FIRST TRUST EXCHANGE-TRADED FUND IV - HYLS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 5,010,278 | 203,667 | 0.01% | 0.01% | 1 | -23,097 | -0.46% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 3,214,441 | 130,667 | 0.03% | 0.04% | 2 | -49,689 | -1.52% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,765,493 | 112,417 | 0.07% | 0.08% | 3 | +65,048 | 2.41% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,568,350 | 63,753 | 0.01% | 0.01% | 4 | -27,764 | -1.74% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 953,019 | 38,740 | 0.0% | 0.01% | 5 | -26,109 | -2.67% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 771,555 | 31,364 | 0.0% | 0.01% | 6 | +20,514 | 2.73% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 520,734 | 21,167 | 0.01% | 0.01% | 7 | +9,067 | 1.77% | Q2 2026 | Aug 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 413,795 | 16,820 | 1.56% | 1.24% | 8 | +498 | 0.12% | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | Reduced | 373,667 | 15,189 | 0.06% | 0.1% | 9 | -100,643 | -21.22% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 331,759 | 13,486 | 0.0% | 0.0% | 10 | +14,618 | 4.61% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 329,945 | 13,412 | 0.0% | 0.0% | 11 | -3,752 | -1.12% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 309,718 | 12,590 | 0.01% | 0.01% | 12 | +13,400 | 4.52% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 282,460 | 11,481 | 0.11% | 0.16% | 13 | -82,288 | -22.56% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 246,077 | 10,003 | 0.01% | 0.01% | 14 | +12,872 | 5.52% | Q2 2026 | Aug 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 242,086 | 9,840 | 0.28% | 0.36% | 15 | -50,868 | -17.36% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 221,451 | 9,002 | 0.02% | 0.02% | 16 | -15,660 | -6.6% | Q2 2026 | Aug 05, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 213,297 | 8,670 | 0.56% | 0.68% | 17 | -5,225 | -2.39% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 193,923 | 7,882 | 0.15% | 0.26% | 18 | -81,408 | -29.57% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 174,899 | 7,095 | 0.2% | 0.19% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 171,989 | 6,991 | 2.28% | — | 20 | +171,989 | New | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 143,718 | 5,842 | 0.0% | 0.0% | 21 | -360,264 | -71.48% | Q2 2026 | Aug 14, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 143,631 | 5,838 | 3.08% | 4.09% | 22 | -23,261 | -13.94% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 135,843 | 5,522 | 0.02% | 0.02% | 23 | -25,599 | -15.86% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 128,171 | 5,210 | 0.07% | 0.07% | 24 | +16,000 | 14.26% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 125,268 | 5,092 | 0.0% | 0.0% | 25 | -12,940 | -9.36% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 113,012 | 4,593 | 0.05% | 0.05% | 26 | +5,758 | 5.37% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 111,630 | 4,538 | 0.01% | 0.01% | 27 | -11,002 | -8.97% | Q2 2026 | Jul 27, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Added to | 101,027 | 4,106 | 1.93% | 2.04% | 28 | +4,125 | 4.26% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 99,442 | 4,042 | 0.05% | 0.05% | 29 | +4,174 | 4.38% | Q2 2026 | Aug 18, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 94,592 | 3,845 | 1.38% | 1.44% | 30 | +5,691 | 6.4% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | Added to | 92,005 | 3,740 | 0.02% | 0.01% | 31 | +85,488 | 1311.77% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 91,815 | 3,732 | 0.0% | 0.01% | 32 | -19,816 | -17.75% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 89,822 | 3,651 | 0.06% | — | 34 | +89,822 | New | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 89,822 | 3,651 | 1.0% | 1.12% | 33 | +840 | 0.94% | Q2 2026 | Jul 21, 2026 |
| Private Advisory Group LLC | History | Added to | 88,354 | 3,591 | 0.19% | 0.2% | 35 | +12,315 | 16.2% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 83,773 | 3,405 | 0.02% | 0.02% | 37 | +2,208 | 2.71% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Reduced | 83,764 | 3,405 | 0.01% | 0.01% | 36 | -947 | -1.12% | Q2 2026 | Jul 30, 2026 |
| Lido Advisors, LLC | History | Added to | 81,261 | 3,303 | 0.01% | 0.01% | 38 | +7,478 | 10.14% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 79,536 | 3,233 | 0.03% | 0.03% | 39 | +6,399 | 8.75% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 77,848 | 3,164 | 0.0% | 0.01% | 40 | -32,547 | -29.48% | Q2 2026 | Jul 29, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 73,793 | 2,999 | 0.73% | 0.76% | 41 | +9,371 | 14.55% | Q2 2026 | Jul 30, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 72,333 | 2,940 | 0.05% | — | 42 | +72,333 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 70,579 | 2,863 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 70,087 | 2,843 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hyposwiss Advisors SA | History | Added to | 67,275 | 2,734 | 2.59% | 2.16% | 45 | +13,450 | 24.99% | Q2 2026 | Jul 21, 2026 |
| Randall & Associates Wealth Management | History | Added to | 63,860 | 2,595 | 1.61% | 1.66% | 46 | +3,246 | 5.36% | Q2 2026 | Jul 27, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 59,266 | 2,409 | 1.02% | 1.56% | 47 | +10,522 | 21.59% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 57,967 | 2,349 | 0.05% | 0.05% | 48 | +5,494 | 10.47% | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 57,607 | 2,341 | 0.08% | 0.08% | 49 | +3,236 | 5.95% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 56,940 | 2,314 | 0.01% | 0.01% | 50 | -476 | -0.83% | Q2 2026 | Jul 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 56,715 | 2,305 | 0.03% | 0.04% | 51 | -1,241 | -2.14% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 55,940 | 2,273 | 0.01% | 0.01% | 52 | -12,570 | -18.35% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 52,929 | 2,152 | 0.06% | 0.07% | 53 | -7,239 | -12.03% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 50,071 | 2,035 | 0.06% | 0.08% | 54 | -869 | -1.71% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 47,570 | 1,934 | 0.02% | 0.02% | 55 | -983 | -2.02% | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 47,062 | 1,913 | 0.05% | 0.07% | 56 | -17,780 | -27.42% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,407 | 1,886 | 0.0% | 0.0% | 57 | +23,250 | 100.4% | Q2 2026 | Sep 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 45,518 | 1,850 | 0.03% | 0.03% | 58 | +5,987 | 15.15% | Q2 2026 | Jul 31, 2026 |
| Harvest Investment Services, LLC | History | Added to | 45,203 | 1,837 | 0.28% | 0.33% | 59 | +761 | 1.71% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 44,704 | 1,817 | 0.01% | 0.01% | 60 | -1,594 | -3.44% | Q2 2026 | Jul 13, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 44,335 | 1,802 | 0.68% | 0.69% | 62 | +4,823 | 12.21% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 44,341 | 1,802 | 0.01% | 0.01% | 61 | +1,125 | 2.6% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 43,951 | 1,787 | 0.07% | — | 63 | +43,951 | New | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 43,676 | 1,775 | 0.05% | 0.07% | 64 | -5,028 | -10.32% | Q2 2026 | Jul 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 40,810 | 1,658 | 0.47% | 0.51% | 65 | +970 | 2.43% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 38,397 | 1,560 | 0.02% | 0.02% | 66 | +540 | 1.43% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 37,537 | 1,525 | 0.03% | 0.02% | 67 | +22,159 | 144.1% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 37,422 | 1,521 | 0.03% | — | 68 | +37,422 | New | Q2 2026 | Jul 21, 2026 |
| Sun Financial Inc | History | Added to | 36,257 | 1,474 | 0.7% | 0.74% | 69 | +259 | 0.72% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 36,136 | 1,468 | 0.0% | 0.0% | 70 | +30,258 | 514.77% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 35,998 | 1,463 | 0.02% | 0.02% | 71 | +3,851 | 11.98% | Q2 2026 | Jul 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 35,042 | 1,424 | 0.35% | 0.34% | 72 | +5,547 | 18.81% | Q2 2026 | Aug 14, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 34,819 | 1,415 | 0.29% | — | 73 | +34,819 | New | Q2 2026 | Jul 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 34,598 | 1,406 | 0.27% | 0.28% | 74 | +681 | 2.01% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 33,783 | 1,375 | 0.07% | 0.07% | 75 | -23 | -0.07% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 33,808 | 1,374 | 0.01% | 0.01% | 76 | +4,443 | 15.13% | Q2 2026 | Jul 20, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 30,657 | 1,246 | 0.74% | 0.89% | 77 | -4,138 | -11.89% | Q2 2026 | Jul 22, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 30,319 | 1,232 | 0.21% | 0.21% | 78 | +3,766 | 14.18% | Q2 2026 | Aug 11, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 29,339 | 1,195 | 0.56% | 0.69% | 79 | -4,307 | -12.8% | Q2 2026 | Jul 15, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 27,877 | 1,133 | 1.62% | 1.94% | 80 | -109 | -0.39% | Q2 2026 | Jul 20, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 27,586 | 1,121 | 0.68% | 0.75% | 81 | -1,196 | -4.16% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 26,313 | 1,069 | 0.0% | 0.0% | 82 | +6,942 | 35.84% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,076 | 1,060 | 0.0% | 0.0% | 83 | +1,596 | 6.52% | Q2 2026 | Aug 13, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 25,531 | 1,037 | 0.63% | 0.73% | 84 | -11 | -0.04% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 24,860 | 1,010 | 0.0% | 0.0% | 85 | +77 | 0.31% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 24,515 | 996 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 23,310 | 947 | 0.03% | 0.03% | 87 | +328 | 1.43% | Q2 2026 | Aug 10, 2026 |
| Rockport Wealth LLC | History | Added to | 22,952 | 933 | 0.16% | 0.16% | 88 | +1,190 | 5.47% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 22,789 | 926 | 0.0% | 0.0% | 89 | -6,414 | -21.96% | Q2 2026 | Aug 05, 2026 |
| BAM Wealth Management, LLC | History | Added to | 22,529 | 915 | 0.57% | 0.5% | 90 | +6,073 | 36.9% | Q2 2026 | Jul 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,394 | 910 | 0.01% | 0.01% | 91 | +1,983 | 9.72% | Q2 2026 | Aug 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 19,529 | 793 | 0.3% | 0.38% | 92 | -1,657 | -7.82% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,178 | 779 | 0.01% | 0.01% | 93 | +2,357 | 14.01% | Q2 2026 | Aug 11, 2026 |
| Walker Asset Management, LLC | History | No change | 18,947 | 770 | 0.39% | 0.42% | 94 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,811 | 764 | 0.02% | 0.03% | 95 | -6,035 | -24.29% | Q2 2026 | Aug 13, 2026 |
| Providence First Trust Co | History | New | 17,815 | 724 | 0.2% | — | 96 | +17,815 | New | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Added to | 17,795 | 723 | 0.01% | 0.01% | 97 | +1,058 | 6.32% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Reduced | 17,600 | 715 | 0.0% | 0.0% | 98 | -5,062 | -22.34% | Q2 2026 | Aug 12, 2026 |
| Fairway Financial, LLC | History | Added to | 16,780 | 682 | 0.47% | 0.49% | 99 | +774 | 4.84% | Q2 2026 | Aug 03, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 16,256 | 660 | 0.11% | 0.12% | 100 | -153 | -0.93% | Q2 2026 | Aug 10, 2026 |
| Advisory Alpha, LLC | History | Reduced | 15,672 | 637 | 0.02% | 0.02% | 101 | -2,078 | -11.71% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 15,404 | 626 | 0.02% | — | 102 | +15,404 | New | Q2 2026 | Jul 07, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 15,000 | 609 | 0.28% | 0.28% | 103 | +5,000 | 50.0% | Q2 2026 | Jul 29, 2026 |
| Ramiah Investment Group | History | Reduced | 14,910 | 606 | 0.46% | 0.62% | 104 | -214 | -1.41% | Q2 2026 | Jul 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,825 | 602 | 0.02% | 0.02% | 105 | +948 | 6.83% | Q2 2026 | Aug 10, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 14,743 | 599 | 0.24% | 0.27% | 106 | +188 | 1.29% | Q2 2026 | Jul 14, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 14,272 | 580 | 0.36% | 0.42% | 107 | -1,105 | -7.19% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | Reduced | 14,161 | 575 | 0.0% | 0.0% | 108 | -24,972 | -63.81% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,734 | 558 | 0.0% | 0.0% | 109 | +2,000 | 17.04% | Q2 2026 | Aug 18, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 13,655 | 555 | 0.1% | 0.13% | 110 | -2,751 | -16.77% | Q2 2026 | Jul 24, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 13,571 | 552 | 0.35% | 0.36% | 112 | +1,343 | 10.98% | Q2 2026 | Jul 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,601 | 552 | 0.01% | 0.01% | 111 | -159 | -1.16% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,865 | 522 | 0.0% | 0.0% | 113 | -2,462 | -16.06% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,662 | 514 | 0.0% | 0.0% | 114 | -1,022 | -7.47% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 12,640 | 513 | 0.01% | 0.01% | 115 | +25 | 0.2% | Q2 2026 | Aug 06, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 12,425 | 505 | 0.16% | 0.21% | 116 | +223 | 1.83% | Q2 2026 | Aug 14, 2026 |
| APS Management Group, Inc. | History | Added to | 12,244 | 497 | 0.38% | 0.36% | 117 | +1,878 | 18.12% | Q2 2026 | Jul 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 11,591 | 471 | 0.05% | 0.06% | 118 | +13 | 0.11% | Q2 2026 | Jul 27, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 11,067 | 449 | 0.25% | 0.13% | 119 | +5,920 | 115.02% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Added to | 10,977 | 446 | 0.0% | 0.0% | 120 | +3,314 | 43.25% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 10,172 | 413 | 0.0% | 0.0% | 121 | -1,334 | -11.59% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 10,097 | 410 | 0.1% | 0.12% | 122 | -123 | -1.2% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 9,769 | 397 | 0.02% | 0.03% | 123 | -1,427 | -12.75% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,640 | 391 | 0.0% | 0.0% | 124 | +1,719 | 21.7% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,073 | 369 | 0.02% | 0.03% | 125 | -400 | -4.22% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,972 | 364 | 0.03% | 0.03% | 126 | -379 | -4.05% | Q2 2026 | Jul 28, 2026 |
| Accurate Wealth Management, LLC | History | New | 8,887 | 362 | 0.03% | — | 128 | +8,887 | New | Q2 2026 | Jul 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,906 | 362 | 0.01% | 0.01% | 127 | -596 | -6.27% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,878 | 361 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,588 | 349 | 0.01% | 0.02% | 130 | -17,325 | -66.86% | Q2 2026 | Aug 10, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 8,437 | 342 | 0.12% | 0.21% | 131 | -5,074 | -37.55% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,409 | 341 | 0.0% | 0.0% | 132 | -3,682 | -30.45% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 7,922 | 322 | 0.0% | 0.0% | 133 | -500 | -5.94% | Q2 2026 | Aug 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 7,878 | 320 | 0.02% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 7,838 | 318 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,786 | 316 | 0.0% | 0.0% | 136 | +38 | 0.49% | Q2 2026 | Sep 08, 2026 |
| Rathbones Group PLC | History | Reduced | 7,750 | 315 | 0.0% | 0.0% | 137 | -1,283 | -14.2% | Q2 2026 | Jul 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,749 | 314 | 0.0% | 0.0% | 138 | -109 | -1.39% | Q2 2026 | Jul 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,585 | 308 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | New | 7,209 | 293 | 0.0% | — | 140 | +7,209 | New | Q2 2026 | Aug 13, 2026 |
| KKM Financial LLC | History | Added to | 7,181 | 291 | 0.04% | 0.04% | 141 | +1,998 | 38.55% | Q2 2026 | Aug 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 7,146 | 290 | 0.07% | 0.09% | 142 | +54 | 0.76% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Reduced | 7,043 | 286 | 0.0% | 0.0% | 143 | -454 | -6.06% | Q2 2026 | Jul 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,994 | 284 | 0.12% | 0.13% | 144 | -117 | -1.65% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,653 | 270 | 0.01% | 0.0% | 145 | +1,240 | 22.91% | Q2 2026 | Jul 15, 2026 |
| Everest Financial Group LLC | History | Reduced | 6,600 | 268 | 0.04% | 0.05% | 146 | -1,000 | -13.16% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | Reduced | 6,556 | 266 | 0.06% | 0.07% | 147 | -62 | -0.94% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,405 | 259 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 6,347 | 258 | 0.0% | 0.0% | 150 | -218 | -3.32% | Q2 2026 | Aug 12, 2026 |
| Balefire, LLC | History | Reduced | 6,363 | 258 | 0.04% | 0.05% | 149 | -91 | -1.41% | Q2 2026 | Jul 07, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 6,337 | 257 | 0.08% | 0.08% | 151 | +340 | 5.67% | Q2 2026 | Jul 16, 2026 |
| PFG Advisors | History | New | 6,288 | 255 | 0.01% | — | 152 | +6,288 | New | Q2 2026 | Jul 16, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 6,168 | 250 | 0.2% | 0.22% | 153 | -14 | -0.23% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,123 | 248 | 0.02% | 0.02% | 154 | +1 | 0.02% | Q2 2026 | Aug 07, 2026 |
| Diversified Enterprises, LLC | History | Added to | 5,926 | 240 | 0.01% | 0.01% | 155 | +50 | 0.85% | Q2 2026 | Jul 31, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 5,840 | 237 | 0.09% | 0.1% | 156 | -993 | -14.53% | Q2 2026 | Jul 29, 2026 |
| Quartz Partners, LLC | History | Added to | 5,477 | 222 | 0.07% | 0.08% | 157 | +240 | 4.58% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 5,372 | 218 | 0.01% | 0.02% | 158 | -4,728 | -46.81% | Q2 2026 | Aug 04, 2026 |
| Betterment LLC | History | Reduced | 5,322 | 216 | 0.0% | 0.0% | 159 | -59 | -1.1% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,262 | 214 | 0.0% | 0.0% | 160 | -848 | -13.88% | Q2 2026 | Jul 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 5,229 | 212 | 0.01% | 0.01% | 161 | +86 | 1.67% | Q2 2026 | Aug 14, 2026 |
| Prostatis Group LLC | History | Reduced | 5,029 | 204 | 0.05% | 0.06% | 162 | -1,035 | -17.07% | Q2 2026 | Aug 14, 2026 |
| Norris Financial Group, LLC | History | No change | 5,041 | 204 | 0.08% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,004 | 203 | 0.0% | 0.0% | 164 | -48 | -0.95% | Q2 2026 | Aug 06, 2026 |
| NOVEM GROUP | History | No change | 5,011 | 203 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,462 | 181 | 0.0% | 0.0% | 166 | -249 | -5.29% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,446 | 180 | 0.0% | 0.0% | 167 | -1,886 | -29.79% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,351 | 176 | 0.0% | 0.0% | 168 | -62 | -1.4% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,128 | 167 | 0.0% | 0.0% | 169 | -5,942 | -59.01% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 3,830 | 155 | 0.0% | — | 171 | +3,830 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | Added to | 3,826 | 155 | 0.01% | 0.04% | 170 | +3,446 | 906.84% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 3,524 | 143 | 0.12% | 0.19% | 172 | -1,031 | -22.63% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 3,141 | 127 | 0.02% | — | 173 | +3,141 | New | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 3,059 | 124 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,753 | 111 | 0.0% | 0.0% | 175 | +46 | 1.7% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,534 | 102 | 0.03% | 0.03% | 176 | -37 | -1.44% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,404 | 97 | 0.0% | 0.0% | 177 | +289 | 13.66% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 2,400 | 97 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,329 | 94 | 0.0% | 0.0% | 179 | -446 | -16.07% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | Added to | 2,242 | 91 | 0.02% | 0.02% | 180 | +131 | 6.21% | Q2 2026 | Aug 04, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 2,115 | 85 | 0.01% | 0.01% | 181 | +265 | 14.32% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,514 | 61 | 0.02% | 0.02% | 182 | +25 | 1.68% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,300 | 52 | 0.0% | 0.0% | 183 | -393 | -23.21% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,248 | 50 | 0.0% | 0.0% | 184 | +139 | 12.53% | Q2 2026 | Jul 22, 2026 |
| CITY HOLDING CO | History | No change | 1,100 | 44 | 0.0% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 818 | 33 | 0.0% | 0.0% | 186 | -320 | -28.12% | Q2 2026 | Jul 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 797 | 32 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Archer Investment Corp | History | No change | 700 | 28 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 687 | 27 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 628 | 25 | 0.01% | 0.0% | 191 | +516 | 460.71% | Q2 2026 | Aug 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 620 | 25 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 591 | 24 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 600 | 24 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allied Private Wealth LLC | History | New | 559 | 22 | 0.01% | — | 195 | +559 | New | Q2 2026 | Jul 09, 2026 |
| Register Financial Advisors LLC | History | No change | 546 | 22 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 500 | 20 | 0.0% | 0.0% | 196 | -127 | -20.26% | Q2 2026 | Aug 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 517 | 20 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | No change | 446 | 18 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 411 | 16 | 0.01% | — | 200 | +411 | New | Q2 2026 | Aug 07, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 400 | 16 | 0.01% | — | 199 | +400 | New | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 395 | 16 | 0.0% | — | 201 | +395 | New | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | New | 391 | 15 | 0.0% | — | 202 | +391 | New | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Reduced | 322 | 13 | 0.0% | 0.0% | 203 | -926 | -74.2% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 314 | 12 | 0.0% | 0.0% | 204 | -241 | -43.42% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 193 | 7 | 0.01% | 0.0% | 206 | +53 | 37.86% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | New | 147 | 5 | 0.0% | — | 208 | +147 | New | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 132 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mascoma Wealth Management LLC | History | New | 122 | 4 | 0.0% | — | 210 | +122 | New | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 111 | 4 | 0.0% | 0.0% | 209 | +2 | 1.83% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 98 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 36 | 1 | 0.0% | — | 217 | +36 | New | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 28 | 1 | 0.0% | — | 216 | +28 | New | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 45 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | No change | 18 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Key Capital Management, INC | History | No change | 46 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.09% | — | -204,561 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -34,844 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,609 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -9,184 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,172 | -100.0% | Q2 2026 | Jul 08, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,009 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,577 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,128 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,092 | -100.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,632 | -100.0% | Q2 2026 | Aug 05, 2026 |
| ROI Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,459 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,222 | -100.0% | Q2 2026 | Jul 27, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,987 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,848 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,412 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,818 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -489 | -100.0% | Q2 2026 | Aug 06, 2026 |
| PROTECTIVE LIFE CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -218 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -141 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 20, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 03, 2026 |