FIRST TRUST EXCHANGE-TRADED FUND II - FDD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,724,608 | 69,091 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,281,990 | 42,330 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 1,908,730 | 36,685 | 6.5% | 6.33% | 3 | -10,872 | -0.57% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,761,355 | 32,673 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,463,835 | 27,154 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,461,977 | 27,102 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,352,087 | 25,081 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ODonnell Financial Services, LLC | History | No change | 958,425 | 17,778 | 5.23% | 5.23% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 890,206 | 16,513 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 828,951 | 15,377 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 571,408 | 10,919 | 0.14% | 0.16% | 11 | -16,170 | -2.75% | Q3 2026 | Nov 04, 2026 |
| Intellectus Partners, LLC | History | No change | 540,106 | 10,018 | 1.73% | 1.73% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Warner Group LLC | History | No change | 399,427 | 7,409 | 1.82% | 1.82% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 390,954 | 7,252 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 381,467 | 7,076 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascentis Independent Advisors | History | New | 343,614 | 6,604 | 0.39% | — | 16 | +343,614 | New | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 274,367 | 5,084 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 248,730 | 4,780 | 0.03% | 0.01% | 18 | +165,866 | 200.17% | Q3 2026 | Oct 16, 2026 |
| Owen LaRue, LLC | History | No change | 255,152 | 4,733 | 1.65% | 1.65% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 234,381 | 4,504 | 0.17% | 0.15% | 20 | +20,298 | 9.48% | Q3 2026 | Oct 26, 2026 |
| Allie Family Office LLC | History | No change | 226,903 | 4,209 | 1.56% | 1.56% | 21 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Atria Investments, Inc | History | Reduced | 218,730 | 4,203 | 0.04% | 0.04% | 22 | -4,445 | -1.99% | Q3 2026 | Oct 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 223,991 | 4,155 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 223,085 | 4,138 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 218,120 | 4,046 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 209,400 | 4,024 | 1.99% | 1.94% | 26 | -5,659 | -2.63% | Q3 2026 | Oct 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 206,138 | 3,823 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Next Level Private LLC | History | Added to | 192,008 | 3,690 | 0.71% | 0.69% | 28 | +1,813 | 0.95% | Q3 2026 | Oct 20, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 184,974 | 3,555 | 1.45% | 1.28% | 29 | +15,559 | 9.18% | Q3 2026 | Oct 15, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 177,724 | 3,415 | 0.58% | 0.57% | 31 | -379 | -0.21% | Q3 2026 | Oct 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 184,112 | 3,415 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 167,079 | 3,099 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 166,357 | 3,085 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 159,074 | 3,057 | 0.05% | 0.06% | 34 | -6,742 | -4.07% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 155,405 | 2,987 | 0.01% | — | 35 | +155,405 | New | Q3 2026 | Nov 02, 2026 |
| Waverly Advisors, LLC | History | No change | 155,046 | 2,876 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 148,140 | 2,747 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 140,012 | 2,597 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 134,275 | 2,580 | 0.0% | 0.0% | 39 | -3,072 | -2.24% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 128,824 | 2,476 | 0.0% | 0.0% | 40 | -23,847 | -15.62% | Q3 2026 | Oct 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 131,593 | 2,441 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 122,689 | 2,358 | 0.31% | 0.31% | 42 | -501 | -0.41% | Q3 2026 | Oct 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 122,478 | 2,271 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 109,225 | 2,026 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 101,153 | 1,944 | 0.66% | 0.64% | 45 | -914 | -0.9% | Q3 2026 | Oct 20, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 95,823 | 1,841 | 1.55% | 0.87% | 46 | +40,984 | 74.74% | Q3 2026 | Oct 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 93,373 | 1,794 | 0.01% | 0.0% | 47 | +13,267 | 16.56% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 84,170 | 1,617 | 0.01% | 0.01% | 48 | +4,253 | 5.32% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 81,606 | 1,568 | 0.02% | 0.02% | 49 | -3,461 | -4.07% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 68,314 | 1,267 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 60,208 | 1,157 | 0.01% | 0.01% | 51 | +25,453 | 73.24% | Q3 2026 | Oct 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 59,995 | 1,112 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 59,734 | 1,108 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quantinno Capital Management LP | History | No change | 58,650 | 1,087 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 56,314 | 1,044 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J2 Capital Management Inc | History | Reduced | 53,703 | 1,032 | 0.65% | 0.68% | 56 | -759 | -1.39% | Q3 2026 | Oct 19, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 52,966 | 1,018 | 0.34% | 0.38% | 57 | -916 | -1.7% | Q3 2026 | Nov 03, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 49,148 | 911 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 47,001 | 871 | 0.33% | 0.33% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 45,454 | 843 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 44,839 | 831 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 43,391 | 815 | 0.05% | 0.05% | 62 | +4 | 0.01% | Q3 2026 | Nov 02, 2026 |
| Fairfield Financial Advisors, LTD | History | Added to | 40,178 | 772 | 0.31% | 0.11% | 64 | +24,781 | 160.95% | Q3 2026 | Oct 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 41,651 | 772 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 40,381 | 749 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 37,258 | 691 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,820 | 681 | 0.0% | 0.0% | 67 | -1,385 | -3.63% | Q3 2026 | Oct 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 34,329 | 659 | 0.22% | 0.18% | 68 | -1,788 | -4.95% | Q3 2026 | Nov 04, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 33,354 | 641 | 0.39% | 0.37% | 69 | -31 | -0.09% | Q3 2026 | Oct 20, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 33,600 | 631 | 0.14% | 0.14% | 70 | -900 | -2.61% | Q3 2026 | Oct 28, 2026 |
| Sigma Planning Corp | History | Added to | 30,955 | 594 | 0.02% | 0.01% | 71 | +146 | 0.47% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 31,244 | 579 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 28,930 | 536 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 28,707 | 532 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 27,013 | 501 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,798 | 497 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Compound Planning, Inc. | History | No change | 26,065 | 483 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,022 | 482 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 25,702 | 476 | 0.16% | 0.16% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 23,891 | 459 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,340 | 449 | 0.01% | 0.01% | 81 | -1,060 | -4.34% | Q3 2026 | Oct 22, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 22,503 | 417 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 20,793 | 385 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 20,706 | 384 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Berger Financial Group, Inc | History | No change | 19,791 | 367 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINTRA WEALTH, LLC | History | No change | 17,708 | 361 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 17,729 | 340 | 0.0% | 0.01% | 87 | -962 | -5.15% | Q3 2026 | Nov 03, 2026 |
| HighPoint Advisor Group LLC | History | No change | 18,065 | 335 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,924 | 332 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,517 | 306 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 14,608 | 270 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 13,992 | 268 | 0.08% | 0.08% | 92 | +54 | 0.39% | Q3 2026 | Oct 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,894 | 267 | 0.0% | 0.0% | 93 | -360 | -2.53% | Q3 2026 | Oct 28, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 14,617 | 260 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 13,925 | 258 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,275 | 246 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ballast, Inc. | History | New | 12,398 | 238 | 0.04% | — | 97 | +12,398 | New | Q3 2026 | Oct 20, 2026 |
| Treasure Coast Financial Planning | History | Added to | 12,075 | 232 | 0.11% | 0.11% | 98 | +28 | 0.23% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,500 | 231 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | Added to | 11,988 | 230 | 0.02% | 0.02% | 100 | +488 | 4.24% | Q3 2026 | Oct 20, 2026 |
| Merit Financial Group, LLC | History | No change | 11,980 | 222 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | Reduced | 11,069 | 212 | 0.0% | 0.0% | 102 | -4,763 | -30.08% | Q3 2026 | Oct 22, 2026 |
| Valued Retirements, Inc. | History | No change | 11,314 | 209 | 0.19% | 0.19% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,097 | 205 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 10,689 | 198 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Added to | 9,861 | 189 | 0.07% | 0.0% | 106 | +9,791 | 13987.14% | Q3 2026 | Oct 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,671 | 185 | 0.0% | 0.0% | 107 | +1,183 | 13.94% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | No change | 7,080 | 131 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 6,318 | 117 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,023 | 111 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,400 | 63 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,000 | 55 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 2,775 | 53 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,670 | 49 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 2,000 | 38 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Darwin Wealth Management, LLC | History | No change | 2,030 | 37 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 1,600 | 30 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,528 | 28 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 1,500 | 28 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,355 | 25 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 1,164 | 22 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,213 | 22 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 19 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Continuum Advisory, LLC | History | No change | 914 | 16 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 706 | 13 | 0.0% | 0.0% | 126 | +8 | 1.15% | Q3 2026 | Oct 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 13 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 743 | 13 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 635 | 12 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 639 | 12 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 500 | 9 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 19,522 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 401 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 330 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 314 | 6 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 340 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 265 | 5 | 0.0% | 0.0% | 136 | +137 | 107.03% | Q3 2026 | Nov 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 162 | 3 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 173 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 135 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |