Franklin Templeton ETF Trust - INCM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 6,291,989 | 181,555 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,674,253 | 77,165 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,532,563 | 73,077 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,761,130 | 50,817 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,733,867 | 50,068 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,573,628 | 45,407 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,452,297 | 41,906 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 1,137,829 | 32,382 | 8.03% | 8.01% | 8 | +32,162 | 2.91% | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | No change | 1,074,484 | 31,004 | 0.81% | 0.81% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 723,833 | 20,886 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 693,314 | 19,891 | 0.03% | 0.03% | 11 | +67,873 | 10.85% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 639,048 | 18,443 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Private LLC | History | Added to | 470,403 | 13,387 | 2.58% | 2.48% | 13 | +31,043 | 7.07% | Q3 2026 | Oct 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 435,583 | 12,396 | 0.4% | 0.4% | 14 | +9,936 | 2.33% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 392,293 | 11,319 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Base Wealth Management LLC | History | Added to | 372,535 | 10,602 | 4.71% | 4.78% | 16 | +16,080 | 4.51% | Q3 2026 | Oct 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 322,675 | 9,310 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 319,480 | 9,218 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 315,152 | 8,969 | 0.01% | 0.01% | 19 | +29,350 | 10.27% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 305,934 | 8,914 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 187,796 | 5,419 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 181,408 | 5,234 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 174,719 | 4,972 | 0.03% | 0.02% | 23 | +16,794 | 10.63% | Q3 2026 | Oct 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 171,518 | 4,949 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,215 | 4,894 | 0.01% | 0.01% | 25 | +33,021 | 23.89% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 171,533 | 4,881 | 0.03% | 0.03% | 26 | +6,213 | 3.76% | Q3 2026 | Oct 27, 2026 |
| Intrua Financial, LLC | History | Reduced | 155,921 | 4,437 | 0.41% | 0.42% | 27 | -4,441 | -2.77% | Q3 2026 | Oct 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 139,230 | 4,017 | 0.26% | 0.26% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 140,583 | 4,001 | 0.01% | 0.01% | 29 | +8,243 | 6.23% | Q3 2026 | Nov 02, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 138,815 | 3,950 | 1.2% | 1.01% | 30 | +28,670 | 26.03% | Q3 2026 | Oct 19, 2026 |
| Lido Advisors, LLC | History | Added to | 135,021 | 3,842 | 0.01% | 0.01% | 31 | +1,642 | 1.23% | Q3 2026 | Nov 04, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 132,531 | 3,824 | 0.54% | 0.54% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 128,944 | 3,669 | 1.18% | 1.18% | 33 | +8,548 | 7.1% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 116,926 | 3,373 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 111,839 | 3,227 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 108,492 | 3,087 | 0.05% | — | 36 | +108,492 | New | Q3 2026 | Oct 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 102,258 | 2,985 | 0.04% | 0.02% | 37 | +65,811 | 180.57% | Q3 2026 | Nov 04, 2026 |
| Private Advisor Group, LLC | History | No change | 99,935 | 2,883 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LVZ, Inc. | History | Added to | 99,573 | 2,833 | 0.29% | 0.28% | 39 | +3,974 | 4.16% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 90,798 | 2,584 | 0.62% | 0.62% | 40 | +2,970 | 3.38% | Q3 2026 | Oct 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 86,837 | 2,505 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 85,100 | 2,421 | 0.0% | 0.0% | 42 | +44,180 | 107.97% | Q3 2026 | Oct 30, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 70,700 | 2,040 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 69,694 | 2,011 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | No change | 69,498 | 2,005 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 65,825 | 1,873 | 0.02% | 0.02% | 46 | +3,532 | 5.67% | Q3 2026 | Oct 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 63,623 | 1,835 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 62,192 | 1,794 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 61,064 | 1,762 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 58,719 | 1,694 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 52,797 | 1,502 | 0.15% | 0.13% | 51 | +1,113 | 2.15% | Q3 2026 | Oct 14, 2026 |
| World Investment Advisors | History | No change | 51,403 | 1,487 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 42,856 | 1,236 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Secure Asset Management, LLC | History | Reduced | 39,976 | 1,137 | 0.15% | 0.17% | 54 | -1,587 | -3.82% | Q3 2026 | Oct 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 39,293 | 1,118 | 0.04% | 0.04% | 55 | +1,875 | 5.01% | Q3 2026 | Oct 26, 2026 |
| Vienna Asset Management LLC | History | No change | 38,458 | 1,109 | 0.78% | 0.78% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 38,126 | 1,100 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 38,152 | 1,100 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arrowroot Family Office, LLC | History | No change | 37,543 | 1,083 | 0.31% | 0.31% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 36,705 | 1,059 | 0.54% | 0.54% | 60 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Innovative Wealth Building LLC | History | Added to | 34,969 | 995 | 0.55% | 0.55% | 61 | +2,196 | 6.7% | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,200 | 929 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 31,333 | 891 | 0.0% | 0.0% | 63 | +13,051 | 71.39% | Q3 2026 | Nov 04, 2026 |
| Jacobi Capital Management LLC | History | No change | 30,681 | 885 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 29,914 | 863 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Added to | 28,555 | 812 | 0.04% | 0.03% | 66 | +6,642 | 30.31% | Q3 2026 | Oct 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 26,343 | 760 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 26,084 | 759 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XML Financial, LLC | History | No change | 25,865 | 736 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 25,830 | 735 | 0.03% | 0.03% | 71 | +271 | 1.06% | Q3 2026 | Nov 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 25,475 | 735 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 24,852 | 707 | 0.04% | 0.04% | 72 | -1,370 | -5.22% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 23,042 | 655 | 0.05% | 0.04% | 73 | +4,712 | 25.71% | Q3 2026 | Oct 20, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 22,617 | 643 | 0.58% | 0.56% | 74 | +2,101 | 10.24% | Q3 2026 | Oct 19, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,051 | 578 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 20,175 | 574 | 0.01% | 0.01% | 76 | +8,620 | 74.6% | Q3 2026 | Oct 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 19,387 | 559 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 18,297 | 520 | 0.01% | 0.01% | 78 | -428 | -2.29% | Q3 2026 | Oct 22, 2026 |
| Demars Financial Group, LLC | History | Added to | 17,564 | 499 | 0.13% | 0.08% | 79 | +6,968 | 65.76% | Q3 2026 | Oct 22, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 17,221 | 490 | 0.07% | 0.08% | 80 | +213 | 1.25% | Q3 2026 | Oct 20, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,269 | 469 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| X ADVISORS, LLC | History | No change | 16,009 | 467 | 1.24% | 1.24% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,861 | 451 | 0.0% | 0.0% | 83 | +221 | 1.41% | Q3 2026 | Oct 26, 2026 |
| C2C Wealth Management, LLC | History | No change | 15,500 | 441 | 0.34% | 0.35% | 84 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,354 | 436 | 0.0% | 0.0% | 85 | +170 | 1.12% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 14,861 | 428 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bill Few Associates, Inc. | History | Added to | 14,981 | 426 | 0.09% | 0.09% | 87 | +708 | 4.96% | Q3 2026 | Oct 09, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 12,715 | 366 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Atria Investments, Inc | History | Added to | 12,783 | 363 | 0.0% | 0.0% | 89 | +117 | 0.92% | Q3 2026 | Oct 15, 2026 |
| AlphaStar Capital Management, LLC | History | New | 12,050 | 342 | 0.02% | — | 90 | +12,050 | New | Q3 2026 | Oct 16, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 10,841 | 308 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Mariner, LLC | History | No change | 10,500 | 302 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 10,207 | 294 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 9,865 | 280 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 9,488 | 273 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 9,405 | 268 | 0.08% | 0.07% | 96 | +692 | 7.94% | Q3 2026 | Oct 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,060 | 261 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | Reduced | 9,041 | 257 | 0.02% | 0.03% | 98 | -2,212 | -19.66% | Q3 2026 | Oct 16, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 8,939 | 254 | 0.13% | 0.11% | 99 | +1,148 | 14.73% | Q3 2026 | Oct 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,702 | 251 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,996 | 230 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 8,015 | 228 | 0.07% | 0.07% | 102 | +350 | 4.57% | Q3 2026 | Oct 29, 2026 |
| Beckerman Institutional, LLC | History | No change | 7,807 | 225 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,820 | 222 | 0.01% | 0.01% | 104 | +645 | 8.99% | Q3 2026 | Oct 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,672 | 218 | 0.01% | 0.01% | 105 | +63 | 0.83% | Q3 2026 | Oct 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 7,475 | 212 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Williams & Novak Wealth Management, LLC | History | New | 7,300 | 207 | 0.12% | — | 108 | +7,300 | New | Q3 2026 | Oct 09, 2026 |
| Western Wealth Management, LLC | History | No change | 7,198 | 207 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 6,543 | 186 | 0.3% | 0.21% | 109 | -13,121 | -66.73% | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 6,107 | 176 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 5,349 | 152 | 0.01% | 0.01% | 111 | +1,248 | 30.43% | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,000 | 144 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 4,787 | 138 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,762 | 137 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 4,209 | 121 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 113 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 3,901 | 112 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 2,398 | 68 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| ASSETMARK, INC | History | No change | 1,797 | 51 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,748 | 49 | 0.01% | 0.01% | 120 | -296 | -14.48% | Q3 2026 | Oct 07, 2026 |
| Latitude Advisors, LLC | History | New | 1,566 | 44 | 0.01% | — | 121 | +1,566 | New | Q3 2026 | Oct 27, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,500 | 42 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,000 | 28 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 400 | 11 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 283 | 8 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 100 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 70 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,204 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -355 | -100.0% | Q3 2026 | Oct 26, 2026 |