FIRST TRUST EXCHANGE-TRADED FUND III - FPEI
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 | No change | 19,791,490 | 381,777 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 9,981,464 | 192,542 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,014,221 | 116,014 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,319,825 | 102,620 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,503,954 | 86,881 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 2,410,152 | 44,684 | 2.2% | 2.32% | 6 | +36,199 | 1.52% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,268,729 | 43,763 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,073,078 | 39,989 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montis Financial, LLC | History | Added to | 1,936,243 | 35,704 | 7.37% | 7.51% | 9 | +32,385 | 1.7% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,700,588 | 32,804 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,730,758 | 31,915 | 0.04% | 0.04% | 11 | +125,423 | 7.81% | Q3 2026 | Oct 30, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 1,261,093 | 24,326 | 2.23% | 2.23% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,259,000 | 24,286 | 1.41% | 1.41% | 13 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Annex Advisory Services, LLC | History | Added to | 1,217,165 | 22,444 | 0.37% | 0.38% | 14 | +70,956 | 6.19% | Q3 2026 | Oct 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 953,450 | 17,581 | 0.2% | 0.23% | 15 | -44,085 | -4.42% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 770,219 | 14,857 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 704,375 | 13,587 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 632,338 | 12,197 | 1.24% | 1.24% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex LLC | History | Reduced | 641,282 | 11,825 | 1.79% | 1.9% | 19 | -6,521 | -1.01% | Q3 2026 | Oct 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 639,471 | 11,791 | 2.54% | 2.65% | 20 | +16,448 | 2.64% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 544,884 | 10,510 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 531,455 | 9,800 | 0.27% | 0.25% | 22 | +77,591 | 17.1% | Q3 2026 | Oct 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 499,253 | 9,630 | 0.2% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McAdam, LLC | History | Reduced | 494,468 | 9,117 | 0.34% | 0.4% | 24 | -44,613 | -8.28% | Q3 2026 | Oct 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 470,809 | 9,081 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy CG, LLC | History | Added to | 473,219 | 8,726 | 2.2% | 2.13% | 26 | +41,451 | 9.6% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 399,891 | 7,703 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 374,719 | 6,909 | 2.3% | 1.98% | 28 | +1,782 | 0.48% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 355,978 | 6,867 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 363,507 | 6,703 | 0.01% | 0.01% | 30 | +36,832 | 11.27% | Q3 2026 | Nov 02, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 343,661 | 6,629 | 3.24% | 3.24% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | Added to | 357,913 | 6,614 | 0.09% | 0.1% | 32 | +1,368 | 0.38% | Q3 2026 | Nov 04, 2026 |
| Key FInancial Inc | History | Reduced | 353,092 | 6,511 | 1.06% | 1.16% | 33 | -15,177 | -4.12% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 332,355 | 6,411 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 321,781 | 5,933 | 0.01% | 0.01% | 35 | -57,174 | -15.09% | Q3 2026 | Nov 02, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 295,710 | 5,704 | 1.71% | 1.71% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Synergy Investment Management, LLC | History | No change | 282,341 | 5,446 | 1.32% | 1.32% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 273,082 | 5,035 | 0.92% | 1.01% | 38 | -5,315 | -1.91% | Q3 2026 | Oct 20, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 210,613 | 4,062 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 207,958 | 4,011 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 216,817 | 3,998 | 0.37% | 0.41% | 41 | +13,242 | 6.5% | Q3 2026 | Oct 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 182,028 | 3,511 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Private Advisor Group, LLC | History | No change | 180,264 | 3,477 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | New | 186,150 | 3,432 | 0.06% | — | 44 | +186,150 | New | Q3 2026 | Oct 28, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 184,753 | 3,406 | 0.9% | 0.95% | 45 | +3,480 | 1.92% | Q3 2026 | Nov 04, 2026 |
| Merit Financial Group, LLC | History | No change | 175,242 | 3,380 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 172,426 | 3,326 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Added to | 177,767 | 3,278 | 0.69% | 0.52% | 48 | +45,945 | 34.85% | Q3 2026 | Oct 27, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 155,197 | 2,993 | 1.24% | 1.24% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 147,412 | 2,718 | 1.01% | 1.02% | 50 | +22,657 | 18.16% | Q3 2026 | Oct 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 138,259 | 2,667 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1776 Wealth LLC | History | No change | 124,420 | 2,400 | 0.85% | 0.85% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 125,234 | 2,309 | 1.49% | 1.4% | 53 | +5,863 | 4.91% | Q3 2026 | Oct 07, 2026 |
| Focus Partners Wealth | History | No change | 118,267 | 2,281 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Veridan Wealth LLC | History | No change | 117,893 | 2,274 | 0.77% | 0.77% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELCH & FORBES LLC | History | Reduced | 123,087 | 2,269 | 0.03% | 0.03% | 56 | -728 | -0.59% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 112,293 | 2,166 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 111,354 | 2,148 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keebeck Wealth Management | History | No change | 109,750 | 2,117 | 0.21% | 0.21% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 106,353 | 2,051 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Added to | 109,771 | 2,024 | 0.05% | 0.04% | 61 | +27,802 | 33.92% | Q3 2026 | Oct 23, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 106,105 | 1,956 | 0.63% | 0.64% | 62 | +2,574 | 2.49% | Q3 2026 | Nov 03, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 101,592 | 1,879 | 0.43% | 0.47% | 63 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 101,534 | 1,872 | 1.01% | 0.89% | 64 | +18,775 | 22.69% | Q3 2026 | Oct 08, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 98,530 | 1,816 | 0.16% | 0.18% | 65 | -4,469 | -4.34% | Q3 2026 | Oct 19, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 84,552 | 1,559 | 0.03% | 0.04% | 66 | -5,051 | -5.64% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 78,896 | 1,521 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walker Asset Management, LLC | History | Added to | 75,716 | 1,396 | 0.71% | 0.74% | 68 | +4 | 0.01% | Q3 2026 | Oct 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 74,589 | 1,375 | 0.65% | 0.66% | 69 | +4,410 | 6.28% | Q3 2026 | Oct 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 70,800 | 1,365 | 0.25% | 0.25% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 73,970 | 1,364 | 0.03% | 0.03% | 71 | +6,534 | 9.69% | Q3 2026 | Oct 22, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 69,006 | 1,331 | 0.49% | 0.49% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 68,237 | 1,316 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 70,366 | 1,297 | 0.79% | 0.8% | 74 | +3,320 | 4.95% | Q3 2026 | Nov 03, 2026 |
| Platform Technology Partners | History | Added to | 66,986 | 1,235 | 0.2% | 0.21% | 75 | +971 | 1.47% | Q3 2026 | Nov 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 63,312 | 1,221 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 65,698 | 1,211 | 0.06% | 0.06% | 77 | +9,268 | 16.42% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 56,662 | 1,093 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 55,446 | 1,069 | 0.44% | 0.44% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 57,290 | 1,056 | 0.14% | 0.14% | 80 | +1,043 | 1.85% | Q3 2026 | Nov 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 53,177 | 1,025 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 55,359 | 1,020 | 0.01% | 0.01% | 82 | +1,132 | 2.09% | Q3 2026 | Oct 30, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 54,431 | 1,003 | 0.1% | 0.08% | 83 | +10,678 | 24.41% | Q3 2026 | Oct 27, 2026 |
| &PARTNERS | History | No change | 51,869 | 1,000 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 51,817 | 999 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 54,110 | 997 | 0.01% | 0.02% | 86 | -299 | -0.55% | Q3 2026 | Oct 27, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 52,886 | 975 | 0.23% | 0.21% | 87 | +7,358 | 16.16% | Q3 2026 | Oct 29, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Added to | 51,608 | 951 | 1.43% | 1.41% | 88 | +525 | 1.03% | Q3 2026 | Oct 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 51,485 | 949 | 0.1% | 0.12% | 89 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 50,325 | 927 | 0.18% | 0.19% | 90 | +917 | 1.86% | Q3 2026 | Oct 16, 2026 |
| Western Wealth Management, LLC | History | No change | 47,963 | 925 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 47,928 | 924 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 50,017 | 922 | 0.02% | 0.01% | 93 | +8,287 | 19.86% | Q3 2026 | Oct 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 49,282 | 908 | 0.06% | 0.07% | 94 | +472 | 0.97% | Q3 2026 | Oct 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 47,702 | 879 | 0.03% | 0.02% | 95 | +21,897 | 84.86% | Q3 2026 | Oct 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 44,806 | 864 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 44,408 | 856 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 43,549 | 840 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 42,959 | 828 | 0.19% | 0.19% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 42,845 | 826 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 43,138 | 795 | 0.0% | 0.0% | 101 | +1,230 | 2.94% | Q3 2026 | Oct 21, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 42,799 | 789 | 0.31% | 0.35% | 102 | -3,599 | -7.76% | Q3 2026 | Oct 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 42,194 | 778 | 0.01% | 0.01% | 103 | +3,937 | 10.29% | Q3 2026 | Oct 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 39,072 | 753 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 38,603 | 744 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 35,599 | 686 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 34,974 | 674 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 36,001 | 663 | 0.07% | — | 108 | +36,001 | New | Q3 2026 | Oct 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 34,306 | 661 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 35,715 | 658 | 0.38% | 0.3% | 110 | +8,350 | 30.51% | Q3 2026 | Nov 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 34,040 | 656 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,472 | 654 | 0.0% | 0.0% | 112 | +2,465 | 7.47% | Q3 2026 | Nov 02, 2026 |
| Kovack Advisors, Inc. | History | No change | 33,878 | 653 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 35,173 | 651 | 0.0% | — | 114 | +35,173 | New | Q3 2026 | Oct 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 35,000 | 645 | 0.0% | 0.0% | 115 | -11,114 | -24.1% | Q3 2026 | Oct 28, 2026 |
| VIAWEALTH, LLC | History | No change | 33,152 | 639 | 0.32% | 0.32% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 31,804 | 613 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 31,277 | 603 | 0.38% | 0.38% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 31,829 | 586 | 0.16% | 0.18% | 119 | +421 | 1.34% | Q3 2026 | Oct 07, 2026 |
| SlateStone Wealth, LLC | History | No change | 30,000 | 579 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Forum Private Client Group LLC | History | No change | 29,889 | 576 | 0.17% | 0.17% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 31,046 | 572 | 0.01% | 0.02% | 122 | -19,528 | -38.61% | Q3 2026 | Nov 03, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 30,928 | 570 | 0.06% | 0.06% | 123 | +5,150 | 19.98% | Q3 2026 | Oct 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 29,716 | 549 | 0.04% | 0.07% | 125 | -16,782 | -36.09% | Q3 2026 | Oct 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 28,485 | 549 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 28,311 | 546 | 0.11% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 29,598 | 545 | 0.17% | 0.17% | 127 | +198 | 0.67% | Q3 2026 | Oct 15, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 26,958 | 520 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 26,953 | 497 | 0.0% | 0.0% | 129 | +6,777 | 33.59% | Q3 2026 | Oct 15, 2026 |
| Financial Partners Group, Inc | History | No change | 26,759 | 493 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Summit Wealth Partners, LLC | History | No change | 25,072 | 483 | 0.07% | 0.07% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 25,093 | 462 | 0.31% | 0.45% | 132 | -8,874 | -26.13% | Q3 2026 | Oct 14, 2026 |
| BXM Wealth LLC | History | No change | 25,000 | 461 | 0.25% | 0.26% | 133 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 24,925 | 459 | 0.01% | 0.01% | 134 | -60 | -0.24% | Q3 2026 | Oct 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,633 | 455 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 24,000 | 442 | 0.26% | 0.33% | 136 | -4,400 | -15.49% | Q3 2026 | Nov 03, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 302 | 407 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 21,896 | 403 | 0.06% | 0.13% | 138 | -24,814 | -53.12% | Q3 2026 | Oct 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 20,936 | 403 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 19,992 | 385 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 20,585 | 379 | 0.07% | 0.07% | 141 | +1,727 | 9.16% | Q3 2026 | Oct 21, 2026 |
| Wealth Management Associates, Inc. | History | No change | 18,964 | 365 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 19,569 | 360 | 0.09% | 0.1% | 143 | -392 | -1.96% | Q3 2026 | Oct 19, 2026 |
| Maia Wealth LLC | History | Reduced | 19,373 | 357 | 0.05% | 0.06% | 144 | -2,830 | -12.75% | Q3 2026 | Oct 19, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 18,499 | 356 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 19,104 | 352 | 0.02% | 0.01% | 146 | +8,050 | 72.82% | Q3 2026 | Oct 30, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 18,227 | 351 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 18,920 | 348 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| XP Advisory US, Inc. | History | No change | 18,046 | 348 | 0.19% | 0.19% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Harvest Investment Services, LLC | History | No change | 18,000 | 347 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 18,590 | 342 | 0.02% | 0.02% | 151 | -224 | -1.19% | Q3 2026 | Oct 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,518 | 337 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 18,241 | 336 | 0.15% | 0.09% | 153 | +7,753 | 73.92% | Q3 2026 | Oct 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 18,163 | 334 | 0.01% | 0.01% | 154 | -1,006 | -5.25% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,232 | 332 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 17,011 | 328 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 16,691 | 321 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,317 | 319 | 0.0% | 0.0% | 158 | +1,259 | 7.84% | Q3 2026 | Oct 26, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 17,181 | 316 | 0.12% | 0.09% | 159 | +6,120 | 55.33% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 16,304 | 314 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 16,957 | 312 | 0.01% | 0.01% | 161 | +106 | 0.63% | Q3 2026 | Oct 30, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 16,393 | 302 | 0.26% | 0.27% | 162 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 15,540 | 299 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 14,033 | 270 | 1.93% | 1.93% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 14,011 | 270 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advance Capital Management, Inc. | History | No change | 13,771 | 265 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,027 | 258 | 0.0% | 0.0% | 167 | +1,431 | 11.36% | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,682 | 252 | 0.02% | 0.02% | 168 | +1,698 | 14.17% | Q3 2026 | Oct 20, 2026 |
| Encompass More Asset Management | History | New | 13,475 | 248 | 0.03% | — | 169 | +13,475 | New | Q3 2026 | Oct 16, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 12,743 | 245 | 0.13% | 0.13% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 12,200 | 235 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 12,636 | 233 | 0.01% | 0.01% | 172 | -2,119 | -14.36% | Q3 2026 | Oct 20, 2026 |
| Mutual Advisors, LLC | History | No change | 11,750 | 226 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 11,761 | 226 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,247 | 225 | 0.0% | — | 175 | +12,247 | New | Q3 2026 | Oct 16, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 11,997 | 221 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 11,393 | 219 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 10,995 | 212 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,973 | 211 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 10,973 | 211 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Reduced | 11,340 | 209 | 0.05% | 0.05% | 181 | -813 | -6.69% | Q3 2026 | Oct 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,427 | 201 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concentrum Wealth Management | History | No change | 10,320 | 199 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | No change | 10,305 | 198 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| G&S Capital LLC | History | New | 10,520 | 193 | 0.06% | — | 185 | +10,520 | New | Q3 2026 | Oct 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 10,438 | 192 | 0.0% | — | 186 | +10,438 | New | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,244 | 188 | 0.01% | 0.01% | 187 | -1,603 | -13.53% | Q3 2026 | Nov 02, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 10,011 | 184 | 0.11% | 0.12% | 188 | -416 | -3.99% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,825 | 125 | 0.0% | 0.0% | 189 | +5,603 | 458.51% | Q3 2026 | Oct 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 6,043 | 116 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,538 | 107 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 3,448 | 63 | 0.0% | — | 192 | +3,448 | New | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,013 | 58 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paladin Advisory Group, LLC | History | No change | 2,607 | 50 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 2,493 | 48 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2,029 | 39 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colonial Trust Co / SC | History | No change | 1,900 | 36 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,500 | 27 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,437 | 27 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 1,208 | 23 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,104 | 21 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Independent Advisors | History | New | 1,100 | 20 | 0.0% | — | 202 | +1,100 | New | Q3 2026 | Nov 03, 2026 |
| Burnham & Co LLC | History | No change | 1,000 | 19 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 930 | 17 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 724 | 13 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | No change | 622 | 11 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 559 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 500 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 447 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Park Place Capital Corp | History | No change | 299 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 250 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 158 | 2 | 0.0% | — | 212 | +158 | New | Q3 2026 | Oct 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 76 | 1 | 0.0% | — | 215 | +76 | New | Q3 2026 | Oct 08, 2026 |
| GK Wealth Management LLC | History | New | 76 | 1 | 0.0% | — | 216 | +76 | New | Q3 2026 | Oct 09, 2026 |
| Rossby Financial, LCC | History | No change | 52 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -194,637 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Flavin Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -39,264 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -32,600 | -100.0% | Q3 2026 | Oct 22, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.13% | — | -16,643 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2026 | Oct 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 51 | 0 | — | — | — | +11 | 27.5% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 15 | 0 | — | — | — | +1 | 7.14% | Q3 2026 | Oct 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |