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 | Reduced | 2,641,550 | 152,906 | 0.03% | 0.05% | 1 | -461,776 | -14.88% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,123,314 | 122,915 | 0.02% | 0.03% | 2 | +83,173 | 4.08% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,381,155 | 79,948 | 0.07% | 0.08% | 3 | -73,458 | -5.05% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,055,774 | 61,113 | 0.02% | 0.03% | 4 | -465,986 | -30.62% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,040,102 | 60,206 | 1.58% | 1.58% | 5 | +141,101 | 15.7% | Q2 2026 | Aug 14, 2026 |
| Harbor Group, Inc. | History | Added to | 945,316 | 54,719 | 6.43% | 7.15% | 6 | +43,908 | 4.87% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 770,191 | 44,582 | 0.02% | 0.03% | 7 | -142,339 | -15.6% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 669,365 | 38,746 | 0.0% | 0.0% | 8 | +27,181 | 4.23% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 667,636 | 36,673 | 0.1% | 0.1% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 624,932 | 36,174 | 0.04% | 0.03% | 10 | +35,977 | 6.11% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 588,329 | 34,055 | 0.0% | 0.0% | 11 | -86,809 | -12.86% | Q2 2026 | Aug 14, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 471,779 | 27,308 | 10.43% | 10.56% | 12 | +33,154 | 7.56% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 428,809 | 24,821 | 0.02% | 0.02% | 13 | +16,494 | 4.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 379,294 | 21,957 | 2.44% | 2.57% | 14 | +3,278 | 0.87% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 324,033 | 18,756 | 0.06% | 0.09% | 15 | -106,217 | -24.69% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 297,592 | 17,282 | 0.01% | 0.01% | 16 | -21,396 | -6.71% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 288,323 | 16,689 | 0.0% | 0.0% | 17 | +16,368 | 6.02% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 267,111 | 15,461 | 0.07% | 0.13% | 18 | -218,263 | -44.97% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 250,727 | 14,513 | 0.0% | 0.0% | 19 | -72,037 | -22.32% | Q2 2026 | Aug 14, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 246,185 | 14,254 | 6.81% | 7.82% | 20 | +5,087 | 2.11% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 245,916 | 14,237 | 0.02% | 0.02% | 21 | +3,440 | 1.42% | Q2 2026 | Aug 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 226,978 | 13,138 | 3.57% | 4.66% | 22 | -38,812 | -14.6% | Q2 2026 | Jul 24, 2026 |
| Stratos Investment Management, LLC | History | Added to | 211,505 | 12,242 | 0.44% | 0.44% | 23 | +10,886 | 5.43% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 189,273 | 10,956 | 0.09% | 0.08% | 24 | +34,815 | 22.54% | Q2 2026 | Aug 06, 2026 |
| TrustBank | History | Added to | 185,943 | 10,763 | 3.65% | 3.92% | 25 | +2,043 | 1.11% | Q2 2026 | Jul 20, 2026 |
| Piedmont Capital Management, LLC/NC | History | Reduced | 172,917 | 10,009 | 6.11% | 6.51% | 26 | -4,798 | -2.7% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 172,485 | 9,984 | 0.02% | 0.03% | 27 | -31,852 | -15.59% | Q2 2026 | Aug 05, 2026 |
| Financial Management, Inc. | History | Added to | 158,281 | 9,162 | 7.51% | 7.98% | 28 | +3,665 | 2.37% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Services, LLC | History | Added to | 153,341 | 8,876 | 5.33% | 5.55% | 29 | +3,028 | 2.01% | Q2 2026 | Jul 24, 2026 |
| KPP Advisory Services LLC | History | Added to | 144,941 | 8,389 | 1.06% | 0.71% | 30 | +56,448 | 63.79% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 144,650 | 8,373 | 0.02% | 0.03% | 31 | +18,386 | 14.56% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 140,448 | 8,129 | 0.08% | 0.01% | 32 | +116,954 | 497.8% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 136,743 | 7,915 | 0.02% | 0.03% | 33 | -103,762 | -43.14% | Q2 2026 | Jul 27, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 122,116 | 7,112 | 3.4% | 4.35% | 34 | -37,156 | -23.33% | Q2 2026 | Jul 31, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 113,052 | 6,543 | 7.57% | 7.39% | 35 | +3,982 | 3.65% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 107,328 | 6,212 | 0.07% | 0.08% | 36 | -12,557 | -10.47% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 105,582 | 6,135 | 0.0% | 0.0% | 37 | -7,853 | -6.92% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 105,951 | 6,132 | 0.01% | 0.01% | 38 | -2,352 | -2.17% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | Added to | 103,113 | 5,975 | 0.02% | 0.03% | 39 | +8,823 | 9.36% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 96,994 | 5,614 | 0.01% | 0.01% | 40 | +2,544 | 2.69% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 86,788 | 5,023 | 0.06% | 0.06% | 41 | +5,545 | 6.83% | Q2 2026 | Aug 12, 2026 |
| Thomasville National Bank | History | New | 85,166 | 4,929 | 0.27% | — | 42 | +85,166 | New | Q2 2026 | Jul 20, 2026 |
| Family Capital Management, Inc. | History | Added to | 82,223 | 4,759 | 1.84% | 1.98% | 43 | +1,054 | 1.3% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Added to | 81,614 | 4,724 | 0.09% | 0.09% | 44 | +2,526 | 3.19% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 72,570 | 4,200 | 0.01% | 0.01% | 45 | +7,618 | 11.73% | Q2 2026 | Jul 28, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 63,055 | 3,649 | 0.36% | 0.4% | 46 | -1,475 | -2.29% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 61,352 | 3,551 | 0.0% | 0.0% | 47 | +39,100 | 175.71% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | Added to | 57,245 | 3,313 | 0.3% | 0.28% | 48 | +7,950 | 16.13% | Q2 2026 | Jul 24, 2026 |
| VICUS CAPITAL | History | Reduced | 56,988 | 3,298 | 0.21% | 0.24% | 49 | -1,926 | -3.27% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | New | 56,625 | 3,277 | 0.01% | — | 50 | +56,625 | New | Q2 2026 | Aug 14, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 54,702 | 3,166 | 0.06% | 2.13% | 51 | -1,741,937 | -96.96% | Q2 2026 | Jul 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 53,345 | 3,087 | 0.1% | 0.1% | 52 | +1,117 | 2.14% | Q2 2026 | Jul 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 50,887 | 2,946 | 0.0% | — | 53 | +50,887 | New | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 49,434 | 2,861 | 0.01% | 0.02% | 54 | -7,535 | -13.23% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 45,405 | 2,628 | 0.01% | 0.01% | 55 | -7,533 | -14.23% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,014 | 2,489 | 0.0% | 0.0% | 56 | +20,069 | 87.47% | Q2 2026 | Sep 02, 2026 |
| Berger Financial Group, Inc | History | Reduced | 41,225 | 2,386 | 0.12% | 0.14% | 57 | -2,714 | -6.18% | Q2 2026 | Aug 04, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 40,594 | 2,349 | 0.73% | 0.46% | 58 | +20,486 | 101.88% | Q2 2026 | Aug 20, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 39,891 | 2,309 | 0.01% | 0.02% | 59 | -5,645 | -12.4% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 39,461 | 2,293 | 0.07% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 39,054 | 2,260 | 1.13% | 1.13% | 61 | +3,017 | 8.37% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 31,337 | 1,813 | 0.02% | 0.02% | 62 | -1,631 | -4.95% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 30,775 | 1,781 | 0.03% | 0.05% | 64 | -19,627 | -38.94% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,772 | 1,781 | 0.0% | 0.0% | 63 | +533 | 1.76% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,709 | 1,719 | 0.01% | 0.02% | 65 | +3,546 | 13.55% | Q2 2026 | Jul 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 28,040 | 1,623 | 0.16% | 1.21% | 66 | -170,883 | -85.9% | Q2 2026 | Jul 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 24,716 | 1,430 | 0.0% | 0.0% | 67 | -707 | -2.78% | Q2 2026 | Aug 13, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 24,455 | 1,415 | 0.55% | 0.99% | 68 | -13,032 | -34.76% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 23,518 | 1,367 | 0.36% | 0.46% | 69 | -3,209 | -12.01% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 22,540 | 1,304 | 0.01% | 0.01% | 70 | -894 | -3.81% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,672 | 1,254 | 0.02% | 0.03% | 71 | -3,639 | -14.38% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 20,310 | 1,175 | 0.01% | 0.02% | 72 | -27,398 | -57.43% | Q2 2026 | Jul 20, 2026 |
| MONEYWISE, INC. | History | Reduced | 20,187 | 1,168 | 0.44% | 0.49% | 73 | -195 | -0.96% | Q2 2026 | Jul 21, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 18,015 | 1,042 | 0.07% | 0.07% | 74 | +267 | 1.5% | Q2 2026 | Aug 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 17,661 | 1,022 | 0.37% | 0.4% | 75 | +95 | 0.54% | Q2 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,822 | 973 | 0.01% | 0.01% | 76 | +153 | 0.92% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 16,653 | 964 | 0.0% | 0.0% | 77 | -1,143 | -6.42% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,574 | 959 | 0.0% | 0.0% | 78 | +3,694 | 28.68% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 16,542 | 957 | 0.05% | 0.05% | 79 | -240 | -1.43% | Q2 2026 | Aug 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 16,098 | 931 | 0.09% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 15,274 | 884 | 0.01% | — | 81 | +15,274 | New | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 14,468 | 837 | 0.02% | 0.08% | 82 | -45,035 | -75.69% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 13,867 | 802 | 0.0% | 0.0% | 83 | -113 | -0.81% | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,920 | 689 | 0.0% | 0.0% | 84 | +768 | 6.89% | Q2 2026 | Jul 20, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,803 | 683 | 0.0% | — | 85 | +11,803 | New | Q2 2026 | Aug 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 11,605 | 671 | 0.47% | 0.48% | 86 | -96 | -0.82% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 11,510 | 666 | 0.02% | 0.03% | 87 | -132 | -1.13% | Q2 2026 | Aug 05, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 10,580 | 612 | 0.36% | 0.39% | 88 | +462 | 4.57% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 10,413 | 602 | 0.02% | — | 89 | +10,413 | New | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,020 | 583 | 0.02% | 0.04% | 90 | -6,483 | -39.28% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 9,759 | 564 | 0.02% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 9,608 | 556 | 0.05% | 0.05% | 92 | +917 | 10.55% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,468 | 548 | 0.01% | 0.01% | 93 | +536 | 6.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,461 | 547 | 0.02% | 0.02% | 94 | -4,233 | -30.91% | Q2 2026 | Jul 07, 2026 |
| Leo Wealth, LLC | History | No change | 9,747 | 535 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | New | 9,086 | 525 | 0.01% | — | 96 | +9,086 | New | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | New | 9,002 | 521 | 0.46% | — | 97 | +9,002 | New | Q2 2026 | Jul 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,425 | 488 | 0.01% | 0.19% | 99 | -123,801 | -93.63% | Q2 2026 | Aug 13, 2026 |
| MBL Wealth, LLC | History | Added to | 8,435 | 488 | 0.03% | 0.02% | 98 | +2,775 | 49.03% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,280 | 479 | 0.0% | 0.0% | 100 | +488 | 6.26% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 8,272 | 478 | 0.03% | 0.03% | 101 | -46 | -0.55% | Q2 2026 | Aug 03, 2026 |
| Strategic Equity Management | History | Reduced | 8,201 | 474 | 0.16% | 0.17% | 102 | -195 | -2.32% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | Reduced | 7,845 | 454 | 0.08% | 0.08% | 103 | -50 | -0.63% | Q2 2026 | Jul 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 7,715 | 446 | 0.15% | 0.17% | 104 | -563 | -6.8% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,622 | 441 | 0.0% | 0.0% | 106 | -7,906 | -50.91% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,628 | 441 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,467 | 434 | 0.18% | 0.2% | 107 | +20 | 0.27% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 7,267 | 420 | 0.0% | 0.0% | 108 | +1,481 | 25.6% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,056 | 408 | 0.01% | 0.01% | 109 | -734 | -9.42% | Q2 2026 | Jul 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 6,980 | 404 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VeraBank, N.A. | History | Reduced | 6,560 | 379 | 0.06% | 0.09% | 111 | -2,626 | -28.59% | Q2 2026 | Aug 05, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 6,396 | 370 | 0.17% | 0.18% | 112 | -50 | -0.78% | Q2 2026 | Jul 29, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 6,281 | 363 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | Reduced | 6,178 | 359 | 0.0% | 0.0% | 114 | -360 | -5.51% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,949 | 344 | 0.0% | 0.0% | 115 | -243 | -3.92% | Q2 2026 | Jul 20, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 5,882 | 342 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 5,609 | 324 | 0.21% | 1.46% | 117 | -30,726 | -84.56% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,513 | 319 | 0.01% | 0.01% | 118 | -28 | -0.51% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,478 | 317 | 0.0% | 0.0% | 119 | -34,557 | -86.32% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | Reduced | 5,145 | 303 | 0.09% | 0.09% | 120 | -125 | -2.37% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,923 | 286 | 0.02% | 0.02% | 121 | -1,253 | -20.29% | Q2 2026 | Jul 22, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,808 | 278 | 0.06% | 0.07% | 122 | -126 | -2.55% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Group | History | Reduced | 4,494 | 260 | 0.02% | 0.02% | 123 | -300 | -6.26% | Q2 2026 | Jul 29, 2026 |
| Bison Wealth, LLC | History | Added to | 4,347 | 256 | 0.02% | 0.02% | 124 | +255 | 6.23% | Q2 2026 | Jul 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,365 | 252 | 0.01% | 0.01% | 125 | +59 | 1.37% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | New | 4,229 | 244 | 0.0% | — | 127 | +4,229 | New | Q2 2026 | Aug 14, 2026 |
| Signature Wealth Management Group | History | No change | 4,452 | 244 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CITIGROUP INC | History | Added to | 4,024 | 232 | 0.0% | 0.0% | 128 | +245 | 6.48% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | Reduced | 3,859 | 223 | 0.01% | 0.01% | 129 | -5,944 | -60.63% | Q2 2026 | Aug 07, 2026 |
| First Heartland Consultants, Inc. | History | No change | 3,823 | 221 | 0.01% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,752 | 217 | 0.0% | 0.0% | 131 | -400 | -9.63% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,697 | 214 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,680 | 213 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 3,676 | 212 | 0.09% | 0.11% | 134 | -489 | -11.74% | Q2 2026 | Jul 27, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 3,616 | 209 | 0.1% | 0.16% | 135 | -1,741 | -32.5% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,579 | 207 | 0.01% | — | 136 | +3,579 | New | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,444 | 199 | 0.0% | 0.0% | 137 | -926 | -21.19% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,812 | 162 | 0.0% | 0.0% | 138 | -11 | -0.39% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 1,656 | 95 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,587 | 91 | 0.01% | 0.01% | 140 | -45 | -2.76% | Q2 2026 | Jul 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,489 | 86 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | Added to | 1,122 | 64 | 0.0% | 0.0% | 142 | +947 | 541.14% | Q2 2026 | Aug 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 949 | 54 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Analysts, LLC | History | Reduced | 915 | 53 | 0.0% | 0.0% | 144 | -191 | -17.27% | Q2 2026 | Aug 05, 2026 |
| Register Financial Advisors LLC | History | New | 915 | 52 | 0.02% | — | 146 | +915 | New | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 909 | 52 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 656 | 37 | 0.0% | 0.0% | 147 | +500 | 320.51% | Q2 2026 | Jul 30, 2026 |
| Financial Perspectives, Inc | History | New | 555 | 32 | 0.01% | — | 148 | +555 | New | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 485 | 28 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 403 | 23 | 0.0% | 0.0% | 150 | +204 | 102.51% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 389 | 22 | 0.0% | — | 151 | +389 | New | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 300 | 17 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 260 | 15 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 229 | 13 | 0.01% | 0.01% | 155 | -17 | -6.91% | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 237 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regatta Research & Money Management | History | New | 221 | 12 | 0.01% | — | 156 | +221 | New | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 184 | 10 | 0.0% | 0.0% | 157 | -311 | -62.83% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 141 | 8 | 0.0% | — | 158 | +141 | New | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 119 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 113 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 94 | 5 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | New | 67 | 3 | 0.0% | — | 165 | +67 | New | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 63 | 3 | 0.0% | — | 166 | +63 | New | Q2 2026 | Jul 06, 2026 |
| Trust Co | History | Added to | 61 | 3 | 0.0% | 0.0% | 163 | +10 | 19.61% | Q2 2026 | Jul 10, 2026 |
| AE Wealth Management LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 22 | 1 | 0.0% | — | 168 | +22 | New | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 19 | 1 | 0.0% | — | 167 | +19 | New | Q2 2026 | Jul 10, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.06% | — | -104,772 | -100.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -95,984 | -100.0% | Q2 2026 | Aug 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -84,997 | -100.0% | Q2 2026 | Jul 09, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,913 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.36% | — | -25,028 | -100.0% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,548 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,626 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,152 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Redwood Financial Network Corp | History | Closed out | 0 | 0 | — | 0.21% | — | -5,866 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Access Investment Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,153 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 8 | 0 | — | 0.0% | — | -257 | -96.98% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q2 2026 | Jul 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q2 2026 | Aug 10, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Aug 11, 2026 |