Franklin U.S. Mid Cap Multifactor Index ETF(FLQM)

$59.50—

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Franklin U.S. Mid Cap Multifactor Index ETF(FLQM)

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$59.50—

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FLQM(FLQM)

FLQM

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 200 Institutional Holders

Holder	Shares	Date	Change	% Held
EAGLE WEALTH STRATEGIES LLC	471.78K	Jun 30, 26	+33.15K	1.81%
Orgel Wealth Management, LLC	54.70K	Jun 30, 26	-1.74M	0.21%
Focus Financial Network, Inc.	53.34K	Jun 30, 26	+1.12K	0.20%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	49.43K	Jun 30, 26	-7.54K	0.19%
Redhawk Wealth Advisors, Inc.	28.04K	Jun 30, 26	-170.88K	0.11%
Merit Financial Group, LLC	20.31K	Jun 30, 26	-27.40K	0.08%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	17.66K	Jun 30, 26	+95	0.07%
SHEETS SMITH WEALTH MANAGEMENT	16.10K	Jun 30, 26	--	0.06%
Dynamic Advisor Solutions LLC	9.46K	Jun 30, 26	-4.23K	0.04%
MBL Wealth, LLC	8.44K	Jun 30, 26	+2.77K	0.03%
Southland Equity Partners LLC	7.84K	Jun 30, 26	-50	0.03%
Bison Wealth, LLC	4.35K	Jun 30, 26	+255	0.02%
First Heartland Consultants, Inc.	3.82K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	3.44K	Jun 30, 26	-926	0.01%
RICHARDS, MERRILL & PETERSON, INC.	949	Jun 30, 26	--	0.00%
Register Financial Advisors LLC	915	Jun 30, 26	+915	0.00%
CoreCap Advisors, LLC	63	Jun 30, 26	+63	0.00%
Trust Co	61	Jun 30, 26	+10	0.00%
JFS WEALTH ADVISORS, LLC	19	Jun 30, 26	+19	0.00%
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-85.00K	--
WORLD EQUITY GROUP, INC.	--	Jun 30, 26	-25.03K	--
Security National Bank	--	Jun 30, 26	-290	--
Nova Wealth Management, Inc.	--	Jun 30, 26	-145	--
LPL Financial LLC	3.10M	Mar 31, 26	+220.12K	11.88%
AMERIPRISE FINANCIAL INC	2.04M	Mar 31, 26	-4.74K	7.81%
RAYMOND JAMES FINANCIAL INC	1.52M	Mar 31, 26	-340.01K	5.82%
Cetera Investment Advisers	1.45M	Mar 31, 26	+142.62K	5.57%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	912.53K	Mar 31, 26	-53.39K	3.49%
Harbor Group, Inc.	901.41K	Mar 31, 26	+74.75K	3.45%
Larson Financial Group LLC	899.00K	Mar 31, 26	+135.76K	3.44%
BANK OF AMERICA CORP /DE/	675.14K	Mar 31, 26	-56.70K	2.58%
CWM, LLC	667.64K	Mar 31, 26	-95.98K	2.56%
MORGAN STANLEY	642.18K	Mar 31, 26	-46.81K	2.46%
HighTower Advisors, LLC	588.96K	Mar 31, 26	+38.76K	2.25%
Private Advisor Group, LLC	485.37K	Mar 31, 26	-23.92K	1.86%
Federation des caisses Desjardins du Quebec	430.25K	Mar 31, 26	+32.89K	1.65%
STIFEL FINANCIAL CORP	412.31K	Mar 31, 26	+39.54K	1.58%
FINANCIAL CONSULATE, INC	376.02K	Mar 31, 26	-4.16K	1.44%
ROYAL BANK OF CANADA	322.76K	Mar 31, 26	+1.07K	1.24%
JONES FINANCIAL COMPANIES LLLP	318.99K	Mar 31, 26	+4.61K	1.22%
ENVESTNET ASSET MANAGEMENT INC	271.95K	Mar 31, 26	+19.32K	1.04%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	265.79K	Mar 31, 26	-50.86K	1.02%
ADVISOR GROUP HOLDINGS, INC.	242.48K	Mar 31, 26	-64.23K	0.93%
Sherrill & Hutchins Financial Advisory, Inc	241.10K	Mar 31, 26	+14.02K	0.92%
Cambridge Investment Research Advisors, Inc.	240.50K	Mar 31, 26	-34.21K	0.92%
Janney Montgomery Scott LLC	204.34K	Mar 31, 26	+28.05K	0.78%
Fundamentum, LLC	200.62K	Mar 31, 26	+4.21K	0.77%
Integrity Financial Corp /WA	159.27K	Mar 31, 26	+5.55K	0.61%
Resources Investment Advisors, LLC.	154.46K	Mar 31, 26	-22.85K	0.59%
Keystone Financial Services, LLC	150.31K	Mar 31, 26	+9.25K	0.58%
Snowden Capital Advisors LLC	132.23K	Mar 31, 26	+117	0.51%
NewEdge Advisors, LLC	126.26K	Mar 31, 26	+21.25K	0.48%
KESTRA PRIVATE WEALTH SERVICES, LLC	119.89K	Mar 31, 26	-11.77K	0.46%
JPMORGAN CHASE & CO	113.44K	Mar 31, 26	+81.41K	0.43%
Beaumont Capital Management, LLC	109.07K	Mar 31, 26	+5.06K	0.42%
COMMONWEALTH EQUITY SERVICES, LLC	108.30K	Mar 31, 26	+6.05K	0.41%
Independent Advisor Alliance	104.77K	Mar 31, 26	+104.77K	0.40%
AssuredPartners Investment Advisors, LLC	95.98K	Mar 31, 26	+95.98K	0.37%
CAPTRUST FINANCIAL ADVISORS	94.45K	Mar 31, 26	-55.41K	0.36%
WILEY BROS.-AINTREE CAPITAL, LLC	94.29K	Mar 31, 26	+1.96K	0.36%
KPP Advisory Services LLC	88.49K	Mar 31, 26	-5.69K	0.34%
Advisory Services Network, LLC	81.24K	Mar 31, 26	+3.79K	0.31%
Paul Damon & Associates, Inc.	81.17K	Mar 31, 26	-5.75K	0.31%
IFP Advisors, Inc	79.09K	Mar 31, 26	+16.94K	0.30%
Kestra Advisory Services, LLC	64.95K	Mar 31, 26	-3.33K	0.25%
IAG Wealth Partners, LLC	64.53K	Mar 31, 26	+2.71K	0.25%
Geneos Wealth Management Inc.	59.50K	Mar 31, 26	-2.85K	0.23%
VICUS CAPITAL	58.91K	Mar 31, 26	+5.17K	0.23%
Steward Partners Investment Advisory, LLC	52.94K	Mar 31, 26	-4.27K	0.20%
Perigon Wealth Management, LLC	50.40K	Mar 31, 26	+5.49K	0.19%
Intrua Financial, LLC	49.30K	Mar 31, 26	+6.31K	0.19%
Equitable Holdings, Inc.	45.54K	Mar 31, 26	-7.89K	0.17%
Berger Financial Group, Inc	43.94K	Mar 31, 26	+1.19K	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	40.03K	Mar 31, 26	+40.03K	0.15%
Smartleaf Asset Management LLC	39.46K	Mar 31, 26	-10	0.15%
BYRNE FINANCIAL FREEDOM, LLC	37.49K	Mar 31, 26	-1.55K	0.14%
Ridgeline Wealth Planning, LLC	36.34K	Mar 31, 26	-141	0.14%
Riverbend Wealth Management, LLC	36.04K	Mar 31, 26	+2.73K	0.14%
OPPENHEIMER & CO INC	32.97K	Mar 31, 26	-1.26K	0.13%
MML INVESTORS SERVICES, LLC	30.24K	Mar 31, 26	-88.64K	0.12%
WCG Wealth Advisors LLC	28.91K	Mar 31, 26	+560	0.11%
HAZLETT, BURT & WATSON, INC.	26.73K	Mar 31, 26	+329	0.10%
Concurrent Investment Advisors, LLC	26.16K	Mar 31, 26	+728	0.10%
FRANKLIN RESOURCES INC	25.42K	Mar 31, 26	+1.17K	0.10%
Mutual Advisors, LLC	25.31K	Mar 31, 26	-1.72K	0.10%
Atria Investments, Inc	23.49K	Mar 31, 26	+1.84K	0.09%
Stratos Wealth Partners, LTD.	23.43K	Mar 31, 26	-1.85K	0.09%
CITADEL ADVISORS LLC	22.95K	Mar 31, 26	+2.44K	0.09%
GOLDMAN SACHS GROUP INC	22.25K	Mar 31, 26	+22.25K	0.09%
MONEYWISE, INC.	20.38K	Mar 31, 26	-4.57K	0.08%
Forefront Wealth Partners, LLC	20.11K	Mar 31, 26	+3.44K	0.08%
TRUIST FINANCIAL CORP	18.55K	Mar 31, 26	-288	0.07%
Rockefeller Capital Management L.P.	17.80K	Mar 31, 26	-1.30K	0.07%
Beaumont Financial Advisors, LLC	17.75K	Mar 31, 26	+1.07K	0.07%
Essex Financial Services, Inc.	16.78K	Mar 31, 26	-177	0.06%
HARBOUR INVESTMENTS, INC.	16.67K	Mar 31, 26	+584	0.06%
LEAVELL INVESTMENT MANAGEMENT, INC.	16.50K	Mar 31, 26	-6.42K	0.06%
JANE STREET GROUP, LLC	15.53K	Mar 31, 26	+15.53K	0.06%
D.A. DAVIDSON & CO.	13.98K	Mar 31, 26	-70	0.05%
Sanctuary Advisors, LLC	12.88K	Mar 31, 26	-91	0.05%
PLANWISER FINANCIAL, LLC	11.70K	Mar 31, 26	+467	0.04%
HighPoint Advisor Group LLC	11.64K	Mar 31, 26	+5	0.04%
Mariner, LLC	11.63K	Mar 31, 26	+11	0.04%
Envestnet Portfolio Solutions, Inc.	11.15K	Mar 31, 26	+2.05K	0.04%
Sigma Planning Corp	9.80K	Mar 31, 26	-5.74K	0.04%
Cornerstone Wealth Management, LLC	9.76K	Mar 31, 26	-635	0.04%
Leo Wealth, LLC	9.75K	Mar 31, 26	-8.47K	0.04%
VeraBank, N.A.	9.19K	Mar 31, 26	-306	0.04%
Brinker Capital Investments, LLC	9.15K	Mar 31, 26	-177.21K	0.04%
PRINCIPAL SECURITIES, INC.	8.93K	Mar 31, 26	+906	0.03%
Onyx Bridge Wealth Group LLC	8.69K	Mar 31, 26	+4.68K	0.03%
Strategic Equity Management	8.40K	Mar 31, 26	-2.31K	0.03%
ProVise Management Group, LLC	8.32K	Mar 31, 26	+80	0.03%
LANDMARK WEALTH MANAGEMENT, INC.	8.28K	Mar 31, 26	-143	0.03%
AQR CAPITAL MANAGEMENT LLC	7.79K	Mar 31, 26	-1.29K	0.03%
J.W. COLE ADVISORS, INC.	7.79K	Mar 31, 26	-770	0.03%
COZAD ASSET MANAGEMENT INC	7.63K	Mar 31, 26	+7	0.03%
PACIFIC SUN FINANCIAL CORP	7.45K	Mar 31, 26	+320	0.03%
Greykasell Wealth Strategies, Inc.	6.98K	Mar 31, 26	--	0.03%
Summit Financial, LLC	6.54K	Mar 31, 26	-2.26K	0.03%
Solano Wealth Investment Advisors LLC	6.45K	Mar 31, 26	-267	0.02%
FULTON BREAKEFIELD BROENNIMAN LLC	6.28K	Mar 31, 26	--	0.02%
PARK AVENUE SECURITIES LLC	6.19K	Mar 31, 26	-888	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6.18K	Mar 31, 26	+421	0.02%
PERSONAL CFO SOLUTIONS, LLC	5.88K	Mar 31, 26	--	0.02%
Redwood Financial Network Corp	5.87K	Mar 31, 26	-1.30K	0.02%
FMR LLC	5.79K	Mar 31, 26	+50	0.02%
Western Wealth Management, LLC	5.54K	Mar 31, 26	-423	0.02%
Axis Wealth Partners, LLC	5.36K	Mar 31, 26	-1.05K	0.02%
Advisor Resource Council	5.27K	Mar 31, 26	-510	0.02%
Empirical Asset Management, LLC	4.93K	Mar 31, 26	-572	0.02%
Keystone Financial Group	4.79K	Mar 31, 26	+325	0.02%
Signature Wealth Management Group	4.45K	Mar 31, 26	+4.45K	0.02%
Farther Finance Advisors, LLC	4.37K	Mar 31, 26	-634	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4.31K	Mar 31, 26	+4.31K	0.02%
Trademark Financial Management, LLC	4.17K	Mar 31, 26	-305	0.02%
D. E. Shaw & Co., Inc.	4.15K	Mar 31, 26	--	0.02%
CITIGROUP INC	3.78K	Mar 31, 26	+3.50K	0.01%
AdvisorNet Financial, Inc	3.70K	Mar 31, 26	-240	0.01%
PRIVATE TRUST CO NA	3.68K	Mar 31, 26	-11	0.01%
WELLS FARGO & COMPANY/MN	2.82K	Mar 31, 26	+2.63K	0.01%
Access Investment Management LLC	2.15K	Mar 31, 26	+2.15K	0.01%
Ancora Advisors, LLC	1.66K	Mar 31, 26	--	0.01%
Capital Investment Advisory Services, LLC	1.63K	Mar 31, 26	-86	0.01%
Steigerwald, Gordon & Koch Inc.	1.49K	Mar 31, 26	--	0.01%
Capital Analysts, LLC	1.11K	Mar 31, 26	-2.60K	0.00%
FIFTH THIRD BANCORP	909	Mar 31, 26	+909	0.00%
Bogart Wealth, LLC	495	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	485	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	300	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	265	Mar 31, 26	+265	0.00%
C M BIDWELL & ASSOCIATES LTD	260	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	237	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	199	Mar 31, 26	--	0.00%
Allworth Financial LP	175	Mar 31, 26	--	0.00%
ASSETMARK, INC	156	Mar 31, 26	+138	0.00%
Frazier Financial Advisors, LLC	119	Mar 31, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	113	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	100	Mar 31, 26	-30	0.00%
AE Wealth Management LLC	63	Mar 31, 26	-242	0.00%
NATIONAL BANK OF CANADA /FI/	44	Mar 31, 26	+44	0.00%
WealthShield Partners, LLC	43	Mar 31, 26	+43	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-14.59K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-48.60K	--
MGO ONE SEVEN LLC	--	Mar 31, 26	-18.49K	--
UBS Group AG	--	Mar 31, 26	-848	--
WBI INVESTMENTS, INC.	--	Mar 31, 26	-5.58K	--
Investor's Fiduciary Advisor Network, LLC	--	Mar 31, 26	-4.11K	--
AllGen Financial Advisors, Inc.	--	Mar 31, 26	-159.76K	--
Caprock Group, LLC	--	Mar 31, 26	-3.62K	--
M Holdings Securities, Inc.	--	Mar 31, 26	-11.80K	--
TWO SIGMA INVESTMENTS, LP	--	Mar 31, 26	-112.60K	--
IFG Advisory, LLC	--	Mar 31, 26	-7.51K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-10.35K	--
GREAT VALLEY ADVISOR GROUP, INC.	--	Mar 31, 26	-17.73K	--
AllGen Financial Advisors, Inc.	159.76K	Dec 31, 25	-17.20K	0.61%
Thomasville National Bank	81.15K	Dec 31, 25	+3.28K	0.31%
AIFG Consultants Ltd.	36.01K	Dec 31, 25	+5.92K	0.14%
CIBC Private Wealth Group, LLC	1.64K	Dec 31, 25	--	0.01%
COMERICA BANK	909	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	22	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	18	Dec 31, 25	+18	0.00%
PINNACLE FINANCIAL PARTNERS INC	8.84K	Sep 30, 25	+220	0.03%
AVANTAX ADVISORY SERVICES, INC.	140.22K	Jun 30, 25	+16.21K	0.54%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-10.83K	--
Orion Portfolio Solutions, LLC	13.95K	Mar 31, 25	+1.15K	0.05%
Bison Wealth, LLC	48.52K	Dec 31, 24	-18.66K	0.19%
Riggs Capital Management LLC	45.32K	Dec 31, 24	+45.32K	0.17%
TAP Consulting, LLC	21.42K	Dec 31, 24	+21.42K	0.08%
WINTRUST INVESTMENTS LLC	4.14K	Dec 31, 24	+4.14K	0.02%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-290	--
Raymond James Financial Services Advisors, Inc.	1.40M	Sep 30, 24	+128.97K	5.37%
RAYMOND JAMES & ASSOCIATES	360.28K	Sep 30, 24	+17.53K	1.38%
Aspire Wealth Management Corp	1.32K	Sep 30, 24	+492	0.01%
Solano Wealth Management, Inc.	45.97K	Jun 30, 24	+5.64K	0.18%
Cetera Advisors LLC	153.01K	Mar 31, 24	-28.76K	0.59%
Cetera Advisor Networks LLC	43.81K	Mar 31, 24	-422	0.17%
DB Wealth Management Group, LLC	1.62K	Dec 31, 23	--	0.01%
Advisor Group, Inc.	42.01K	Dec 31, 19	+41.71K	0.16%
LADENBURG THALMANN FINANCIAL SERVICES INC.	12.46K	Dec 31, 19	+1.14K	0.05%

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Holder

Date

Change

% Held

EAGLE WEALTH STRATEGIES LLC

471.78K

Jun 30, 26

+33.15K

1.81%

Orgel Wealth Management, LLC

54.70K

Jun 30, 26

-1.74M

0.21%

Focus Financial Network, Inc.

53.34K

Jun 30, 26

+1.12K

0.20%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

49.43K

Jun 30, 26

-7.54K

0.19%

Redhawk Wealth Advisors, Inc.

28.04K

Jun 30, 26

-170.88K

0.11%

Merit Financial Group, LLC

20.31K

Jun 30, 26

-27.40K

0.08%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

17.66K

Jun 30, 26

+95

0.07%

SHEETS SMITH WEALTH MANAGEMENT

16.10K

Jun 30, 26

0.06%

Dynamic Advisor Solutions LLC

9.46K

Jun 30, 26

-4.23K

0.04%

MBL Wealth, LLC

8.44K

Jun 30, 26

+2.77K

0.03%

Southland Equity Partners LLC

7.84K

Jun 30, 26

-50

0.03%

Bison Wealth, LLC

4.35K

Jun 30, 26

+255

0.02%

First Heartland Consultants, Inc.

3.82K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

3.44K

Jun 30, 26

-926

0.01%

RICHARDS, MERRILL & PETERSON, INC.

949

Jun 30, 26

0.00%

915

Jun 30, 26

+915

0.00%

CoreCap Advisors, LLC

Jun 30, 26

+63

0.00%

Trust Co

Jun 30, 26

+10

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+19

0.00%

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-85.00K

WORLD EQUITY GROUP, INC.

Jun 30, 26

-25.03K

Security National Bank

Jun 30, 26

-290

Nova Wealth Management, Inc.

Jun 30, 26

-145

LPL Financial LLC

3.10M

Mar 31, 26

+220.12K

11.88%

AMERIPRISE FINANCIAL INC

2.04M

Mar 31, 26

-4.74K

7.81%

RAYMOND JAMES FINANCIAL INC

1.52M

Mar 31, 26

-340.01K

5.82%

Cetera Investment Advisers

1.45M

Mar 31, 26

+142.62K

5.57%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

912.53K

Mar 31, 26

-53.39K

3.49%

Harbor Group, Inc.

901.41K

Mar 31, 26

+74.75K

3.45%

Larson Financial Group LLC

899.00K

Mar 31, 26

+135.76K

3.44%

BANK OF AMERICA CORP /DE/

675.14K

Mar 31, 26

-56.70K

2.58%

CWM, LLC

667.64K

Mar 31, 26

-95.98K

2.56%

MORGAN STANLEY

642.18K

Mar 31, 26

-46.81K

2.46%

HighTower Advisors, LLC

588.96K

Mar 31, 26

+38.76K

2.25%

Private Advisor Group, LLC

485.37K

Mar 31, 26

-23.92K

1.86%

Federation des caisses Desjardins du Quebec

430.25K

Mar 31, 26

+32.89K

1.65%

STIFEL FINANCIAL CORP

412.31K

Mar 31, 26

+39.54K

1.58%

FINANCIAL CONSULATE, INC

376.02K

Mar 31, 26

-4.16K

1.44%

ROYAL BANK OF CANADA

322.76K

Mar 31, 26

+1.07K

1.24%

JONES FINANCIAL COMPANIES LLLP

318.99K

Mar 31, 26

+4.61K

1.22%

ENVESTNET ASSET MANAGEMENT INC

271.95K

Mar 31, 26

+19.32K

1.04%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

265.79K

Mar 31, 26

-50.86K

1.02%

ADVISOR GROUP HOLDINGS, INC.

242.48K

Mar 31, 26

-64.23K

0.93%

Sherrill & Hutchins Financial Advisory, Inc

241.10K

Mar 31, 26

+14.02K

0.92%

Cambridge Investment Research Advisors, Inc.

240.50K

Mar 31, 26

-34.21K

0.92%

Janney Montgomery Scott LLC

204.34K

Mar 31, 26

+28.05K

0.78%

Fundamentum, LLC

200.62K

Mar 31, 26

+4.21K

0.77%

Integrity Financial Corp /WA

159.27K

Mar 31, 26

+5.55K

0.61%

Resources Investment Advisors, LLC.

154.46K

Mar 31, 26

-22.85K

0.59%

Keystone Financial Services, LLC

150.31K

Mar 31, 26

+9.25K

0.58%

Snowden Capital Advisors LLC

132.23K

Mar 31, 26

+117

0.51%

NewEdge Advisors, LLC

126.26K

Mar 31, 26

+21.25K

0.48%

KESTRA PRIVATE WEALTH SERVICES, LLC

119.89K

Mar 31, 26

-11.77K

0.46%

JPMORGAN CHASE & CO

113.44K

Mar 31, 26

+81.41K

0.43%

Beaumont Capital Management, LLC

109.07K

Mar 31, 26

+5.06K

0.42%

COMMONWEALTH EQUITY SERVICES, LLC

108.30K

Mar 31, 26

+6.05K

0.41%

Independent Advisor Alliance

104.77K

Mar 31, 26

+104.77K

0.40%

AssuredPartners Investment Advisors, LLC

95.98K

Mar 31, 26

+95.98K

0.37%

CAPTRUST FINANCIAL ADVISORS

94.45K

Mar 31, 26

-55.41K

0.36%

WILEY BROS.-AINTREE CAPITAL, LLC

94.29K

Mar 31, 26

+1.96K

0.36%

KPP Advisory Services LLC

88.49K

Mar 31, 26

-5.69K

0.34%

Advisory Services Network, LLC

81.24K

Mar 31, 26

+3.79K

0.31%

Paul Damon & Associates, Inc.

81.17K

Mar 31, 26

-5.75K

0.31%

IFP Advisors, Inc

79.09K

Mar 31, 26

+16.94K

0.30%

Kestra Advisory Services, LLC

64.95K

Mar 31, 26

-3.33K

0.25%

IAG Wealth Partners, LLC

64.53K

Mar 31, 26

+2.71K

0.25%

Geneos Wealth Management Inc.

59.50K

Mar 31, 26

-2.85K

0.23%

VICUS CAPITAL

58.91K

Mar 31, 26

+5.17K

0.23%

Steward Partners Investment Advisory, LLC

52.94K

Mar 31, 26

-4.27K

0.20%

Perigon Wealth Management, LLC

50.40K

Mar 31, 26

+5.49K

0.19%

Intrua Financial, LLC

49.30K

Mar 31, 26

+6.31K

0.19%

Equitable Holdings, Inc.

45.54K

Mar 31, 26

-7.89K

0.17%

Berger Financial Group, Inc

43.94K

Mar 31, 26

+1.19K

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

40.03K

Mar 31, 26

+40.03K

0.15%

Smartleaf Asset Management LLC

39.46K

Mar 31, 26

-10

0.15%

BYRNE FINANCIAL FREEDOM, LLC

37.49K

Mar 31, 26

-1.55K

0.14%

Ridgeline Wealth Planning, LLC

36.34K

Mar 31, 26

-141

0.14%

Riverbend Wealth Management, LLC

36.04K

Mar 31, 26

+2.73K

0.14%

OPPENHEIMER & CO INC

32.97K

Mar 31, 26

-1.26K

0.13%

MML INVESTORS SERVICES, LLC

30.24K

Mar 31, 26

-88.64K

0.12%

WCG Wealth Advisors LLC

28.91K

Mar 31, 26

+560

0.11%

HAZLETT, BURT & WATSON, INC.

26.73K

Mar 31, 26

+329

0.10%

Concurrent Investment Advisors, LLC

26.16K

Mar 31, 26

+728

0.10%

FRANKLIN RESOURCES INC

25.42K

Mar 31, 26

+1.17K

0.10%

Mutual Advisors, LLC

25.31K

Mar 31, 26

-1.72K

0.10%

Atria Investments, Inc

23.49K

Mar 31, 26

+1.84K

0.09%

Stratos Wealth Partners, LTD.

23.43K

Mar 31, 26

-1.85K

0.09%

CITADEL ADVISORS LLC

22.95K

Mar 31, 26

+2.44K

0.09%

GOLDMAN SACHS GROUP INC

22.25K

Mar 31, 26

+22.25K

0.09%

MONEYWISE, INC.

20.38K

Mar 31, 26

-4.57K

0.08%

Forefront Wealth Partners, LLC

20.11K

Mar 31, 26

+3.44K

0.08%

TRUIST FINANCIAL CORP

18.55K

Mar 31, 26

-288

0.07%

Rockefeller Capital Management L.P.

17.80K

Mar 31, 26

-1.30K

0.07%

Beaumont Financial Advisors, LLC

17.75K

Mar 31, 26

+1.07K

0.07%

Essex Financial Services, Inc.

16.78K

Mar 31, 26

-177

0.06%

HARBOUR INVESTMENTS, INC.

16.67K

Mar 31, 26

+584

0.06%

LEAVELL INVESTMENT MANAGEMENT, INC.

16.50K

Mar 31, 26

-6.42K

0.06%

JANE STREET GROUP, LLC

15.53K

Mar 31, 26

+15.53K

0.06%

D.A. DAVIDSON & CO.

13.98K

Mar 31, 26

-70

0.05%

Sanctuary Advisors, LLC

12.88K

Mar 31, 26

-91

0.05%

PLANWISER FINANCIAL, LLC

11.70K

Mar 31, 26

+467

0.04%

HighPoint Advisor Group LLC

11.64K

Mar 31, 26

0.04%

Mariner, LLC

11.63K

Mar 31, 26

+11

0.04%

Envestnet Portfolio Solutions, Inc.

11.15K

Mar 31, 26

+2.05K

0.04%

Sigma Planning Corp

9.80K

Mar 31, 26

-5.74K

0.04%

Cornerstone Wealth Management, LLC

9.76K

Mar 31, 26

-635

0.04%

Leo Wealth, LLC

9.75K

Mar 31, 26

-8.47K

0.04%

VeraBank, N.A.

9.19K

Mar 31, 26

-306

0.04%

Brinker Capital Investments, LLC

9.15K

Mar 31, 26

-177.21K

0.04%

PRINCIPAL SECURITIES, INC.

8.93K

Mar 31, 26

+906

0.03%

Onyx Bridge Wealth Group LLC

8.69K

Mar 31, 26

+4.68K

0.03%

Strategic Equity Management

8.40K

Mar 31, 26

-2.31K

0.03%

ProVise Management Group, LLC

8.32K

Mar 31, 26

+80

0.03%

LANDMARK WEALTH MANAGEMENT, INC.

8.28K

Mar 31, 26

-143

0.03%

AQR CAPITAL MANAGEMENT LLC

7.79K

Mar 31, 26

-1.29K

0.03%

J.W. COLE ADVISORS, INC.

7.79K

Mar 31, 26

-770

0.03%

COZAD ASSET MANAGEMENT INC

7.63K

Mar 31, 26

0.03%

PACIFIC SUN FINANCIAL CORP

7.45K

Mar 31, 26

+320

0.03%

Greykasell Wealth Strategies, Inc.

6.98K

Mar 31, 26

0.03%

Summit Financial, LLC

6.54K

Mar 31, 26

-2.26K

0.03%

Solano Wealth Investment Advisors LLC

6.45K

Mar 31, 26

-267

0.02%

FULTON BREAKEFIELD BROENNIMAN LLC

6.28K

Mar 31, 26

0.02%

PARK AVENUE SECURITIES LLC

6.19K

Mar 31, 26

-888

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.18K

Mar 31, 26

+421

0.02%

PERSONAL CFO SOLUTIONS, LLC

5.88K

Mar 31, 26

0.02%

Redwood Financial Network Corp

5.87K

Mar 31, 26

-1.30K

0.02%

FMR LLC

5.79K

Mar 31, 26

+50

0.02%

Western Wealth Management, LLC

5.54K

Mar 31, 26

-423

0.02%

Axis Wealth Partners, LLC

5.36K

Mar 31, 26

-1.05K

0.02%

Advisor Resource Council

5.27K

Mar 31, 26

-510

0.02%

Empirical Asset Management, LLC

4.93K

Mar 31, 26

-572

0.02%

Keystone Financial Group

4.79K

Mar 31, 26

+325

0.02%

Signature Wealth Management Group

4.45K

Mar 31, 26

+4.45K

0.02%

Farther Finance Advisors, LLC

4.37K

Mar 31, 26

-634

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

4.31K

Mar 31, 26

+4.31K

0.02%

Trademark Financial Management, LLC

4.17K

Mar 31, 26

-305

0.02%

D. E. Shaw & Co., Inc.

4.15K

Mar 31, 26

0.02%

CITIGROUP INC

3.78K

Mar 31, 26

+3.50K

0.01%

AdvisorNet Financial, Inc

3.70K

Mar 31, 26

-240

0.01%

PRIVATE TRUST CO NA

3.68K

Mar 31, 26

-11

0.01%

WELLS FARGO & COMPANY/MN

2.82K

Mar 31, 26

+2.63K

0.01%

Access Investment Management LLC

2.15K

Mar 31, 26

+2.15K

0.01%

Ancora Advisors, LLC

1.66K

Mar 31, 26

0.01%

Capital Investment Advisory Services, LLC

1.63K

Mar 31, 26

-86

0.01%

Steigerwald, Gordon & Koch Inc.

1.49K

Mar 31, 26

0.01%

Capital Analysts, LLC

1.11K

Mar 31, 26

-2.60K

0.00%

FIFTH THIRD BANCORP

909

Mar 31, 26

+909

0.00%

Bogart Wealth, LLC

495

Mar 31, 26

0.00%

Clearstead Advisors, LLC

485

Mar 31, 26

0.00%

BESSEMER GROUP INC

300

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

265

Mar 31, 26

+265

0.00%

C M BIDWELL & ASSOCIATES LTD

260

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

237

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

199

Mar 31, 26

0.00%

Allworth Financial LP

175

Mar 31, 26

0.00%

ASSETMARK, INC

156

Mar 31, 26

+138

0.00%

Frazier Financial Advisors, LLC

119

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

113

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

100

Mar 31, 26

-30

0.00%

AE Wealth Management LLC

Mar 31, 26

-242

0.00%

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

+44

0.00%

WealthShield Partners, LLC

Mar 31, 26

+43

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-14.59K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-48.60K

MGO ONE SEVEN LLC

Mar 31, 26

-18.49K

UBS Group AG

Mar 31, 26

-848

WBI INVESTMENTS, INC.

Mar 31, 26

-5.58K

Investor's Fiduciary Advisor Network, LLC

Mar 31, 26

-4.11K

AllGen Financial Advisors, Inc.

Mar 31, 26

-159.76K

Caprock Group, LLC

Mar 31, 26

-3.62K

M Holdings Securities, Inc.

Mar 31, 26

-11.80K

TWO SIGMA INVESTMENTS, LP

Mar 31, 26

-112.60K

IFG Advisory, LLC

Mar 31, 26

-7.51K

Clear Point Advisors Inc.

Mar 31, 26

-10.35K

GREAT VALLEY ADVISOR GROUP, INC.

Mar 31, 26

-17.73K

AllGen Financial Advisors, Inc.

159.76K

Dec 31, 25

-17.20K

0.61%

Thomasville National Bank

81.15K

Dec 31, 25

+3.28K

0.31%

AIFG Consultants Ltd.

36.01K

Dec 31, 25

+5.92K

0.14%

CIBC Private Wealth Group, LLC

1.64K

Dec 31, 25

0.01%

COMERICA BANK

909

Dec 31, 25

0.00%

Global Retirement Partners, LLC

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+18

0.00%

PINNACLE FINANCIAL PARTNERS INC

8.84K

Sep 30, 25

+220

0.03%

AVANTAX ADVISORY SERVICES, INC.

140.22K

Jun 30, 25

+16.21K

0.54%

Atria Wealth Solutions, Inc.

Jun 30, 25

-10.83K

Orion Portfolio Solutions, LLC

13.95K

Mar 31, 25

+1.15K

0.05%

Bison Wealth, LLC

48.52K

Dec 31, 24

-18.66K

0.19%

Riggs Capital Management LLC

45.32K

Dec 31, 24

+45.32K

0.17%

TAP Consulting, LLC

21.42K

Dec 31, 24

+21.42K

0.08%

WINTRUST INVESTMENTS LLC

4.14K

Dec 31, 24

+4.14K

0.02%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-290

Raymond James Financial Services Advisors, Inc.

1.40M

Sep 30, 24

+128.97K

5.37%

RAYMOND JAMES & ASSOCIATES

360.28K

Sep 30, 24

+17.53K

1.38%

Aspire Wealth Management Corp

1.32K

Sep 30, 24

+492

0.01%

Solano Wealth Management, Inc.

45.97K

Jun 30, 24

+5.64K

0.18%

Cetera Advisors LLC

153.01K

Mar 31, 24

-28.76K

0.59%

Cetera Advisor Networks LLC

43.81K

Mar 31, 24

-422

0.17%

DB Wealth Management Group, LLC

1.62K

Dec 31, 23

0.01%

Advisor Group, Inc.

42.01K

Dec 31, 19

+41.71K

0.16%

LADENBURG THALMANN FINANCIAL SERVICES INC.

12.46K

Dec 31, 19

+1.14K

0.05%