FIRST TRUST EXCHANGE-TRADED FUND IV - FSIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 12,394,310 | 233,694 | 0.01% | 0.01% | 1 | +37,846 | 0.31% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 8,421,429 | 158,786 | 0.04% | 0.04% | 2 | -205,110 | -2.38% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,827,738 | 72,171 | 0.01% | 0.01% | 3 | +177,382 | 4.86% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,890,767 | 54,505 | 0.03% | 0.04% | 4 | -382,078 | -11.67% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | Added to | 2,132,892 | 40,215 | 1.63% | 1.82% | 5 | +29,332 | 1.39% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,110,286 | 39,789 | 0.01% | 0.01% | 6 | +66,987 | 3.28% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,972,353 | 37,188 | 0.01% | 0.01% | 7 | +7,017 | 0.36% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,668,435 | 31,460 | 0.01% | 0.01% | 8 | -59,371 | -3.44% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,018,327 | 19,200 | 0.02% | 0.02% | 9 | -254,103 | -19.97% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,009,886 | 19,041 | 0.02% | 0.03% | 10 | -19,046 | -1.85% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,001,684 | 18,890 | 0.02% | 0.03% | 11 | +65,467 | 6.99% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 942,594 | 17,772 | 0.0% | 0.0% | 12 | +918,669 | 3839.79% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 894,818 | 16,871 | 0.02% | 0.02% | 13 | +25,151 | 2.89% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 790,413 | 14,903 | 0.0% | 0.0% | 14 | +12,860 | 1.65% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 562,561 | 10,607 | 0.0% | — | 15 | +562,561 | New | Q2 2026 | Sep 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 554,003 | 10,445 | 0.1% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 536,341 | 10,112 | 0.0% | — | 17 | +536,341 | New | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 534,714 | 10,082 | 0.02% | 0.02% | 18 | -69,929 | -11.57% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 491,286 | 9,290 | 0.0% | 0.0% | 19 | +51,163 | 11.62% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 478,165 | 9,016 | 0.02% | 0.02% | 20 | -9,776 | -2.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 454,135 | 8,562 | 0.14% | — | 21 | +454,135 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 375,737 | 7,084 | 0.02% | 0.03% | 22 | -18,475 | -4.69% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 356,844 | 6,728 | 0.08% | 0.08% | 23 | +1,921 | 0.54% | Q2 2026 | Jul 29, 2026 |
| KINTRA WEALTH, LLC | History | New | 344,453 | 6,492 | 0.34% | — | 24 | +344,453 | New | Q2 2026 | Aug 14, 2026 |
| TCP Asset Management, LLC | History | Added to | 317,321 | 5,983 | 0.68% | 0.7% | 25 | +29,047 | 10.08% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 301,187 | 5,678 | 0.09% | 0.11% | 26 | +4,749 | 1.6% | Q2 2026 | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 300,136 | 5,659 | 0.03% | 0.03% | 27 | -19,098 | -5.98% | Q2 2026 | Jul 20, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 289,470 | 5,457 | 1.12% | — | 28 | +289,470 | New | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | New | 278,822 | 5,257 | 0.18% | — | 29 | +278,822 | New | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 275,648 | 5,197 | 0.05% | 0.05% | 30 | +16,503 | 6.37% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | Added to | 260,285 | 4,907 | 0.02% | 0.02% | 31 | +18,637 | 7.71% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 232,464 | 4,383 | 0.01% | 0.01% | 32 | +24,294 | 11.67% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | Added to | 230,021 | 4,337 | 0.03% | 0.01% | 33 | +215,859 | 1524.21% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 209,657 | 3,953 | 0.03% | 0.03% | 34 | +14,523 | 7.44% | Q2 2026 | Sep 08, 2026 |
| Platform Technology Partners | History | Added to | 203,116 | 3,829 | 0.63% | 0.36% | 35 | +103,518 | 103.94% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 177,723 | 3,351 | 0.01% | 0.01% | 36 | -2,037 | -1.13% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Added to | 176,300 | 3,324 | 0.05% | 0.05% | 37 | +39,739 | 29.1% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 145,831 | 2,762 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 140,244 | 2,644 | 0.01% | 0.02% | 39 | -6,816 | -4.63% | Q2 2026 | Jul 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 138,173 | 2,605 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | Added to | 131,826 | 2,485 | 0.49% | 0.51% | 41 | +4,856 | 3.82% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 127,687 | 2,407 | 0.01% | 0.01% | 42 | +2,928 | 2.35% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 124,884 | 2,355 | 0.01% | 0.02% | 43 | +19,944 | 19.01% | Q2 2026 | Jul 20, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 124,915 | 2,355 | 0.22% | 0.26% | 44 | -6,855 | -5.2% | Q2 2026 | Jul 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 116,662 | 2,209 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 112,995 | 2,130 | 0.0% | 0.01% | 46 | +12,471 | 12.41% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 112,598 | 2,123 | 0.02% | 0.02% | 47 | +6,623 | 6.25% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 110,548 | 2,084 | 0.05% | 0.08% | 48 | -42,386 | -27.72% | Q2 2026 | Jul 07, 2026 |
| Stenger Family Office, LLC | History | Reduced | 107,758 | 2,031 | 0.32% | 0.38% | 49 | -4,570 | -4.07% | Q2 2026 | Jul 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 98,269 | 1,852 | 0.03% | — | 50 | +98,269 | New | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 97,503 | 1,838 | 0.01% | 0.01% | 51 | -3,763 | -3.72% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 97,109 | 1,830 | 0.03% | 0.02% | 52 | +19,956 | 25.87% | Q2 2026 | Jul 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 96,278 | 1,815 | 0.36% | 0.39% | 53 | +7,654 | 8.64% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 92,380 | 1,741 | 0.01% | 0.02% | 54 | -1,460 | -1.56% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 89,606 | 1,689 | 0.01% | 0.0% | 55 | +41,361 | 85.73% | Q2 2026 | Jul 27, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 88,136 | 1,660 | 0.16% | 0.14% | 56 | +26,260 | 42.44% | Q2 2026 | Jul 14, 2026 |
| Altium Investment Strategies LLC | History | Added to | 87,600 | 1,650 | 2.38% | 3.43% | 57 | +26,260 | 42.81% | Q2 2026 | Jul 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 83,722 | 1,578 | 0.28% | 0.31% | 58 | -1,279 | -1.5% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 81,579 | 1,538 | 0.0% | 0.0% | 59 | -1,553 | -1.87% | Q2 2026 | Aug 05, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 77,240 | 1,456 | 0.07% | 0.08% | 60 | -8,072 | -9.46% | Q2 2026 | Aug 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 71,566 | 1,349 | 0.01% | 0.02% | 61 | -70 | -0.1% | Q2 2026 | Jul 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 71,538 | 1,348 | 0.38% | 0.79% | 62 | -61,764 | -46.33% | Q2 2026 | Aug 12, 2026 |
| Balefire, LLC | History | Reduced | 68,302 | 1,287 | 0.21% | 0.3% | 63 | -14,999 | -18.01% | Q2 2026 | Jul 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 67,206 | 1,267 | 0.02% | 0.02% | 64 | +6,321 | 10.38% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 66,609 | 1,255 | 0.01% | 0.0% | 65 | +24,173 | 56.96% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 66,438 | 1,252 | 0.0% | 0.0% | 66 | +2,026 | 3.15% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 64,895 | 1,223 | 0.01% | 0.02% | 67 | -707 | -1.08% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 63,375 | 1,194 | 0.0% | 0.0% | 68 | +3,926 | 6.6% | Q2 2026 | Aug 06, 2026 |
| Harvest Investment Services, LLC | History | Added to | 63,190 | 1,191 | 0.18% | 0.2% | 69 | +4,275 | 7.26% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 61,891 | 1,166 | 0.01% | 0.01% | 70 | +1,534 | 2.54% | Q2 2026 | Jul 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 60,652 | 1,143 | 0.26% | 0.25% | 71 | +8,745 | 16.85% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 59,516 | 1,122 | 0.03% | 0.03% | 72 | +121 | 0.2% | Q2 2026 | Aug 07, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 57,722 | 1,088 | 0.18% | 0.22% | 73 | +2,013 | 3.61% | Q2 2026 | Jul 30, 2026 |
| Continuum Advisory, LLC | History | Added to | 56,950 | 1,073 | 0.09% | 0.1% | 74 | +159 | 0.28% | Q2 2026 | Aug 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 55,930 | 1,054 | 0.03% | 0.05% | 75 | -23,940 | -29.97% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 54,652 | 1,030 | 0.01% | 0.01% | 76 | -10,345 | -15.92% | Q2 2026 | Aug 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 52,412 | 988 | 0.3% | 0.33% | 77 | +1,846 | 3.65% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 47,935 | 903 | 0.0% | 0.0% | 78 | +34,441 | 255.23% | Q2 2026 | Aug 14, 2026 |
| Everest Financial Group LLC | History | Reduced | 45,800 | 863 | 0.12% | 0.15% | 79 | -2,700 | -5.57% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 44,068 | 830 | 0.05% | 0.04% | 80 | -12,779 | -22.48% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 40,830 | 769 | 0.01% | 0.02% | 81 | -5,252 | -11.4% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 40,511 | 764 | 0.02% | 0.02% | 82 | -2,083 | -4.89% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 40,060 | 755 | 0.01% | 0.0% | 83 | +23,310 | 139.16% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 40,060 | 755 | 0.04% | 0.02% | 84 | +23,310 | 139.16% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 39,823 | 750 | 0.02% | 0.02% | 85 | -2,314 | -5.49% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 38,682 | 729 | 0.0% | 0.0% | 86 | +8,850 | 29.67% | Q2 2026 | Aug 03, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 35,213 | 663 | 0.06% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 33,623 | 633 | 0.39% | 0.46% | 88 | -3,870 | -10.32% | Q2 2026 | Jul 15, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 30,839 | 581 | 5.25% | 5.25% | 89 | -5,734 | -15.68% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,205 | 569 | 0.01% | 0.01% | 90 | +10,708 | 54.92% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 29,913 | 564 | 0.07% | 0.09% | 91 | +995 | 3.44% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 28,488 | 537 | 0.01% | 0.01% | 92 | +4,842 | 20.48% | Q2 2026 | Aug 11, 2026 |
| Maia Wealth LLC | History | Reduced | 27,815 | 524 | 0.08% | 0.1% | 93 | -3,244 | -10.44% | Q2 2026 | Jul 28, 2026 |
| Ascent Group, LLC | History | Added to | 26,671 | 502 | 0.02% | 0.02% | 94 | +638 | 2.45% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 26,486 | 499 | 0.0% | 0.0% | 95 | +525 | 2.02% | Q2 2026 | Aug 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 26,134 | 492 | 0.06% | 0.07% | 96 | -4 | -0.02% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Added to | 25,416 | 479 | 0.01% | 0.02% | 97 | +212 | 0.84% | Q2 2026 | Jul 15, 2026 |
| BAM Wealth Management, LLC | History | Added to | 24,159 | 455 | 0.28% | 0.24% | 98 | +7,497 | 44.99% | Q2 2026 | Jul 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 23,801 | 448 | 0.02% | 0.02% | 99 | +111 | 0.47% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 23,010 | 433 | 0.03% | 0.03% | 100 | -144 | -0.62% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | Added to | 22,361 | 421 | 0.08% | 0.04% | 101 | +11,656 | 108.88% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 21,907 | 413 | 0.0% | 0.0% | 102 | -1,831 | -7.71% | Q2 2026 | Aug 05, 2026 |
| TSFG, LLC | History | Reduced | 20,960 | 395 | 0.05% | 0.07% | 103 | -4,761 | -18.51% | Q2 2026 | Jul 23, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 20,044 | 377 | 0.11% | 0.13% | 104 | +650 | 3.35% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 19,949 | 376 | 0.01% | 0.01% | 105 | +980 | 5.17% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Reduced | 19,184 | 361 | 0.0% | 0.01% | 106 | -2,394 | -11.09% | Q2 2026 | Aug 12, 2026 |
| Providence First Trust Co | History | New | 19,116 | 360 | 0.1% | — | 107 | +19,116 | New | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | Added to | 18,489 | 349 | 0.01% | 0.01% | 108 | +400 | 2.21% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 17,766 | 334 | 0.02% | 0.02% | 109 | -127 | -0.71% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 17,456 | 329 | 0.0% | 0.0% | 111 | +55 | 0.32% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 17,469 | 329 | 0.01% | 0.01% | 110 | +7 | 0.04% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 17,238 | 325 | 0.0% | 0.01% | 112 | -348 | -1.98% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 17,006 | 320 | 0.03% | — | 113 | +17,006 | New | Q2 2026 | Aug 14, 2026 |
| Essex Bank | History | No change | 15,015 | 283 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 14,469 | 272 | 0.02% | 0.03% | 115 | -4,405 | -23.34% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,450 | 272 | 0.01% | 0.01% | 116 | +135 | 0.94% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 14,341 | 270 | 0.01% | — | 117 | +14,341 | New | Q2 2026 | Jul 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,150 | 266 | 0.01% | 0.01% | 118 | +548 | 4.03% | Q2 2026 | Aug 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 13,106 | 247 | 0.13% | 0.16% | 119 | -262 | -1.96% | Q2 2026 | Aug 13, 2026 |
| Sequent Planning LLC | History | Reduced | 13,049 | 246 | 0.05% | 0.23% | 120 | -38,236 | -74.56% | Q2 2026 | Aug 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 12,999 | 245 | 0.2% | 0.21% | 121 | +460 | 3.67% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,313 | 232 | 0.01% | 0.01% | 122 | +10 | 0.08% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,136 | 228 | 0.01% | 0.01% | 123 | +151 | 1.26% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 12,111 | 228 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 11,104 | 209 | 0.05% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,011 | 207 | 0.0% | 0.0% | 126 | +9,989 | 977.4% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Added to | 10,907 | 205 | 0.04% | 0.04% | 127 | +277 | 2.61% | Q2 2026 | Aug 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,887 | 168 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | New | 8,744 | 164 | 0.0% | — | 129 | +8,744 | New | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,783 | 146 | 0.0% | 0.0% | 130 | -1,337 | -14.66% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,734 | 145 | 0.0% | 0.0% | 131 | -47,177 | -85.92% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,541 | 123 | 0.0% | 0.0% | 132 | +1,332 | 25.57% | Q2 2026 | Aug 13, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 6,025 | 113 | 0.05% | — | 133 | +6,025 | New | Q2 2026 | Aug 05, 2026 |
| Synergy Investment Management, LLC | History | No change | 5,782 | 109 | 0.03% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 5,410 | 102 | 0.03% | 0.03% | 135 | -389 | -6.71% | Q2 2026 | Aug 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,305 | 100 | 0.01% | 0.02% | 136 | -3,340 | -38.64% | Q2 2026 | Jul 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 3,301 | 62 | 0.01% | — | 137 | +3,301 | New | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,206 | 60 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,871 | 54 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,851 | 53 | 0.0% | 0.0% | 140 | +21 | 0.74% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,162 | 40 | 0.0% | 0.0% | 141 | -525 | -19.54% | Q2 2026 | Jul 21, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,884 | 35 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,581 | 29 | 0.01% | 0.01% | 143 | +18 | 1.15% | Q2 2026 | Jul 21, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 1,248 | 23 | 0.01% | — | 146 | +1,248 | New | Q2 2026 | Aug 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,221 | 23 | 0.02% | 0.02% | 144 | +163 | 15.41% | Q2 2026 | Jul 24, 2026 |
| My Portfolio Guide, LLC | History | No change | 1,260 | 23 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,058 | 19 | 0.0% | — | 147 | +1,058 | New | Q2 2026 | Jul 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 899 | 16 | 0.01% | — | 148 | +899 | New | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 800 | 15 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | New | 772 | 14 | 0.0% | — | 151 | +772 | New | Q2 2026 | Jul 24, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 744 | 14 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 657 | 12 | 0.0% | 0.0% | 152 | +5 | 0.77% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 429 | 8 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 419 | 7 | 0.0% | 0.0% | 155 | -400 | -48.84% | Q2 2026 | Jul 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 394 | 7 | 0.0% | 0.0% | 154 | +205 | 108.47% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 334 | 6 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 271 | 5 | 0.0% | 0.0% | 157 | -8,954 | -97.06% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 246 | 4 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | No change | 259 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 193 | 3 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Coppell Advisory Solutions LLC | History | New | 19,839 | 2 | 0.0% | — | 163 | +19,839 | New | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | Added to | 148 | 2 | 0.0% | 0.0% | 161 | +47 | 46.53% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 152 | 2 | 0.0% | 0.0% | 162 | +45 | 42.06% | Q2 2026 | Jul 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -340,507 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.06% | — | -277,945 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.61% | — | -80,875 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,417 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -45,733 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,453 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,950 | -100.0% | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,849 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,392 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,339 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,095 | -100.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -783 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q2 2026 | Jul 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 39 | 0 | — | — | — | +39 | New | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |