FIRST TRUST EXCHANGE-TRADED FUND - 33733E690
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | History | Added to | 2,877,390 | 59,820 | 0.19% | 0.05% | 1 | +2,232,668 | 346.3% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,901,359 | 39,529 | 0.05% | 0.01% | 2 | +1,599,672 | 530.24% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 1,522,575 | 31,425 | 0.05% | — | 3 | +1,522,575 | New | Q2 2026 | Jul 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 1,212,362 | 24,938 | 1.47% | — | 4 | +1,212,362 | New | Q2 2026 | Aug 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 1,182,086 | 24,575 | 2.22% | — | 5 | +1,182,086 | New | Q2 2026 | Jul 16, 2026 |
| Macro Advisors, Inc. | History | New | 1,072,608 | 22,299 | 7.11% | — | 6 | +1,072,608 | New | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | New | 1,068,362 | 22,211 | 0.02% | — | 7 | +1,068,362 | New | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 646,615 | 13,443 | 0.64% | — | 8 | +646,615 | New | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 610,231 | 12,686 | 0.12% | — | 9 | +610,231 | New | Q2 2026 | Aug 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 594,358 | 12,356 | 0.79% | 0.12% | 10 | +515,737 | 655.98% | Q2 2026 | Jul 27, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 542,065 | 11,269 | 1.75% | 0.39% | 11 | +445,836 | 463.31% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | New | 533,848 | 11,098 | 0.22% | — | 12 | +533,848 | New | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 491,218 | 10,212 | 0.07% | — | 13 | +491,218 | New | Q2 2026 | Sep 08, 2026 |
| Summit Financial, LLC | History | New | 476,312 | 9,902 | 0.11% | — | 14 | +476,312 | New | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 473,948 | 9,853 | 0.13% | 0.0% | 15 | +473,212 | 64295.11% | Q2 2026 | Aug 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 464,467 | 9,656 | 4.61% | — | 16 | +464,467 | New | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 452,892 | 9,416 | 0.15% | 0.03% | 17 | +372,434 | 462.89% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 427,186 | 8,881 | 0.0% | — | 18 | +427,186 | New | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 419,116 | 8,713 | 0.16% | — | 19 | +419,116 | New | Q2 2026 | Jul 15, 2026 |
| Buska Wealth Management, LLC | History | Added to | 358,548 | 7,454 | 2.69% | 0.44% | 20 | +305,239 | 572.58% | Q2 2026 | Jul 10, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 348,601 | 7,247 | 2.18% | — | 21 | +348,601 | New | Q2 2026 | Jul 16, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 344,429 | 7,160 | 2.32% | 1.83% | 22 | +129,821 | 60.49% | Q2 2026 | Aug 14, 2026 |
| Schulz Wealth, LTD. | History | New | 343,070 | 7,132 | 3.68% | — | 23 | +343,070 | New | Q2 2026 | Aug 26, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 342,847 | 7,127 | 0.99% | — | 24 | +342,847 | New | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | New | 329,501 | 6,850 | 0.11% | — | 25 | +329,501 | New | Q2 2026 | Jul 31, 2026 |
| Accel Wealth Management | History | Added to | 320,777 | 6,668 | 1.5% | 0.49% | 26 | +228,272 | 246.77% | Q2 2026 | Jul 10, 2026 |
| BOS Asset Management, LLC | History | New | 315,365 | 6,556 | 1.52% | — | 27 | +315,365 | New | Q2 2026 | Jul 13, 2026 |
| BIP Wealth, LLC | History | Added to | 288,494 | 5,997 | 0.17% | 0.15% | 28 | +112,835 | 64.24% | Q2 2026 | Aug 03, 2026 |
| Maridea Wealth Management LLC | History | Added to | 257,670 | 5,356 | 0.58% | 0.17% | 29 | +200,563 | 351.21% | Q2 2026 | Aug 06, 2026 |
| Wood Tarver Financial Group, LLC | History | New | 254,808 | 5,297 | 1.25% | — | 30 | +254,808 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 252,324 | 5,245 | 0.09% | 0.01% | 31 | +228,862 | 975.46% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | New | 252,015 | 5,239 | 0.05% | — | 32 | +252,015 | New | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 248,452 | 5,165 | 0.11% | — | 33 | +248,452 | New | Q2 2026 | Jul 17, 2026 |
| CreativeOne Wealth, LLC | History | New | 247,705 | 5,149 | 0.11% | — | 34 | +247,705 | New | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | New | 241,823 | 5,027 | 0.08% | — | 35 | +241,823 | New | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 224,853 | 4,674 | 0.01% | 0.0% | 36 | +214,522 | 2076.49% | Q2 2026 | Aug 12, 2026 |
| Goldenstone Wealth Management LLC | History | New | 205,707 | 4,276 | 2.8% | — | 37 | +205,707 | New | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 195,870 | 4,031 | 0.08% | 0.01% | 38 | +174,981 | 837.67% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 193,779 | 4,028 | 0.03% | — | 39 | +193,779 | New | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 181,793 | 3,779 | 0.04% | 0.0% | 40 | +161,578 | 799.3% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 181,793 | 3,779 | 0.07% | 0.01% | 41 | +161,578 | 799.3% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | New | 183,659 | 3,777 | 0.28% | — | 42 | +183,659 | New | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | New | 170,845 | 3,551 | 0.0% | — | 43 | +170,845 | New | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 162,155 | 3,371 | 0.1% | 0.01% | 44 | +144,282 | 807.26% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 154,294 | 3,207 | 0.0% | — | 45 | +154,294 | New | Q2 2026 | Aug 03, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | New | 150,099 | 3,120 | 2.19% | — | 46 | +150,099 | New | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 149,727 | 3,112 | 0.06% | — | 47 | +149,727 | New | Q2 2026 | Jul 29, 2026 |
| SageGuard Financial Group, LLC | History | New | 146,882 | 3,053 | 0.43% | — | 48 | +146,882 | New | Q2 2026 | Jul 27, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 144,978 | 3,014 | 1.27% | — | 49 | +144,978 | New | Q2 2026 | Jul 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 144,394 | 3,001 | 0.02% | — | 50 | +144,394 | New | Q2 2026 | Jul 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 140,386 | 2,918 | 0.05% | — | 51 | +140,386 | New | Q2 2026 | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 140,005 | 2,910 | 0.71% | — | 52 | +140,005 | New | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 138,326 | 2,875 | 0.01% | 0.0% | 53 | +132,425 | 2244.11% | Q2 2026 | Aug 13, 2026 |
| Luken Investment Analytics, LLC | History | New | 137,360 | 2,855 | 1.0% | — | 54 | +137,360 | New | Q2 2026 | Jul 28, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 133,054 | 2,766 | 0.8% | — | 55 | +133,054 | New | Q2 2026 | Jul 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 131,722 | 2,738 | 0.09% | 0.04% | 56 | +75,444 | 134.06% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 132,066 | 2,728 | 1.38% | 0.49% | 57 | +89,921 | 213.36% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | Added to | 128,630 | 2,674 | 0.02% | 0.0% | 58 | +126,056 | 4897.28% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 125,713 | 2,613 | 0.13% | 0.02% | 59 | +106,133 | 542.05% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | New | 123,736 | 2,572 | 0.05% | — | 60 | +123,736 | New | Q2 2026 | Aug 14, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 119,821 | 2,491 | 1.68% | 1.38% | 61 | +33,318 | 38.52% | Q2 2026 | Jul 13, 2026 |
| Sequent Planning LLC | History | New | 112,504 | 2,338 | 0.5% | — | 62 | +112,504 | New | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | New | 110,289 | 2,292 | 0.01% | — | 63 | +110,289 | New | Q2 2026 | Aug 03, 2026 |
| Ethos Financial Group, LLC | History | New | 110,441 | 2,265 | 0.15% | — | 64 | +110,441 | New | Q2 2026 | Aug 07, 2026 |
| Boyer Financial Services, Inc. | History | New | 110,015 | 2,260 | 1.91% | — | 65 | +110,015 | New | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 101,655 | 2,113 | 0.0% | — | 66 | +101,655 | New | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | New | 95,226 | 1,976 | 0.1% | — | 67 | +95,226 | New | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 94,759 | 1,970 | 0.36% | 0.13% | 68 | +67,068 | 242.2% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 90,140 | 1,874 | 0.11% | — | 69 | +90,140 | New | Q2 2026 | Aug 07, 2026 |
| Pallas Capital Advisors LLC | History | New | 89,457 | 1,859 | 0.06% | — | 70 | +89,457 | New | Q2 2026 | Aug 07, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 88,910 | 1,848 | 0.52% | 0.09% | 71 | +74,472 | 515.81% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 87,822 | 1,825 | 0.03% | — | 72 | +87,822 | New | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 86,650 | 1,801 | 0.74% | 0.08% | 73 | +78,401 | 950.43% | Q2 2026 | Aug 13, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 84,731 | 1,761 | 0.55% | 0.11% | 74 | +69,723 | 464.57% | Q2 2026 | Jul 28, 2026 |
| Capital CS Group, LLC | History | New | 79,669 | 1,656 | 1.31% | — | 75 | +79,669 | New | Q2 2026 | Aug 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 78,110 | 1,623 | 0.06% | — | 76 | +78,110 | New | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | New | 77,755 | 1,616 | 0.04% | — | 77 | +77,755 | New | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | New | 76,166 | 1,583 | 0.05% | — | 78 | +76,166 | New | Q2 2026 | Jul 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 74,793 | 1,554 | 0.01% | 0.01% | 79 | +20,386 | 37.47% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 74,187 | 1,542 | 0.02% | — | 80 | +74,187 | New | Q2 2026 | Aug 14, 2026 |
| Legacy Edge Advisors, LLC | History | New | 73,495 | 1,527 | 0.14% | — | 81 | +73,495 | New | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 73,142 | 1,520 | 0.05% | — | 82 | +73,142 | New | Q2 2026 | Jul 31, 2026 |
| Kovack Advisors, Inc. | History | New | 68,199 | 1,405 | 0.07% | — | 83 | +68,199 | New | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 66,369 | 1,379 | 0.0% | 0.0% | 84 | -161,709 | -70.9% | Q2 2026 | Aug 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 65,684 | 1,365 | 0.88% | — | 85 | +65,684 | New | Q2 2026 | Jul 24, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 65,333 | 1,358 | 0.49% | 0.09% | 86 | +54,715 | 515.3% | Q2 2026 | Jul 07, 2026 |
| Benson Wealth Management INC | History | Added to | 62,486 | 1,299 | 1.31% | 0.22% | 87 | +54,474 | 679.91% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Added to | 60,000 | 1,247 | 0.0% | 0.0% | 88 | +28,250 | 88.98% | Q2 2026 | Aug 13, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 59,168 | 1,230 | 0.08% | — | 89 | +59,168 | New | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 58,821 | 1,222 | 0.05% | — | 90 | +58,821 | New | Q2 2026 | Jul 27, 2026 |
| Castleview Partners, LLC | History | Added to | 56,500 | 1,174 | 0.52% | 0.42% | 91 | +16,148 | 40.02% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | Added to | 54,853 | 1,140 | 0.02% | 0.01% | 92 | +31,495 | 134.84% | Q2 2026 | Jul 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 48,959 | 1,017 | 0.23% | — | 93 | +48,959 | New | Q2 2026 | Jul 09, 2026 |
| Diligent Investors, LLC | History | New | 48,008 | 998 | 0.22% | — | 94 | +48,008 | New | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 47,437 | 986 | 0.07% | — | 95 | +47,437 | New | Q2 2026 | Aug 04, 2026 |
| Maia Wealth LLC | History | Added to | 47,118 | 979 | 0.14% | 0.1% | 96 | +18,738 | 66.03% | Q2 2026 | Jul 28, 2026 |
| MBE Wealth Management, LLC | History | Added to | 46,424 | 965 | 0.34% | 0.18% | 97 | +25,543 | 122.33% | Q2 2026 | Jul 24, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 46,118 | 954 | 0.38% | — | 98 | +46,118 | New | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 45,385 | 943 | 0.03% | 0.01% | 99 | +33,736 | 289.6% | Q2 2026 | Aug 06, 2026 |
| Burnham & Co LLC | History | New | 43,500 | 904 | 0.73% | — | 100 | +43,500 | New | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 43,082 | 896 | 0.02% | 0.0% | 101 | +40,379 | 1493.86% | Q2 2026 | Aug 05, 2026 |
| Trask Adam Roland | History | No change | 43,500 | 886 | 0.84% | 0.84% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 41,812 | 869 | 0.01% | — | 103 | +41,812 | New | Q2 2026 | Jul 28, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 41,425 | 861 | 0.16% | — | 104 | +41,425 | New | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | New | 41,213 | 856 | 0.01% | — | 105 | +41,213 | New | Q2 2026 | Jul 15, 2026 |
| Optivise Advisory Services LLC | History | New | 41,086 | 854 | 0.43% | — | 106 | +41,086 | New | Q2 2026 | Jul 13, 2026 |
| Advyzon Investment Management, LLC | History | New | 40,537 | 842 | 0.06% | — | 107 | +40,537 | New | Q2 2026 | Aug 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 39,852 | 828 | 0.24% | — | 108 | +39,852 | New | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Added to | 39,239 | 815 | 0.02% | 0.01% | 109 | +20,559 | 110.06% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 39,176 | 814 | 0.03% | — | 110 | +39,176 | New | Q2 2026 | Aug 12, 2026 |
| Delta Investment Management, LLC | History | New | 38,452 | 799 | 0.13% | — | 111 | +38,452 | New | Q2 2026 | Aug 13, 2026 |
| MCDONALD PARTNERS LLC | History | New | 38,000 | 790 | 0.19% | — | 112 | +38,000 | New | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | New | 37,230 | 774 | 0.01% | — | 113 | +37,230 | New | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | New | 37,089 | 771 | 0.0% | — | 114 | +37,089 | New | Q2 2026 | Aug 13, 2026 |
| Core Wealth Partners LLC | History | New | 36,034 | 749 | 0.32% | — | 115 | +36,034 | New | Q2 2026 | Jul 17, 2026 |
| Millington Financial Advisors, LLC | History | New | 35,845 | 739 | 0.29% | — | 116 | +35,845 | New | Q2 2026 | Aug 07, 2026 |
| Vantus Wealth LLC | History | New | 35,461 | 737 | 0.4% | — | 117 | +35,461 | New | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | New | 33,414 | 695 | 0.02% | — | 118 | +33,414 | New | Q2 2026 | Jul 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 33,227 | 690 | 0.13% | — | 119 | +33,227 | New | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | New | 32,612 | 678 | 0.03% | — | 120 | +32,612 | New | Q2 2026 | Aug 20, 2026 |
| Prostatis Group LLC | History | New | 32,355 | 672 | 0.16% | — | 121 | +32,355 | New | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 30,578 | 635 | 0.31% | 0.24% | 122 | +8,730 | 39.96% | Q2 2026 | Sep 11, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 29,624 | 615 | 0.04% | — | 123 | +29,624 | New | Q2 2026 | Jul 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 29,031 | 603 | 0.01% | — | 124 | +29,031 | New | Q2 2026 | Jul 31, 2026 |
| Alpha Wealth Funds, LLC | History | New | 28,762 | 597 | 0.33% | — | 125 | +28,762 | New | Q2 2026 | Aug 10, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 27,881 | 579 | 0.3% | 0.13% | 126 | +16,916 | 154.27% | Q2 2026 | Jul 16, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 26,911 | 559 | 0.37% | — | 127 | +26,911 | New | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 26,507 | 551 | 0.03% | — | 128 | +26,507 | New | Q2 2026 | Jul 21, 2026 |
| Monument Capital Management | History | New | 26,182 | 544 | 0.11% | — | 129 | +26,182 | New | Q2 2026 | Jul 22, 2026 |
| WCG Wealth Advisors LLC | History | New | 25,475 | 529 | 0.01% | — | 130 | +25,475 | New | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | New | 25,300 | 526 | 0.06% | — | 131 | +25,300 | New | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | New | 24,165 | 502 | 0.01% | — | 132 | +24,165 | New | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 23,420 | 486 | 0.0% | — | 133 | +23,420 | New | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | New | 23,373 | 482 | 0.05% | — | 134 | +23,373 | New | Q2 2026 | Jul 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 22,630 | 470 | 0.05% | 0.91% | 135 | -379,709 | -94.38% | Q2 2026 | Jul 09, 2026 |
| Triumph Capital Management | History | New | 22,570 | 469 | 0.08% | — | 136 | +22,570 | New | Q2 2026 | Jul 20, 2026 |
| AlphaStar Capital Management, LLC | History | New | 22,547 | 468 | 0.03% | — | 137 | +22,547 | New | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 22,737 | 463 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 21,465 | 446 | 0.04% | — | 140 | +21,465 | New | Q2 2026 | Jul 28, 2026 |
| Spectrum Advisors, Inc. | History | No change | 21,897 | 446 | 0.35% | 0.35% | 139 | 0 | 0.0% | Q1 2026 | Sep 11, 2026 |
| WealthCare Asset Management, LLC | History | New | 21,286 | 442 | 0.18% | — | 142 | +21,286 | New | Q2 2026 | Jul 30, 2026 |
| GoalVest Advisory LLC | History | New | 21,274 | 442 | 0.08% | — | 141 | +21,274 | New | Q2 2026 | Jul 08, 2026 |
| Aurora Private Wealth, Inc. | History | New | 20,769 | 432 | 0.27% | — | 143 | +20,769 | New | Q2 2026 | Jul 21, 2026 |
| Trek Financial, LLC | History | New | 20,710 | 430 | 0.02% | — | 144 | +20,710 | New | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 18,297 | 380 | 0.0% | — | 145 | +18,297 | New | Q2 2026 | Jul 21, 2026 |
| WPG Advisers, LLC | History | New | 18,209 | 378 | 0.22% | — | 146 | +18,209 | New | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 18,006 | 374 | 0.11% | 0.09% | 147 | +4,634 | 34.65% | Q2 2026 | Jul 27, 2026 |
| MN Wealth Advisors, LLC | History | New | 17,608 | 366 | 0.16% | — | 148 | +17,608 | New | Q2 2026 | Jul 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 16,938 | 352 | 0.05% | — | 149 | +16,938 | New | Q2 2026 | Aug 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 16,323 | 339 | 0.03% | 0.04% | 150 | +3 | 0.02% | Q2 2026 | Jul 22, 2026 |
| Harvest Investment Services, LLC | History | New | 16,305 | 338 | 0.05% | — | 151 | +16,305 | New | Q2 2026 | Aug 14, 2026 |
| VIMA LLC | History | New | 16,279 | 338 | 0.33% | — | 152 | +16,279 | New | Q2 2026 | Jul 24, 2026 |
| Clarus Group, Inc. | History | New | 15,798 | 328 | 0.11% | — | 153 | +15,798 | New | Q2 2026 | Jul 24, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 15,656 | 325 | 0.03% | 0.03% | 154 | +3,352 | 27.24% | Q2 2026 | Jul 28, 2026 |
| Presidio Capital Management, LLC | History | New | 14,832 | 308 | 0.08% | — | 155 | +14,832 | New | Q2 2026 | Jul 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 14,528 | 302 | 0.1% | — | 156 | +14,528 | New | Q2 2026 | Jul 17, 2026 |
| Chris Bulman Inc | History | New | 14,049 | 292 | 0.11% | — | 157 | +14,049 | New | Q2 2026 | Jul 22, 2026 |
| Apollon Financial, LLC | History | New | 13,991 | 290 | 0.03% | — | 158 | +13,991 | New | Q2 2026 | Jul 22, 2026 |
| Visionary Wealth Advisors | History | New | 13,918 | 289 | 0.01% | — | 159 | +13,918 | New | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | New | 13,131 | 272 | 0.0% | — | 160 | +13,131 | New | Q2 2026 | Jul 20, 2026 |
| TCP Asset Management, LLC | History | New | 12,413 | 258 | 0.03% | — | 161 | +12,413 | New | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | New | 12,252 | 254 | 0.0% | — | 162 | +12,252 | New | Q2 2026 | Aug 14, 2026 |
| Five Pine Wealth Management | History | New | 12,105 | 251 | 0.14% | — | 163 | +12,105 | New | Q2 2026 | Aug 13, 2026 |
| Santori & Peters, Inc. | History | New | 12,065 | 250 | 0.07% | — | 164 | +12,065 | New | Q2 2026 | Jul 24, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 11,783 | 244 | 0.15% | — | 165 | +11,783 | New | Q2 2026 | Aug 04, 2026 |
| Integras Partners LLC | History | New | 11,527 | 239 | 0.13% | — | 167 | +11,527 | New | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | New | 11,518 | 239 | 0.01% | — | 166 | +11,518 | New | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | New | 11,439 | 237 | 0.0% | — | 168 | +11,439 | New | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 10,891 | 226 | 0.01% | — | 169 | +10,891 | New | Q2 2026 | Aug 04, 2026 |
| Independent Wealth Network Inc. | History | New | 10,747 | 223 | 0.06% | — | 170 | +10,747 | New | Q2 2026 | Jul 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 10,405 | 216 | 0.03% | — | 171 | +10,405 | New | Q2 2026 | Jul 15, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | New | 10,344 | 215 | 0.15% | — | 172 | +10,344 | New | Q2 2026 | Jul 23, 2026 |
| RIA Advisory Group LLC | History | Reduced | 10,052 | 208 | 0.05% | 0.05% | 173 | -293 | -2.83% | Q2 2026 | Jul 23, 2026 |
| Oder Investment Management, LLC | History | New | 9,806 | 203 | 0.14% | — | 174 | +9,806 | New | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | New | 9,782 | 202 | 0.0% | — | 175 | +9,782 | New | Q2 2026 | Aug 06, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 9,763 | 202 | 0.05% | — | 176 | +9,763 | New | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | New | 9,663 | 200 | 0.0% | — | 178 | +9,663 | New | Q2 2026 | Aug 05, 2026 |
| Anfield Capital Management, LLC | History | No change | 9,856 | 200 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investors Portfolio Services LLC | History | Added to | 5,104 | 106 | 0.08% | 0.01% | 179 | +4,804 | 1601.33% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 4,274 | 88 | 0.04% | — | 180 | +4,274 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 2,443 | 50 | 0.0% | — | 181 | +2,443 | New | Q2 2026 | Aug 06, 2026 |
| Torren Management, LLC | History | Added to | 2,150 | 44 | 0.02% | 0.02% | 182 | +37 | 1.75% | Q2 2026 | Jul 10, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,000 | 41 | 0.0% | — | 183 | +2,000 | New | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,000 | 41 | 0.0% | — | 184 | +2,000 | New | Q2 2026 | Aug 05, 2026 |
| POM Investment Strategies, LLC | History | New | 960 | 19 | 0.02% | — | 185 | +960 | New | Q2 2026 | Jul 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 959 | 19 | 0.01% | — | 186 | +959 | New | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 700 | 14 | 0.0% | — | 187 | +700 | New | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | New | 417 | 8 | 0.0% | — | 188 | +417 | New | Q2 2026 | Jul 16, 2026 |
| Key Capital Management, INC | History | New | 316 | 6 | 0.0% | — | 189 | +316 | New | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 252 | 5 | 0.0% | — | 190 | +252 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39,579 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Coppell Advisory Solutions LLC | History | New | 28,790 | 0 | — | — | — | +28,790 | New | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -26,750 | -100.0% | Q2 2026 | Jul 23, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -987 | -100.0% | Q2 2026 | Jul 14, 2026 |