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 | 5,033,375 | 204,204 | 0.01% | 0.02% | 1 | -1,442,676 | -22.28% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,264,130 | 132,425 | 0.04% | 0.05% | 2 | -673,774 | -17.11% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,700,445 | 109,557 | 0.08% | 0.09% | 3 | -98,998 | -3.54% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,596,114 | 64,754 | 0.01% | 0.01% | 4 | -159,150 | -9.07% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 979,128 | 39,723 | 0.01% | 0.01% | 5 | -109,111 | -10.03% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 751,041 | 30,470 | 0.01% | 0.0% | 6 | +39,905 | 5.61% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 511,667 | 20,758 | 0.01% | 0.01% | 7 | +29,747 | 6.17% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 503,982 | 20,446 | 0.0% | — | 8 | +503,982 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 474,310 | 19,237 | 0.1% | 0.09% | 9 | +49,696 | 11.7% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 413,297 | 16,767 | 1.24% | 1.19% | 10 | +13,217 | 3.3% | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 364,748 | 14,797 | 0.16% | 0.21% | 11 | -12,120 | -3.22% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 333,697 | 13,538 | 0.0% | 0.0% | 12 | -6,584 | -1.93% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 317,141 | 12,866 | 0.0% | 0.01% | 13 | -111,160 | -25.95% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 296,318 | 12,022 | 0.01% | 0.01% | 14 | -44,241 | -12.99% | Q1 2026 | May 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 292,954 | 11,885 | 0.36% | 0.39% | 15 | -3,488 | -1.18% | Q1 2026 | Apr 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 275,331 | 11,170 | 0.26% | 0.53% | 16 | +11,347 | 4.3% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 237,111 | 9,620 | 0.02% | 0.02% | 17 | +62,493 | 35.79% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 233,205 | 9,461 | 0.01% | 0.01% | 18 | +4,495 | 1.97% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 218,522 | 8,865 | 0.68% | 0.74% | 19 | +613 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 204,561 | 8,299 | 0.09% | — | 20 | +204,561 | New | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Reduced | 174,899 | 7,095 | 0.19% | 0.24% | 21 | -18,002 | -9.33% | Q1 2026 | May 12, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 166,892 | 6,770 | 4.09% | 4.93% | 22 | -27,374 | -14.09% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 161,442 | 6,549 | 0.02% | 0.02% | 23 | +19,512 | 13.75% | Q1 2026 | Jun 02, 2026 |
| CITIGROUP INC | History | Reduced | 138,208 | 5,607 | 0.0% | 0.0% | 24 | -11,508 | -7.69% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 122,632 | 4,975 | 0.01% | 0.01% | 25 | +1,433 | 1.18% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 112,171 | 4,550 | 0.07% | 0.04% | 26 | +59,755 | 114.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 111,631 | 4,529 | 0.01% | 0.01% | 27 | -133,010 | -54.37% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 110,395 | 4,478 | 0.01% | 0.0% | 28 | +37,833 | 52.14% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 107,254 | 4,351 | 0.05% | 0.06% | 29 | +14,487 | 15.62% | Q1 2026 | Apr 23, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 96,902 | 3,931 | 2.04% | — | 30 | +96,902 | New | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 95,268 | 3,865 | 0.05% | 0.06% | 31 | +3,323 | 3.61% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 88,982 | 3,610 | 1.12% | 0.81% | 32 | +26,681 | 42.83% | Q1 2026 | May 01, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 88,901 | 3,606 | 1.44% | 1.4% | 33 | +7,614 | 9.37% | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | Reduced | 84,711 | 3,436 | 0.01% | 0.01% | 34 | -13,054 | -13.35% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 81,565 | 3,309 | 0.02% | 0.02% | 35 | -4,429 | -5.15% | Q1 2026 | Apr 24, 2026 |
| Private Advisory Group LLC | History | Added to | 76,039 | 3,084 | 0.2% | 0.25% | 36 | +92 | 0.12% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 73,783 | 2,993 | 0.01% | 0.01% | 37 | +1,950 | 2.71% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 73,137 | 2,967 | 0.03% | 0.04% | 38 | -14,640 | -16.68% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 70,579 | 2,863 | 0.01% | 0.01% | 39 | +16,478 | 30.46% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 70,087 | 2,843 | 0.07% | 0.06% | 40 | +17,564 | 33.44% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 68,510 | 2,779 | 0.01% | 0.01% | 41 | +1,666 | 2.49% | Q1 2026 | Apr 30, 2026 |
| Janney Capital Management LLC | History | No change | 66,237 | 2,773 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | New | 64,842 | 2,630 | 0.07% | — | 43 | +64,842 | New | Q1 2026 | Apr 09, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 64,422 | 2,613 | 0.76% | 0.63% | 44 | +13,783 | 27.22% | Q1 2026 | Apr 30, 2026 |
| Randall & Associates Wealth Management | History | Added to | 60,614 | 2,459 | 1.66% | 1.6% | 45 | +5,556 | 10.09% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 60,168 | 2,441 | 0.07% | 0.08% | 46 | -1,885 | -3.04% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 57,956 | 2,351 | 0.04% | 0.04% | 47 | -5,936 | -9.29% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 57,416 | 2,329 | 0.01% | 0.01% | 48 | -28,404 | -33.1% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 54,371 | 2,205 | 0.08% | 0.02% | 49 | +42,984 | 377.48% | Q1 2026 | May 19, 2026 |
| Hyposwiss Advisors SA | History | Added to | 53,825 | 2,183 | 2.16% | 2.0% | 50 | +5,225 | 10.75% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 52,473 | 2,150 | 0.05% | 0.05% | 51 | +3,589 | 7.34% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 50,940 | 2,066 | 0.08% | 0.04% | 52 | +28,003 | 122.09% | Q1 2026 | May 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 48,744 | 1,977 | 1.56% | 1.46% | 53 | +6,585 | 15.62% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Reduced | 48,704 | 1,975 | 0.07% | 0.07% | 54 | -1,076 | -2.16% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 48,553 | 1,970 | 0.02% | 0.02% | 55 | +386 | 0.8% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 46,298 | 1,878 | 0.01% | 0.01% | 56 | -5,860 | -11.24% | Q1 2026 | Apr 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 44,442 | 1,803 | 0.33% | 0.37% | 57 | -2,528 | -5.38% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 43,216 | 1,753 | 0.01% | 0.02% | 58 | -17,586 | -28.92% | Q1 2026 | May 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 39,840 | 1,616 | 0.51% | 0.6% | 59 | -5,428 | -11.99% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 39,531 | 1,603 | 0.03% | 0.01% | 60 | +27,322 | 223.79% | Q1 2026 | May 14, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 39,512 | 1,603 | 0.69% | 0.7% | 61 | +705 | 1.82% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Reduced | 39,133 | 1,587 | 0.0% | 0.0% | 62 | -6,889 | -14.97% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 37,857 | 1,535 | 0.02% | 0.02% | 63 | -901 | -2.32% | Q1 2026 | Apr 20, 2026 |
| Sun Financial Inc | History | Added to | 35,998 | 1,475 | 0.74% | 0.83% | 64 | +497 | 1.4% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 34,844 | 1,413 | 0.02% | 0.0% | 65 | +29,973 | 615.34% | Q1 2026 | May 15, 2026 |
| RiverTree Advisors, LLC | History | Added to | 34,795 | 1,411 | 0.89% | 0.43% | 66 | +18,487 | 113.36% | Q1 2026 | Apr 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 33,917 | 1,376 | 0.28% | 0.29% | 67 | +649 | 1.95% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 33,806 | 1,373 | 0.07% | 0.08% | 68 | -8,449 | -20.0% | Q1 2026 | May 12, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 33,646 | 1,370 | 0.69% | 1.34% | 69 | -23,913 | -41.55% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Added to | 32,147 | 1,304 | 0.02% | 0.01% | 70 | +21,564 | 203.76% | Q1 2026 | Apr 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 29,495 | 1,196 | 0.34% | — | 71 | +29,495 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 29,365 | 1,191 | 0.01% | 0.01% | 72 | +11,971 | 68.82% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 29,203 | 1,184 | 0.0% | — | 73 | +29,203 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 27,965 | 1,170 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 28,782 | 1,167 | 0.75% | 0.91% | 75 | -3,765 | -11.57% | Q1 2026 | Apr 10, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 27,986 | 1,135 | 1.94% | 1.11% | 76 | -2,042 | -6.8% | Q1 2026 | Apr 22, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 26,553 | 1,077 | 0.21% | 0.23% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 25,913 | 1,051 | 0.02% | 0.01% | 78 | +14,461 | 126.27% | Q1 2026 | May 18, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 25,542 | 1,036 | 0.73% | 0.77% | 79 | -306 | -1.18% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 24,846 | 1,008 | 0.03% | 0.03% | 80 | -470 | -1.86% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,783 | 1,005 | 0.0% | 0.0% | 81 | -30,716 | -55.35% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 24,515 | 994 | 0.0% | — | 82 | +24,515 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,480 | 993 | 0.0% | 0.0% | 83 | +609 | 2.55% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,157 | 939 | 0.0% | 0.0% | 84 | -28,527 | -55.2% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 22,982 | 932 | 0.03% | 0.03% | 85 | -1,810 | -7.3% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 22,662 | 919 | 0.0% | 0.0% | 86 | -10,840 | -32.36% | Q1 2026 | May 14, 2026 |
| Rockport Wealth LLC | History | Reduced | 21,762 | 882 | 0.16% | 0.42% | 87 | -29,571 | -57.61% | Q1 2026 | May 05, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 21,186 | 859 | 0.38% | 0.27% | 88 | +5,952 | 39.07% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,411 | 854 | 0.01% | 0.01% | 89 | +855 | 4.37% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,371 | 785 | 0.0% | 0.0% | 90 | -8,822 | -31.29% | Q1 2026 | May 04, 2026 |
| Walker Asset Management, LLC | History | No change | 18,947 | 768 | 0.42% | 0.43% | 91 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | Reduced | 17,750 | 720 | 0.02% | 0.02% | 92 | -161 | -0.9% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 16,821 | 682 | 0.01% | 0.01% | 93 | -1,865 | -9.98% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 16,737 | 679 | 0.01% | 0.01% | 94 | -5,011 | -23.04% | Q1 2026 | May 05, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 16,456 | 667 | 0.5% | 0.62% | 95 | -4,101 | -19.95% | Q1 2026 | Apr 17, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 16,409 | 665 | 0.12% | 0.14% | 97 | +8,241 | 100.89% | Q1 2026 | Apr 29, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 16,406 | 665 | 0.13% | 0.14% | 96 | +257 | 1.59% | Q1 2026 | Apr 24, 2026 |
| Fairway Financial, LLC | History | Added to | 16,006 | 649 | 0.49% | 0.49% | 98 | +364 | 2.33% | Q1 2026 | May 11, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 15,377 | 623 | 0.42% | 0.48% | 100 | -1,254 | -7.54% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 15,378 | 623 | 0.02% | 0.02% | 99 | +689 | 4.69% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,327 | 621 | 0.0% | 0.0% | 101 | -12 | -0.08% | Q1 2026 | May 05, 2026 |
| Ramiah Investment Group | History | Reduced | 15,124 | 613 | 0.62% | 0.63% | 102 | -287 | -1.86% | Q1 2026 | Apr 21, 2026 |
| Triad Wealth Partners, LLC | History | New | 14,609 | 592 | 0.05% | — | 103 | +14,609 | New | Q1 2026 | Apr 16, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 14,555 | 590 | 0.27% | — | 104 | +14,555 | New | Q1 2026 | Apr 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 13,877 | 563 | 0.02% | 0.03% | 105 | -1,501 | -9.76% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,760 | 558 | 0.01% | 0.02% | 106 | -10,204 | -42.58% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,684 | 555 | 0.0% | 0.0% | 107 | -5,329 | -28.03% | Q1 2026 | May 13, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 13,511 | 548 | 0.21% | 0.21% | 108 | +736 | 5.76% | Q1 2026 | May 12, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 12,228 | 512 | 0.36% | 0.34% | 109 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,615 | 511 | 0.01% | 0.01% | 110 | -282 | -2.19% | Q1 2026 | May 04, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 12,202 | 495 | 0.21% | 0.17% | 111 | +1,071 | 9.62% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 12,091 | 490 | 0.0% | 0.0% | 112 | -1,880 | -13.46% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 11,734 | 476 | 0.0% | — | 113 | +11,734 | New | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 11,578 | 469 | 0.06% | 0.07% | 114 | -934 | -7.46% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 11,506 | 467 | 0.0% | 0.0% | 115 | +1,671 | 16.99% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,196 | 454 | 0.03% | 0.03% | 116 | +2,454 | 28.07% | Q1 2026 | May 05, 2026 |
| APS Management Group, Inc. | History | Added to | 10,366 | 420 | 0.36% | 0.37% | 117 | +96 | 0.93% | Q1 2026 | Apr 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 10,220 | 414 | 0.12% | 0.14% | 118 | -712 | -6.51% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,100 | 409 | 0.02% | — | 120 | +10,100 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,070 | 409 | 0.0% | 0.0% | 119 | +6,462 | 179.1% | Q1 2026 | Apr 07, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 10,000 | 405 | 0.28% | 0.25% | 121 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,502 | 385 | 0.01% | 0.01% | 122 | +1,887 | 24.78% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,473 | 385 | 0.03% | 0.03% | 123 | -222 | -2.29% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,351 | 379 | 0.03% | 0.04% | 124 | -1,600 | -14.61% | Q1 2026 | Apr 30, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 9,184 | 372 | 0.39% | 0.7% | 125 | +280 | 3.14% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Reduced | 9,033 | 366 | 0.0% | 0.0% | 126 | -147 | -1.6% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 8,878 | 355 | 0.01% | 0.01% | 127 | +5,430 | 157.48% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,422 | 341 | 0.0% | 0.01% | 128 | +250 | 3.06% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,921 | 321 | 0.0% | 0.0% | 129 | -2,711 | -25.5% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 7,878 | 319 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,858 | 318 | 0.0% | 0.06% | 131 | -102,605 | -92.89% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 7,838 | 317 | 0.01% | 0.01% | 132 | +252 | 3.32% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,748 | 314 | 0.0% | 0.0% | 133 | +1,679 | 27.67% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,663 | 310 | 0.0% | 0.0% | 134 | -3,082 | -28.68% | Q1 2026 | May 14, 2026 |
| Everest Financial Group LLC | History | New | 7,600 | 308 | 0.05% | — | 135 | +7,600 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | New | 7,585 | 307 | 0.0% | — | 136 | +7,585 | New | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 7,497 | 304 | 0.0% | 0.0% | 137 | +950 | 14.51% | Q1 2026 | Apr 16, 2026 |
| Flaharty Asset Management, LLC | History | No change | 7,172 | 290 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 7,111 | 288 | 0.13% | 0.1% | 139 | +5 | 0.07% | Q1 2026 | May 05, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 7,092 | 287 | 0.09% | 0.08% | 140 | +183 | 2.65% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 7,009 | 284 | 0.0% | — | 141 | +7,009 | New | Q1 2026 | May 14, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 6,833 | 277 | 0.1% | 0.08% | 142 | -2,046 | -23.04% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | Added to | 6,618 | 268 | 0.07% | 0.08% | 143 | +124 | 1.91% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Reduced | 6,565 | 266 | 0.0% | 0.01% | 145 | -2,806 | -29.94% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 6,577 | 266 | 0.03% | 0.03% | 144 | -68 | -1.02% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 6,517 | 264 | 0.01% | 0.01% | 146 | -60 | -0.91% | Q1 2026 | May 13, 2026 |
| Balefire, LLC | History | Reduced | 6,454 | 261 | 0.05% | 0.06% | 147 | -1,363 | -17.44% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,405 | 259 | 0.02% | 0.02% | 148 | +3 | 0.05% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,332 | 256 | 0.0% | 0.0% | 149 | +1,671 | 35.85% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, Corp | History | New | 6,182 | 250 | 0.22% | — | 150 | +6,182 | New | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,122 | 248 | 0.02% | 0.06% | 151 | -15,023 | -71.05% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,128 | 248 | 0.02% | 0.03% | 153 | -6,416 | -51.15% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,110 | 248 | 0.0% | 0.0% | 152 | -5,232 | -46.13% | Q1 2026 | Apr 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 6,092 | 247 | 0.16% | 0.17% | 154 | +95 | 1.58% | Q1 2026 | Apr 21, 2026 |
| Prostatis Group LLC | History | Reduced | 6,064 | 246 | 0.06% | 0.16% | 155 | -9,741 | -61.63% | Q1 2026 | May 12, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 5,878 | 246 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 5,997 | 243 | 0.08% | 0.14% | 157 | -2,987 | -33.25% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | New | 5,878 | 238 | 0.0% | — | 159 | +5,878 | New | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 5,876 | 238 | 0.01% | 0.01% | 158 | -63 | -1.06% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 5,632 | 228 | 0.0% | — | 160 | +5,632 | New | Q1 2026 | May 05, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 5,459 | 221 | 0.13% | 0.12% | 161 | +299 | 5.79% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,413 | 219 | 0.0% | 0.0% | 162 | +234 | 4.52% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | New | 5,381 | 218 | 0.0% | — | 163 | +5,381 | New | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 5,183 | 216 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | No change | 5,237 | 212 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageGuard Financial Group, LLC | History | New | 5,222 | 211 | 0.03% | — | 166 | +5,222 | New | Q1 2026 | Apr 23, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 5,143 | 208 | 0.01% | 0.02% | 167 | -1,319 | -20.41% | Q1 2026 | May 07, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 5,147 | 208 | 0.13% | 0.12% | 168 | +565 | 12.33% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,052 | 204 | 0.0% | — | 170 | +5,052 | New | Q1 2026 | May 13, 2026 |
| Norris Financial Group, LLC | History | Reduced | 5,041 | 204 | 0.07% | 0.1% | 169 | -1,680 | -25.0% | Q1 2026 | May 20, 2026 |
| NOVEM GROUP | History | New | 5,011 | 203 | 0.02% | — | 171 | +5,011 | New | Q1 2026 | Apr 10, 2026 |
| LVZ, Inc. | History | Reduced | 4,987 | 202 | 0.02% | 0.02% | 172 | -36 | -0.72% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,711 | 191 | 0.0% | 0.0% | 173 | -7 | -0.15% | Q1 2026 | May 08, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 4,555 | 184 | 0.19% | 0.24% | 174 | -1,256 | -21.61% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,413 | 179 | 0.0% | 0.0% | 175 | +62 | 1.42% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,873 | 162 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 3,059 | 124 | 0.03% | 0.03% | 177 | -196 | -6.02% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 2,848 | 115 | 0.0% | — | 178 | +2,848 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,775 | 112 | 0.0% | 0.0% | 179 | +2,525 | 1010.0% | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,707 | 109 | 0.0% | 0.0% | 180 | +45 | 1.69% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,571 | 104 | 0.03% | 0.04% | 181 | +3 | 0.12% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 2,412 | 97 | 0.0% | 0.0% | 182 | +2 | 0.08% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 2,400 | 97 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 2,111 | 85 | 0.02% | 0.02% | 184 | +183 | 9.49% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,115 | 84 | 0.0% | 0.0% | 185 | +723 | 51.94% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,000 | 83 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,850 | 75 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,818 | 73 | 0.0% | 0.0% | 188 | +602 | 49.51% | Q1 2026 | Apr 27, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,709 | 71 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,693 | 69 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,489 | 60 | 0.02% | 0.05% | 191 | -1,550 | -51.0% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,248 | 50 | 0.0% | 0.0% | 192 | -82 | -6.17% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,138 | 46 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,109 | 44 | 0.0% | 0.0% | 195 | +66 | 6.33% | Q1 2026 | Apr 27, 2026 |
| CITY HOLDING CO | History | No change | 1,100 | 44 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 797 | 32 | 0.0% | — | 196 | +797 | New | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | No change | 700 | 28 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 687 | 27 | 0.0% | 0.0% | 198 | -1,674 | -70.9% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 627 | 25 | 0.0% | 0.0% | 199 | +127 | 25.4% | Q1 2026 | May 08, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 620 | 25 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 600 | 24 | 0.0% | 0.0% | 201 | +100 | 20.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 591 | 23 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 555 | 22 | 0.0% | — | 204 | +555 | New | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | No change | 546 | 22 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Anfield Capital Management, LLC | History | New | 517 | 20 | 0.01% | — | 205 | +517 | New | Q1 2026 | May 12, 2026 |
| TD Capital Management LLC | History | Added to | 489 | 19 | 0.0% | 0.0% | 206 | +8 | 1.66% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | No change | 446 | 18 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| IFG Advisory, LLC | History | New | 380 | 15 | 0.04% | — | 208 | +380 | New | Q1 2026 | May 12, 2026 |
| PROTECTIVE LIFE CORP | History | New | 218 | 8 | 0.03% | — | 210 | +218 | New | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | Reduced | 200 | 8 | 0.0% | 0.0% | 209 | -60 | -23.08% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 123 | 5 | 0.0% | 0.0% | 212 | -30 | -19.61% | Q1 2026 | Apr 24, 2026 |
| Park Square Financial Group, LLC | History | Added to | 141 | 5 | 0.04% | 0.03% | 214 | +12 | 9.3% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 140 | 5 | 0.0% | 0.0% | 213 | -2 | -1.41% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 132 | 5 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | New | 100 | 4 | 0.0% | — | 217 | +100 | New | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 109 | 4 | 0.0% | 0.0% | 215 | +2 | 1.87% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 98 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Key Capital Management, INC | History | New | 46 | 1 | 0.0% | — | 224 | +46 | New | Q1 2026 | May 07, 2026 |
| CX Institutional | History | New | 18 | 1 | 0.0% | — | 223 | +18 | New | Q1 2026 | Apr 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 45 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| New Millennium Group LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 2.18% | — | -138,887 | -100.0% | Q1 2026 | May 05, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 1.94% | — | -113,362 | -100.0% | Q1 2026 | May 08, 2026 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 1.49% | — | -72,210 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -60,333 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -44,747 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.46% | — | -42,159 | -100.0% | Q1 2026 | May 20, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.18% | — | -26,543 | -100.0% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -16,370 | -100.0% | Q1 2026 | May 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -15,465 | -100.0% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,780 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,485 | -100.0% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,069 | -100.0% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,952 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,634 | -100.0% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Reduced | 1 | 0 | — | 0.09% | — | -6,749 | -99.99% | Q1 2026 | Apr 22, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,276 | -100.0% | Q1 2026 | May 04, 2026 |
| OMNI 360 Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -5,886 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,249 | -100.0% | Q1 2026 | May 15, 2026 |
| Argyle Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,860 | -100.0% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | Apr 28, 2026 |
| RHL GROUP, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -44 | -97.78% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |