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 | No change | 17,077,917 | 356,159 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 7,496,453 | 156,338 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,042,795 | 105,167 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LVZ, Inc. | History | Added to | 3,253,646 | 64,226 | 6.59% | 6.87% | 4 | +10,887 | 0.34% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 3,042,593 | 63,453 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 2,928,857 | 61,081 | 3.95% | 3.95% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,873,314 | 59,922 | 0.81% | 0.81% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,676,194 | 55,812 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,224,625 | 45,871 | 2.4% | 2.4% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,169,661 | 45,248 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,004,030 | 41,794 | 0.47% | 0.47% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 1,713,166 | 35,748 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,758,741 | 34,717 | 0.1% | 0.12% | 13 | +26,925 | 1.55% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,537,298 | 32,060 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,507,578 | 31,442 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seascape Capital Management | History | No change | 1,473,238 | 30,724 | 7.36% | 7.36% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,536,417 | 30,329 | 0.07% | 0.07% | 17 | +10,697 | 0.7% | Q3 2026 | Nov 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,390,006 | 28,988 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 1,352,671 | 26,701 | 1.21% | 1.22% | 19 | +113,603 | 9.17% | Q3 2026 | Oct 16, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 1,331,992 | 26,302 | 5.42% | 6.39% | 20 | -86,538 | -6.1% | Q3 2026 | Oct 16, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,237,110 | 25,800 | 0.24% | 0.24% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,204,179 | 25,113 | 0.99% | 0.99% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,153,269 | 24,051 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 1,133,034 | 23,629 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,091,935 | 22,013 | 0.28% | 0.29% | 25 | +137,177 | 14.37% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 865,944 | 18,059 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Intelligence, LLC | History | Added to | 903,374 | 17,832 | 8.54% | 8.67% | 27 | +8,338 | 0.93% | Q3 2026 | Oct 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 805,157 | 16,791 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 830,038 | 16,384 | 1.09% | 1.34% | 29 | -161,909 | -16.32% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 823,290 | 16,251 | 0.02% | 0.02% | 30 | +336 | 0.04% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 808,579 | 15,961 | 0.03% | 0.03% | 31 | +65,133 | 8.76% | Q3 2026 | Oct 21, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 800,764 | 15,807 | 4.34% | 4.38% | 32 | +13,449 | 1.71% | Q3 2026 | Oct 09, 2026 |
| Arax Advisory Partners | History | No change | 660,774 | 13,780 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 587,049 | 12,242 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 544,300 | 11,351 | 4.4% | 4.4% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 557,894 | 11,012 | 0.7% | 0.88% | 36 | +45,130 | 8.8% | Q3 2026 | Oct 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 510,853 | 10,084 | 0.0% | 0.0% | 37 | -14,124 | -2.69% | Q3 2026 | Nov 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 497,054 | 9,811 | 0.16% | 0.17% | 38 | +8,124 | 1.66% | Q3 2026 | Oct 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 485,331 | 9,580 | 0.07% | 0.07% | 39 | +76,188 | 18.62% | Q3 2026 | Oct 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 466,596 | 9,210 | 0.17% | 0.16% | 40 | +60,333 | 14.85% | Q3 2026 | Oct 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 424,100 | 8,844 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 415,207 | 8,659 | 1.22% | 1.22% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 431,950 | 8,526 | 0.14% | 0.31% | 43 | -374,617 | -46.45% | Q3 2026 | Nov 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 426,077 | 8,410 | 0.24% | 0.26% | 44 | -9,961 | -2.28% | Q3 2026 | Oct 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 395,051 | 8,238 | 0.91% | 0.91% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 383,230 | 7,992 | 2.25% | 2.25% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Added to | 404,542 | 7,985 | 0.21% | 0.19% | 47 | +50,620 | 14.3% | Q3 2026 | Oct 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 361,995 | 7,549 | 0.16% | 0.16% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 377,254 | 7,446 | 5.83% | 5.94% | 49 | +24,387 | 6.91% | Q3 2026 | Oct 20, 2026 |
| APS Management Group, Inc. | History | Reduced | 368,141 | 7,267 | 5.22% | 8.87% | 50 | -185,329 | -33.48% | Q3 2026 | Oct 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 344,495 | 7,184 | 0.43% | 0.43% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 339,981 | 6,711 | 0.11% | 0.13% | 52 | +7,540 | 2.27% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 310,804 | 6,481 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 294,637 | 5,816 | 0.06% | 0.05% | 54 | +58,748 | 24.9% | Q3 2026 | Oct 30, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 286,903 | 5,663 | 3.5% | 3.35% | 55 | +27,817 | 10.74% | Q3 2026 | Oct 15, 2026 |
| Brendel Financial Advisors LLC | History | No change | 270,749 | 5,646 | 2.61% | 2.61% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 246,781 | 5,146 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 242,624 | 5,059 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sun Financial Inc | History | No change | 245,184 | 5,040 | 2.38% | 2.38% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 252,606 | 4,986 | 0.03% | 0.03% | 60 | +3,058 | 1.23% | Q3 2026 | Oct 26, 2026 |
| Kovack Advisors, Inc. | History | No change | 236,866 | 4,931 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 231,114 | 4,562 | 1.12% | 1.06% | 62 | +22,328 | 10.69% | Q3 2026 | Oct 19, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 206,711 | 4,310 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 205,060 | 4,047 | 1.18% | 2.47% | 64 | -188,042 | -47.84% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 195,697 | 3,863 | 0.03% | 0.03% | 65 | -10,620 | -5.15% | Q3 2026 | Oct 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 190,660 | 3,763 | 0.37% | 0.95% | 66 | -315,377 | -62.32% | Q3 2026 | Oct 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 189,424 | 3,739 | 0.1% | 0.11% | 67 | -8,228 | -4.16% | Q3 2026 | Oct 13, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 177,478 | 3,503 | 0.39% | 0.42% | 68 | -1,226 | -0.69% | Q3 2026 | Oct 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 175,110 | 3,456 | 0.03% | 0.03% | 69 | +4,274 | 2.5% | Q3 2026 | Oct 20, 2026 |
| Atria Investments, Inc | History | Added to | 170,960 | 3,374 | 0.03% | 0.04% | 70 | +2,581 | 1.53% | Q3 2026 | Oct 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 169,352 | 3,350 | 3.72% | — | 71 | +169,352 | New | Q3 2026 | Oct 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 169,154 | 3,339 | 0.07% | 0.07% | 72 | +3,344 | 2.02% | Q3 2026 | Nov 02, 2026 |
| RFG Advisory, LLC | History | Added to | 168,336 | 3,322 | 0.05% | 0.04% | 73 | +42,734 | 34.02% | Q3 2026 | Nov 03, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 156,745 | 3,268 | 1.07% | 1.07% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 145,410 | 3,032 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NewEdge Wealth, LLC | History | No change | 142,922 | 2,980 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 141,034 | 2,941 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BAM Wealth Management, LLC | History | Added to | 144,038 | 2,843 | 1.54% | 1.6% | 78 | +21,349 | 17.4% | Q3 2026 | Oct 15, 2026 |
| Summit Financial, LLC | History | No change | 130,295 | 2,717 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 119,800 | 2,498 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 111,439 | 2,324 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 110,137 | 2,296 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 109,853 | 2,290 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 110,623 | 2,195 | 0.19% | 0.2% | 84 | +8,089 | 7.89% | Q3 2026 | Oct 20, 2026 |
| D.A. DAVIDSON & CO. | History | New | 107,938 | 2,130 | 0.01% | — | 85 | +107,938 | New | Q3 2026 | Oct 27, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 101,909 | 2,125 | 0.2% | 0.2% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 106,727 | 2,106 | 0.06% | 0.07% | 87 | -6,269 | -5.55% | Q3 2026 | Oct 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 99,498 | 1,964 | 0.03% | 0.03% | 88 | +9,398 | 10.43% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 89,796 | 1,872 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 89,149 | 1,859 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | No change | 84,467 | 1,761 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 84,255 | 1,757 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 82,790 | 1,726 | 0.72% | 0.72% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 81,357 | 1,696 | 0.59% | 0.59% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 77,337 | 1,612 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 75,815 | 1,581 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altium Investment Strategies LLC | History | No change | 79,347 | 1,575 | 1.8% | 2.37% | 97 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| OneAscent Wealth Management LLC | History | No change | 74,750 | 1,558 | 0.46% | 0.46% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | No change | 68,838 | 1,435 | 0.23% | 0.23% | 99 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 71,118 | 1,403 | 0.21% | 0.21% | 100 | +6,834 | 10.63% | Q3 2026 | Oct 20, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 66,372 | 1,384 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 64,017 | 1,335 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 65,280 | 1,288 | 0.6% | 0.71% | 103 | +2,580 | 4.11% | Q3 2026 | Nov 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 65,182 | 1,286 | 0.87% | 0.79% | 104 | +10,307 | 18.78% | Q3 2026 | Oct 09, 2026 |
| Nova Wealth Management, Inc. | History | No change | 58,956 | 1,229 | 0.68% | 0.68% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 60,889 | 1,201 | 0.01% | 0.02% | 106 | +727 | 1.21% | Q3 2026 | Oct 23, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 1,127 | 1,200 | 0.51% | 0.51% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 53,809 | 1,062 | 0.07% | — | 108 | +53,809 | New | Q3 2026 | Oct 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 53,342 | 1,052 | 0.05% | 0.03% | 109 | +22,620 | 73.63% | Q3 2026 | Oct 22, 2026 |
| World Investment Advisors | History | No change | 50,134 | 1,046 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TradeWell Securities, LLC. | History | Added to | 51,732 | 1,021 | 0.35% | 0.2% | 111 | +25,029 | 93.73% | Q3 2026 | Oct 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 51,682 | 1,020 | 0.03% | 0.02% | 112 | +19,584 | 61.01% | Q3 2026 | Oct 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 48,896 | 1,019 | 0.32% | 0.32% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 50,666 | 1,000 | 0.0% | 0.0% | 114 | +30,358 | 149.49% | Q3 2026 | Oct 30, 2026 |
| Signature Equity Partners, LLC | History | Added to | 49,436 | 975 | 0.34% | 0.03% | 115 | +46,312 | 1482.46% | Q3 2026 | Oct 29, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 46,523 | 970 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Americana Partners, LLC | History | Added to | 48,491 | 957 | 0.02% | 0.02% | 117 | +559 | 1.17% | Q3 2026 | Oct 28, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 46,743 | 924 | 0.17% | 0.17% | 118 | +1,974 | 4.41% | Q3 2026 | Nov 03, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 46,550 | 918 | 0.25% | 0.21% | 119 | +8,834 | 23.42% | Q3 2026 | Oct 02, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 41,264 | 860 | 0.44% | 0.44% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | No change | 40,595 | 846 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOVEM GROUP | History | Added to | 41,314 | 815 | 0.08% | 0.07% | 122 | +6,950 | 20.22% | Q3 2026 | Oct 19, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 38,800 | 809 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARWA LLC | History | New | 40,522 | 804 | 0.3% | — | 124 | +40,522 | New | Q3 2026 | Oct 21, 2026 |
| Brookstone Capital Management | History | Reduced | 39,994 | 789 | 0.01% | 0.01% | 125 | -12,081 | -23.2% | Q3 2026 | Oct 22, 2026 |
| OneAscent Financial Services LLC | History | No change | 37,434 | 780 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 37,104 | 773 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 36,291 | 716 | 0.84% | — | 128 | +36,291 | New | Q3 2026 | Nov 02, 2026 |
| Ignite Planners, LLC | History | New | 33,471 | 677 | 0.09% | — | 129 | +33,471 | New | Q3 2026 | Oct 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 31,999 | 631 | 0.01% | 0.01% | 130 | -2,970 | -8.49% | Q3 2026 | Oct 26, 2026 |
| Faithward Advisors, LLC | History | No change | 29,847 | 622 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 28,829 | 601 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 28,170 | 587 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 28,098 | 585 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 28,770 | 567 | 0.14% | 0.13% | 135 | +2,606 | 9.96% | Q3 2026 | Oct 29, 2026 |
| Betterment LLC | History | No change | 26,947 | 562 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | Reduced | 27,526 | 543 | 0.07% | 0.1% | 137 | -4,244 | -13.36% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 25,983 | 541 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 27,352 | 539 | 0.18% | 0.22% | 139 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 25,031 | 522 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 26,321 | 519 | 0.01% | 0.0% | 141 | +13,068 | 98.6% | Q3 2026 | Oct 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 25,367 | 500 | 0.04% | 0.03% | 142 | +6,990 | 38.04% | Q3 2026 | Oct 20, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 23,399 | 487 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 22,644 | 472 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Synergy Investment Management, LLC | History | No change | 22,111 | 461 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 22,622 | 446 | 0.01% | 0.01% | 146 | +338 | 1.52% | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | Added to | 20,883 | 412 | 0.06% | 0.08% | 147 | +83 | 0.4% | Q3 2026 | Nov 05, 2026 |
| Harvest Investment Services, LLC | History | No change | 18,125 | 378 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 18,436 | 363 | 0.08% | 0.08% | 149 | +955 | 5.46% | Q3 2026 | Oct 08, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 16,284 | 321 | 0.01% | 0.01% | 150 | -27 | -0.17% | Q3 2026 | Oct 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 16,187 | 319 | 0.03% | 0.03% | 151 | +868 | 5.67% | Q3 2026 | Oct 16, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 15,749 | 310 | 0.17% | — | 152 | +15,749 | New | Q3 2026 | Oct 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 14,396 | 300 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,642 | 284 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 13,567 | 282 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 13,849 | 281 | 0.01% | — | 156 | +13,849 | New | Q3 2026 | Nov 03, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,332 | 278 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | Added to | 13,668 | 269 | 0.01% | 0.01% | 158 | +1,656 | 13.79% | Q3 2026 | Oct 30, 2026 |
| Boyer Financial Services, Inc. | History | New | 13,451 | 265 | 0.21% | — | 159 | +13,451 | New | Q3 2026 | Oct 23, 2026 |
| KKM Financial LLC | History | No change | 12,572 | 262 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EdgeRock Capital LLC | History | Added to | 11,604 | 229 | 0.05% | 0.05% | 161 | +133 | 1.16% | Q3 2026 | Nov 03, 2026 |
| Keystone Financial Services | History | No change | 10,914 | 227 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 10,630 | 221 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Adelphi Trust Co | History | New | 11,123 | 219 | 0.14% | — | 164 | +11,123 | New | Q3 2026 | Oct 05, 2026 |
| WEDBUSH SECURITIES INC | History | New | 10,678 | 211 | 0.01% | — | 165 | +10,678 | New | Q3 2026 | Oct 22, 2026 |
| ABLE Financial Group, LLC | History | Added to | 10,558 | 208 | 0.03% | 0.03% | 166 | +934 | 9.7% | Q3 2026 | Oct 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 10,437 | 206 | 0.03% | — | 167 | +10,437 | New | Q3 2026 | Oct 26, 2026 |
| Maridea Wealth Management LLC | History | No change | 9,607 | 200 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 10,056 | 198 | 0.08% | 0.09% | 169 | +143 | 1.44% | Q3 2026 | Oct 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,731 | 192 | 0.01% | 0.0% | 170 | +7,945 | 444.85% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,479 | 147 | 0.0% | 0.0% | 171 | +448 | 6.37% | Q3 2026 | Nov 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,436 | 134 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 5,657 | 111 | 0.03% | 0.05% | 173 | -2,225 | -28.23% | Q3 2026 | Oct 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,335 | 111 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,613 | 110 | 0.11% | 0.12% | 175 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,673 | 92 | 0.01% | 0.01% | 176 | -1,116 | -19.28% | Q3 2026 | Nov 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,347 | 90 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 4,318 | 85 | 0.05% | — | 178 | +4,318 | New | Q3 2026 | Oct 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 3,639 | 71 | 0.05% | 0.06% | 179 | +69 | 1.93% | Q3 2026 | Nov 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 3,373 | 66 | 0.01% | 0.0% | 180 | +2,105 | 166.01% | Q3 2026 | Oct 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,947 | 61 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,038 | 42 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,563 | 30 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 1,494 | 29 | 0.0% | 0.0% | 184 | +27 | 1.84% | Q3 2026 | Oct 28, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,266 | 25 | 0.0% | 0.0% | 185 | +15 | 1.2% | Q3 2026 | Nov 03, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,137 | 23 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basepoint Wealth LLC | History | No change | 973 | 20 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 904 | 18 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 718 | 15 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 717 | 14 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 542 | 11 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 551 | 11 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 117,703 | 9 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 383 | 7 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Ascentis Independent Advisors | History | New | 299 | 5 | 0.0% | — | 195 | +299 | New | Q3 2026 | Nov 03, 2026 |
| CX Institutional | History | New | 227 | 4 | 0.0% | — | 196 | +227 | New | Q3 2026 | Oct 02, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 158 | 3 | 0.0% | 0.0% | 197 | +6 | 3.95% | Q3 2026 | Nov 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 140 | 2 | 0.0% | 0.0% | 199 | -30 | -17.65% | Q3 2026 | Oct 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 126 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -129,362 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.57% | — | -97,322 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,091 | -100.0% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,358 | -100.0% | Q3 2026 | Nov 02, 2026 |
| LFA - Lugano Financial Advisors SA | History | Closed out | 0 | 0 | — | 0.01% | — | -1,013 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Oct 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Strive Financial Group ,LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |