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 | 2,597,642 | 115,802 | 0.17% | 0.12% | 1 | +1,093,890 | 72.74% | Q3 2026 | Oct 13, 2026 |
| MORGAN STANLEY | History | No change | 1,407,555 | 68,252 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,179,422 | 57,190 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,164,558 | 56,469 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 798,191 | 38,704 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 572,777 | 27,773 | 1.02% | 1.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 534,854 | 23,988 | 0.2% | 0.22% | 7 | +136,836 | 34.38% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 401,181 | 19,453 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 376,746 | 18,268 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SlateStone Wealth, LLC | History | No change | 339,168 | 16,446 | 1.26% | 1.26% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 306,655 | 14,869 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 296,778 | 14,390 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 269,771 | 13,081 | 2.18% | 2.18% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Partners Group, Inc | History | Reduced | 281,945 | 12,645 | 1.31% | 1.75% | 14 | -73,447 | -20.67% | Q3 2026 | Oct 19, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 250,956 | 12,169 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 223,575 | 10,852 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 213,508 | 10,352 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 210,387 | 9,435 | 0.0% | 0.01% | 18 | -135,377 | -39.15% | Q3 2026 | Nov 04, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 209,303 | 9,387 | 0.45% | 0.53% | 19 | -13,658 | -6.13% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 205,298 | 9,208 | 0.02% | 0.02% | 20 | +14,998 | 7.88% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 183,026 | 8,874 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 186,848 | 8,380 | 2.02% | 2.16% | 22 | -536 | -0.29% | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 144,709 | 7,016 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 136,772 | 6,632 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 129,683 | 5,816 | 0.01% | 0.01% | 25 | +46,364 | 55.65% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 118,821 | 5,761 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plan Group Financial, LLC | History | Reduced | 100,632 | 4,575 | 0.9% | 1.01% | 27 | -689 | -0.68% | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 93,322 | 4,525 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Reduced | 98,300 | 4,408 | 0.92% | 1.01% | 29 | -3,374 | -3.32% | Q3 2026 | Oct 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 94,056 | 4,218 | 0.19% | 0.21% | 30 | +2,056 | 2.23% | Q3 2026 | Oct 16, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 83,655 | 3,751 | 0.4% | 0.6% | 31 | -7 | -0.01% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 81,067 | 3,646 | 0.22% | 0.23% | 32 | +3,150 | 4.04% | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 74,899 | 3,631 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MBL Wealth, LLC | History | Added to | 78,885 | 3,537 | 0.21% | 0.26% | 34 | +1,280 | 1.65% | Q3 2026 | Oct 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 71,455 | 3,464 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 74,128 | 3,324 | 0.14% | 0.15% | 36 | +690 | 0.94% | Q3 2026 | Nov 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 68,074 | 3,053 | 0.03% | 0.03% | 37 | +14,061 | 26.03% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 67,404 | 3,023 | 0.0% | 0.0% | 38 | +11,129 | 19.78% | Q3 2026 | Oct 30, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 55,648 | 2,495 | 0.54% | 0.6% | 39 | -443 | -0.79% | Q3 2026 | Oct 23, 2026 |
| Logan Stone Capital, LLC | History | No change | 49,293 | 2,390 | 0.51% | 0.51% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 53,045 | 2,379 | 0.01% | 0.02% | 41 | -4,242 | -7.4% | Q3 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 46,517 | 2,256 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 49,545 | 2,222 | 0.03% | 0.04% | 43 | -4,494 | -8.32% | Q3 2026 | Nov 03, 2026 |
| FIRST HORIZON CORP | History | No change | 49,500 | 2,220 | 0.08% | 0.09% | 44 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 45,272 | 2,195 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 40,393 | 1,958 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 39,441 | 1,912 | 1.0% | 1.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 40,925 | 1,835 | 0.03% | 0.03% | 48 | +4,167 | 11.34% | Q3 2026 | Nov 04, 2026 |
| Mutual Advisors, LLC | History | No change | 37,338 | 1,810 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 36,758 | 1,782 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Econ Financial Services Corp | History | New | 39,515 | 1,772 | 0.74% | — | 51 | +39,515 | New | Q3 2026 | Oct 19, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 39,398 | 1,767 | 1.07% | 0.98% | 52 | +10,221 | 35.03% | Q3 2026 | Oct 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 33,499 | 1,624 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 33,503 | 1,624 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 32,915 | 1,596 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 34,755 | 1,558 | 0.04% | 0.05% | 56 | -2,001 | -5.44% | Q3 2026 | Oct 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 31,677 | 1,536 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 31,597 | 1,532 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 33,605 | 1,507 | 0.01% | 0.01% | 59 | -379 | -1.12% | Q3 2026 | Oct 16, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 30,128 | 1,460 | 0.47% | 0.47% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Curran Financial Partners, LLC | History | Added to | 32,480 | 1,456 | 0.24% | 0.2% | 61 | +4,273 | 15.15% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 30,612 | 1,372 | 0.02% | 0.04% | 62 | -10,541 | -25.61% | Q3 2026 | Oct 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 27,642 | 1,340 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 27,271 | 1,322 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 27,282 | 1,322 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 28,881 | 1,295 | 0.4% | 0.51% | 66 | -4,561 | -13.64% | Q3 2026 | Oct 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 26,281 | 1,274 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 25,637 | 1,243 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 25,098 | 1,217 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Traction Financial Partners, LLC | History | No change | 25,079 | 1,216 | 0.65% | 0.65% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSG Advisors LLC | History | Added to | 26,739 | 1,199 | 0.25% | 0.28% | 71 | +165 | 0.62% | Q3 2026 | Nov 03, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 26,645 | 1,195 | 0.05% | 0.07% | 72 | -8,651 | -24.51% | Q3 2026 | Oct 05, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 25,392 | 1,138 | 0.05% | 0.06% | 73 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 23,174 | 1,123 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 22,926 | 1,111 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 22,267 | 1,079 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,131 | 1,037 | 0.01% | 0.02% | 77 | -6,480 | -21.88% | Q3 2026 | Oct 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 21,327 | 1,034 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 22,581 | 1,012 | 0.21% | 0.23% | 79 | +93 | 0.41% | Q3 2026 | Oct 26, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 22,407 | 1,004 | 0.17% | 0.22% | 80 | -4,427 | -16.5% | Q3 2026 | Oct 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 18,695 | 906 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crumly & Associates Inc. | History | Reduced | 19,811 | 888 | 0.16% | 0.19% | 82 | -725 | -3.53% | Q3 2026 | Oct 07, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 19,450 | 872 | 0.31% | 0.34% | 83 | +977 | 5.29% | Q3 2026 | Oct 19, 2026 |
| IFG Advisory, LLC | History | No change | 17,897 | 867 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 18,693 | 864 | 0.26% | 0.35% | 85 | -4,624 | -19.83% | Q3 2026 | Nov 04, 2026 |
| MGO ONE SEVEN LLC | History | New | 19,122 | 857 | 0.01% | — | 86 | +19,122 | New | Q3 2026 | Oct 28, 2026 |
| Retirement Planning Group, LLC | History | New | 18,890 | 847 | 0.02% | — | 87 | +18,890 | New | Q3 2026 | Oct 19, 2026 |
| Sowell Financial Services LLC | History | Added to | 18,806 | 843 | 0.03% | 0.03% | 88 | +883 | 4.93% | Q3 2026 | Oct 23, 2026 |
| Platform Technology Partners | History | Reduced | 18,214 | 816 | 0.13% | 0.15% | 89 | -958 | -5.0% | Q3 2026 | Nov 02, 2026 |
| Summit Financial, LLC | History | No change | 16,440 | 797 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 17,469 | 783 | 0.31% | 0.34% | 91 | +88 | 0.51% | Q3 2026 | Oct 21, 2026 |
| Investors Portfolio Services LLC | History | No change | 15,175 | 735 | 0.56% | 0.56% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 16,260 | 729 | 0.03% | — | 93 | +16,260 | New | Q3 2026 | Oct 26, 2026 |
| Summit Wealth Partners, LLC | History | No change | 15,020 | 728 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 16,143 | 723 | 0.04% | 0.05% | 95 | -800 | -4.72% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,039 | 719 | 0.0% | 0.0% | 96 | +1,798 | 12.63% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 14,708 | 713 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 14,980 | 671 | 0.54% | 0.61% | 98 | -734 | -4.67% | Q3 2026 | Oct 19, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 13,605 | 659 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 14,663 | 657 | 0.01% | 0.01% | 100 | -291 | -1.95% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 13,359 | 647 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | New | 13,875 | 622 | 0.02% | — | 102 | +13,875 | New | Q3 2026 | Oct 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,549 | 607 | 0.02% | 0.03% | 103 | +1 | 0.01% | Q3 2026 | Oct 23, 2026 |
| Dakota Wealth Management | History | No change | 12,237 | 593 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11,680 | 566 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 11,478 | 556 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 12,339 | 553 | 0.06% | 0.05% | 107 | +3,755 | 43.74% | Q3 2026 | Oct 13, 2026 |
| Marshall Financial Group, LLC | History | No change | 11,351 | 550 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,048 | 535 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,002 | 533 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 10,836 | 525 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 11,186 | 501 | 0.01% | 0.01% | 112 | +2,851 | 34.21% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,114 | 490 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 10,740 | 481 | 0.03% | 0.03% | 114 | -539 | -4.78% | Q3 2026 | Oct 29, 2026 |
| Advyzon Investment Management, LLC | History | No change | 9,771 | 473 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedeker Wealth, LLC | History | No change | 10,518 | 471 | 0.09% | 0.1% | 116 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Synergy Investment Management, LLC | History | No change | 9,305 | 451 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,262 | 449 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,138 | 443 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 8,733 | 423 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 8,417 | 408 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,719 | 403 | 0.01% | 0.01% | 122 | +775 | 9.76% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 8,238 | 399 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 8,104 | 392 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,731 | 391 | 0.0% | 0.0% | 125 | +6,045 | 225.06% | Q3 2026 | Oct 08, 2026 |
| Creative Planning | History | New | 8,649 | 387 | 0.0% | — | 127 | +8,649 | New | Q3 2026 | Nov 02, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 7,982 | 387 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,795 | 378 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Added to | 8,328 | 373 | 0.0% | 0.0% | 129 | +914 | 12.33% | Q3 2026 | Oct 22, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 8,266 | 370 | 0.09% | 0.05% | 130 | +3,890 | 88.89% | Q3 2026 | Nov 03, 2026 |
| Nuveen, LLC | History | No change | 7,623 | 369 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex Bank | History | No change | 8,127 | 364 | 0.07% | 0.09% | 132 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 7,080 | 343 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,950 | 337 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,930 | 336 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,949 | 336 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,455 | 334 | 0.01% | 0.01% | 137 | +768 | 11.48% | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,867 | 332 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 6,810 | 330 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | Added to | 6,955 | 311 | 0.05% | 0.04% | 140 | +2,480 | 55.42% | Q3 2026 | Oct 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 6,364 | 308 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sigma Planning Corp | History | Reduced | 6,750 | 303 | 0.01% | 0.01% | 142 | -655 | -8.85% | Q3 2026 | Oct 23, 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 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,646 | 298 | 0.02% | 0.02% | 144 | -850 | -11.34% | Q3 2026 | Oct 28, 2026 |
| Elequin Capital, LP | History | No change | 6,100 | 295 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 6,448 | 289 | 0.01% | — | 146 | +6,448 | New | Q3 2026 | Oct 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 6,298 | 282 | 0.08% | 0.12% | 148 | -2,006 | -24.16% | Q3 2026 | Oct 23, 2026 |
| LVZ, Inc. | History | Added to | 6,308 | 282 | 0.03% | 0.02% | 147 | +1,550 | 32.58% | Q3 2026 | Oct 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,753 | 278 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,659 | 274 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Xcel Wealth Management, LLC | History | No change | 6,000 | 269 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CFO4Life Group, LLC | History | No change | 5,375 | 260 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 5,641 | 258 | 0.0% | 0.01% | 153 | -411 | -6.79% | Q3 2026 | Oct 26, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 5,688 | 255 | 0.08% | 0.08% | 154 | +66 | 1.17% | Q3 2026 | Oct 15, 2026 |
| Advisory Services Network, LLC | History | No change | 5,153 | 249 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,105 | 247 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,078 | 246 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stewardship Advisors, LLC | History | No change | 5,434 | 243 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 4,840 | 234 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aspen Grove Capital, LLC | History | No change | 4,400 | 213 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,365 | 211 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 4,330 | 209 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,552 | 204 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 4,164 | 201 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 4,375 | 196 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,266 | 146 | 0.0% | 0.0% | 166 | -1,775 | -35.21% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,867 | 128 | 0.01% | 0.01% | 167 | +18 | 0.63% | Q3 2026 | Oct 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 2,200 | 98 | 0.0% | 0.0% | 168 | -91 | -3.97% | Q3 2026 | Oct 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,917 | 92 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1,973 | 90 | 0.01% | 0.02% | 170 | -564 | -22.23% | Q3 2026 | Oct 30, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 1,821 | 81 | 0.04% | 0.04% | 171 | +158 | 9.5% | Q3 2026 | Oct 26, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 1,670 | 75 | 0.02% | — | 172 | +1,670 | New | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 1,538 | 74 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Capital Analysts, LLC | History | No change | 1,443 | 70 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,392 | 62 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BlackRock, Inc. | History | No change | 1,079 | 52 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,046 | 46 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 800 | 35 | 0.01% | 0.02% | 178 | -94 | -10.51% | Q3 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 625 | 30 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 612 | 29 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 582 | 26 | 0.01% | 0.02% | 181 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 338 | 16 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mosley Wealth Management | History | Added to | 336 | 15 | 0.0% | 0.01% | 184 | +4 | 1.2% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | No change | 316 | 15 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 329 | 14 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Latitude Advisors, LLC | History | New | 275 | 12 | 0.0% | — | 186 | +275 | New | Q3 2026 | Oct 27, 2026 |
| TOP Private Wealth LLC. | History | No change | 194 | 9 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 145 | 7 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 159 | 7 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 151 | 6 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Rossby Financial, LCC | History | No change | 130 | 6 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -116,300 | -100.0% | Q3 2026 | Oct 21, 2026 |
| AJ Advisors, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -62,460 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -11,285 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Mattern Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Genesee Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,121 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,020 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Altus Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,351 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Aurora Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,224 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q3 2026 | Oct 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2026 | Oct 29, 2026 |