FIRST TRUST EXCHANGE-TRADED FUND IV - FTCB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 17,077,917 | 356,159 | 0.08% | 0.08% | 1 | +2,015,812 | 13.38% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 7,496,453 | 156,338 | 0.01% | 0.01% | 2 | +521,528 | 7.48% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,042,795 | 105,167 | 0.02% | 0.03% | 3 | -90,212 | -1.76% | Q2 2026 | Aug 03, 2026 |
| LVZ, Inc. | History | Added to | 3,242,759 | 67,627 | 6.87% | 7.75% | 4 | +2,324 | 0.07% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | Added to | 3,042,593 | 63,453 | 0.06% | 0.06% | 5 | +291,625 | 10.6% | Q2 2026 | Aug 12, 2026 |
| Bouchey Financial Group, Ltd. | History | Added to | 2,928,857 | 61,081 | 3.95% | 2.92% | 6 | +1,040,581 | 55.11% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,873,314 | 59,922 | 0.81% | 0.9% | 7 | +98,941 | 3.57% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,676,194 | 55,812 | 0.05% | 0.05% | 8 | +239,531 | 9.83% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 2,224,625 | 45,871 | 2.4% | 1.47% | 9 | +1,232,810 | 124.3% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,169,661 | 45,248 | 0.01% | 0.0% | 10 | +2,112,476 | 3694.11% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 2,004,030 | 41,794 | 0.47% | 0.52% | 11 | +4,500 | 0.23% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,731,816 | 36,117 | 0.12% | 0.13% | 12 | +71,346 | 4.3% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | Added to | 1,713,166 | 35,748 | 0.15% | 0.16% | 13 | +215,595 | 14.4% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,537,298 | 32,060 | 0.0% | 0.0% | 14 | +971,066 | 171.5% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,525,720 | 31,819 | 0.07% | 0.08% | 15 | +53,563 | 3.64% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,507,578 | 31,442 | 0.04% | 0.04% | 16 | +292,546 | 24.08% | Q2 2026 | Aug 14, 2026 |
| Seascape Capital Management | History | Added to | 1,473,238 | 30,724 | 7.36% | 8.54% | 17 | +58,458 | 4.13% | Q2 2026 | Jul 21, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 1,418,530 | 29,583 | 6.39% | 5.52% | 18 | +330,390 | 30.36% | Q2 2026 | Jul 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,390,006 | 28,988 | 0.02% | 0.02% | 19 | +156,918 | 12.73% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 1,239,068 | 25,840 | 1.22% | 1.33% | 20 | +34,249 | 2.84% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,237,110 | 25,800 | 0.24% | 0.24% | 21 | +94,134 | 8.24% | Q2 2026 | Jul 24, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 1,204,179 | 25,113 | 0.99% | 1.11% | 22 | +44,581 | 3.84% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,153,269 | 24,051 | 0.05% | 0.05% | 23 | +196,617 | 20.55% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,133,034 | 23,629 | 0.11% | 0.1% | 24 | +72,947 | 6.88% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 991,947 | 20,687 | 1.34% | 1.54% | 25 | +32,759 | 3.42% | Q2 2026 | Jul 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 954,758 | 19,911 | 0.29% | 0.42% | 26 | -284,452 | -22.95% | Q2 2026 | Jul 15, 2026 |
| Wealth Intelligence, LLC | History | Reduced | 895,036 | 18,665 | 8.67% | 9.5% | 27 | -47,144 | -5.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 865,944 | 18,059 | 0.05% | 0.06% | 28 | +126,741 | 17.15% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 822,954 | 17,162 | 0.02% | 0.02% | 29 | +102,911 | 14.29% | Q2 2026 | Jul 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 806,567 | 16,820 | 0.31% | 0.01% | 30 | +793,230 | 5947.59% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 805,157 | 16,791 | 0.16% | 0.0% | 31 | +791,820 | 5937.02% | Q2 2026 | Aug 14, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 787,315 | 16,419 | 4.38% | 5.12% | 32 | +31,579 | 4.18% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Added to | 743,446 | 15,504 | 0.03% | 0.03% | 33 | +79,916 | 12.04% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | Added to | 660,774 | 13,780 | 0.09% | 0.36% | 34 | +57,008 | 9.44% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 587,049 | 12,242 | 0.07% | 0.07% | 35 | +49,651 | 9.24% | Q2 2026 | Aug 17, 2026 |
| APS Management Group, Inc. | History | Added to | 553,470 | 11,542 | 8.87% | 9.14% | 36 | +44,146 | 8.67% | Q2 2026 | Jul 10, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 544,300 | 11,351 | 4.4% | 4.23% | 37 | -28,500 | -4.98% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 524,977 | 10,948 | 0.0% | 0.0% | 38 | +36,388 | 7.45% | Q2 2026 | Aug 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 512,764 | 10,693 | 0.88% | 1.13% | 39 | +2,280 | 0.45% | Q2 2026 | Jul 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 506,037 | 10,553 | 0.95% | 1.08% | 40 | +16,706 | 3.41% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 488,930 | 10,196 | 0.17% | 0.19% | 41 | +44,160 | 9.93% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 436,038 | 9,093 | 0.26% | 0.34% | 42 | -77,694 | -15.12% | Q2 2026 | Jul 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 424,100 | 8,844 | 0.07% | 0.07% | 43 | +26,917 | 6.78% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 415,207 | 8,659 | 1.22% | 0.97% | 44 | +115,164 | 38.38% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 409,143 | 8,532 | 0.07% | 0.08% | 45 | +45,831 | 12.61% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 406,263 | 8,472 | 0.16% | 0.21% | 46 | -30,882 | -7.06% | Q2 2026 | Jul 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 395,051 | 8,238 | 0.91% | 0.25% | 47 | +297,975 | 306.95% | Q2 2026 | Jul 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 393,102 | 8,198 | 2.47% | 2.22% | 48 | +88,590 | 29.09% | Q2 2026 | Jul 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 383,230 | 7,992 | 2.25% | 1.84% | 49 | +103,586 | 37.04% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 361,995 | 7,549 | 0.16% | 0.18% | 50 | -239 | -0.07% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 353,922 | 7,381 | 0.19% | 0.13% | 51 | +128,447 | 56.97% | Q2 2026 | Aug 07, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 352,867 | 7,359 | 5.94% | 6.22% | 52 | +22,194 | 6.71% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 344,495 | 7,184 | 0.43% | 0.37% | 53 | -113,990 | -24.86% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 332,441 | 6,933 | 0.13% | 0.14% | 54 | +16,803 | 5.32% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 310,804 | 6,481 | 0.01% | 0.01% | 55 | +86,389 | 38.5% | Q2 2026 | Aug 13, 2026 |
| Brendel Financial Advisors LLC | History | Added to | 270,749 | 5,646 | 2.61% | 2.79% | 56 | +1,965 | 0.73% | Q2 2026 | Jul 31, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 259,086 | 5,403 | 3.35% | 3.3% | 57 | +32,649 | 14.42% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 249,548 | 5,204 | 0.03% | 0.04% | 58 | +11,443 | 4.81% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 246,781 | 5,146 | 0.02% | 0.03% | 59 | +12,848 | 5.49% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 242,624 | 5,059 | 0.12% | 0.14% | 60 | -2,100 | -0.86% | Q2 2026 | Aug 13, 2026 |
| Sun Financial Inc | History | Added to | 245,184 | 5,040 | 2.38% | 2.55% | 61 | +1,583 | 0.65% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 236,866 | 4,931 | 0.24% | 0.24% | 62 | +24,031 | 11.29% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 235,889 | 4,919 | 0.05% | 0.06% | 63 | +16,741 | 7.64% | Q2 2026 | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 208,786 | 4,354 | 1.06% | 1.06% | 64 | +34,770 | 19.98% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 206,711 | 4,310 | 0.03% | 0.04% | 65 | -3,910 | -1.86% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 206,317 | 4,302 | 0.03% | 0.03% | 66 | +30,339 | 17.24% | Q2 2026 | Jul 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 197,652 | 4,122 | 0.11% | 0.16% | 67 | -71,153 | -26.47% | Q2 2026 | Jul 07, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 178,704 | 3,726 | 0.42% | 0.46% | 68 | -13,323 | -6.94% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 170,836 | 3,562 | 0.03% | 0.04% | 69 | -1,407 | -0.82% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 168,379 | 3,511 | 0.04% | 0.04% | 70 | +16,276 | 10.7% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 165,810 | 3,457 | 0.07% | 0.08% | 71 | +8,152 | 5.17% | Q2 2026 | Jul 29, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 156,745 | 3,268 | 1.07% | 1.16% | 72 | +6,320 | 4.2% | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 145,410 | 3,032 | 0.01% | 0.02% | 73 | +9,288 | 6.82% | Q2 2026 | Jul 20, 2026 |
| NewEdge Wealth, LLC | History | Added to | 142,922 | 2,980 | 0.03% | 0.03% | 74 | +37,808 | 35.97% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 141,034 | 2,941 | 0.04% | 0.03% | 75 | +37,544 | 36.28% | Q2 2026 | Aug 18, 2026 |
| Summit Financial, LLC | History | Reduced | 130,295 | 2,717 | 0.03% | 0.04% | 76 | -4,024 | -3.0% | Q2 2026 | Aug 12, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 129,362 | 2,697 | 0.79% | 1.08% | 77 | -39,562 | -23.42% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | Added to | 125,602 | 2,619 | 0.04% | 0.02% | 78 | +63,851 | 103.4% | Q2 2026 | Jul 15, 2026 |
| BAM Wealth Management, LLC | History | Added to | 122,689 | 2,558 | 1.6% | 1.35% | 79 | +36,505 | 42.36% | Q2 2026 | Jul 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 119,800 | 2,498 | 0.04% | 0.03% | 80 | +36,213 | 43.32% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Reduced | 112,996 | 2,356 | 0.07% | 0.09% | 81 | -11,138 | -8.97% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 111,439 | 2,324 | 0.0% | 0.0% | 82 | +46,763 | 72.3% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 110,137 | 2,296 | 0.0% | 0.0% | 83 | -1,082,026 | -90.76% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 109,853 | 2,290 | 0.0% | — | 84 | +109,853 | New | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 102,534 | 2,125 | 0.2% | 0.14% | 86 | +46,872 | 84.21% | Q2 2026 | Jul 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 101,909 | 2,125 | 0.2% | 0.22% | 85 | +7,397 | 7.83% | Q2 2026 | Aug 14, 2026 |
| Providence First Trust Co | History | New | 97,322 | 2,029 | 0.57% | — | 87 | +97,322 | New | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 90,100 | 1,879 | 0.03% | 0.03% | 88 | +593 | 0.66% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 89,796 | 1,872 | 0.03% | — | 89 | +89,796 | New | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 89,149 | 1,859 | 0.01% | 0.02% | 90 | -129,562 | -59.24% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | Added to | 84,467 | 1,761 | 0.02% | 0.02% | 91 | +3,113 | 3.83% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 84,255 | 1,757 | 0.01% | 0.02% | 92 | +4,226 | 5.28% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 82,790 | 1,726 | 0.72% | 0.77% | 93 | +4,546 | 5.81% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 81,357 | 1,696 | 0.59% | 0.64% | 94 | +1,412 | 1.77% | Q2 2026 | Jul 21, 2026 |
| Altium Investment Strategies LLC | History | Added to | 79,347 | 1,644 | 2.37% | 3.44% | 95 | +23,685 | 42.55% | Q2 2026 | Jul 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 77,337 | 1,612 | 0.11% | 0.13% | 96 | -1,199 | -1.53% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | New | 75,815 | 1,581 | 0.06% | — | 97 | +75,815 | New | Q2 2026 | Aug 13, 2026 |
| OneAscent Wealth Management LLC | History | New | 74,750 | 1,558 | 0.46% | — | 98 | +74,750 | New | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | Added to | 68,838 | 1,435 | 0.23% | 0.33% | 99 | +1,155 | 1.71% | Q2 2026 | Aug 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 66,372 | 1,384 | 0.06% | 0.04% | 100 | +1,981 | 3.08% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 64,284 | 1,340 | 0.21% | 0.18% | 101 | +15,639 | 32.15% | Q2 2026 | Aug 17, 2026 |
| Quadrature Capital Ltd | History | New | 64,017 | 1,335 | 0.01% | — | 102 | +64,017 | New | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 62,700 | 1,307 | 0.71% | 1.03% | 103 | +1,704 | 2.79% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 60,162 | 1,254 | 0.02% | 0.02% | 104 | +5,312 | 9.68% | Q2 2026 | Jul 22, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 58,956 | 1,229 | 0.68% | 0.99% | 105 | -13,514 | -18.65% | Q2 2026 | Jul 13, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 1,127 | 1,200 | 0.51% | — | 106 | +1,127 | New | Q2 2026 | Aug 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 54,875 | 1,144 | 0.79% | 0.51% | 107 | +24,275 | 79.33% | Q2 2026 | Jul 24, 2026 |
| Brookstone Capital Management | History | New | 52,075 | 1,086 | 0.01% | — | 108 | +52,075 | New | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | Added to | 50,134 | 1,046 | 0.02% | 0.02% | 109 | +3,467 | 7.43% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 48,896 | 1,019 | 0.32% | 0.29% | 110 | +6,346 | 14.91% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | New | 47,932 | 999 | 0.02% | — | 111 | +47,932 | New | Q2 2026 | Aug 05, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 46,523 | 970 | 0.09% | 0.12% | 112 | -832 | -1.76% | Q2 2026 | Jul 29, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 44,769 | 933 | 0.17% | 0.2% | 113 | +597 | 1.35% | Q2 2026 | Aug 05, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 41,264 | 860 | 0.44% | 0.5% | 114 | +1,634 | 4.12% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 40,595 | 846 | 0.03% | 0.03% | 115 | +2,524 | 6.63% | Q2 2026 | Jul 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 38,800 | 809 | 0.12% | 0.12% | 116 | +507 | 1.32% | Q2 2026 | Aug 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 37,716 | 786 | 0.21% | 0.23% | 117 | +1,360 | 3.74% | Q2 2026 | Jul 06, 2026 |
| OneAscent Financial Services LLC | History | Added to | 37,434 | 780 | 0.04% | 0.04% | 118 | +2,282 | 6.49% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 37,104 | 773 | 0.05% | 0.04% | 119 | +8,003 | 27.5% | Q2 2026 | Aug 07, 2026 |
| Omnitrust Wealth Management, Inc | History | No change | 36,901 | 773 | 1.0% | 1.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 34,969 | 729 | 0.01% | 0.01% | 121 | -843 | -2.35% | Q2 2026 | Aug 03, 2026 |
| NOVEM GROUP | History | Added to | 34,364 | 716 | 0.07% | 0.08% | 122 | +2,105 | 6.53% | Q2 2026 | Jul 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 32,098 | 669 | 0.02% | 0.02% | 123 | +6,017 | 23.07% | Q2 2026 | Jul 31, 2026 |
| Maia Wealth LLC | History | Reduced | 31,770 | 662 | 0.1% | 0.13% | 124 | -4,716 | -12.93% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 30,722 | 640 | 0.03% | 0.04% | 125 | +1,667 | 5.74% | Q2 2026 | Jul 23, 2026 |
| Faithward Advisors, LLC | History | Reduced | 29,847 | 622 | 0.08% | 0.09% | 126 | -896 | -2.91% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 28,829 | 601 | 0.01% | 0.01% | 127 | +5,805 | 25.21% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | Added to | 28,170 | 587 | 0.13% | 0.1% | 128 | +8,887 | 46.09% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,098 | 585 | 0.01% | 0.01% | 129 | +3,055 | 12.2% | Q2 2026 | Aug 03, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 27,352 | 570 | 0.22% | 0.25% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Betterment LLC | History | Added to | 26,947 | 562 | 0.0% | 0.0% | 131 | +4,152 | 18.21% | Q2 2026 | Aug 14, 2026 |
| TradeWell Securities, LLC. | History | Added to | 26,703 | 556 | 0.2% | 0.14% | 132 | +11,200 | 72.24% | Q2 2026 | Jul 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 26,164 | 545 | 0.13% | 0.16% | 133 | +348 | 1.35% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,983 | 541 | 0.0% | 0.0% | 134 | +10,740 | 70.46% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 25,031 | 522 | 0.01% | 0.01% | 135 | -282 | -1.11% | Q2 2026 | Aug 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,399 | 487 | 0.02% | 0.02% | 136 | +292 | 1.26% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 22,284 | 464 | 0.01% | 0.01% | 137 | -4,639 | -17.23% | Q2 2026 | Aug 05, 2026 |
| Synergy Investment Management, LLC | History | No change | 22,111 | 461 | 0.11% | 0.15% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Added to | 20,800 | 433 | 0.08% | 0.09% | 139 | +244 | 1.19% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,308 | 423 | 0.0% | 0.0% | 140 | +1,043 | 5.41% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,377 | 383 | 0.03% | 0.03% | 141 | +75 | 0.41% | Q2 2026 | Jul 28, 2026 |
| Harvest Investment Services, LLC | History | Added to | 18,125 | 378 | 0.06% | 0.04% | 142 | +7,831 | 76.07% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 17,481 | 364 | 0.08% | 0.09% | 143 | +674 | 4.01% | Q2 2026 | Jul 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 16,311 | 340 | 0.01% | 0.02% | 144 | +779 | 5.02% | Q2 2026 | Aug 06, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 15,319 | 319 | 0.03% | 0.04% | 145 | -1,746 | -10.23% | Q2 2026 | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 14,396 | 300 | 0.04% | 0.04% | 146 | +2,377 | 19.78% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,642 | 284 | 0.01% | 0.01% | 147 | +3,391 | 33.08% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 13,567 | 282 | 0.12% | 0.14% | 148 | +525 | 4.03% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,332 | 278 | 0.01% | 0.01% | 149 | +1,032 | 8.39% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 13,253 | 276 | 0.0% | 0.0% | 150 | +7,923 | 148.65% | Q2 2026 | Jul 27, 2026 |
| KKM Financial LLC | History | New | 12,572 | 262 | 0.04% | — | 151 | +12,572 | New | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Added to | 12,012 | 250 | 0.01% | 0.01% | 152 | +1,846 | 18.16% | Q2 2026 | Aug 03, 2026 |
| EdgeRock Capital LLC | History | Added to | 11,471 | 239 | 0.05% | 0.06% | 153 | +255 | 2.27% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Services | History | Added to | 10,914 | 227 | 0.06% | 0.06% | 154 | +929 | 9.3% | Q2 2026 | Aug 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 10,630 | 221 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 9,913 | 206 | 0.09% | — | 156 | +9,913 | New | Q2 2026 | Jul 30, 2026 |
| Maridea Wealth Management LLC | History | New | 9,607 | 200 | 0.02% | — | 158 | +9,607 | New | Q2 2026 | Aug 06, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 9,624 | 200 | 0.03% | 0.04% | 157 | -300 | -3.02% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 9,048 | 189 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 7,882 | 164 | 0.05% | 0.06% | 160 | +69 | 0.88% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,031 | 146 | 0.0% | 0.0% | 161 | +2,927 | 71.32% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,436 | 134 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,789 | 120 | 0.01% | 0.03% | 163 | -5,695 | -49.59% | Q2 2026 | Jul 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,613 | 117 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,335 | 111 | 0.01% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 4,347 | 90 | 0.0% | — | 166 | +4,347 | New | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 3,570 | 74 | 0.06% | 0.06% | 167 | +73 | 2.09% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | Added to | 3,124 | 65 | 0.03% | 0.03% | 168 | +276 | 9.69% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,947 | 61 | 0.01% | — | 169 | +2,947 | New | Q2 2026 | Aug 13, 2026 |
| My Portfolio Guide, LLC | History | No change | 2,567 | 53 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Torren Management, LLC | History | Added to | 2,091 | 43 | 0.02% | 0.02% | 171 | +25 | 1.21% | Q2 2026 | Jul 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,038 | 42 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,786 | 37 | 0.0% | 0.0% | 173 | +71 | 4.14% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,563 | 32 | 0.0% | 0.0% | 174 | +97 | 6.62% | Q2 2026 | Jul 21, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,467 | 30 | 0.0% | — | 175 | +1,467 | New | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,358 | 28 | 0.0% | 0.0% | 176 | +718 | 112.19% | Q2 2026 | Jul 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,268 | 26 | 0.0% | — | 178 | +1,268 | New | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,251 | 26 | 0.0% | 0.0% | 177 | +11 | 0.89% | Q2 2026 | Jul 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,137 | 23 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 1,013 | 21 | 0.01% | — | 180 | +1,013 | New | Q2 2026 | Jul 28, 2026 |
| Basepoint Wealth LLC | History | New | 973 | 20 | 0.01% | — | 181 | +973 | New | Q2 2026 | Aug 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 904 | 18 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 718 | 15 | 0.0% | 0.0% | 183 | -1,944 | -73.03% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 717 | 14 | 0.0% | — | 184 | +717 | New | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 551 | 11 | 0.0% | — | 186 | +551 | New | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 542 | 11 | 0.0% | — | 185 | +542 | New | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | New | 117,703 | 9 | 0.0% | — | 187 | +117,703 | New | Q2 2026 | Aug 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 383 | 7 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 152 | 3 | 0.0% | — | 190 | +152 | New | Q2 2026 | Aug 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 170 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 126 | 2 | 0.0% | 0.0% | 191 | -238 | -65.38% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | New | 95 | 1 | 0.0% | — | 193 | +95 | New | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -376,444 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 3.62% | — | -164,390 | -100.0% | Q2 2026 | Jul 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -107,605 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -102,963 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -91,192 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -58,703 | -100.0% | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,855 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -41,569 | -100.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,323 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,471 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Management | History | Closed out | 0 | 0 | — | 0.24% | — | -9,811 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,158 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,271 | -100.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,861 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,327 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -603 | -100.0% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -334 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -324 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -57 | -98.28% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 38 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |