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 | 4,668,871 | 97,392 | 0.28% | 0.19% | 1 | +1,791,481 | 62.26% | Q3 2026 | Nov 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,762,120 | 78,477 | 7.77% | 2.22% | 2 | +2,580,034 | 218.26% | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,680,484 | 76,775 | 0.17% | — | 3 | +3,680,484 | New | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,209,714 | 66,954 | 0.09% | 0.05% | 4 | +1,308,355 | 68.81% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,880,745 | 39,006 | 0.06% | 0.05% | 5 | +358,170 | 23.52% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,398,488 | 29,172 | 1.32% | 0.64% | 6 | +751,873 | 116.28% | Q3 2026 | Nov 04, 2026 |
| Buska Wealth Management, LLC | History | Added to | 1,262,808 | 26,342 | 9.07% | 2.69% | 7 | +904,260 | 252.2% | Q3 2026 | Oct 07, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 1,250,189 | 26,078 | 1.44% | 1.47% | 8 | +37,827 | 3.12% | Q3 2026 | Oct 26, 2026 |
| Macro Advisors, Inc. | History | No change | 1,072,608 | 22,299 | 7.11% | 7.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 1,068,362 | 22,211 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 998,924 | 20,837 | 2.9% | 1.75% | 11 | +456,859 | 84.28% | Q3 2026 | Nov 04, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 869,068 | 18,128 | 5.3% | 2.18% | 12 | +520,467 | 149.3% | Q3 2026 | Oct 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 849,783 | 17,726 | 0.17% | 0.12% | 13 | +239,552 | 39.26% | Q3 2026 | Oct 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 786,136 | 16,398 | 1.24% | 0.79% | 14 | +191,778 | 32.27% | Q3 2026 | Oct 28, 2026 |
| Madrona Financial Services, LLC | History | New | 613,365 | 12,794 | 1.98% | — | 15 | +613,365 | New | Q3 2026 | Oct 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 571,521 | 11,921 | 0.22% | 0.16% | 16 | +152,405 | 36.36% | Q3 2026 | Oct 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 533,848 | 11,098 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 491,218 | 10,212 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 484,243 | 10,101 | 0.07% | 0.02% | 19 | +339,849 | 235.36% | Q3 2026 | Oct 08, 2026 |
| Summit Financial, LLC | History | No change | 476,312 | 9,902 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 473,948 | 9,853 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 464,467 | 9,656 | 4.61% | 4.61% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 452,892 | 9,416 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 436,088 | 9,096 | 0.09% | 0.05% | 24 | +184,073 | 73.04% | Q3 2026 | Oct 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 427,186 | 8,881 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Added to | 419,571 | 8,752 | 1.89% | 1.5% | 26 | +98,794 | 30.8% | Q3 2026 | Oct 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 404,712 | 8,405 | 0.58% | 0.28% | 27 | +221,053 | 120.36% | Q3 2026 | Oct 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 402,404 | 8,394 | 0.14% | 0.11% | 28 | +72,903 | 22.13% | Q3 2026 | Oct 28, 2026 |
| BIP Wealth, LLC | History | Added to | 375,901 | 7,841 | 0.21% | 0.17% | 29 | +87,407 | 30.3% | Q3 2026 | Oct 22, 2026 |
| Schulz Wealth, LTD. | History | Added to | 373,389 | 7,788 | 3.65% | 3.68% | 30 | +30,319 | 8.84% | Q3 2026 | Nov 03, 2026 |
| BOS Asset Management, LLC | History | Added to | 356,768 | 7,442 | 1.74% | 1.52% | 31 | +41,403 | 13.13% | Q3 2026 | Oct 09, 2026 |
| IFP Advisors, Inc | History | Added to | 349,334 | 7,287 | 0.12% | 0.09% | 32 | +97,010 | 38.45% | Q3 2026 | Oct 16, 2026 |
| Wealth Watch Advisors, INC | History | No change | 344,429 | 7,160 | 2.32% | 2.32% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 342,847 | 7,127 | 0.99% | 0.99% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Resource Group | History | New | 331,303 | 6,910 | 0.99% | — | 35 | +331,303 | New | Q3 2026 | Oct 26, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 311,826 | 6,504 | 4.08% | 2.8% | 36 | +106,119 | 51.59% | Q3 2026 | Nov 04, 2026 |
| Atria Investments, Inc | History | New | 294,013 | 6,133 | 0.06% | — | 37 | +294,013 | New | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 289,298 | 6,034 | 0.17% | 0.05% | 38 | +213,132 | 279.83% | Q3 2026 | Oct 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 265,229 | 5,532 | 0.17% | 0.1% | 39 | +103,074 | 63.57% | Q3 2026 | Oct 27, 2026 |
| Maridea Wealth Management LLC | History | No change | 257,670 | 5,356 | 0.58% | 0.58% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 254,808 | 5,297 | 1.25% | 1.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 248,452 | 5,165 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 247,705 | 5,149 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 248,903 | 5,147 | 0.09% | 0.08% | 44 | +53,033 | 27.08% | Q3 2026 | Oct 26, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 246,339 | 5,138 | 3.37% | 1.68% | 45 | +126,518 | 105.59% | Q3 2026 | Oct 06, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 244,087 | 5,091 | 2.04% | 1.27% | 46 | +99,109 | 68.36% | Q3 2026 | Oct 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 241,823 | 5,027 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 240,562 | 5,018 | 0.21% | 0.05% | 48 | +100,176 | 71.36% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 241,429 | 4,992 | 2.39% | 1.38% | 49 | +109,363 | 82.81% | Q3 2026 | Oct 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 239,103 | 4,987 | 0.1% | 0.06% | 50 | +89,376 | 59.69% | Q3 2026 | Nov 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 233,156 | 4,863 | 0.15% | 0.05% | 51 | +160,014 | 218.77% | Q3 2026 | Oct 29, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 231,469 | 4,828 | 3.86% | 1.91% | 52 | +121,454 | 110.4% | Q3 2026 | Oct 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 224,853 | 4,674 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 218,070 | 4,548 | 0.22% | 0.13% | 54 | +92,357 | 73.47% | Q3 2026 | Oct 22, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | New | 211,228 | 4,406 | 2.44% | — | 55 | +211,228 | New | Q3 2026 | Oct 07, 2026 |
| Andina Capital Management, LLC | History | New | 207,437 | 4,327 | 6.24% | — | 56 | +207,437 | New | Q3 2026 | Oct 21, 2026 |
| Ignite Planners, LLC | History | New | 203,527 | 4,245 | 0.55% | — | 57 | +203,527 | New | Q3 2026 | Oct 14, 2026 |
| Clarus Group, Inc. | History | Added to | 195,088 | 4,069 | 1.34% | 0.11% | 58 | +179,290 | 1134.89% | Q3 2026 | Oct 21, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 194,997 | 4,067 | 1.14% | 0.8% | 59 | +61,943 | 46.55% | Q3 2026 | Oct 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 181,297 | 3,781 | 0.03% | 0.03% | 60 | -12,482 | -6.44% | Q3 2026 | Oct 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 181,793 | 3,779 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 181,793 | 3,779 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 172,596 | 3,600 | 1.78% | 0.31% | 63 | +142,018 | 464.45% | Q3 2026 | Oct 29, 2026 |
| HighTower Advisors, LLC | History | No change | 170,845 | 3,551 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Purewater Capital LLC | History | New | 168,364 | 3,512 | 2.74% | — | 65 | +168,364 | New | Q3 2026 | Oct 23, 2026 |
| Commonwealth Financial Services, LLC | History | New | 166,866 | 3,480 | 0.62% | — | 66 | +166,866 | New | Q3 2026 | Oct 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 166,216 | 3,450 | 0.05% | — | 67 | +166,216 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 166,216 | 3,450 | 0.05% | — | 68 | +166,216 | New | Q3 2026 | Oct 20, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 157,979 | 3,295 | 0.97% | 0.55% | 69 | +73,248 | 86.45% | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 154,294 | 3,207 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 151,779 | 3,166 | 0.09% | 0.03% | 71 | +106,394 | 234.43% | Q3 2026 | Oct 23, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 149,897 | 3,126 | 0.95% | 0.24% | 72 | +110,045 | 276.13% | Q3 2026 | Oct 14, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 150,099 | 3,120 | 2.19% | 2.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 146,882 | 3,053 | 0.43% | 0.43% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 144,060 | 2,982 | 0.18% | — | 75 | +144,060 | New | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 138,326 | 2,875 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luken Investment Analytics, LLC | History | No change | 137,360 | 2,855 | 1.0% | 1.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TL Private Wealth | History | New | 136,144 | 2,827 | 1.01% | — | 78 | +136,144 | New | Q3 2026 | Oct 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 135,365 | 2,823 | 0.69% | 0.71% | 79 | -4,640 | -3.31% | Q3 2026 | Oct 19, 2026 |
| Western Wealth Management, LLC | History | No change | 131,722 | 2,738 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | New | 131,547 | 2,728 | 0.12% | — | 81 | +131,547 | New | Q3 2026 | Oct 15, 2026 |
| Arax Advisory Partners | History | No change | 128,630 | 2,674 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optivise Advisory Services LLC | History | Added to | 125,241 | 2,612 | 1.28% | 0.43% | 83 | +84,155 | 204.83% | Q3 2026 | Oct 16, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 124,624 | 2,599 | 0.47% | 0.16% | 84 | +83,199 | 200.84% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 123,736 | 2,572 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantra Family Wealth, Inc. | History | New | 121,923 | 2,543 | 1.52% | — | 86 | +121,923 | New | Q3 2026 | Oct 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 119,121 | 2,484 | 0.07% | 0.04% | 87 | +41,366 | 53.2% | Q3 2026 | Oct 13, 2026 |
| Johnson & White Wealth Management, LLC | History | New | 118,808 | 2,478 | 0.9% | — | 88 | +118,808 | New | Q3 2026 | Nov 03, 2026 |
| Alpha Wealth Funds, LLC | History | Added to | 114,798 | 2,394 | 8.05% | 0.33% | 89 | +86,036 | 299.13% | Q3 2026 | Nov 04, 2026 |
| Sequent Planning LLC | History | No change | 112,504 | 2,338 | 0.5% | 0.5% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 111,729 | 2,330 | 0.21% | 0.03% | 91 | +96,073 | 613.65% | Q3 2026 | Oct 27, 2026 |
| Noble Wealth Management PBC | History | New | 110,834 | 2,311 | 1.03% | — | 92 | +110,834 | New | Q3 2026 | Oct 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 110,023 | 2,295 | 0.02% | 0.01% | 93 | +68,211 | 163.14% | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 110,289 | 2,292 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 110,441 | 2,265 | 0.15% | 0.15% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diligent Investors, LLC | History | Added to | 103,047 | 2,149 | 0.47% | 0.22% | 96 | +55,039 | 114.65% | Q3 2026 | Oct 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 101,655 | 2,113 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Castleview Partners, LLC | History | Added to | 100,731 | 2,101 | 0.92% | 0.52% | 98 | +44,231 | 78.28% | Q3 2026 | Oct 09, 2026 |
| KINTRA WEALTH, LLC | History | No change | 95,226 | 1,976 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 94,759 | 1,970 | 0.36% | 0.36% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 93,789 | 1,956 | 0.21% | — | 101 | +93,789 | New | Q3 2026 | Oct 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 91,721 | 1,913 | 0.04% | 0.01% | 102 | +62,690 | 215.94% | Q3 2026 | Nov 04, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 91,701 | 1,912 | 0.12% | 0.08% | 103 | +32,533 | 54.98% | Q3 2026 | Oct 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 90,140 | 1,874 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pallas Capital Advisors LLC | History | No change | 89,457 | 1,859 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 88,910 | 1,848 | 0.52% | 0.52% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 87,799 | 1,831 | 0.65% | 0.49% | 107 | +22,466 | 34.39% | Q3 2026 | Oct 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 87,822 | 1,825 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 86,650 | 1,801 | 0.74% | 0.74% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 82,802 | 1,727 | 0.3% | 0.08% | 110 | +61,528 | 289.22% | Q3 2026 | Oct 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 82,380 | 1,718 | 0.04% | 0.02% | 111 | +48,966 | 146.54% | Q3 2026 | Oct 22, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 80,678 | 1,682 | 0.93% | 0.15% | 112 | +68,895 | 584.7% | Q3 2026 | Oct 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 80,310 | 1,660 | 0.02% | 0.01% | 113 | +39,097 | 94.87% | Q3 2026 | Nov 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 78,110 | 1,623 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 74,793 | 1,554 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 74,187 | 1,542 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Core Wealth Partners LLC | History | Added to | 73,636 | 1,536 | 0.63% | 0.32% | 117 | +37,602 | 104.35% | Q3 2026 | Oct 30, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 73,495 | 1,527 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | New | 71,794 | 1,497 | 0.1% | — | 119 | +71,794 | New | Q3 2026 | Oct 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 71,656 | 1,494 | 0.06% | 0.05% | 120 | +12,835 | 21.82% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 69,858 | 1,457 | 0.02% | 0.0% | 121 | +60,195 | 622.94% | Q3 2026 | Nov 03, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 69,323 | 1,446 | 1.0% | 0.88% | 122 | +3,639 | 5.54% | Q3 2026 | Oct 23, 2026 |
| VIMA LLC | History | Added to | 67,863 | 1,415 | 1.45% | 0.33% | 123 | +51,584 | 316.87% | Q3 2026 | Oct 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 68,199 | 1,405 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 66,369 | 1,379 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | New | 65,993 | 1,376 | 0.18% | — | 126 | +65,993 | New | Q3 2026 | Oct 20, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 65,504 | 1,366 | 0.08% | 0.03% | 127 | +42,957 | 190.52% | Q3 2026 | Oct 16, 2026 |
| RFG Advisory, LLC | History | Added to | 63,649 | 1,327 | 0.02% | 0.02% | 128 | +8,796 | 16.04% | Q3 2026 | Nov 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 62,967 | 1,313 | 0.02% | 0.01% | 129 | +38,802 | 160.57% | Q3 2026 | Oct 23, 2026 |
| Benson Wealth Management INC | History | No change | 62,486 | 1,299 | 1.31% | 1.31% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 60,000 | 1,247 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POM Investment Strategies, LLC | History | Added to | 59,037 | 1,231 | 0.99% | 0.02% | 132 | +58,077 | 6049.69% | Q3 2026 | Oct 20, 2026 |
| WPG Advisers, LLC | History | Added to | 57,184 | 1,192 | 0.65% | 0.22% | 133 | +38,975 | 214.04% | Q3 2026 | Oct 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 56,514 | 1,178 | 0.05% | 0.01% | 134 | +42,596 | 306.05% | Q3 2026 | Nov 04, 2026 |
| Maia Wealth LLC | History | Added to | 56,184 | 1,171 | 0.16% | 0.14% | 135 | +9,066 | 19.24% | Q3 2026 | Oct 19, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 55,896 | 1,166 | 0.73% | 0.27% | 136 | +35,127 | 169.13% | Q3 2026 | Oct 20, 2026 |
| Pinion Investment Advisors, LLC | History | New | 54,272 | 1,132 | 0.2% | — | 137 | +54,272 | New | Q3 2026 | Nov 04, 2026 |
| StoneX Group Inc. | History | Added to | 53,585 | 1,117 | 0.04% | 0.03% | 138 | +14,409 | 36.78% | Q3 2026 | Nov 03, 2026 |
| Capital CS Group, LLC | History | Reduced | 50,574 | 1,054 | 0.78% | 1.31% | 139 | -29,095 | -36.52% | Q3 2026 | Oct 29, 2026 |
| Trek Financial, LLC | History | Added to | 49,251 | 1,027 | 0.05% | 0.02% | 140 | +28,541 | 137.81% | Q3 2026 | Oct 29, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | New | 48,909 | 1,020 | 2.02% | — | 141 | +48,909 | New | Q3 2026 | Nov 03, 2026 |
| Financial Partners Group, Inc | History | New | 48,232 | 1,006 | 0.1% | — | 142 | +48,232 | New | Q3 2026 | Oct 19, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 48,141 | 1,004 | 0.05% | 0.03% | 143 | +21,634 | 81.62% | Q3 2026 | Oct 16, 2026 |
| MBE Wealth Management, LLC | History | Added to | 48,070 | 1,002 | 0.35% | 0.34% | 144 | +1,646 | 3.55% | Q3 2026 | Oct 26, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 48,000 | 1,001 | 0.24% | 0.19% | 145 | +10,000 | 26.32% | Q3 2026 | Nov 03, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 47,437 | 986 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 46,118 | 954 | 0.38% | 0.38% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burnham & Co LLC | History | No change | 43,500 | 904 | 0.73% | 0.73% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 43,082 | 896 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 40,537 | 842 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Added to | 39,819 | 830 | 0.29% | 0.11% | 151 | +25,770 | 183.43% | Q3 2026 | Oct 20, 2026 |
| WINNACLE WEALTH LLC | History | New | 39,574 | 825 | 0.55% | — | 152 | +39,574 | New | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 39,239 | 815 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 39,098 | 812 | 0.07% | 0.05% | 154 | +15,725 | 67.28% | Q3 2026 | Oct 20, 2026 |
| Delta Investment Management, LLC | History | No change | 38,452 | 799 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 37,931 | 791 | 0.32% | 0.16% | 156 | +20,323 | 115.42% | Q3 2026 | Oct 23, 2026 |
| Mission Financial Group, LLC | History | New | 37,873 | 790 | 0.62% | — | 157 | +37,873 | New | Q3 2026 | Oct 21, 2026 |
| Independent Wealth Network Inc. | History | Added to | 37,734 | 787 | 0.2% | 0.06% | 158 | +26,987 | 251.11% | Q3 2026 | Oct 19, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 37,657 | 785 | 0.21% | — | 159 | +37,657 | New | Q3 2026 | Oct 02, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 37,230 | 774 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spectrum Advisors, Inc. | History | Added to | 37,036 | 772 | 0.54% | 0.53% | 161 | +1,254 | 3.5% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 37,089 | 771 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Echo Wealth Management, LLC | History | New | 35,661 | 743 | 0.36% | — | 163 | +35,661 | New | Q3 2026 | Oct 15, 2026 |
| Millington Financial Advisors, LLC | History | No change | 35,845 | 739 | 0.29% | 0.29% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vantus Wealth LLC | History | No change | 35,461 | 737 | 0.4% | 0.4% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 33,941 | 708 | 0.24% | 0.1% | 166 | +19,413 | 133.62% | Q3 2026 | Oct 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 33,915 | 707 | 0.15% | 0.13% | 167 | +688 | 2.07% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | Added to | 33,880 | 706 | 0.12% | 0.08% | 168 | +11,310 | 50.11% | Q3 2026 | Oct 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 32,612 | 678 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Prostatis Group LLC | History | No change | 32,355 | 672 | 0.16% | 0.16% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | New | 31,772 | 662 | 0.18% | — | 171 | +31,772 | New | Q3 2026 | Oct 20, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 30,031 | 626 | 0.38% | 0.15% | 172 | +19,687 | 190.32% | Q3 2026 | Oct 13, 2026 |
| First Heartland Consultants, Inc. | History | New | 29,751 | 620 | 0.04% | — | 173 | +29,751 | New | Q3 2026 | Oct 08, 2026 |
| Santori & Peters, Inc. | History | Added to | 29,397 | 613 | 0.16% | 0.07% | 174 | +17,332 | 143.66% | Q3 2026 | Oct 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 29,209 | 609 | 0.04% | 0.04% | 175 | +7,744 | 36.08% | Q3 2026 | Oct 29, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 27,881 | 579 | 0.3% | 0.3% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 26,911 | 559 | 0.37% | 0.37% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 25,475 | 529 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LM Advisors LLC | History | No change | 25,300 | 526 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 24,920 | 519 | 0.08% | 0.03% | 180 | +14,515 | 139.5% | Q3 2026 | Oct 15, 2026 |
| Miller Global Investments, LLC | History | New | 23,565 | 491 | 0.4% | — | 181 | +23,565 | New | Q3 2026 | Oct 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 23,420 | 486 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 22,354 | 466 | 0.05% | 0.05% | 183 | -276 | -1.22% | Q3 2026 | Oct 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 22,027 | 459 | 0.19% | 0.23% | 184 | -26,932 | -55.01% | Q3 2026 | Oct 14, 2026 |
| Lighthouse Wealth Management Inc. | History | New | 21,175 | 441 | 0.27% | — | 185 | +21,175 | New | Q3 2026 | Oct 13, 2026 |
| Taylor Securities Services, Inc. | History | New | 20,991 | 437 | 0.17% | — | 186 | +20,991 | New | Q3 2026 | Oct 20, 2026 |
| Monument Capital Management | History | Reduced | 20,805 | 433 | 0.09% | 0.11% | 187 | -5,377 | -20.54% | Q3 2026 | Oct 08, 2026 |
| Beacon Financial Advisory LLC | History | New | 19,376 | 404 | 0.08% | — | 188 | +19,376 | New | Q3 2026 | Oct 16, 2026 |
| OPPENHEIMER & CO INC | History | New | 18,191 | 379 | 0.0% | — | 189 | +18,191 | New | Q3 2026 | Oct 26, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 18,006 | 374 | 0.11% | 0.11% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 17,531 | 365 | 0.04% | 0.03% | 191 | +1,208 | 7.4% | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 16,938 | 352 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harvest Investment Services, LLC | History | No change | 16,305 | 338 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M.E. ALLISON & CO., INC. | History | New | 15,540 | 324 | 0.18% | — | 194 | +15,540 | New | Q3 2026 | Oct 08, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 15,267 | 317 | 0.08% | 0.05% | 195 | +5,504 | 56.38% | Q3 2026 | Oct 19, 2026 |
| NORDEN GROUP LLC | History | New | 15,017 | 313 | 0.02% | — | 196 | +15,017 | New | Q3 2026 | Oct 20, 2026 |
| Presidio Capital Management, LLC | History | No change | 14,832 | 308 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integras Partners LLC | History | Added to | 14,727 | 307 | 0.17% | 0.13% | 198 | +3,200 | 27.76% | Q3 2026 | Oct 30, 2026 |
| Beacon Capital Management, LLC | History | New | 14,589 | 304 | 0.04% | — | 199 | +14,589 | New | Q3 2026 | Oct 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 14,196 | 296 | 0.02% | — | 200 | +14,196 | New | Q3 2026 | Nov 03, 2026 |
| Apollon Financial, LLC | History | No change | 13,991 | 291 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Plan Group Financial, LLC | History | New | 13,821 | 286 | 0.06% | — | 202 | +13,821 | New | Q3 2026 | Oct 22, 2026 |
| Ascentis Independent Advisors | History | New | 13,700 | 285 | 0.02% | — | 203 | +13,700 | New | Q3 2026 | Nov 03, 2026 |
| Carmel Capital Partners, LLC | History | New | 13,145 | 274 | 0.1% | — | 204 | +13,145 | New | Q3 2026 | Nov 02, 2026 |
| TCP Asset Management, LLC | History | Added to | 13,188 | 273 | 0.03% | 0.03% | 205 | +775 | 6.24% | Q3 2026 | Oct 14, 2026 |
| Merit Financial Group, LLC | History | No change | 13,131 | 272 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crumly & Associates Inc. | History | New | 12,520 | 261 | 0.05% | — | 207 | +12,520 | New | Q3 2026 | Oct 07, 2026 |
| Elevation Wealth Management LLC | History | New | 12,422 | 259 | 0.17% | — | 208 | +12,422 | New | Q3 2026 | Nov 02, 2026 |
| GSG Advisors LLC | History | New | 12,217 | 254 | 0.05% | — | 210 | +12,217 | New | Q3 2026 | Nov 03, 2026 |
| &PARTNERS | History | No change | 12,252 | 254 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Five Pine Wealth Management | History | No change | 12,105 | 252 | 0.14% | 0.14% | 211 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ZEGA Investments, LLC | History | New | 11,979 | 249 | 0.03% | — | 212 | +11,979 | New | Q3 2026 | Nov 04, 2026 |
| Beacon Capital Management, Inc. | History | New | 11,881 | 247 | 0.02% | — | 213 | +11,881 | New | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | New | 11,578 | 241 | 0.0% | — | 214 | +11,578 | New | Q3 2026 | Oct 28, 2026 |
| Tradition Wealth Management, LLC | History | No change | 11,518 | 239 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 11,439 | 237 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Encompass More Asset Management | History | New | 11,058 | 230 | 0.03% | — | 217 | +11,058 | New | Q3 2026 | Oct 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 10,891 | 226 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grantvest Financial Group LLC | History | New | 10,759 | 224 | 0.13% | — | 219 | +10,759 | New | Q3 2026 | Oct 21, 2026 |
| WealthCare Asset Management, LLC | History | Reduced | 10,643 | 222 | 0.19% | 0.18% | 220 | -10,643 | -50.0% | Q3 2026 | Oct 26, 2026 |
| Secure Asset Management, LLC | History | New | 10,399 | 216 | 0.03% | — | 221 | +10,399 | New | Q3 2026 | Oct 19, 2026 |
| MANCHESTER FINANCIAL INC | History | New | 10,297 | 214 | 0.04% | — | 222 | +10,297 | New | Q3 2026 | Oct 15, 2026 |
| RIA Advisory Group LLC | History | Added to | 10,127 | 211 | 0.06% | 0.05% | 223 | +75 | 0.75% | Q3 2026 | Oct 15, 2026 |
| Oder Investment Management, LLC | History | No change | 9,806 | 203 | 0.14% | 0.14% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 9,782 | 202 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investors Portfolio Services LLC | History | No change | 5,104 | 106 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,274 | 88 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 3,654 | 76 | 0.03% | — | 228 | +3,654 | New | Q3 2026 | Oct 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 3,405 | 71 | 0.03% | 0.01% | 229 | +2,446 | 255.06% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 2,993 | 62 | 0.0% | — | 230 | +2,993 | New | Q3 2026 | Nov 04, 2026 |
| Networth Advisors, LLC | History | New | 2,621 | 54 | 0.03% | — | 231 | +2,621 | New | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,443 | 50 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,000 | 41 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,000 | 41 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key Capital Management, INC | History | Added to | 1,834 | 38 | 0.01% | 0.0% | 235 | +1,518 | 480.38% | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 700 | 14 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | New | 525 | 10 | 0.0% | — | 237 | +525 | New | Q3 2026 | Oct 29, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 433 | 9 | 0.0% | 0.0% | 238 | +16 | 3.84% | Q3 2026 | Oct 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 252 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -29,624 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,297 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,150 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Downshift Financial, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 13, 2026 |
| Nova Financial LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 28,790 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |