Franklin Templeton ETF Trust - FLQM
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 | 3,103,326 | 170,465 | 0.05% | 0.04% | 1 | +220,123 | 7.63% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,040,141 | 112,067 | 0.03% | 0.03% | 2 | -4,736 | -0.23% | Q1 2026 | May 15, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 1,796,639 | 98,689 | 2.13% | 1.88% | 3 | +285,800 | 18.92% | Q1 2026 | Apr 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,521,760 | 83,590 | 0.03% | 0.03% | 4 | -340,009 | -18.26% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,454,613 | 79,901 | 0.08% | 0.08% | 5 | +142,619 | 10.87% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 912,530 | 50,125 | 0.03% | 0.03% | 6 | -53,386 | -5.53% | Q1 2026 | May 07, 2026 |
| Harbor Group, Inc. | History | Added to | 901,408 | 49,514 | 7.15% | 6.96% | 7 | +74,755 | 9.04% | Q1 2026 | Apr 10, 2026 |
| Larson Financial Group LLC | History | Added to | 899,001 | 49,382 | 1.58% | 1.43% | 8 | +135,758 | 17.79% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 675,138 | 37,085 | 0.0% | 0.0% | 9 | -56,697 | -7.75% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 667,636 | 36,673 | 0.1% | 0.12% | 10 | -95,983 | -12.57% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 642,184 | 35,275 | 0.0% | 0.0% | 11 | -46,809 | -6.79% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 588,955 | 32,351 | 0.03% | 0.03% | 12 | +38,759 | 7.04% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 485,374 | 26,661 | 0.13% | 0.13% | 13 | -23,922 | -4.7% | Q1 2026 | Apr 24, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 438,625 | 24,093 | 10.56% | 10.97% | 14 | +19,886 | 4.75% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 430,250 | 23,633 | 0.09% | 0.09% | 15 | +32,892 | 8.28% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 412,315 | 22,648 | 0.02% | 0.02% | 16 | +39,542 | 10.61% | Q1 2026 | May 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 376,016 | 20,654 | 2.57% | 2.92% | 17 | -4,164 | -1.1% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 322,764 | 17,729 | 0.0% | 0.0% | 18 | +1,072 | 0.33% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 318,988 | 17,241 | 0.01% | 0.01% | 19 | +4,609 | 1.47% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 271,955 | 14,938 | 0.0% | 0.0% | 20 | +19,316 | 7.65% | Q1 2026 | May 04, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 265,790 | 14,599 | 4.66% | 6.37% | 21 | -50,861 | -16.06% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 242,476 | 13,319 | 0.02% | 0.03% | 22 | -64,229 | -20.94% | Q1 2026 | May 15, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 241,098 | 13,243 | 7.82% | 9.06% | 23 | +14,018 | 6.17% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 240,505 | 13,211 | 0.03% | 0.04% | 24 | -34,210 | -12.45% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 204,337 | 11,224 | 0.03% | 0.02% | 25 | +28,045 | 15.91% | Q1 2026 | Apr 22, 2026 |
| Stratos Investment Management, LLC | History | Added to | 200,619 | 11,020 | 0.44% | 0.44% | 26 | +4,206 | 2.14% | Q1 2026 | Apr 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 198,923 | 10,926 | 1.21% | 1.23% | 27 | +4,035 | 2.07% | Q1 2026 | Apr 15, 2026 |
| TrustBank | History | Added to | 183,900 | 10,101 | 3.92% | 4.28% | 28 | +1,335 | 0.73% | Q1 2026 | May 04, 2026 |
| Piedmont Capital Management, LLC/NC | History | Added to | 177,715 | 9,761 | 6.51% | 6.53% | 29 | +1,143 | 0.65% | Q1 2026 | Apr 21, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 159,756 | 8,987 | 2.13% | 2.13% | 30 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Integrity Financial Corp /WA | History | Added to | 159,272 | 8,748 | 4.35% | 4.38% | 31 | +5,548 | 3.61% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 154,458 | 8,484 | 0.08% | 0.1% | 32 | -22,850 | -12.89% | Q1 2026 | May 08, 2026 |
| Keystone Financial Services, LLC | History | Added to | 150,313 | 8,256 | 5.55% | 5.4% | 33 | +9,253 | 6.56% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 132,226 | 7,263 | 0.19% | 0.19% | 34 | +117 | 0.09% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 126,264 | 6,935 | 0.03% | 0.02% | 35 | +21,252 | 20.24% | Q1 2026 | Jun 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 119,885 | 6,585 | 0.08% | 0.09% | 36 | -11,769 | -8.94% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 113,435 | 6,135 | 0.0% | 0.0% | 37 | +81,411 | 254.22% | Q1 2026 | May 13, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 109,070 | 5,991 | 7.39% | 7.21% | 38 | +5,059 | 4.86% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 108,303 | 5,949 | 0.01% | 0.01% | 39 | +6,055 | 5.92% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 104,772 | 5,755 | 0.06% | — | 40 | +104,772 | New | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 95,984 | 5,338 | 0.58% | — | 41 | +95,984 | New | Q1 2026 | Apr 10, 2026 |
| &PARTNERS | History | Added to | 94,290 | 5,217 | 0.03% | 0.03% | 42 | +1,955 | 2.12% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 94,450 | 5,188 | 0.01% | 0.02% | 43 | -55,408 | -36.97% | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Reduced | 88,493 | 4,860 | 0.71% | 0.77% | 44 | -5,694 | -6.05% | Q1 2026 | Apr 24, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 84,997 | 4,668 | 0.35% | 0.33% | 45 | +1,771 | 2.13% | Q1 2026 | Apr 13, 2026 |
| Thomasville National Bank | History | No change | 81,149 | 4,565 | 0.28% | 0.28% | 46 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 81,243 | 4,462 | 0.06% | 0.06% | 47 | +3,788 | 4.89% | Q1 2026 | May 15, 2026 |
| Family Capital Management, Inc. | History | Reduced | 81,169 | 4,458 | 1.98% | 2.17% | 48 | -5,752 | -6.62% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 79,088 | 4,344 | 0.09% | 0.08% | 49 | +16,937 | 27.25% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 64,952 | 3,567 | 0.01% | 0.02% | 50 | -3,328 | -4.87% | Q1 2026 | Apr 30, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 64,530 | 3,544 | 0.4% | 0.4% | 51 | +2,708 | 4.38% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 59,503 | 3,268 | 0.08% | 0.09% | 52 | -2,847 | -4.57% | Q1 2026 | May 04, 2026 |
| VICUS CAPITAL | History | Added to | 58,914 | 3,236 | 0.24% | 0.23% | 53 | +5,166 | 9.61% | Q1 2026 | Apr 22, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 56,969 | 3,129 | 0.02% | 0.02% | 54 | -6,745 | -10.59% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 52,938 | 2,907 | 0.01% | 0.02% | 55 | -4,270 | -7.46% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 52,228 | 2,868 | 0.1% | 0.09% | 56 | +5,712 | 12.28% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 50,402 | 2,768 | 0.05% | 0.05% | 57 | +5,494 | 12.23% | Q1 2026 | Apr 10, 2026 |
| Intrua Financial, LLC | History | Added to | 49,295 | 2,707 | 0.28% | 0.26% | 58 | +6,306 | 14.67% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 47,708 | 2,620 | 0.02% | 0.02% | 59 | -6,534 | -12.05% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 45,536 | 2,561 | 0.02% | 0.02% | 60 | -7,891 | -14.77% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 43,939 | 2,413 | 0.14% | 0.14% | 61 | +1,193 | 2.79% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 40,035 | 2,199 | 0.0% | — | 62 | +40,035 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 39,461 | 2,134 | 0.08% | 0.09% | 63 | -10 | -0.03% | Q1 2026 | May 15, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 37,487 | 2,059 | 0.99% | 1.01% | 64 | -1,553 | -3.98% | Q1 2026 | Apr 27, 2026 |
| AIFG Consultants Ltd. | History | No change | 36,011 | 2,025 | 3.48% | 3.48% | 65 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 36,335 | 1,995 | 1.46% | 1.46% | 66 | -141 | -0.39% | Q1 2026 | May 05, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 36,037 | 1,979 | 1.13% | 1.16% | 67 | +2,735 | 8.21% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 32,968 | 1,810 | 0.02% | 0.03% | 68 | -1,263 | -3.69% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 30,239 | 1,661 | 0.0% | 0.02% | 69 | -88,645 | -74.56% | Q1 2026 | May 04, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 28,913 | 1,588 | 0.04% | 0.04% | 70 | +560 | 1.98% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 26,727 | 1,472 | 0.46% | 0.47% | 71 | +329 | 1.25% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,163 | 1,437 | 0.02% | 0.02% | 72 | +728 | 2.86% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 25,423 | 1,396 | 0.0% | 0.0% | 73 | +1,166 | 4.81% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 25,311 | 1,390 | 0.03% | 0.03% | 74 | -1,718 | -6.36% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 25,028 | 1,374 | 0.36% | 0.37% | 75 | +1,395 | 5.9% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Added to | 23,494 | 1,290 | 0.01% | 0.01% | 76 | +1,845 | 8.52% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 23,434 | 1,287 | 0.01% | 0.02% | 77 | -1,851 | -7.32% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,945 | 1,260 | 0.0% | 0.0% | 78 | +2,441 | 11.9% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 22,252 | 1,222 | 0.0% | — | 79 | +22,252 | New | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Reduced | 20,382 | 1,119 | 0.49% | 0.58% | 80 | -4,569 | -18.31% | Q1 2026 | Apr 27, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 20,108 | 1,104 | 0.46% | 0.44% | 81 | +3,437 | 20.62% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,548 | 1,018 | 0.0% | 0.0% | 82 | -288 | -1.53% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 17,796 | 977 | 0.0% | 0.0% | 83 | -1,305 | -6.83% | Q1 2026 | May 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 17,748 | 974 | 0.07% | 0.06% | 84 | +1,075 | 6.45% | Q1 2026 | May 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 17,566 | 964 | 0.4% | 0.38% | 85 | -1,783 | -9.21% | Q1 2026 | Apr 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 16,782 | 921 | 0.05% | 0.05% | 86 | -177 | -1.04% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,669 | 915 | 0.01% | 0.02% | 87 | +584 | 3.63% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 16,503 | 906 | 0.04% | 0.05% | 88 | -6,415 | -27.99% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 16,098 | 884 | 0.1% | 0.09% | 89 | +1,202 | 8.07% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,528 | 852 | 0.0% | — | 90 | +15,528 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 13,980 | 767 | 0.0% | 0.0% | 91 | -70 | -0.5% | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 13,694 | 752 | 0.02% | 0.03% | 92 | -3,766 | -21.57% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,880 | 707 | 0.0% | 0.0% | 93 | -91 | -0.7% | Q1 2026 | May 05, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 11,701 | 660 | 0.48% | 0.49% | 94 | +467 | 4.16% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 11,642 | 639 | 0.03% | — | 95 | +11,642 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 11,626 | 638 | 0.0% | 0.0% | 96 | +11 | 0.09% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,152 | 612 | 0.0% | 0.0% | 97 | +2,049 | 22.51% | Q1 2026 | Apr 29, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 10,118 | 555 | 0.39% | 4.21% | 98 | -89,144 | -89.81% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 9,803 | 538 | 0.01% | 0.02% | 99 | -5,737 | -36.92% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 9,759 | 536 | 0.03% | 0.03% | 100 | -635 | -6.11% | Q1 2026 | Apr 23, 2026 |
| Leo Wealth, LLC | History | Reduced | 9,747 | 535 | 0.04% | 0.07% | 101 | -8,468 | -46.49% | Q1 2026 | May 05, 2026 |
| VeraBank, N.A. | History | Reduced | 9,186 | 504 | 0.09% | 0.1% | 102 | -306 | -3.22% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,152 | 502 | 0.0% | 0.08% | 103 | -177,210 | -95.09% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,932 | 490 | 0.01% | 0.01% | 104 | +906 | 11.29% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 8,691 | 477 | 0.05% | 0.02% | 105 | +4,678 | 116.57% | Q1 2026 | Apr 22, 2026 |
| Strategic Equity Management | History | Reduced | 8,396 | 461 | 0.17% | 0.2% | 106 | -2,314 | -21.61% | Q1 2026 | Apr 21, 2026 |
| ProVise Management Group, LLC | History | Added to | 8,318 | 456 | 0.03% | 0.03% | 107 | +80 | 0.97% | Q1 2026 | May 06, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 8,278 | 454 | 0.17% | 0.18% | 108 | -143 | -1.7% | Q1 2026 | Apr 22, 2026 |
| Southland Equity Partners LLC | History | Reduced | 7,895 | 433 | 0.08% | 0.09% | 109 | -139 | -1.73% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 7,792 | 428 | 0.0% | 0.0% | 110 | -1,289 | -14.19% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,790 | 427 | 0.01% | 0.01% | 111 | -770 | -9.0% | Q1 2026 | Apr 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 7,628 | 419 | 0.03% | 0.03% | 112 | +7 | 0.09% | Q1 2026 | May 28, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,447 | 409 | 0.2% | 0.19% | 113 | +320 | 4.49% | Q1 2026 | May 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 6,980 | 383 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Reduced | 6,538 | 359 | 0.0% | 0.01% | 115 | -2,259 | -25.68% | Q1 2026 | May 15, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 6,446 | 354 | 0.18% | 0.19% | 116 | -267 | -3.98% | Q1 2026 | May 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 6,281 | 345 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,192 | 340 | 0.0% | 0.0% | 118 | -888 | -12.54% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,176 | 339 | 0.02% | 0.02% | 119 | +421 | 7.32% | Q1 2026 | May 01, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 5,882 | 323 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Redwood Financial Network Corp | History | Reduced | 5,866 | 322 | 0.21% | 0.26% | 121 | -1,301 | -18.15% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 5,786 | 317 | 0.0% | 0.0% | 122 | +50 | 0.87% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | No change | 5,660 | 310 | 0.02% | 0.03% | 123 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,541 | 304 | 0.01% | 0.02% | 124 | -423 | -7.09% | Q1 2026 | May 19, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 5,357 | 294 | 0.16% | 0.2% | 125 | -1,051 | -16.4% | Q1 2026 | Apr 24, 2026 |
| Advisor Resource Council | History | Reduced | 5,270 | 289 | 0.09% | 0.12% | 126 | -510 | -8.82% | Q1 2026 | May 07, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,934 | 271 | 0.07% | 0.09% | 127 | -572 | -10.39% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Added to | 4,794 | 263 | 0.02% | 0.02% | 128 | +325 | 7.27% | Q1 2026 | May 13, 2026 |
| Signature Wealth Management Group | History | New | 4,452 | 244 | 0.09% | — | 129 | +4,452 | New | Q1 2026 | Apr 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,370 | 240 | 0.0% | 0.0% | 130 | -634 | -12.67% | Q1 2026 | Apr 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 4,306 | 236 | 0.01% | — | 131 | +4,306 | New | Q1 2026 | Apr 15, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 4,165 | 228 | 0.11% | 0.14% | 133 | -305 | -6.82% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,152 | 228 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,092 | 227 | 0.02% | 0.04% | 134 | -1,861 | -31.26% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 3,779 | 207 | 0.0% | 0.0% | 135 | +3,501 | 1259.35% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,697 | 203 | 0.01% | 0.01% | 136 | -240 | -6.1% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,680 | 202 | 0.02% | 0.02% | 137 | -11 | -0.3% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,823 | 155 | 0.0% | 0.0% | 138 | +2,635 | 1401.6% | Q1 2026 | May 11, 2026 |
| Access Investment Management LLC | History | New | 2,153 | 118 | 0.03% | — | 139 | +2,153 | New | Q1 2026 | May 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,640 | 92 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 1,656 | 90 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,632 | 89 | 0.01% | 0.01% | 142 | -86 | -5.01% | Q1 2026 | May 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,489 | 81 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,106 | 60 | 0.0% | 0.01% | 144 | -2,600 | -70.16% | Q1 2026 | May 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 949 | 52 | 0.02% | — | 145 | +949 | New | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 909 | 51 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 909 | 49 | 0.0% | — | 147 | +909 | New | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | No change | 495 | 27 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 485 | 26 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,823 | 20 | 0.0% | 0.02% | 150 | -32 | -0.83% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | No change | 300 | 16 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Security National Bank | History | New | 290 | 15 | 0.0% | — | 152 | +290 | New | Q1 2026 | Apr 16, 2026 |
| VANGUARD ADVISERS INC | History | New | 265 | 14 | 0.0% | — | 154 | +265 | New | Q1 2026 | May 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 260 | 14 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 246 | 13 | 0.01% | 0.01% | 156 | -2 | -0.81% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 237 | 13 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 199 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 175 | 9 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 156 | 8 | 0.0% | 0.0% | 159 | +138 | 766.67% | Q1 2026 | May 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 145 | 7 | 0.0% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 119 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 113 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 94 | 5 | 0.0% | — | 164 | +94 | New | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 100 | 5 | 0.0% | 0.0% | 163 | -30 | -23.08% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 63 | 3 | 0.0% | 0.0% | 165 | -242 | -79.34% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 44 | 2 | 0.0% | — | 167 | +44 | New | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | New | 43 | 2 | 0.0% | — | 168 | +43 | New | Q1 2026 | May 01, 2026 |
| Trust Co | History | No change | 51 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | New | 32 | 1 | 0.0% | — | 171 | +32 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -112,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Closed out | 0 | 0 | — | 0.38% | — | -73,178 | -100.0% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -48,599 | -100.0% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,490 | -100.0% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,726 | -100.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,585 | -100.0% | Q1 2026 | Apr 29, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -11,799 | -100.0% | Q1 2026 | May 12, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -10,352 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,510 | -100.0% | Q1 2026 | May 12, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,580 | -100.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,955 | -100.0% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,114 | -100.0% | Q1 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,021 | -100.0% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,617 | -100.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -848 | -100.0% | Q1 2026 | May 05, 2026 |