FIRST TRUST EXCHANGE-TRADED FUND VI - AIRR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 9,675,697 1,071,873 0.08% 0.06% 1 +1,004,172 11.58% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 5,900,858 653,697 0.04% 0.03% 2 +621,334 11.77% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 5,163,455 572,007 0.15% 0.12% 3 +593,229 12.98% Q1 2026 May 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,617,712 289,990 0.09% 0.07% 4 +292,319 12.57% Q1 2026 May 14, 2026
UBS Group AG History Added to 2,345,173 259,798 0.04% 0.03% 5 +237,616 11.27% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Added to 2,292,383 253,950 0.05% 0.04% 6 +203,249 9.73% Q1 2026 May 11, 2026
ROYAL BANK OF CANADA History Added to 1,430,725 158,496 0.03% 0.02% 7 +235,464 19.7% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,096,735 121,496 0.31% 0.26% 8 +104,665 10.55% Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Added to 873,587 96,782 0.14% 0.1% 9 +174,597 24.98% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 784,859 86,946 0.02% 0.01% 10 +289,638 58.49% Q1 2026 May 04, 2026
Cetera Investment Advisers History Added to 767,824 85,059 0.09% 0.06% 11 +171,527 28.77% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 622,159 68,922 0.1% 0.07% 12 +88,148 16.51% Q1 2026 Apr 27, 2026
Kestra Advisory Services, LLC History Reduced 599,696 66,434 0.25% 0.25% 13 -19,070 -3.08% Q1 2026 Apr 30, 2026
Parcion Private Wealth LLC History Reduced 516,187 57,183 3.54% 3.64% 14 -93,053 -15.27% Q1 2026 Apr 22, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 500,900 55,489 0.03% 0.02% 15 +100,100 24.98% Q1 2026 May 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 482,881 53,493 0.03% 0.03% 16 +34,582 7.71% Q1 2026 May 07, 2026
STIFEL FINANCIAL CORP History Added to 458,357 50,781 0.05% 0.04% 17 +46,562 11.31% Q1 2026 May 12, 2026
HighTower Advisors, LLC History Added to 447,548 49,584 0.05% 0.03% 18 +143,216 47.06% Q1 2026 May 05, 2026
Rockefeller Capital Management L.P. History Added to 295,214 32,703 0.06% 0.05% 19 +21,046 7.68% Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Added to 284,465 31,513 0.09% 0.06% 20 +26,440 10.25% Q1 2026 May 04, 2026
Sanctuary Advisors, LLC History Added to 277,294 30,718 0.17% 0.14% 21 +25,446 10.1% Q1 2026 May 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 265,067 29,364 0.45% 0.43% 22 +47,270 21.7% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 258,484 28,625 0.01% 0.0% 23 +220,201 575.19% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 251,084 27,815 0.13% 0.1% 24 +35,487 16.46% Q1 2026 Apr 24, 2026
Janney Montgomery Scott LLC History Added to 235,602 26,100 0.06% 0.05% 25 +21,286 9.93% Q1 2026 Apr 22, 2026
Comprehensive Wealth Management, LLC History Added to 225,184 24,945 12.61% 7.81% 26 +90,446 67.13% Q1 2026 May 14, 2026
Next Level Private LLC History Added to 222,741 24,675 5.57% 5.21% 27 +20,456 10.11% Q1 2026 Apr 23, 2026
Equitable Holdings, Inc. History Added to 248,255 24,424 0.16% 0.14% 28 +43,266 21.11% Q1 2026 May 15, 2026
Proficio Capital Partners LLC History Added to 219,481 24,288 1.3% 0.95% 29 +81,915 59.55% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Added to 216,248 22,902 0.0% 0.0% 30 +60,631 38.96% Q1 2026 May 13, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Reduced 197,355 21,861 11.0% 10.47% 31 -671 -0.34% Q1 2026 May 01, 2026
TRUIST FINANCIAL CORP History Added to 184,649 20,455 0.03% 0.02% 32 +67,965 58.25% Q1 2026 Apr 27, 2026
Independent Advisor Alliance History New 181,096 20,061 0.22% 33 +181,096 New Q1 2026 May 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 179,182 19,849 0.36% 0.06% 34 +149,951 512.99% Q1 2026 May 11, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 177,688 19,684 1.29% 1.14% 35 0 0.0% Q1 2026 May 06, 2026
OPPENHEIMER & CO INC History Added to 157,150 17,409 0.21% 0.22% 36 +1,986 1.28% Q1 2026 Apr 23, 2026
Pictet North America Advisors SA History Reduced 155,764 17,255 1.71% 2.1% 37 -69,109 -30.73% Q1 2026 Apr 14, 2026
Presidio Capital Management, LLC History Added to 148,090 16,405 4.76% 4.27% 38 +3,567 2.47% Q1 2026 Apr 08, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 140,000 15,509 0.01% 0.07% 39 -130,000 -48.15% Q1 2026 May 04, 2026
Frederick Financial Consultants, LLC History Reduced 133,935 14,837 7.38% 7.37% 40 -2,961 -2.16% Q1 2026 May 14, 2026
FIL Ltd History Reduced 132,522 14,680 0.01% 0.04% 41 -340,728 -72.0% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Added to 130,884 14,499 0.16% 0.13% 42 +10,474 8.7% Q1 2026 Apr 28, 2026
Steward Partners Investment Advisory, LLC History Added to 125,252 13,875 0.07% 0.07% 43 +2,212 1.8% Q1 2026 May 08, 2026
Parkside Investments, LLC History Reduced 124,622 13,805 1.68% 1.73% 44 -14,833 -10.64% Q1 2026 Apr 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 122,934 13,618 0.17% 0.02% 45 +106,521 649.0% Q1 2026 May 11, 2026
CITIGROUP INC History Added to 112,834 12,499 0.01% 0.0% 46 +32,423 40.32% Q1 2026 May 11, 2026
Riggs Asset Managment Co. Inc. History Added to 109,166 12,093 2.49% 1.93% 47 +12,065 12.43% Q1 2026 May 11, 2026
D. E. Shaw & Co., Inc. History Added to 103,741 11,492 0.01% 0.0% 48 +94,610 1036.14% Q1 2026 May 15, 2026
Arkadios Wealth Advisors History Added to 102,512 11,356 0.19% 0.13% 49 +32,704 46.85% Q1 2026 May 18, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 99,086 10,976 2.2% 1.72% 50 +15,764 18.92% Q1 2026 Apr 14, 2026
Atlas Wealth LLC History Reduced 97,710 10,824 3.24% 3.0% 51 -2,753 -2.74% Q1 2026 May 13, 2026
CWM, LLC History Added to 97,369 10,786 0.03% 0.02% 52 +19,251 24.64% Q1 2026 May 14, 2026
Crumly & Associates Inc. History Reduced 97,205 10,768 2.26% 2.22% 53 -10,519 -9.76% Q1 2026 Apr 02, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 94,851 10,507 0.68% 0.28% 54 +51,136 116.98% Q1 2026 May 06, 2026
Advisory Services Network, LLC History Added to 93,268 10,332 0.14% 0.11% 55 +11,771 14.44% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 92,534 10,250 0.13% 0.09% 56 +18,796 25.49% Q1 2026 Apr 20, 2026
PRUDENTIAL PLC History No change 92,426 10,238 0.06% 0.07% 57 0 0.0% Q1 2026 May 13, 2026
Rockport Wealth LLC History Reduced 92,308 10,223 1.86% 1.86% 58 -5,069 -5.21% Q1 2026 May 05, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History New 92,000 10,191 1.29% 59 +92,000 New Q1 2026 May 13, 2026
Symphony Financial Services, Inc. History Added to 91,061 10,087 5.18% 4.34% 60 +4,871 5.65% Q1 2026 May 07, 2026
US BANCORP \DE\ History Reduced 88,851 9,843 0.01% 0.01% 61 -11,770 -11.7% Q1 2026 May 14, 2026
Prospera Financial Services Inc History Added to 88,487 9,807 0.16% 0.14% 62 +3,808 4.5% Q1 2026 Apr 14, 2026
HBW ADVISORY SERVICES LLC History Added to 88,116 9,761 1.03% 0.84% 63 +9,298 11.8% Q1 2026 May 04, 2026
REDSTONE WEALTH MANAGEMENT, LLC History Added to 86,859 9,622 7.67% 6.63% 64 +1,475 1.73% Q1 2026 Apr 16, 2026
N.E.W. Advisory Services LLC History Reduced 86,740 9,609 0.72% 0.72% 65 -12,444 -12.55% Q1 2026 May 04, 2026
NewEdge Advisors, LLC History Reduced 124,132 9,514 0.44% 0.05% 66 -22,759 -15.49% Q1 2026 May 15, 2026
THRYVE WEALTH MANAGEMENT LLC History Added to 85,052 9,422 6.29% 4.02% 67 +2,337 2.83% Q1 2026 May 14, 2026
Fiduciary Planning LLC History Reduced 84,799 9,394 2.84% 2.55% 68 -781 -0.91% Q1 2026 Apr 27, 2026
Merit Financial Group, LLC History Added to 80,726 8,942 0.07% 0.05% 69 +11,337 16.34% Q1 2026 Apr 15, 2026
PTM WEALTH MANAGEMENT, LLC History New 78,274 8,891 4.71% 70 +78,274 New Q1 2026 Apr 08, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 79,227 8,776 0.28% 0.23% 71 +4,847 6.52% Q1 2026 May 11, 2026
Hobart Private Capital, LLC History Added to 77,901 8,629 1.7% 0.77% 72 +37,977 95.12% Q1 2026 Apr 07, 2026
FAGAN ASSOCIATES, INC. History Added to 77,595 8,595 1.2% 0.89% 73 +9,726 14.33% Q1 2026 May 04, 2026
Clear Creek Financial Management, LLC History Added to 77,035 8,533 0.65% 0.3% 74 +39,240 103.82% Q1 2026 Apr 22, 2026
AlphaCore Capital LLC History Reduced 71,407 7,910 0.19% 0.17% 75 -6,700 -8.58% Q1 2026 May 15, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History Added to 70,737 7,836 5.04% 4.08% 76 +4,809 7.29% Q1 2026 Apr 29, 2026
TradeWell Securities, LLC. History Added to 70,343 7,718 3.25% 2.37% 77 +8,308 13.39% Q1 2026 Apr 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 69,602 7,710 0.17% 0.14% 78 +7,153 11.45% Q1 2026 May 15, 2026
Proactive Wealth Strategies LLC History Added to 69,270 7,676 1.44% 1.37% 79 +34,118 97.06% Q1 2026 Apr 29, 2026
Investors Portfolio Services LLC History Reduced 68,878 7,635 7.08% 6.66% 80 -6,331 -8.42% Q1 2026 May 14, 2026
Elmwood Wealth Management, Inc. History Added to 68,025 7,535 2.08% 1.81% 81 +9,822 16.88% Q1 2026 Apr 09, 2026
WPG Advisers, LLC History Added to 66,230 7,336 5.41% 4.26% 82 +7,786 13.32% Q1 2026 Apr 29, 2026
MEITAV INVESTMENT HOUSE LTD History New 64,450 7,139 0.08% 83 +64,450 New Q1 2026 Apr 29, 2026
Apollon Wealth Management, LLC History Added to 63,986 7,088 0.12% 0.09% 84 +12,431 24.11% Q1 2026 Apr 22, 2026
Sovran Advisors, LLC History Added to 55,333 7,021 0.55% 0.52% 85 +1,235 2.28% Q1 2026 May 01, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 63,341 7,016 0.31% 0.34% 86 -9,264 -12.76% Q1 2026 Apr 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 61,937 6,861 0.39% 0.38% 87 -3,088 -4.75% Q1 2026 Apr 09, 2026
&PARTNERS History Reduced 61,849 6,851 0.03% 0.03% 88 -2,435 -3.79% Q1 2026 May 15, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 61,712 6,836 1.35% 1.19% 89 0 0.0% Q1 2026 May 06, 2026
Guided Capital Wealth Management, LLC History Reduced 61,393 6,801 4.49% 4.27% 90 -527 -0.85% Q1 2026 Apr 30, 2026
SMITH, MOORE & CO. History Reduced 59,076 6,544 0.48% 0.48% 91 -6,078 -9.33% Q1 2026 May 05, 2026
Sigma Planning Corp History Added to 57,276 6,345 0.18% 0.13% 92 +9,151 19.02% Q1 2026 May 04, 2026
Tidemark, LLC History Added to 56,899 6,303 1.6% 0.12% 93 +52,438 1175.48% Q1 2026 May 07, 2026
Quadcap Wealth Management, LLC History Reduced 56,338 6,241 0.71% 0.68% 94 -4,124 -6.82% Q1 2026 May 15, 2026
PCG Wealth Advisors, LLC History Added to 56,147 6,220 1.57% 1.51% 95 +2,038 3.77% Q1 2026 Apr 28, 2026
Western Wealth Management, LLC History Added to 55,593 6,158 0.22% 0.24% 96 +2,502 4.71% Q1 2026 May 19, 2026
Cascade Financial Partners, LLC History Reduced 55,568 6,155 0.63% 0.56% 97 -993 -1.76% Q1 2026 May 12, 2026
COOPER INVESTORS PTY LTD History New 55,441 6,141 2.5% 98 +55,441 New Q1 2026 Apr 27, 2026
Rehmann Capital Advisory Group History Reduced 55,185 6,113 0.32% 0.33% 99 -8,639 -13.54% Q1 2026 May 15, 2026
Dakota Wealth Management History Added to 55,052 6,098 0.13% 0.09% 100 +1,811 3.4% Q1 2026 May 07, 2026
PECAUT & CO. History Added to 54,986 6,091 1.98% 1.5% 101 +7,639 16.13% Q1 2026 May 11, 2026
IHT Wealth Management, LLC History Reduced 54,806 6,071 0.14% 0.37% 102 -99,580 -64.5% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 53,183 6,002 0.01% 0.01% 103 -26,155 -32.97% Q1 2026 Apr 08, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 53,504 5,927 0.85% 1.46% 104 -55,239 -50.8% Q1 2026 May 01, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 52,700 5,838 0.01% 105 +52,700 New Q1 2026 May 15, 2026
tru Independence LLC History Reduced 51,836 5,742 2.84% 1.35% 106 -2,691 -4.94% Q1 2026 Apr 22, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 57,126 5,616 3.27% 3.27% 107 0 0.0% Q4 2025 Jan 28, 2026
Purewater Capital LLC History New 49,806 5,517 5.28% 108 +49,806 New Q1 2026 May 14, 2026
Gaddis Premier Wealth Advisors LLC History Added to 49,347 5,466 4.03% 3.64% 109 +570 1.17% Q1 2026 May 05, 2026
STEPHENS INC /AR/ History Added to 49,050 5,433 0.07% 0.05% 110 +11,183 29.53% Q1 2026 Apr 28, 2026
Macro Advisors, Inc. History New 49,042 5,432 2.24% 111 +49,042 New Q1 2026 May 14, 2026
Spire Wealth Management History Added to 48,603 5,384 0.18% 0.15% 112 +3,925 8.79% Q1 2026 Apr 22, 2026
ABLE Financial Group, LLC History Added to 48,156 5,334 1.04% 0.58% 113 +19,076 65.6% Q1 2026 Apr 20, 2026
PRINCIPAL SECURITIES, INC. History Added to 47,956 5,312 0.08% 0.07% 114 +3,502 7.88% Q1 2026 May 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 47,859 5,301 0.32% 0.24% 115 +6,652 16.14% Q1 2026 May 12, 2026
Wealthcare Advisory Partners LLC History Added to 47,618 5,275 0.1% 0.07% 116 +9,325 24.35% Q1 2026 Apr 14, 2026
Bank of New York Mellon Corp History Reduced 47,528 5,265 0.0% 0.0% 117 -1,375 -2.81% Q1 2026 May 05, 2026
NWAM LLC History Added to 47,135 5,221 0.3% 0.3% 118 +21 0.04% Q1 2026 May 04, 2026
Focus Financial Network, Inc. History Added to 46,987 5,205 0.19% 0.15% 119 +1,846 4.09% Q1 2026 Apr 14, 2026
Mach-1 Financial Group, LLC History Reduced 46,155 5,113 1.8% 1.08% 120 -7,226 -13.54% Q1 2026 May 13, 2026
Prosperity Financial Group, Inc. History Reduced 45,648 5,056 1.87% 1.81% 121 -5,543 -10.83% Q1 2026 May 13, 2026
Portfolio Strategies, Inc. History New 45,583 5,049 0.62% 122 +45,583 New Q1 2026 May 05, 2026
WealthBridge Capital Management, LLC History Reduced 45,524 5,043 1.16% 1.07% 123 -2,374 -4.96% Q1 2026 Apr 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 44,357 4,913 0.23% 0.08% 124 +27,073 156.64% Q1 2026 Apr 28, 2026
Atria Investments, Inc History Reduced 43,684 4,839 0.05% 0.05% 125 -407 -0.92% Q1 2026 May 05, 2026
ASSETMARK, INC History Reduced 43,150 4,780 0.01% 0.01% 126 -1,942 -4.31% Q1 2026 May 06, 2026
J.W. COLE ADVISORS, INC. History Added to 43,001 4,763 0.16% 0.09% 127 +2,255 5.53% Q1 2026 Apr 23, 2026
MRA Advisory Group History Reduced 42,989 4,762 1.94% 1.89% 128 -2,796 -6.11% Q1 2026 Apr 22, 2026
WEDBUSH SECURITIES INC History Added to 42,672 4,727 0.14% 0.09% 129 +9,960 30.45% Q1 2026 Apr 21, 2026
Fortis Advisors, LLC History Reduced 41,923 4,644 2.33% 2.5% 130 -4,884 -10.43% Q1 2026 May 14, 2026
Mutual Advisors, LLC History Added to 41,335 4,579 0.1% 0.08% 131 +5,081 14.02% Q1 2026 May 01, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 41,261 4,570 0.09% 0.08% 132 -551 -1.32% Q1 2026 Apr 15, 2026
Sunbelt Securities, Inc. History Reduced 40,796 4,519 0.29% 0.28% 133 -2,092 -4.88% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 40,488 4,485 0.05% 0.04% 134 +4,735 13.24% Q1 2026 Apr 20, 2026
Ameritas Advisory Services, LLC History Reduced 39,566 4,383 0.17% 0.15% 135 -817 -2.02% Q1 2026 May 12, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 39,271 4,350 1.37% 1.21% 136 -513 -1.29% Q1 2026 Apr 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 38,900 4,309 0.14% 0.06% 137 +755 1.98% Q1 2026 Apr 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 38,034 4,303 0.3% 0.24% 138 +2,632 7.43% Q1 2026 May 01, 2026
Concorde Asset Management, LLC History No change 43,175 4,244 1.7% 1.7% 139 0 0.0% Q4 2025 Feb 13, 2026
ARVEST INVESTMENTS, INC. History Reduced 37,974 4,206 0.57% 0.59% 140 -4,863 -11.35% Q1 2026 Apr 14, 2026
Integrated Wealth Concepts LLC History Added to 37,706 4,177 0.03% 0.04% 141 +4,734 14.36% Q1 2026 May 15, 2026
Cornerstone Wealth Management, LLC History Added to 37,399 4,143 0.21% 0.17% 142 +3,955 11.83% Q1 2026 Apr 23, 2026
Garden State Investment Advisory Services LLC History Reduced 36,954 4,093 0.9% 0.8% 143 -2 -0.01% Q1 2026 May 13, 2026
ARQ WEALTH ADVISORS, LLC History Added to 36,518 4,045 0.73% 0.94% 144 +985 2.77% Q1 2026 May 01, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 36,373 4,029 0.0% 0.0% 145 +5,564 18.06% Q1 2026 May 15, 2026
VestGen Advisors, LLC History Reduced 30,973 4,006 0.11% 0.14% 146 -3,500 -10.15% Q1 2026 May 14, 2026
Baird Financial Group, Inc. History Added to 35,968 3,984 0.01% 0.01% 147 +2,861 8.64% Q1 2026 May 14, 2026
Oxford Wealth Group, LLC History Reduced 35,195 3,898 2.13% 2.04% 148 -7,547 -17.66% Q1 2026 May 11, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 35,103 3,888 1.86% 1.78% 149 -973 -2.7% Q1 2026 May 08, 2026
D.A. DAVIDSON & CO. History Added to 34,907 3,866 0.02% 0.02% 150 +3,089 9.71% Q1 2026 May 05, 2026
BENJAMIN EDWARDS INC History Reduced 34,797 3,854 0.04% 0.04% 151 -626 -1.77% Q1 2026 May 12, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 34,460 3,817 1.21% 0.17% 152 +29,424 584.27% Q1 2026 Apr 15, 2026
Rooted Wealth Advisors, Inc. History Added to 30,758 3,810 1.0% 0.94% 153 +1,436 4.9% Q1 2026 Apr 21, 2026
Cerity Partners LLC History Added to 34,164 3,784 0.01% 0.0% 154 +15,524 83.28% Q1 2026 May 15, 2026
MAI Capital Management History Added to 34,082 3,775 0.02% 0.02% 155 +6,015 21.43% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History Reduced 33,987 3,765 0.61% 0.46% 156 -561 -1.62% Q1 2026 May 15, 2026
Foundry Financial Group, Inc. History New 33,196 3,677 1.82% 157 +33,196 New Q1 2026 Apr 23, 2026
PARK NATIONAL CORP /OH/ History Added to 31,894 3,533 0.11% 0.09% 158 +2,940 10.15% Q1 2026 Apr 16, 2026
Banque Cantonale Vaudoise History Reduced 31,375 3,476 0.13% 0.11% 159 -775 -2.41% Q1 2026 Apr 20, 2026
FIFTH THIRD BANCORP History New 31,246 3,461 0.01% 160 +31,246 New Q1 2026 May 01, 2026
Jaffetilchin Investment Partners, LLC History Reduced 31,241 3,460 0.21% 0.42% 161 -41,493 -57.05% Q1 2026 May 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 31,024 3,436 0.05% 0.06% 162 -10,111 -24.58% Q1 2026 May 05, 2026
AE Wealth Management LLC History Added to 30,509 3,379 0.02% 0.02% 163 +3,667 13.66% Q1 2026 May 13, 2026
JBR Co Financial Management Inc History No change 34,345 3,376 1.41% 1.41% 164 0 0.0% Q1 2026 Apr 08, 2026
BANQUE PICTET & CIE SA History No change 30,000 3,323 0.02% 0.02% 165 0 0.0% Q1 2026 Apr 14, 2026
Maridea Wealth Management LLC History Reduced 29,053 3,218 0.47% 0.45% 166 -1,723 -5.6% Q1 2026 Apr 21, 2026
Federation des caisses Desjardins du Quebec History Added to 28,991 3,211 0.01% 0.0% 167 +20,508 241.75% Q1 2026 May 13, 2026
First Heartland Consultants, Inc. History Added to 27,755 3,074 0.24% 0.19% 168 +2,486 9.84% Q1 2026 Apr 08, 2026
Main Street Financial Solutions, LLC History No change 31,075 3,055 0.23% 0.23% 169 0 0.0% Q4 2025 Feb 17, 2026
Maltin Wealth Management, Inc. History Added to 27,542 3,051 1.17% 1.04% 170 +1,021 3.85% Q1 2026 Apr 21, 2026
Sun Financial Inc History Added to 23,106 3,029 1.52% 1.17% 171 +1,818 8.54% Q1 2026 May 15, 2026
Ausdal Financial Partners, Inc. History Added to 27,303 3,024 0.13% 0.11% 172 +4,006 17.2% Q1 2026 May 12, 2026
LANE BROTHERS & CO INC History Reduced 26,794 2,968 2.16% 2.22% 173 -4,462 -14.28% Q1 2026 May 05, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 26,650 2,952 0.22% 0.15% 174 +4,861 22.31% Q1 2026 Apr 20, 2026
Gateway Wealth Partners, LLC History Added to 26,638 2,950 0.11% 0.1% 175 +17,334 186.31% Q1 2026 May 15, 2026
Investment Advisory Services Group LLC History Added to 26,525 2,938 2.56% 2.16% 176 +1,759 7.1% Q1 2026 Apr 28, 2026
COMERICA BANK History No change 29,636 2,913 0.01% 0.01% 177 0 0.0% Q4 2025 Jan 29, 2026
SageGuard Financial Group, LLC History New 26,076 2,888 0.45% 178 +26,076 New Q1 2026 Apr 23, 2026
PUFF WEALTH MANAGEMENT, LLC History No change 28,204 2,863 3.7% 3.7% 179 0 0.0% Q4 2025 Jan 07, 2026
StoneX Group Inc. History Added to 25,504 2,825 0.15% 0.05% 180 +12,623 98.0% Q1 2026 May 14, 2026
MGO ONE SEVEN LLC History Added to 25,483 2,823 0.06% 0.03% 181 +10,347 68.36% Q1 2026 May 14, 2026
Warner Group LLC History Added to 25,376 2,811 1.84% 1.14% 182 +6,562 34.88% Q1 2026 Apr 29, 2026
Fearless Solutions, LLC dba Best Invest History Added to 25,276 2,800 1.69% 1.31% 183 +3,258 14.8% Q1 2026 Apr 21, 2026
APS Management Group, Inc. History Reduced 24,824 2,750 2.35% 2.14% 184 -560 -2.21% Q1 2026 Apr 15, 2026
Stegent Equity Advisors, Inc. History Added to 24,364 2,699 2.3% 1.79% 185 +1,048 4.49% Q1 2026 Apr 24, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 24,277 2,689 2.32% 1.81% 186 +1,560 6.87% Q1 2026 May 14, 2026
Gladstone Institutional Advisory LLC History Added to 24,154 2,675 0.1% 0.03% 187 +14,828 159.0% Q1 2026 May 14, 2026
Smith Thornton Advisors LLC History Reduced 23,898 2,647 1.33% 1.2% 188 -135 -0.56% Q1 2026 Apr 16, 2026
Traction Financial Partners, LLC History New 23,752 2,631 1.62% 189 +23,752 New Q1 2026 May 14, 2026
VIAWEALTH, LLC History Reduced 23,479 2,601 1.45% 1.31% 190 -152 -0.64% Q1 2026 May 11, 2026
Mariner, LLC History Added to 23,380 2,589 0.0% 0.0% 191 +7,712 49.22% Q1 2026 May 13, 2026
Heritage Wealth Management, Inc. History Added to 23,230 2,573 1.27% 0.63% 192 +234 1.02% Q1 2026 Apr 20, 2026
Essex Financial Services, Inc. History Added to 22,928 2,539 0.14% 0.12% 193 +801 3.62% Q1 2026 Apr 24, 2026
Per Stirling Capital Management, LLC. History Reduced 22,329 2,473 0.27% 0.26% 194 -911 -3.92% Q1 2026 May 11, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 22,318 2,472 0.1% 0.08% 195 -2,057 -8.44% Q1 2026 May 15, 2026
Creative Planning History Added to 22,182 2,457 0.0% 0.0% 196 +42 0.19% Q1 2026 May 12, 2026
CreativeOne Wealth, LLC History Added to 21,906 2,426 0.06% 0.03% 197 +8,509 63.51% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History New 21,245 2,353 0.0% 198 +21,245 New Q1 2026 May 15, 2026
Triumph Capital Management History Reduced 21,088 2,336 0.48% 0.45% 199 -177 -0.83% Q1 2026 May 13, 2026
GWN SECURITIES INC. History Added to 21,061 2,333 0.45% 0.41% 200 +669 3.28% Q1 2026 May 14, 2026
Benson Wealth Management INC History Added to 20,962 2,322 3.18% 0.92% 201 +12,533 148.69% Q1 2026 May 12, 2026
Key Client Fiduciary Advisors, LLC History Reduced 20,796 2,303 0.78% 0.75% 202 -1,575 -7.04% Q1 2026 Apr 09, 2026
Gotham Asset Management, LLC History Added to 20,683 2,291 0.01% 0.01% 203 +4,032 24.21% Q1 2026 May 15, 2026
RFG Advisory, LLC History Reduced 20,675 2,290 0.04% 0.07% 204 -18,136 -46.73% Q1 2026 Apr 17, 2026
RiverTree Advisors, LLC History Added to 20,433 2,263 1.43% 1.19% 205 +1,511 7.99% Q1 2026 Apr 20, 2026
INTEGRITY ALLIANCE, LLC. History Added to 19,434 2,152 0.08% 0.06% 206 +1,424 7.91% Q1 2026 May 11, 2026
Symphony Financial, Ltd. Co. History Reduced 19,815 2,145 0.28% 0.27% 207 -147 -0.74% Q1 2026 Apr 30, 2026
DAVENPORT & Co LLC History Added to 19,293 2,137 0.01% 0.0% 208 +15,277 380.4% Q1 2026 Apr 15, 2026
Tempus Wealth Planning, LLC History Added to 19,031 2,108 0.48% 0.28% 209 +6,431 51.04% Q1 2026 Apr 28, 2026
Creekside Partners History No change 19,019 2,106 0.87% 0.79% 210 0 0.0% Q1 2026 Apr 21, 2026
Asset One Wealth Management LLC History Reduced 17,054 2,098 0.23% 0.27% 211 -443 -2.53% Q1 2026 May 12, 2026
Benchmark Financial, LLC History Added to 18,899 2,093 1.88% 1.53% 212 +3,264 20.88% Q1 2026 Apr 21, 2026
Hyposwiss Advisors SA History Added to 18,714 2,073 2.05% 1.7% 213 +1,050 5.94% Q1 2026 Apr 30, 2026
PARK AVENUE SECURITIES LLC History Reduced 18,633 2,064 0.02% 0.02% 214 -468 -2.45% Q1 2026 Apr 07, 2026
CALTON & ASSOCIATES, INC. History Added to 18,448 2,043 0.29% 0.17% 215 +6,767 57.93% Q1 2026 May 13, 2026
Snowden Capital Advisors LLC History Added to 18,320 2,029 0.05% 0.02% 216 +9,511 107.97% Q1 2026 May 14, 2026
PKS Advisory Services, LLC History Added to 18,224 2,018 0.47% 0.39% 217 +1,007 5.85% Q1 2026 May 13, 2026
World Investment Advisors History Reduced 17,961 1,989 0.03% 0.03% 218 -300 -1.64% Q1 2026 Apr 27, 2026
Perissos Private Wealth Management, LLC History Added to 17,783 1,970 1.71% 0.96% 219 +6,423 56.54% Q1 2026 May 07, 2026
Aptus Capital Advisors, LLC History Added to 17,716 1,962 0.02% 0.01% 220 +2,545 16.78% Q1 2026 May 11, 2026
Insight Wealth Partners, LLC History Added to 17,529 1,941 0.27% 0.22% 221 +1,392 8.63% Q1 2026 May 13, 2026
Cambridge Advisors Inc. History Added to 17,116 1,896 0.37% 0.28% 222 +1,967 12.98% Q1 2026 Apr 16, 2026
Harvest Investment Services, LLC History Added to 17,113 1,895 0.35% 0.29% 223 +1,404 8.94% Q1 2026 May 14, 2026
Intrua Financial, LLC History Reduced 16,929 1,875 0.19% 0.19% 224 -1,033 -5.75% Q1 2026 Apr 23, 2026
Summit Financial, LLC History Added to 16,822 1,863 0.02% 0.02% 225 +5,958 54.84% Q1 2026 May 15, 2026
Arax Advisory Partners History Reduced 16,761 1,856 0.05% 0.05% 226 -594 -3.42% Q1 2026 May 13, 2026
Inscription Capital, LLC History Added to 16,205 1,795 0.19% 0.14% 227 +2,454 17.85% Q1 2026 Apr 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 15,888 1,760 0.02% 228 +15,888 New Q1 2026 May 01, 2026
Moors & Cabot, Inc. History Added to 15,758 1,745 0.07% 0.03% 229 +8,654 121.82% Q1 2026 May 08, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 15,468 1,713 0.75% 0.45% 230 +6,148 65.97% Q1 2026 Apr 24, 2026
BROWN ADVISORY INC History Reduced 15,439 1,710 0.0% 0.0% 231 -283 -1.8% Q1 2026 May 15, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 15,017 1,653 0.21% 0.21% 232 -1,770 -10.54% Q1 2026 May 12, 2026
Stonebridge Financial Planning Group, LLC History Added to 14,842 1,644 0.6% 0.51% 233 +476 3.31% Q1 2026 May 08, 2026
Beacon Pointe Advisors, LLC History New 14,828 1,642 0.01% 234 +14,828 New Q1 2026 May 15, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 14,752 1,634 1.24% 0.72% 235 +6,060 69.72% Q1 2026 Apr 13, 2026
Allworth Financial LP History Reduced 14,543 1,611 0.01% 0.01% 236 -672 -4.42% Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History New 14,537 1,610 0.07% 237 +14,537 New Q1 2026 May 14, 2026
Total Clarity Wealth Management, Inc. History Reduced 14,531 1,609 0.38% 0.35% 238 -206 -1.4% Q1 2026 Apr 17, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 14,327 1,587 0.35% 0.29% 239 +437 3.15% Q1 2026 Apr 15, 2026
HANOVER ADVISORS INC History Added to 14,218 1,575 0.64% 0.5% 240 +1,135 8.68% Q1 2026 May 07, 2026
EP Wealth Advisors, LLC History Reduced 14,150 1,567 0.01% 0.01% 241 -2,595 -15.5% Q1 2026 May 14, 2026
Ignite Planners, LLC History Added to 13,878 1,552 0.24% 0.21% 242 +1,184 9.33% Q1 2026 Apr 17, 2026
GUERRA PAN ADVISORS, LLC History Added to 13,879 1,537 0.95% 0.79% 243 +342 2.53% Q1 2026 May 12, 2026
Belpointe Asset Management LLC History Added to 13,864 1,535 0.06% 0.04% 244 +3,445 33.06% Q1 2026 Apr 28, 2026
B. Riley Wealth Advisors, Inc. History Added to 14,151 1,498 0.09% 0.06% 245 +1,166 8.98% Q1 2026 Apr 24, 2026
Global Retirement Partners, LLC History No change 15,231 1,497 0.03% 0.03% 246 0 0.0% Q4 2025 Feb 06, 2026
KINTRA WEALTH, LLC History Added to 13,493 1,494 0.11% 0.15% 247 +2,644 24.37% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 13,247 1,467 0.01% 0.01% 248 +4,767 56.21% Q1 2026 May 15, 2026
Well Done, LLC History No change 13,174 1,459 0.21% 0.19% 249 0 0.0% Q1 2026 Apr 14, 2026
Eldridge Investment Advisors, Inc. History Reduced 13,143 1,455 0.32% 0.36% 250 -3,680 -21.87% Q1 2026 May 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 12,920 1,431 0.07% 0.05% 251 +3,164 32.43% Q1 2026 Apr 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 12,634 1,400 0.07% 0.03% 252 +5,103 67.76% Q1 2026 May 18, 2026
U.S. Capital Wealth Advisors, LLC History Added to 12,292 1,361 0.03% 0.01% 253 +7,018 133.07% Q1 2026 Apr 07, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 12,200 1,351 0.0% 0.0% 254 +300 2.52% Q1 2026 May 14, 2026
Kovack Advisors, Inc. History Added to 10,529 1,350 0.07% 0.02% 255 +6,828 184.49% Q1 2026 May 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 11,925 1,321 0.0% 0.0% 256 -1,240 -9.42% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History Added to 11,656 1,291 0.03% 0.03% 257 +774 7.11% Q1 2026 May 04, 2026
Capital Analysts, LLC History Added to 11,640 1,290 0.03% 0.02% 258 +3,392 41.13% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 11,619 1,287 0.0% 0.0% 259 -369 -3.08% Q1 2026 May 15, 2026
Sequent Planning LLC History Added to 11,483 1,272 0.31% 0.28% 260 +488 4.44% Q1 2026 Apr 21, 2026
Owen LaRue, LLC History Added to 11,432 1,266 0.49% 0.1% 261 +8,797 333.85% Q1 2026 Apr 30, 2026
TRUE Private Wealth Advisors History New 11,421 1,265 0.12% 262 +11,421 New Q1 2026 May 15, 2026
Wealth Watch Advisors, INC History Reduced 11,403 1,263 0.53% 0.53% 263 -3,195 -21.89% Q1 2026 May 15, 2026
Mirador Capital Partners LP History Added to 11,319 1,253 0.18% 0.13% 264 +1,524 15.56% Q1 2026 Apr 08, 2026
Sound View Wealth Advisors Group, LLC History Added to 11,263 1,247 0.08% 0.07% 265 +1,178 11.68% Q1 2026 May 06, 2026
BEARING POINT CAPITAL, LLC History Added to 11,126 1,232 0.19% 0.15% 266 +1,316 13.41% Q1 2026 May 07, 2026
Accel Wealth Management History Reduced 11,002 1,218 0.32% 0.3% 267 -144 -1.29% Q1 2026 Apr 08, 2026
Signature Equity Partners, LLC History Added to 10,953 1,213 0.65% 0.45% 268 +2,693 32.6% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Added to 10,700 1,185 0.0% 0.0% 269 +6,300 143.18% Q1 2026 May 15, 2026
Bleakley Financial Group, LLC History Reduced 10,541 1,167 0.02% 0.02% 270 -1,764 -14.34% Q1 2026 May 04, 2026
Sowell Financial Services LLC History Reduced 10,270 1,137 0.04% 0.04% 271 -423 -3.96% Q1 2026 Apr 20, 2026
Global View Capital Management LLC History Added to 10,068 1,115 0.3% 0.17% 272 +1,016 11.22% Q1 2026 May 04, 2026
Quad-Cities Investment Group, LLC History Added to 10,062 1,114 0.44% 0.38% 273 +706 7.55% Q1 2026 Apr 21, 2026
TCFG Investment Advisors, LLC History New 9,979 1,105 0.41% 275 +9,979 New Q1 2026 May 05, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 9,979 1,105 0.41% 0.39% 274 -92 -0.91% Q1 2026 Apr 23, 2026
Strategic Financial Concepts, LLC History Added to 9,968 1,104 0.27% 0.52% 276 +4,166 71.8% Q1 2026 May 12, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 9,968 1,104 0.08% 0.08% 277 +243 2.5% Q1 2026 Apr 30, 2026
Legacy Wealth Managment, LLC/ID History Reduced 9,929 1,099 0.55% 0.51% 278 -878 -8.12% Q1 2026 May 07, 2026
AssuredPartners Investment Advisors, LLC History Reduced 9,668 1,098 0.12% 0.42% 279 -19,104 -66.4% Q1 2026 Apr 10, 2026
FLAGSTAR ADVISORS INC History Added to 9,891 1,095 0.4% 0.1% 280 +6,815 221.55% Q1 2026 May 12, 2026
TrueWealth Advisors, LLC History Added to 9,891 1,095 0.28% 0.24% 281 +538 5.75% Q1 2026 Apr 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 9,827 1,088 0.04% 0.03% 282 +1,444 17.23% Q1 2026 May 14, 2026
Kingsview Wealth Management, LLC History Added to 9,798 1,085 0.01% 0.01% 283 +1,483 17.84% Q1 2026 May 12, 2026
Richmond Investment Services, LLC History Added to 9,787 1,084 0.18% 0.15% 284 +710 7.82% Q1 2026 Apr 29, 2026
Signal Advisors Wealth, LLC History Added to 9,551 1,058 0.07% 0.03% 285 +6,114 177.89% Q1 2026 Apr 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 9,470 1,049 0.13% 0.1% 286 +666 7.56% Q1 2026 May 05, 2026
Guardian Capital, LLC History Added to 9,435 1,045 1.0% 0.77% 287 +715 8.2% Q1 2026 May 11, 2026
Continuum Advisory, LLC History Added to 9,419 1,043 0.1% 0.07% 288 +2,310 32.49% Q1 2026 Apr 22, 2026
Robertson Stephens Wealth Management, LLC History Added to 9,341 1,034 0.03% 0.02% 289 +705 8.16% Q1 2026 Apr 28, 2026
Trueblood Wealth Management, LLC History Added to 9,327 1,033 0.4% 0.35% 290 +116 1.26% Q1 2026 Apr 21, 2026
GOLDMAN SACHS GROUP INC History New 9,175 1,016 0.0% 291 +9,175 New Q1 2026 May 15, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 8,923 1,013 0.59% 0.54% 292 -7 -0.08% Q1 2026 Apr 08, 2026
Stratos Wealth Advisors, LLC History Reduced 8,994 996 0.06% 0.05% 293 -2,291 -20.3% Q1 2026 Apr 28, 2026
NewEdge Wealth, LLC History Reduced 8,957 992 0.01% 0.01% 294 -81 -0.9% Q1 2026 May 13, 2026
Altus Wealth Group LLC History Added to 8,884 984 0.4% 0.35% 295 +86 0.98% Q1 2026 Apr 27, 2026
GPS Wealth Strategies Group, LLC History No change 9,910 974 0.83% 0.83% 296 0 0.0% Q4 2025 Feb 06, 2026
Sierra Capital LLC History No change 8,685 962 0.1% 0.09% 297 0 0.0% Q1 2026 May 15, 2026
Plan Group Financial, LLC History Added to 8,600 952 0.22% 0.08% 298 +5,300 160.61% Q1 2026 Apr 13, 2026
Curran Financial Partners, LLC History Added to 8,504 942 0.17% 0.14% 299 +954 12.64% Q1 2026 Apr 15, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 8,345 924 0.09% 0.08% 300 +193 2.37% Q1 2026 Apr 15, 2026