FIRST TRUST EXCHANGE-TRADED FUND II - FGD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 5,085,492 | 162,379 | 0.04% | 0.03% | 1 | +1,749,194 | 52.43% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,422,721 | 109,287 | 0.02% | 0.01% | 2 | +751,362 | 28.13% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,497,162 | 47,804 | 0.0% | 0.0% | 3 | +386,059 | 34.75% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,147,241 | 36,631 | 0.0% | 0.0% | 4 | +465,775 | 68.35% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,066,064 | 34,039 | 0.01% | 0.01% | 5 | -369,873 | -25.76% | Q1 2026 | May 14, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,063,000 | 33,941 | 2.22% | 2.11% | 6 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 1,013,617 | 32,364 | 0.0% | 0.0% | 7 | +215,125 | 26.94% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 954,395 | 30,457 | 0.01% | 0.01% | 8 | -350,887 | -26.88% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 642,963 | 20,529 | 0.11% | 0.15% | 9 | -242,447 | -27.38% | Q1 2026 | May 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 546,216 | 17,440 | 0.53% | 0.5% | 10 | +18,567 | 3.52% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 521,486 | 16,651 | 0.04% | 0.04% | 11 | +1,176 | 0.23% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 499,243 | 15,941 | 0.0% | 0.0% | 12 | +93,718 | 23.11% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 487,419 | 15,563 | 0.02% | 0.02% | 13 | +50,791 | 11.63% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 413,257 | 13,195 | 0.0% | 0.0% | 14 | +57,767 | 16.25% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 380,543 | 12,150 | 0.01% | 0.01% | 15 | +81,975 | 27.46% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 285,052 | 9,101 | 0.0% | 0.0% | 16 | +241,302 | 551.55% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 227,811 | 7,274 | 0.0% | 0.0% | 17 | +21,641 | 10.5% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 231,831 | 7,216 | 0.0% | 0.0% | 18 | +72,902 | 45.87% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 221,062 | 7,058 | 2.59% | 2.09% | 19 | +29,849 | 15.61% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 203,104 | 6,485 | 0.0% | 0.0% | 20 | -86,735 | -29.93% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 198,026 | 6,322 | 0.25% | 0.27% | 21 | +118,123 | 147.83% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 192,604 | 6,149 | 3.92% | 3.76% | 22 | -2,991 | -1.53% | Q1 2026 | May 15, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 176,356 | 5,631 | 1.6% | 1.54% | 23 | -415 | -0.23% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 143,458 | 4,580 | 0.0% | 0.0% | 24 | +43,583 | 43.64% | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | Reduced | 133,305 | 4,256 | 2.03% | 2.26% | 25 | -3,802 | -2.77% | Q1 2026 | Apr 24, 2026 |
| Owen LaRue, LLC | History | Added to | 133,088 | 4,249 | 1.63% | 1.46% | 26 | +6,053 | 4.76% | Q1 2026 | Apr 30, 2026 |
| Oxford Wealth Group, LLC | History | New | 130,969 | 4,181 | 2.28% | — | 27 | +130,969 | New | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 124,108 | 3,962 | 0.01% | 0.0% | 28 | +29,059 | 30.57% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Added to | 122,248 | 3,903 | 1.61% | 1.49% | 29 | +5,789 | 4.97% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 117,122 | 3,739 | 0.0% | 0.0% | 30 | +4,526 | 4.02% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 115,153 | 3,677 | 0.01% | 0.01% | 31 | +12,930 | 12.65% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 113,473 | 3,623 | 0.02% | 0.02% | 32 | +427 | 0.38% | Q1 2026 | May 08, 2026 |
| SMART Wealth LLC | History | Reduced | 112,125 | 3,580 | 1.05% | 1.14% | 33 | -11,786 | -9.51% | Q1 2026 | Apr 23, 2026 |
| Harvest Investment Services, LLC | History | Added to | 105,273 | 3,361 | 0.61% | 0.59% | 34 | +1,838 | 1.78% | Q1 2026 | May 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 100,398 | 3,205 | 1.25% | 1.11% | 35 | +6,425 | 6.84% | Q1 2026 | Apr 21, 2026 |
| Compass Financial Services Inc | History | New | 97,466 | 3,112 | 1.35% | — | 36 | +97,466 | New | Q1 2026 | May 01, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 93,315 | 2,979 | 0.66% | 0.66% | 37 | -1,864 | -1.96% | Q1 2026 | Apr 14, 2026 |
| Hobart Private Capital, LLC | History | New | 90,480 | 2,889 | 0.57% | — | 38 | +90,480 | New | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 87,408 | 2,790 | 0.02% | 0.03% | 39 | +5,873 | 7.2% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 86,237 | 2,753 | 0.63% | 0.53% | 40 | +9,875 | 12.93% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 85,816 | 2,740 | 0.03% | — | 41 | +85,816 | New | Q1 2026 | May 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 85,457 | 2,728 | 1.37% | — | 42 | +85,457 | New | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 87,501 | 2,648 | 0.02% | 0.02% | 43 | +12,238 | 16.26% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 77,892 | 2,487 | 0.0% | 0.0% | 44 | +17,938 | 29.92% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 77,223 | 2,465 | 0.0% | 0.0% | 45 | -28 | -0.04% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 66,723 | 2,130 | 0.01% | 0.01% | 46 | +8,645 | 14.89% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 63,879 | 2,039 | 0.0% | 0.0% | 47 | +11,713 | 22.45% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 62,989 | 2,011 | 0.02% | 0.02% | 48 | +12,921 | 25.81% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 59,048 | 1,885 | 0.01% | 0.01% | 49 | +10,569 | 21.8% | Q1 2026 | Apr 30, 2026 |
| Moors & Cabot, Inc. | History | Added to | 57,099 | 1,823 | 0.08% | 0.04% | 50 | +23,217 | 68.52% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 56,293 | 1,797 | 0.02% | 0.0% | 51 | +44,063 | 360.29% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 54,453 | 1,738 | 0.01% | 0.01% | 52 | +12,741 | 30.55% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 48,254 | 1,540 | 0.04% | 0.04% | 53 | +6,085 | 14.43% | Q1 2026 | May 11, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 48,187 | 1,538 | 0.31% | 0.35% | 54 | -8,369 | -14.8% | Q1 2026 | May 14, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 45,842 | 1,463 | 1.13% | — | 55 | +45,842 | New | Q1 2026 | Apr 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 45,276 | 1,445 | 0.0% | 0.0% | 56 | +10,499 | 30.19% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 45,003 | 1,436 | 0.04% | 0.04% | 57 | -1,462 | -3.15% | Q1 2026 | May 04, 2026 |
| TCFG Investment Advisors, LLC | History | New | 43,014 | 1,373 | 0.51% | — | 59 | +43,014 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 43,014 | 1,373 | 0.51% | 0.51% | 58 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | New | 40,766 | 1,301 | 0.05% | — | 60 | +40,766 | New | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 40,656 | 1,298 | 0.33% | 0.32% | 61 | -5,397 | -11.72% | Q1 2026 | Apr 30, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 40,091 | 1,280 | 0.9% | 0.88% | 62 | -596 | -1.46% | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | Reduced | 39,887 | 1,273 | 0.0% | 0.0% | 63 | -33 | -0.08% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 37,874 | 1,209 | 0.01% | 0.01% | 64 | +1,258 | 3.44% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 34,085 | 1,088 | 0.0% | — | 65 | +34,085 | New | Q1 2026 | May 15, 2026 |
| Collier Financial | History | Added to | 33,307 | 1,063 | 0.81% | 0.67% | 66 | +3,774 | 12.78% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 32,377 | 1,033 | 0.01% | 0.01% | 67 | +2,083 | 6.88% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 32,318 | 1,031 | 0.21% | 0.18% | 68 | +5,114 | 18.8% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 31,768 | 1,014 | 0.04% | 0.05% | 69 | -784 | -2.41% | Q1 2026 | May 19, 2026 |
| Clearstead Advisors, LLC | History | New | 30,062 | 959 | 0.01% | — | 70 | +30,062 | New | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | Reduced | 29,301 | 935 | 0.62% | 1.07% | 71 | -6,298 | -17.69% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 29,238 | 933 | 0.46% | — | 72 | +29,238 | New | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,066 | 864 | 0.0% | 0.0% | 73 | +1,619 | 6.36% | Q1 2026 | May 05, 2026 |
| Intellectus Partners, LLC | History | Reduced | 27,002 | 862 | 0.18% | 0.17% | 74 | -2,384 | -8.11% | Q1 2026 | Apr 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 26,829 | 856 | 0.01% | 0.01% | 75 | +3,648 | 15.74% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,685 | 791 | 0.0% | 0.0% | 76 | +2,835 | 12.97% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | New | 24,084 | 769 | 0.03% | — | 77 | +24,084 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,811 | 760 | 0.0% | 0.0% | 78 | +1,497 | 6.71% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 23,706 | 756 | 0.03% | 0.03% | 79 | +1,100 | 4.87% | Q1 2026 | May 14, 2026 |
| DDFG, Inc | History | Reduced | 23,701 | 756 | 0.16% | 0.16% | 80 | -12 | -0.05% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 22,745 | 726 | 0.0% | 0.0% | 81 | +915 | 4.19% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 22,326 | 712 | 0.01% | 0.01% | 82 | -2,888 | -11.45% | Q1 2026 | Apr 28, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 21,970 | 701 | 0.13% | 0.13% | 83 | +10,986 | 100.02% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 22,756 | 688 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 21,509 | 686 | 0.0% | — | 85 | +21,509 | New | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,186 | 676 | 0.0% | 0.0% | 86 | -6,932 | -24.65% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 20,274 | 647 | 0.01% | 0.01% | 87 | +18 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 20,258 | 646 | 0.04% | 0.03% | 88 | +2,466 | 13.86% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 20,092 | 641 | 0.01% | 0.0% | 89 | +9,327 | 86.64% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,105 | 641 | 0.0% | 0.0% | 90 | +7,403 | 58.28% | Q1 2026 | Jun 02, 2026 |
| FIFTH THIRD BANCORP | History | New | 19,881 | 634 | 0.0% | — | 91 | +19,881 | New | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | New | 19,502 | 622 | 0.02% | — | 92 | +19,502 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 19,065 | 608 | 0.04% | 0.04% | 93 | -1,405 | -6.86% | Q1 2026 | May 05, 2026 |
| Advisors Capital Management, LLC | History | No change | 18,741 | 598 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 19,718 | 596 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,578 | 593 | 0.01% | 0.01% | 96 | +419 | 2.31% | Q1 2026 | May 15, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 18,178 | 580 | 0.17% | 0.24% | 97 | -6,985 | -27.76% | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | Added to | 17,952 | 573 | 0.04% | 0.03% | 98 | +3,400 | 23.36% | Q1 2026 | Apr 28, 2026 |
| Rockport Wealth LLC | History | Reduced | 17,294 | 552 | 0.1% | 0.11% | 99 | -1,649 | -8.71% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,963 | 542 | 0.01% | 0.01% | 100 | -977 | -5.45% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 16,590 | 529 | 0.0% | 0.0% | 101 | -52 | -0.31% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 16,336 | 521 | 0.03% | — | 102 | +16,336 | New | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 16,270 | 519 | 0.0% | 0.0% | 103 | +211 | 1.31% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 16,094 | 514 | 0.0% | — | 104 | +16,094 | New | Q1 2026 | May 01, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 16,069 | 513 | 0.16% | 0.23% | 105 | -7,601 | -32.11% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 15,827 | 505 | 0.02% | — | 106 | +15,827 | New | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 15,600 | 498 | 0.02% | — | 109 | +15,600 | New | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 15,607 | 498 | 0.03% | 0.02% | 108 | +6,607 | 73.41% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 15,611 | 498 | 0.04% | 0.04% | 107 | -13 | -0.08% | Q1 2026 | Apr 30, 2026 |
| Synergy Asset Management, LLC | History | Added to | 14,924 | 476 | 0.05% | 0.04% | 110 | +2,285 | 18.08% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 14,224 | 454 | 0.0% | 0.0% | 111 | -5,756 | -28.81% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 14,200 | 453 | 0.01% | 0.01% | 112 | +560 | 4.11% | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 12,782 | 408 | 0.36% | 0.46% | 113 | -4,289 | -25.12% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,771 | 407 | 0.01% | 0.01% | 114 | +2,689 | 26.67% | Q1 2026 | Apr 23, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | New | 12,475 | 398 | 0.28% | — | 115 | +12,475 | New | Q1 2026 | May 08, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 12,471 | 398 | 0.14% | — | 116 | +12,471 | New | Q1 2026 | Apr 16, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 12,283 | 392 | 0.17% | 0.16% | 117 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Added to | 11,704 | 373 | 0.03% | 0.02% | 118 | +1,963 | 20.15% | Q1 2026 | Apr 14, 2026 |
| RFG Advisory, LLC | History | Added to | 11,334 | 361 | 0.01% | 0.0% | 119 | +2,672 | 30.85% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | New | 10,769 | 343 | 0.02% | — | 120 | +10,769 | New | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 11,231 | 339 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Reduced | 10,575 | 337 | 0.0% | 0.0% | 122 | -194 | -1.8% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,964 | 331 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 9,835 | 314 | 0.14% | 0.17% | 124 | -2,259 | -18.68% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,768 | 312 | 0.02% | 0.02% | 125 | +1,462 | 17.6% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | Added to | 9,674 | 308 | 0.04% | 0.03% | 126 | +794 | 8.94% | Q1 2026 | Apr 10, 2026 |
| Holistic Financial Partners | History | No change | 9,577 | 305 | 0.11% | 0.1% | 127 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | No change | 9,264 | 295 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,039 | 256 | 0.0% | 0.0% | 129 | -18,886 | -70.14% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 8,033 | 256 | 0.01% | 0.01% | 130 | +414 | 5.43% | Q1 2026 | Apr 07, 2026 |
| IFS Group,LLC | History | New | 7,951 | 253 | 0.23% | — | 131 | +7,951 | New | Q1 2026 | May 18, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,915 | 252 | 0.01% | 0.01% | 132 | -3,277 | -29.28% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 7,603 | 242 | 0.0% | — | 133 | +7,603 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,470 | 238 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,411 | 236 | 0.0% | 0.0% | 135 | +158 | 2.18% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 7,371 | 235 | 0.0% | 0.0% | 136 | +70 | 0.96% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 7,179 | 229 | 0.03% | 0.03% | 137 | +3 | 0.04% | Q1 2026 | Apr 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | New | 7,080 | 226 | 0.07% | — | 138 | +7,080 | New | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 7,441 | 225 | 0.19% | 0.19% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | No change | 6,935 | 221 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 6,788 | 216 | 0.06% | 0.01% | 141 | +5,821 | 601.96% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 6,788 | 216 | 0.06% | 0.09% | 142 | -3,376 | -33.22% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 6,722 | 214 | 0.0% | — | 143 | +6,722 | New | Q1 2026 | May 13, 2026 |
| Centennial Advisors, LLC | History | Reduced | 6,686 | 213 | 0.27% | 0.42% | 144 | -4,124 | -38.15% | Q1 2026 | Apr 21, 2026 |
| Centerpoint Advisory Group | History | New | 6,516 | 208 | 0.16% | — | 145 | +6,516 | New | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | New | 6,508 | 207 | 0.0% | — | 147 | +6,508 | New | Q1 2026 | Apr 24, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 6,500 | 207 | 0.1% | 0.11% | 146 | -1,000 | -13.33% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | New | 6,449 | 205 | 0.01% | — | 148 | +6,449 | New | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | New | 6,448 | 205 | 0.0% | — | 149 | +6,448 | New | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | New | 6,422 | 205 | 0.05% | — | 150 | +6,422 | New | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,018 | 192 | 0.0% | 0.0% | 151 | +5,359 | 813.2% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 5,050 | 161 | 0.0% | 0.01% | 152 | -1,217 | -19.42% | Q1 2026 | Apr 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 4,944 | 157 | 0.0% | 0.0% | 153 | +14 | 0.28% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | No change | 4,449 | 142 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,947 | 126 | 0.04% | 0.03% | 155 | +915 | 30.18% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | No change | 3,284 | 104 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossmore Private Capital | History | New | 3,200 | 102 | 0.01% | — | 157 | +3,200 | New | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,730 | 87 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | Added to | 2,405 | 76 | 0.01% | 0.01% | 159 | +8 | 0.33% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,260 | 72 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,000 | 64 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,000 | 63 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,905 | 59 | 0.0% | 0.0% | 163 | +1,709 | 871.94% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | New | 1,806 | 57 | 0.0% | — | 164 | +1,806 | New | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 1,670 | 53 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,599 | 51 | 0.0% | 0.0% | 166 | +67 | 4.37% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,491 | 47 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,383 | 41 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,235 | 39 | 0.0% | 0.0% | 169 | -500 | -28.82% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,250 | 39 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | New | 1,000 | 31 | 0.0% | — | 171 | +1,000 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 726 | 23 | 0.0% | 0.0% | 172 | +568 | 359.49% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 714 | 22 | 0.0% | 0.0% | 174 | +7 | 0.99% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | No change | 700 | 22 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 645 | 20 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 616 | 19 | 0.0% | — | 177 | +616 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 616 | 19 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 576 | 18 | 0.0% | — | 178 | +576 | New | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Reduced | 557 | 17 | 0.01% | 0.02% | 179 | -193 | -25.73% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 500 | 15 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 443 | 14 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | No change | 371 | 11 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 270 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 270 | 8 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 208 | 6 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 185 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 153 | 4 | 0.0% | — | 188 | +153 | New | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 124 | 3 | 0.0% | 0.0% | 190 | -353 | -74.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New Millennium Group LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | New | 60 | 1 | 0.0% | — | 196 | +60 | New | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | New | 42 | 1 | 0.0% | — | 195 | +42 | New | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 192 | -10 | -22.73% | Q1 2026 | Apr 22, 2026 |
| Darwin Wealth Management, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -37,635 | -100.0% | Q1 2026 | May 11, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,932 | -100.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,814 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,676 | -100.0% | Q1 2026 | May 12, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -10,071 | -100.0% | Q1 2026 | May 04, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -9,164 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Slagle Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,705 | -100.0% | Q1 2026 | May 01, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -7,294 | -100.0% | Q1 2026 | May 06, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,336 | -100.0% | Q1 2026 | May 12, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -297 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 22 | 0 | — | — | — | -1 | -4.35% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |