FIRST TRUST EXCHANGE-TRADED FUND IV - HYLS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 37 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 6,476,051 | 271,087 | 0.02% | 0.02% | 1 | +488,701 | 8.16% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 3,937,904 | 164,840 | 0.05% | 0.04% | 2 | +335,843 | 9.32% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,799,443 | 117,184 | 0.09% | 0.09% | 3 | +10,695 | 0.38% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,755,264 | 73,475 | 0.01% | 0.01% | 4 | -9,778 | -0.55% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,088,239 | 45,553 | 0.01% | 0.01% | 5 | +49,286 | 4.74% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 711,136 | 29,768 | 0.0% | — | 6 | +711,136 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 481,920 | 20,173 | 0.01% | 0.01% | 7 | +111,429 | 30.08% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 428,301 | 17,928 | 0.01% | 0.0% | 8 | +52,064 | 13.84% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 424,614 | 17,786 | 0.09% | 0.11% | 9 | +12,003 | 2.91% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 400,080 | 16,747 | 1.19% | 1.02% | 10 | +40,127 | 11.15% | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 376,868 | 15,775 | 0.21% | 0.26% | 11 | +50,951 | 15.63% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 340,559 | 14,256 | 0.01% | 0.01% | 12 | +1,414 | 0.42% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 340,281 | 14,244 | 0.0% | 0.0% | 13 | +51,345 | 17.77% | Q4 2025 | Feb 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 296,442 | 12,409 | 0.39% | 0.38% | 14 | +6,015 | 2.07% | Q4 2025 | Jan 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 263,984 | 11,050 | 0.53% | 0.7% | 15 | +26,183 | 11.01% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 244,641 | 10,240 | 0.01% | 0.02% | 16 | -31,796 | -11.5% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 228,710 | 9,573 | 0.01% | 0.01% | 17 | -22,559 | -8.98% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 217,909 | 9,121 | 0.74% | 0.75% | 18 | +10,726 | 5.18% | Q4 2025 | Jan 23, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 194,266 | 8,131 | 4.93% | 5.56% | 19 | -11,942 | -5.79% | Q4 2025 | Jan 20, 2026 |
| One Capital Management, LLC | History | Reduced | 192,901 | 8,074 | 0.24% | 0.26% | 20 | -821 | -0.42% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 174,618 | 7,310 | 0.02% | 0.02% | 21 | +9,905 | 6.01% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 149,716 | 6,267 | 0.0% | 0.0% | 22 | -7,535 | -4.79% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 141,930 | 5,941 | 0.02% | 0.03% | 23 | -4,608 | -3.14% | Q4 2025 | Feb 18, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 138,887 | 5,813 | 2.18% | 1.95% | 24 | +19,865 | 16.69% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 121,199 | 5,073 | 0.01% | 0.01% | 25 | +2,010 | 1.69% | Q4 2025 | Feb 05, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 113,362 | 4,745 | 1.94% | 1.05% | 26 | +50,644 | 80.75% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | Added to | 110,463 | 4,623 | 0.06% | 0.06% | 27 | +4,293 | 4.04% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 97,765 | 4,092 | 0.01% | 0.01% | 28 | +19,468 | 24.86% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 92,767 | 3,883 | 0.06% | 0.01% | 29 | +65,793 | 243.91% | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 91,945 | 3,848 | 0.06% | 0.11% | 30 | -83,299 | -47.53% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 87,777 | 3,674 | 0.04% | 0.06% | 31 | +10,512 | 13.61% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 85,994 | 3,599 | 0.02% | 0.02% | 32 | -559 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 85,820 | 3,592 | 0.01% | 0.01% | 33 | +11,751 | 15.86% | Q4 2025 | Feb 06, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 81,287 | 3,402 | 1.4% | 1.39% | 34 | +3,828 | 4.94% | Q4 2025 | Jan 14, 2026 |
| Private Advisory Group LLC | History | Added to | 75,947 | 3,179 | 0.25% | 0.25% | 35 | +3,705 | 5.13% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 72,562 | 3,037 | 0.0% | 0.0% | 36 | -13,710 | -15.89% | Q4 2025 | Feb 12, 2026 |
| Brendel Financial Advisors LLC | History | Added to | 72,210 | 3,022 | 1.49% | 1.42% | 37 | +6,416 | 9.75% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | New | 71,833 | 3,006 | 0.01% | — | 38 | +71,833 | New | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,844 | 2,798 | 0.01% | 0.01% | 39 | +5,201 | 8.44% | Q4 2025 | Feb 13, 2026 |
| Janney Capital Management LLC | History | Reduced | 66,237 | 2,773 | 0.17% | 0.19% | 40 | -4,665 | -6.58% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 63,892 | 2,674 | 0.04% | 0.04% | 41 | +2,164 | 3.51% | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 62,301 | 2,607 | 0.81% | 0.83% | 42 | +4 | 0.01% | Q4 2025 | Jan 22, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 62,053 | 2,598 | 0.08% | 0.09% | 43 | -605 | -0.97% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 60,802 | 2,545 | 0.02% | 0.01% | 44 | +9,371 | 18.22% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 60,333 | 2,525 | 0.04% | — | 45 | +60,333 | New | Q4 2025 | Feb 19, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 57,559 | 2,409 | 1.34% | 4.6% | 46 | -130,022 | -69.32% | Q4 2025 | Jan 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 55,499 | 2,323 | 0.0% | 0.0% | 47 | +468 | 0.85% | Q4 2025 | Feb 02, 2026 |
| Randall & Associates Wealth Management | History | Added to | 55,058 | 2,304 | 1.6% | 1.59% | 48 | +2,828 | 5.41% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 54,101 | 2,265 | 0.01% | 0.01% | 49 | -1,771 | -3.17% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 52,523 | 2,198 | 0.06% | 0.06% | 50 | +3,414 | 6.95% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 52,416 | 2,194 | 0.04% | 0.05% | 51 | +1,748 | 3.45% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 52,158 | 2,183 | 0.01% | 0.01% | 52 | +2,929 | 5.95% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 51,684 | 2,163 | 0.0% | — | 53 | +51,684 | New | Q4 2025 | Feb 17, 2026 |
| Rockport Wealth LLC | History | Added to | 51,333 | 2,148 | 0.42% | 0.43% | 54 | +1,428 | 2.86% | Q4 2025 | Feb 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 50,639 | 2,119 | 0.63% | 0.44% | 55 | +17,375 | 52.23% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 49,780 | 2,083 | 0.07% | 0.07% | 56 | -672 | -1.33% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 48,884 | 2,043 | 0.05% | 0.05% | 57 | +1,130 | 2.37% | Q4 2025 | Jan 28, 2026 |
| Hyposwiss Advisors SA | History | New | 48,600 | 2,034 | 2.0% | — | 58 | +48,600 | New | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 48,167 | 2,016 | 0.02% | 0.02% | 59 | +7,349 | 18.0% | Q4 2025 | Feb 02, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 46,970 | 1,966 | 0.37% | 0.41% | 60 | -1,392 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 46,022 | 1,926 | 0.0% | 0.0% | 61 | +160 | 0.35% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 45,268 | 1,894 | 0.6% | 0.6% | 62 | +1,981 | 4.58% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 44,747 | 1,873 | 0.05% | 0.03% | 63 | +1,808 | 4.21% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 42,255 | 1,768 | 0.08% | 0.12% | 64 | +12,706 | 43.0% | Q4 2025 | Feb 17, 2026 |
| TrueWealth Financial Partners | History | New | 42,159 | 1,764 | 1.46% | — | 65 | +42,159 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 42,159 | 1,764 | 1.46% | — | 66 | +42,159 | New | Q4 2025 | Feb 05, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 38,807 | 1,624 | 0.7% | 0.78% | 67 | -1,741 | -4.29% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 38,758 | 1,622 | 0.02% | 0.02% | 68 | -940 | -2.37% | Q4 2025 | Jan 29, 2026 |
| Sun Financial Inc | History | New | 35,501 | 1,486 | 0.83% | — | 69 | +35,501 | New | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Reduced | 33,502 | 1,402 | 0.0% | 0.0% | 70 | -1,948 | -5.5% | Q4 2025 | Feb 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 32,547 | 1,362 | 0.91% | 0.98% | 71 | +17 | 0.05% | Q4 2025 | Jan 07, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 33,268 | 1,355 | 0.29% | 0.29% | 72 | +518 | 1.58% | Q4 2025 | Jan 16, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 30,028 | 1,256 | 1.11% | — | 73 | +30,028 | New | Q4 2025 | Jan 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,193 | 1,180 | 0.0% | 0.0% | 74 | +6,483 | 29.86% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 27,965 | 1,170 | 0.0% | 0.01% | 75 | -8,323 | -22.94% | Q4 2025 | Jan 29, 2026 |
| Balboa Wealth Partners | History | Added to | 26,543 | 1,111 | 0.18% | 0.18% | 77 | +1,777 | 7.18% | Q4 2025 | Jan 16, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 26,553 | 1,111 | 0.23% | 0.24% | 76 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 25,848 | 1,081 | 0.77% | 0.79% | 78 | +1 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 25,316 | 1,059 | 0.03% | 0.03% | 79 | +597 | 2.42% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 24,792 | 1,037 | 0.03% | 0.03% | 80 | +3,253 | 15.1% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 23,964 | 1,003 | 0.02% | 0.02% | 81 | +3,112 | 14.92% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 23,871 | 999 | 0.0% | 0.0% | 82 | +11,294 | 89.8% | Q4 2025 | Mar 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 22,937 | 960 | 0.04% | 0.01% | 83 | +15,406 | 204.57% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 21,748 | 910 | 0.01% | 0.01% | 84 | +1,482 | 7.31% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 21,145 | 885 | 0.06% | 0.07% | 85 | +43 | 0.2% | Q4 2025 | Jan 15, 2026 |
| BAM Wealth Management, LLC | History | New | 20,557 | 860 | 0.62% | — | 86 | +20,557 | New | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,556 | 818 | 0.01% | 0.0% | 87 | +4,997 | 34.32% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 19,013 | 795 | 0.0% | 0.01% | 88 | -837 | -4.22% | Q4 2025 | Jan 26, 2026 |
| Walker Asset Management, LLC | History | No change | 18,947 | 793 | 0.43% | 0.45% | 89 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 18,686 | 782 | 0.01% | 0.01% | 90 | -1,392 | -6.93% | Q4 2025 | Jan 20, 2026 |
| Advisory Alpha, LLC | History | Added to | 17,911 | 749 | 0.02% | 0.02% | 91 | +203 | 1.15% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,394 | 728 | 0.01% | 0.01% | 92 | +1,654 | 10.51% | Q4 2025 | Jan 05, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 16,631 | 696 | 0.48% | 0.48% | 93 | +2,692 | 19.31% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Added to | 16,370 | 685 | 0.03% | 0.03% | 94 | +493 | 3.11% | Q4 2025 | Feb 12, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 16,308 | 682 | 0.43% | 0.99% | 95 | -20,404 | -55.58% | Q4 2025 | Jan 15, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 16,149 | 676 | 0.14% | 0.16% | 96 | -156 | -0.96% | Q4 2025 | Jan 30, 2026 |
| Prostatis Group LLC | History | Reduced | 15,805 | 661 | 0.16% | 1.18% | 97 | -96,619 | -85.94% | Q4 2025 | Feb 17, 2026 |
| Fairway Financial, LLC | History | Added to | 15,642 | 654 | 0.49% | 0.47% | 98 | +1,378 | 9.66% | Q4 2025 | Feb 04, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 15,465 | 647 | 0.24% | 0.26% | 99 | -719 | -4.44% | Q4 2025 | Jan 21, 2026 |
| Ramiah Investment Group | History | Added to | 15,411 | 645 | 0.63% | 0.6% | 100 | +902 | 6.22% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 15,378 | 643 | 0.03% | 0.03% | 101 | +975 | 6.77% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,339 | 642 | 0.0% | 0.0% | 102 | -2,745 | -15.18% | Q4 2025 | Jan 29, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 15,234 | 637 | 0.27% | 0.26% | 103 | +918 | 6.41% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 14,689 | 614 | 0.02% | 0.08% | 104 | -15,670 | -51.62% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 13,971 | 584 | 0.0% | 0.0% | 105 | -1,282 | -8.4% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 13,780 | 576 | 0.06% | 0.09% | 106 | -5,869 | -29.87% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,897 | 539 | 0.01% | 0.02% | 107 | -1,449 | -10.1% | Q4 2025 | Jan 28, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 12,775 | 534 | 0.21% | 0.21% | 108 | +272 | 2.18% | Q4 2025 | Feb 03, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,544 | 525 | 0.03% | 0.04% | 109 | -2,224 | -15.06% | Q4 2025 | Feb 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 12,512 | 523 | 0.07% | 0.08% | 110 | -93 | -0.74% | Q4 2025 | Jan 21, 2026 |
| Aurora Private Wealth, Inc. | History | New | 12,228 | 512 | 0.34% | — | 111 | +12,228 | New | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,209 | 511 | 0.01% | 0.01% | 112 | +3,716 | 43.75% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Added to | 11,485 | 480 | 0.03% | 0.02% | 113 | +956 | 9.08% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 11,452 | 479 | 0.01% | 0.01% | 114 | -742 | -6.08% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,387 | 476 | 0.02% | 0.03% | 115 | -148 | -1.28% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,342 | 474 | 0.0% | 0.0% | 116 | +4,345 | 62.1% | Q4 2025 | Jan 08, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 11,131 | 465 | 0.17% | 0.15% | 117 | +2,536 | 29.51% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,951 | 458 | 0.04% | 0.03% | 118 | +3,977 | 57.03% | Q4 2025 | Jan 26, 2026 |
| Independent Wealth Network Inc. | History | Added to | 10,932 | 457 | 0.14% | 0.15% | 119 | +22 | 0.2% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,745 | 449 | 0.0% | 0.0% | 120 | -442 | -3.95% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 10,632 | 445 | 0.0% | 0.0% | 121 | +1,157 | 12.21% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 10,583 | 442 | 0.01% | 0.0% | 122 | +5,659 | 114.93% | Q4 2025 | Feb 03, 2026 |
| APS Management Group, Inc. | History | Added to | 10,270 | 429 | 0.37% | 0.38% | 123 | +93 | 0.91% | Q4 2025 | Jan 28, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 10,069 | 421 | 0.09% | 0.14% | 124 | -2,398 | -19.23% | Q4 2025 | Feb 02, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 10,000 | 418 | 0.25% | 0.27% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,952 | 416 | 0.01% | 0.01% | 126 | -2,389 | -19.36% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,835 | 411 | 0.0% | — | 127 | +9,835 | New | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,695 | 405 | 0.03% | 0.03% | 128 | +51 | 0.53% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Reduced | 9,371 | 392 | 0.01% | 0.01% | 129 | -4,646 | -33.15% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Added to | 9,180 | 384 | 0.0% | 0.0% | 130 | +85 | 0.93% | Q4 2025 | Feb 06, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 8,984 | 376 | 0.14% | 0.17% | 131 | -1,096 | -10.87% | Q4 2025 | Jan 26, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 8,904 | 372 | 0.7% | — | 132 | +8,904 | New | Q4 2025 | Feb 18, 2026 |
| Mach-1 Financial Group, LLC | History | New | 8,879 | 371 | 0.08% | — | 133 | +8,879 | New | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,742 | 365 | 0.03% | 0.02% | 134 | +2,484 | 39.69% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 8,172 | 342 | 0.01% | 0.01% | 135 | -557 | -6.38% | Q4 2025 | Jan 13, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 8,168 | 341 | 0.14% | 0.16% | 136 | -438 | -5.09% | Q4 2025 | Feb 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 7,878 | 329 | 0.03% | 0.02% | 137 | -266 | -3.27% | Q4 2025 | Jan 23, 2026 |
| Balefire, LLC | History | Added to | 7,817 | 327 | 0.06% | 0.05% | 138 | +1,523 | 24.2% | Q4 2025 | Jan 12, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 7,634 | 319 | 0.03% | 0.03% | 139 | -53 | -0.69% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 7,615 | 318 | 0.01% | 0.01% | 140 | +338 | 4.64% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 7,586 | 317 | 0.01% | 0.01% | 141 | +278 | 3.8% | Q4 2025 | Mar 12, 2026 |
| Flaharty Asset Management, LLC | History | No change | 7,172 | 300 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 7,106 | 297 | 0.1% | 0.12% | 143 | +9 | 0.13% | Q4 2025 | Feb 09, 2026 |
| FOCUSED ALPHA, LLC | History | New | 6,909 | 289 | 0.08% | — | 144 | +6,909 | New | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Added to | 6,750 | 282 | 0.09% | 0.09% | 145 | +42 | 0.63% | Q4 2025 | Jan 20, 2026 |
| BEACON FINANCIAL GROUP | History | New | 6,645 | 278 | 0.03% | — | 146 | +6,645 | New | Q4 2025 | Apr 01, 2026 |
| Arax Advisory Partners | History | New | 6,577 | 275 | 0.01% | — | 147 | +6,577 | New | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 6,547 | 274 | 0.0% | 0.0% | 148 | -560 | -7.88% | Q4 2025 | Jan 15, 2026 |
| Tidemark, LLC | History | Reduced | 6,494 | 271 | 0.08% | 0.08% | 149 | -48 | -0.73% | Q4 2025 | Feb 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 6,462 | 270 | 0.09% | 0.05% | 150 | -474 | -6.83% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,402 | 267 | 0.02% | 0.02% | 151 | +3 | 0.05% | Q4 2025 | Feb 20, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 6,276 | 262 | 0.13% | — | 152 | +6,276 | New | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,069 | 254 | 0.0% | 0.0% | 153 | +6 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 5,997 | 251 | 0.17% | 0.18% | 154 | +76 | 1.28% | Q4 2025 | Jan 29, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 5,939 | 248 | 0.01% | 0.02% | 155 | -10 | -0.17% | Q4 2025 | Jan 28, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 5,886 | 247 | 0.13% | 0.21% | 156 | -3,165 | -34.97% | Q4 2025 | Jan 29, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 5,878 | 246 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 5,811 | 243 | 0.24% | — | 158 | +5,811 | New | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | New | 5,249 | 219 | 0.01% | — | 160 | +5,249 | New | Q4 2025 | Jan 20, 2026 |
| Quartz Partners, LLC | History | Reduced | 5,237 | 219 | 0.08% | 0.1% | 159 | -1,385 | -20.92% | Q4 2025 | Feb 13, 2026 |
| KKM Financial LLC | History | New | 5,183 | 216 | 0.04% | — | 161 | +5,183 | New | Q4 2025 | Feb 18, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 5,160 | 215 | 0.12% | 0.13% | 162 | +6 | 0.12% | Q4 2025 | Feb 13, 2026 |
| LVZ, Inc. | History | Reduced | 5,023 | 210 | 0.02% | 0.13% | 163 | -23,089 | -82.13% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | New | 4,871 | 203 | 0.0% | — | 164 | +4,871 | New | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 4,860 | 203 | 0.15% | 0.16% | 165 | -380 | -7.25% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,718 | 197 | 0.0% | 0.0% | 166 | +676 | 16.72% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,661 | 195 | 0.0% | 0.0% | 167 | +1,750 | 60.12% | Q4 2025 | Feb 12, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 4,582 | 191 | 0.12% | 0.13% | 168 | +42 | 0.93% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,351 | 182 | 0.0% | 0.0% | 169 | -89 | -2.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,873 | 162 | 0.0% | 0.0% | 170 | +1,562 | 67.59% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,608 | 151 | 0.0% | 0.0% | 171 | +2 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,448 | 144 | 0.01% | 0.0% | 172 | +3,415 | 10348.48% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 3,255 | 136 | 0.03% | — | 173 | +3,255 | New | Q4 2025 | Jan 27, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,039 | 127 | 0.05% | 0.05% | 174 | +3 | 0.1% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,662 | 111 | 0.0% | 0.0% | 175 | +42 | 1.6% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,568 | 107 | 0.04% | 0.04% | 176 | +2 | 0.08% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 2,410 | 100 | 0.0% | 0.0% | 177 | -183 | -7.06% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 2,400 | 100 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,361 | 98 | 0.0% | 0.0% | 179 | -2,806 | -54.31% | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | Added to | 2,000 | 83 | 0.02% | 0.01% | 180 | +1,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 1,928 | 80 | 0.02% | 0.01% | 181 | +1,329 | 221.87% | Q4 2025 | Feb 12, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,850 | 77 | 0.01% | 0.01% | 182 | -150 | -7.5% | Q4 2025 | Feb 04, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,709 | 71 | 0.06% | 0.01% | 184 | -505 | -22.81% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,693 | 71 | 0.0% | 0.0% | 183 | -387 | -18.61% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,392 | 58 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,330 | 55 | 0.0% | 0.0% | 186 | +535 | 67.3% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,216 | 51 | 0.0% | 0.0% | 187 | +1,115 | 1103.96% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,138 | 47 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITY HOLDING CO | History | Reduced | 1,100 | 46 | 0.01% | 0.01% | 189 | -255 | -18.82% | Q4 2025 | Jan 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,043 | 43 | 0.0% | 0.0% | 190 | +4 | 0.38% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | No change | 700 | 29 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 620 | 26 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 591 | 24 | 0.0% | 0.0% | 193 | -54 | -8.37% | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | Reduced | 546 | 22 | 0.01% | 0.01% | 194 | -70 | -11.36% | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 500 | 20 | 0.0% | — | 197 | +500 | New | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | New | 481 | 20 | 0.0% | — | 196 | +481 | New | Q4 2025 | Feb 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 500 | 20 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 446 | 18 | 0.0% | 0.0% | 198 | -490 | -52.35% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | New | 250 | 10 | 0.0% | — | 199 | +250 | New | Q4 2025 | Feb 11, 2026 |
| MTM Investment Management, LLC | History | No change | 260 | 10 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Community Bank, N.A. | History | New | 192 | 8 | 0.0% | — | 201 | +192 | New | Q4 2025 | Feb 04, 2026 |
| MidFirst Bank | History | New | 160 | 6 | 0.0% | — | 203 | +160 | New | Q4 2025 | Feb 25, 2026 |
| Root Financial Partners, LLC | History | Added to | 153 | 6 | 0.0% | 0.0% | 202 | +2 | 1.32% | Q4 2025 | Feb 10, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 129 | 5 | 0.03% | 0.02% | 206 | -5 | -3.73% | Q4 2025 | Feb 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 142 | 5 | 0.0% | 0.01% | 205 | -3 | -2.07% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 132 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 107 | 4 | 0.0% | 0.0% | 208 | +2 | 1.9% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 98 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 60 | 2 | 0.0% | 0.0% | 211 | -175 | -74.47% | Q4 2025 | Jan 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 68 | 2 | 0.0% | — | 213 | +68 | New | Q4 2025 | Feb 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 54 | 2 | 0.0% | — | 210 | +54 | New | Q4 2025 | Jan 21, 2026 |
| Nova Wealth Management, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RHL GROUP, LLC | History | New | 45 | 1 | 0.0% | — | 216 | +45 | New | Q4 2025 | Feb 09, 2026 |
| New Millennium Group LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 215 | -3 | -8.82% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 45 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -241,600 | -100.0% | Q3 2025 | Oct 20, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -43,786 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -40,024 | -100.0% | Q3 2025 | Nov 18, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,862 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -14,198 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,857 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,450 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,579 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,238 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,478 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,325 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -4,786 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,031 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 14 | 0 | — | 0.0% | — | -753 | -98.17% | Q4 2025 | Feb 17, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 09, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |