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 | No change | 2,641,550 | 152,906 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,123,314 | 122,915 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,381,155 | 79,948 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,055,774 | 61,113 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,040,102 | 60,206 | 1.58% | 1.58% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Group, Inc. | History | Added to | 961,646 | 55,236 | 6.51% | 6.43% | 6 | +16,330 | 1.73% | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 770,191 | 44,582 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 669,365 | 38,746 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 624,932 | 36,174 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 588,329 | 34,055 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 473,233 | 27,182 | 10.33% | 10.43% | 11 | +1,454 | 0.31% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 428,809 | 24,821 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 377,402 | 21,677 | 2.41% | 2.44% | 13 | -1,892 | -0.5% | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 324,033 | 18,756 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 297,592 | 17,282 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 288,323 | 16,689 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Private Advisor Group, LLC | History | No change | 267,111 | 15,461 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 250,727 | 14,513 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 245,916 | 14,237 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 247,178 | 14,197 | 6.87% | 6.81% | 20 | +993 | 0.4% | Q3 2026 | Oct 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 211,505 | 12,242 | 0.44% | 0.44% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 210,977 | 12,118 | 3.2% | 3.57% | 22 | -16,001 | -7.05% | Q3 2026 | Nov 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 189,273 | 10,956 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TrustBank | History | Added to | 190,630 | 10,949 | 3.45% | 3.65% | 24 | +4,687 | 2.52% | Q3 2026 | Oct 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 172,485 | 9,984 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Piedmont Capital Management, LLC/NC | History | Reduced | 166,743 | 9,577 | 5.68% | 6.11% | 26 | -6,174 | -3.57% | Q3 2026 | Oct 21, 2026 |
| Financial Management, Inc. | History | No change | 158,281 | 9,162 | 7.51% | 7.51% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Services, LLC | History | No change | 153,341 | 8,876 | 5.33% | 5.33% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Added to | 147,317 | 8,461 | 0.08% | 0.08% | 29 | +6,869 | 4.89% | Q3 2026 | Oct 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 144,650 | 8,373 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 122,116 | 7,112 | 3.4% | 3.4% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 119,567 | 6,867 | 0.01% | 0.01% | 32 | +13,616 | 12.85% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 105,582 | 6,135 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 105,817 | 6,078 | 7.29% | 7.57% | 34 | -7,235 | -6.4% | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 104,790 | 6,019 | 0.01% | 0.02% | 35 | -31,953 | -23.37% | Q3 2026 | Nov 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 104,341 | 5,993 | 0.06% | 0.07% | 36 | -2,987 | -2.78% | Q3 2026 | Oct 30, 2026 |
| &PARTNERS | History | No change | 103,113 | 5,975 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 96,994 | 5,614 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 90,545 | 5,200 | 0.09% | 0.09% | 39 | +8,931 | 10.94% | Q3 2026 | Oct 16, 2026 |
| Advisory Services Network, LLC | History | No change | 86,788 | 5,023 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thomasville National Bank | History | No change | 85,166 | 4,929 | 0.27% | 0.27% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Family Capital Management, Inc. | History | Reduced | 81,168 | 4,662 | 1.79% | 1.84% | 42 | -1,055 | -1.28% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,555 | 4,397 | 0.01% | 0.01% | 43 | +3,985 | 5.49% | Q3 2026 | Nov 02, 2026 |
| IAG Wealth Partners, LLC | History | No change | 63,055 | 3,649 | 0.36% | 0.36% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 61,352 | 3,551 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Added to | 57,909 | 3,326 | 0.21% | 0.21% | 46 | +921 | 1.62% | Q3 2026 | Nov 05, 2026 |
| HRT FINANCIAL LP | History | No change | 56,625 | 3,277 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 55,801 | 3,205 | 0.1% | 0.1% | 48 | +2,456 | 4.6% | Q3 2026 | Oct 14, 2026 |
| Orgel Wealth Management, LLC | History | No change | 54,702 | 3,142 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 53,425 | 3,068 | 0.29% | 0.3% | 50 | -3,820 | -6.67% | Q3 2026 | Oct 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 50,887 | 2,946 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 45,405 | 2,628 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 43,014 | 2,489 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Berger Financial Group, Inc | History | No change | 41,225 | 2,386 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MBL Wealth, LLC | History | Added to | 41,285 | 2,371 | 0.14% | 0.03% | 55 | +32,850 | 389.45% | Q3 2026 | Oct 22, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 40,594 | 2,349 | 0.73% | 0.73% | 56 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 39,891 | 2,309 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 39,461 | 2,293 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 37,383 | 2,147 | 0.98% | 1.13% | 59 | -1,671 | -4.28% | Q3 2026 | Oct 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 30,772 | 1,781 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 30,826 | 1,770 | 0.01% | 0.01% | 61 | +1,117 | 3.76% | Q3 2026 | Oct 16, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 29,434 | 1,690 | 0.03% | 0.03% | 62 | -1,341 | -4.36% | Q3 2026 | Oct 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 26,149 | 1,501 | 0.15% | 0.16% | 63 | -1,891 | -6.74% | Q3 2026 | Oct 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 24,716 | 1,430 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 24,455 | 1,415 | 0.55% | 0.55% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 23,624 | 1,356 | 0.01% | 0.01% | 66 | -25,810 | -52.21% | Q3 2026 | Oct 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 22,540 | 1,304 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 21,672 | 1,254 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,603 | 1,240 | 0.01% | 0.02% | 69 | -9,734 | -31.06% | Q3 2026 | Oct 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 21,212 | 1,220 | 0.31% | 0.36% | 70 | -2,306 | -9.81% | Q3 2026 | Nov 04, 2026 |
| Merit Financial Group, LLC | History | No change | 20,310 | 1,175 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 17,155 | 985 | 0.06% | 0.07% | 72 | -860 | -4.77% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16,822 | 973 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,653 | 964 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,574 | 959 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 16,542 | 957 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | New | 15,785 | 906 | 0.01% | — | 77 | +15,785 | New | Q3 2026 | Oct 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 15,486 | 889 | 0.04% | 0.01% | 78 | +212 | 1.39% | Q3 2026 | Oct 21, 2026 |
| KPP Advisory Services LLC | History | Reduced | 15,220 | 874 | 0.15% | 1.06% | 79 | -129,721 | -89.5% | Q3 2026 | Oct 26, 2026 |
| BFC Planning, Inc. | History | No change | 14,637 | 847 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 14,468 | 837 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,892 | 797 | 0.0% | 0.0% | 82 | +25 | 0.18% | Q3 2026 | Oct 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 11,920 | 689 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 11,803 | 683 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 11,605 | 671 | 0.47% | 0.47% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 11,510 | 666 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONEYWISE, INC. | History | Reduced | 10,721 | 615 | 0.58% | 0.44% | 87 | -9,466 | -46.89% | Q3 2026 | Oct 29, 2026 |
| IFG Advisory, LLC | History | No change | 10,413 | 602 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 10,020 | 583 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 9,847 | 565 | 0.31% | 0.36% | 90 | -733 | -6.93% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,768 | 561 | 0.02% | 0.02% | 91 | +9 | 0.09% | Q3 2026 | Nov 04, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 9,633 | 553 | 0.05% | 0.05% | 92 | +25 | 0.26% | Q3 2026 | Oct 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 9,468 | 548 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,086 | 525 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | Added to | 9,012 | 517 | 0.35% | 0.46% | 95 | +10 | 0.11% | Q3 2026 | Oct 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,425 | 488 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SeaBridge Investment Advisors LLC | History | New | 8,372 | 480 | 0.06% | — | 97 | +8,372 | New | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,280 | 479 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 8,272 | 478 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Southland Equity Partners LLC | History | Reduced | 7,838 | 450 | 0.08% | 0.08% | 100 | -7 | -0.09% | Q3 2026 | Oct 14, 2026 |
| Vise Technologies, Inc. | History | New | 7,685 | 441 | 0.0% | — | 103 | +7,685 | New | Q3 2026 | Oct 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,628 | 441 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,622 | 441 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 7,640 | 438 | 0.15% | 0.15% | 104 | -75 | -0.97% | Q3 2026 | Nov 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 7,467 | 434 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 7,267 | 420 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,056 | 408 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 6,980 | 404 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VeraBank, N.A. | History | No change | 6,560 | 379 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 6,396 | 370 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 6,281 | 360 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Summit Financial, LLC | History | No change | 6,178 | 359 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 5,882 | 342 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,896 | 339 | 0.0% | 0.0% | 114 | -53 | -0.89% | Q3 2026 | Oct 26, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 5,632 | 323 | 0.19% | 0.21% | 115 | +23 | 0.41% | Q3 2026 | Oct 29, 2026 |
| Western Wealth Management, LLC | History | No change | 5,513 | 319 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,478 | 317 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | No change | 5,145 | 303 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | New | 5,076 | 291 | 0.1% | — | 119 | +5,076 | New | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,923 | 284 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Empirical Asset Management, LLC | History | No change | 4,808 | 278 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Group | History | No change | 4,494 | 260 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 4,365 | 252 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,225 | 249 | 0.02% | 0.02% | 124 | -122 | -2.81% | Q3 2026 | Oct 13, 2026 |
| XTX Topco Ltd | History | No change | 4,229 | 244 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 4,124 | 236 | 0.02% | — | 126 | +4,124 | New | Q3 2026 | Oct 28, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,003 | 229 | 0.0% | — | 127 | +4,003 | New | Q3 2026 | Oct 21, 2026 |
| M Holdings Securities, Inc. | History | New | 3,618 | 225 | 0.01% | — | 128 | +3,618 | New | Q3 2026 | Nov 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,697 | 219 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| First Heartland Consultants, Inc. | History | No change | 3,823 | 219 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,752 | 217 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,680 | 211 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Axis Wealth Partners, LLC | History | No change | 3,616 | 209 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | Reduced | 3,591 | 206 | 0.01% | 0.01% | 134 | -268 | -6.94% | Q3 2026 | Oct 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,579 | 205 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,444 | 197 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,812 | 162 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,663 | 95 | 0.03% | 0.01% | 139 | +1,434 | 626.2% | Q3 2026 | Oct 29, 2026 |
| Ancora Advisors LLC | History | No change | 1,656 | 95 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 1,623 | 93 | 0.0% | 0.0% | 140 | -2,401 | -59.67% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,587 | 91 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,536 | 88 | 0.14% | 0.37% | 142 | -16,125 | -91.3% | Q3 2026 | Oct 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,489 | 86 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,406 | 81 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 1,122 | 64 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 949 | 54 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Capital Analysts, LLC | History | No change | 915 | 53 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 909 | 52 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Register Financial Advisors LLC | History | No change | 915 | 52 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | Reduced | 628 | 36 | 0.0% | 0.0% | 150 | -28 | -4.27% | Q3 2026 | Oct 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 560 | 32 | 0.01% | 0.01% | 151 | +5 | 0.9% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 485 | 28 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 403 | 23 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 389 | 22 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 300 | 17 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 260 | 15 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 237 | 13 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Regatta Research & Money Management | History | No change | 221 | 12 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 184 | 10 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 141 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 119 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 113 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 94 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 71 | 4 | 0.0% | 0.0% | 165 | +8 | 12.7% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | No change | 67 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 61 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AE Wealth Management LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.09% | — | -16,098 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,461 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Strategic Equity Management | History | Closed out | 0 | 0 | — | 0.16% | — | -8,201 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Trademark Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,676 | -100.0% | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -18 | -94.74% | Q3 2026 | Nov 03, 2026 |
| VANGUARD ADVISERS INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |