FIRST TRUST EXCHANGE-TRADED FUND IV - FSIG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 11,476,255 | 220,229 | 0.01% | 0.01% | 1 | +463,049 | 4.2% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 7,681,212 | 147,402 | 0.04% | 0.04% | 2 | +618,781 | 8.76% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,426,972 | 65,763 | 0.01% | 0.01% | 3 | +70,888 | 2.11% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,871,862 | 55,111 | 0.04% | 0.04% | 4 | +273,032 | 10.51% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,354,045 | 45,165 | 0.01% | 0.01% | 5 | -41,745 | -1.74% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 2,078,177 | 39,880 | 1.8% | 1.83% | 6 | +80,478 | 4.03% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,988,948 | 38,168 | 0.01% | — | 7 | +1,988,948 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,840,718 | 35,323 | 0.01% | 0.01% | 8 | +77,246 | 4.38% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 975,904 | 18,727 | 0.02% | 0.02% | 9 | +56,654 | 6.16% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 928,113 | 17,810 | 0.03% | 0.03% | 10 | -348,281 | -27.29% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 845,272 | 16,220 | 0.02% | 0.02% | 11 | +25,484 | 3.11% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 843,748 | 16,191 | 0.01% | 0.01% | 12 | +76,500 | 9.97% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 831,736 | 15,961 | 0.0% | 0.01% | 13 | -130,258 | -13.54% | Q4 2025 | Feb 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 767,295 | 14,724 | 0.18% | 0.18% | 14 | +19,311 | 2.58% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 552,196 | 10,596 | 0.02% | 0.02% | 15 | +13,580 | 2.52% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 533,519 | 10,238 | 0.14% | 0.18% | 16 | +34,258 | 6.86% | Q4 2025 | Feb 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 437,138 | 8,388 | 0.6% | 0.55% | 17 | +12,691 | 2.99% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 428,141 | 8,216 | 0.02% | 0.02% | 18 | +14,412 | 3.48% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 387,154 | 7,429 | 0.0% | 0.0% | 19 | +60,888 | 18.66% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 385,612 | 7,399 | 0.03% | 0.03% | 20 | -9,141 | -2.32% | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 330,150 | 6,335 | 0.02% | 0.02% | 21 | -636 | -0.19% | Q4 2025 | Feb 06, 2026 |
| TCP Asset Management, LLC | History | Added to | 277,797 | 5,330 | 0.9% | 0.86% | 22 | +25,784 | 10.23% | Q4 2025 | Jan 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 263,051 | 5,048 | 0.06% | 0.04% | 23 | +65,634 | 33.25% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | New | 259,971 | 4,988 | 0.1% | — | 24 | +259,971 | New | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 242,073 | 4,645 | 0.2% | 0.2% | 25 | +13,458 | 5.89% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 241,017 | 4,625 | 0.02% | 0.03% | 26 | +6,888 | 2.94% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 223,134 | 4,281 | 0.09% | 0.1% | 27 | -5,343 | -2.34% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 168,500 | 3,234 | 0.01% | 0.01% | 28 | +17,820 | 11.83% | Q4 2025 | Feb 11, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 154,976 | 2,973 | 0.31% | 0.34% | 29 | -9,090 | -5.54% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 136,862 | 2,626 | 0.01% | 0.01% | 30 | -624 | -0.45% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 134,227 | 2,575 | 0.0% | 0.0% | 31 | -11,341 | -7.79% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 133,708 | 2,565 | 0.03% | 0.04% | 32 | +11,164 | 9.11% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 133,108 | 2,554 | 0.01% | 0.01% | 33 | -1,621 | -1.2% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 128,536 | 2,466 | 0.78% | 0.8% | 34 | +2,053 | 1.62% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 125,344 | 2,405 | 0.13% | 0.15% | 35 | -20,023 | -13.77% | Q4 2025 | Mar 04, 2026 |
| Archer Investment Corp | History | Added to | 124,069 | 2,380 | 0.54% | 0.53% | 36 | +1,622 | 1.32% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 116,507 | 2,235 | 0.01% | 0.01% | 37 | +5,748 | 5.19% | Q4 2025 | Jan 29, 2026 |
| Stenger Family Office, LLC | History | Reduced | 112,116 | 2,151 | 0.44% | 0.47% | 38 | -8,010 | -6.67% | Q4 2025 | Mar 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 110,720 | 2,124 | 0.06% | 0.06% | 39 | +1,318 | 1.2% | Q4 2025 | Jan 23, 2026 |
| Platform Technology Partners | History | Added to | 108,365 | 2,079 | 0.44% | 0.44% | 40 | +12,403 | 12.92% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 106,502 | 2,043 | 0.04% | 0.03% | 41 | +41,837 | 64.7% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 104,451 | 2,004 | 0.0% | 0.0% | 42 | +16,762 | 19.12% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 101,025 | 1,938 | 0.01% | 0.02% | 43 | -964 | -0.95% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 87,867 | 1,686 | 0.05% | 0.05% | 44 | +12,698 | 16.89% | Q4 2025 | Jan 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 85,348 | 1,637 | 0.25% | 0.31% | 45 | -20,013 | -18.99% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 81,276 | 1,559 | 0.0% | 0.0% | 46 | +1,627 | 2.04% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 80,556 | 1,546 | 0.01% | 0.01% | 47 | -1,181 | -1.44% | Q4 2025 | Jan 05, 2026 |
| Balefire, LLC | History | Added to | 79,425 | 1,524 | 0.3% | 0.25% | 48 | +15,266 | 23.79% | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 76,356 | 1,465 | 0.02% | 0.02% | 49 | -1,244 | -1.6% | Q4 2025 | Jan 29, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 74,249 | 1,424 | 0.32% | 0.33% | 50 | +259 | 0.35% | Q4 2025 | Jan 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 70,262 | 1,348 | 0.03% | 0.02% | 51 | +13,997 | 24.88% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 68,081 | 1,306 | 0.02% | 0.01% | 52 | +6,100 | 9.84% | Q4 2025 | Feb 02, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 62,351 | 1,196 | 0.23% | 0.27% | 53 | -7,115 | -10.24% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 61,982 | 1,189 | 0.01% | 0.01% | 54 | -285 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 60,187 | 1,154 | 0.02% | 0.02% | 55 | +5,468 | 9.99% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 59,262 | 1,137 | 0.0% | 0.0% | 56 | -17,432 | -22.73% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 57,606 | 1,105 | 0.03% | 0.04% | 57 | -13,812 | -19.34% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Reduced | 55,726 | 1,069 | 0.01% | 0.01% | 58 | -2,100 | -3.63% | Q4 2025 | Feb 05, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 55,471 | 1,064 | 0.23% | — | 60 | +55,471 | New | Q4 2025 | Feb 18, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 55,470 | 1,064 | 0.02% | 0.02% | 59 | -9,567 | -14.71% | Q4 2025 | Feb 09, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 55,335 | 1,061 | 2.0% | — | 61 | +55,335 | New | Q4 2025 | Feb 18, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 53,207 | 1,021 | 0.37% | 0.58% | 62 | -22,043 | -29.29% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Reduced | 53,188 | 1,020 | 0.0% | 0.0% | 63 | -207 | -0.39% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 52,905 | 1,015 | 0.06% | 0.06% | 64 | -3,870 | -6.82% | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 49,746 | 954 | 0.1% | 0.09% | 65 | +3,026 | 6.48% | Q4 2025 | Feb 11, 2026 |
| Sequent Planning LLC | History | Reduced | 49,477 | 949 | 0.24% | 0.27% | 66 | -604 | -1.21% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 49,092 | 942 | 0.0% | 0.0% | 67 | +294 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 47,390 | 909 | 0.12% | — | 68 | +47,390 | New | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Reduced | 46,207 | 886 | 0.01% | 0.02% | 69 | -8,262 | -15.17% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Financial Partners | History | New | 45,317 | 869 | 0.72% | — | 70 | +45,317 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 45,317 | 869 | 0.72% | — | 71 | +45,317 | New | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | New | 44,222 | 849 | 0.02% | — | 72 | +44,222 | New | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 42,780 | 820 | 0.0% | — | 73 | +42,780 | New | Q4 2025 | Mar 25, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 42,028 | 806 | 0.0% | 0.0% | 74 | -466 | -1.1% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 41,987 | 805 | 0.02% | 0.02% | 75 | -545 | -1.28% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 41,675 | 800 | 0.03% | — | 76 | +41,675 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 41,000 | 786 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 41,000 | 786 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 40,375 | 761 | 4.52% | 4.53% | 79 | -14,334 | -26.2% | Q4 2025 | Feb 05, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 37,493 | 719 | 0.48% | 0.48% | 80 | +2,500 | 7.14% | Q4 2025 | Jan 07, 2026 |
| RiverTree Advisors, LLC | History | New | 36,169 | 694 | 0.44% | — | 81 | +36,169 | New | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 35,935 | 689 | 0.0% | 0.0% | 82 | -7,383 | -17.04% | Q4 2025 | Feb 12, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 35,865 | 688 | 0.21% | 0.21% | 83 | +1,279 | 3.7% | Q4 2025 | Jan 22, 2026 |
| BEACON FINANCIAL GROUP | History | New | 35,213 | 675 | 0.07% | — | 84 | +35,213 | New | Q4 2025 | Apr 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 34,644 | 664 | 0.01% | — | 85 | +34,644 | New | Q4 2025 | Feb 19, 2026 |
| HRT FINANCIAL LP | History | New | 34,244 | 657 | 0.0% | — | 86 | +34,244 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 30,516 | 585 | 0.0% | 0.0% | 87 | -3,744 | -10.93% | Q4 2025 | Jan 26, 2026 |
| Maia Wealth LLC | History | Reduced | 30,336 | 582 | 0.1% | 0.12% | 88 | -6,530 | -17.71% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 26,318 | 505 | 0.08% | 0.09% | 89 | +147 | 0.56% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Added to | 25,430 | 488 | 0.07% | 0.08% | 90 | +336 | 1.34% | Q4 2025 | Feb 04, 2026 |
| Ascent Group, LLC | History | Added to | 25,410 | 487 | 0.02% | 0.01% | 91 | +4,069 | 19.07% | Q4 2025 | Jan 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 25,166 | 483 | 0.14% | 0.17% | 93 | -863 | -3.32% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,191 | 483 | 0.0% | 0.0% | 92 | +690 | 2.82% | Q4 2025 | Jan 29, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 24,223 | 465 | 0.05% | 0.05% | 94 | -2,843 | -10.5% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 24,270 | 465 | 0.02% | 0.02% | 95 | -145 | -0.59% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 24,228 | 464 | 0.0% | 0.0% | 96 | -2,725 | -10.11% | Q4 2025 | Jan 29, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 22,720 | 436 | 0.05% | 0.06% | 97 | -610 | -2.61% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 21,848 | 419 | 0.0% | 0.0% | 98 | -1,177 | -5.11% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 21,318 | 409 | 0.0% | 0.0% | 99 | -633 | -2.88% | Q4 2025 | Jan 20, 2026 |
| StoneX Group Inc. | History | Added to | 21,044 | 403 | 0.02% | 0.02% | 100 | +140 | 0.67% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,874 | 362 | 0.03% | 0.03% | 101 | +1,784 | 10.44% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,676 | 358 | 0.0% | 0.0% | 102 | -240 | -1.27% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 17,522 | 336 | 0.01% | — | 103 | +17,522 | New | Q4 2025 | Mar 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 17,216 | 330 | 0.03% | 0.04% | 104 | -1,375 | -7.4% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 16,978 | 325 | 0.02% | — | 105 | +16,978 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 16,863 | 323 | 0.01% | 0.02% | 106 | -35,802 | -67.98% | Q4 2025 | Feb 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 16,824 | 322 | 0.01% | 0.01% | 107 | +1,119 | 7.13% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,818 | 303 | 0.01% | 0.01% | 108 | +1,231 | 8.44% | Q4 2025 | Jan 16, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 15,743 | 302 | 0.01% | 0.01% | 109 | +4,389 | 38.66% | Q4 2025 | Jan 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,299 | 293 | 0.09% | 0.09% | 110 | +824 | 5.69% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,123 | 290 | 0.01% | 0.01% | 111 | +211 | 1.41% | Q4 2025 | Feb 13, 2026 |
| Essex Bank | History | No change | 15,079 | 289 | 0.06% | 0.07% | 112 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TFB Advisors LLC | History | Added to | 14,420 | 276 | 0.08% | 0.08% | 113 | +165 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 14,162 | 271 | 0.01% | — | 114 | +14,162 | New | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,878 | 266 | 0.01% | 0.01% | 115 | +140 | 1.02% | Q4 2025 | Feb 17, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 13,768 | 264 | 0.17% | 0.15% | 116 | -180 | -1.29% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 13,395 | 257 | 0.02% | 0.02% | 117 | -2,050 | -13.27% | Q4 2025 | Feb 03, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 13,114 | 251 | 0.08% | 0.08% | 118 | +173 | 1.34% | Q4 2025 | Jan 13, 2026 |
| Kovack Advisors, Inc. | History | New | 12,833 | 246 | 0.01% | — | 119 | +12,833 | New | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,702 | 243 | 0.01% | 0.01% | 120 | +218 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 12,539 | 240 | 0.17% | 0.15% | 121 | +1,193 | 10.51% | Q4 2025 | Jan 26, 2026 |
| BAM Wealth Management, LLC | History | New | 11,189 | 214 | 0.15% | — | 122 | +11,189 | New | Q4 2025 | Jan 20, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 10,964 | 210 | 0.09% | 0.09% | 123 | +167 | 1.55% | Q4 2025 | Feb 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 10,812 | 207 | 0.06% | 0.07% | 124 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rossby Financial, LCC | History | Added to | 10,625 | 203 | 0.06% | 0.07% | 125 | +145 | 1.38% | Q4 2025 | Feb 12, 2026 |
| Asset Allocation Strategies LLC | History | New | 10,263 | 196 | 0.04% | — | 126 | +10,263 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 10,077 | 193 | 0.01% | — | 127 | +10,077 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 9,879 | 189 | 0.0% | 0.0% | 128 | -186 | -1.85% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 9,010 | 173 | 0.01% | 0.01% | 129 | -3,698 | -29.1% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,952 | 172 | 0.01% | 0.01% | 130 | +2,977 | 49.82% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 8,742 | 167 | 0.01% | 0.0% | 131 | +8,438 | 2775.66% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,360 | 160 | 0.0% | 0.0% | 132 | +256 | 3.16% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,806 | 149 | 0.0% | 0.0% | 133 | +7,661 | 5283.45% | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 7,000 | 134 | 0.04% | 0.05% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 5,038 | 96 | 0.03% | 0.03% | 135 | +101 | 2.05% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 4,087 | 78 | 0.02% | — | 136 | +4,087 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,302 | 63 | 0.0% | — | 137 | +3,302 | New | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,206 | 61 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,889 | 55 | 0.0% | 0.0% | 139 | +26 | 0.91% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,871 | 55 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,687 | 51 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,884 | 36 | 0.03% | — | 142 | +1,884 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 1,821 | 35 | 0.0% | 0.0% | 143 | +123 | 7.24% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,624 | 31 | 0.0% | 0.0% | 144 | +339 | 26.38% | Q4 2025 | Feb 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,657 | 31 | 0.01% | 0.01% | 145 | +22 | 1.35% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | No change | 1,496 | 28 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,092 | 20 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 800 | 15 | 0.0% | 0.0% | 148 | -518 | -39.3% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 645 | 12 | 0.0% | 0.0% | 149 | +9 | 1.42% | Q4 2025 | Jan 30, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 572 | 10 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 358 | 6 | 0.0% | 0.0% | 151 | -3,080 | -89.59% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 348 | 6 | 0.0% | — | 152 | +348 | New | Q4 2025 | Feb 19, 2026 |
| GAMMA Investing LLC | History | No change | 259 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 187 | 3 | 0.0% | 0.0% | 154 | -217 | -53.71% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 171 | 3 | 0.0% | 0.0% | 155 | +79 | 85.87% | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 193 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Signature Equity Partners, LLC | History | New | 107 | 2 | 0.0% | — | 157 | +107 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 104 | 1 | 0.0% | 0.0% | 158 | -104 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -413,863 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.51% | — | -333,181 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,462 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -11,160 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,628 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -10,053 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,445 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,435 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,788 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -694 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -591 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Lloyd Advisory Services, LLC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 25 | 0 | — | — | — | -1 | -3.85% | Q4 2025 | Feb 03, 2026 |