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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,416,205 | 67,326 | 0.0% | 0.0% | 1 | +94,418 | 7.14% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,330,827 | 63,600 | 0.13% | 0.1% | 2 | -273,657 | -17.06% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,109,876 | 52,763 | 0.01% | 0.01% | 3 | -35,901 | -3.13% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 1,100,306 | 52,308 | 0.01% | 0.02% | 4 | -67,410 | -5.77% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 798,920 | 37,980 | 0.0% | 0.0% | 5 | +153,170 | 23.72% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 542,231 | 25,777 | 1.08% | 1.0% | 6 | +53,886 | 11.03% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Reduced | 394,130 | 18,736 | 0.01% | 0.01% | 7 | -16,866 | -4.1% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 359,142 | 17,073 | 0.02% | 0.01% | 8 | +81,197 | 29.21% | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Added to | 345,682 | 16,434 | 1.35% | 1.08% | 9 | +76,474 | 28.41% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 332,117 | 15,788 | 0.0% | 0.0% | 10 | +7,622 | 2.35% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 310,410 | 14,756 | 0.0% | 0.0% | 11 | +3,205 | 1.04% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 269,223 | 12,798 | 0.05% | 0.04% | 12 | +16,490 | 6.52% | Q1 2026 | Jun 02, 2026 |
| Financial Partners Group, Inc | History | Added to | 237,886 | 11,309 | 1.35% | 1.26% | 13 | +10,753 | 4.73% | Q1 2026 | Apr 10, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 227,982 | 10,838 | 2.12% | 2.08% | 14 | +15,780 | 7.44% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 224,757 | 10,684 | 0.61% | 0.62% | 15 | -5,337 | -2.32% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 201,308 | 9,570 | 0.01% | 0.01% | 16 | +19,890 | 10.96% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 189,842 | 8,998 | 0.0% | 0.0% | 17 | +2,893 | 1.55% | Q1 2026 | May 13, 2026 |
| EnRich Financial Partners LLC | History | Added to | 178,980 | 8,508 | 2.26% | 2.31% | 18 | +2,159 | 1.22% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 171,195 | 8,139 | 0.02% | 0.01% | 19 | +61,868 | 56.59% | Q1 2026 | Apr 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 146,300 | 6,955 | 0.87% | 1.25% | 20 | +9,422 | 6.88% | Q1 2026 | May 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 138,695 | 6,593 | 0.01% | 0.01% | 21 | +10,401 | 8.11% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 135,471 | 6,440 | 0.0% | 0.0% | 22 | +1,644 | 1.23% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 130,226 | 6,190 | 0.01% | 0.01% | 23 | +1,109 | 0.86% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 116,797 | 5,598 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 116,891 | 5,556 | 0.0% | 0.0% | 25 | +98,540 | 536.97% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 116,300 | 5,528 | 0.32% | 0.26% | 26 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 99,102 | 4,711 | 0.01% | 0.01% | 27 | -14,018 | -12.39% | Q1 2026 | May 04, 2026 |
| Plan Group Financial, LLC | History | Added to | 95,652 | 4,547 | 1.07% | 1.03% | 28 | +13,136 | 15.92% | Q1 2026 | Apr 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 92,000 | 4,373 | 0.23% | 0.24% | 29 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 89,450 | 4,252 | 0.02% | 0.02% | 30 | +2,881 | 3.33% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 84,701 | 4,026 | 0.0% | 0.0% | 31 | +8,762 | 11.54% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 84,418 | 4,013 | 0.01% | 0.01% | 32 | -26,111 | -23.62% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 78,510 | 3,732 | 0.28% | 0.29% | 33 | +4,040 | 5.43% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Reduced | 78,380 | 3,726 | 0.05% | 0.06% | 34 | -1,940 | -2.42% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 78,104 | 3,713 | 0.19% | 0.2% | 35 | -2,928 | -3.61% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 74,063 | 3,550 | 0.02% | 0.03% | 36 | -4,761 | -6.04% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Reduced | 68,871 | 3,274 | 0.69% | 0.78% | 37 | -8,983 | -11.54% | Q1 2026 | Apr 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 65,527 | 3,127 | 0.22% | 0.2% | 38 | +4,440 | 7.27% | Q1 2026 | May 01, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 61,920 | 2,943 | 0.69% | 0.71% | 39 | -1,791 | -2.81% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,305 | 2,866 | 0.0% | 0.0% | 40 | +2,128 | 3.66% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 58,901 | 2,800 | 0.0% | — | 41 | +58,901 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 56,580 | 2,689 | 0.0% | 0.0% | 42 | -899 | -1.56% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 52,713 | 2,505 | 0.05% | 0.02% | 43 | +29,695 | 129.01% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | New | 51,664 | 2,456 | 0.07% | — | 44 | +51,664 | New | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 51,258 | 2,436 | 0.03% | 0.03% | 45 | +2,741 | 5.65% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 50,517 | 2,401 | 0.01% | 0.02% | 46 | -6,069 | -10.73% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 49,647 | 2,360 | 0.01% | 0.01% | 47 | +2,719 | 5.79% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | No change | 49,500 | 2,353 | 0.1% | 0.11% | 48 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 46,464 | 2,208 | 0.07% | 0.08% | 49 | -4,061 | -8.04% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Added to | 42,740 | 2,031 | 0.04% | 0.03% | 50 | +8,141 | 23.53% | Q1 2026 | Apr 17, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 40,205 | 1,911 | 0.77% | 0.72% | 51 | +2,293 | 6.05% | Q1 2026 | Apr 28, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 38,575 | 1,833 | 1.01% | 1.06% | 52 | -899 | -2.28% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 37,255 | 1,771 | 0.02% | 0.02% | 53 | +9,971 | 36.55% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 37,255 | 1,771 | 0.04% | 0.06% | 54 | +9,971 | 36.55% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,511 | 1,735 | 0.04% | 0.04% | 55 | -88 | -0.24% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 36,313 | 1,726 | 0.04% | 0.03% | 56 | +4,624 | 14.59% | Q1 2026 | Apr 13, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 35,817 | 1,702 | 0.07% | 0.07% | 57 | -1,175 | -3.18% | Q1 2026 | Apr 16, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 34,574 | 1,644 | 0.05% | 0.03% | 58 | +16,983 | 96.54% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 34,087 | 1,620 | 0.58% | 0.86% | 59 | -15,773 | -31.63% | Q1 2026 | May 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 33,757 | 1,604 | 0.14% | — | 60 | +33,757 | New | Q1 2026 | May 06, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 32,678 | 1,553 | 0.02% | 0.03% | 61 | -13,060 | -28.55% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 30,866 | 1,467 | 0.01% | 0.02% | 62 | +121 | 0.39% | Q1 2026 | May 15, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 29,877 | 1,420 | 1.08% | 0.94% | 63 | +6,375 | 27.13% | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 29,761 | 1,414 | 0.02% | 0.03% | 64 | -14,195 | -32.29% | Q1 2026 | Apr 20, 2026 |
| GSG Advisors LLC | History | Added to | 27,588 | 1,311 | 0.34% | 0.34% | 65 | +425 | 1.56% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 25,965 | 1,244 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 25,587 | 1,216 | 0.03% | 0.04% | 67 | -1,907 | -6.94% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,423 | 1,208 | 0.02% | 0.02% | 68 | +7,118 | 38.89% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 25,392 | 1,207 | 0.08% | — | 69 | +25,392 | New | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 25,137 | 1,195 | 0.0% | 0.0% | 70 | -5,756 | -18.63% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 24,843 | 1,181 | 0.01% | 0.01% | 71 | +10,525 | 73.51% | Q1 2026 | May 08, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 23,392 | 1,116 | 0.41% | 0.42% | 72 | -36 | -0.15% | Q1 2026 | May 01, 2026 |
| Traction Financial Partners, LLC | History | Added to | 22,865 | 1,087 | 0.67% | 0.58% | 73 | +2,400 | 11.73% | Q1 2026 | May 14, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 22,399 | 1,064 | 0.25% | 0.25% | 74 | +87 | 0.39% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 22,304 | 1,060 | 0.0% | — | 75 | +22,304 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 21,420 | 1,018 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hobart Private Capital, LLC | History | Added to | 21,225 | 1,009 | 0.2% | 0.17% | 77 | +2,845 | 15.48% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 19,341 | 927 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 19,160 | 910 | 0.05% | 0.05% | 79 | +300 | 1.59% | Q1 2026 | Apr 15, 2026 |
| Platform Technology Partners | History | Added to | 19,066 | 906 | 0.17% | 0.19% | 80 | +6 | 0.03% | Q1 2026 | Apr 27, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 18,863 | 896 | 0.4% | 0.34% | 81 | +3,316 | 21.33% | Q1 2026 | Apr 24, 2026 |
| Sowell Financial Services LLC | History | Reduced | 17,833 | 847 | 0.03% | 0.05% | 82 | -10,097 | -36.15% | Q1 2026 | Apr 20, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 17,664 | 839 | 0.31% | 0.22% | 83 | +5,112 | 40.73% | Q1 2026 | May 08, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 17,202 | 817 | 0.35% | 0.33% | 84 | +884 | 5.42% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 16,816 | 799 | 0.0% | 0.0% | 85 | -325 | -1.9% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,802 | 798 | 0.06% | 0.06% | 86 | +6 | 0.04% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 16,564 | 787 | 0.0% | — | 87 | +16,564 | New | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 16,309 | 775 | 0.01% | — | 88 | +16,309 | New | Q1 2026 | May 12, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 16,263 | 773 | 0.14% | 0.16% | 89 | -1,632 | -9.12% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,964 | 758 | 0.01% | 0.01% | 90 | -2,783 | -14.85% | Q1 2026 | Apr 20, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 15,774 | 749 | 0.66% | 0.52% | 91 | +23 | 0.15% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 15,562 | 739 | 0.0% | 0.0% | 92 | -880 | -5.35% | Q1 2026 | Apr 30, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 15,363 | 722 | 0.67% | 0.74% | 93 | -1,681 | -9.86% | Q1 2026 | May 14, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 14,974 | 711 | 0.01% | 0.01% | 94 | -151 | -1.0% | Q1 2026 | Apr 10, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 14,772 | 702 | 0.19% | 0.13% | 95 | +5,367 | 57.07% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Partners, LLC | History | No change | 14,401 | 684 | 0.11% | 0.13% | 96 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 13,546 | 643 | 0.03% | — | 97 | +13,546 | New | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,516 | 642 | 0.02% | 0.0% | 98 | -1,286 | -8.69% | Q1 2026 | Apr 23, 2026 |
| TSA Wealth Managment LLC | History | New | 12,341 | 586 | 0.19% | — | 99 | +12,341 | New | Q1 2026 | May 01, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 11,940 | 567 | 0.09% | 0.11% | 101 | -422 | -3.41% | Q1 2026 | Apr 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,928 | 567 | 0.01% | 0.01% | 100 | +344 | 2.97% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 11,573 | 550 | 0.18% | 0.62% | 102 | -24,747 | -68.14% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,323 | 538 | 0.03% | 0.03% | 103 | -26 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,897 | 518 | 0.01% | 0.0% | 104 | +2,126 | 24.24% | Q1 2026 | Apr 28, 2026 |
| Bison Wealth, LLC | History | Added to | 10,768 | 517 | 0.05% | 0.04% | 105 | +3,859 | 55.85% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,750 | 511 | 0.03% | 0.03% | 106 | +1,176 | 12.28% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,615 | 508 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 10,592 | 503 | 0.05% | 0.06% | 108 | -82 | -0.77% | Q1 2026 | May 12, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 10,574 | 502 | 0.12% | 0.91% | 109 | -71,170 | -87.06% | Q1 2026 | Apr 17, 2026 |
| OneAscent Financial Services LLC | History | Added to | 10,574 | 502 | 0.03% | 0.04% | 110 | +896 | 9.26% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | New | 10,546 | 501 | 0.0% | — | 111 | +10,546 | New | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,123 | 481 | 0.08% | 0.06% | 112 | +1,503 | 17.44% | Q1 2026 | May 15, 2026 |
| Hedeker Wealth, LLC | History | Added to | 9,960 | 473 | 0.1% | 0.1% | 113 | +64 | 0.65% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,861 | 468 | 0.02% | 0.02% | 114 | +157 | 1.62% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,794 | 465 | 0.0% | 0.0% | 115 | -800 | -7.55% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,533 | 453 | 0.0% | 0.0% | 116 | -2,580 | -21.3% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 8,975 | 426 | 0.14% | 0.14% | 117 | +64 | 0.72% | Q1 2026 | Apr 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,890 | 422 | 0.01% | 0.01% | 118 | +2,853 | 47.26% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,521 | 405 | 0.0% | 0.0% | 119 | -860 | -9.17% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,217 | 390 | 0.01% | 0.01% | 120 | +1,534 | 22.95% | Q1 2026 | May 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,083 | 384 | 0.01% | 0.01% | 121 | +10 | 0.12% | Q1 2026 | Apr 08, 2026 |
| Mattern Wealth Management LLC | History | No change | 8,000 | 380 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,977 | 379 | 0.01% | 0.01% | 123 | +567 | 7.65% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,772 | 369 | 0.0% | 0.01% | 124 | -530 | -6.38% | Q1 2026 | May 15, 2026 |
| Altus Wealth Group LLC | History | Added to | 7,590 | 360 | 0.15% | 0.14% | 125 | +106 | 1.42% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 7,250 | 344 | 0.01% | 0.01% | 126 | -118 | -1.6% | Q1 2026 | May 07, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 7,077 | 336 | 0.14% | 0.15% | 127 | -553 | -7.25% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,039 | 334 | 0.0% | 0.0% | 128 | +373 | 5.6% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,844 | 325 | 0.01% | 0.01% | 129 | +1,167 | 20.56% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | No change | 6,828 | 324 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 6,611 | 314 | 0.01% | 0.01% | 131 | -331 | -4.77% | Q1 2026 | May 04, 2026 |
| Brooklyn Investment Group | History | Reduced | 6,543 | 311 | 0.01% | 0.02% | 132 | -842 | -11.4% | Q1 2026 | Apr 29, 2026 |
| Uniting Wealth Partners, LLC | History | New | 6,540 | 310 | 0.07% | — | 133 | +6,540 | New | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,453 | 306 | 0.01% | 0.01% | 134 | -8,734 | -57.51% | Q1 2026 | May 07, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 6,364 | 302 | 0.12% | 0.11% | 135 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | New | 6,280 | 298 | 0.0% | — | 136 | +6,280 | New | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,182 | 293 | 0.01% | 0.01% | 137 | +195 | 3.26% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | New | 6,162 | 292 | 0.0% | — | 138 | +6,162 | New | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,009 | 289 | 0.01% | 0.01% | 139 | +169 | 2.89% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,100 | 289 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Xcel Wealth Management, LLC | History | No change | 6,000 | 285 | 0.08% | 0.07% | 141 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,960 | 283 | 0.0% | 0.0% | 142 | -9,463 | -61.36% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,959 | 283 | 0.01% | 0.01% | 143 | +2,167 | 57.15% | Q1 2026 | Apr 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 5,942 | 282 | 0.02% | 0.02% | 144 | +490 | 8.99% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,667 | 269 | 0.0% | 0.0% | 145 | -886 | -13.52% | Q1 2026 | May 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,561 | 264 | 0.1% | 0.08% | 146 | +747 | 15.52% | Q1 2026 | May 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,570 | 264 | 0.01% | 0.02% | 147 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,488 | 260 | 0.01% | — | 148 | +5,488 | New | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | No change | 5,375 | 255 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,078 | 241 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,900 | 232 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 4,729 | 224 | 0.01% | 0.02% | 152 | -704 | -12.96% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 4,375 | 207 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 4,348 | 206 | 0.06% | 0.1% | 155 | -887 | -16.94% | Q1 2026 | Apr 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 4,342 | 206 | 0.06% | 0.07% | 154 | -546 | -11.17% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,628 | 172 | 0.0% | 0.01% | 156 | -5,115 | -58.5% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 3,414 | 162 | 0.01% | — | 157 | +3,414 | New | Q1 2026 | May 19, 2026 |
| Parallel Advisors, LLC | History | New | 3,381 | 160 | 0.0% | — | 158 | +3,381 | New | Q1 2026 | Jun 02, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2,879 | 136 | 0.02% | 0.02% | 159 | -181 | -5.92% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,849 | 135 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,200 | 104 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | New | 1,917 | 91 | 0.01% | — | 162 | +1,917 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | New | 1,775 | 84 | 0.02% | — | 163 | +1,775 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,443 | 69 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,392 | 66 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,046 | 49 | 0.0% | — | 166 | +1,046 | New | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 993 | 47 | 0.03% | 0.03% | 167 | +5 | 0.51% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 980 | 46 | 0.0% | 0.0% | 168 | +441 | 81.82% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Added to | 612 | 29 | 0.0% | 0.0% | 170 | +25 | 4.26% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 625 | 29 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 582 | 27 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | New | 550 | 26 | 0.01% | — | 172 | +550 | New | Q1 2026 | Apr 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 352 | 16 | 0.01% | — | 175 | +352 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 344 | 16 | 0.0% | 0.0% | 174 | +6 | 1.78% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 338 | 16 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 316 | 15 | 0.0% | 0.0% | 176 | -7,654 | -96.04% | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | New | 325 | 15 | 0.01% | — | 177 | +325 | New | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 232 | 11 | 0.01% | 0.0% | 178 | +51 | 28.18% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 228 | 10 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 214 | 10 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 151 | 7 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 159 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | No change | 130 | 6 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AJ Advisors, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -60,429 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -41,833 | -100.0% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,716 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,527 | -100.0% | Q1 2026 | May 12, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.66% | — | -16,354 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,665 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,421 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,767 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,105 | -100.0% | Q1 2026 | May 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,315 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,000 | -100.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,028 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |