FIRST TRUST EXCHANGE-TRADED FUND - FPX
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 | Reduced | 603,103 | 95,778 | 0.01% | 0.01% | 1 | -54,624 | -8.3% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 423,848 | 67,311 | 0.02% | 0.02% | 2 | -38,923 | -8.41% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 334,974 | 53,197 | 0.01% | 0.01% | 3 | -5,814 | -1.71% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 204,237 | 32,434 | 0.0% | 0.0% | 4 | +61,752 | 43.34% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 179,649 | 28,530 | 0.01% | 0.01% | 5 | -9,850 | -5.2% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 112,977 | 17,941 | 0.0% | 0.0% | 6 | +41,319 | 57.66% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | Reduced | 101,920 | 16,185 | 3.15% | 3.44% | 7 | -8,506 | -7.7% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 91,342 | 14,507 | 0.02% | 0.02% | 8 | -8,299 | -8.33% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 86,687 | 13,766 | 0.01% | 0.01% | 9 | +3,024 | 3.61% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 83,399 | 13,244 | 0.02% | 0.02% | 10 | -5,574 | -6.26% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 62,829 | 9,978 | 0.03% | 0.03% | 11 | +869 | 1.4% | Q1 2026 | Apr 30, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 58,822 | 9,341 | 4.8% | 5.0% | 12 | +2,392 | 4.24% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 57,752 | 9,171 | 0.0% | 0.0% | 13 | +6,304 | 12.25% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 52,603 | 8,352 | 0.0% | 0.0% | 14 | +8,145 | 18.32% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 52,426 | 8,325 | 0.0% | 0.0% | 15 | +4,346 | 9.04% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,808 | 7,592 | 0.0% | 0.0% | 16 | +16,651 | 53.44% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 47,107 | 7,481 | 0.02% | 0.02% | 17 | -684 | -1.43% | Q1 2026 | Apr 22, 2026 |
| Ethos Financial Group, LLC | History | New | 45,500 | 7,225 | 0.53% | — | 18 | +45,500 | New | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 40,819 | 6,482 | 0.01% | 0.01% | 19 | +8,576 | 26.6% | Q1 2026 | Apr 27, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 40,613 | 6,450 | 1.21% | 1.32% | 20 | +20,275 | 99.69% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 35,894 | 5,700 | 0.31% | 0.54% | 21 | -224 | -0.62% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 35,067 | 5,569 | 1.4% | 1.68% | 22 | +260 | 0.75% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34,648 | 5,502 | 0.08% | 0.1% | 23 | +5,047 | 17.05% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 30,246 | 4,803 | 0.03% | 0.03% | 24 | +1,964 | 6.94% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 26,977 | 4,284 | 0.02% | 0.02% | 25 | -6,057 | -18.34% | Q1 2026 | Jun 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,124 | 3,989 | 0.0% | 0.0% | 26 | +220 | 0.88% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 24,630 | 3,911 | 0.02% | 0.01% | 27 | +12,635 | 105.34% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 24,531 | 3,895 | 0.0% | 0.0% | 28 | +7,753 | 46.21% | Q1 2026 | May 13, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 23,624 | 3,751 | 3.22% | 3.66% | 29 | -1,651 | -6.53% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,432 | 3,403 | 0.01% | 0.01% | 30 | +4,170 | 24.16% | Q1 2026 | Apr 30, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 20,648 | 3,279 | 0.36% | 0.4% | 31 | -2,205 | -9.65% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,581 | 3,109 | 0.01% | 0.01% | 32 | +266 | 1.38% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 18,672 | 2,965 | 0.11% | 0.14% | 33 | -35 | -0.19% | Q1 2026 | May 19, 2026 |
| Atria Investments, Inc | History | Added to | 18,002 | 2,858 | 0.03% | 0.02% | 34 | +7,179 | 66.33% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 17,997 | 2,858 | 0.31% | 0.32% | 35 | -441 | -2.39% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 15,785 | 2,843 | 0.06% | 0.08% | 36 | -4,761 | -23.17% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,066 | 2,710 | 0.0% | — | 37 | +17,066 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 16,803 | 2,668 | 0.1% | 0.14% | 38 | +9,089 | 117.82% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,738 | 2,658 | 0.03% | 0.03% | 39 | +469 | 2.88% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 16,281 | 2,585 | 0.28% | 0.28% | 40 | +7 | 0.04% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,440 | 2,517 | 0.01% | 0.01% | 41 | -8,069 | -34.32% | Q1 2026 | Apr 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 15,383 | 2,443 | 0.35% | 0.36% | 42 | +344 | 2.29% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,098 | 2,306 | 0.01% | 0.02% | 43 | +369 | 2.69% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 13,599 | 2,159 | 0.27% | 0.2% | 44 | +3,917 | 40.46% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 13,270 | 2,107 | 0.0% | — | 45 | +13,270 | New | Q1 2026 | May 15, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 11,372 | 1,805 | 0.67% | 0.7% | 46 | -250 | -2.15% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,357 | 1,803 | 0.0% | 0.0% | 47 | -2,947 | -20.6% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 11,051 | 1,755 | 0.04% | 0.04% | 48 | -242 | -2.14% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,109 | 1,446 | 0.0% | 0.0% | 49 | -46 | -0.5% | Q1 2026 | May 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 8,223 | 1,305 | 0.63% | 0.61% | 50 | +532 | 6.92% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,135 | 1,291 | 0.0% | 0.0% | 51 | +209 | 2.64% | Q1 2026 | May 14, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 8,011 | 1,272 | 0.32% | 0.37% | 52 | -8 | -0.1% | Q1 2026 | Apr 28, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 8,006 | 1,271 | 0.75% | 0.7% | 53 | +735 | 10.11% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,851 | 1,246 | 0.0% | 0.0% | 54 | -108 | -1.36% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 7,844 | 1,245 | 0.03% | 0.04% | 55 | -624 | -7.37% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,397 | 1,187 | 0.06% | 0.06% | 56 | -236 | -3.09% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,280 | 1,156 | 0.04% | 0.0% | 57 | +7,185 | 7563.16% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 7,282 | 1,156 | 0.8% | 0.71% | 59 | +688 | 10.43% | Q1 2026 | Apr 07, 2026 |
| Patten Group, Inc. | History | Added to | 7,283 | 1,156 | 0.2% | 0.22% | 58 | +170 | 2.39% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,095 | 1,126 | 0.0% | 0.0% | 60 | -5,175 | -42.18% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 6,796 | 1,079 | 0.0% | 0.0% | 61 | +19 | 0.28% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 6,500 | 1,032 | 0.02% | 0.02% | 62 | +300 | 4.84% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 6,492 | 1,031 | 0.0% | 0.0% | 63 | +6 | 0.09% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,129 | 973 | 0.04% | — | 64 | +6,129 | New | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,169 | 969 | 0.03% | 0.04% | 65 | -84 | -1.6% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,860 | 930 | 0.01% | 0.01% | 66 | -686 | -10.48% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,725 | 909 | 0.01% | 0.01% | 67 | -212 | -3.57% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,205 | 827 | 0.02% | 0.02% | 68 | +691 | 15.31% | Q1 2026 | Apr 21, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,509 | 813 | 0.17% | 0.18% | 69 | -149 | -3.2% | Q1 2026 | May 01, 2026 |
| RDA Financial Network | History | No change | 5,017 | 796 | 0.2% | 0.2% | 70 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | No change | 4,826 | 767 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Krilogy Financial LLC | History | No change | 4,300 | 757 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PFG Advisors | History | Added to | 4,721 | 749 | 0.04% | 0.03% | 73 | +771 | 19.52% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 4,573 | 726 | 0.01% | 0.01% | 74 | +681 | 17.5% | Q1 2026 | Apr 27, 2026 |
| Investors Research Corp | History | Reduced | 4,371 | 694 | 0.13% | 0.16% | 75 | -903 | -17.12% | Q1 2026 | Apr 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,324 | 686 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,160 | 660 | 0.03% | 0.04% | 77 | -33 | -0.79% | Q1 2026 | Apr 23, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 4,152 | 659 | 0.47% | 0.49% | 78 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Reduced | 4,138 | 657 | 0.02% | 0.02% | 79 | -532 | -11.39% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 3,994 | 634 | 0.01% | — | 80 | +3,994 | New | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 3,940 | 625 | 0.0% | 0.0% | 81 | +143 | 3.77% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,858 | 612 | 0.01% | 0.03% | 82 | -3,050 | -44.15% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 3,830 | 608 | 0.01% | — | 83 | +3,830 | New | Q1 2026 | May 11, 2026 |
| Concentrum Wealth Management | History | Reduced | 3,757 | 596 | 0.18% | 0.18% | 84 | -100 | -2.59% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 3,631 | 577 | 0.02% | — | 85 | +3,631 | New | Q1 2026 | May 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 3,610 | 571 | 0.08% | 0.15% | 86 | -2,397 | -39.9% | Q1 2026 | Apr 08, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,458 | 549 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Added to | 3,389 | 538 | 0.11% | 0.11% | 88 | +142 | 4.37% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,335 | 529 | 0.01% | 0.01% | 89 | -186 | -5.28% | Q1 2026 | Apr 17, 2026 |
| Legacy Trust | History | No change | 3,329 | 528 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rubicon Advisors, GP | History | Added to | 3,321 | 527 | 0.46% | 0.48% | 91 | +123 | 3.85% | Q1 2026 | May 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 3,256 | 517 | 0.19% | — | 93 | +3,256 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 3,256 | 517 | 0.19% | 0.21% | 92 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Second Line Capital, LLC | History | New | 2,749 | 498 | 0.09% | — | 94 | +2,749 | New | Q1 2026 | May 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 3,086 | 490 | 0.37% | 0.43% | 95 | -53 | -1.69% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,025 | 480 | 0.0% | 0.0% | 96 | +287 | 10.48% | Q1 2026 | May 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 2,959 | 470 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 2,956 | 469 | 0.03% | 0.04% | 98 | -265 | -8.23% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,893 | 459 | 0.02% | 0.03% | 99 | -2,416 | -45.51% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 2,806 | 458 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,838 | 450 | 0.0% | — | 101 | +2,838 | New | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,803 | 445 | 0.0% | 0.0% | 102 | +159 | 6.01% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,797 | 444 | 0.0% | 0.0% | 103 | -5,541 | -66.45% | Q1 2026 | May 07, 2026 |
| Atlas Private Wealth Advisors | History | No change | 2,734 | 434 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY TRUST CO | History | New | 2,679 | 425 | 0.01% | — | 105 | +2,679 | New | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | No change | 2,649 | 420 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 2,580 | 409 | 0.0% | 0.01% | 107 | -142 | -5.22% | Q1 2026 | Apr 23, 2026 |
| Pure Financial Advisors, LLC | History | No change | 2,580 | 409 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,446 | 388 | 0.0% | 0.0% | 109 | +317 | 14.89% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,425 | 385 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 2,407 | 382 | 0.27% | 0.28% | 111 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 2,398 | 380 | 0.02% | 0.02% | 112 | +3 | 0.13% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 2,293 | 364 | 0.0% | 0.0% | 113 | +102 | 4.66% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 2,290 | 363 | 0.04% | 0.04% | 114 | -28 | -1.21% | Q1 2026 | Apr 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 2,268 | 360 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | No change | 2,200 | 349 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mosley Wealth Management | History | Reduced | 2,094 | 347 | 0.16% | 0.16% | 117 | -32 | -1.51% | Q1 2026 | Apr 27, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 2,073 | 329 | 0.1% | 0.11% | 118 | -17 | -0.81% | Q1 2026 | Apr 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,050 | 326 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,011 | 319 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bawa N Mallick Trust | History | No change | 2,000 | 317 | 0.13% | 0.12% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,996 | 316 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| October Effect Ltd | History | Reduced | 1,972 | 313 | 0.36% | 0.49% | 123 | -764 | -27.92% | Q1 2026 | Apr 21, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 1,933 | 306 | 0.0% | 0.0% | 124 | -231 | -10.67% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,926 | 305 | 0.0% | 0.0% | 125 | +410 | 27.04% | Q1 2026 | May 18, 2026 |
| Arrowroot Family Office, LLC | History | No change | 1,855 | 294 | 0.1% | 0.11% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 1,780 | 293 | 0.38% | 0.38% | 127 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,837 | 291 | 0.0% | — | 128 | +1,837 | New | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,795 | 285 | 0.0% | 0.0% | 129 | -8 | -0.44% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | New | 1,782 | 282 | 0.0% | — | 130 | +1,782 | New | Q1 2026 | May 14, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,772 | 281 | 0.06% | 0.07% | 131 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FLAGSTAR ADVISORS INC | History | New | 1,688 | 268 | 0.1% | — | 132 | +1,688 | New | Q1 2026 | May 12, 2026 |
| Sun Financial Inc | History | Added to | 1,411 | 265 | 0.13% | 0.13% | 133 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| Smart Portfolios, LLC | History | Reduced | 1,660 | 263 | 0.26% | 0.27% | 134 | -10 | -0.6% | Q1 2026 | May 01, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,680 | 255 | 0.02% | 0.01% | 135 | -250 | -12.95% | Q1 2026 | Apr 24, 2026 |
| Family Capital Management, Inc. | History | Reduced | 1,588 | 252 | 0.11% | 0.17% | 136 | -739 | -31.76% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 1,582 | 251 | 0.02% | 0.02% | 137 | +320 | 25.36% | Q1 2026 | Apr 08, 2026 |
| Harvest Investment Services, LLC | History | Added to | 1,538 | 244 | 0.04% | 0.04% | 138 | +232 | 17.76% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,517 | 240 | 0.0% | 0.0% | 139 | -1,073 | -41.43% | Q1 2026 | May 15, 2026 |
| Cannon Advisors, Inc. | History | Added to | 1,509 | 239 | 0.18% | 0.18% | 140 | +1 | 0.07% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Management, Inc. | History | Added to | 1,505 | 238 | 0.08% | 0.09% | 141 | +1 | 0.07% | Q1 2026 | Apr 22, 2026 |
| tru Independence LLC | History | Added to | 1,484 | 235 | 0.12% | 0.06% | 142 | +54 | 3.78% | Q1 2026 | Apr 22, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 1,481 | 235 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,479 | 234 | 0.01% | — | 144 | +1,479 | New | Q1 2026 | May 12, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 1,433 | 227 | 0.25% | — | 145 | +1,433 | New | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 1,425 | 226 | 0.01% | — | 146 | +1,425 | New | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,404 | 222 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Reduced | 1,377 | 218 | 0.0% | 0.0% | 149 | -25 | -1.78% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,378 | 218 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 1,334 | 211 | 0.16% | 0.16% | 150 | +1 | 0.08% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,321 | 209 | 0.01% | 0.01% | 151 | +89 | 7.22% | Q1 2026 | Apr 08, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,314 | 208 | 0.01% | 0.01% | 152 | +1 | 0.08% | Q1 2026 | May 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,296 | 205 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | New | 1,282 | 203 | 0.01% | — | 154 | +1,282 | New | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,205 | 191 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 1,179 | 187 | 0.23% | 0.25% | 156 | -151 | -11.35% | Q1 2026 | Apr 22, 2026 |
| Smithfield Trust Co | History | No change | 1,067 | 169 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 950 | 150 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 926 | 149 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CITY HOLDING CO | History | No change | 890 | 141 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | No change | 830 | 131 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | No change | 760 | 120 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 711 | 112 | 0.0% | 0.0% | 163 | -154 | -17.8% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 668 | 106 | 0.0% | 0.0% | 164 | -704 | -51.31% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 639 | 101 | 0.0% | 0.0% | 165 | +51 | 8.67% | Q1 2026 | May 13, 2026 |
| Luken Investment Analytics, LLC | History | No change | 565 | 89 | 0.03% | 0.04% | 166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 554 | 87 | 0.01% | 0.01% | 167 | -84 | -13.17% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 529 | 86 | 0.0% | 0.0% | 168 | +179 | 51.14% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 533 | 84 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Costello Asset Management, INC | History | Added to | 457 | 72 | 0.02% | 0.02% | 170 | +16 | 3.63% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | No change | 410 | 65 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 400 | 63 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | No change | 368 | 58 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 350 | 55 | 0.0% | — | 174 | +350 | New | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 339 | 53 | 0.02% | — | 175 | +339 | New | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 342 | 52 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 286 | 45 | 0.0% | — | 177 | +286 | New | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 274 | 43 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Osbon Capital Management LLC | History | No change | 261 | 41 | 0.03% | 0.04% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 250 | 40 | 0.0% | 0.01% | 180 | -275 | -52.38% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 243 | 38 | 0.0% | — | 181 | +243 | New | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 230 | 37 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 228 | 36 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 199 | 31 | 0.0% | — | 185 | +199 | New | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | No change | 200 | 31 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 183 | 29 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 177 | 28 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 175 | 27 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 167 | 26 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NFSG Corp | History | No change | 150 | 23 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 150 | 23 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 114 | 18 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | No change | 95 | 15 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 99 | 15 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 86 | 13 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Capital Analysts, LLC | History | New | 70 | 11 | 0.0% | — | 198 | +70 | New | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 71 | 11 | 0.0% | 0.0% | 197 | +1 | 1.43% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 64 | 10 | 0.0% | — | 200 | +64 | New | Q1 2026 | May 08, 2026 |
| Kozak & Associates, Inc. | History | No change | 63 | 10 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Motiv8 Investments LLC | History | No change | 46 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 50 | 7 | 0.0% | — | 202 | +50 | New | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 32 | 5 | 0.0% | — | 203 | +32 | New | Q1 2026 | May 05, 2026 |
| SWAN Capital LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 23 | 3 | 0.0% | 0.0% | 205 | +2 | 9.52% | Q1 2026 | Apr 21, 2026 |
| SIMPLEX TRADING, LLC | History | New | 17 | 2 | 0.0% | — | 206 | +17 | New | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 8 | 1 | 0.0% | — | 209 | +8 | New | Q1 2026 | May 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Caitlin John, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -37,449 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -17,693 | -100.0% | Q1 2026 | May 12, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,579 | -100.0% | Q1 2026 | May 08, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,708 | -100.0% | Q1 2026 | Apr 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,173 | -100.0% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 12, 2026 |
| APPLETON PARTNERS INC/MA | History | Closed out | 0 | 0 | — | 0.02% | — | -1,716 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -1,435 | -100.0% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,307 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,294 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,235 | -100.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 27, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kingdom Financial Group LLC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |