FIRST TRUST EXCHANGE-TRADED FUND - FPX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 657,727 | 107,597 | 0.01% | 0.01% | 1 | -1,855 | -0.28% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 462,771 | 75,704 | 0.02% | 0.02% | 2 | -23,360 | -4.81% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 340,788 | 55,749 | 0.01% | 0.01% | 3 | +11,677 | 3.55% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 189,499 | 31,000 | 0.01% | 0.01% | 4 | +32,827 | 20.95% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 142,485 | 23,309 | 0.0% | 0.0% | 5 | +29,434 | 26.04% | Q4 2025 | Feb 17, 2026 |
| Systelligence, LLC | History | New | 110,426 | 18,064 | 3.44% | — | 6 | +110,426 | New | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 99,641 | 16,302 | 0.02% | 0.02% | 7 | +3,976 | 4.16% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 88,973 | 14,555 | 0.02% | 0.02% | 8 | +534 | 0.6% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 83,663 | 13,686 | 0.01% | 0.02% | 9 | -8,132 | -8.86% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 71,658 | 11,723 | 0.0% | — | 10 | +71,658 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,960 | 10,136 | 0.03% | 0.03% | 11 | +5,510 | 9.76% | Q4 2025 | Feb 05, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 56,430 | 9,232 | 5.0% | 5.77% | 12 | -7,152 | -11.25% | Q4 2025 | Jan 16, 2026 |
| UBS Group AG | History | Reduced | 51,448 | 8,416 | 0.0% | 0.0% | 13 | -933 | -1.78% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,000 | 8,179 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 48,080 | 7,865 | 0.0% | 0.0% | 15 | -29 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 47,791 | 7,818 | 0.02% | 0.02% | 16 | -1,357 | -2.76% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 44,458 | 7,283 | 0.0% | 0.0% | 17 | +9,563 | 27.41% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 37,449 | 6,126 | 0.09% | — | 18 | +37,449 | New | Q4 2025 | Feb 09, 2026 |
| OneAscent Financial Services LLC | History | New | 36,118 | 5,908 | 0.54% | — | 19 | +36,118 | New | Q4 2025 | Feb 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 34,807 | 5,765 | 1.68% | 2.02% | 20 | -768 | -2.16% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 33,034 | 5,404 | 0.02% | 0.03% | 21 | -8,818 | -21.07% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 32,243 | 5,274 | 0.01% | 0.01% | 22 | -464 | -1.42% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,157 | 5,096 | 0.0% | 0.0% | 23 | +5,202 | 20.04% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,601 | 4,842 | 0.1% | 0.11% | 24 | +930 | 3.24% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 28,282 | 4,626 | 0.03% | 0.03% | 25 | +2,011 | 7.65% | Q4 2025 | Jan 29, 2026 |
| Worthington Financial Partners, LLC | History | New | 25,275 | 4,134 | 3.66% | — | 26 | +25,275 | New | Q4 2025 | Mar 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,904 | 4,074 | 0.0% | 0.01% | 27 | -2,116 | -7.83% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,509 | 3,979 | 0.01% | 0.01% | 28 | -1,997 | -7.83% | Q4 2025 | Jan 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 22,853 | 3,738 | 0.4% | 0.44% | 29 | -1,399 | -5.77% | Q4 2025 | Jan 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,546 | 3,404 | 0.08% | 0.09% | 30 | +161 | 0.79% | Q4 2025 | Jan 28, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 20,338 | 3,327 | 1.32% | 1.45% | 31 | +31 | 0.15% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,315 | 3,159 | 0.01% | 0.01% | 32 | +3,524 | 22.32% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 18,707 | 3,060 | 0.14% | 0.18% | 33 | -1,720 | -8.42% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 18,438 | 3,016 | 0.32% | 0.34% | 34 | -345 | -1.84% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 17,693 | 2,894 | 0.13% | 0.12% | 35 | +1,465 | 9.03% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,262 | 2,823 | 0.01% | 0.01% | 36 | -375 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 16,778 | 2,744 | 0.0% | 0.0% | 37 | -479 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 16,274 | 2,662 | 0.28% | 0.29% | 38 | +23 | 0.14% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,269 | 2,661 | 0.03% | 0.01% | 39 | +13,252 | 439.24% | Q4 2025 | Jan 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 15,039 | 2,460 | 0.36% | 0.38% | 40 | -308 | -2.01% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,304 | 2,339 | 0.0% | — | 41 | +14,304 | New | Q4 2025 | Mar 25, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,729 | 2,245 | 0.02% | 0.01% | 42 | +1,686 | 14.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,270 | 2,007 | 0.0% | 0.0% | 43 | +1,909 | 18.42% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,995 | 1,962 | 0.01% | 0.01% | 44 | +367 | 3.16% | Q4 2025 | Feb 12, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 11,622 | 1,901 | 0.7% | 0.8% | 45 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 11,293 | 1,847 | 0.04% | 0.04% | 46 | -284 | -2.45% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 10,823 | 1,770 | 0.02% | 0.02% | 47 | -338 | -3.03% | Q4 2025 | Feb 05, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 9,682 | 1,583 | 0.2% | 0.22% | 48 | +732 | 8.18% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,155 | 1,497 | 0.0% | 0.0% | 49 | -84 | -0.91% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 8,468 | 1,375 | 0.04% | 0.04% | 50 | -757 | -8.21% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,338 | 1,364 | 0.0% | 0.0% | 51 | +1,589 | 23.54% | Q4 2025 | Feb 10, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 8,019 | 1,311 | 0.37% | 0.39% | 52 | +52 | 0.65% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,959 | 1,301 | 0.0% | 0.0% | 53 | +2 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,926 | 1,296 | 0.0% | 0.0% | 54 | -2,666 | -25.17% | Q4 2025 | Feb 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,714 | 1,261 | 0.14% | — | 55 | +7,714 | New | Q4 2025 | Feb 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 7,691 | 1,258 | 0.61% | 0.64% | 56 | -308 | -3.85% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 7,633 | 1,248 | 0.06% | 0.08% | 57 | +2,407 | 46.06% | Q4 2025 | Feb 17, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 7,271 | 1,189 | 0.7% | 0.71% | 58 | +240 | 3.41% | Q4 2025 | Jan 14, 2026 |
| Patten Group, Inc. | History | Added to | 7,113 | 1,163 | 0.22% | 0.13% | 59 | +3,006 | 73.19% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,908 | 1,130 | 0.03% | 0.03% | 60 | +23 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 6,777 | 1,108 | 0.0% | 0.0% | 61 | -611 | -8.27% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 6,594 | 1,078 | 0.71% | 0.78% | 62 | -270 | -3.93% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,546 | 1,070 | 0.01% | 0.02% | 63 | +327 | 5.26% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 6,486 | 1,061 | 0.0% | 0.0% | 64 | +481 | 8.01% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 6,200 | 1,014 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 6,007 | 982 | 0.15% | 0.23% | 66 | -1,482 | -19.79% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,937 | 971 | 0.01% | 0.01% | 67 | -213 | -3.46% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 5,579 | 912 | 0.07% | 0.07% | 68 | +276 | 5.2% | Q4 2025 | Jan 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 5,309 | 868 | 0.03% | 0.04% | 69 | -255 | -4.58% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | Reduced | 5,274 | 862 | 0.16% | 0.18% | 70 | -626 | -10.61% | Q4 2025 | Jan 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,253 | 859 | 0.04% | 0.03% | 71 | -565 | -9.71% | Q4 2025 | Feb 17, 2026 |
| RDA Financial Network | History | Reduced | 5,017 | 820 | 0.2% | 0.21% | 72 | -35 | -0.69% | Q4 2025 | Jan 06, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,658 | 790 | 0.18% | 0.24% | 74 | -1,216 | -20.7% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,826 | 790 | 0.01% | 0.01% | 73 | -92 | -1.87% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 4,670 | 763 | 0.02% | — | 75 | +4,670 | New | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,514 | 739 | 0.02% | 0.02% | 76 | +222 | 5.17% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | No change | 4,300 | 712 | 0.02% | 0.03% | 77 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 4,324 | 707 | 0.01% | 0.01% | 78 | -330 | -7.09% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,193 | 685 | 0.04% | 0.04% | 79 | -34 | -0.8% | Q4 2025 | Feb 05, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 4,151 | 679 | 0.49% | 0.51% | 80 | -8 | -0.19% | Q4 2025 | Jan 27, 2026 |
| PFG Advisors | History | New | 3,950 | 646 | 0.03% | — | 81 | +3,950 | New | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 3,892 | 636 | 0.01% | 0.01% | 82 | +120 | 3.18% | Q4 2025 | Mar 12, 2026 |
| Concentrum Wealth Management | History | Reduced | 3,857 | 630 | 0.18% | 0.23% | 83 | -850 | -18.06% | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Added to | 3,797 | 621 | 0.0% | 0.0% | 84 | +161 | 4.43% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 3,708 | 606 | 0.18% | 0.16% | 85 | +600 | 19.31% | Q4 2025 | Jan 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,521 | 576 | 0.01% | 0.01% | 86 | -101 | -2.79% | Q4 2025 | Feb 03, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,458 | 565 | 0.01% | 0.01% | 87 | +562 | 19.41% | Q4 2025 | Jan 26, 2026 |
| Legacy Trust | History | No change | 3,329 | 544 | 0.1% | 0.11% | 88 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 3,256 | 532 | 0.21% | 0.22% | 89 | -119 | -3.53% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 3,247 | 531 | 0.11% | 0.13% | 90 | +238 | 7.91% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 3,221 | 526 | 0.04% | 0.02% | 91 | +1,644 | 104.25% | Q4 2025 | Feb 12, 2026 |
| Rubicon Advisors, GP | History | New | 3,198 | 523 | 0.48% | — | 92 | +3,198 | New | Q4 2025 | Mar 09, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 3,139 | 513 | 0.43% | 0.47% | 93 | -341 | -9.8% | Q4 2025 | Jan 20, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 2,959 | 484 | 0.11% | — | 94 | +2,959 | New | Q4 2025 | Mar 23, 2026 |
| Vise Technologies, Inc. | History | New | 2,806 | 458 | 0.01% | — | 95 | +2,806 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,738 | 447 | 0.0% | 0.0% | 96 | +139 | 5.35% | Q4 2025 | Mar 16, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 2,734 | 447 | 0.1% | 0.11% | 97 | +3 | 0.11% | Q4 2025 | Feb 05, 2026 |
| October Effect Ltd | History | No change | 2,736 | 447 | 0.49% | 0.5% | 98 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | No change | 2,722 | 445 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Accredited Investors Inc. | History | No change | 2,649 | 433 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,644 | 432 | 0.0% | 0.0% | 101 | +1 | 0.04% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,590 | 423 | 0.0% | 0.0% | 102 | -237 | -8.38% | Q4 2025 | Feb 18, 2026 |
| Pure Financial Advisors, LLC | History | No change | 2,580 | 422 | 0.08% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,425 | 396 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 2,407 | 393 | 0.28% | 0.29% | 105 | -9 | -0.37% | Q4 2025 | Jan 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,395 | 391 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Family Capital Management, Inc. | History | No change | 2,327 | 380 | 0.17% | 0.18% | 107 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Intrua Financial, LLC | History | No change | 2,318 | 379 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 2,268 | 370 | 0.02% | 0.04% | 109 | -1,828 | -44.63% | Q4 2025 | Jan 15, 2026 |
| COMMERCE BANK | History | No change | 2,200 | 359 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 2,191 | 358 | 0.0% | 0.0% | 111 | +1 | 0.05% | Q4 2025 | Jan 26, 2026 |
| Mosley Wealth Management | History | New | 2,126 | 356 | 0.16% | — | 112 | +2,126 | New | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 2,173 | 355 | 0.02% | 0.02% | 113 | -77 | -3.42% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,164 | 354 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | No change | 2,129 | 348 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Purus Wealth Management, LLC | History | No change | 2,090 | 341 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,050 | 335 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,011 | 329 | 0.0% | 0.0% | 118 | -1 | -0.05% | Q4 2025 | Feb 10, 2026 |
| Belvedere Trading LLC | History | New | 2,000 | 327 | 0.0% | — | 119 | +2,000 | New | Q4 2025 | Feb 10, 2026 |
| Bawa N Mallick Trust | History | No change | 2,000 | 327 | 0.12% | 0.13% | 120 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,996 | 326 | 0.0% | — | 121 | +1,996 | New | Q4 2025 | Feb 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 1,930 | 315 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arrowroot Family Office, LLC | History | No change | 1,855 | 303 | 0.11% | 0.12% | 123 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 1,803 | 294 | 0.0% | 0.0% | 124 | +20 | 1.12% | Q4 2025 | Feb 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 1,780 | 293 | 0.38% | 0.47% | 125 | -72 | -3.89% | Q4 2025 | Jan 07, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,772 | 289 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,716 | 281 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Smart Portfolios, LLC | History | Reduced | 1,670 | 273 | 0.27% | 0.28% | 128 | -55 | -3.19% | Q4 2025 | Jan 30, 2026 |
| Cannon Advisors, Inc. | History | Added to | 1,508 | 252 | 0.18% | 0.17% | 129 | +2 | 0.13% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 1,516 | 247 | 0.0% | 0.01% | 130 | -24 | -1.56% | Q4 2025 | Feb 13, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 1,481 | 242 | 0.12% | 0.14% | 131 | -367 | -19.86% | Q4 2025 | Feb 05, 2026 |
| Accel Wealth Management | History | Added to | 1,435 | 234 | 0.06% | 0.07% | 132 | +27 | 1.92% | Q4 2025 | Jan 20, 2026 |
| tru Independence LLC | History | Added to | 1,430 | 233 | 0.06% | 0.06% | 133 | +2 | 0.14% | Q4 2025 | Jan 22, 2026 |
| Sun Financial Inc | History | New | 1,410 | 230 | 0.13% | — | 134 | +1,410 | New | Q4 2025 | Feb 02, 2026 |
| Midwest Trust Co | History | Reduced | 1,402 | 229 | 0.0% | 0.0% | 136 | -25 | -1.75% | Q4 2025 | Feb 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,404 | 229 | 0.0% | 0.0% | 135 | +1 | 0.07% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,378 | 225 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,372 | 224 | 0.0% | — | 138 | +1,372 | New | Q4 2025 | Feb 05, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 1,333 | 218 | 0.16% | 0.17% | 139 | +2 | 0.15% | Q4 2025 | Jan 12, 2026 |
| Wiser Advisor Group LLC | History | Added to | 1,330 | 217 | 0.25% | 0.27% | 140 | +2 | 0.15% | Q4 2025 | Feb 09, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,313 | 214 | 0.01% | 0.01% | 141 | +1 | 0.08% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,307 | 213 | 0.0% | 0.0% | 142 | -1,377 | -51.3% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | New | 1,306 | 213 | 0.04% | — | 143 | +1,306 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,296 | 212 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 1,294 | 211 | 0.03% | 0.03% | 145 | +61 | 4.95% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | New | 1,262 | 206 | 0.02% | — | 146 | +1,262 | New | Q4 2025 | Jan 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,232 | 201 | 0.01% | 0.01% | 147 | -180 | -12.75% | Q4 2025 | Jan 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,235 | 201 | 0.0% | 0.0% | 148 | +1 | 0.08% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,205 | 197 | 0.01% | 0.02% | 149 | +2 | 0.17% | Q4 2025 | Jan 29, 2026 |
| Smithfield Trust Co | History | No change | 1,067 | 175 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 950 | 155 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 926 | 151 | 0.0% | 0.02% | 152 | -7,318 | -88.77% | Q4 2025 | Jan 23, 2026 |
| CITY HOLDING CO | History | Reduced | 890 | 145 | 0.02% | 0.02% | 153 | -10 | -1.11% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 865 | 141 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 830 | 135 | 0.01% | 0.01% | 155 | -2 | -0.24% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 760 | 124 | 0.0% | 0.0% | 156 | +1 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | New | 638 | 104 | 0.0% | — | 158 | +638 | New | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 638 | 104 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 588 | 96 | 0.0% | 0.0% | 159 | +352 | 149.15% | Q4 2025 | Feb 11, 2026 |
| Luken Investment Analytics, LLC | History | No change | 565 | 92 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 533 | 87 | 0.0% | 0.0% | 161 | +93 | 21.14% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 525 | 85 | 0.01% | — | 163 | +525 | New | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 519 | 85 | 0.0% | — | 162 | +519 | New | Q4 2025 | Jan 21, 2026 |
| Costello Asset Management, INC | History | Reduced | 441 | 72 | 0.02% | 0.03% | 164 | -103 | -18.93% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | No change | 410 | 67 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 400 | 65 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | Added to | 368 | 60 | 0.0% | 0.0% | 167 | +1 | 0.27% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 350 | 59 | 0.0% | — | 168 | +350 | New | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 350 | 57 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 342 | 56 | 0.0% | 0.0% | 170 | -450 | -56.82% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 274 | 44 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Osbon Capital Management LLC | History | New | 261 | 42 | 0.04% | — | 172 | +261 | New | Q4 2025 | Mar 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 228 | 37 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 230 | 37 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 200 | 32 | 0.0% | 0.0% | 175 | -155 | -43.66% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 183 | 29 | 0.0% | 0.0% | 176 | -1 | -0.54% | Q4 2025 | Jan 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 175 | 28 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 177 | 28 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 167 | 27 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 150 | 24 | 0.01% | 0.01% | 181 | -80 | -34.78% | Q4 2025 | Feb 18, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 150 | 24 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 114 | 18 | 0.0% | 0.0% | 182 | -78 | -40.63% | Q4 2025 | Jan 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 99 | 16 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | No change | 100 | 16 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MAI Capital Management | History | Added to | 95 | 15 | 0.0% | 0.0% | 185 | +25 | 35.71% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 95 | 15 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | New | 91 | 14 | 0.0% | — | 187 | +91 | New | Q4 2025 | Feb 02, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 86 | 14 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 70 | 11 | 0.0% | 0.0% | 189 | -4 | -5.41% | Q4 2025 | Feb 03, 2026 |
| Kozak & Associates, Inc. | History | No change | 63 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cresta Advisors, Ltd. | History | New | 53 | 8 | 0.0% | — | 191 | +53 | New | Q4 2025 | Feb 03, 2026 |
| Motiv8 Investments LLC | History | New | 46 | 8 | 0.0% | — | 192 | +46 | New | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 27 | 4 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SWAN Capital LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 21 | 3 | 0.0% | 0.0% | 195 | +5 | 31.25% | Q4 2025 | Jan 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caitlin John, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -5,973 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,041 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -2,033 | -100.0% | Q3 2025 | Oct 10, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,503 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clarus Wealth Advisors | History | Closed out | 0 | 0 | — | 0.11% | — | -1,474 | -100.0% | Q3 2025 | Oct 06, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,311 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,298 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,298 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -1,293 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STOCK YARDS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -1,290 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,206 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -473 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -384 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -330 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -170 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2 | 0 | — | 0.0% | — | -18 | -90.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kingdom Financial Group LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 02, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |