FIRST TRUST EXCHANGE-TRADED FUND IV - FTCB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | Reduced | 15,937 | 338,346 | 4.1% | 4.55% | 1 | -919,975 | -98.3% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 12,413,458 | 263,537 | 0.07% | 0.05% | 2 | +3,649,333 | 41.64% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 6,203,204 | 131,694 | 0.01% | 0.01% | 3 | +871,355 | 16.34% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,626,415 | 98,218 | 0.03% | 0.02% | 4 | +1,189,496 | 34.61% | Q4 2025 | Feb 10, 2026 |
| LVZ, Inc. | History | Added to | 3,097,763 | 65,765 | 7.35% | 7.45% | 5 | +22,959 | 0.75% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,283,394 | 48,476 | 0.02% | 0.0% | 6 | +2,270,064 | 17029.74% | Q4 2025 | Feb 18, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 2,231,568 | 47,376 | 8.93% | 9.07% | 7 | +63,259 | 2.92% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,138,023 | 45,390 | 0.04% | 0.04% | 8 | +34,969 | 1.66% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,107,721 | 44,746 | 0.05% | 0.04% | 9 | +344,731 | 19.55% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,653,675 | 35,107 | 0.14% | 0.16% | 10 | +50,477 | 3.15% | Q4 2025 | Feb 13, 2026 |
| Seascape Capital Management | History | Added to | 1,429,953 | 30,358 | 8.63% | 8.11% | 11 | +103,899 | 7.84% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Added to | 1,343,247 | 28,544 | 0.15% | 0.18% | 12 | +33,468 | 2.56% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,260,669 | 26,764 | 0.33% | 0.33% | 13 | +43,396 | 3.57% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,221,191 | 25,926 | 0.07% | 0.06% | 14 | +199,356 | 19.51% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,111,815 | 23,604 | 0.03% | 0.03% | 15 | -38,857 | -3.38% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,068,137 | 22,679 | 0.37% | 0.35% | 16 | +111,644 | 11.67% | Q4 2025 | Feb 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 1,066,949 | 22,651 | 1.05% | 1.09% | 17 | +20,241 | 1.93% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 992,524 | 21,071 | 0.43% | 0.44% | 18 | +90,379 | 10.02% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 979,014 | 20,784 | 1.12% | 1.1% | 19 | +46,429 | 4.98% | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 958,483 | 20,348 | 0.1% | 0.08% | 20 | +174,035 | 22.19% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | New | 931,440 | 19,774 | 2.76% | — | 21 | +931,440 | New | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 847,936 | 18,001 | 0.01% | 0.01% | 22 | +248,229 | 41.39% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 815,081 | 17,304 | 0.19% | 0.14% | 23 | +240,531 | 41.86% | Q4 2025 | Feb 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 730,667 | 15,512 | 1.18% | 0.96% | 24 | +169,701 | 30.25% | Q4 2025 | Jan 09, 2026 |
| ASSETMARK, INC | History | Added to | 634,428 | 13,468 | 0.03% | 0.02% | 25 | +111,901 | 21.42% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 566,518 | 12,027 | 0.08% | 0.08% | 26 | +76,368 | 15.58% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 542,764 | 11,522 | 0.34% | — | 27 | +542,764 | New | Q4 2025 | Feb 13, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 541,198 | 11,489 | 3.48% | — | 28 | +541,198 | New | Q4 2025 | Feb 10, 2026 |
| Mach-1 Financial Group, LLC | History | New | 540,149 | 11,467 | 2.36% | — | 29 | +540,149 | New | Q4 2025 | Feb 06, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 538,174 | 11,425 | 3.02% | 3.25% | 30 | -9,600 | -1.75% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 479,888 | 10,188 | 0.0% | 0.0% | 31 | +71,616 | 17.54% | Q4 2025 | Feb 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 473,609 | 10,054 | 1.09% | 0.87% | 32 | +112,795 | 31.26% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 460,474 | 9,776 | 0.02% | 0.02% | 33 | +74,662 | 19.35% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 445,628 | 9,461 | 0.0% | — | 34 | +445,628 | New | Q4 2025 | Feb 17, 2026 |
| APS Management Group, Inc. | History | Added to | 432,838 | 9,189 | 7.87% | 0.93% | 35 | +383,753 | 781.81% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 380,580 | 8,079 | 0.06% | 0.05% | 36 | +87,524 | 29.87% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 346,090 | 7,347 | 0.08% | 0.1% | 37 | +60,287 | 21.09% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 339,272 | 7,202 | 0.15% | 0.01% | 38 | +309,021 | 1021.52% | Q4 2025 | Feb 03, 2026 |
| AIFG Consultants Ltd. | History | Added to | 332,811 | 7,065 | 12.13% | 10.31% | 39 | +58,296 | 21.24% | Q4 2025 | Feb 04, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 288,237 | 6,119 | 0.71% | 0.73% | 40 | -6,875 | -2.33% | Q4 2025 | Jan 20, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 272,185 | 5,778 | 2.09% | 1.26% | 41 | +125,257 | 85.25% | Q4 2025 | Jan 26, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 269,574 | 5,723 | 1.82% | 1.83% | 42 | +8,324 | 3.19% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 266,923 | 5,666 | 0.01% | 0.0% | 43 | +101,523 | 61.38% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 244,196 | 5,184 | 0.14% | 0.19% | 44 | -65,838 | -21.24% | Q4 2025 | Jan 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 238,185 | 5,056 | 0.12% | 0.13% | 45 | +2,985 | 1.27% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 231,832 | 4,921 | 0.11% | 0.11% | 46 | +38,740 | 20.06% | Q4 2025 | Feb 06, 2026 |
| Sun Financial Inc | History | New | 229,640 | 4,875 | 2.72% | — | 47 | +229,640 | New | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 221,404 | 4,700 | 0.02% | 0.02% | 48 | -705 | -0.32% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 216,477 | 4,595 | 0.03% | 0.02% | 49 | +69,526 | 47.31% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 210,485 | 4,468 | 0.03% | 0.02% | 50 | +27,318 | 14.91% | Q4 2025 | Jan 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 201,943 | 4,287 | 0.57% | — | 51 | +201,943 | New | Q4 2025 | Feb 04, 2026 |
| Wagner Wealth Management, Corp | History | New | 194,878 | 4,137 | 4.08% | — | 52 | +194,878 | New | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 184,050 | 3,907 | 0.06% | 0.05% | 53 | +23,047 | 14.31% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 180,443 | 3,830 | 0.0% | 0.0% | 54 | +150,602 | 504.68% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 179,673 | 3,814 | 0.05% | 0.05% | 55 | +7,428 | 4.31% | Q4 2025 | Jan 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 172,841 | 3,669 | 0.41% | 0.43% | 56 | +23,211 | 15.51% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 170,700 | 3,623 | 0.04% | 0.04% | 57 | +8,847 | 5.47% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 169,745 | 3,603 | 0.04% | 0.03% | 58 | +8,993 | 5.59% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 162,272 | 3,445 | 0.09% | 0.07% | 59 | +41,910 | 34.82% | Q4 2025 | Feb 17, 2026 |
| Ferguson Shapiro LLC | History | New | 158,824 | 3,371 | 1.04% | — | 60 | +158,824 | New | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 158,228 | 3,359 | 0.03% | 0.02% | 61 | +26,064 | 19.72% | Q4 2025 | Jan 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 145,546 | 3,089 | 0.92% | 0.79% | 62 | +27,324 | 23.11% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 143,352 | 3,043 | 0.07% | 0.05% | 63 | +47,907 | 50.19% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 143,242 | 3,041 | 0.03% | 0.03% | 64 | +27,149 | 23.39% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 139,948 | 2,971 | 0.04% | 0.04% | 65 | +10,483 | 8.1% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 132,664 | 2,816 | 0.01% | 0.01% | 66 | +19,546 | 17.28% | Q4 2025 | Feb 06, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 127,042 | 2,699 | 0.27% | 0.24% | 67 | +21,751 | 20.66% | Q4 2025 | Feb 17, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 124,796 | 2,649 | 0.99% | — | 68 | +124,796 | New | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Reduced | 119,289 | 2,532 | 0.08% | 0.09% | 69 | -670 | -0.56% | Q4 2025 | Jan 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 104,821 | 2,225 | 0.03% | 0.03% | 70 | -1,897 | -1.78% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 103,461 | 2,196 | 0.0% | 0.0% | 71 | +66,681 | 181.3% | Q4 2025 | Feb 17, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 94,962 | 2,016 | 3.81% | — | 72 | +94,962 | New | Q4 2025 | Feb 18, 2026 |
| Kovack Advisors, Inc. | History | Added to | 90,950 | 1,930 | 0.09% | 0.04% | 73 | +71,650 | 371.24% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 79,511 | 1,688 | 0.03% | 0.03% | 74 | +16,957 | 27.11% | Q4 2025 | Jan 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 79,097 | 1,679 | 0.13% | 0.12% | 75 | -85 | -0.11% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | New | 78,418 | 1,664 | 0.02% | — | 76 | +78,418 | New | Q4 2025 | Feb 13, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 78,077 | 1,657 | 0.38% | 0.35% | 77 | -337 | -0.43% | Q4 2025 | Feb 02, 2026 |
| Concorde Asset Management, LLC | History | Added to | 75,969 | 1,612 | 0.64% | 0.47% | 78 | +23,162 | 43.86% | Q4 2025 | Feb 13, 2026 |
| CRUX WEALTH ADVISORS | History | New | 74,702 | 1,585 | 0.59% | — | 79 | +74,702 | New | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 74,429 | 1,580 | 0.0% | 0.0% | 80 | +18,910 | 34.06% | Q4 2025 | Feb 13, 2026 |
| Balboa Wealth Partners | History | Added to | 68,998 | 1,464 | 0.24% | 0.23% | 81 | +7,447 | 12.1% | Q4 2025 | Jan 16, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 67,328 | 1,429 | 0.98% | 1.07% | 82 | -3,689 | -5.19% | Q4 2025 | Jan 14, 2026 |
| Composition Wealth, LLC | History | Added to | 66,661 | 1,415 | 0.02% | 0.02% | 83 | +6,327 | 10.49% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66,637 | 1,414 | 0.02% | 0.01% | 84 | +50,070 | 302.23% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 65,047 | 1,381 | 0.05% | — | 85 | +65,047 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 62,184 | 1,320 | 0.58% | 0.54% | 86 | +4,001 | 6.88% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 61,789 | 1,311 | 0.03% | 0.03% | 87 | +8,941 | 16.92% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 61,112 | 1,297 | 0.03% | 0.08% | 88 | -127,694 | -67.63% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 60,362 | 1,281 | 0.04% | — | 89 | +60,362 | New | Q4 2025 | Jan 09, 2026 |
| IFG Advisory, LLC | History | Added to | 58,677 | 1,245 | 0.05% | 0.05% | 90 | +11,159 | 23.48% | Q4 2025 | Feb 10, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 56,715 | 1,208 | 1.05% | 1.15% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 53,904 | 1,144 | 0.02% | 0.02% | 92 | +1,789 | 3.43% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 52,007 | 1,104 | 0.02% | 0.02% | 93 | +1,836 | 3.66% | Q4 2025 | Feb 03, 2026 |
| Maia Wealth LLC | History | Reduced | 51,269 | 1,095 | 0.19% | 0.28% | 94 | -26,348 | -33.95% | Q4 2025 | Feb 17, 2026 |
| BAM Wealth Management, LLC | History | New | 51,555 | 1,094 | 0.79% | — | 95 | +51,555 | New | Q4 2025 | Jan 20, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 48,157 | 1,022 | 0.13% | 0.16% | 96 | -903 | -1.84% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | New | 44,578 | 946 | 0.02% | — | 97 | +44,578 | New | Q4 2025 | Mar 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 44,319 | 940 | 0.02% | 0.02% | 98 | +26 | 0.06% | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 43,910 | 932 | 0.0% | 0.0% | 99 | +57 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 43,614 | 925 | 0.19% | 0.18% | 100 | +4,178 | 10.59% | Q4 2025 | Jan 26, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 41,566 | 882 | 0.03% | — | 101 | +41,566 | New | Q4 2025 | Jan 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 40,064 | 850 | 0.03% | 0.03% | 102 | +5,756 | 16.78% | Q4 2025 | Feb 17, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 39,120 | 830 | 1.05% | — | 103 | +39,120 | New | Q4 2025 | Feb 11, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 38,624 | 819 | 0.52% | 0.46% | 104 | +7,477 | 24.01% | Q4 2025 | Jan 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 38,419 | 815 | 0.12% | 0.1% | 105 | +6,445 | 20.16% | Q4 2025 | Feb 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 35,555 | 754 | 0.24% | 0.25% | 106 | -165 | -0.46% | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 34,948 | 741 | 0.01% | 0.01% | 107 | +13,755 | 64.9% | Q4 2025 | Feb 02, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 34,291 | 727 | 0.13% | 0.11% | 108 | +8,613 | 33.54% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | New | 32,081 | 681 | 0.06% | — | 109 | +32,081 | New | Q4 2025 | Feb 11, 2026 |
| Faithward Advisors, LLC | History | Added to | 29,545 | 627 | 0.09% | 0.07% | 110 | +8,845 | 42.73% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 28,782 | 611 | 0.04% | 0.02% | 111 | +3,438 | 13.57% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 25,416 | 539 | 0.06% | 0.07% | 112 | -3,407 | -11.82% | Q4 2025 | Feb 13, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 24,247 | 514 | 0.18% | 0.21% | 113 | -2,000 | -7.62% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 24,145 | 512 | 0.02% | 0.03% | 114 | -672 | -2.71% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 23,925 | 507 | 0.02% | 0.02% | 115 | +3,471 | 16.97% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 23,855 | 506 | 0.01% | 0.01% | 116 | +5,579 | 30.53% | Q4 2025 | Feb 12, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 22,058 | 468 | 0.2% | 0.2% | 117 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Added to | 20,452 | 434 | 0.0% | 0.0% | 118 | +1,902 | 10.25% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 19,203 | 407 | 0.13% | 0.13% | 119 | +914 | 5.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,594 | 394 | 0.0% | — | 120 | +18,594 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 18,443 | 391 | 0.01% | 0.01% | 121 | +6,653 | 56.43% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,736 | 376 | 0.01% | 0.02% | 122 | +2,209 | 14.23% | Q4 2025 | Jan 20, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 17,611 | 373 | 0.1% | 0.1% | 123 | +914 | 5.47% | Q4 2025 | Jan 07, 2026 |
| Maridea Wealth Management LLC | History | New | 17,565 | 372 | 0.06% | — | 124 | +17,565 | New | Q4 2025 | Jan 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 17,492 | 371 | 0.11% | 0.07% | 125 | +6,354 | 57.05% | Q4 2025 | Feb 05, 2026 |
| Hilltop Holdings Inc. | History | Added to | 16,952 | 359 | 0.02% | 0.02% | 126 | +2,495 | 17.26% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 16,833 | 357 | 0.04% | 0.05% | 127 | -2,837 | -14.42% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,779 | 356 | 0.0% | 0.0% | 128 | +1,363 | 8.84% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 16,696 | 354 | 0.03% | 0.01% | 129 | +8,792 | 111.23% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Added to | 16,501 | 350 | 0.02% | 0.02% | 130 | +2,981 | 22.05% | Q4 2025 | Jan 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 14,358 | 305 | 0.02% | — | 131 | +14,358 | New | Q4 2025 | Jan 15, 2026 |
| EdgeRock Capital LLC | History | Added to | 12,438 | 264 | 0.07% | 0.06% | 132 | +3,048 | 32.46% | Q4 2025 | Jan 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 12,114 | 257 | 0.04% | 0.05% | 133 | -1,640 | -11.92% | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | New | 11,871 | 252 | 0.03% | — | 134 | +11,871 | New | Q4 2025 | Jan 27, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 11,773 | 249 | 0.21% | 0.09% | 135 | -28,728 | -70.93% | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Reduced | 11,343 | 240 | 0.01% | 0.01% | 136 | -4,304 | -27.51% | Q4 2025 | Feb 12, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 11,162 | 236 | 0.11% | — | 138 | +11,162 | New | Q4 2025 | Jan 16, 2026 |
| Mutual Advisors, LLC | History | New | 11,117 | 236 | 0.01% | — | 137 | +11,117 | New | Q4 2025 | Feb 02, 2026 |
| ABLE Financial Group, LLC | History | Added to | 10,943 | 232 | 0.05% | 0.05% | 139 | +250 | 2.34% | Q4 2025 | Jan 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 10,630 | 225 | 0.0% | — | 140 | +10,630 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 10,535 | 223 | 0.01% | 0.01% | 141 | +905 | 9.4% | Q4 2025 | Jan 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,242 | 217 | 0.01% | 0.01% | 142 | +597 | 6.19% | Q4 2025 | Feb 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 9,568 | 203 | 0.0% | — | 143 | +9,568 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 9,568 | 203 | 0.01% | — | 144 | +9,568 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 9,048 | 192 | 0.0% | 0.0% | 145 | +4,934 | 119.93% | Q4 2025 | Jan 26, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 6,841 | 145 | 0.05% | 0.05% | 146 | +912 | 15.38% | Q4 2025 | Jan 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 6,819 | 144 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,436 | 136 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 5,480 | 116 | 0.06% | — | 149 | +5,480 | New | Q4 2025 | Feb 03, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,335 | 113 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 4,104 | 87 | 0.0% | 0.0% | 151 | +1,185 | 40.6% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 3,770 | 80 | 0.0% | 0.0% | 152 | -13,360 | -77.99% | Q4 2025 | Jan 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 3,740 | 79 | 0.07% | 0.07% | 153 | +360 | 10.65% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,278 | 69 | 0.0% | 0.0% | 154 | -1,164 | -26.2% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 2,808 | 59 | 0.03% | — | 155 | +2,808 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 2,031 | 43 | 0.0% | — | 156 | +2,031 | New | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,386 | 29 | 0.0% | — | 157 | +1,386 | New | Q4 2025 | Mar 16, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 1,224 | 26 | 0.01% | 0.01% | 158 | +20 | 1.66% | Q4 2025 | Jan 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,106 | 23 | 0.02% | 0.03% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 947 | 20 | 0.0% | 0.04% | 160 | -8,515 | -89.99% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 812 | 17 | 0.01% | 0.01% | 161 | -812 | -50.0% | Q4 2025 | Feb 18, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 586 | 12 | 0.0% | 0.0% | 162 | +158 | 36.92% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 549 | 11 | 0.0% | — | 163 | +549 | New | Q4 2025 | Feb 03, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 383 | 8 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 348 | 7 | 0.0% | — | 165 | +348 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 292 | 6 | 0.0% | 0.0% | 166 | -451 | -60.7% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 208 | 4 | 0.0% | — | 167 | +208 | New | Q4 2025 | Jan 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 170 | 3 | 0.0% | — | 168 | +170 | New | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 146 | 3 | 0.0% | — | 169 | +146 | New | Q4 2025 | Jan 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 117 | 2 | 0.0% | — | 170 | +117 | New | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115,702 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,912 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,357 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,690 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -972 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |