FIRST TRUST EXCHANGE-TRADED FUND IV - LGOV
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 | Reduced | 4,147,654 | 88,759 | 0.02% | 0.02% | 1 | -118,015 | -2.77% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,114,701 | 45,255 | 0.01% | 0.01% | 2 | +94,243 | 4.66% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,824,095 | 39,035 | 0.0% | 0.0% | 3 | +131,832 | 7.79% | Q2 2026 | Aug 13, 2026 |
| GDS Wealth Management | History | Added to | 1,136,196 | 24,314 | 1.16% | 1.41% | 4 | +50,087 | 4.61% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,052,410 | 22,521 | 0.0% | 0.0% | 5 | +572,772 | 119.42% | Q2 2026 | Sep 02, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,018,281 | 21,791 | 0.79% | 0.81% | 6 | +82,078 | 8.77% | Q2 2026 | Aug 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 937,471 | 20,061 | 2.3% | 2.39% | 7 | +96,716 | 11.5% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | Added to | 873,428 | 18,691 | 0.21% | 0.23% | 8 | +2,716 | 0.31% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 834,214 | 17,852 | 0.02% | 0.02% | 9 | +67,132 | 8.75% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 827,103 | 17,700 | 0.0% | 0.0% | 10 | +14,495 | 1.78% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 735,433 | 15,738 | 0.04% | 0.04% | 11 | -71,923 | -8.91% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 571,686 | 12,234 | 0.1% | 0.13% | 12 | +35,412 | 6.6% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 535,772 | 11,465 | 0.07% | 0.08% | 13 | +42,686 | 8.66% | Q2 2026 | Sep 08, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 494,720 | 10,587 | 1.26% | 1.35% | 14 | -3,765 | -0.76% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 459,940 | 9,842 | 0.0% | 0.01% | 15 | -555,290 | -54.7% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Reduced | 457,557 | 9,791 | 0.4% | 1.12% | 16 | -678,243 | -59.72% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 434,003 | 9,287 | 0.01% | 0.01% | 17 | +39,477 | 10.01% | Q2 2026 | Aug 11, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 368,715 | 7,761 | 4.03% | 4.0% | 18 | +29,475 | 8.69% | Q2 2026 | Aug 20, 2026 |
| Tidemark, LLC | History | Reduced | 350,699 | 7,504 | 1.69% | 3.29% | 19 | -249,769 | -41.6% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 311,802 | 6,672 | 0.08% | 0.09% | 20 | +15,138 | 5.1% | Q2 2026 | Aug 18, 2026 |
| &PARTNERS | History | Added to | 309,722 | 6,628 | 0.03% | 0.02% | 21 | +94,311 | 43.78% | Q2 2026 | Aug 14, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 261,399 | 5,593 | 1.21% | 2.06% | 22 | -133,095 | -33.74% | Q2 2026 | Jul 13, 2026 |
| Heck Capital Advisors, LLC | History | New | 255,230 | 5,461 | 0.33% | — | 23 | +255,230 | New | Q2 2026 | Jul 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 236,943 | 5,070 | 0.04% | 0.06% | 24 | -35,543 | -13.04% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 221,507 | 4,740 | 0.01% | 0.0% | 25 | +95,117 | 75.26% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 206,018 | 4,408 | 0.01% | 0.02% | 26 | -26,966 | -11.57% | Q2 2026 | Aug 12, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 205,385 | 4,395 | 0.9% | — | 27 | +205,385 | New | Q2 2026 | Jul 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 198,691 | 4,252 | 0.04% | 0.04% | 28 | +9,345 | 4.94% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 195,709 | 4,188 | 0.07% | — | 29 | +195,709 | New | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | Reduced | 195,116 | 4,175 | 0.53% | 0.87% | 30 | -69,319 | -26.21% | Q2 2026 | Jul 23, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 191,848 | 4,105 | 0.6% | 2.4% | 31 | -504,429 | -72.45% | Q2 2026 | Jul 17, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 183,001 | 3,916 | 2.67% | 3.84% | 32 | -40,873 | -18.26% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | New | 178,317 | 3,815 | 0.01% | — | 33 | +178,317 | New | Q2 2026 | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 168,729 | 3,610 | 1.65% | 2.81% | 34 | -89,285 | -34.6% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 157,336 | 3,367 | 0.01% | 0.01% | 35 | +9,035 | 6.09% | Q2 2026 | Aug 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 148,365 | 3,175 | 0.89% | 0.94% | 36 | +9,616 | 6.93% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 142,186 | 3,042 | 0.04% | 0.05% | 37 | -6,272 | -4.22% | Q2 2026 | Jul 15, 2026 |
| Midwest Financial Group LLC | History | Added to | 134,827 | 2,885 | 1.01% | 1.16% | 38 | +8,949 | 7.11% | Q2 2026 | Jul 21, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 129,401 | 2,769 | 0.33% | 0.32% | 39 | +19,814 | 18.08% | Q2 2026 | Jul 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 127,861 | 2,736 | 0.82% | 0.82% | 40 | +18,619 | 17.04% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 124,590 | 2,666 | 0.0% | — | 41 | +124,590 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,838 | 2,521 | 0.01% | 0.01% | 42 | +3,030 | 2.64% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 113,789 | 2,435 | 0.08% | 0.11% | 43 | -30,088 | -20.91% | Q2 2026 | Jul 27, 2026 |
| Holistic Financial Partners | History | Reduced | 113,218 | 2,422 | 1.48% | 1.25% | 44 | -42,217 | -27.16% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | New | 112,137 | 2,399 | 0.05% | — | 45 | +112,137 | New | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 104,717 | 2,240 | 0.04% | 0.04% | 46 | +2,906 | 2.85% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | Added to | 104,410 | 2,234 | 0.0% | 0.0% | 47 | +5,777 | 5.86% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 102,955 | 2,203 | 0.0% | 0.0% | 48 | +73,756 | 252.6% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 98,736 | 2,112 | 0.0% | 0.0% | 49 | +7,481 | 8.2% | Q2 2026 | Jul 29, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 78,439 | 1,691 | 0.63% | 0.63% | 50 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 78,466 | 1,679 | 0.57% | 0.63% | 51 | +27 | 0.03% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 76,705 | 1,641 | 0.03% | 0.05% | 52 | -24,076 | -23.89% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 66,234 | 1,417 | 0.02% | 0.02% | 53 | +7,741 | 13.23% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 64,260 | 1,375 | 0.0% | 0.0% | 54 | +2,947 | 4.81% | Q2 2026 | Aug 06, 2026 |
| Investors Research Corp | History | Reduced | 63,225 | 1,353 | 0.24% | 0.27% | 55 | -1,988 | -3.05% | Q2 2026 | Jul 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 60,125 | 1,286 | 0.01% | 0.01% | 56 | -6,199 | -9.35% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 58,423 | 1,250 | 0.0% | 0.0% | 57 | -760 | -1.28% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 57,066 | 1,221 | 0.01% | 0.01% | 58 | +3,167 | 5.88% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 56,618 | 1,211 | 0.04% | — | 59 | +56,618 | New | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | Reduced | 50,342 | 1,077 | 0.24% | 0.43% | 60 | -25,976 | -34.04% | Q2 2026 | Jul 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 45,841 | 981 | 0.03% | 0.03% | 61 | +24 | 0.05% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 42,288 | 904 | 0.01% | 0.01% | 62 | +19,402 | 84.78% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 39,613 | 848 | 0.01% | 0.01% | 63 | -118 | -0.3% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 35,841 | 766 | 0.01% | 0.01% | 64 | +8,520 | 31.18% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,701 | 742 | 0.0% | 0.0% | 65 | +8,534 | 32.61% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 33,886 | 725 | 0.0% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 32,077 | 686 | 0.0% | 0.0% | 67 | +1,068 | 3.44% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 31,758 | 679 | 0.0% | 0.01% | 68 | -245,101 | -88.53% | Q2 2026 | Aug 05, 2026 |
| Maia Wealth LLC | History | Reduced | 31,703 | 678 | 0.1% | 0.12% | 69 | -1,015 | -3.1% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 31,381 | 671 | 0.0% | 0.0% | 70 | +16,417 | 109.71% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 30,926 | 661 | 0.28% | 0.3% | 71 | +1,340 | 4.53% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 30,598 | 654 | 0.04% | 0.03% | 72 | -2,662 | -8.0% | Q2 2026 | Aug 04, 2026 |
| IFS Group,LLC | History | Added to | 30,372 | 649 | 0.89% | 0.46% | 73 | +6,397 | 26.68% | Q2 2026 | Jul 23, 2026 |
| BAM Wealth Management, LLC | History | Added to | 29,786 | 637 | 0.4% | 0.33% | 74 | +9,295 | 45.36% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 27,117 | 580 | 0.0% | 0.0% | 75 | -239 | -0.87% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 26,359 | 564 | 0.02% | 0.03% | 76 | -5,007 | -15.96% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,164 | 538 | 0.0% | 0.0% | 77 | +52 | 0.21% | Q2 2026 | Jul 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 25,042 | 535 | 0.07% | 0.08% | 78 | -293 | -1.16% | Q2 2026 | Aug 11, 2026 |
| Providence First Trust Co | History | New | 23,641 | 505 | 0.14% | — | 80 | +23,641 | New | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 23,623 | 505 | 0.01% | — | 79 | +23,623 | New | Q2 2026 | Jul 07, 2026 |
| Sequent Planning LLC | History | Reduced | 23,456 | 501 | 0.11% | 0.64% | 81 | -99,924 | -80.99% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 23,207 | 496 | 0.0% | 0.01% | 82 | +2,435 | 11.72% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | Added to | 22,819 | 488 | 0.01% | 0.01% | 83 | +5 | 0.02% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 21,980 | 470 | 0.01% | 0.01% | 84 | -1,443 | -6.16% | Q2 2026 | Jul 20, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 20,945 | 448 | 0.28% | 0.33% | 85 | -669 | -3.1% | Q2 2026 | Jul 21, 2026 |
| Capital CS Group, LLC | History | New | 20,579 | 440 | 0.35% | — | 86 | +20,579 | New | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 20,468 | 438 | 0.01% | 0.01% | 87 | -26 | -0.13% | Q2 2026 | Aug 07, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 20,121 | 430 | 0.16% | 0.19% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,079 | 386 | 0.01% | 0.02% | 89 | -21,414 | -54.22% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 18,018 | 385 | 0.01% | 0.01% | 90 | +299 | 1.69% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | Added to | 17,952 | 384 | 0.07% | 0.08% | 91 | +96 | 0.54% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,833 | 381 | 0.0% | 0.01% | 92 | -733 | -3.95% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,678 | 378 | 0.0% | 0.0% | 93 | +3,200 | 22.1% | Q2 2026 | Aug 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 16,086 | 344 | 0.01% | 0.01% | 94 | +1,502 | 10.3% | Q2 2026 | Jul 24, 2026 |
| KKM Financial LLC | History | Added to | 15,061 | 322 | 0.04% | 0.06% | 95 | +747 | 5.22% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,668 | 313 | 0.0% | 0.0% | 96 | -69,423 | -82.56% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Added to | 13,959 | 298 | 0.03% | 0.03% | 97 | +1,371 | 10.89% | Q2 2026 | Jul 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 13,664 | 292 | 0.01% | 0.02% | 98 | -2,275 | -14.27% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 13,280 | 284 | 0.0% | 0.0% | 99 | -882 | -6.23% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,861 | 278 | 0.0% | 0.0% | 100 | -1,135 | -8.11% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 12,700 | 271 | 0.09% | 0.09% | 101 | -543 | -4.1% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | New | 12,448 | 266 | 0.0% | — | 103 | +12,448 | New | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,469 | 266 | 0.0% | 0.0% | 102 | -1,723 | -12.14% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,140 | 259 | 0.0% | 0.0% | 104 | +307 | 2.59% | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, LLC | History | Reduced | 11,903 | 254 | 0.03% | 0.09% | 105 | -5,299 | -30.8% | Q2 2026 | Aug 12, 2026 |
| Asset Allocation Strategies LLC | History | New | 11,274 | 241 | 0.04% | — | 106 | +11,274 | New | Q2 2026 | Aug 17, 2026 |
| World Investment Advisors | History | Added to | 10,604 | 227 | 0.0% | 0.0% | 107 | +259 | 2.5% | Q2 2026 | Aug 13, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 10,330 | 221 | 2.0% | 3.77% | 108 | -12,737 | -55.22% | Q2 2026 | Jul 31, 2026 |
| StoneX Group Inc. | History | New | 10,257 | 219 | 0.01% | — | 109 | +10,257 | New | Q2 2026 | Aug 12, 2026 |
| MBE Wealth Management, LLC | History | No change | 10,149 | 217 | 0.08% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Management Associates, Inc. | History | No change | 10,165 | 217 | 0.06% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 10,153 | 213 | 0.0% | 0.0% | 112 | +188 | 1.89% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,611 | 205 | 0.0% | 0.0% | 113 | +1,800 | 23.04% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,124 | 174 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| US BANCORP \DE\ | History | No change | 8,128 | 173 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 6,206 | 132 | 0.06% | — | 116 | +6,206 | New | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,428 | 94 | 0.01% | 0.01% | 117 | +104 | 2.41% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,148 | 88 | 0.02% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 4,010 | 85 | 0.02% | 0.03% | 119 | -266 | -6.22% | Q2 2026 | Aug 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,797 | 81 | 0.02% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,717 | 58 | 0.0% | — | 121 | +2,717 | New | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | Added to | 2,701 | 57 | 0.01% | 0.01% | 122 | +577 | 27.17% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 2,200 | 47 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 2,172 | 46 | 0.02% | — | 124 | +2,172 | New | Q2 2026 | Aug 07, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,952 | 41 | 0.01% | 0.01% | 125 | +21 | 1.09% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,863 | 39 | 0.0% | 0.0% | 126 | +704 | 60.74% | Q2 2026 | Aug 05, 2026 |
| My Portfolio Guide, LLC | History | No change | 1,661 | 35 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,561 | 33 | 0.03% | 0.02% | 128 | +331 | 26.91% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,501 | 32 | 0.0% | 0.0% | 129 | +1 | 0.07% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,453 | 31 | 0.0% | — | 130 | +1,440 | 11076.92% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Added to | 955 | 20 | 0.0% | 0.0% | 131 | +11 | 1.17% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 916 | 19 | 0.0% | 0.0% | 132 | +589 | 180.12% | Q2 2026 | Jul 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 738 | 15 | 0.0% | 0.0% | 133 | +367 | 98.92% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 723 | 15 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 679 | 14 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 643 | 13 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 450 | 9 | 0.0% | — | 141 | +450 | New | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 454 | 9 | 0.0% | 0.0% | 140 | +236 | 108.26% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 428 | 9 | 0.0% | 0.0% | 139 | +38 | 9.74% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 433 | 9 | 0.0% | 0.0% | 138 | -26 | -5.66% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 467 | 9 | 0.0% | 0.0% | 137 | +5 | 1.08% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 385 | 8 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coppell Advisory Solutions LLC | History | New | 23,548 | 7 | 0.0% | — | 143 | +23,548 | New | Q2 2026 | Aug 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 260 | 5 | 0.01% | — | 146 | +260 | New | Q2 2026 | Aug 05, 2026 |
| Key Capital Management, INC | History | Added to | 274 | 5 | 0.0% | 0.0% | 145 | +17 | 6.61% | Q2 2026 | Jul 27, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 262 | 5 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 232 | 4 | 0.0% | — | 148 | +232 | New | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 189 | 4 | 0.0% | — | 147 | +189 | New | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 146 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 99 | 2 | 0.0% | 0.0% | 150 | +30 | 43.48% | Q2 2026 | Jul 30, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 82 | 1 | 0.0% | 0.0% | 151 | +1 | 1.23% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -25,822 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.58% | — | -25,668 | -100.0% | Q2 2026 | Jul 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,872 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -18,088 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,056 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,782 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,798 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -566 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -512 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 46 | 0 | — | — | — | +46 | New | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 30 | 0 | — | — | — | +2 | 7.14% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |