FIRST TRUST EXCHANGE-TRADED FUND III - FMHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,503,752 | 72,744 | 0.12% | 0.13% | 1 | +172,925 | 12.99% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,407,555 | 68,252 | 0.0% | 0.0% | 2 | -8,650 | -0.61% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,179,422 | 57,190 | 0.01% | 0.01% | 3 | +69,546 | 6.27% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,164,558 | 56,469 | 0.01% | 0.01% | 4 | +64,252 | 5.84% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 798,191 | 38,704 | 0.0% | 0.0% | 5 | -729 | -0.09% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 572,777 | 27,773 | 1.02% | 1.08% | 6 | +30,546 | 5.63% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 401,181 | 19,453 | 0.02% | 0.02% | 7 | +42,039 | 11.71% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 398,018 | 19,299 | 0.22% | 0.11% | 8 | +281,221 | 240.78% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 376,746 | 18,268 | 0.0% | 0.0% | 9 | +44,629 | 13.44% | Q2 2026 | Aug 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 355,392 | 17,232 | 1.75% | 1.35% | 10 | +117,506 | 49.4% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | Reduced | 345,764 | 16,766 | 0.01% | 0.01% | 11 | -48,366 | -12.27% | Q2 2026 | Aug 03, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 339,168 | 16,446 | 1.26% | 1.35% | 12 | -6,514 | -1.88% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 306,655 | 14,869 | 0.0% | 0.0% | 13 | -3,755 | -1.21% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 296,778 | 14,390 | 0.04% | 0.05% | 14 | +27,555 | 10.24% | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 269,771 | 13,081 | 2.18% | 2.12% | 15 | +41,789 | 18.33% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 250,956 | 12,169 | 0.01% | 0.01% | 16 | +49,648 | 24.66% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 223,575 | 10,852 | 0.0% | 0.0% | 17 | +33,733 | 17.77% | Q2 2026 | Aug 12, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 222,961 | 10,811 | 0.53% | 0.61% | 18 | -1,796 | -0.8% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 213,508 | 10,352 | 0.0% | 0.0% | 19 | +78,037 | 57.6% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 190,300 | 9,228 | 0.02% | 0.02% | 20 | +19,105 | 11.16% | Q2 2026 | Jul 27, 2026 |
| EnRich Financial Partners LLC | History | Added to | 187,384 | 9,086 | 2.16% | 2.26% | 21 | +8,404 | 4.7% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 183,026 | 8,874 | 0.0% | 0.0% | 22 | +124,125 | 210.73% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 144,709 | 7,016 | 0.01% | 0.01% | 23 | +6,014 | 4.34% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 136,772 | 6,632 | 0.01% | 0.01% | 24 | +6,546 | 5.03% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 118,821 | 5,761 | 0.01% | 0.01% | 25 | +19,719 | 19.9% | Q2 2026 | Aug 07, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 116,300 | 5,639 | 0.27% | 0.32% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 101,674 | 4,930 | 1.01% | — | 27 | +101,674 | New | Q2 2026 | Jul 17, 2026 |
| Plan Group Financial, LLC | History | Added to | 101,321 | 4,913 | 1.01% | 1.07% | 28 | +5,669 | 5.93% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 93,322 | 4,525 | 0.0% | 0.0% | 29 | +8,621 | 10.18% | Q2 2026 | Aug 03, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 92,000 | 4,461 | 0.21% | 0.23% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 83,662 | 4,056 | 0.6% | 0.87% | 31 | -62,638 | -42.81% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 83,319 | 4,040 | 0.01% | 0.0% | 32 | +26,739 | 47.26% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 84,418 | 4,013 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 77,917 | 3,780 | 0.23% | 0.22% | 34 | +12,390 | 18.91% | Q2 2026 | Jul 22, 2026 |
| MBL Wealth, LLC | History | Reduced | 77,605 | 3,763 | 0.26% | 0.28% | 35 | -905 | -1.15% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 74,899 | 3,631 | 0.02% | 0.02% | 36 | -14,551 | -16.27% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 73,438 | 3,560 | 0.15% | 0.19% | 37 | -4,666 | -5.97% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 71,455 | 3,464 | 0.02% | 0.02% | 38 | -2,608 | -3.52% | Q2 2026 | Aug 17, 2026 |
| AJ Advisors, LLC | History | New | 62,460 | 3,028 | 0.94% | — | 39 | +62,460 | New | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 57,287 | 2,777 | 0.02% | 0.01% | 40 | +7,640 | 15.39% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 56,275 | 2,728 | 0.0% | 0.0% | 41 | -4,030 | -6.68% | Q2 2026 | Jul 28, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 56,091 | 2,719 | 0.6% | 0.69% | 42 | -5,829 | -9.41% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | Added to | 54,039 | 2,620 | 0.04% | 0.04% | 43 | +11,299 | 26.44% | Q2 2026 | Jul 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 54,013 | 2,619 | 0.03% | 0.03% | 44 | +2,755 | 5.37% | Q2 2026 | Aug 03, 2026 |
| FIRST HORIZON CORP | History | No change | 49,500 | 2,400 | 0.09% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Logan Stone Capital, LLC | History | New | 49,293 | 2,390 | 0.51% | — | 46 | +49,293 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 46,517 | 2,256 | 0.0% | — | 47 | +46,517 | New | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 45,272 | 2,195 | 0.01% | 0.01% | 48 | -5,245 | -10.38% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | Added to | 41,153 | 1,995 | 0.04% | 0.04% | 49 | +4,840 | 13.33% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 40,393 | 1,958 | 0.01% | 0.01% | 50 | +18,973 | 88.58% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 39,441 | 1,912 | 1.0% | 1.01% | 51 | +866 | 2.24% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 37,338 | 1,810 | 0.03% | 0.04% | 52 | +827 | 2.27% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 36,756 | 1,782 | 0.05% | 0.07% | 53 | -14,908 | -28.86% | Q2 2026 | Jul 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 36,758 | 1,782 | 0.02% | 0.02% | 54 | -497 | -1.33% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 36,758 | 1,782 | 0.03% | 0.04% | 55 | -497 | -1.33% | Q2 2026 | Aug 12, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 35,296 | 1,711 | 0.07% | 0.07% | 56 | -521 | -1.45% | Q2 2026 | Jul 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,984 | 1,647 | 0.01% | 0.01% | 57 | +18,020 | 112.88% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 33,503 | 1,624 | 0.0% | — | 59 | +33,503 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 33,499 | 1,624 | 0.0% | 0.0% | 58 | +8,362 | 33.27% | Q2 2026 | Aug 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 33,442 | 1,621 | 0.51% | 0.58% | 60 | -645 | -1.89% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 32,915 | 1,596 | 0.01% | 0.01% | 61 | +2,049 | 6.64% | Q2 2026 | Sep 08, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 31,677 | 1,536 | 0.1% | 0.11% | 62 | +1,043 | 3.4% | Q2 2026 | Aug 07, 2026 |
| Spartan Wealth Advisory Services LLC | History | Reduced | 31,597 | 1,532 | 0.13% | 0.14% | 63 | -2,160 | -6.4% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 30,128 | 1,460 | 0.47% | 0.31% | 64 | +12,464 | 70.56% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 29,611 | 1,435 | 0.02% | 0.02% | 65 | -150 | -0.5% | Q2 2026 | Jul 28, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 29,177 | 1,414 | 0.98% | 1.08% | 66 | -700 | -2.34% | Q2 2026 | Jul 23, 2026 |
| Curran Financial Partners, LLC | History | Added to | 28,207 | 1,367 | 0.2% | 0.14% | 67 | +11,944 | 73.44% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 27,642 | 1,340 | 0.01% | 0.01% | 68 | +2,799 | 11.27% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,271 | 1,322 | 0.02% | 0.02% | 69 | +1,848 | 7.27% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 27,282 | 1,322 | 0.01% | 0.03% | 70 | +1,695 | 6.62% | Q2 2026 | Aug 10, 2026 |
| Hobart Private Capital, LLC | History | Added to | 26,834 | 1,301 | 0.22% | 0.2% | 71 | +5,609 | 26.43% | Q2 2026 | Jul 06, 2026 |
| GSG Advisors LLC | History | Reduced | 26,574 | 1,288 | 0.28% | 0.34% | 72 | -1,014 | -3.68% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,281 | 1,274 | 0.02% | 0.01% | 73 | +18,064 | 219.84% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | New | 25,637 | 1,243 | 0.03% | — | 74 | +25,637 | New | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 25,392 | 1,231 | 0.06% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 25,098 | 1,217 | 0.01% | 0.02% | 76 | -7,580 | -23.2% | Q2 2026 | Jul 29, 2026 |
| Traction Financial Partners, LLC | History | Added to | 25,079 | 1,216 | 0.65% | 0.67% | 77 | +2,214 | 9.68% | Q2 2026 | Aug 13, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 23,317 | 1,127 | 0.35% | 0.41% | 78 | -75 | -0.32% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,174 | 1,123 | 0.02% | 0.02% | 79 | +9,658 | 71.46% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 22,926 | 1,111 | 0.02% | 0.05% | 80 | -29,787 | -56.51% | Q2 2026 | Aug 10, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 22,488 | 1,090 | 0.23% | 0.25% | 81 | +89 | 0.4% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | Added to | 22,267 | 1,079 | 0.0% | 0.0% | 82 | +5,451 | 32.42% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 21,327 | 1,034 | 0.01% | 0.01% | 83 | +10,430 | 95.71% | Q2 2026 | Aug 11, 2026 |
| Crumly & Associates Inc. | History | Reduced | 20,536 | 995 | 0.19% | 0.69% | 84 | -48,335 | -70.18% | Q2 2026 | Jul 08, 2026 |
| Platform Technology Partners | History | Added to | 19,172 | 929 | 0.15% | 0.17% | 85 | +106 | 0.56% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 18,695 | 906 | 0.04% | 0.05% | 86 | -465 | -2.43% | Q2 2026 | Jul 23, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 18,473 | 895 | 0.34% | 0.35% | 87 | +1,271 | 7.39% | Q2 2026 | Jul 16, 2026 |
| Sowell Financial Services LLC | History | Added to | 17,923 | 869 | 0.03% | 0.03% | 88 | +90 | 0.5% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | New | 17,897 | 867 | 0.03% | — | 89 | +17,897 | New | Q2 2026 | Aug 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 17,381 | 842 | 0.34% | 0.4% | 90 | -1,482 | -7.86% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,943 | 821 | 0.05% | 0.06% | 91 | +141 | 0.84% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | Reduced | 16,440 | 797 | 0.01% | 0.05% | 92 | -61,940 | -79.03% | Q2 2026 | Aug 12, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 15,714 | 761 | 0.61% | 0.66% | 93 | -60 | -0.38% | Q2 2026 | Jul 24, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 15,175 | 735 | 0.56% | 0.67% | 94 | -188 | -1.22% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 15,020 | 728 | 0.1% | 0.11% | 95 | +619 | 4.3% | Q2 2026 | Aug 03, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 14,954 | 725 | 0.01% | 0.01% | 96 | -20 | -0.13% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 14,708 | 713 | 0.0% | 0.0% | 97 | -1,856 | -11.21% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,241 | 690 | 0.0% | 0.0% | 98 | -1,321 | -8.49% | Q2 2026 | Jul 28, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 13,605 | 659 | 0.16% | 0.19% | 99 | -1,167 | -7.9% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,548 | 656 | 0.03% | 0.03% | 100 | +2 | 0.01% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 13,359 | 647 | 0.0% | 0.0% | 101 | +2,813 | 26.67% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | Added to | 12,237 | 593 | 0.01% | 0.01% | 102 | +4,987 | 68.79% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 11,680 | 566 | 0.07% | 0.08% | 103 | +1,557 | 15.38% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | New | 11,478 | 556 | 0.0% | — | 104 | +11,478 | New | Q2 2026 | Aug 11, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 11,351 | 550 | 0.08% | 0.09% | 105 | -589 | -4.93% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,285 | 547 | 0.02% | 0.03% | 106 | -38 | -0.34% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 11,279 | 546 | 0.03% | 0.03% | 107 | +529 | 4.92% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 11,048 | 535 | 0.01% | — | 108 | +11,048 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,002 | 533 | 0.0% | 0.0% | 109 | +1,208 | 12.33% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 10,836 | 525 | 0.03% | 0.03% | 110 | +262 | 2.48% | Q2 2026 | Aug 11, 2026 |
| Hedeker Wealth, LLC | History | Added to | 10,518 | 510 | 0.1% | 0.1% | 111 | +558 | 5.6% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,114 | 490 | 0.01% | 0.01% | 112 | +1,224 | 13.77% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 9,771 | 473 | 0.03% | 0.05% | 113 | -821 | -7.75% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 9,305 | 451 | 0.11% | 0.18% | 114 | -2,268 | -19.6% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,262 | 449 | 0.01% | 0.01% | 115 | -2,666 | -22.35% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,138 | 443 | 0.0% | 0.0% | 116 | -395 | -4.14% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,733 | 423 | 0.01% | — | 117 | +8,733 | New | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 8,584 | 416 | 0.05% | — | 118 | +8,584 | New | Q2 2026 | Jul 09, 2026 |
| Jacobi Capital Management LLC | History | Added to | 8,417 | 408 | 0.02% | 0.01% | 119 | +3,688 | 77.99% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,335 | 404 | 0.01% | 0.01% | 120 | +252 | 3.12% | Q2 2026 | Jul 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 8,304 | 402 | 0.12% | 0.14% | 121 | -671 | -7.48% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Added to | 8,238 | 399 | 0.0% | 0.0% | 122 | +1,410 | 20.65% | Q2 2026 | Aug 13, 2026 |
| Essex Bank | History | New | 8,127 | 394 | 0.09% | — | 123 | +8,127 | New | Q2 2026 | Jul 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,104 | 392 | 0.01% | 0.02% | 124 | -1,757 | -17.82% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,982 | 387 | 0.0% | 0.0% | 125 | -539 | -6.33% | Q2 2026 | Aug 14, 2026 |
| Mattern Wealth Management LLC | History | No change | 8,000 | 387 | 0.06% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,944 | 385 | 0.01% | 0.01% | 127 | -33 | -0.41% | Q2 2026 | Jul 15, 2026 |
| Kovack Advisors, Inc. | History | New | 7,795 | 378 | 0.02% | — | 128 | +7,795 | New | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | New | 7,623 | 369 | 0.0% | — | 129 | +7,623 | New | Q2 2026 | Aug 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,496 | 363 | 0.02% | 0.02% | 130 | +1,554 | 26.15% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | Added to | 7,414 | 359 | 0.0% | 0.0% | 132 | +1,134 | 18.06% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | Added to | 7,405 | 359 | 0.01% | 0.01% | 131 | +794 | 12.01% | Q2 2026 | Aug 07, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 7,121 | 345 | 0.11% | 0.14% | 133 | +44 | 0.62% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 7,080 | 343 | 0.0% | 0.0% | 134 | +1,413 | 24.93% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,950 | 337 | 0.0% | 0.0% | 135 | +850 | 13.93% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,949 | 336 | 0.0% | 0.0% | 137 | +787 | 12.77% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,930 | 336 | 0.0% | 0.0% | 136 | -109 | -1.55% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,867 | 332 | 0.0% | — | 138 | +6,867 | New | Q2 2026 | Aug 19, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 6,810 | 330 | 0.07% | 0.07% | 139 | +270 | 4.13% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,687 | 324 | 0.01% | 0.01% | 140 | +728 | 12.22% | Q2 2026 | Jul 06, 2026 |
| Brooklyn Investment Group | History | No change | 6,543 | 311 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 6,364 | 308 | 0.11% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,182 | 299 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | New | 6,100 | 295 | 0.01% | — | 144 | +6,100 | New | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,020 | 291 | 0.0% | 0.01% | 145 | -433 | -6.71% | Q2 2026 | Aug 03, 2026 |
| Xcel Wealth Management, LLC | History | No change | 6,000 | 290 | 0.07% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,052 | 287 | 0.01% | 0.01% | 147 | +43 | 0.72% | Q2 2026 | Jul 29, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 5,753 | 278 | 0.01% | 0.01% | 148 | +265 | 4.83% | Q2 2026 | Aug 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 5,659 | 274 | 0.01% | — | 149 | +5,659 | New | Q2 2026 | Aug 04, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 5,622 | 272 | 0.08% | 0.1% | 150 | +61 | 1.1% | Q2 2026 | Jul 15, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 5,434 | 263 | 0.05% | 0.12% | 151 | -5,140 | -48.61% | Q2 2026 | Jul 20, 2026 |
| CFO4Life Group, LLC | History | No change | 5,375 | 260 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,153 | 249 | 0.0% | 0.0% | 153 | -2,619 | -33.7% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,105 | 247 | 0.01% | 0.01% | 154 | -1,739 | -25.41% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,078 | 246 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,041 | 244 | 0.0% | 0.0% | 156 | +1,660 | 49.1% | Q2 2026 | Aug 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 4,840 | 234 | 0.03% | — | 157 | +4,840 | New | Q2 2026 | Jul 09, 2026 |
| LVZ, Inc. | History | New | 4,758 | 230 | 0.02% | — | 158 | +4,758 | New | Q2 2026 | Jul 09, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 4,552 | 220 | 0.03% | 0.04% | 159 | -348 | -7.1% | Q2 2026 | Jul 27, 2026 |
| Triumph Capital Management | History | Added to | 4,475 | 216 | 0.04% | 0.02% | 160 | +2,700 | 152.11% | Q2 2026 | Jul 20, 2026 |
| Aspen Grove Capital, LLC | History | New | 4,400 | 213 | 0.03% | — | 161 | +4,400 | New | Q2 2026 | Aug 14, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 4,376 | 212 | 0.05% | 0.06% | 162 | +28 | 0.64% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 4,375 | 212 | 0.03% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,365 | 211 | 0.0% | 0.0% | 164 | -17,939 | -80.43% | Q2 2026 | Aug 14, 2026 |
| Altus Wealth Group LLC | History | Reduced | 4,351 | 210 | 0.08% | 0.15% | 165 | -3,239 | -42.67% | Q2 2026 | Jul 17, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 4,330 | 209 | 0.01% | 0.01% | 166 | -1,240 | -22.26% | Q2 2026 | Jul 15, 2026 |
| Aurora Private Wealth, Inc. | History | New | 4,224 | 205 | 0.13% | — | 167 | +4,224 | New | Q2 2026 | Jul 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 4,164 | 201 | 0.06% | 0.06% | 168 | -178 | -4.1% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,849 | 138 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,686 | 130 | 0.0% | 0.0% | 170 | +1,706 | 174.08% | Q2 2026 | Jul 17, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2,537 | 123 | 0.02% | 0.02% | 171 | -342 | -11.88% | Q2 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 2,291 | 111 | 0.0% | 0.0% | 172 | +91 | 4.14% | Q2 2026 | Jul 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,917 | 92 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | New | 1,663 | 80 | 0.04% | — | 174 | +1,663 | New | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 1,443 | 70 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,392 | 67 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | New | 1,079 | 52 | 0.0% | — | 177 | +1,079 | New | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,046 | 50 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 894 | 43 | 0.02% | 0.03% | 179 | -99 | -9.97% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 625 | 30 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 612 | 29 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 582 | 28 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mosley Wealth Management | History | Added to | 332 | 16 | 0.01% | 0.01% | 185 | +7 | 2.15% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 346 | 16 | 0.0% | 0.0% | 184 | +2 | 0.58% | Q2 2026 | Jul 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 338 | 16 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 329 | 15 | 0.0% | 0.0% | 187 | +104 | 46.22% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 316 | 15 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 214 | 10 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TOP Private Wealth LLC. | History | New | 194 | 9 | 0.01% | — | 189 | +194 | New | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 145 | 7 | 0.0% | — | 192 | +145 | New | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 151 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 159 | 7 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 130 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -116,891 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -46,464 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -40,205 | -100.0% | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -34,574 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -16,309 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TSA Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -12,341 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,768 | -100.0% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,960 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,628 | -100.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -550 | -100.0% | Q2 2026 | Jul 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -352 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -232 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 23, 2026 |