,030 | 11,627 | 0.0% | 0.0% | 25 | +93,595 | 24.93% | Q1 2026 | May 05, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 468,525 | 11,614 | 6.16% | 6.1% | 26 | +26,970 | 6.11% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 466,151 | 11,555 | 0.1% | 0.08% | 27 | +30,102 | 6.9% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 408,435 | 10,072 | 0.0% | 0.0% | 28 | +155,668 | 61.59% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 385,554 | 9,557 | 0.12% | 0.12% | 29 | +7,575 | 2.0% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 354,658 | 8,791 | 0.04% | 0.03% | 30 | +75,021 | 26.83% | Q1 2026 | Apr 24, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 351,200 | 8,706 | 0.5% | 0.1% | 31 | +264,900 | 306.95% | Q1 2026 | Apr 16, 2026 |
| Asio Capital, LLC | History | Added to | 347,320 | 8,610 | 1.21% | 0.94% | 32 | +80,780 | 30.31% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 334,014 | 8,280 | 0.02% | 0.02% | 33 | +27,352 | 8.92% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 328,521 | 8,144 | 0.09% | — | 34 | +328,521 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 299,826 | 7,432 | 0.01% | 0.01% | 35 | -19,350 | -6.06% | Q1 2026 | Apr 27, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 293,015 | 7,263 | 2.79% | 2.5% | 36 | +32,573 | 12.51% | Q1 2026 | Apr 22, 2026 |
| Prentice Wealth Management LLC | History | Added to | 289,218 | 7,169 | 1.62% | 1.48% | 37 | +29,070 | 11.17% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 284,772 | 7,059 | 0.03% | 0.02% | 38 | +58,394 | 25.79% | Q1 2026 | Jun 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 249,446 | 6,184 | 0.02% | 0.01% | 39 | +36,145 | 16.95% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | Added to | 246,646 | 6,141 | 0.16% | 0.24% | 40 | +17,917 | 7.83% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 245,168 | 6,077 | 0.01% | 0.01% | 41 | +35,093 | 16.7% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 237,797 | 5,914 | 0.04% | 0.04% | 42 | +22,180 | 10.29% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 236,253 | 5,856 | 0.02% | 0.0% | 43 | +178,196 | 306.93% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 224,474 | 5,564 | 0.23% | — | 44 | +224,474 | New | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 215,524 | 5,342 | 0.59% | 0.6% | 45 | -1,491 | -0.69% | Q1 2026 | May 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 212,464 | 5,266 | 0.3% | 0.29% | 46 | +113,923 | 115.61% | Q1 2026 | Apr 22, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 210,999 | 5,240 | 0.09% | 0.08% | 47 | +28,726 | 15.76% | Q1 2026 | May 15, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 208,676 | 5,173 | 0.82% | 0.7% | 48 | +43,907 | 26.65% | Q1 2026 | Apr 09, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 203,337 | 5,040 | 1.69% | 1.27% | 49 | +49,546 | 32.22% | Q1 2026 | May 05, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 189,574 | 4,699 | 0.66% | 0.62% | 50 | +9,004 | 4.99% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | Added to | 176,217 | 4,368 | 0.14% | 0.11% | 51 | +42,916 | 32.19% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 168,581 | 4,179 | 0.05% | 0.01% | 52 | +130,097 | 338.05% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Added to | 162,375 | 4,025 | 0.05% | 0.05% | 53 | +17,087 | 11.76% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 160,384 | 3,975 | 0.0% | 0.0% | 54 | +48,146 | 42.9% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 157,828 | 3,912 | 0.0% | 0.0% | 55 | +55,655 | 54.47% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 156,369 | 3,876 | 0.02% | 0.0% | 56 | +140,859 | 908.18% | Q1 2026 | May 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 155,847 | 3,863 | 2.61% | 2.4% | 57 | +14,559 | 10.3% | Q1 2026 | Apr 30, 2026 |
| Certified Advisory Corp | History | Added to | 152,645 | 3,784 | 0.34% | 0.25% | 58 | +43,721 | 40.14% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 150,145 | 3,722 | 0.02% | 0.02% | 59 | -11,475 | -7.1% | Q1 2026 | May 08, 2026 |
| MFA WEALTH ADVISORS, LLC | History | New | 141,553 | 3,509 | 0.69% | — | 60 | +141,553 | New | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 135,023 | 3,337 | 0.12% | 0.12% | 61 | +4,981 | 3.83% | Q1 2026 | May 15, 2026 |
| CROBAN | History | Added to | 124,263 | 3,080 | 1.45% | 1.25% | 62 | +20,146 | 19.35% | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 123,329 | 3,057 | 0.33% | 0.43% | 63 | +7,144 | 6.15% | Q1 2026 | Apr 10, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 119,446 | 2,961 | 1.44% | 1.5% | 64 | -1,251 | -1.04% | Q1 2026 | May 05, 2026 |
| Sequent Planning LLC | History | Added to | 117,826 | 2,920 | 0.71% | 0.52% | 65 | +36,174 | 44.3% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 117,078 | 2,902 | 0.0% | 0.0% | 66 | +46,262 | 65.33% | Q1 2026 | May 07, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 104,702 | 2,595 | 1.96% | 1.86% | 67 | +12,552 | 13.62% | Q1 2026 | Apr 21, 2026 |
| One Degree Advisors Inc | History | Reduced | 103,186 | 2,557 | 0.67% | 0.82% | 68 | -17,481 | -14.49% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 101,107 | 2,506 | 0.01% | 0.01% | 69 | +6,520 | 6.89% | Q1 2026 | Apr 30, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 100,206 | 2,484 | 0.58% | 0.5% | 70 | +16,798 | 20.14% | Q1 2026 | Apr 17, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 92,752 | 2,299 | 0.68% | 0.64% | 71 | +918 | 1.0% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 91,988 | 2,280 | 0.14% | 0.1% | 72 | +8,615 | 10.33% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 91,213 | 2,262 | 0.0% | 0.0% | 73 | +48,604 | 114.07% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Added to | 90,913 | 2,253 | 0.27% | 0.16% | 74 | +38,934 | 74.9% | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 89,838 | 2,227 | 0.02% | 0.01% | 75 | +65,615 | 270.88% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 88,050 | 2,183 | 0.01% | 0.0% | 76 | +17,572 | 24.93% | Q1 2026 | Apr 22, 2026 |
| Fire Capital Management LLC | History | Added to | 87,665 | 2,173 | 1.02% | 0.73% | 77 | +28,592 | 48.4% | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 86,682 | 2,148 | 0.24% | 0.19% | 78 | +18,169 | 26.52% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 85,555 | 2,120 | 0.11% | 0.1% | 79 | +8,048 | 10.38% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 79,474 | 1,970 | 0.0% | 0.0% | 80 | +49,322 | 163.58% | Q1 2026 | May 13, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 78,013 | 1,933 | 0.84% | 0.79% | 81 | -3,867 | -4.72% | Q1 2026 | May 01, 2026 |
| ARWA LLC | History | Added to | 77,098 | 1,923 | 0.95% | 0.27% | 82 | +58,806 | 321.48% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 75,037 | 1,860 | 0.02% | 0.02% | 83 | +29,553 | 64.97% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 73,100 | 1,812 | 0.04% | 0.01% | 84 | +58,340 | 395.26% | Q1 2026 | May 04, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 71,050 | 1,761 | 0.63% | 0.64% | 85 | -945 | -1.31% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 65,852 | 1,632 | 0.05% | 0.03% | 86 | +34,042 | 107.02% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 64,489 | 1,598 | 0.2% | 0.11% | 87 | +30,777 | 91.29% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 59,198 | 1,467 | 0.0% | 0.0% | 88 | -19,905 | -25.16% | Q1 2026 | May 08, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 57,965 | 1,436 | 0.52% | 0.46% | 89 | +3,969 | 7.35% | Q1 2026 | May 11, 2026 |
| Bowman & Co S.C. | History | No change | 56,819 | 1,413 | 0.6% | 0.6% | 90 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 56,244 | 1,394 | 0.01% | 0.0% | 91 | +55,894 | 15969.71% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 55,692 | 1,385 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 55,535 | 1,377 | 0.0% | 0.0% | 93 | +43,262 | 352.5% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | New | 54,252 | 1,344 | 0.0% | — | 94 | +54,252 | New | Q1 2026 | May 13, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 53,612 | 1,329 | 0.55% | 0.57% | 95 | -4,670 | -8.01% | Q1 2026 | Apr 22, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 53,598 | 1,328 | 0.36% | 0.33% | 96 | +18,661 | 53.41% | Q1 2026 | Apr 29, 2026 |
| Uniting Wealth Partners, LLC | History | New | 52,643 | 1,305 | 0.28% | — | 97 | +52,643 | New | Q1 2026 | Apr 22, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 49,587 | 1,229 | 0.09% | 0.07% | 98 | +10,233 | 26.0% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 47,447 | 1,176 | 0.04% | 0.04% | 99 | +5,143 | 12.16% | Q1 2026 | May 06, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 45,327 | 1,123 | 0.91% | — | 100 | +45,327 | New | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 45,000 | 1,115 | 0.02% | 0.02% | 101 | -500 | -1.1% | Q1 2026 | Apr 10, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 43,872 | 1,087 | 0.27% | 0.24% | 102 | +6,185 | 16.41% | Q1 2026 | Apr 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 43,490 | 1,078 | 0.1% | 0.05% | 103 | +20,901 | 92.53% | Q1 2026 | Apr 30, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 42,527 | 1,061 | 0.62% | — | 104 | +42,527 | New | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 42,029 | 1,041 | 0.01% | 0.01% | 105 | +1,842 | 4.58% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 41,573 | 1,030 | 0.01% | 0.01% | 106 | +8,626 | 26.18% | Q1 2026 | May 05, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 41,467 | 1,027 | 0.67% | 0.58% | 107 | +5,128 | 14.11% | Q1 2026 | May 06, 2026 |
| WULFF, HANSEN & CO. | History | No change | 41,187 | 1,021 | 1.04% | 0.86% | 108 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 39,513 | 979 | 0.11% | 0.11% | 109 | +867 | 2.24% | Q1 2026 | Apr 28, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 38,877 | 963 | 0.44% | 0.34% | 110 | -270 | -0.69% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 37,867 | 938 | 0.01% | 0.01% | 111 | +27,578 | 268.03% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 37,184 | 928 | 0.02% | — | 112 | +37,184 | New | Q1 2026 | May 01, 2026 |
| Summit Financial Consulting LLC | History | Added to | 37,403 | 927 | 0.66% | 0.59% | 113 | +4,947 | 15.24% | Q1 2026 | Apr 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 36,099 | 894 | 0.1% | 0.09% | 114 | +334 | 0.93% | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | New | 35,309 | 875 | 0.08% | — | 115 | +35,309 | New | Q1 2026 | May 12, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 35,196 | 872 | 0.34% | 0.09% | 116 | +25,971 | 281.53% | Q1 2026 | Apr 22, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 34,638 | 861 | 0.51% | 0.51% | 117 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,655 | 859 | 0.01% | 0.01% | 118 | +11,804 | 51.66% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | New | 34,481 | 854 | 0.0% | — | 119 | +34,481 | New | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 34,306 | 850 | 0.3% | 0.27% | 121 | +3,868 | 12.71% | Q1 2026 | Apr 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 34,305 | 850 | 0.09% | 0.09% | 120 | +250 | 0.73% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 33,676 | 834 | 0.06% | 0.07% | 122 | -253 | -0.75% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 32,314 | 801 | 0.04% | 0.04% | 123 | +2,886 | 9.81% | Q1 2026 | Apr 24, 2026 |
| Peck Wealth Management, LLC | History | Added to | 31,505 | 781 | 0.78% | 0.47% | 124 | +11,550 | 57.88% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 31,417 | 778 | 0.03% | 0.02% | 125 | +1,694 | 5.7% | Q1 2026 | Apr 22, 2026 |
| Smart Money Group LLC | History | Added to | 31,084 | 770 | 0.22% | 0.21% | 126 | +2,321 | 8.07% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 30,756 | 762 | 0.0% | 0.0% | 127 | -9,207 | -23.04% | Q1 2026 | May 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 29,856 | 740 | 0.65% | 0.51% | 128 | +138 | 0.46% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,824 | 739 | 0.03% | 0.03% | 129 | -1,329 | -4.27% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 28,799 | 713 | 0.01% | 0.01% | 130 | +17,828 | 162.5% | Q1 2026 | Apr 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 28,443 | 705 | 0.01% | 0.01% | 131 | +3,368 | 13.43% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 27,300 | 676 | 0.0% | 0.0% | 132 | +4,000 | 17.17% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 27,229 | 675 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 26,650 | 660 | 0.72% | 0.71% | 134 | +2,000 | 8.11% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 25,858 | 641 | 0.05% | 0.08% | 135 | +2,393 | 10.2% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 24,385 | 604 | 0.02% | 0.02% | 136 | -1,027 | -4.04% | Q1 2026 | May 12, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 24,038 | 595 | 0.1% | — | 137 | +24,038 | New | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,000 | 594 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 23,389 | 579 | 0.01% | 0.01% | 139 | +755 | 3.34% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,342 | 578 | 0.01% | 0.01% | 140 | +4,287 | 22.5% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Reduced | 22,707 | 562 | 0.02% | 0.03% | 141 | -93 | -0.41% | Q1 2026 | May 19, 2026 |
| Tortoise Investment Management, LLC | History | New | 22,400 | 555 | 0.05% | — | 142 | +22,400 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 21,993 | 545 | 0.01% | 0.01% | 143 | -446 | -1.99% | Q1 2026 | Apr 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 21,903 | 542 | 0.5% | 0.2% | 144 | +13,213 | 152.05% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 20,048 | 496 | 0.02% | 0.01% | 145 | +9,791 | 95.46% | Q1 2026 | Apr 28, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 19,806 | 490 | 0.37% | 0.3% | 146 | +5,215 | 35.74% | Q1 2026 | May 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 19,728 | 489 | 0.04% | 0.03% | 147 | +3,488 | 21.48% | Q1 2026 | Apr 08, 2026 |
| CGN Advisors LLC | History | New | 19,582 | 485 | 0.04% | — | 148 | +19,582 | New | Q1 2026 | Apr 13, 2026 |
| Members Advisory Group LLC | History | Added to | 19,372 | 480 | 0.16% | 0.15% | 149 | +3,564 | 22.55% | Q1 2026 | May 05, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | New | 19,291 | 478 | 0.48% | — | 150 | +19,291 | New | Q1 2026 | Apr 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 18,974 | 470 | 0.0% | 0.0% | 151 | +892 | 4.93% | Q1 2026 | May 14, 2026 |
| Tenzing Financial LLC | History | Added to | 18,270 | 455 | 0.34% | 0.34% | 152 | +1,202 | 7.04% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 18,247 | 452 | 0.01% | 0.0% | 153 | +2,578 | 16.45% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 18,155 | 450 | 0.01% | 0.01% | 154 | +2,328 | 14.71% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 17,714 | 439 | 0.0% | 0.0% | 155 | +7,022 | 65.68% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 17,047 | 422 | 0.01% | 0.01% | 156 | -2,049 | -10.73% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 16,734 | 414 | 0.02% | — | 157 | +16,734 | New | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | New | 16,354 | 407 | 0.01% | — | 158 | +16,354 | New | Q1 2026 | Apr 09, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 16,346 | 405 | 0.24% | 0.32% | 159 | -2,388 | -12.75% | Q1 2026 | May 14, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 15,431 | 382 | 0.3% | 0.31% | 160 | +92 | 0.6% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 15,400 | 380 | 0.03% | 0.02% | 161 | +900 | 6.21% | Q1 2026 | May 01, 2026 |
| Bill Few Associates, Inc. | History | No change | 15,302 | 379 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 15,308 | 379 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 15,283 | 378 | 0.3% | 0.31% | 164 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AIRE ADVISORS, LLC | History | New | 15,139 | 375 | 0.07% | — | 165 | +15,139 | New | Q1 2026 | May 06, 2026 |
| PW Nova Financial Services LLC | History | New | 15,000 | 371 | 0.09% | — | 166 | +15,000 | New | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,614 | 362 | 0.01% | 0.02% | 167 | -26,154 | -64.15% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,335 | 355 | 0.0% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 14,078 | 349 | 0.02% | 0.02% | 169 | -1,131 | -7.44% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 13,113 | 325 | 0.0% | 0.0% | 170 | -1,062 | -7.49% | Q1 2026 | Apr 15, 2026 |
| Hobart Private Capital, LLC | History | New | 13,033 | 323 | 0.06% | — | 171 | +13,033 | New | Q1 2026 | Apr 07, 2026 |
| NewSquare Capital LLC | History | Added to | 12,715 | 315 | 0.03% | 0.03% | 172 | +505 | 4.14% | Q1 2026 | May 08, 2026 |
| Noble Family Wealth, LLC | History | No change | 12,450 | 308 | 0.06% | 0.07% | 173 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 12,398 | 307 | 0.1% | 0.1% | 174 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Partners Group, Inc | History | New | 12,188 | 302 | 0.04% | — | 175 | +12,188 | New | Q1 2026 | Apr 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,112 | 300 | 0.0% | — | 176 | +12,112 | New | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 11,983 | 297 | 0.13% | 0.11% | 177 | +2,031 | 20.41% | Q1 2026 | May 11, 2026 |
| Phoenix Wealth Advisors | History | No change | 12,000 | 297 | 0.12% | 0.11% | 178 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 12,000 | 297 | 0.19% | 0.2% | 179 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 11,792 | 292 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | No change | 11,374 | 282 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 11,157 | 276 | 0.0% | — | 182 | +11,157 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 11,000 | 272 | 0.0% | — | 183 | +11,000 | New | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 10,601 | 262 | 0.12% | 0.12% | 184 | +52 | 0.49% | Q1 2026 | Apr 27, 2026 |
| Gerald Baker Financial Group LLC | History | New | 10,473 | 259 | 0.08% | — | 185 | +10,473 | New | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,077 | 249 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 10,040 | 248 | 0.01% | — | 187 | +10,040 | New | Q1 2026 | Apr 29, 2026 |
| Valued Retirements, Inc. | History | New | 10,000 | 247 | 0.24% | — | 188 | +10,000 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,291 | 230 | 0.0% | — | 190 | +9,291 | New | Q1 2026 | May 01, 2026 |
| Continuum Advisory, LLC | History | No change | 9,300 | 230 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,013 | 223 | 0.01% | 0.01% | 191 | +366 | 4.23% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Added to | 8,883 | 220 | 0.01% | 0.01% | 192 | +49 | 0.55% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | New | 8,518 | 211 | 0.0% | — | 194 | +8,518 | New | Q1 2026 | May 18, 2026 |
| Advisor Resource Council | History | Reduced | 8,552 | 211 | 0.07% | 0.09% | 193 | -1,621 | -15.93% | Q1 2026 | May 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 8,281 | 205 | 0.11% | 0.08% | 195 | +2,336 | 39.29% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 5,752 | 142 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,666 | 115 | 0.0% | 0.0% | 197 | +630 | 15.61% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 3,822 | 95 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,849 | 70 | 0.03% | 0.0% | 199 | +2,495 | 704.8% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,365 | 58 | 0.0% | 0.01% | 200 | -4,899 | -67.44% | Q1 2026 | Apr 06, 2026 |
| BOKF, NA | History | No change | 1,781 | 44 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,552 | 38 | 0.0% | 0.0% | 202 | -123 | -7.34% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 1,000 | 24 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 946 | 23 | 0.01% | 0.01% | 204 | +34 | 3.73% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 896 | 22 | 0.0% | 0.0% | 205 | +150 | 20.11% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 739 | 18 | 0.0% | — | 207 | +739 | New | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 747 | 18 | 0.0% | 0.0% | 206 | +8 | 1.08% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 47 | 1 | 0.0% | — | 208 | +47 | New | Q1 2026 | May 06, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.35% | — | -186,702 | -100.0% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -170,387 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -50,988 | -100.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,883 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,220 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -33,712 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,326 | -100.0% | Q1 2026 | May 14, 2026 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 0.27% | — | -21,320 | -100.0% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,938 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.31% | — | -15,283 | -100.0% | Q1 2026 | May 20, 2026 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.13% | — | -14,400 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,148 | -100.0% | Q1 2026 | May 15, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,590 | -100.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,755 | -100.0% | Q1 2026 | May 12, 2026 |
| Wayfinding Financial, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -10,252 | -100.0% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -10,060 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -7,163 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,942 | -100.0% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,071 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 05, 2026 |
| Trust Co | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 12, 2026 |
| Basepoint Wealth LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 07, 2026 |