FIRST TRUST EXCHANGE-TRADED FUND - FTGS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 5,768,583 | 213,450 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,907,304 | 70,574 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,534,056 | 56,763 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,108,922 | 41,032 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,085,460 | 40,164 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 1,039,494 | 38,463 | 16.45% | 16.45% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 777,672 | 28,775 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 541,872 | 20,050 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ODonnell Financial Services, LLC | History | No change | 517,844 | 19,161 | 5.64% | 5.64% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 500,463 | 18,518 | 7.17% | 7.17% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hobart Private Capital, LLC | History | No change | 425,915 | 15,759 | 2.7% | 2.7% | 11 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ASSETMARK, INC | History | No change | 424,999 | 15,725 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Independent Advisor Alliance | History | No change | 419,671 | 15,528 | 0.36% | 0.36% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 362,028 | 13,728 | 0.37% | 0.39% | 14 | -14,302 | -3.8% | Q3 2026 | Oct 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 350,480 | 12,968 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 330,749 | 12,238 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | No change | 329,694 | 12,199 | 1.54% | 1.54% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 314,955 | 11,654 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | No change | 274,091 | 10,141 | 0.3% | 0.3% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 254,760 | 9,428 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 253,115 | 9,365 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 252,444 | 9,340 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kestra Advisory Services, LLC | History | No change | 223,105 | 8,255 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 214,430 | 7,934 | 1.71% | 1.71% | 24 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 201,185 | 7,444 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 200,590 | 7,422 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 182,240 | 6,743 | 5.94% | 5.94% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 166,315 | 6,306 | 3.76% | 3.69% | 28 | -2,515 | -1.49% | Q3 2026 | Oct 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 162,109 | 5,998 | 0.14% | 0.14% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 156,383 | 5,786 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 154,131 | 5,703 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 148,467 | 5,494 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 134,167 | 4,964 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 126,201 | 4,669 | 1.04% | 1.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vise Technologies, Inc. | History | No change | 122,690 | 4,539 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 113,054 | 4,287 | 0.11% | 0.12% | 36 | -10,692 | -8.64% | Q3 2026 | Oct 13, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 112,161 | 4,150 | 0.67% | 0.67% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 107,831 | 3,990 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 107,625 | 3,982 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 107,233 | 3,967 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 106,913 | 3,956 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 106,810 | 3,952 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 106,235 | 3,930 | 0.24% | 0.24% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 102,671 | 3,799 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 88,932 | 3,290 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 80,236 | 3,042 | 0.06% | 0.06% | 46 | -4,144 | -4.91% | Q3 2026 | Oct 13, 2026 |
| LVZ, Inc. | History | No change | 81,239 | 3,006 | 0.31% | 0.31% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 80,793 | 2,989 | 0.9% | 0.9% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 79,677 | 2,948 | 0.78% | 0.78% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 79,305 | 2,934 | 0.11% | 0.11% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 66,144 | 2,447 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 61,454 | 2,273 | 0.11% | 0.11% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Belpointe Asset Management LLC | History | No change | 56,762 | 2,100 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneAscent Financial Services LLC | History | No change | 56,392 | 2,086 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 52,549 | 1,944 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 52,315 | 1,935 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 52,100 | 1,928 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 51,726 | 1,913 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Watch Advisors, INC | History | No change | 49,571 | 1,834 | 0.6% | 0.6% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 48,403 | 1,791 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 48,373 | 1,789 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABLE Financial Group, LLC | History | No change | 45,503 | 1,683 | 0.28% | 0.28% | 62 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 42,187 | 1,599 | 0.05% | 0.05% | 63 | -8,747 | -17.17% | Q3 2026 | Oct 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 41,158 | 1,522 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 40,980 | 1,516 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 40,364 | 1,493 | 0.63% | 0.63% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 39,071 | 1,445 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 38,992 | 1,442 | 0.6% | 0.6% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 38,489 | 1,424 | 0.4% | 0.4% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 38,220 | 1,414 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Wealth LLC | History | No change | 36,760 | 1,360 | 0.19% | 0.19% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | No change | 35,709 | 1,321 | 0.19% | 0.19% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 33,164 | 1,227 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 32,200 | 1,191 | 0.23% | 0.23% | 74 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,278 | 1,110 | 0.03% | 0.03% | 75 | -807 | -2.68% | Q3 2026 | Oct 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,348 | 1,048 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 27,203 | 1,006 | 0.65% | 0.65% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOVEM GROUP | History | No change | 26,666 | 986 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 25,847 | 956 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 25,266 | 934 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 25,092 | 928 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 24,559 | 908 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 24,403 | 902 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 23,483 | 881 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 23,332 | 863 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 23,194 | 858 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 22,431 | 829 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 21,681 | 802 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 20,631 | 763 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altus Wealth Group LLC | History | No change | 20,609 | 762 | 0.28% | 0.28% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20,280 | 750 | 0.22% | 0.22% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,066 | 742 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 20,041 | 741 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MGO ONE SEVEN LLC | History | No change | 20,010 | 740 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Allocation Strategies LLC | History | No change | 19,841 | 734 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 18,946 | 701 | 0.27% | 0.27% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,443 | 670 | 0.0% | 0.0% | 97 | +494 | 2.91% | Q3 2026 | Oct 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,256 | 638 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,859 | 586 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 14,366 | 532 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 14,133 | 522 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 13,903 | 514 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 13,694 | 506 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 13,492 | 499 | 0.4% | 0.4% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 13,067 | 483 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,001 | 481 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ignite Planners, LLC | History | No change | 13,026 | 481 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,465 | 461 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLG LLC | History | Reduced | 12,060 | 457 | 0.1% | 0.1% | 109 | -521 | -4.14% | Q3 2026 | Oct 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11,956 | 442 | 0.18% | 0.18% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 11,484 | 424 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,475 | 424 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 11,361 | 420 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Purus Wealth Management, LLC | History | No change | 11,292 | 417 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Traction Financial Partners, LLC | History | No change | 10,995 | 406 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 10,880 | 402 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,414 | 385 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GeoWealth Management, LLC | History | No change | 10,214 | 377 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,130 | 374 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 9,694 | 367 | 0.1% | 0.09% | 120 | +728 | 8.12% | Q3 2026 | Oct 02, 2026 |
| Core Wealth Partners LLC | History | No change | 9,935 | 367 | 0.16% | 0.16% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,717 | 359 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 9,364 | 346 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SMITH, MOORE & CO. | History | No change | 9,091 | 336 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 8,995 | 332 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 8,784 | 325 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Petix & Botte Co | History | No change | 8,626 | 319 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 8,604 | 318 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 8,547 | 316 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 8,396 | 310 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 8,385 | 310 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PFG Advisors | History | No change | 8,209 | 303 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| StoneX Group Inc. | History | No change | 8,156 | 299 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 7,981 | 295 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 1,132 | 284 | 0.12% | 0.12% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 6,888 | 254 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,434 | 243 | 0.02% | 0.02% | 137 | +5 | 0.08% | Q3 2026 | Oct 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,204 | 229 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| tru Independence LLC | History | No change | 6,009 | 222 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,912 | 218 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,769 | 213 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 5,735 | 212 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bison Wealth, LLC | History | Added to | 5,486 | 211 | 0.02% | 0.02% | 143 | +1 | 0.02% | Q3 2026 | Oct 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 5,625 | 208 | 0.12% | 0.12% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 5,490 | 203 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 5,327 | 197 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,141 | 153 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 4,054 | 149 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,048 | 112 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,909 | 107 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 33,314 | 88 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,322 | 85 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,145 | 79 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,086 | 77 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REAP Financial Group, LLC | History | No change | 1,918 | 70 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,531 | 56 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POM Investment Strategies, LLC | History | No change | 1,386 | 51 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avion Wealth | History | No change | 1,365 | 50 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 1,264 | 46 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,055 | 39 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,032 | 38 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 974 | 36 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 966 | 35 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signature Equity Partners, LLC | History | No change | 955 | 35 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 915 | 33 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 800 | 29 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Capital Management LLC | History | No change | 722 | 26 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 665 | 24 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 557 | 21 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 500 | 18 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 503 | 18 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 438 | 16 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 600 | 16 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 408 | 14 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 363 | 13 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 373 | 13 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 367 | 13 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 301 | 11 | 0.0% | 0.0% | 178 | -6,754 | -95.73% | Q3 2026 | Oct 08, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 267 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 255 | 9 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 210 | 7 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 142 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 135 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 110 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 117 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 116 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 104 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | New | 52 | 2 | 0.0% | — | 188 | +52 | New | Q3 2026 | Oct 02, 2026 |
| Strive Financial Group ,LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,016 | -100.0% | Q3 2026 | Oct 13, 2026 |
| UBS Group AG | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |