Franklin Templeton ETF Trust - FLQM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 2,883,203 | 162,208 | 0.04% | 0.05% | 1 | -207,300 | -6.71% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,044,877 | 114,987 | 0.03% | 0.03% | 2 | -112,922 | -5.23% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,861,769 | 104,743 | 0.03% | 0.03% | 3 | +67,967 | 3.79% | Q4 2025 | Feb 18, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 1,510,839 | 84,999 | 1.88% | 1.81% | 4 | +107,072 | 7.63% | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,311,994 | 73,812 | 0.08% | 0.07% | 5 | +247,905 | 23.3% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 965,916 | 54,342 | 0.03% | 0.04% | 6 | -9,546 | -0.98% | Q4 2025 | Feb 10, 2026 |
| Harbor Group, Inc. | History | Added to | 826,653 | 46,507 | 6.96% | 6.51% | 7 | +101,173 | 13.95% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Reduced | 763,619 | 42,961 | 0.12% | 0.16% | 8 | -199,169 | -20.69% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 763,243 | 42,940 | 1.43% | 1.33% | 9 | +90,960 | 13.53% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 731,835 | 41,173 | 0.0% | 0.0% | 10 | -86,780 | -10.6% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 688,993 | 38,762 | 0.0% | 0.0% | 11 | -2,852 | -0.41% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 550,196 | 30,954 | 0.03% | 0.03% | 12 | +22,570 | 4.28% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 509,296 | 28,652 | 0.13% | 0.16% | 13 | -51,525 | -9.19% | Q4 2025 | Feb 17, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 418,739 | 23,558 | 10.97% | 10.96% | 14 | +28,438 | 7.29% | Q4 2025 | Jan 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 397,358 | 22,355 | 0.09% | 0.08% | 15 | +33,194 | 9.12% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 380,180 | 21,388 | 2.92% | 2.9% | 16 | +16,033 | 4.4% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 372,773 | 20,972 | 0.02% | 0.02% | 17 | +5,792 | 1.58% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 321,692 | 18,098 | 0.0% | — | 18 | +321,692 | New | Q4 2025 | Feb 17, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 316,651 | 17,814 | 6.37% | 6.31% | 19 | +13,571 | 4.48% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 314,379 | 17,686 | 0.01% | 0.01% | 20 | +18,624 | 6.3% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 306,705 | 17,256 | 0.03% | 0.03% | 21 | -29,955 | -8.9% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 274,715 | 15,455 | 0.04% | 0.04% | 22 | -1,190 | -0.43% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 252,639 | 14,213 | 0.0% | 0.0% | 23 | +14,520 | 6.1% | Q4 2025 | Feb 10, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 227,080 | 12,775 | 9.06% | 8.49% | 24 | +19,449 | 9.37% | Q4 2025 | Jan 12, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 196,413 | 11,050 | 0.44% | 0.46% | 25 | -880 | -0.45% | Q4 2025 | Jan 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 194,888 | 10,964 | 1.23% | 1.19% | 26 | +12,690 | 6.96% | Q4 2025 | Jan 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 186,362 | 10,484 | 0.08% | 0.01% | 27 | +172,758 | 1269.91% | Q4 2025 | Feb 12, 2026 |
| TrustBank | History | New | 182,565 | 10,271 | 4.28% | — | 28 | +182,565 | New | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 177,308 | 9,975 | 0.1% | 0.06% | 29 | +71,336 | 67.32% | Q4 2025 | Feb 13, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 176,572 | 9,933 | 6.53% | — | 30 | +176,572 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 176,292 | 9,918 | 0.02% | 0.02% | 31 | +33,790 | 23.71% | Q4 2025 | Feb 11, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 159,756 | 8,987 | 2.13% | 2.45% | 32 | -17,204 | -9.72% | Q4 2025 | Jan 22, 2026 |
| Integrity Financial Corp /WA | History | Added to | 153,724 | 8,648 | 4.38% | 3.85% | 33 | +10,775 | 7.54% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 149,858 | 8,430 | 0.02% | 0.02% | 34 | +4,920 | 3.39% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Services, LLC | History | Added to | 141,060 | 7,936 | 5.4% | 5.4% | 35 | +4,394 | 3.22% | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 132,109 | 7,432 | 0.19% | 0.19% | 36 | +7,738 | 6.22% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 131,654 | 7,406 | 0.09% | 0.1% | 37 | -5,660 | -4.12% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 118,884 | 6,688 | 0.02% | 0.07% | 38 | -316,190 | -72.67% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 112,600 | 6,334 | 0.01% | — | 39 | +112,600 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 105,012 | 5,907 | 0.02% | 0.0% | 40 | +103,871 | 9103.51% | Q4 2025 | Feb 18, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 104,011 | 5,851 | 7.21% | 3.99% | 41 | -2,524 | -2.37% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 102,248 | 5,752 | 0.01% | 0.01% | 42 | -45,802 | -30.94% | Q4 2025 | Feb 12, 2026 |
| Sunrise Financial Services, LLC | History | New | 99,262 | 5,584 | 4.21% | — | 43 | +99,262 | New | Q4 2025 | Feb 11, 2026 |
| KPP Advisory Services LLC | History | Added to | 94,187 | 5,298 | 0.77% | 0.68% | 44 | +12,811 | 15.74% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Added to | 92,335 | 5,193 | 0.03% | 0.03% | 45 | +4,566 | 5.2% | Q4 2025 | Feb 17, 2026 |
| Family Capital Management, Inc. | History | Added to | 86,921 | 4,890 | 2.17% | 2.32% | 46 | +959 | 1.12% | Q4 2025 | Jan 27, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 83,226 | 4,682 | 0.33% | 0.31% | 47 | +1,093 | 1.33% | Q4 2025 | Jan 14, 2026 |
| Thomasville National Bank | History | Added to | 81,149 | 4,565 | 0.28% | 0.28% | 48 | +3,280 | 4.21% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 77,455 | 4,357 | 0.06% | 0.06% | 49 | +9,888 | 14.63% | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 73,178 | 4,117 | 0.38% | 0.39% | 50 | +506 | 0.7% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 68,280 | 3,841 | 0.02% | 0.02% | 51 | +4,815 | 7.59% | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 63,714 | 3,584 | 0.02% | 0.02% | 52 | -17,980 | -22.01% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 62,350 | 3,507 | 0.09% | 0.13% | 53 | -30,117 | -32.57% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 62,151 | 3,496 | 0.08% | 0.09% | 54 | -957 | -1.52% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 61,822 | 3,478 | 0.4% | 0.38% | 55 | +5,592 | 9.94% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 57,208 | 3,218 | 0.02% | 0.02% | 56 | +6,624 | 13.1% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 54,242 | 3,051 | 0.02% | 0.03% | 57 | -212 | -0.39% | Q4 2025 | Jan 26, 2026 |
| VICUS CAPITAL | History | Added to | 53,748 | 3,023 | 0.23% | 0.2% | 58 | +6,724 | 14.3% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 53,427 | 3,005 | 0.02% | 0.03% | 59 | -10,107 | -15.91% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 48,599 | 2,734 | 0.0% | — | 60 | +48,599 | New | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 46,516 | 2,616 | 0.09% | 0.09% | 61 | +3,411 | 7.91% | Q4 2025 | Jan 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 44,908 | 2,526 | 0.05% | 0.05% | 62 | -1,615 | -3.47% | Q4 2025 | Jan 16, 2026 |
| Intrua Financial, LLC | History | Added to | 42,989 | 2,418 | 0.26% | 0.2% | 63 | +10,079 | 30.63% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Reduced | 42,746 | 2,404 | 0.14% | 0.15% | 64 | -264 | -0.61% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 39,471 | 2,243 | 0.09% | 0.17% | 65 | -8,117 | -17.06% | Q4 2025 | Feb 13, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 39,040 | 2,196 | 1.01% | 1.17% | 66 | -2,492 | -6.0% | Q4 2025 | Feb 04, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 36,476 | 2,052 | 1.46% | 1.5% | 67 | +1,082 | 3.06% | Q4 2025 | Feb 03, 2026 |
| AIFG Consultants Ltd. | History | Added to | 36,011 | 2,025 | 3.48% | 2.99% | 68 | +5,924 | 19.69% | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 34,231 | 1,925 | 0.03% | 0.02% | 69 | +1,344 | 4.09% | Q4 2025 | Feb 02, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 33,302 | 1,873 | 1.16% | 1.25% | 70 | +1,612 | 5.09% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 32,024 | 1,801 | 0.0% | 0.0% | 71 | +27,478 | 604.44% | Q4 2025 | Feb 11, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 28,353 | 1,595 | 0.04% | 0.11% | 72 | -1,475 | -4.95% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 27,029 | 1,520 | 0.03% | 0.04% | 73 | -2,789 | -9.35% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 26,398 | 1,484 | 0.47% | 0.45% | 74 | +3,606 | 15.82% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,435 | 1,430 | 0.02% | 0.02% | 75 | +1,613 | 6.77% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,285 | 1,422 | 0.02% | 0.02% | 76 | -4,985 | -16.47% | Q4 2025 | Jan 20, 2026 |
| MONEYWISE, INC. | History | Reduced | 24,951 | 1,403 | 0.58% | 0.79% | 77 | -5,972 | -19.31% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 24,257 | 1,364 | 0.0% | 0.0% | 78 | +3,805 | 18.6% | Q4 2025 | Feb 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 23,633 | 1,329 | 0.37% | 0.31% | 79 | -508 | -2.1% | Q4 2025 | Jan 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 22,918 | 1,289 | 0.05% | 0.06% | 80 | -2,290 | -9.08% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 21,649 | 1,217 | 0.01% | 0.05% | 81 | -59,934 | -73.46% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,504 | 1,153 | 0.0% | 0.0% | 82 | -6,356 | -23.66% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 19,349 | 1,088 | 0.38% | 0.18% | 83 | +17,715 | 1084.15% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,101 | 1,074 | 0.0% | 0.0% | 84 | +16,817 | 736.3% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,836 | 1,059 | 0.0% | 0.0% | 85 | -8,620 | -31.4% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 18,490 | 1,040 | 0.02% | 0.02% | 86 | +1,407 | 8.24% | Q4 2025 | Feb 03, 2026 |
| Leo Wealth, LLC | History | New | 18,215 | 1,024 | 0.07% | — | 87 | +18,215 | New | Q4 2025 | Jan 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 17,726 | 997 | 0.02% | 0.02% | 88 | +177 | 1.01% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 17,460 | 982 | 0.03% | 0.03% | 89 | -1,177 | -6.32% | Q4 2025 | Jan 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 16,959 | 954 | 0.05% | 0.06% | 90 | -1,193 | -6.57% | Q4 2025 | Feb 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 16,673 | 938 | 0.06% | 0.06% | 91 | +214 | 1.3% | Q4 2025 | Jan 16, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 16,671 | 937 | 0.44% | 0.16% | 92 | +5,178 | 45.05% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,085 | 904 | 0.02% | 0.02% | 93 | +801 | 5.24% | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Added to | 15,540 | 874 | 0.02% | 0.02% | 94 | +4,924 | 46.38% | Q4 2025 | Jan 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 14,896 | 838 | 0.09% | 0.09% | 95 | +616 | 4.31% | Q4 2025 | Jan 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,585 | 820 | 0.01% | 0.02% | 96 | +275 | 1.92% | Q4 2025 | Feb 19, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,050 | 790 | 0.0% | 0.01% | 97 | -396 | -2.74% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | New | 12,971 | 729 | 0.0% | — | 98 | +12,971 | New | Q4 2025 | Jan 29, 2026 |
| M Holdings Securities, Inc. | History | New | 11,799 | 664 | 0.05% | — | 99 | +11,799 | New | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 11,615 | 653 | 0.0% | 0.0% | 100 | +25 | 0.22% | Q4 2025 | Feb 13, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 11,234 | 649 | 0.49% | 0.58% | 101 | -2,145 | -16.03% | Q4 2025 | Feb 13, 2026 |
| Strategic Equity Management | History | Reduced | 10,710 | 602 | 0.2% | 0.24% | 102 | -683 | -5.99% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,394 | 584 | 0.03% | 0.03% | 103 | +534 | 5.42% | Q4 2025 | Feb 05, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 10,352 | 582 | 0.45% | 0.48% | 104 | -510 | -4.7% | Q4 2025 | Feb 10, 2026 |
| VeraBank, N.A. | History | Reduced | 9,492 | 534 | 0.1% | 0.1% | 105 | -38 | -0.4% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 9,103 | 512 | 0.0% | 0.0% | 106 | +838 | 10.14% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,081 | 510 | 0.0% | 0.0% | 107 | -5,826 | -39.08% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 8,797 | 494 | 0.01% | 0.01% | 108 | -3,559 | -28.8% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 8,560 | 481 | 0.01% | 0.01% | 109 | -280 | -3.17% | Q4 2025 | Feb 11, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 8,421 | 473 | 0.18% | 0.19% | 110 | -23 | -0.27% | Q4 2025 | Feb 13, 2026 |
| ProVise Management Group, LLC | History | Reduced | 8,238 | 463 | 0.03% | 0.03% | 111 | -175 | -2.08% | Q4 2025 | Jan 29, 2026 |
| Southland Equity Partners LLC | History | Reduced | 8,034 | 452 | 0.09% | 0.09% | 112 | -182 | -2.22% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,026 | 451 | 0.01% | 0.01% | 113 | +682 | 9.29% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 7,621 | 428 | 0.03% | 0.03% | 114 | +1,257 | 19.75% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 7,510 | 422 | 0.02% | 0.02% | 115 | -908 | -10.79% | Q4 2025 | Feb 10, 2026 |
| Redwood Financial Network Corp | History | Reduced | 7,167 | 403 | 0.26% | 0.34% | 116 | -2,265 | -24.01% | Q4 2025 | Feb 10, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,127 | 400 | 0.19% | 0.19% | 117 | +125 | 1.79% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,080 | 398 | 0.0% | 0.0% | 118 | -808 | -10.24% | Q4 2025 | Jan 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 6,980 | 392 | 0.15% | 0.17% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 6,713 | 377 | 0.19% | 0.19% | 120 | -93 | -1.37% | Q4 2025 | Feb 12, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 6,408 | 360 | 0.2% | 0.22% | 121 | -264 | -3.96% | Q4 2025 | Jan 30, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 6,281 | 353 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,964 | 335 | 0.02% | 0.02% | 123 | -133 | -2.18% | Q4 2025 | Feb 05, 2026 |
| Advisor Resource Council | History | New | 5,780 | 332 | 0.12% | — | 124 | +5,780 | New | Q4 2025 | Feb 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 5,882 | 330 | 0.05% | 0.06% | 125 | -150 | -2.49% | Q4 2025 | Jan 22, 2026 |
| Bison Wealth, LLC | History | New | 5,953 | 323 | 0.04% | — | 127 | +5,953 | New | Q4 2025 | Mar 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,755 | 323 | 0.02% | 0.02% | 126 | +1,791 | 45.18% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 5,736 | 322 | 0.0% | 0.0% | 128 | +593 | 11.53% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | No change | 5,660 | 318 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 5,580 | 313 | 0.08% | 0.09% | 130 | -352 | -5.93% | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,506 | 309 | 0.09% | 0.23% | 131 | -9,150 | -62.43% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,004 | 281 | 0.0% | 0.01% | 132 | -898 | -15.22% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,955 | 278 | 0.0% | — | 133 | +4,955 | New | Q4 2025 | Feb 18, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 4,470 | 251 | 0.14% | 0.63% | 135 | -14,578 | -76.53% | Q4 2025 | Jan 28, 2026 |
| Keystone Financial Group | History | Added to | 4,469 | 251 | 0.02% | 0.02% | 134 | +683 | 18.04% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 4,152 | 233 | 0.0% | 0.0% | 136 | -989 | -19.24% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,114 | 231 | 0.05% | 0.09% | 137 | -350 | -7.84% | Q4 2025 | Feb 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 4,021 | 226 | 0.13% | — | 138 | +4,021 | New | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 4,013 | 225 | 0.02% | 0.02% | 139 | +15 | 0.38% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,937 | 221 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| First Heartland Consultants, Inc. | History | No change | 3,855 | 216 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,706 | 208 | 0.01% | 0.01% | 142 | -119 | -3.11% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,691 | 207 | 0.02% | 0.02% | 143 | -738 | -16.66% | Q4 2025 | Jan 26, 2026 |
| Caprock Group, LLC | History | New | 3,617 | 203 | 0.0% | — | 144 | +3,617 | New | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,718 | 96 | 0.01% | 0.01% | 145 | +221 | 14.76% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | No change | 1,656 | 93 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,640 | 92 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,489 | 83 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | No change | 909 | 51 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 848 | 47 | 0.0% | 0.0% | 150 | +316 | 59.4% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | Reduced | 495 | 27 | 0.0% | 0.0% | 152 | -1,307 | -72.53% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 485 | 27 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | New | 300 | 17 | 0.0% | — | 153 | +300 | New | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 305 | 17 | 0.0% | 0.0% | 154 | -95 | -23.75% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 278 | 15 | 0.0% | 0.0% | 155 | -2,938 | -91.36% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 260 | 14 | 0.01% | 0.01% | 156 | +20 | 8.33% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 248 | 13 | 0.01% | — | 158 | +248 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 237 | 13 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 199 | 11 | 0.0% | — | 159 | +199 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 188 | 10 | 0.0% | 0.0% | 160 | -8,690 | -97.88% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 175 | 9 | 0.0% | — | 161 | +175 | New | Q4 2025 | Feb 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 145 | 8 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 130 | 7 | 0.0% | — | 163 | +130 | New | Q4 2025 | Jan 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 113 | 6 | 0.0% | — | 165 | +113 | New | Q4 2025 | Feb 10, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 119 | 6 | 0.0% | 0.0% | 164 | +1 | 0.85% | Q4 2025 | Feb 09, 2026 |
| Trust Co | History | New | 51 | 2 | 0.0% | — | 166 | +51 | New | Q4 2025 | Jan 15, 2026 |
| Motiv8 Investments LLC | History | New | 18 | 1 | 0.0% | — | 169 | +18 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 18 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Base Wealth Management LLC | History | Closed out | 0 | 0 | — | 3.12% | — | -96,971 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,743 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,117 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -6,712 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,815 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -322 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q3 2025 | Nov 12, 2025 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 28, 2025 |