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 | 1,604,484 | 76,993 | 0.1% | 0.11% | 1 | +51,738 | 3.33% | Q4 2025 | Jan 08, 2026 |
| MORGAN STANLEY | History | Added to | 1,321,787 | 63,359 | 0.0% | 0.0% | 2 | +117,314 | 9.74% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,167,716 | 55,973 | 0.02% | 0.01% | 3 | +129,684 | 12.49% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,145,777 | 54,922 | 0.01% | 0.01% | 4 | +154,624 | 15.6% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 645,750 | 30,953 | 0.0% | 0.0% | 5 | +281,753 | 77.41% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 488,345 | 23,408 | 1.0% | 0.99% | 6 | +38,690 | 8.6% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 410,996 | 19,700 | 0.01% | 0.01% | 7 | -13,430 | -3.16% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 324,495 | 15,554 | 0.0% | 0.0% | 8 | +30,404 | 10.34% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 307,205 | 14,725 | 0.0% | 0.0% | 9 | +92,567 | 43.13% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 277,945 | 13,323 | 0.01% | 0.01% | 10 | +33,152 | 13.54% | Q4 2025 | Feb 17, 2026 |
| SlateStone Wealth, LLC | History | Added to | 269,208 | 12,904 | 1.08% | 1.0% | 11 | +24,889 | 10.19% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 252,733 | 12,114 | 0.04% | 0.05% | 12 | +34,571 | 15.85% | Q4 2025 | Feb 18, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 230,094 | 11,029 | 0.62% | 0.79% | 13 | -57,225 | -19.92% | Q4 2025 | Feb 06, 2026 |
| Financial Partners Group, Inc | History | Added to | 227,133 | 10,910 | 1.26% | 1.17% | 14 | +28,880 | 14.57% | Q4 2025 | Feb 03, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 212,202 | 10,171 | 2.08% | 2.15% | 15 | -2,359 | -1.1% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 186,949 | 8,961 | 0.0% | 0.0% | 16 | +66,203 | 54.83% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 181,418 | 8,695 | 0.01% | 0.01% | 17 | +26,291 | 16.95% | Q4 2025 | Feb 17, 2026 |
| EnRich Financial Partners LLC | History | Added to | 176,821 | 8,475 | 2.31% | 2.36% | 18 | +1,871 | 1.07% | Q4 2025 | Jan 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 136,878 | 6,561 | 1.25% | 0.93% | 19 | -3,967 | -2.82% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 133,827 | 6,415 | 0.0% | — | 20 | +133,827 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 129,117 | 6,189 | 0.01% | 0.01% | 21 | +8,073 | 6.67% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128,294 | 6,149 | 0.01% | 0.01% | 22 | +3,153 | 2.52% | Q4 2025 | Mar 16, 2026 |
| Vise Technologies, Inc. | History | Added to | 116,797 | 5,598 | 0.11% | 0.08% | 23 | +69,545 | 147.18% | Q4 2025 | Feb 11, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 116,300 | 5,574 | 0.26% | 0.23% | 24 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 113,120 | 5,422 | 0.01% | 0.01% | 25 | +11,629 | 11.46% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 110,529 | 5,298 | 0.01% | 0.02% | 26 | -1,919 | -1.71% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 109,327 | 5,241 | 0.01% | 0.01% | 27 | +25,368 | 30.21% | Q4 2025 | Feb 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 92,000 | 4,409 | 0.24% | 0.25% | 28 | -1,046 | -1.12% | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 86,569 | 4,149 | 0.02% | 0.02% | 29 | +4,221 | 5.13% | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | Added to | 82,516 | 3,955 | 1.03% | 0.77% | 30 | +22,433 | 37.34% | Q4 2025 | Feb 03, 2026 |
| Stewardship Advisors, LLC | History | Added to | 81,744 | 3,918 | 0.91% | 0.86% | 31 | +4,896 | 6.37% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 81,032 | 3,884 | 0.2% | 0.21% | 32 | +900 | 1.12% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 80,320 | 3,850 | 0.06% | 0.05% | 33 | +7,129 | 9.74% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 78,824 | 3,778 | 0.03% | 0.03% | 34 | -1,483 | -1.85% | Q4 2025 | Feb 17, 2026 |
| Crumly & Associates Inc. | History | Reduced | 77,854 | 3,731 | 0.78% | 0.83% | 35 | -1,593 | -2.01% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 75,939 | 3,640 | 0.0% | 0.0% | 36 | +4,751 | 6.67% | Q4 2025 | Feb 10, 2026 |
| MBL Wealth, LLC | History | Added to | 74,470 | 3,569 | 0.29% | 0.31% | 37 | +790 | 1.07% | Q4 2025 | Jan 21, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 63,711 | 3,053 | 0.71% | 0.73% | 38 | +564 | 0.89% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 61,087 | 2,928 | 0.2% | 0.04% | 39 | +50,930 | 501.43% | Q4 2025 | Feb 03, 2026 |
| AJ Advisors, LLC | History | Added to | 60,429 | 2,896 | 1.07% | 1.09% | 40 | +4,327 | 7.71% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 58,177 | 2,788 | 0.0% | 0.0% | 41 | +552 | 0.96% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 57,479 | 2,755 | 0.0% | 0.0% | 42 | -9,812 | -14.58% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 56,586 | 2,712 | 0.02% | 0.02% | 43 | -3,715 | -6.16% | Q4 2025 | Feb 03, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 50,525 | 2,421 | 0.08% | 0.07% | 44 | +4,558 | 9.92% | Q4 2025 | Jan 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 49,860 | 2,390 | 0.86% | 0.8% | 45 | +4,319 | 9.48% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | No change | 49,500 | 2,372 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 48,517 | 2,325 | 0.03% | 0.02% | 47 | +21,741 | 81.2% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 46,928 | 2,249 | 0.01% | 0.01% | 48 | +3,035 | 6.91% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 45,738 | 2,192 | 0.03% | 0.04% | 49 | -14,891 | -24.56% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 43,956 | 2,107 | 0.03% | 0.02% | 50 | +14,231 | 47.88% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 41,833 | 2,005 | 0.0% | 0.0% | 51 | -1,189 | -2.76% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 39,474 | 1,892 | 1.06% | — | 52 | +39,474 | New | Q4 2025 | Feb 17, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 37,912 | 1,817 | 0.72% | 0.67% | 53 | +3,024 | 8.67% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 37,716 | 1,808 | 0.0% | 0.0% | 54 | +5,689 | 17.76% | Q4 2025 | Feb 11, 2026 |
| ROCKLAND TRUST CO | History | No change | 36,992 | 1,773 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,599 | 1,754 | 0.04% | 0.04% | 56 | -922 | -2.46% | Q4 2025 | Feb 02, 2026 |
| Synergy Investment Management, LLC | History | Added to | 36,320 | 1,740 | 0.62% | 0.51% | 57 | +8,345 | 29.83% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 34,599 | 1,658 | 0.03% | 0.01% | 58 | +24,615 | 246.54% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 31,689 | 1,518 | 0.03% | 0.04% | 59 | -1,913 | -5.69% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 30,893 | 1,480 | 0.0% | 0.0% | 60 | +6,016 | 24.18% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 30,745 | 1,473 | 0.02% | 0.02% | 61 | -18,434 | -37.48% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 27,930 | 1,338 | 0.05% | 0.05% | 62 | +192 | 0.69% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 27,494 | 1,317 | 0.04% | — | 63 | +27,494 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 27,284 | 1,307 | 0.02% | 0.02% | 64 | +4,870 | 21.73% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 27,284 | 1,307 | 0.06% | 0.09% | 65 | -1,060 | -3.74% | Q4 2025 | Feb 12, 2026 |
| GSG Advisors LLC | History | Reduced | 27,163 | 1,302 | 0.34% | 0.54% | 66 | -15,920 | -36.95% | Q4 2025 | Jan 08, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 25,965 | 1,244 | 0.09% | 0.07% | 67 | +3,619 | 16.2% | Q4 2025 | Feb 17, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 23,428 | 1,126 | 0.42% | 0.43% | 68 | -391 | -1.64% | Q4 2025 | Feb 05, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 23,502 | 1,126 | 0.94% | 0.92% | 69 | -122 | -0.52% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 23,018 | 1,103 | 0.02% | 0.11% | 70 | -91,663 | -79.93% | Q4 2025 | Feb 12, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 22,312 | 1,069 | 0.25% | 0.25% | 71 | +83 | 0.37% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,420 | 1,026 | 0.01% | 0.0% | 72 | +8,900 | 71.09% | Q4 2025 | Jan 29, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 20,465 | 980 | 0.58% | 0.61% | 73 | -504 | -2.4% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 19,341 | 927 | 0.0% | 0.0% | 74 | -930 | -4.59% | Q4 2025 | Jan 29, 2026 |
| Platform Technology Partners | History | Reduced | 19,060 | 913 | 0.19% | 0.5% | 75 | -24,861 | -56.6% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 18,860 | 904 | 0.05% | 0.05% | 76 | +575 | 3.14% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,747 | 898 | 0.01% | 0.01% | 77 | +4,372 | 30.41% | Q4 2025 | Jan 29, 2026 |
| Hobart Private Capital, LLC | History | No change | 18,380 | 881 | 0.17% | 0.18% | 78 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 18,351 | 879 | 0.0% | — | 79 | +18,351 | New | Q4 2025 | Mar 25, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,305 | 877 | 0.02% | 0.01% | 80 | +5,625 | 44.36% | Q4 2025 | Feb 09, 2026 |
| Curran Financial Partners, LLC | History | Added to | 17,895 | 857 | 0.16% | 0.14% | 81 | +2,531 | 16.47% | Q4 2025 | Jan 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 17,591 | 843 | 0.03% | — | 82 | +17,591 | New | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 17,527 | 840 | 0.04% | 0.04% | 83 | +126 | 0.72% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | New | 17,141 | 821 | 0.0% | — | 84 | +17,141 | New | Q4 2025 | Feb 17, 2026 |
| Investors Portfolio Services LLC | History | New | 17,044 | 817 | 0.74% | — | 85 | +17,044 | New | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 16,796 | 805 | 0.06% | 0.06% | 86 | +105 | 0.63% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,442 | 788 | 0.0% | 0.0% | 87 | -2,551 | -13.43% | Q4 2025 | Feb 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 16,354 | 785 | 0.66% | 0.59% | 88 | +776 | 4.98% | Q4 2025 | Jan 28, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 16,318 | 782 | 0.33% | 0.33% | 89 | +31 | 0.19% | Q4 2025 | Jan 28, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 15,751 | 755 | 0.52% | 0.51% | 90 | +74 | 0.47% | Q4 2025 | Jan 26, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 15,547 | 745 | 0.34% | 0.35% | 91 | +78 | 0.5% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,423 | 739 | 0.0% | 0.0% | 92 | +9,204 | 148.0% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 15,187 | 727 | 0.01% | 0.01% | 93 | +3,726 | 32.51% | Q4 2025 | Jan 07, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 15,125 | 725 | 0.01% | 0.02% | 94 | -495 | -3.17% | Q4 2025 | Jan 21, 2026 |
| Summit Wealth Partners, LLC | History | No change | 14,401 | 690 | 0.13% | 0.12% | 95 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 14,318 | 686 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 12,552 | 601 | 0.22% | — | 97 | +12,552 | New | Q4 2025 | Feb 05, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 12,362 | 592 | 0.11% | 0.12% | 98 | -1,117 | -8.29% | Q4 2025 | Jan 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,113 | 580 | 0.0% | 0.0% | 99 | -1,961 | -13.93% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 11,665 | 559 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,584 | 555 | 0.01% | 0.01% | 101 | +1,750 | 17.8% | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 11,421 | 547 | 0.01% | 0.01% | 102 | +137 | 1.21% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 11,349 | 544 | 0.03% | 0.03% | 103 | -165 | -1.43% | Q4 2025 | Jan 20, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,674 | 511 | 0.06% | 0.08% | 104 | +891 | 9.11% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10,615 | 508 | 0.01% | 0.01% | 105 | +110 | 1.05% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,594 | 507 | 0.0% | 0.0% | 106 | +777 | 7.91% | Q4 2025 | Feb 12, 2026 |
| Hedeker Wealth, LLC | History | Added to | 9,896 | 474 | 0.1% | 0.1% | 107 | +104 | 1.06% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 9,767 | 468 | 0.0% | 0.0% | 108 | +625 | 6.84% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 9,704 | 465 | 0.02% | 0.02% | 109 | -2,558 | -20.86% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 9,678 | 463 | 0.04% | — | 110 | +9,678 | New | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | New | 9,574 | 458 | 0.03% | — | 111 | +9,574 | New | Q4 2025 | Feb 03, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 9,405 | 451 | 0.13% | 0.15% | 112 | -126 | -1.32% | Q4 2025 | Jan 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,381 | 449 | 0.0% | 0.0% | 113 | +1,835 | 24.32% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 8,911 | 427 | 0.14% | 0.14% | 114 | -9 | -0.1% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,771 | 420 | 0.0% | 0.0% | 115 | +3,129 | 55.46% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 8,743 | 419 | 0.01% | — | 116 | +8,743 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8,620 | 413 | 0.06% | — | 117 | +8,620 | New | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,302 | 397 | 0.01% | 0.01% | 118 | -806 | -8.85% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,073 | 386 | 0.01% | 0.01% | 119 | +419 | 5.47% | Q4 2025 | Jan 09, 2026 |
| Mattern Wealth Management LLC | History | No change | 8,000 | 383 | 0.07% | 0.08% | 120 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,970 | 382 | 0.0% | 0.0% | 121 | -4,037 | -33.62% | Q4 2025 | Jan 30, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 7,630 | 365 | 0.15% | 0.16% | 122 | -57 | -0.74% | Q4 2025 | Jan 16, 2026 |
| Altus Wealth Group LLC | History | Added to | 7,484 | 358 | 0.14% | 0.14% | 123 | +320 | 4.47% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,410 | 355 | 0.01% | 0.01% | 124 | -4,120 | -35.73% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | New | 7,385 | 353 | 0.02% | — | 126 | +7,385 | New | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | New | 7,368 | 353 | 0.01% | — | 125 | +7,368 | New | Q4 2025 | Jan 13, 2026 |
| Elequin Capital, LP | History | Reduced | 7,105 | 340 | 0.03% | 0.08% | 127 | -23,662 | -76.91% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 6,942 | 332 | 0.01% | 0.01% | 128 | -3,291 | -32.16% | Q4 2025 | Jan 30, 2026 |
| Bison Wealth, LLC | History | New | 6,909 | 329 | 0.04% | — | 129 | +6,909 | New | Q4 2025 | Mar 24, 2026 |
| Mariner, LLC | History | New | 6,828 | 327 | 0.0% | — | 130 | +6,828 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | New | 6,683 | 320 | 0.01% | — | 131 | +6,683 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,666 | 319 | 0.0% | 0.0% | 132 | +30 | 0.45% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 6,553 | 314 | 0.0% | 0.0% | 133 | +592 | 9.93% | Q4 2025 | Jan 26, 2026 |
| CRUX WEALTH ADVISORS | History | New | 6,364 | 305 | 0.11% | — | 134 | +6,364 | New | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,100 | 292 | 0.0% | 0.0% | 135 | -400 | -6.15% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,037 | 289 | 0.01% | 0.01% | 136 | +1,103 | 22.36% | Q4 2025 | Jan 28, 2026 |
| Xcel Wealth Management, LLC | History | No change | 6,000 | 287 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 5,987 | 286 | 0.01% | 0.01% | 138 | -659 | -9.92% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 5,840 | 279 | 0.01% | 0.01% | 139 | -985 | -14.43% | Q4 2025 | Jan 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,677 | 272 | 0.01% | 0.01% | 140 | +888 | 18.54% | Q4 2025 | Feb 17, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,570 | 266 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 5,452 | 261 | 0.02% | 0.02% | 142 | +1,242 | 29.5% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,433 | 260 | 0.02% | 0.02% | 143 | +51 | 0.95% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | No change | 5,375 | 257 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 5,235 | 250 | 0.1% | 0.1% | 145 | +79 | 1.53% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,078 | 243 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 4,888 | 234 | 0.07% | 0.07% | 147 | +608 | 14.21% | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 4,900 | 234 | 0.04% | 0.04% | 148 | -100 | -2.0% | Q4 2025 | Jan 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,814 | 230 | 0.08% | 0.11% | 149 | -2,921 | -37.76% | Q4 2025 | Jan 13, 2026 |
| Key FInancial Inc | History | No change | 4,375 | 209 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 4,315 | 206 | 0.05% | 0.08% | 151 | -2,052 | -32.23% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,792 | 181 | 0.01% | 0.0% | 152 | +2,689 | 243.79% | Q4 2025 | Jan 13, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 3,060 | 146 | 0.02% | 0.02% | 153 | -14 | -0.46% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,849 | 136 | 0.01% | 0.01% | 154 | -471 | -14.19% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,802 | 115 | 0.0% | 0.01% | 155 | +1,102 | 8.04% | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,200 | 105 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Camelot Portfolios, LLC | History | New | 2,000 | 95 | 0.06% | — | 157 | +2,000 | New | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | No change | 1,443 | 69 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,392 | 66 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | No change | 1,028 | 49 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 988 | 47 | 0.03% | — | 161 | +988 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 625 | 29 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | No change | 587 | 28 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 582 | 27 | 0.02% | 0.03% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 539 | 25 | 0.0% | 0.0% | 165 | -668 | -55.34% | Q4 2025 | Jan 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 338 | 16 | 0.0% | — | 166 | +338 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 338 | 16 | 0.0% | 0.0% | 167 | +3 | 0.9% | Q4 2025 | Feb 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 214 | 10 | 0.0% | — | 170 | +214 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 228 | 10 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 181 | 8 | 0.0% | — | 171 | +181 | New | Q4 2025 | Feb 03, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 159 | 7 | 0.0% | 0.01% | 174 | -159 | -50.0% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 150 | 7 | 0.0% | — | 173 | +150 | New | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 151 | 7 | 0.0% | 0.0% | 172 | +6 | 4.14% | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | No change | 130 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,622 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -26,359 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,805 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,400 | -100.0% | Q3 2025 | Nov 07, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,310 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -62 | -95.38% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 22, 2026 |