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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | No change | 15,937 | 338,346 | 4.1% | 4.1% | 1 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 15,062,105 | 315,701 | 0.08% | 0.07% | 2 | +2,648,647 | 21.34% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 6,974,925 | 146,194 | 0.01% | 0.01% | 3 | +771,721 | 12.44% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,133,007 | 107,587 | 0.03% | 0.03% | 4 | +506,592 | 10.95% | Q1 2026 | May 04, 2026 |
| LVZ, Inc. | History | Added to | 3,240,435 | 67,919 | 7.75% | 7.35% | 5 | +142,672 | 4.61% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,774,373 | 58,150 | 0.9% | 0.43% | 6 | +1,781,849 | 179.53% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,750,968 | 57,660 | 0.06% | 0.05% | 7 | +643,247 | 30.52% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,436,663 | 51,072 | 0.05% | 0.04% | 8 | +298,640 | 13.97% | Q1 2026 | May 12, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 2,231,568 | 47,376 | 8.93% | 8.93% | 9 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,999,530 | 41,910 | 0.52% | 0.33% | 10 | +738,861 | 58.61% | Q1 2026 | Apr 28, 2026 |
| Bouchey Financial Group Ltd | History | New | 1,888,276 | 39,767 | 2.92% | — | 11 | +1,888,276 | New | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,660,470 | 34,803 | 0.13% | 0.14% | 12 | +6,795 | 0.41% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 1,497,571 | 31,381 | 0.16% | 0.15% | 13 | +154,324 | 11.49% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,472,157 | 30,856 | 0.08% | 0.07% | 14 | +250,966 | 20.55% | Q1 2026 | Apr 30, 2026 |
| Seascape Capital Management | History | Reduced | 1,414,780 | 29,654 | 8.54% | 8.63% | 15 | -15,173 | -1.06% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,239,210 | 25,976 | 0.42% | 0.37% | 16 | +171,073 | 16.02% | Q1 2026 | Apr 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,233,088 | 25,845 | 0.02% | 0.01% | 17 | +385,152 | 45.42% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,215,032 | 25,467 | 0.04% | 0.03% | 18 | +103,217 | 9.28% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 1,204,819 | 25,253 | 1.33% | 1.12% | 19 | +225,805 | 23.06% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,192,163 | 24,987 | 0.0% | 0.0% | 20 | +1,088,702 | 1052.28% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,142,976 | 23,957 | 0.24% | 0.19% | 21 | +327,895 | 40.23% | Q1 2026 | May 12, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 1,088,140 | 22,807 | 5.52% | 3.02% | 22 | +549,966 | 102.19% | Q1 2026 | Apr 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,066,949 | 22,651 | 1.05% | 1.05% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,060,087 | 22,219 | 0.1% | 0.1% | 24 | +101,604 | 10.6% | Q1 2026 | Apr 24, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 991,815 | 20,788 | 1.47% | 2.76% | 25 | +60,375 | 6.48% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 959,188 | 20,104 | 1.54% | 1.18% | 26 | +228,521 | 31.28% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 956,652 | 20,051 | 0.05% | 0.02% | 27 | +496,178 | 107.75% | Q1 2026 | Apr 22, 2026 |
| Wealth Intelligence, LLC | History | New | 942,180 | 19,748 | 9.5% | — | 28 | +942,180 | New | Q1 2026 | Apr 15, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 755,736 | 15,840 | 5.12% | 3.48% | 29 | +214,538 | 39.64% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 739,203 | 15,493 | 0.06% | 0.02% | 30 | +517,799 | 233.87% | Q1 2026 | Jun 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 720,043 | 15,092 | 0.02% | 0.01% | 31 | +453,120 | 169.76% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 663,530 | 13,907 | 0.03% | 0.03% | 32 | +29,102 | 4.59% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 603,766 | 12,654 | 0.36% | 0.34% | 33 | +61,002 | 11.24% | Q1 2026 | May 13, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 572,800 | 12,005 | 4.23% | 2.36% | 34 | +32,651 | 6.04% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 566,232 | 11,868 | 0.0% | 0.0% | 35 | +120,604 | 27.06% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 537,398 | 11,408 | 0.07% | 0.08% | 36 | -29,120 | -5.14% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 513,732 | 10,767 | 0.34% | 0.04% | 37 | +453,370 | 751.09% | Q1 2026 | Apr 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 510,484 | 10,709 | 1.13% | 0.57% | 38 | +308,541 | 152.79% | Q1 2026 | Apr 23, 2026 |
| APS Management Group, Inc. | History | Added to | 509,324 | 10,675 | 9.14% | 7.87% | 39 | +76,486 | 17.67% | Q1 2026 | Apr 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 489,331 | 10,256 | 1.08% | 1.09% | 40 | +15,722 | 3.32% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 488,589 | 10,240 | 0.0% | 0.0% | 41 | +8,701 | 1.81% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 458,485 | 9,609 | 0.37% | 0.41% | 42 | +285,644 | 165.26% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 444,770 | 9,322 | 0.19% | 0.15% | 43 | +105,498 | 31.1% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 437,145 | 9,162 | 0.21% | 0.04% | 44 | +350,521 | 404.65% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 397,183 | 8,324 | 0.07% | 0.06% | 45 | +16,603 | 4.36% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 376,444 | 7,890 | 0.01% | 0.0% | 46 | +196,001 | 108.62% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 363,312 | 7,615 | 0.08% | 0.08% | 47 | +17,222 | 4.98% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 362,234 | 7,592 | 0.18% | 0.12% | 48 | +124,049 | 52.08% | Q1 2026 | May 15, 2026 |
| AIFG Consultants Ltd. | History | No change | 332,811 | 7,065 | 12.13% | 12.13% | 49 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 330,673 | 6,930 | 6.22% | 4.08% | 50 | +135,795 | 69.68% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 315,638 | 6,615 | 0.14% | 0.11% | 51 | +83,806 | 36.15% | Q1 2026 | Apr 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 304,512 | 6,382 | 2.22% | 2.09% | 52 | +32,327 | 11.88% | Q1 2026 | Apr 15, 2026 |
| SageGuard Financial Group, LLC | History | New | 300,043 | 6,288 | 0.97% | — | 53 | +300,043 | New | Q1 2026 | Apr 23, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 279,644 | 5,861 | 1.84% | 1.82% | 54 | +10,070 | 3.74% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | New | 268,805 | 5,634 | 0.16% | — | 55 | +268,805 | New | Q1 2026 | Apr 09, 2026 |
| Brendel Financial Advisors LLC | History | New | 268,784 | 5,633 | 2.79% | — | 56 | +268,784 | New | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 244,724 | 5,129 | 0.14% | 0.09% | 57 | +82,452 | 50.81% | Q1 2026 | May 14, 2026 |
| Sun Financial Inc | History | Added to | 243,601 | 5,086 | 2.55% | 2.72% | 58 | +13,961 | 6.08% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 238,105 | 4,991 | 0.04% | 0.03% | 59 | +79,877 | 50.48% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 233,933 | 4,903 | 0.03% | 0.03% | 60 | +17,456 | 8.06% | Q1 2026 | May 05, 2026 |
| Aureum Wealth Management, LLC | History | New | 226,437 | 4,746 | 3.3% | — | 61 | +226,437 | New | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 225,475 | 4,725 | 0.13% | 0.14% | 62 | -18,721 | -7.67% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 224,415 | 4,703 | 0.01% | 0.0% | 63 | +223,029 | 16091.56% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 219,148 | 4,593 | 0.06% | 0.05% | 64 | +39,475 | 21.97% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 218,711 | 4,584 | 0.02% | 0.03% | 65 | +8,226 | 3.91% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 212,835 | 4,456 | 0.24% | 0.09% | 66 | +121,885 | 134.01% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 210,621 | 4,414 | 0.04% | 0.04% | 67 | +40,876 | 24.08% | Q1 2026 | May 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 192,027 | 4,024 | 0.46% | 0.71% | 68 | -96,210 | -33.38% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 175,978 | 3,684 | 0.03% | 0.02% | 69 | +109,341 | 164.08% | Q1 2026 | Apr 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 174,016 | 3,647 | 1.06% | 0.92% | 70 | +28,470 | 19.56% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 172,243 | 3,610 | 0.04% | 0.04% | 71 | +1,543 | 0.9% | Q1 2026 | May 08, 2026 |
| Ferguson Shapiro LLC | History | Added to | 168,924 | 3,540 | 1.08% | 1.04% | 72 | +10,100 | 6.36% | Q1 2026 | Apr 23, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 164,390 | 3,445 | 3.62% | 3.81% | 73 | +69,428 | 73.11% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 157,658 | 3,304 | 0.08% | 0.07% | 74 | +14,306 | 9.98% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 152,103 | 3,188 | 0.04% | 0.03% | 75 | +8,861 | 6.19% | Q1 2026 | May 05, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 150,425 | 3,152 | 1.16% | 0.99% | 76 | +25,629 | 20.54% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 136,122 | 2,853 | 0.02% | 0.01% | 77 | +3,458 | 2.61% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Reduced | 134,319 | 2,815 | 0.04% | 0.04% | 78 | -5,629 | -4.02% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 124,134 | 2,601 | 0.09% | 0.08% | 79 | +4,845 | 4.06% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 107,605 | 2,255 | 0.0% | — | 80 | +107,605 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 105,114 | 2,203 | 0.03% | 0.03% | 81 | +293 | 0.28% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 103,490 | 2,169 | 0.03% | 0.06% | 82 | -80,560 | -43.77% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 102,963 | 2,158 | 0.02% | — | 83 | +102,963 | New | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 97,076 | 2,034 | 0.25% | — | 84 | +97,076 | New | Q1 2026 | May 05, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 94,512 | 1,980 | 0.22% | — | 85 | +94,512 | New | Q1 2026 | May 11, 2026 |
| Virtue Capital Management, LLC | History | New | 91,192 | 1,903 | 0.29% | — | 86 | +91,192 | New | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 89,507 | 1,876 | 0.03% | 0.03% | 87 | +9,996 | 12.57% | Q1 2026 | Apr 10, 2026 |
| BAM Wealth Management, LLC | History | Added to | 86,184 | 1,806 | 1.35% | 0.79% | 88 | +34,629 | 67.17% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 83,587 | 1,751 | 0.03% | 0.03% | 89 | +21,798 | 35.28% | Q1 2026 | May 18, 2026 |
| Composition Wealth, LLC | History | Added to | 81,354 | 1,705 | 0.02% | 0.02% | 90 | +14,693 | 22.04% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 80,029 | 1,677 | 0.02% | 0.02% | 91 | +1,611 | 2.05% | Q1 2026 | May 08, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 79,945 | 1,675 | 0.64% | 0.59% | 92 | +5,243 | 7.02% | Q1 2026 | Apr 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 78,536 | 1,646 | 0.13% | 0.13% | 93 | -561 | -0.71% | Q1 2026 | May 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 78,244 | 1,639 | 0.77% | 0.58% | 94 | +16,060 | 25.83% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 72,470 | 1,518 | 0.99% | 0.98% | 95 | +5,142 | 7.64% | Q1 2026 | Apr 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 67,683 | 1,418 | 0.33% | 0.38% | 96 | -10,394 | -13.31% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 64,676 | 1,355 | 0.0% | 0.0% | 97 | -9,753 | -13.1% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 64,391 | 1,350 | 0.04% | 0.05% | 98 | -656 | -1.01% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 61,751 | 1,294 | 0.02% | 0.02% | 99 | +9,744 | 18.74% | Q1 2026 | Apr 17, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 60,996 | 1,278 | 1.03% | 1.05% | 100 | +4,281 | 7.55% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 58,703 | 1,230 | 0.6% | 0.64% | 101 | -17,266 | -22.73% | Q1 2026 | Jun 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 57,855 | 1,212 | 0.0% | — | 102 | +57,855 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 57,185 | 1,198 | 0.0% | 0.02% | 103 | -2,226,209 | -97.5% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | New | 55,662 | 1,170 | 0.14% | — | 104 | +55,662 | New | Q1 2026 | Apr 22, 2026 |
| Altium Investment Strategies LLC | History | New | 55,662 | 1,170 | 3.44% | — | 105 | +55,662 | New | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 54,850 | 1,149 | 0.02% | 0.02% | 106 | +10,531 | 23.76% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 53,904 | 1,144 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 48,645 | 1,019 | 0.18% | 0.13% | 108 | +14,354 | 41.86% | Q1 2026 | Apr 22, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 47,355 | 992 | 0.12% | 0.13% | 109 | -802 | -1.67% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 46,667 | 978 | 0.02% | 0.02% | 110 | +2,089 | 4.69% | Q1 2026 | Apr 27, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 44,172 | 925 | 0.2% | 0.19% | 111 | +558 | 1.28% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 42,550 | 891 | 0.29% | 0.14% | 112 | +22,560 | 112.86% | Q1 2026 | Apr 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 41,569 | 871 | 0.03% | 0.03% | 113 | +3 | 0.01% | Q1 2026 | May 11, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 39,630 | 830 | 0.5% | 0.52% | 114 | +1,006 | 2.6% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 38,293 | 802 | 0.12% | 0.12% | 115 | -126 | -0.33% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 38,071 | 797 | 0.03% | 0.03% | 116 | -1,993 | -4.97% | Q1 2026 | May 13, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 36,901 | 773 | 1.0% | 1.05% | 117 | -2,219 | -5.67% | Q1 2026 | Apr 22, 2026 |
| Maia Wealth LLC | History | Reduced | 36,486 | 764 | 0.13% | 0.19% | 118 | -14,783 | -28.83% | Q1 2026 | May 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 36,356 | 762 | 0.23% | 0.24% | 119 | +801 | 2.25% | Q1 2026 | Apr 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 35,812 | 750 | 0.01% | 0.01% | 120 | +864 | 2.47% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 35,152 | 736 | 0.04% | 0.06% | 121 | +3,071 | 9.57% | Q1 2026 | Apr 21, 2026 |
| NOVEM GROUP | History | Added to | 32,259 | 676 | 0.08% | 0.03% | 122 | +20,388 | 171.75% | Q1 2026 | Apr 10, 2026 |
| Faithward Advisors, LLC | History | Added to | 30,743 | 644 | 0.09% | 0.09% | 123 | +1,198 | 4.05% | Q1 2026 | Apr 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 30,600 | 641 | 0.51% | — | 124 | +30,600 | New | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,323 | 635 | 0.0% | 0.0% | 125 | +11,729 | 63.08% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 29,101 | 609 | 0.04% | 0.02% | 126 | +14,743 | 102.68% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 29,055 | 608 | 0.04% | 0.04% | 127 | +273 | 0.95% | Q1 2026 | Apr 29, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 27,352 | 573 | 0.25% | 0.2% | 128 | +5,294 | 24.0% | Q1 2026 | May 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 26,923 | 564 | 0.01% | 0.01% | 129 | +8,480 | 45.98% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 26,081 | 546 | 0.02% | 0.02% | 130 | +2,156 | 9.01% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 25,313 | 530 | 0.01% | 0.01% | 131 | +1,458 | 6.11% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,043 | 524 | 0.01% | 0.01% | 132 | +7,307 | 41.2% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 23,107 | 484 | 0.02% | 0.02% | 133 | -1,038 | -4.3% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 23,024 | 482 | 0.01% | 0.01% | 134 | +11,907 | 107.11% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 22,795 | 478 | 0.0% | 0.0% | 135 | +2,343 | 11.46% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 22,111 | 463 | 0.15% | 0.18% | 136 | -2,136 | -8.81% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 20,556 | 430 | 0.09% | 0.13% | 137 | +1,353 | 7.05% | Q1 2026 | May 11, 2026 |
| Sequent Planning LLC | History | New | 19,283 | 404 | 0.1% | — | 138 | +19,283 | New | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,265 | 403 | 0.0% | 0.0% | 139 | +2,486 | 14.82% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | New | 18,471 | 387 | 0.0% | — | 140 | +18,471 | New | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,302 | 383 | 0.03% | 0.03% | 141 | +1,606 | 9.62% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 17,492 | 371 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 17,065 | 357 | 0.04% | 0.04% | 143 | +232 | 1.38% | Q1 2026 | Apr 22, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 16,807 | 352 | 0.09% | 0.1% | 144 | -804 | -4.57% | Q1 2026 | Apr 09, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 15,532 | 325 | 0.02% | 0.02% | 145 | -969 | -5.87% | Q1 2026 | Apr 30, 2026 |
| TradeWell Securities, LLC. | History | New | 15,503 | 324 | 0.14% | — | 146 | +15,503 | New | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | New | 15,243 | 319 | 0.0% | — | 147 | +15,243 | New | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,337 | 279 | 0.0% | 0.0% | 148 | +3,769 | 39.39% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 13,337 | 279 | 0.01% | 0.01% | 149 | +3,769 | 39.39% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 13,042 | 273 | 0.14% | 0.06% | 150 | +7,562 | 137.99% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | New | 12,300 | 257 | 0.01% | — | 151 | +12,300 | New | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 12,019 | 251 | 0.04% | 0.04% | 152 | -95 | -0.78% | Q1 2026 | May 08, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 11,773 | 249 | 0.21% | 0.21% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 11,484 | 240 | 0.03% | 0.06% | 154 | -13,932 | -54.82% | Q1 2026 | Apr 28, 2026 |
| EdgeRock Capital LLC | History | Reduced | 11,216 | 235 | 0.06% | 0.07% | 155 | -1,222 | -9.82% | Q1 2026 | Apr 16, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 10,630 | 222 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Harvest Investment Services, LLC | History | New | 10,294 | 215 | 0.04% | — | 157 | +10,294 | New | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,251 | 214 | 0.01% | 0.01% | 158 | +9 | 0.09% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 10,166 | 213 | 0.01% | 0.01% | 159 | -369 | -3.5% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services | History | New | 9,985 | 209 | 0.06% | — | 160 | +9,985 | New | Q1 2026 | May 06, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 9,924 | 208 | 0.04% | 0.05% | 161 | -1,019 | -9.31% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Management | History | New | 9,811 | 205 | 0.24% | — | 162 | +9,811 | New | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 9,158 | 191 | 0.03% | 0.03% | 163 | +2,339 | 34.3% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | No change | 9,048 | 189 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 7,813 | 163 | 0.06% | 0.05% | 165 | +972 | 14.21% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,436 | 134 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 5,613 | 117 | 0.12% | 0.02% | 167 | +4,507 | 407.5% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,330 | 111 | 0.0% | 0.0% | 168 | +1,226 | 29.87% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,335 | 111 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,104 | 86 | 0.0% | — | 170 | +4,104 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,770 | 80 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,497 | 73 | 0.06% | 0.07% | 172 | -243 | -6.5% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,848 | 59 | 0.03% | 0.03% | 173 | +40 | 1.42% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2,662 | 55 | 0.0% | — | 174 | +2,662 | New | Q1 2026 | May 15, 2026 |
| My Portfolio Guide, LLC | History | New | 2,567 | 53 | 0.03% | — | 175 | +2,567 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,271 | 47 | 0.0% | 0.0% | 176 | +240 | 11.82% | Q1 2026 | Apr 27, 2026 |
| Torren Management, LLC | History | New | 2,066 | 43 | 0.02% | — | 177 | +2,066 | New | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 2,038 | 42 | 0.0% | — | 178 | +2,038 | New | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,861 | 39 | 0.0% | — | 179 | +1,861 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,715 | 35 | 0.0% | — | 180 | +1,672 | 3888.37% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | New | 1,466 | 30 | 0.0% | — | 181 | +1,466 | New | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | New | 1,327 | 27 | 0.0% | — | 182 | +1,327 | New | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,240 | 25 | 0.0% | 0.01% | 183 | +16 | 1.31% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,137 | 23 | 0.01% | 0.01% | 184 | +325 | 40.02% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 904 | 18 | 0.01% | — | 185 | +904 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 718 | 15 | 0.0% | — | 186 | +718 | New | Q1 2026 | May 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 640 | 13 | 0.0% | 0.0% | 187 | +91 | 16.58% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | New | 603 | 12 | 0.01% | — | 188 | +603 | New | Q1 2026 | May 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 383 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | New | 334 | 7 | 0.0% | — | 192 | +334 | New | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 379 | 7 | 0.0% | 0.0% | 191 | -207 | -35.32% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 364 | 7 | 0.0% | 0.0% | 190 | +16 | 4.6% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | New | 324 | 6 | 0.0% | — | 193 | +324 | New | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 299 | 6 | 0.0% | — | 194 | +299 | New | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 170 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 58 | 1 | 0.0% | 0.0% | 196 | -43,852 | -99.87% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 57 | 1 | 0.0% | 0.0% | 197 | -235 | -80.48% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | New | 38 | 1 | 0.0% | — | 198 | +38 | New | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -127,042 | -100.0% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.24% | — | -68,998 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -61,112 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -58,677 | -100.0% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,565 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -16,952 | -100.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,343 | -100.0% | Q1 2026 | May 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,162 | -100.0% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,278 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -947 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 12, 2026 |