FIRST TRUST EXCHANGE-TRADED FUND - FBT
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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | Added to | 3,515,093 | 705,899 | 0.5% | 0.0% | 1 | +3,508,029 | 49660.66% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 534,200 | 107,278 | 0.01% | 0.0% | 2 | +132,999 | 33.15% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 426,213 | 85,592 | 0.02% | 0.01% | 3 | +237,629 | 126.01% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 295,687 | 59,379 | 0.02% | 0.01% | 4 | +34,854 | 13.36% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 205,366 | 41,241 | 0.01% | 0.01% | 5 | +18,278 | 9.77% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 202,877 | 40,741 | 0.01% | 0.01% | 6 | +57,218 | 39.28% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 200,959 | 40,356 | 0.0% | 0.0% | 7 | +10,853 | 5.71% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 199,981 | 40,160 | 0.01% | 0.01% | 8 | +45,112 | 29.13% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 126,996 | 25,503 | 0.01% | 0.01% | 9 | +12,339 | 10.76% | Q1 2026 | May 04, 2026 |
| Berger Financial Group, Inc | History | Reduced | 104,402 | 20,966 | 1.17% | 1.37% | 10 | -10,548 | -9.18% | Q1 2026 | Apr 28, 2026 |
| Nilsine Partners, LLC | History | Added to | 95,083 | 19,388 | 1.52% | 0.09% | 11 | +89,843 | 1714.56% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 78,413 | 15,746 | 0.08% | 0.01% | 12 | +71,983 | 1119.49% | Q1 2026 | May 15, 2026 |
| 360 Financial, Inc. | History | Added to | 78,213 | 15,706 | 4.73% | 4.5% | 13 | +6,128 | 8.5% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 75,428 | 15,147 | 0.2% | — | 14 | +75,428 | New | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | New | 74,342 | 14,929 | 0.42% | — | 15 | +74,342 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 69,393 | 13,927 | 0.0% | 0.0% | 16 | +23,847 | 52.36% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 68,981 | 13,853 | 0.01% | 0.01% | 17 | +8,535 | 14.12% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 66,297 | 13,313 | 0.01% | 0.01% | 18 | +3,427 | 5.45% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 65,265 | 13,107 | 0.03% | 0.03% | 19 | -4,789 | -6.84% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 62,524 | 12,555 | 0.05% | 0.0% | 20 | +56,629 | 960.63% | Q1 2026 | Jun 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 58,201 | 11,694 | 0.12% | 0.07% | 21 | +27,721 | 90.95% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 55,217 | 11,088 | 0.02% | 0.02% | 22 | +8,657 | 18.59% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 54,147 | 10,873 | 0.01% | 0.02% | 23 | -1,081 | -1.96% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 53,019 | 10,647 | 0.06% | 0.06% | 24 | +3,247 | 6.52% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,725 | 10,590 | 0.02% | 0.02% | 25 | -162 | -0.31% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 52,054 | 10,454 | 0.03% | 0.02% | 26 | +13,893 | 36.41% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,012 | 9,641 | 0.0% | 0.0% | 27 | +28,503 | 146.1% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 43,700 | 8,775 | 0.01% | 0.01% | 28 | +1,000 | 2.34% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 41,791 | 8,462 | 0.14% | 0.16% | 29 | +213 | 0.51% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 41,105 | 8,318 | 0.02% | 0.04% | 30 | +12,256 | 42.48% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | New | 40,885 | 8,210 | 0.71% | — | 31 | +40,885 | New | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 34,276 | 6,883 | 0.01% | 0.01% | 32 | +13,195 | 62.59% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 33,836 | 6,794 | 0.21% | 0.04% | 33 | +27,964 | 476.23% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | New | 31,620 | 6,350 | 0.29% | — | 34 | +31,620 | New | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 29,734 | 5,971 | 0.1% | 0.03% | 35 | +21,817 | 275.57% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 29,186 | 5,861 | 0.05% | 0.0% | 36 | +28,017 | 2396.66% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 29,143 | 5,852 | 0.23% | 0.23% | 37 | -758 | -2.54% | Q1 2026 | May 12, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 27,948 | 5,612 | 1.43% | 1.56% | 38 | -1,207 | -4.14% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,386 | 5,499 | 0.01% | 0.01% | 39 | +4,969 | 22.17% | Q1 2026 | Apr 27, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 27,114 | 5,445 | 0.78% | 0.82% | 40 | -506 | -1.83% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 24,795 | 4,979 | 0.06% | 0.01% | 41 | +22,304 | 895.38% | Q1 2026 | May 15, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 23,189 | 4,656 | 0.56% | 0.55% | 42 | -458 | -1.94% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 22,291 | 4,476 | 0.02% | 0.03% | 43 | -7,986 | -26.38% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,798 | 3,976 | 0.0% | 0.0% | 44 | +89 | 0.45% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 19,654 | 3,946 | 0.15% | 0.16% | 45 | +12,495 | 174.54% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 19,486 | 3,912 | 0.01% | — | 46 | +19,486 | New | Q1 2026 | May 15, 2026 |
| Holistic Financial Partners | History | Added to | 19,219 | 3,859 | 1.43% | 1.4% | 47 | +512 | 2.74% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 17,980 | 3,610 | 0.09% | — | 48 | +17,980 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,650 | 2,942 | 0.0% | 0.0% | 49 | +1,082 | 7.97% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,134 | 2,838 | 0.01% | 0.0% | 50 | +9,915 | 235.01% | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | New | 14,098 | 2,831 | 0.53% | — | 51 | +14,098 | New | Q1 2026 | Apr 29, 2026 |
| SFI Advisors, LLC | History | Reduced | 14,065 | 2,824 | 2.97% | 3.05% | 52 | -8,941 | -38.86% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 13,767 | 2,764 | 0.0% | 0.0% | 53 | -73 | -0.53% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,033 | 2,708 | 0.0% | 0.0% | 54 | +315 | 2.3% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,197 | 2,650 | 0.01% | 0.0% | 55 | +9,971 | 309.08% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 13,090 | 2,628 | 0.05% | 0.06% | 56 | +891 | 7.3% | Q1 2026 | Apr 13, 2026 |
| Davis Investment Partners, LLC | History | Added to | 11,517 | 2,312 | 0.82% | 0.34% | 57 | +6,817 | 145.04% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,956 | 2,200 | 0.01% | 0.01% | 58 | -262 | -2.34% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 10,697 | 2,148 | 0.01% | 0.0% | 59 | +5,601 | 109.91% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,186 | 2,127 | 0.0% | 0.0% | 60 | +2,171 | 24.08% | Q1 2026 | May 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 10,411 | 2,090 | 0.7% | 0.72% | 61 | -216 | -2.03% | Q1 2026 | Apr 14, 2026 |
| BROWN ADVISORY INC | History | No change | 10,389 | 2,086 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,037 | 2,015 | 0.01% | 0.0% | 63 | +6,731 | 203.6% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | New | 9,759 | 1,959 | 0.02% | — | 64 | +9,759 | New | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,569 | 1,922 | 0.03% | 0.03% | 65 | +827 | 9.46% | Q1 2026 | Apr 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,300 | 1,867 | 0.05% | 0.06% | 66 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | No change | 9,141 | 1,835 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,780 | 1,773 | 0.0% | 0.0% | 68 | -1,710 | -16.3% | Q1 2026 | Apr 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 8,799 | 1,767 | 0.12% | 0.12% | 69 | +352 | 4.17% | Q1 2026 | May 05, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,616 | 1,730 | 0.69% | 0.72% | 70 | +171 | 2.02% | Q1 2026 | Apr 21, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,441 | 1,695 | 0.02% | 0.02% | 71 | -17 | -0.2% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 8,374 | 1,681 | 0.07% | 0.02% | 72 | +5,762 | 220.6% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,303 | 1,667 | 0.0% | 0.0% | 73 | +615 | 8.0% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,290 | 1,664 | 0.02% | 0.02% | 74 | -629 | -7.05% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Reduced | 8,006 | 1,607 | 0.01% | 0.01% | 75 | -32 | -0.4% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,588 | 1,523 | 0.01% | 0.01% | 76 | +25 | 0.33% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 7,497 | 1,505 | 0.08% | — | 77 | +7,497 | New | Q1 2026 | Apr 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 7,453 | 1,496 | 0.72% | 0.74% | 78 | -30 | -0.4% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 7,279 | 1,461 | 0.12% | — | 79 | +7,279 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,129 | 1,431 | 0.04% | 0.04% | 80 | +468 | 7.03% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,990 | 1,403 | 0.02% | 0.03% | 81 | +626 | 9.84% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,860 | 1,389 | 0.01% | 0.01% | 82 | +1,249 | 22.26% | Q1 2026 | Apr 07, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 6,678 | 1,341 | 0.14% | 0.19% | 83 | -1,724 | -20.52% | Q1 2026 | May 07, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 6,429 | 1,291 | 1.36% | 1.22% | 84 | +3,294 | 105.07% | Q1 2026 | May 13, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 6,299 | 1,264 | 0.95% | — | 85 | +6,299 | New | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,260 | 1,257 | 0.01% | 0.01% | 86 | +244 | 4.06% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,064 | 1,227 | 0.07% | 0.02% | 87 | +4,452 | 276.18% | Q1 2026 | May 12, 2026 |
| TriaGen Wealth Management LLC | History | New | 5,946 | 1,194 | 0.33% | — | 89 | +5,946 | New | Q1 2026 | Apr 29, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 5,689 | 1,194 | 0.15% | 0.17% | 88 | -100 | -1.73% | Q1 2026 | Apr 20, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 5,811 | 1,166 | 0.0% | — | 90 | +5,811 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 5,797 | 1,164 | 0.01% | 0.01% | 91 | +30 | 0.52% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | No change | 5,479 | 1,100 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | New | 5,288 | 1,061 | 0.0% | — | 93 | +5,288 | New | Q1 2026 | May 14, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 4,929 | 989 | 0.15% | 0.16% | 94 | -51 | -1.02% | Q1 2026 | Apr 30, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 4,892 | 982 | 0.41% | 0.6% | 95 | -1,220 | -19.96% | Q1 2026 | Apr 17, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 4,791 | 962 | 0.34% | 0.35% | 96 | +144 | 3.1% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | New | 4,783 | 960 | 0.0% | — | 97 | +4,783 | New | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,777 | 959 | 0.06% | 0.07% | 98 | -1,535 | -24.32% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,762 | 956 | 0.03% | 0.05% | 99 | +23 | 0.49% | Q1 2026 | May 19, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,689 | 941 | 0.1% | 0.11% | 100 | -128 | -2.66% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,644 | 932 | 0.01% | 0.01% | 101 | +765 | 19.72% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,574 | 919 | 0.01% | 0.01% | 102 | +395 | 9.45% | Q1 2026 | Apr 07, 2026 |
| GoalVest Advisory LLC | History | Reduced | 4,483 | 900 | 0.18% | 0.18% | 103 | -180 | -3.86% | Q1 2026 | Apr 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 4,483 | 900 | 0.54% | 0.61% | 104 | -180 | -3.86% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 4,415 | 886 | 0.0% | 0.0% | 105 | +1,641 | 59.16% | Q1 2026 | May 13, 2026 |
| Belvedere Trading LLC | History | New | 4,400 | 883 | 0.0% | — | 106 | +4,400 | New | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 4,275 | 858 | 0.01% | 0.01% | 107 | -150 | -3.39% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,184 | 840 | 0.01% | 0.02% | 108 | -94 | -2.2% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 4,179 | 839 | 0.0% | 0.0% | 109 | +424 | 11.29% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 4,154 | 834 | 0.02% | 0.02% | 110 | +36 | 0.87% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Reduced | 4,148 | 833 | 0.0% | 0.0% | 111 | -101 | -2.38% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 4,041 | 811 | 0.38% | 0.37% | 112 | +13 | 0.32% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 3,761 | 755 | 0.01% | 0.01% | 113 | -502 | -11.78% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,703 | 743 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 3,687 | 740 | 0.09% | 0.09% | 115 | +25 | 0.68% | Q1 2026 | Apr 13, 2026 |
| 1ST SOURCE BANK | History | Reduced | 3,674 | 737 | 0.04% | 0.04% | 116 | -73 | -1.95% | Q1 2026 | May 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 3,649 | 732 | 0.27% | 0.25% | 117 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| TRUST CO OF OKLAHOMA | History | New | 3,629 | 728 | 0.21% | — | 118 | +3,629 | New | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 3,572 | 717 | 0.12% | 0.08% | 119 | +857 | 31.57% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,498 | 702 | 0.02% | 0.03% | 120 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 3,449 | 692 | 0.49% | 0.5% | 121 | +58 | 1.71% | Q1 2026 | Apr 21, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 3,444 | 691 | 0.12% | — | 122 | +3,444 | New | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,559 | 686 | 0.04% | 0.12% | 123 | -9,197 | -72.1% | Q1 2026 | Apr 24, 2026 |
| Tudor Financial Inc. | History | New | 3,402 | 683 | 0.35% | — | 124 | +3,402 | New | Q1 2026 | May 15, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 3,376 | 677 | 0.14% | 0.14% | 125 | -121 | -3.46% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 3,369 | 676 | 0.02% | 0.02% | 126 | -159 | -4.51% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 3,364 | 675 | 0.0% | 0.0% | 127 | +235 | 7.51% | Q1 2026 | May 14, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 3,306 | 663 | 0.2% | 0.22% | 128 | -266 | -7.45% | Q1 2026 | Apr 27, 2026 |
| Oder Investment Management, LLC | History | No change | 3,164 | 635 | 0.49% | 0.47% | 129 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Realta Investment Advisors | History | New | 3,156 | 633 | 0.22% | — | 130 | +3,156 | New | Q1 2026 | Apr 22, 2026 |
| HFG Advisors, Inc. | History | New | 3,128 | 628 | 0.44% | — | 131 | +3,128 | New | Q1 2026 | May 08, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,101 | 622 | 0.05% | 0.05% | 132 | -139 | -4.29% | Q1 2026 | Apr 08, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 3,098 | 622 | 0.47% | 0.47% | 133 | -72 | -2.27% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 3,081 | 618 | 0.03% | 0.03% | 134 | +227 | 7.95% | Q1 2026 | May 05, 2026 |
| Englebert Financial Advisers, LLC | History | New | 2,999 | 602 | 0.68% | — | 135 | +2,999 | New | Q1 2026 | Apr 22, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 2,924 | 587 | 0.03% | 0.03% | 136 | -319 | -9.84% | Q1 2026 | Jun 08, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 2,920 | 586 | 0.02% | — | 137 | +2,920 | New | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 2,912 | 584 | 0.1% | 0.11% | 138 | -116 | -3.83% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,876 | 582 | 0.03% | 0.03% | 139 | +282 | 10.87% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,800 | 562 | 0.0% | 0.0% | 140 | +1,800 | 180.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 2,713 | 544 | 0.02% | 0.02% | 141 | +123 | 4.75% | Q1 2026 | Apr 28, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 2,658 | 533 | 0.15% | 0.32% | 142 | -3,198 | -54.61% | Q1 2026 | May 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,651 | 532 | 0.06% | 0.06% | 143 | +139 | 5.53% | Q1 2026 | May 04, 2026 |
| APS Management Group, Inc. | History | Reduced | 2,644 | 530 | 0.45% | 0.5% | 144 | -199 | -7.0% | Q1 2026 | Apr 15, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,585 | 519 | 0.18% | 0.17% | 145 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 2,560 | 514 | 0.11% | — | 147 | +2,560 | New | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,564 | 514 | 0.01% | 0.01% | 146 | -252 | -8.95% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,541 | 510 | 0.0% | 0.0% | 148 | +75 | 3.04% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,495 | 501 | 0.0% | 0.0% | 149 | -35 | -1.38% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,469 | 496 | 0.01% | 0.01% | 150 | +537 | 27.8% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,461 | 494 | 0.0% | 0.0% | 151 | +2,365 | 2463.54% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | No change | 2,417 | 485 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,348 | 471 | 0.0% | 0.0% | 153 | +739 | 45.93% | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | New | 2,323 | 466 | 0.01% | — | 154 | +2,323 | New | Q1 2026 | May 14, 2026 |
| Leelyn Smith, LLC | History | New | 2,298 | 461 | 0.06% | — | 155 | +2,298 | New | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 2,291 | 460 | 0.0% | 0.0% | 156 | +1,159 | 102.39% | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,280 | 457 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 2,238 | 449 | 0.0% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PKS Advisory Services, LLC | History | Added to | 2,228 | 447 | 0.1% | 0.1% | 159 | +80 | 3.72% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,177 | 437 | 0.03% | 0.03% | 160 | -62 | -2.77% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,117 | 425 | 0.02% | 0.02% | 161 | +36 | 1.73% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 2,044 | 410 | 0.0% | 0.0% | 162 | -52 | -2.48% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Added to | 2,013 | 404 | 0.05% | 0.05% | 163 | +62 | 3.18% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 1,982 | 398 | 0.03% | 0.03% | 164 | +24 | 1.23% | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,938 | 389 | 0.04% | 0.05% | 165 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,937 | 388 | 0.01% | 0.01% | 166 | +664 | 52.16% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 1,930 | 387 | 0.1% | 0.12% | 167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 1,895 | 380 | 0.01% | 0.0% | 168 | +913 | 92.97% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | New | 1,842 | 369 | 0.01% | — | 169 | +1,842 | New | Q1 2026 | May 18, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,823 | 366 | 0.0% | — | 170 | +1,823 | New | Q1 2026 | May 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 1,738 | 349 | 0.05% | 0.05% | 171 | -18 | -1.03% | Q1 2026 | Apr 29, 2026 |
| Formidable Asset Management, LLC | History | Added to | 1,689 | 348 | 0.05% | 0.03% | 172 | +477 | 39.36% | Q1 2026 | Apr 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 1,699 | 341 | 0.04% | 0.06% | 174 | -316 | -15.68% | Q1 2026 | Apr 23, 2026 |
| EdgeRock Capital LLC | History | Reduced | 1,700 | 341 | 0.09% | 0.1% | 173 | -78 | -4.39% | Q1 2026 | Apr 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,687 | 338 | 0.03% | 0.03% | 175 | +30 | 1.81% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,642 | 329 | 0.0% | 0.0% | 176 | -30 | -1.79% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,625 | 326 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | New | 1,619 | 325 | 0.01% | — | 178 | +1,619 | New | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,532 | 307 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 1,520 | 305 | 0.19% | 0.19% | 181 | -32 | -2.06% | Q1 2026 | May 05, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,479 | 305 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,511 | 303 | 0.04% | 0.04% | 182 | +123 | 8.86% | Q1 2026 | Apr 28, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,512 | 303 | 0.16% | 0.16% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,494 | 300 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 1,435 | 296 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 1,475 | 292 | 0.08% | 0.09% | 186 | -1 | -0.07% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,406 | 282 | 0.0% | — | 187 | +1,406 | New | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | No change | 1,399 | 280 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 1,383 | 277 | 0.25% | 0.28% | 189 | +80 | 6.14% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,355 | 272 | 0.0% | 0.0% | 190 | -35 | -2.52% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,340 | 269 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| Mariner, LLC | History | Reduced | 1,325 | 266 | 0.0% | 0.0% | 192 | -185 | -12.25% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,245 | 250 | 0.0% | 0.0% | 193 | +75 | 6.41% | Q1 2026 | Apr 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,218 | 244 | 0.0% | 0.0% | 194 | +9 | 0.74% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,184 | 244 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HF Advisory Group, LLC | History | Reduced | 1,210 | 242 | 0.08% | 0.1% | 196 | -227 | -15.8% | Q1 2026 | Apr 21, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 1,141 | 241 | 0.14% | — | 197 | +1,141 | New | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Added to | 1,191 | 239 | 0.04% | 0.01% | 199 | +750 | 170.07% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 1,195 | 239 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RDA Financial Network | History | Reduced | 1,181 | 237 | 0.06% | 0.06% | 200 | -36 | -2.96% | Q1 2026 | Apr 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,179 | 236 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 1,134 | 235 | 0.3% | 0.3% | 202 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sequent Planning LLC | History | Added to | 1,150 | 230 | 0.06% | 0.06% | 203 | +50 | 4.55% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | New | 1,131 | 227 | 0.0% | — | 205 | +1,131 | New | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 1,130 | 227 | 0.03% | 0.04% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,082 | 219 | 0.02% | 0.07% | 206 | -3,976 | -78.61% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | New | 1,078 | 216 | 0.02% | — | 207 | +1,078 | New | Q1 2026 | Apr 10, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | No change | 1,074 | 215 | 0.13% | 0.14% | 208 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CPR Investments Inc. | History | New | 1,068 | 214 | 0.14% | — | 209 | +1,068 | New | Q1 2026 | Apr 16, 2026 |
| TD Capital Management LLC | History | No change | 1,065 | 213 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 1,056 | 212 | 0.07% | 0.07% | 211 | -11 | -1.03% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 1,040 | 208 | 0.0% | 0.0% | 212 | +40 | 4.0% | Q1 2026 | May 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 1,029 | 206 | 0.06% | 0.06% | 213 | -35 | -3.29% | Q1 2026 | Apr 17, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 1,026 | 206 | 0.12% | 0.13% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 1,016 | 204 | 0.01% | 0.01% | 215 | -575 | -36.14% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,005 | 202 | 0.01% | 0.01% | 216 | -81 | -7.46% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 997 | 200 | 0.0% | — | 219 | +997 | New | Q1 2026 | May 13, 2026 |
| Sather Financial Group Inc | History | No change | 1,000 | 200 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strid Group, LLC | History | No change | 1,000 | 200 | 0.02% | 0.03% | 218 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| REAP Financial Group, LLC | History | Reduced | 954 | 191 | 0.04% | 0.04% | 220 | -23 | -2.35% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 917 | 184 | 0.01% | 0.01% | 222 | -47 | -4.88% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 917 | 184 | 0.0% | 0.0% | 221 | +23 | 2.57% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 905 | 181 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 878 | 176 | 0.01% | 0.01% | 224 | -52 | -5.59% | Q1 2026 | Apr 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 815 | 163 | 0.0% | — | 225 | +815 | New | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 661 | 132 | 0.01% | — | 226 | +661 | New | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 615 | 123 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 530 | 106 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 515 | 103 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 496 | 99 | 0.01% | 0.01% | 230 | +195 | 64.78% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | No change | 460 | 92 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 417 | 86 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 397 | 79 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 347 | 69 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | New | 341 | 68 | 0.01% | — | 235 | +341 | New | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 333 | 66 | 0.0% | 0.0% | 237 | +252 | 311.11% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 332 | 66 | 0.0% | 0.0% | 236 | -2 | -0.6% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 312 | 62 | 0.0% | 0.0% | 238 | +10 | 3.31% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 295 | 59 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 275 | 55 | 0.0% | 0.0% | 240 | -43 | -13.52% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 273 | 54 | 0.02% | — | 242 | +273 | New | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | New | 258 | 54 | 0.01% | — | 241 | +258 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 243 | 49 | 0.01% | 0.01% | 243 | +74 | 43.79% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 238 | 47 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 235 | 47 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 205 | 41 | 0.02% | 0.02% | 246 | -1 | -0.49% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 202 | 40 | 0.0% | 0.0% | 248 | +42 | 26.25% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 211 | 40 | 0.0% | 0.0% | 250 | -4 | -1.86% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 201 | 40 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | No change | 200 | 40 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 182 | 36 | 0.0% | 0.0% | 251 | +169 | 1300.0% | Q1 2026 | Jun 02, 2026 |
| Wagner Wealth Management, LLC | History | No change | 177 | 35 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 175 | 35 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 169 | 33 | 0.0% | — | 255 | +169 | New | Q1 2026 | May 07, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 166 | 33 | 0.25% | 0.28% | 254 | -122 | -42.36% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 163 | 32 | 0.0% | 0.0% | 256 | +62 | 61.39% | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | Reduced | 162 | 32 | 0.01% | 0.01% | 257 | -24 | -12.9% | Q1 2026 | May 05, 2026 |
| Hickory Point Bank & Trust | History | New | 150 | 30 | 0.02% | — | 258 | +150 | New | Q1 2026 | Apr 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 145 | 29 | 0.01% | — | 260 | +145 | New | Q1 2026 | Apr 13, 2026 |
| Financial Perspectives, Inc | History | No change | 148 | 29 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 139 | 27 | 0.0% | 0.0% | 262 | +89 | 178.0% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 137 | 27 | 0.0% | 0.0% | 261 | +59 | 75.64% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 136 | 27 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 131 | 26 | 0.01% | 0.01% | 264 | +3 | 2.34% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 125 | 25 | 0.0% | 0.0% | 266 | -10 | -7.41% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 125 | 25 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| High Point Wealth Management, LLC | History | No change | 128 | 25 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MCF Advisors LLC | History | No change | 120 | 24 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mechanics Financial Corp | History | No change | 122 | 24 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Central Pacific Bank - Trust Division | History | New | 100 | 20 | 0.0% | — | 271 | +100 | New | Q1 2026 | Apr 07, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 104 | 20 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mascoma Wealth Management LLC | History | No change | 98 | 19 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 97 | 19 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 92 | 18 | 0.0% | 0.01% | 274 | -97 | -51.32% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 90 | 18 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 89 | 17 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 85 | 17 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tidemark, LLC | History | No change | 85 | 17 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 83 | 16 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Global Trust Asset Management, LLC | History | No change | 80 | 16 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 75 | 15 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 75 | 15 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 77 | 15 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 77 | 15 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 71 | 14 | 0.01% | — | 285 | +71 | New | Q1 2026 | May 11, 2026 |
| Wall Street Financial Group, Inc. | History | New | 67 | 13 | 0.01% | — | 286 | +67 | New | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 64 | 12 | 0.0% | 0.0% | 287 | -14 | -17.95% | Q1 2026 | May 14, 2026 |
| My Portfolio Guide, LLC | History | New | 55 | 11 | 0.01% | — | 288 | +55 | New | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | New | 50 | 10 | 0.0% | — | 291 | +50 | New | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 52 | 10 | 0.0% | 0.0% | 289 | +11 | 26.83% | Q1 2026 | May 14, 2026 |
| Pacific Center for Financial Services | History | No change | 52 | 10 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | No change | 41 | 8 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 37 | 7 | 0.0% | 0.0% | 293 | +12 | 48.0% | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 34 | 7 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 30 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | New | 29 | 5 | 0.0% | — | 297 | +29 | New | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | New | 25 | 5 | 0.0% | — | 296 | +25 | New | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | New | 25 | 5 | 0.0% | — | 298 | +25 | New | Q1 2026 | Apr 22, 2026 |
| Davis Capital Management | History | No change | 22 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 17 | 3 | 0.0% | — | 303 | +17 | New | Q1 2026 | Apr 21, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 15 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | No change | 13 | 3 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 16 | 3 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mosley Wealth Management | History | New | 15 | 2 | 0.0% | — | 306 | +15 | New | Q1 2026 | Apr 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 11 | 2 | 0.0% | — | 307 | +11 | New | Q1 2026 | May 13, 2026 |
| Trust Co | History | No change | 14 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | No change | 10 | 2 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | New | 6 | 1 | 0.0% | — | 310 | +6 | New | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | New | 3 | 1 | 0.0% | — | 309 | +3 | New | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 308 | -2 | -22.22% | Q1 2026 | May 06, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.26% | — | -71,346 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,962 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealthspire Retirement, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,725 | -100.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,347 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,192 | -100.0% | Q1 2026 | May 12, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,731 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,467 | -100.0% | Q1 2026 | May 15, 2026 |
| Torrey Growth & Income Advisors | History | Closed out | 0 | 0 | — | 0.16% | — | -2,250 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,091 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,329 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,184 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,107 | -100.0% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,074 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -975 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 05, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 13, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Avenir Tech Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |