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 | No change | 5,526,216 | 176,783 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,872,883 | 123,893 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,827,933 | 58,475 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,439,472 | 46,048 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,410,118 | 45,109 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,227,175 | 39,257 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,063,000 | 34,005 | 1.98% | 1.98% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 758,558 | 24,242 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 622,667 | 19,919 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 594,621 | 19,723 | 0.54% | 0.52% | 10 | +10,907 | 1.87% | Q3 2026 | Oct 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 560,500 | 17,931 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 539,380 | 17,891 | 0.02% | 0.02% | 12 | +8,668 | 1.63% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 529,883 | 16,951 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 518,397 | 16,583 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 465,842 | 14,902 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 399,854 | 13,263 | 0.4% | 0.39% | 16 | +10,172 | 2.61% | Q3 2026 | Oct 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 288,074 | 9,261 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 245,523 | 7,854 | 2.5% | 2.5% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 245,046 | 7,839 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 231,651 | 7,683 | 3.96% | 3.5% | 20 | +35,397 | 18.04% | Q3 2026 | Oct 26, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 203,506 | 6,510 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 180,235 | 5,766 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holcombe Financial, Inc. | History | New | 169,056 | 5,607 | 3.1% | — | 23 | +169,056 | New | Q3 2026 | Oct 16, 2026 |
| Oxford Wealth Group, LLC | History | No change | 169,056 | 5,408 | 2.42% | 2.42% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 165,594 | 5,297 | 1.36% | 1.36% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 132,631 | 4,399 | 0.01% | 0.01% | 26 | +4,892 | 3.83% | Q3 2026 | Nov 02, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 127,368 | 4,224 | 0.23% | 0.25% | 27 | +5,164 | 4.23% | Q3 2026 | Oct 26, 2026 |
| Creekside Partners | History | No change | 123,044 | 3,936 | 1.43% | 1.43% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 115,316 | 3,825 | 1.35% | 1.19% | 29 | +8,420 | 7.88% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 119,529 | 3,823 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 108,682 | 3,604 | 0.7% | 0.64% | 31 | +8,214 | 8.18% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 110,391 | 3,531 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 110,055 | 3,520 | 0.54% | 0.54% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 107,669 | 3,444 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 102,191 | 3,439 | 0.64% | 0.62% | 35 | +5,875 | 6.1% | Q3 2026 | Nov 03, 2026 |
| Compass Financial Services Inc | History | No change | 107,269 | 3,431 | 1.28% | 1.28% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 104,153 | 3,331 | 0.94% | 0.94% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 102,791 | 3,288 | 0.2% | 0.2% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lynx Investment Advisory | History | Reduced | 98,021 | 3,251 | 1.07% | 1.16% | 39 | -12,284 | -11.14% | Q3 2026 | Oct 27, 2026 |
| Hobart Private Capital, LLC | History | Added to | 97,874 | 3,246 | 0.55% | 0.53% | 40 | +1,647 | 1.71% | Q3 2026 | Oct 19, 2026 |
| SMART Wealth LLC | History | No change | 99,371 | 3,178 | 0.68% | 0.68% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Owen LaRue, LLC | History | No change | 93,405 | 2,988 | 1.04% | 1.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 91,780 | 2,936 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 88,198 | 2,821 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 84,855 | 2,814 | 0.04% | 0.04% | 45 | +2,201 | 2.66% | Q3 2026 | Nov 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 87,167 | 2,788 | 1.29% | 1.29% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 84,067 | 2,689 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 80,192 | 2,659 | 0.0% | 0.0% | 48 | -1,565 | -1.91% | Q3 2026 | Oct 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 80,887 | 2,587 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 72,990 | 2,421 | 0.01% | 0.01% | 50 | +14,090 | 23.92% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 75,140 | 2,403 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 68,732 | 2,279 | 0.02% | 0.02% | 52 | +1,910 | 2.86% | Q3 2026 | Oct 16, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 64,171 | 2,128 | 0.01% | 0.01% | 53 | -4,458 | -6.5% | Q3 2026 | Oct 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 65,637 | 2,099 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 63,315 | 2,025 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RiverTree Advisors, LLC | History | Added to | 53,157 | 1,763 | 1.05% | 0.87% | 56 | +6,907 | 14.93% | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | Added to | 49,634 | 1,646 | 0.04% | 0.04% | 57 | +2,138 | 4.5% | Q3 2026 | Oct 23, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 48,666 | 1,614 | 1.09% | 1.08% | 58 | -514 | -1.05% | Q3 2026 | Oct 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 50,432 | 1,613 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 48,206 | 1,542 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 46,212 | 1,478 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 43,134 | 1,430 | 0.49% | 0.47% | 62 | -51 | -0.12% | Q3 2026 | Oct 20, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 43,676 | 1,397 | 0.25% | 0.25% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 40,778 | 1,352 | 0.0% | 0.0% | 64 | +130 | 0.32% | Q3 2026 | Nov 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 40,718 | 1,302 | 0.36% | 0.36% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 39,184 | 1,299 | 0.78% | 0.77% | 66 | -705 | -1.77% | Q3 2026 | Oct 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 37,218 | 1,234 | 0.04% | 0.02% | 67 | +19,277 | 107.45% | Q3 2026 | Oct 29, 2026 |
| IFG Advisory, LLC | History | No change | 38,508 | 1,231 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 38,335 | 1,226 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 38,088 | 1,218 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 36,421 | 1,208 | 0.01% | 0.01% | 71 | +5,372 | 17.3% | Q3 2026 | Oct 26, 2026 |
| Triumph Capital Management | History | Added to | 33,221 | 1,101 | 0.19% | 0.19% | 72 | +10 | 0.03% | Q3 2026 | Oct 14, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 32,983 | 1,094 | 0.87% | 0.16% | 73 | +26,083 | 378.01% | Q3 2026 | Oct 09, 2026 |
| Key Capital Management, INC | History | Reduced | 32,375 | 1,073 | 0.39% | 0.54% | 74 | -377 | -1.15% | Q3 2026 | Nov 03, 2026 |
| Western Wealth Management, LLC | History | No change | 31,116 | 995 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 30,772 | 984 | 0.41% | 0.41% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collier Financial | History | No change | 29,623 | 947 | 0.65% | 0.65% | 77 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 28,219 | 936 | 0.02% | 0.01% | 78 | +8,714 | 44.68% | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 28,918 | 925 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 26,988 | 895 | 0.06% | 0.08% | 80 | -11,296 | -29.51% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,219 | 858 | 0.0% | 0.0% | 81 | +1,062 | 4.22% | Q3 2026 | Oct 13, 2026 |
| Intellectus Partners, LLC | History | No change | 25,841 | 826 | 0.14% | 0.14% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 25,679 | 821 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 25,430 | 813 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | No change | 24,388 | 780 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 24,004 | 767 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 23,836 | 762 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DDFG, Inc | History | Added to | 22,574 | 748 | 0.15% | 0.14% | 88 | +17 | 0.08% | Q3 2026 | Oct 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,318 | 740 | 0.01% | 0.01% | 89 | +2,263 | 11.28% | Q3 2026 | Oct 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 22,857 | 731 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 21,522 | 713 | 0.03% | 0.03% | 91 | +3,639 | 20.35% | Q3 2026 | Oct 16, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 21,802 | 697 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeWealth Investments, LLC | History | Added to | 20,650 | 684 | 0.19% | 0.15% | 93 | +3,163 | 18.09% | Q3 2026 | Oct 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 20,604 | 683 | 0.02% | 0.02% | 94 | -899 | -4.18% | Q3 2026 | Oct 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 21,148 | 676 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 20,771 | 664 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 20,442 | 653 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,958 | 638 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 19,198 | 636 | 0.01% | 0.01% | 99 | -2,651 | -12.13% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,082 | 632 | 0.0% | 0.0% | 100 | +1,089 | 6.05% | Q3 2026 | Oct 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 19,574 | 626 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | No change | 19,566 | 625 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisors Capital Management, LLC | History | No change | 18,741 | 599 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 17,793 | 590 | 0.04% | 0.04% | 104 | -272 | -1.51% | Q3 2026 | Oct 30, 2026 |
| HOWE & RUSLING INC | History | No change | 18,320 | 586 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockport Wealth LLC | History | Reduced | 17,229 | 571 | 0.1% | 0.09% | 106 | -20 | -0.12% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,679 | 565 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 16,623 | 531 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Asset Management, LLC | History | No change | 16,577 | 530 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,292 | 521 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 15,976 | 511 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 15,381 | 510 | 0.06% | — | 112 | +15,381 | New | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 15,499 | 508 | 0.03% | 0.03% | 114 | +340 | 2.24% | Q3 2026 | Nov 02, 2026 |
| HighPoint Advisor Group LLC | History | No change | 15,888 | 508 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,674 | 501 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 15,038 | 498 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,439 | 493 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XML Financial, LLC | History | Added to | 14,722 | 488 | 0.04% | 0.02% | 118 | +5,178 | 54.25% | Q3 2026 | Oct 29, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 14,307 | 474 | 0.16% | 0.15% | 119 | +2,024 | 16.48% | Q3 2026 | Nov 03, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 14,012 | 464 | 0.28% | 0.27% | 120 | +436 | 3.21% | Q3 2026 | Oct 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,891 | 444 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 13,892 | 444 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 13,849 | 443 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 13,478 | 431 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 12,869 | 426 | 0.01% | 0.0% | 125 | +5,432 | 73.04% | Q3 2026 | Oct 16, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 13,225 | 423 | 0.29% | 0.29% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | New | 12,547 | 416 | 0.02% | — | 127 | +12,547 | New | Q3 2026 | Nov 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 12,466 | 413 | 0.31% | 0.31% | 128 | -60 | -0.48% | Q3 2026 | Nov 02, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 12,350 | 395 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisory Group | History | Added to | 11,764 | 390 | 0.24% | 0.24% | 130 | +71 | 0.61% | Q3 2026 | Oct 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 11,691 | 387 | 0.11% | 0.12% | 131 | -2,142 | -15.48% | Q3 2026 | Oct 26, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 10,721 | 355 | 0.02% | 0.03% | 132 | -1,076 | -9.12% | Q3 2026 | Oct 26, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,806 | 345 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 10,617 | 339 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 10,103 | 335 | 0.01% | 0.01% | 135 | +1,942 | 23.8% | Q3 2026 | Oct 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,328 | 330 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 9,471 | 314 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NOVEM GROUP | History | Reduced | 9,346 | 310 | 0.03% | 0.03% | 138 | -235 | -2.45% | Q3 2026 | Oct 19, 2026 |
| Holistic Financial Partners | History | No change | 9,577 | 306 | 0.19% | 0.19% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,212 | 294 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 9,110 | 291 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 8,893 | 284 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 8,437 | 269 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | New | 7,628 | 257 | 0.01% | — | 144 | +7,628 | New | Q3 2026 | Nov 03, 2026 |
| IFS Group,LLC | History | No change | 7,953 | 254 | 0.35% | 0.35% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 7,789 | 249 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,635 | 244 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | No change | 7,616 | 243 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 7,581 | 242 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 7,500 | 239 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,470 | 238 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | Added to | 7,015 | 232 | 0.02% | 0.02% | 152 | +14 | 0.2% | Q3 2026 | Nov 02, 2026 |
| Summit Financial, LLC | History | No change | 7,181 | 229 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 6,796 | 225 | 0.0% | — | 155 | +6,796 | New | Q3 2026 | Oct 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,048 | 225 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | No change | 6,935 | 221 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingdom Financial Group LLC. | History | No change | 6,842 | 218 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Asset Advisory Services LLC | History | New | 6,391 | 213 | 0.01% | — | 161 | +6,391 | New | Q3 2026 | Oct 30, 2026 |
| Keystone Financial Group | History | No change | 6,664 | 213 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RDA Financial Network | History | No change | 6,422 | 213 | 0.05% | 0.04% | 159 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FLP Wealth Management, LLC | History | No change | 6,675 | 213 | 0.38% | 0.38% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,474 | 207 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Formidable Asset Management, LLC | History | No change | 6,300 | 201 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,855 | 187 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 5,346 | 177 | 0.06% | 0.0% | 165 | +5,308 | 13968.42% | Q3 2026 | Oct 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 5,139 | 170 | 0.06% | 0.06% | 166 | +451 | 9.62% | Q3 2026 | Nov 02, 2026 |
| CX Institutional | History | Added to | 5,014 | 166 | 0.0% | 0.0% | 167 | +94 | 1.91% | Q3 2026 | Oct 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,008 | 160 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 4,777 | 158 | 0.02% | 0.02% | 169 | -1,239 | -20.6% | Q3 2026 | Oct 30, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 4,559 | 151 | 0.05% | 0.05% | 170 | +122 | 2.75% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 4,190 | 138 | 0.0% | — | 171 | +4,190 | New | Q3 2026 | Oct 21, 2026 |
| Rossmore Private Capital | History | No change | 3,950 | 131 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,283 | 105 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 11,431 | 80 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 2,444 | 78 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,260 | 72 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,000 | 66 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,980 | 65 | 0.02% | 0.03% | 179 | -750 | -27.47% | Q3 2026 | Oct 19, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,000 | 65 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,905 | 61 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,836 | 58 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,658 | 54 | 0.0% | 0.0% | 182 | -312 | -15.84% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,491 | 47 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,394 | 44 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 1,347 | 43 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,250 | 41 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Montgomery Financial Services LLC | History | Added to | 1,177 | 39 | 0.03% | 0.02% | 188 | +572 | 94.55% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,235 | 39 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 988 | 31 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Regatta Research & Money Management | History | No change | 700 | 22 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 645 | 20 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Networth Advisors, LLC | History | Added to | 574 | 19 | 0.01% | 0.01% | 193 | +8 | 1.41% | Q3 2026 | Nov 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 616 | 19 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 451 | 15 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 500 | 15 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 393 | 12 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | New | 350 | 11 | 0.0% | — | 197 | +350 | New | Q3 2026 | Oct 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 327 | 10 | 0.0% | 0.0% | 198 | +30 | 10.1% | Q3 2026 | Oct 23, 2026 |
| Luminist Capital LLC | History | No change | 297 | 9 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 270 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHP Wealth Management | History | No change | 266 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 208 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 6 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 177 | 5 | 0.0% | — | 205 | +177 | New | Q3 2026 | Oct 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 185 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 112 | 3 | 0.0% | — | 208 | +112 | New | Q3 2026 | Oct 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 104 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Added to | 74 | 2 | 0.0% | 0.0% | 209 | +37 | 100.0% | Q3 2026 | Oct 22, 2026 |
| Darwin Wealth Management, LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,840 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -443 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2026 | Oct 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |