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 | 12,356,464 | 234,031 | 0.01% | 0.01% | 1 | +880,209 | 7.67% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 8,626,539 | 163,386 | 0.04% | 0.04% | 2 | +945,327 | 12.31% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,650,356 | 69,137 | 0.01% | 0.01% | 3 | +223,384 | 6.52% | Q1 2026 | Jul 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 3,272,845 | 61,987 | 0.04% | 0.04% | 4 | +400,983 | 13.96% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Added to | 2,103,560 | 39,841 | 1.82% | 1.8% | 5 | +25,383 | 1.22% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,043,299 | 38,701 | 0.01% | 0.01% | 6 | +54,351 | 2.73% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,965,336 | 37,223 | 0.01% | 0.01% | 7 | +124,618 | 6.77% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,727,806 | 32,715 | 0.01% | 0.01% | 8 | -626,239 | -26.6% | Q1 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,272,430 | 24,099 | 0.02% | 0.01% | 9 | +428,682 | 50.81% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,028,932 | 19,487 | 0.03% | 0.02% | 10 | +53,028 | 5.43% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 936,217 | 17,731 | 0.03% | 0.03% | 11 | +8,104 | 0.87% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 869,667 | 16,471 | 0.02% | 0.02% | 12 | +24,395 | 2.89% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 777,553 | 14,726 | 0.0% | 0.0% | 13 | -54,183 | -6.51% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 604,643 | 11,451 | 0.02% | 0.02% | 14 | +52,447 | 9.5% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 554,003 | 10,492 | 0.12% | 0.14% | 15 | +20,484 | 3.84% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 487,941 | 9,242 | 0.02% | 0.02% | 16 | +59,800 | 13.97% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 440,123 | 8,283 | 0.0% | 0.0% | 17 | +52,969 | 13.68% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 394,212 | 7,466 | 0.03% | 0.03% | 18 | +8,600 | 2.23% | Q1 2026 | Jun 02, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 354,923 | 6,722 | 0.08% | 0.18% | 19 | -412,372 | -53.74% | Q1 2026 | Apr 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 340,507 | 6,449 | 0.48% | 0.6% | 20 | -96,631 | -22.11% | Q1 2026 | Apr 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 319,234 | 6,046 | 0.03% | 0.02% | 21 | -10,916 | -3.31% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 296,438 | 5,614 | 0.11% | 0.1% | 22 | +36,467 | 14.03% | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | Added to | 288,274 | 5,459 | 0.7% | 0.9% | 23 | +10,477 | 3.77% | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | New | 277,945 | 5,264 | 0.06% | — | 24 | +277,945 | New | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 259,145 | 4,908 | 0.05% | 0.06% | 25 | -3,906 | -1.48% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 241,648 | 4,575 | 0.02% | 0.02% | 26 | +631 | 0.26% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 208,170 | 3,942 | 0.01% | 0.0% | 27 | +73,943 | 55.09% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 195,134 | 3,695 | 0.03% | — | 28 | +195,134 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 179,760 | 3,405 | 0.01% | 0.01% | 29 | +11,260 | 6.68% | Q1 2026 | Apr 22, 2026 |
| Avior Wealth Management, LLC | History | New | 152,934 | 2,896 | 0.08% | — | 30 | +152,934 | New | Q1 2026 | Apr 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 147,060 | 2,785 | 0.02% | 0.01% | 31 | +10,198 | 7.45% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 145,831 | 2,762 | 0.01% | 0.0% | 32 | +144,010 | 7908.29% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 138,173 | 2,616 | 0.0% | — | 33 | +138,173 | New | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 136,561 | 2,586 | 0.05% | 0.04% | 34 | +30,059 | 28.22% | Q1 2026 | Apr 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 133,302 | 2,524 | 0.79% | 0.78% | 35 | +4,766 | 3.71% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 131,770 | 2,495 | 0.26% | 0.31% | 36 | -23,206 | -14.97% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | Added to | 126,970 | 2,404 | 0.51% | 0.54% | 37 | +2,901 | 2.34% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 124,759 | 2,362 | 0.01% | 0.01% | 38 | +8,252 | 7.08% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 116,662 | 2,209 | 0.06% | 0.06% | 39 | +5,942 | 5.37% | Q1 2026 | Apr 07, 2026 |
| Stenger Family Office, LLC | History | Added to | 112,328 | 2,127 | 0.38% | 0.44% | 40 | +212 | 0.19% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 105,975 | 2,007 | 0.02% | 0.01% | 41 | +4,950 | 4.9% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 104,940 | 1,988 | 0.02% | 0.01% | 42 | +24,384 | 30.27% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 101,266 | 1,917 | 0.01% | 0.01% | 43 | -31,842 | -23.92% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 100,524 | 1,903 | 0.01% | 0.0% | 44 | -3,927 | -3.76% | Q1 2026 | May 04, 2026 |
| Platform Technology Partners | History | Reduced | 99,598 | 1,886 | 0.36% | 0.44% | 45 | -8,767 | -8.09% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 93,840 | 1,777 | 0.02% | 0.03% | 46 | -39,868 | -29.82% | Q1 2026 | Apr 20, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 88,624 | 1,678 | 0.39% | 0.32% | 47 | +14,375 | 19.36% | Q1 2026 | Apr 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 85,312 | 1,615 | 0.08% | 0.13% | 48 | -40,032 | -31.94% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 85,001 | 1,609 | 0.31% | 0.25% | 49 | -347 | -0.41% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 83,301 | 1,577 | 0.3% | 0.3% | 50 | +3,876 | 4.88% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 83,132 | 1,574 | 0.0% | 0.0% | 51 | +1,856 | 2.28% | Q1 2026 | May 05, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 80,875 | 1,531 | 1.61% | 2.0% | 52 | +25,540 | 46.16% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 79,870 | 1,512 | 0.05% | 0.05% | 53 | -7,997 | -9.1% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 77,153 | 1,461 | 0.02% | 0.02% | 54 | +16,966 | 28.19% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 71,636 | 1,356 | 0.02% | 0.02% | 55 | -4,720 | -6.18% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 64,997 | 1,246 | 0.01% | 0.01% | 56 | +3,015 | 4.86% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 65,602 | 1,242 | 0.02% | 0.02% | 57 | -2,479 | -3.64% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | New | 64,412 | 1,219 | 0.0% | — | 58 | +64,412 | New | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | New | 61,876 | 1,175 | 0.14% | — | 59 | +61,876 | New | Q1 2026 | Apr 22, 2026 |
| Altium Investment Strategies LLC | History | New | 61,340 | 1,165 | 3.43% | — | 60 | +61,340 | New | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 60,885 | 1,153 | 0.02% | 0.02% | 61 | +5,415 | 9.76% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 60,357 | 1,143 | 0.01% | 0.01% | 62 | +4,631 | 8.31% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 59,449 | 1,125 | 0.0% | 0.0% | 63 | +187 | 0.32% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 59,395 | 1,124 | 0.03% | 0.03% | 64 | +1,789 | 3.11% | Q1 2026 | May 04, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 58,915 | 1,115 | 0.2% | 0.23% | 65 | -3,436 | -5.51% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 56,847 | 1,076 | 0.04% | 0.05% | 66 | +34,127 | 150.21% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 56,791 | 1,075 | 0.1% | 0.1% | 67 | +7,045 | 14.16% | Q1 2026 | Apr 22, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 55,709 | 1,055 | 0.22% | 0.23% | 68 | +238 | 0.43% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Added to | 54,911 | 1,040 | 0.0% | 0.0% | 69 | +33,063 | 151.33% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 53,417 | 1,011 | 0.0% | 0.0% | 70 | +229 | 0.43% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 51,907 | 983 | 0.25% | 0.14% | 71 | +26,741 | 106.26% | Q1 2026 | May 08, 2026 |
| Sequent Planning LLC | History | Added to | 51,285 | 971 | 0.23% | 0.24% | 72 | +1,808 | 3.65% | Q1 2026 | Apr 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 50,566 | 957 | 0.33% | 0.37% | 73 | -2,641 | -4.96% | Q1 2026 | Apr 15, 2026 |
| Everest Financial Group LLC | History | New | 48,500 | 918 | 0.15% | — | 74 | +48,500 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 48,245 | 913 | 0.0% | 0.0% | 75 | -847 | -1.73% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 46,082 | 872 | 0.02% | 0.09% | 76 | -177,052 | -79.35% | Q1 2026 | May 01, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 45,733 | 866 | 0.68% | 0.72% | 77 | +416 | 0.92% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 42,594 | 807 | 0.02% | 0.02% | 78 | -1,628 | -3.68% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 42,436 | 803 | 0.0% | 0.0% | 79 | +408 | 0.97% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 42,137 | 798 | 0.02% | 0.02% | 80 | +150 | 0.36% | Q1 2026 | May 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 37,493 | 710 | 0.46% | 0.48% | 81 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 36,573 | 692 | 5.25% | 4.52% | 82 | -3,802 | -9.42% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 35,213 | 666 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Maia Wealth LLC | History | Added to | 31,059 | 588 | 0.1% | 0.1% | 84 | +723 | 2.38% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 29,832 | 565 | 0.0% | 0.0% | 85 | -684 | -2.24% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 28,918 | 547 | 0.09% | 0.12% | 86 | -18,472 | -38.98% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 26,138 | 495 | 0.07% | 0.08% | 87 | -180 | -0.68% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Added to | 26,033 | 493 | 0.02% | 0.02% | 88 | +623 | 2.45% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,961 | 491 | 0.0% | 0.0% | 89 | +770 | 3.06% | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | Added to | 25,721 | 487 | 0.07% | 0.07% | 90 | +291 | 1.14% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 25,204 | 477 | 0.02% | 0.02% | 91 | +934 | 3.85% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 24,228 | 464 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,925 | 453 | 0.0% | — | 93 | +23,925 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 23,738 | 449 | 0.0% | — | 94 | +23,738 | New | Q1 2026 | May 01, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 23,690 | 448 | 0.02% | 0.01% | 95 | +6,866 | 40.81% | Q1 2026 | Jun 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 23,646 | 447 | 0.01% | 0.0% | 96 | +2,328 | 10.92% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 23,154 | 438 | 0.03% | 0.02% | 97 | +6,176 | 36.38% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Reduced | 21,578 | 408 | 0.01% | 0.01% | 98 | -24,629 | -53.3% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 21,453 | 406 | 0.03% | — | 99 | +21,453 | New | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,497 | 369 | 0.01% | 0.01% | 100 | +2,634 | 15.62% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 19,394 | 367 | 0.13% | 0.04% | 101 | +12,394 | 177.06% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,969 | 359 | 0.01% | 0.01% | 102 | +3,846 | 25.43% | Q1 2026 | May 18, 2026 |
| PRIVATE TRUST CO NA | History | No change | 18,874 | 357 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 18,089 | 342 | 0.01% | 0.01% | 104 | +567 | 3.24% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 17,893 | 338 | 0.02% | 0.01% | 105 | +2,150 | 13.66% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | New | 17,586 | 333 | 0.01% | — | 106 | +17,586 | New | Q1 2026 | Jun 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 17,462 | 330 | 0.01% | 0.01% | 107 | +1,644 | 10.39% | Q1 2026 | Apr 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 17,401 | 329 | 0.0% | 0.0% | 108 | -1,275 | -6.83% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 16,750 | 317 | 0.0% | 0.01% | 109 | -24,250 | -59.15% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 16,750 | 317 | 0.02% | 0.05% | 110 | -24,250 | -59.15% | Q1 2026 | May 15, 2026 |
| BAM Wealth Management, LLC | History | Added to | 16,662 | 315 | 0.24% | 0.15% | 111 | +5,473 | 48.91% | Q1 2026 | Apr 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,950 | 302 | 0.09% | 0.09% | 112 | +651 | 4.26% | Q1 2026 | Apr 30, 2026 |
| Essex Bank | History | Reduced | 15,015 | 284 | 0.06% | 0.06% | 113 | -64 | -0.42% | Q1 2026 | Apr 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,315 | 271 | 0.01% | 0.01% | 114 | +1,482 | 11.55% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | No change | 14,162 | 268 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 13,849 | 262 | 0.0% | — | 116 | +13,849 | New | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,602 | 257 | 0.01% | 0.01% | 117 | -276 | -1.99% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,494 | 255 | 0.0% | 0.0% | 118 | -22,441 | -62.45% | Q1 2026 | May 12, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 13,368 | 253 | 0.16% | 0.17% | 119 | -400 | -2.91% | Q1 2026 | May 20, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 12,539 | 237 | 0.21% | 0.17% | 120 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 12,303 | 233 | 0.01% | 0.01% | 121 | -399 | -3.14% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 12,111 | 228 | 0.01% | 0.01% | 122 | +3,369 | 38.54% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 11,985 | 226 | 0.01% | 0.02% | 123 | -1,410 | -10.53% | Q1 2026 | Apr 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 11,104 | 210 | 0.06% | 0.06% | 124 | +292 | 2.7% | Q1 2026 | Apr 06, 2026 |
| Triumph Capital Management | History | Added to | 10,705 | 202 | 0.04% | 0.02% | 125 | +6,618 | 161.93% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 10,630 | 201 | 0.04% | 0.06% | 126 | +5 | 0.05% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,879 | 189 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 9,392 | 177 | 0.01% | 0.01% | 128 | -685 | -6.8% | Q1 2026 | Apr 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 9,339 | 176 | 0.12% | — | 129 | +9,339 | New | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | New | 9,225 | 174 | 0.0% | — | 130 | +9,225 | New | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,120 | 172 | 0.0% | 0.0% | 131 | +1,314 | 16.83% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,887 | 168 | 0.01% | 0.01% | 132 | -65 | -0.73% | Q1 2026 | May 18, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,645 | 163 | 0.02% | 0.03% | 133 | -8,571 | -49.79% | Q1 2026 | Apr 28, 2026 |
| Synergy Investment Management, LLC | History | New | 5,782 | 109 | 0.04% | — | 134 | +5,782 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,209 | 98 | 0.0% | 0.0% | 135 | -3,151 | -37.69% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,038 | 96 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,206 | 60 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,871 | 54 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,830 | 53 | 0.0% | 0.0% | 139 | -59 | -2.04% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,687 | 50 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,095 | 39 | 0.0% | — | 141 | +2,095 | New | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,884 | 35 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,563 | 29 | 0.01% | 0.01% | 143 | -94 | -5.67% | Q1 2026 | Apr 28, 2026 |
| My Portfolio Guide, LLC | History | New | 1,260 | 23 | 0.01% | — | 144 | +1,260 | New | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,058 | 20 | 0.02% | 0.02% | 145 | -34 | -3.11% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,022 | 19 | 0.0% | 0.0% | 146 | -602 | -37.07% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 819 | 15 | 0.0% | 0.21% | 147 | -35,046 | -97.72% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | No change | 800 | 15 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 783 | 14 | 0.0% | — | 150 | +783 | New | Q1 2026 | Apr 09, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 744 | 14 | 0.01% | 0.01% | 149 | +172 | 30.07% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 652 | 12 | 0.0% | 0.0% | 151 | +7 | 1.09% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 429 | 8 | 0.0% | — | 152 | +429 | New | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 334 | 6 | 0.0% | 0.0% | 153 | +230 | 221.15% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 246 | 4 | 0.0% | 0.0% | 154 | -112 | -31.28% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | No change | 259 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 189 | 3 | 0.0% | 0.0% | 156 | +2 | 1.07% | Q1 2026 | May 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 193 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | No change | 107 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | New | 101 | 1 | 0.0% | — | 159 | +101 | New | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -242,073 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -70,262 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -52,905 | -100.0% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.72% | — | -45,317 | -100.0% | Q1 2026 | May 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,780 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -41,675 | -100.0% | Q1 2026 | May 15, 2026 |
| RiverTree Advisors, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -36,169 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,644 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,244 | -100.0% | Q1 2026 | May 14, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,223 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -21,044 | -100.0% | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,420 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.08% | — | -13,114 | -100.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,964 | -100.0% | Q1 2026 | May 14, 2026 |
| Asset Allocation Strategies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,263 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,010 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,302 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,496 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |