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 | 5,526,216 | 176,783 | 0.04% | 0.04% | 1 | +440,724 | 8.67% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,872,883 | 123,893 | 0.02% | 0.02% | 2 | +450,162 | 13.15% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,827,933 | 58,475 | 0.0% | 0.0% | 3 | +330,771 | 22.09% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,439,472 | 46,048 | 0.01% | 0.0% | 4 | +425,855 | 42.01% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,410,118 | 45,109 | 0.0% | 0.0% | 5 | +262,877 | 22.91% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,227,175 | 39,257 | 0.01% | 0.01% | 6 | +161,111 | 15.11% | Q2 2026 | Aug 14, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,063,000 | 34,005 | 1.98% | 2.22% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 758,558 | 24,242 | 0.0% | 0.01% | 8 | -195,837 | -20.52% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 622,667 | 19,919 | 0.09% | 0.11% | 9 | -20,296 | -3.16% | Q2 2026 | Aug 03, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 583,714 | 18,673 | 0.52% | 0.53% | 10 | +37,498 | 6.87% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 560,500 | 17,931 | 0.0% | 0.0% | 11 | +61,257 | 12.27% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 530,712 | 16,977 | 0.02% | 0.02% | 12 | +43,293 | 8.88% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 529,883 | 16,951 | 0.03% | 0.04% | 13 | +8,397 | 1.61% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 518,397 | 16,583 | 0.02% | 0.01% | 14 | +137,854 | 36.23% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 465,842 | 14,902 | 0.0% | 0.0% | 15 | +52,585 | 12.72% | Q2 2026 | Aug 03, 2026 |
| Focus Financial Network, Inc. | History | New | 389,682 | 12,465 | 0.39% | — | 16 | +389,682 | New | Q2 2026 | Jul 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 288,074 | 9,261 | 0.0% | 0.0% | 17 | +56,243 | 24.26% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 245,523 | 7,854 | 2.5% | 2.59% | 18 | +24,461 | 11.07% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 245,046 | 7,839 | 0.0% | 0.0% | 19 | +17,235 | 7.57% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 203,506 | 6,510 | 0.01% | 0.0% | 20 | +60,048 | 41.86% | Q2 2026 | Aug 12, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 196,254 | 6,278 | 3.5% | 3.92% | 21 | +3,650 | 1.9% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 180,235 | 5,766 | 0.01% | 0.01% | 22 | +56,127 | 45.22% | Q2 2026 | Aug 14, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 169,056 | 5,408 | 2.42% | 2.28% | 23 | +38,087 | 29.08% | Q2 2026 | Aug 13, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 165,594 | 5,297 | 1.36% | 1.6% | 24 | -10,762 | -6.1% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | New | 122,204 | 4,220 | 0.25% | — | 25 | +122,204 | New | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 127,739 | 4,086 | 0.01% | 0.01% | 26 | +12,586 | 10.93% | Q2 2026 | Jul 27, 2026 |
| Creekside Partners | History | Added to | 123,044 | 3,936 | 1.43% | 1.61% | 27 | +796 | 0.65% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 119,529 | 3,823 | 0.0% | 0.0% | 28 | +2,407 | 2.06% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 110,391 | 3,531 | 0.02% | 0.02% | 29 | -3,082 | -2.72% | Q2 2026 | Aug 13, 2026 |
| Lynx Investment Advisory | History | Reduced | 110,305 | 3,528 | 1.16% | 2.03% | 30 | -23,000 | -17.25% | Q2 2026 | Jul 27, 2026 |
| Harvest Investment Services, LLC | History | Added to | 110,055 | 3,520 | 0.54% | 0.61% | 31 | +4,782 | 4.54% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 107,669 | 3,444 | 0.0% | 0.0% | 32 | +29,777 | 38.23% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Services Inc | History | Added to | 107,269 | 3,431 | 1.28% | 1.35% | 33 | +9,803 | 10.06% | Q2 2026 | Jul 24, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 106,896 | 3,419 | 1.19% | 1.25% | 34 | +6,498 | 6.47% | Q2 2026 | Jul 27, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 104,153 | 3,331 | 0.94% | 0.07% | 35 | +97,073 | 1371.09% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 102,791 | 3,288 | 0.2% | 0.25% | 36 | -95,235 | -48.09% | Q2 2026 | Aug 04, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 100,468 | 3,213 | 0.64% | 0.63% | 37 | +14,231 | 16.5% | Q2 2026 | Jul 24, 2026 |
| SMART Wealth LLC | History | Reduced | 99,371 | 3,178 | 0.68% | 1.05% | 38 | -12,754 | -11.37% | Q2 2026 | Aug 05, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 96,316 | 3,081 | 0.62% | 0.66% | 39 | +3,001 | 3.22% | Q2 2026 | Aug 07, 2026 |
| Hobart Private Capital, LLC | History | Added to | 96,227 | 3,078 | 0.53% | 0.57% | 40 | +5,747 | 6.35% | Q2 2026 | Jul 06, 2026 |
| Owen LaRue, LLC | History | Reduced | 93,405 | 2,988 | 1.04% | 1.63% | 41 | -39,683 | -29.82% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 91,780 | 2,936 | 0.02% | 0.02% | 42 | +4,372 | 5.0% | Q2 2026 | Sep 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 88,198 | 2,821 | 0.03% | 0.02% | 43 | +31,905 | 56.68% | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 87,167 | 2,788 | 1.29% | 1.37% | 44 | +1,710 | 2.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 84,067 | 2,689 | 0.02% | 0.02% | 45 | -3,434 | -3.92% | Q2 2026 | Aug 17, 2026 |
| RFG Advisory, LLC | History | Added to | 82,654 | 2,644 | 0.04% | 0.01% | 46 | +71,320 | 629.26% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 81,757 | 2,615 | 0.0% | 0.0% | 47 | +17,878 | 27.99% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 80,887 | 2,587 | 0.0% | 0.0% | 48 | +3,664 | 4.74% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 75,140 | 2,403 | 0.01% | 0.01% | 49 | +20,687 | 37.99% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,629 | 2,195 | 0.01% | 0.01% | 50 | +1,906 | 2.86% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 66,822 | 2,137 | 0.02% | 0.02% | 51 | +3,833 | 6.09% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 65,637 | 2,099 | 0.01% | 0.0% | 52 | +38,571 | 142.51% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 63,315 | 2,025 | 0.08% | 0.08% | 53 | +6,216 | 10.89% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 58,900 | 1,884 | 0.01% | 0.01% | 54 | -148 | -0.25% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 50,432 | 1,613 | 0.0% | 0.0% | 55 | +5,156 | 11.39% | Q2 2026 | Aug 14, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 49,180 | 1,573 | 1.08% | 1.13% | 56 | +3,338 | 7.28% | Q2 2026 | Jul 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 48,206 | 1,542 | 0.03% | 0.04% | 57 | -48 | -0.1% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | Added to | 47,496 | 1,519 | 0.04% | 0.04% | 58 | +2,493 | 5.54% | Q2 2026 | Aug 07, 2026 |
| RiverTree Advisors, LLC | History | New | 46,250 | 1,479 | 0.87% | — | 59 | +46,250 | New | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 46,212 | 1,478 | 0.0% | 0.0% | 60 | +26,331 | 132.44% | Q2 2026 | Aug 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 43,676 | 1,397 | 0.25% | 0.31% | 61 | -4,511 | -9.36% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 43,185 | 1,381 | 0.47% | 0.51% | 62 | +171 | 0.4% | Q2 2026 | Jul 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 43,014 | 1,373 | 0.51% | 0.51% | 63 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 40,718 | 1,302 | 0.36% | 0.33% | 64 | +62 | 0.15% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 40,648 | 1,300 | 0.0% | 0.0% | 65 | +761 | 1.91% | Q2 2026 | Aug 13, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 39,889 | 1,276 | 0.77% | 0.9% | 66 | -202 | -0.5% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | New | 38,508 | 1,231 | 0.04% | — | 67 | +38,508 | New | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 38,335 | 1,226 | 0.01% | 0.01% | 68 | +461 | 1.22% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | New | 38,284 | 1,224 | 0.08% | — | 69 | +38,284 | New | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 38,088 | 1,218 | 0.0% | 0.0% | 70 | +21,498 | 129.58% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Added to | 33,211 | 1,062 | 0.19% | 0.21% | 71 | +893 | 2.76% | Q2 2026 | Jul 20, 2026 |
| Key Capital Management, INC | History | Added to | 32,752 | 1,047 | 0.54% | 0.62% | 72 | +3,451 | 11.78% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 31,116 | 995 | 0.03% | 0.04% | 73 | -652 | -2.05% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 31,049 | 993 | 0.01% | 0.01% | 74 | +4,220 | 15.73% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 30,772 | 984 | 0.41% | 0.46% | 75 | +1,534 | 5.25% | Q2 2026 | Aug 13, 2026 |
| Collier Financial | History | Reduced | 29,623 | 947 | 0.65% | 0.81% | 76 | -3,684 | -11.06% | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,918 | 925 | 0.01% | 0.01% | 77 | -3,459 | -10.68% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,157 | 827 | 0.0% | 0.0% | 78 | +472 | 1.91% | Q2 2026 | Jul 15, 2026 |
| Intellectus Partners, LLC | History | Reduced | 25,841 | 826 | 0.14% | 0.18% | 79 | -1,161 | -4.3% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 25,679 | 821 | 0.01% | 0.01% | 80 | +5,587 | 27.81% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 25,430 | 813 | 0.03% | 0.03% | 81 | +1,724 | 7.27% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 24,388 | 780 | 0.03% | 0.03% | 82 | +304 | 1.26% | Q2 2026 | Aug 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | New | 24,004 | 767 | 0.03% | — | 83 | +24,004 | New | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,836 | 762 | 0.0% | 0.0% | 84 | +25 | 0.1% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 22,857 | 731 | 0.01% | 0.01% | 85 | +531 | 2.38% | Q2 2026 | Aug 11, 2026 |
| DDFG, Inc | History | Reduced | 22,557 | 721 | 0.14% | 0.16% | 86 | -1,144 | -4.83% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | Added to | 21,849 | 698 | 0.01% | 0.0% | 87 | +11,274 | 106.61% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 21,802 | 697 | 0.0% | 0.0% | 88 | +293 | 1.36% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 21,503 | 687 | 0.02% | 0.04% | 89 | +1,245 | 6.15% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,148 | 676 | 0.0% | 0.0% | 90 | -38 | -0.18% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,771 | 664 | 0.0% | 0.0% | 91 | +666 | 3.31% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,442 | 653 | 0.0% | 0.0% | 92 | +13,934 | 214.11% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 20,055 | 641 | 0.01% | 0.01% | 93 | -219 | -1.08% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,958 | 638 | 0.01% | 0.01% | 94 | +1,380 | 7.43% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 19,574 | 626 | 0.01% | 0.0% | 95 | +12,852 | 191.19% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | Added to | 19,566 | 625 | 0.02% | 0.02% | 96 | +64 | 0.33% | Q2 2026 | Aug 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,505 | 623 | 0.01% | 0.0% | 97 | +12,094 | 163.19% | Q2 2026 | Jul 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 18,741 | 599 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWE & RUSLING INC | History | Added to | 18,320 | 586 | 0.03% | 0.04% | 99 | +368 | 2.05% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 18,065 | 577 | 0.04% | 0.04% | 100 | -1,000 | -5.25% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,993 | 575 | 0.0% | 0.01% | 101 | +1,030 | 6.07% | Q2 2026 | Jul 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 17,941 | 573 | 0.02% | 0.02% | 102 | +2,341 | 15.01% | Q2 2026 | Jul 31, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 17,883 | 572 | 0.03% | 0.03% | 103 | +1,547 | 9.47% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,679 | 565 | 0.0% | 0.0% | 104 | -16,406 | -48.13% | Q2 2026 | Aug 19, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 17,487 | 559 | 0.15% | 0.17% | 105 | -691 | -3.8% | Q2 2026 | Jul 16, 2026 |
| Rockport Wealth LLC | History | Reduced | 17,249 | 551 | 0.09% | 0.1% | 106 | -45 | -0.26% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 16,623 | 531 | 0.0% | 0.0% | 107 | +353 | 2.17% | Q2 2026 | Aug 14, 2026 |
| Synergy Asset Management, LLC | History | Added to | 16,577 | 530 | 0.05% | 0.05% | 108 | +1,653 | 11.08% | Q2 2026 | Jul 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,292 | 521 | 0.01% | 0.01% | 109 | +3,521 | 27.57% | Q2 2026 | Jul 21, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 15,976 | 511 | 0.08% | 0.13% | 110 | -5,994 | -27.28% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 15,888 | 508 | 0.02% | 0.02% | 111 | +61 | 0.39% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,674 | 501 | 0.0% | 0.0% | 112 | +7,635 | 94.97% | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 15,607 | 498 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 15,439 | 493 | 0.03% | — | 114 | +15,439 | New | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 15,159 | 484 | 0.03% | 0.02% | 115 | +5,391 | 55.19% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 15,038 | 481 | 0.04% | 0.04% | 116 | -573 | -3.67% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | New | 13,891 | 444 | 0.01% | — | 118 | +13,891 | New | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 13,892 | 444 | 0.0% | 0.0% | 117 | -332 | -2.33% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,849 | 443 | 0.0% | 0.0% | 119 | -2,245 | -13.95% | Q2 2026 | Aug 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 13,833 | 442 | 0.12% | 0.16% | 120 | -2,236 | -13.91% | Q2 2026 | Jul 20, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 13,576 | 434 | 0.27% | 0.28% | 121 | +1,101 | 8.83% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 13,478 | 431 | 0.0% | 0.0% | 122 | -9,267 | -40.74% | Q2 2026 | Aug 13, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 13,225 | 423 | 0.29% | — | 123 | +13,225 | New | Q2 2026 | Aug 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 12,526 | 400 | 0.31% | 0.36% | 124 | -256 | -2.0% | Q2 2026 | Jul 24, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 12,350 | 395 | 0.12% | 0.14% | 125 | -121 | -0.97% | Q2 2026 | Aug 07, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 12,283 | 392 | 0.15% | 0.17% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 11,797 | 377 | 0.03% | 0.03% | 127 | +93 | 0.79% | Q2 2026 | Jul 21, 2026 |
| Centerpoint Advisory Group | History | Added to | 11,693 | 374 | 0.24% | 0.16% | 128 | +5,177 | 79.45% | Q2 2026 | Jul 29, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 10,806 | 345 | 0.02% | 0.03% | 129 | -6 | -0.06% | Q2 2026 | Aug 07, 2026 |
| UPTICK PARTNERS, LLC | History | New | 10,617 | 339 | 0.05% | — | 130 | +10,617 | New | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | New | 10,328 | 330 | 0.01% | — | 131 | +10,328 | New | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Reduced | 9,581 | 306 | 0.03% | 0.04% | 133 | -93 | -0.96% | Q2 2026 | Jul 21, 2026 |
| Holistic Financial Partners | History | No change | 9,577 | 306 | 0.19% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XML Financial, LLC | History | New | 9,544 | 305 | 0.02% | — | 134 | +9,544 | New | Q2 2026 | Jul 24, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 9,471 | 302 | 0.13% | — | 135 | +9,471 | New | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,212 | 294 | 0.01% | 0.01% | 136 | +1,297 | 16.39% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 9,110 | 291 | 0.02% | 0.02% | 137 | -1,659 | -15.41% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | Reduced | 8,893 | 284 | 0.06% | 0.06% | 138 | -371 | -4.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,437 | 269 | 0.0% | 0.0% | 139 | +834 | 10.97% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | New | 8,161 | 261 | 0.01% | — | 140 | +8,161 | New | Q2 2026 | Jul 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 8,033 | 256 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IFS Group,LLC | History | Added to | 7,953 | 254 | 0.35% | 0.23% | 142 | +2 | 0.03% | Q2 2026 | Jul 23, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | New | 7,840 | 250 | 0.07% | — | 143 | +7,840 | New | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | New | 7,789 | 249 | 0.0% | — | 144 | +7,789 | New | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 7,635 | 244 | 0.01% | — | 145 | +7,635 | New | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | New | 7,616 | 243 | 0.0% | — | 146 | +7,616 | New | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | Added to | 7,581 | 242 | 0.0% | 0.0% | 147 | +210 | 2.85% | Q2 2026 | Aug 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 7,500 | 239 | 0.1% | 0.1% | 148 | +1,000 | 15.38% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,470 | 238 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,437 | 237 | 0.0% | 0.01% | 150 | -6,763 | -47.63% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | Added to | 7,181 | 229 | 0.0% | 0.0% | 151 | +733 | 11.37% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | New | 7,048 | 225 | 0.01% | — | 152 | +7,048 | New | Q2 2026 | Jul 28, 2026 |
| Claro Advisors Inc. | History | Reduced | 7,001 | 223 | 0.02% | 0.03% | 153 | -178 | -2.48% | Q2 2026 | Jul 30, 2026 |
| PFG Investments, LLC | History | No change | 6,935 | 221 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 6,900 | 220 | 0.16% | — | 155 | +6,900 | New | Q2 2026 | Jul 29, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 6,842 | 218 | 0.06% | 0.06% | 156 | +54 | 0.8% | Q2 2026 | Aug 07, 2026 |
| FLP Wealth Management, LLC | History | New | 6,675 | 213 | 0.38% | — | 158 | +6,675 | New | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Group | History | Added to | 6,664 | 213 | 0.01% | 0.01% | 157 | +215 | 3.33% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,474 | 207 | 0.0% | 0.0% | 159 | +456 | 7.58% | Q2 2026 | Aug 06, 2026 |
| RDA Financial Network | History | No change | 6,422 | 205 | 0.04% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 6,016 | 204 | 0.02% | — | 161 | +6,016 | New | Q2 2026 | Aug 12, 2026 |
| Formidable Asset Management, LLC | History | New | 6,300 | 201 | 0.03% | — | 162 | +6,300 | New | Q2 2026 | Jul 17, 2026 |
| Institute for Wealth Management, LLC. | History | New | 5,855 | 187 | 0.02% | — | 163 | +5,855 | New | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 5,008 | 160 | 0.0% | 0.0% | 164 | +64 | 1.29% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Reduced | 4,920 | 157 | 0.0% | 0.0% | 165 | -130 | -2.57% | Q2 2026 | Jul 01, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 4,688 | 149 | 0.06% | 0.06% | 166 | -2,100 | -30.94% | Q2 2026 | Aug 07, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 4,437 | 141 | 0.05% | 0.04% | 167 | +490 | 12.41% | Q2 2026 | Jul 21, 2026 |
| Rossmore Private Capital | History | Added to | 3,950 | 126 | 0.01% | 0.01% | 168 | +750 | 23.44% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,283 | 105 | 0.01% | 0.0% | 169 | +2,557 | 352.2% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 3,284 | 104 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,730 | 87 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coppell Advisory Solutions LLC | History | New | 11,431 | 80 | 0.01% | — | 172 | +11,431 | New | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | Added to | 2,444 | 78 | 0.01% | 0.01% | 173 | +39 | 1.62% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,260 | 72 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,000 | 65 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,970 | 63 | 0.0% | 0.0% | 177 | +371 | 23.2% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,000 | 63 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,905 | 61 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 1,836 | 58 | 0.0% | 0.0% | 179 | +30 | 1.66% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,491 | 47 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 1,394 | 44 | 0.0% | — | 181 | +1,394 | New | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,235 | 39 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,250 | 39 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | New | 988 | 31 | 0.01% | — | 184 | +988 | New | Q2 2026 | Jul 31, 2026 |
| Regatta Research & Money Management | History | New | 700 | 22 | 0.02% | — | 185 | +700 | New | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 645 | 20 | 0.0% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Montgomery Financial Services LLC | History | New | 605 | 19 | 0.02% | — | 188 | +605 | New | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 616 | 19 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | Added to | 566 | 18 | 0.01% | 0.01% | 189 | +9 | 1.62% | Q2 2026 | Jul 22, 2026 |
| Front Row Advisors LLC | History | New | 451 | 15 | 0.0% | — | 191 | +451 | New | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 500 | 15 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 443 | 14 | 0.0% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 393 | 12 | 0.01% | — | 193 | +393 | New | Q2 2026 | Aug 07, 2026 |
| Luminist Capital LLC | History | New | 297 | 9 | 0.01% | — | 194 | +297 | New | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 297 | 9 | 0.0% | — | 195 | +297 | New | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | New | 266 | 8 | 0.0% | — | 198 | +266 | New | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 273 | 8 | 0.0% | 0.0% | 196 | +3 | 1.11% | Q2 2026 | Jul 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 270 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 208 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 185 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 104 | 3 | 0.0% | — | 204 | +104 | New | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 124 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 67 | 2 | 0.0% | — | 206 | +67 | New | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 77 | 2 | 0.0% | 0.0% | 205 | +25 | 48.08% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | New | 54 | 1 | 0.0% | — | 210 | +54 | New | Q2 2026 | Jul 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 37 | 1 | 0.0% | 0.0% | 207 | +3 | 8.82% | Q2 2026 | Jul 28, 2026 |
| Activest Wealth Management | History | No change | 60 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Signature Equity Partners, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -285,052 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203,104 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.03% | — | -85,816 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -40,766 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,062 | -100.0% | Q2 2026 | Aug 06, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -9,835 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,686 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,449 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -1,670 | -100.0% | Q2 2026 | Jul 16, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -714 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q2 2026 | Aug 03, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -576 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q2 2026 | Aug 10, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 27, 2026 |
| ASSETMARK, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |