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 | Added to | 5,745,209 | 195,599 | 0.05% | 0.05% | 1 | +364,834 | 6.78% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,939,662 | 66,036 | 0.02% | 0.02% | 2 | +221,678 | 12.9% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,490,187 | 50,734 | 0.05% | 0.06% | 3 | +46,709 | 3.24% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 1,309,359 | 44,577 | 0.12% | 0.13% | 4 | -1,006 | -0.08% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,026,963 | 34,963 | 0.0% | 0.0% | 5 | -22,368 | -2.13% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 993,254 | 33,815 | 0.01% | 0.01% | 6 | -9,683 | -0.97% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 900,496 | 30,658 | 0.08% | 0.11% | 7 | -224,861 | -19.98% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 693,307 | 23,606 | 0.03% | 0.04% | 8 | -55,125 | -7.37% | Q1 2026 | May 15, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 546,689 | 18,612 | 6.55% | 3.58% | 9 | +53,396 | 10.82% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 514,094 | 17,503 | 0.0% | 0.0% | 10 | +73,363 | 16.65% | Q1 2026 | May 15, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 502,310 | 17,087 | 5.89% | 5.98% | 11 | +7,107 | 1.44% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 471,261 | 16,044 | 0.17% | 0.4% | 12 | +10,985 | 2.39% | Q1 2026 | May 12, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 403,589 | 13,740 | 2.7% | 3.21% | 13 | -61,472 | -13.22% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Added to | 397,456 | 13,531 | 0.03% | 0.03% | 14 | +43,302 | 12.23% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 380,076 | 12,939 | 0.0% | 0.0% | 15 | -44,018 | -10.38% | Q1 2026 | May 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 367,337 | 12,506 | 0.38% | 0.4% | 16 | +5,892 | 1.63% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 350,180 | 11,922 | 0.07% | 0.08% | 17 | -4,422 | -1.25% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 339,974 | 11,574 | 0.02% | 0.03% | 18 | -201,152 | -37.17% | Q1 2026 | Apr 27, 2026 |
| KPP Advisory Services LLC | History | Added to | 317,299 | 10,802 | 1.57% | 1.59% | 19 | +8,449 | 2.74% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 316,027 | 10,759 | 0.05% | 0.05% | 20 | -11,116 | -3.4% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Reduced | 257,314 | 9,309 | 0.25% | 0.39% | 21 | -1,870 | -0.72% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 268,888 | 9,154 | 0.07% | 0.16% | 22 | -111,837 | -29.37% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 245,856 | 8,371 | 0.01% | 0.02% | 23 | -510,516 | -67.5% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 242,125 | 8,243 | 0.02% | 0.02% | 24 | +55 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 230,796 | 7,857 | 0.03% | 0.08% | 25 | -315,724 | -57.77% | Q1 2026 | Apr 30, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 216,767 | 7,380 | 1.79% | 1.17% | 26 | +91,927 | 73.64% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 196,359 | 6,685 | 0.07% | 0.07% | 27 | +22,179 | 12.73% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 190,283 | 6,478 | 0.01% | 0.01% | 28 | +13,534 | 7.66% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | New | 182,598 | 6,216 | 0.18% | — | 29 | +182,598 | New | Q1 2026 | Apr 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 169,653 | 5,775 | 6.03% | 4.37% | 30 | +44,865 | 35.95% | Q1 2026 | Apr 16, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 168,521 | 5,737 | 0.22% | 0.3% | 31 | +91,304 | 118.24% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 163,230 | 5,557 | 0.15% | 0.11% | 32 | +47,018 | 40.46% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 161,195 | 5,487 | 0.08% | 0.1% | 33 | +18,007 | 12.58% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 160,269 | 5,456 | 0.09% | 0.24% | 34 | -250,286 | -60.96% | Q1 2026 | Apr 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 143,482 | 4,884 | 1.66% | 1.7% | 35 | +2,546 | 1.81% | Q1 2026 | Apr 09, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 142,913 | 4,865 | 3.08% | 3.25% | 36 | -1,344 | -0.93% | Q1 2026 | Apr 20, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 131,248 | 4,468 | 1.13% | 1.37% | 37 | -5,900 | -4.3% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 116,041 | 3,951 | 0.12% | — | 38 | +116,041 | New | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 113,813 | 3,874 | 0.73% | 0.82% | 39 | +55,121 | 93.92% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 106,325 | 3,619 | 0.01% | 0.01% | 40 | -40,222 | -27.45% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 100,894 | 3,566 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 102,216 | 3,480 | 0.07% | 0.07% | 42 | +11,319 | 12.45% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 100,283 | 3,414 | 0.0% | 0.0% | 43 | +6,729 | 7.19% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 96,118 | 3,272 | 0.02% | 0.02% | 44 | +6,027 | 6.69% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 86,916 | 2,959 | 0.08% | 0.08% | 45 | +834 | 0.97% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 84,438 | 2,874 | 0.06% | 0.06% | 46 | +2,863 | 3.51% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Reduced | 84,114 | 2,863 | 0.33% | 0.43% | 47 | -23,796 | -22.05% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 79,823 | 2,717 | 0.81% | 0.84% | 48 | +1,357 | 1.73% | Q1 2026 | May 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 78,998 | 2,689 | 0.94% | 1.04% | 49 | -2,203 | -2.71% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 78,832 | 2,683 | 0.03% | 0.03% | 50 | +1,367 | 1.76% | Q1 2026 | May 05, 2026 |
| Moors & Cabot, Inc. | History | Added to | 77,955 | 2,654 | 0.11% | 0.11% | 51 | +2,860 | 3.81% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 67,175 | 2,287 | 0.25% | 0.23% | 52 | +5,605 | 9.1% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 65,064 | 2,215 | 0.01% | 0.01% | 53 | +931 | 1.45% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 64,517 | 2,196 | 0.02% | 0.02% | 54 | +5,419 | 9.17% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 62,379 | 2,123 | 0.11% | 0.12% | 55 | -647 | -1.03% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 60,897 | 2,073 | 0.0% | 0.0% | 56 | +36,331 | 147.89% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 196,892 | 2,045 | 0.09% | 0.03% | 57 | -29,862 | -13.17% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 56,900 | 1,937 | 0.07% | 0.07% | 58 | +1,407 | 2.54% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 53,809 | 1,902 | 0.01% | 0.02% | 59 | -8,923 | -14.22% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 55,717 | 1,896 | 0.1% | 0.18% | 60 | +912 | 1.66% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 55,087 | 1,875 | 0.06% | 0.06% | 61 | +5,771 | 11.7% | Q1 2026 | Apr 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 50,790 | 1,729 | 0.18% | 0.18% | 62 | +2,734 | 5.69% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 50,611 | 1,723 | 0.02% | 0.02% | 63 | -43 | -0.08% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 50,302 | 1,713 | 0.01% | 0.01% | 64 | +2,061 | 4.27% | Q1 2026 | Apr 07, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 48,436 | 1,649 | 1.73% | 1.73% | 65 | +22,557 | 87.16% | Q1 2026 | May 13, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 45,338 | 1,543 | 0.3% | 0.33% | 66 | -1,168 | -2.51% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 45,016 | 1,532 | 0.0% | 0.0% | 67 | +22,837 | 102.97% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 44,592 | 1,518 | 0.0% | 0.0% | 68 | +5,250 | 13.34% | Q1 2026 | May 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 40,582 | 1,381 | 0.65% | 0.62% | 69 | +607 | 1.52% | Q1 2026 | May 14, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 39,594 | 1,348 | 0.66% | 0.72% | 70 | -1,633 | -3.96% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,533 | 1,345 | 0.02% | 0.01% | 71 | +7,609 | 23.83% | Q1 2026 | Apr 28, 2026 |
| Altus Wealth Group LLC | History | Reduced | 39,524 | 1,345 | 0.55% | 0.63% | 72 | -4,861 | -10.95% | Q1 2026 | Apr 27, 2026 |
| Maia Wealth LLC | History | Reduced | 38,998 | 1,327 | 0.22% | 0.24% | 73 | -1,401 | -3.47% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Reduced | 38,509 | 1,311 | 0.05% | 0.06% | 74 | -1,132 | -2.86% | Q1 2026 | May 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 38,194 | 1,300 | 0.01% | 0.01% | 75 | -3,326 | -8.01% | Q1 2026 | May 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 37,740 | 1,284 | 0.4% | 0.42% | 76 | +455 | 1.22% | Q1 2026 | May 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 37,002 | 1,259 | 0.28% | 0.61% | 77 | -38,037 | -50.69% | Q1 2026 | May 05, 2026 |
| Atlas Wealth LLC | History | Reduced | 36,760 | 1,251 | 0.37% | 0.41% | 78 | -1,072 | -2.83% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 36,293 | 1,235 | 0.01% | 0.01% | 79 | +2,070 | 6.05% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 35,117 | 1,195 | 0.0% | 0.0% | 80 | +3,802 | 12.14% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 31,099 | 1,058 | 0.01% | 0.03% | 81 | -29,497 | -48.68% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 29,171 | 993 | 0.02% | 0.02% | 82 | +4,649 | 18.96% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 28,110 | 957 | 0.03% | 0.04% | 83 | -2,439 | -7.98% | Q1 2026 | Apr 07, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 28,070 | 955 | 0.68% | 0.66% | 84 | +1,900 | 7.26% | Q1 2026 | Apr 21, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 27,665 | 941 | 0.39% | 0.43% | 85 | -5,490 | -16.56% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | New | 25,617 | 872 | 0.1% | — | 86 | +25,617 | New | Q1 2026 | Apr 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 25,455 | 866 | 0.01% | 0.01% | 87 | -243 | -0.95% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,549 | 801 | 0.01% | 0.01% | 88 | +2,099 | 9.79% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 23,313 | 799 | 0.06% | 0.06% | 89 | -1,062 | -4.36% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 22,608 | 769 | 0.25% | 0.27% | 90 | -195 | -0.86% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 22,480 | 765 | 0.02% | 0.02% | 91 | +544 | 2.48% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,560 | 734 | 0.01% | 0.01% | 92 | +13,845 | 179.46% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,404 | 721 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,508 | 698 | 0.0% | — | 94 | +20,508 | New | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 20,448 | 696 | 0.1% | 0.11% | 95 | -328 | -1.58% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 20,242 | 689 | 0.23% | 0.27% | 96 | -2,727 | -11.87% | Q1 2026 | Apr 09, 2026 |
| &PARTNERS | History | Added to | 20,079 | 683 | 0.0% | 0.0% | 97 | +1,736 | 9.46% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 19,489 | 663 | 0.0% | 0.0% | 98 | +1,265 | 6.94% | Q1 2026 | Apr 29, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 18,946 | 645 | 0.28% | 0.24% | 99 | +2,754 | 17.01% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,896 | 643 | 0.0% | 0.0% | 100 | -26,057 | -57.96% | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Reduced | 17,042 | 580 | 0.14% | 0.16% | 101 | -666 | -3.76% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 16,532 | 568 | 0.0% | — | 102 | +16,532 | New | Q1 2026 | Apr 08, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 15,683 | 533 | 0.1% | 0.11% | 103 | +490 | 3.23% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 15,272 | 519 | 0.06% | 0.07% | 104 | -907 | -5.61% | Q1 2026 | Apr 23, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 13,515 | 460 | 0.41% | 0.4% | 105 | +901 | 7.14% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,336 | 454 | 0.11% | 0.13% | 106 | -136 | -1.01% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 13,295 | 453 | 0.01% | 0.01% | 107 | +6,126 | 85.45% | Q1 2026 | Apr 21, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 13,316 | 453 | 0.14% | 0.15% | 108 | -82 | -0.61% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 13,294 | 452 | 0.0% | 0.02% | 109 | -48,643 | -78.54% | Q1 2026 | May 14, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 13,242 | 450 | 0.28% | 0.34% | 110 | -3,040 | -18.67% | Q1 2026 | May 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 12,917 | 439 | 0.08% | 0.07% | 111 | +1,685 | 15.0% | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,705 | 432 | 0.06% | 0.07% | 112 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,374 | 421 | 0.0% | 0.0% | 113 | -3,321 | -21.16% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 12,075 | 411 | 0.0% | 0.0% | 114 | +134 | 1.12% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 11,994 | 408 | 0.07% | 0.1% | 115 | -3,005 | -20.03% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 11,896 | 405 | 0.01% | 0.01% | 116 | -2,486 | -17.29% | Q1 2026 | May 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,403 | 388 | 0.01% | 0.01% | 117 | +1,223 | 12.01% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,200 | 381 | 0.0% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Reduced | 10,728 | 365 | 0.0% | 0.01% | 119 | -3,733 | -25.81% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,652 | 362 | 0.0% | 0.08% | 120 | -164,415 | -93.92% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 9,878 | 336 | 0.01% | 0.01% | 121 | -327 | -3.2% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,611 | 327 | 0.01% | 0.01% | 122 | -1,346 | -12.28% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | New | 8,808 | 316 | 0.05% | — | 123 | +8,808 | New | Q1 2026 | Apr 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 8,959 | 305 | 0.09% | 0.12% | 124 | -2,288 | -20.34% | Q1 2026 | Apr 06, 2026 |
| Core Wealth Partners LLC | History | Added to | 8,890 | 302 | 0.14% | 0.14% | 125 | +232 | 2.68% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | New | 8,784 | 299 | 0.01% | — | 126 | +8,784 | New | Q1 2026 | May 14, 2026 |
| Petix & Botte Co | History | No change | 8,626 | 293 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Added to | 8,416 | 288 | 0.06% | 0.07% | 129 | +2,358 | 38.92% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,468 | 288 | 0.02% | 0.02% | 128 | +2,035 | 31.63% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | New | 8,446 | 287 | 0.0% | — | 130 | +8,446 | New | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,302 | 282 | 0.02% | 0.02% | 131 | +189 | 2.33% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 8,199 | 279 | 0.02% | 0.02% | 132 | -1,675 | -16.96% | Q1 2026 | Apr 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 8,156 | 277 | 0.02% | — | 133 | +8,156 | New | Q1 2026 | Apr 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 8,116 | 276 | 0.01% | 0.01% | 134 | -216 | -2.59% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Reduced | 7,790 | 265 | 0.01% | 0.02% | 135 | -1,315 | -14.44% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 7,530 | 256 | 0.0% | 0.0% | 136 | +145 | 1.96% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 7,464 | 254 | 0.0% | 0.0% | 137 | +3,609 | 93.62% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 6,896 | 243 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,794 | 231 | 0.01% | 0.02% | 139 | -709 | -9.45% | Q1 2026 | Apr 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,115 | 208 | 0.01% | 0.01% | 140 | -297 | -4.63% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,108 | 207 | 0.0% | 0.0% | 141 | +427 | 7.52% | Q1 2026 | May 11, 2026 |
| tru Independence LLC | History | No change | 6,009 | 204 | 0.1% | 0.05% | 142 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 5,735 | 195 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | New | 5,607 | 190 | 0.0% | — | 144 | +5,607 | New | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 3,587 | 122 | 0.06% | 1.3% | 145 | -73,136 | -95.32% | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 3,048 | 103 | 0.03% | — | 146 | +3,048 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,322 | 79 | 0.01% | 0.01% | 148 | -735 | -24.04% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,348 | 79 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,310 | 78 | 0.02% | 0.02% | 149 | -524 | -18.49% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,086 | 71 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | No change | 2,083 | 70 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,931 | 65 | 0.03% | 0.02% | 152 | +769 | 66.18% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,871 | 61 | 0.0% | — | 153 | +1,871 | New | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,780 | 60 | 0.0% | 0.0% | 154 | +741 | 71.32% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,531 | 52 | 0.0% | 0.01% | 155 | -1,531 | -50.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,465 | 50 | 0.0% | 0.01% | 156 | -24,489 | -94.36% | Q1 2026 | Apr 07, 2026 |
| My Portfolio Guide, LLC | History | New | 1,324 | 45 | 0.02% | — | 157 | +1,324 | New | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,030 | 35 | 0.0% | 0.0% | 158 | +220 | 27.16% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,046 | 35 | 0.0% | 0.0% | 159 | +162 | 18.33% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 1,000 | 35 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,016 | 34 | 0.0% | — | 162 | +1,016 | New | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,032 | 34 | 0.0% | 0.0% | 161 | -79 | -7.11% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 931 | 31 | 0.02% | 0.02% | 163 | +15 | 1.64% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | New | 825 | 28 | 0.0% | — | 165 | +825 | New | Q1 2026 | Apr 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 815 | 28 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 800 | 27 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | No change | 767 | 26 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 750 | 25 | 0.0% | — | 168 | +750 | New | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 716 | 24 | 0.02% | — | 169 | +716 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 665 | 22 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 611 | 20 | 0.0% | 0.0% | 171 | -572 | -48.35% | Q1 2026 | Apr 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 500 | 17 | 0.0% | 0.02% | 172 | -2,243 | -81.77% | Q1 2026 | May 08, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 503 | 17 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| POM Investment Strategies, LLC | History | New | 424 | 14 | 0.02% | — | 175 | +424 | New | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 407 | 14 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 363 | 12 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 301 | 10 | 0.01% | 0.01% | 177 | -39 | -11.47% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | New | 255 | 8 | 0.0% | — | 178 | +255 | New | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 217 | 7 | 0.0% | — | 179 | +217 | New | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | New | 155 | 5 | 0.0% | — | 180 | +155 | New | Q1 2026 | Apr 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 135 | 4 | 0.0% | — | 182 | +135 | New | Q1 2026 | Apr 14, 2026 |
| Wagner Wealth Management, LLC | History | No change | 135 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 117 | 3 | 0.0% | — | 183 | +117 | New | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | New | 116 | 3 | 0.0% | — | 184 | +116 | New | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | New | 54 | 2 | 0.0% | — | 185 | +54 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | New | 30 | 1 | 0.0% | — | 186 | +30 | New | Q1 2026 | May 01, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Closed out | 0 | 0 | — | 1.73% | — | -69,256 | -100.0% | Q1 2026 | Apr 27, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -43,440 | -100.0% | Q1 2026 | May 12, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -35,895 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -28,955 | -100.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -14,467 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,252 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,025 | -100.0% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,512 | -100.0% | Q1 2026 | Apr 10, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,325 | -100.0% | Q1 2026 | Apr 22, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,271 | -100.0% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,924 | -100.0% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 24 | 0 | — | 0.0% | — | -862 | -97.29% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 28, 2026 |