FIRST TRUST EXCHANGE-TRADED FUND - FTGS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 5,380,375 | 190,200 | 0.05% | 0.05% | 1 | +141,697 | 2.7% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,717,984 | 60,732 | 0.02% | 0.02% | 2 | +158,088 | 10.13% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 1,443,478 | 51,028 | 0.06% | 0.06% | 3 | +35,257 | 2.5% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,310,365 | 46,322 | 0.13% | 0.14% | 4 | +1,877 | 0.14% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,125,357 | 39,782 | 0.11% | 0.1% | 5 | +73,699 | 7.01% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,049,331 | 37,094 | 0.0% | 0.0% | 6 | +138,649 | 15.22% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,002,937 | 35,454 | 0.01% | 0.01% | 7 | -26,279 | -2.55% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 756,372 | 26,741 | 0.02% | 0.02% | 8 | +14,241 | 1.92% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 748,432 | 26,457 | 0.04% | 0.04% | 9 | +17,752 | 2.43% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 546,520 | 19,319 | 0.08% | 0.15% | 10 | -389,079 | -41.59% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 541,126 | 19,129 | 0.03% | 0.04% | 11 | -309,123 | -36.36% | Q4 2025 | Feb 12, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 495,203 | 17,505 | 5.98% | 6.4% | 12 | -5,597 | -1.12% | Q4 2025 | Jan 29, 2026 |
| Mach-1 Financial Group, LLC | History | New | 493,293 | 17,438 | 3.58% | — | 13 | +493,293 | New | Q4 2025 | Feb 06, 2026 |
| Hobart Private Capital, LLC | History | Added to | 465,061 | 16,440 | 3.21% | 3.21% | 14 | +38,604 | 9.05% | Q4 2025 | Jan 27, 2026 |
| Independent Advisor Alliance | History | Added to | 460,276 | 16,271 | 0.4% | 0.39% | 15 | +39,578 | 9.41% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 440,731 | 15,580 | 0.0% | — | 16 | +440,731 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 424,094 | 14,992 | 0.0% | 0.0% | 17 | +78,866 | 22.84% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 410,555 | 14,517 | 0.24% | 0.25% | 18 | -158 | -0.04% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 380,725 | 13,458 | 0.16% | 0.16% | 19 | -117,291 | -23.55% | Q4 2025 | Feb 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 361,445 | 12,777 | 0.4% | 0.41% | 20 | -6,685 | -1.82% | Q4 2025 | Jan 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 354,602 | 12,535 | 0.08% | 0.07% | 21 | +44,201 | 14.24% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 354,154 | 12,519 | 0.03% | 0.03% | 22 | +19,842 | 5.94% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 327,143 | 11,564 | 0.05% | 0.07% | 23 | -46,635 | -12.48% | Q4 2025 | Feb 17, 2026 |
| KPP Advisory Services LLC | History | Added to | 308,850 | 10,918 | 1.59% | 1.62% | 24 | +3,959 | 1.3% | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | Added to | 259,184 | 9,162 | 0.39% | 0.14% | 25 | +140,401 | 118.2% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 242,070 | 8,557 | 0.02% | 0.02% | 26 | -12,120 | -4.77% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 226,754 | 8,015 | 0.03% | 0.03% | 27 | +30,660 | 15.64% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 176,749 | 6,248 | 0.01% | 0.01% | 28 | +3,709 | 2.14% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 175,067 | 6,188 | 0.08% | 0.08% | 29 | -6,023 | -3.33% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 174,180 | 6,157 | 0.07% | 0.06% | 30 | +22,868 | 15.11% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 146,547 | 5,180 | 0.01% | 0.02% | 31 | -17,155 | -10.48% | Q4 2025 | Feb 13, 2026 |
| RiverTree Advisors, LLC | History | Added to | 144,257 | 5,099 | 3.25% | 3.24% | 32 | +3,311 | 2.35% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 143,188 | 5,061 | 0.1% | 0.11% | 33 | +4,051 | 2.91% | Q4 2025 | Feb 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 140,936 | 4,982 | 1.7% | — | 34 | +140,936 | New | Q4 2025 | Jan 28, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 137,148 | 4,848 | 1.37% | 1.46% | 35 | -2,537 | -1.82% | Q4 2025 | Feb 05, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 124,840 | 4,413 | 1.17% | 1.1% | 36 | +15,124 | 13.78% | Q4 2025 | Jan 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 124,788 | 4,411 | 4.37% | — | 37 | +124,788 | New | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 116,212 | 4,108 | 0.11% | 0.12% | 38 | -7,378 | -5.97% | Q4 2025 | Feb 17, 2026 |
| LVZ, Inc. | History | Reduced | 107,910 | 3,814 | 0.43% | 0.46% | 39 | -5,284 | -4.67% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 100,894 | 3,566 | 0.07% | 0.1% | 40 | +23,564 | 30.47% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 93,554 | 3,307 | 0.0% | 0.0% | 41 | +966 | 1.04% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 90,897 | 3,213 | 0.07% | 0.09% | 42 | -7,414 | -7.54% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 90,091 | 3,184 | 0.02% | 0.02% | 43 | +842 | 0.94% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Reduced | 86,082 | 3,043 | 0.08% | 0.11% | 44 | -20,556 | -19.28% | Q4 2025 | Jan 30, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 81,201 | 2,870 | 1.04% | 1.62% | 45 | -31,295 | -27.82% | Q4 2025 | Jan 26, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 78,466 | 2,773 | 0.84% | 0.87% | 46 | +687 | 0.88% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 77,465 | 2,738 | 0.03% | 0.03% | 47 | -498 | -0.64% | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 77,217 | 2,729 | 0.3% | 0.44% | 48 | -13,042 | -14.45% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 76,723 | 2,712 | 1.3% | 0.79% | 49 | +28,234 | 58.23% | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 75,095 | 2,654 | 0.11% | 0.1% | 50 | +10,386 | 16.05% | Q4 2025 | Feb 10, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 75,039 | 2,652 | 0.61% | 0.64% | 51 | +564 | 0.76% | Q4 2025 | Jan 28, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 69,256 | 2,448 | 1.73% | 2.12% | 52 | -437 | -0.63% | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 64,133 | 2,267 | 0.01% | 0.01% | 53 | +18,630 | 40.94% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 63,026 | 2,228 | 0.12% | 0.14% | 54 | -1,651 | -2.55% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 62,732 | 2,217 | 0.02% | 0.02% | 55 | +2,845 | 4.75% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 61,937 | 2,189 | 0.02% | — | 56 | +61,937 | New | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 61,570 | 2,176 | 0.23% | 0.23% | 57 | +4,459 | 7.81% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 60,596 | 2,142 | 0.03% | 0.03% | 58 | +8,844 | 17.09% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 59,098 | 2,089 | 0.02% | 0.02% | 59 | +3,629 | 6.54% | Q4 2025 | Feb 12, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 58,692 | 2,074 | 0.82% | 0.93% | 60 | -1,221 | -2.04% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 55,493 | 1,961 | 0.07% | 0.07% | 61 | +909 | 1.67% | Q4 2025 | Jan 27, 2026 |
| OneAscent Financial Services LLC | History | New | 54,805 | 1,937 | 0.18% | — | 62 | +54,805 | New | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 50,654 | 1,790 | 0.02% | 0.03% | 63 | -1,552 | -2.97% | Q4 2025 | Feb 03, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 49,316 | 1,743 | 0.06% | — | 64 | +49,316 | New | Q4 2025 | Jan 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 48,241 | 1,705 | 0.01% | 0.01% | 65 | -636 | -1.3% | Q4 2025 | Jan 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 48,056 | 1,698 | 0.18% | 0.06% | 66 | +32,316 | 205.31% | Q4 2025 | Jan 23, 2026 |
| ABLE Financial Group, LLC | History | Added to | 46,506 | 1,644 | 0.33% | 0.36% | 67 | +174 | 0.38% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 44,953 | 1,589 | 0.0% | 0.0% | 68 | +28,870 | 179.51% | Q4 2025 | Feb 17, 2026 |
| Altus Wealth Group LLC | History | Reduced | 44,385 | 1,569 | 0.63% | 0.66% | 69 | -401 | -0.9% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 43,440 | 1,535 | 0.07% | 0.09% | 70 | -12,748 | -22.69% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 41,520 | 1,467 | 0.01% | 0.01% | 71 | -9,016 | -17.84% | Q4 2025 | Feb 12, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 41,227 | 1,457 | 0.72% | 0.71% | 72 | -463 | -1.11% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 39,975 | 1,413 | 0.62% | 0.83% | 73 | -13,196 | -24.82% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Reduced | 40,399 | 1,409 | 0.24% | 0.25% | 74 | -1,591 | -3.79% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 39,641 | 1,401 | 0.06% | 0.05% | 75 | +10,778 | 37.34% | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Added to | 39,342 | 1,391 | 0.0% | 0.0% | 76 | +5,084 | 14.84% | Q4 2025 | Feb 12, 2026 |
| Atlas Wealth LLC | History | Reduced | 37,832 | 1,337 | 0.41% | 0.44% | 77 | -317 | -0.83% | Q4 2025 | Feb 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 37,285 | 1,318 | 0.42% | 0.41% | 78 | +2,446 | 7.02% | Q4 2025 | Feb 03, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 35,895 | 1,281 | 0.13% | 0.13% | 79 | +1,142 | 3.29% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 34,223 | 1,209 | 0.01% | 0.0% | 80 | +27,864 | 438.18% | Q4 2025 | Jan 29, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 33,155 | 1,172 | 0.43% | 0.27% | 81 | +14,593 | 78.62% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 31,924 | 1,128 | 0.01% | 0.01% | 82 | +1,797 | 5.96% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 31,315 | 1,107 | 0.0% | 0.0% | 83 | -16,421 | -34.4% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 30,549 | 1,079 | 0.04% | 0.06% | 84 | -12,225 | -28.58% | Q4 2025 | Jan 13, 2026 |
| StoneX Group Inc. | History | Added to | 28,955 | 1,023 | 0.04% | 0.03% | 85 | +6,753 | 30.42% | Q4 2025 | Feb 12, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 26,170 | 925 | 0.66% | 0.62% | 86 | +2,635 | 11.2% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25,954 | 917 | 0.01% | 0.01% | 87 | +1,148 | 4.63% | Q4 2025 | Jan 23, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 25,879 | 914 | 1.73% | — | 88 | +25,879 | New | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 25,698 | 908 | 0.01% | 0.01% | 89 | -327 | -1.26% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,566 | 868 | 0.0% | 0.0% | 90 | -61,877 | -71.58% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 24,522 | 866 | 0.02% | 0.02% | 91 | -137 | -0.56% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 24,375 | 861 | 0.06% | 0.06% | 92 | +2,259 | 10.21% | Q4 2025 | Feb 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 22,969 | 811 | 0.27% | 0.29% | 93 | -664 | -2.81% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,179 | 784 | 0.0% | 0.0% | 94 | -25,217 | -53.2% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 21,936 | 775 | 0.02% | 0.02% | 95 | +1,680 | 8.29% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 21,450 | 758 | 0.01% | 0.02% | 96 | -4,856 | -18.46% | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 20,776 | 734 | 0.11% | 0.1% | 97 | +2,370 | 12.88% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 20,404 | 721 | 0.01% | 0.02% | 98 | +1,113 | 5.77% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 18,343 | 655 | 0.0% | 0.0% | 99 | +6,505 | 54.95% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,224 | 644 | 0.0% | 0.0% | 100 | +618 | 3.51% | Q4 2025 | Feb 06, 2026 |
| CLG LLC | History | Reduced | 17,708 | 625 | 0.16% | 0.18% | 101 | -199 | -1.11% | Q4 2025 | Jan 15, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 16,282 | 575 | 0.34% | 0.37% | 102 | -300 | -1.81% | Q4 2025 | Jan 29, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 16,192 | 572 | 0.24% | 0.25% | 103 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 16,179 | 571 | 0.07% | 0.08% | 104 | +1,172 | 7.81% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 15,695 | 554 | 0.0% | 0.01% | 105 | -16,632 | -51.45% | Q4 2025 | Jan 26, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 15,193 | 537 | 0.11% | — | 106 | +15,193 | New | Q4 2025 | Feb 13, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 14,999 | 530 | 0.1% | 0.07% | 107 | +5,718 | 61.61% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 14,461 | 511 | 0.01% | 0.01% | 108 | -1,844 | -11.31% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 14,467 | 511 | 0.38% | 0.39% | 109 | +469 | 3.35% | Q4 2025 | Jan 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,382 | 508 | 0.01% | 0.01% | 110 | +718 | 5.25% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,472 | 476 | 0.13% | 0.13% | 111 | -315 | -2.28% | Q4 2025 | Feb 04, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 13,398 | 473 | 0.15% | 0.16% | 112 | -725 | -5.13% | Q4 2025 | Jan 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 12,705 | 449 | 0.07% | 0.08% | 113 | -5 | -0.04% | Q4 2025 | Feb 17, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 12,614 | 445 | 0.4% | 0.24% | 114 | +5,339 | 73.39% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 11,941 | 422 | 0.0% | 0.0% | 115 | +3,976 | 49.92% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | New | 11,232 | 397 | 0.07% | — | 117 | +11,232 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 11,247 | 397 | 0.12% | 0.13% | 116 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,200 | 395 | 0.01% | 0.0% | 118 | -150 | -1.32% | Q4 2025 | Feb 02, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,957 | 387 | 0.01% | 0.01% | 119 | +75 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,205 | 360 | 0.01% | 0.01% | 120 | -3,384 | -24.9% | Q4 2025 | Jan 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,180 | 359 | 0.01% | 0.01% | 121 | +1,183 | 13.15% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,252 | 357 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,874 | 349 | 0.02% | 0.05% | 123 | -12,706 | -56.27% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Reduced | 9,105 | 321 | 0.02% | 0.02% | 124 | -3,065 | -25.18% | Q4 2025 | Jan 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 9,025 | 319 | 0.0% | 0.0% | 125 | +2,465 | 37.58% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Partners LLC | History | Reduced | 8,658 | 306 | 0.14% | 0.14% | 126 | -106 | -1.21% | Q4 2025 | Feb 17, 2026 |
| Petix & Botte Co | History | No change | 8,626 | 304 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 8,332 | 294 | 0.01% | 0.01% | 128 | +579 | 7.47% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,113 | 286 | 0.02% | 0.02% | 129 | +10 | 0.12% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,715 | 272 | 0.01% | 0.01% | 130 | -225 | -2.83% | Q4 2025 | Feb 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 7,503 | 265 | 0.02% | — | 132 | +7,503 | New | Q4 2025 | Jan 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,512 | 265 | 0.0% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| World Investment Advisors | History | New | 7,385 | 261 | 0.0% | — | 133 | +7,385 | New | Q4 2025 | Mar 12, 2026 |
| WEDBUSH SECURITIES INC | History | New | 7,169 | 253 | 0.01% | — | 134 | +7,169 | New | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 6,896 | 243 | 0.07% | 0.09% | 135 | -1,057 | -13.29% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,433 | 229 | 0.02% | 0.02% | 136 | -1,026 | -13.76% | Q4 2025 | Jan 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,412 | 226 | 0.01% | 0.01% | 137 | -2,228 | -25.79% | Q4 2025 | Jan 12, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 6,325 | 223 | 0.1% | 0.08% | 138 | +248 | 4.08% | Q4 2025 | Jan 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 6,271 | 221 | 0.03% | 0.03% | 139 | +420 | 7.18% | Q4 2025 | Jan 07, 2026 |
| Rossby Financial, LCC | History | Reduced | 6,058 | 214 | 0.07% | 0.07% | 140 | -314 | -4.93% | Q4 2025 | Feb 12, 2026 |
| tru Independence LLC | History | Reduced | 6,009 | 212 | 0.05% | 0.06% | 141 | -203 | -3.27% | Q4 2025 | Jan 22, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,924 | 209 | 0.0% | 0.0% | 142 | -310 | -4.97% | Q4 2025 | Jan 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 5,735 | 202 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,681 | 200 | 0.0% | — | 144 | +5,681 | New | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 3,855 | 136 | 0.0% | 0.0% | 145 | +120 | 3.21% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,062 | 108 | 0.01% | 0.0% | 147 | +1,531 | 100.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,057 | 108 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| REAP Financial Group, LLC | History | No change | 2,834 | 100 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2,743 | 96 | 0.02% | 0.14% | 149 | -17,530 | -86.47% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,348 | 83 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 2,083 | 73 | 0.0% | — | 151 | +2,083 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,086 | 73 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,162 | 41 | 0.02% | 0.01% | 154 | +512 | 78.77% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,183 | 41 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,111 | 39 | 0.0% | 0.0% | 155 | +557 | 100.54% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,039 | 36 | 0.0% | 0.0% | 156 | +385 | 58.87% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | No change | 1,000 | 35 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | New | 916 | 32 | 0.02% | — | 158 | +916 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | New | 886 | 31 | 0.0% | — | 159 | +886 | New | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 884 | 31 | 0.0% | — | 160 | +870 | 6214.29% | Q4 2025 | Jan 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 815 | 28 | 0.02% | 0.06% | 163 | -16,258 | -95.23% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 800 | 28 | 0.0% | — | 161 | +800 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 810 | 28 | 0.0% | 0.0% | 162 | -291 | -26.43% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | No change | 767 | 27 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 665 | 23 | 0.0% | — | 165 | +665 | New | Q4 2025 | Feb 09, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 503 | 17 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 407 | 14 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 363 | 12 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 340 | 12 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wagner Wealth Management, LLC | History | No change | 135 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 85 | 3 | 0.0% | — | 171 | +85 | New | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 66 | 2 | 0.0% | — | 172 | +66 | New | Q4 2025 | Jan 21, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -17,618 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,344 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,015 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.14% | — | -5,977 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,788 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,220 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,115 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 10, 2025 |