FIRST TRUST EXCHANGE-TRADED FUND VI - FTHI
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 | 9,636,369 | 221,154 | 0.06% | 0.06% | 1 | +618,016 | 6.85% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,857,331 | 157,375 | 0.03% | 0.03% | 2 | +412,554 | 6.4% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,904,147 | 89,600 | 0.03% | 0.02% | 3 | +715,811 | 22.45% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,783,188 | 86,824 | 0.02% | 0.02% | 4 | +298,320 | 8.56% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,010,900 | 69,100 | 0.42% | 0.41% | 5 | +206,072 | 7.35% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,527,288 | 58,001 | 0.01% | 0.01% | 6 | +456,702 | 22.06% | Q1 2026 | May 15, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 2,367,488 | 54,333 | 24.02% | 22.79% | 7 | +270,130 | 12.88% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,001,347 | 45,911 | 0.01% | 0.01% | 8 | +994,125 | 98.7% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,896,206 | 43,517 | 0.06% | 0.06% | 9 | +140,701 | 8.01% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,816,393 | 41,686 | 0.04% | 0.04% | 10 | +431,366 | 31.14% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 861,379 | 19,768 | 0.05% | 0.04% | 11 | +202,594 | 30.75% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 679,249 | 15,589 | 0.04% | 0.04% | 12 | +17,647 | 2.67% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 593,180 | 13,613 | 0.01% | 0.01% | 13 | +6,491 | 1.11% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 522,700 | 11,995 | 0.01% | — | 14 | +522,700 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 507,402 | 11,645 | 0.03% | 0.03% | 15 | +22,031 | 4.54% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 434,097 | 9,962 | 0.01% | 0.02% | 16 | -146,752 | -25.27% | Q1 2026 | May 15, 2026 |
| Sun Financial Inc | History | Added to | 401,866 | 9,652 | 4.83% | 4.88% | 17 | +31,152 | 8.4% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Reduced | 411,435 | 9,442 | 0.68% | 0.87% | 18 | -46,342 | -10.12% | Q1 2026 | May 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 409,674 | 9,402 | 1.14% | 1.35% | 19 | -48,103 | -10.51% | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | New | 405,975 | 9,317 | 0.22% | — | 20 | +405,975 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 394,242 | 9,047 | 0.24% | 0.22% | 21 | +32,385 | 8.95% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 374,265 | 8,589 | 0.65% | 0.66% | 22 | +17,652 | 4.95% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 311,521 | 7,149 | 0.17% | 0.18% | 23 | -2,904 | -0.92% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 300,049 | 6,886 | 0.0% | 0.0% | 24 | +15,634 | 5.5% | Q1 2026 | May 07, 2026 |
| Cooper Financial Group | History | New | 297,955 | 6,838 | 0.69% | — | 25 | +297,955 | New | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | New | 292,101 | 6,703 | 0.01% | — | 26 | +292,101 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 256,623 | 5,889 | 0.01% | 0.01% | 27 | -43 | -0.02% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 229,137 | 5,412 | 0.03% | 0.03% | 28 | +42,970 | 23.08% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 234,922 | 5,391 | 1.15% | 0.77% | 29 | +89,782 | 61.86% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 227,800 | 5,228 | 0.01% | 0.01% | 30 | +52,631 | 30.05% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 224,002 | 5,140 | 0.15% | 0.11% | 31 | +58,294 | 35.18% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 219,523 | 5,038 | 0.53% | 0.56% | 32 | +1,957 | 0.9% | Q1 2026 | May 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 218,950 | 5,024 | 0.91% | 1.27% | 33 | +19,469 | 9.76% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 212,991 | 4,888 | 0.02% | 0.02% | 34 | +48,364 | 29.38% | Q1 2026 | Apr 30, 2026 |
| RiverTree Advisors, LLC | History | Added to | 211,386 | 4,851 | 3.07% | 2.95% | 35 | +15,755 | 8.05% | Q1 2026 | Apr 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 206,225 | 4,732 | 1.7% | 1.67% | 36 | +6,135 | 3.07% | Q1 2026 | Apr 14, 2026 |
| Integrity Wealth Partners, LLC | History | New | 205,814 | 4,723 | 4.25% | — | 37 | +205,814 | New | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 198,355 | 4,585 | 0.01% | 0.01% | 38 | -46,670 | -19.05% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 190,571 | 4,484 | 0.1% | 0.11% | 39 | +661 | 0.35% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 186,574 | 4,281 | 0.09% | 0.09% | 40 | -989 | -0.53% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 177,399 | 4,071 | 0.18% | 0.18% | 41 | +10,180 | 6.09% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 165,360 | 3,795 | 0.3% | 0.3% | 42 | +5,861 | 3.67% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 164,271 | 3,770 | 0.06% | 0.06% | 43 | +12,506 | 8.24% | Q1 2026 | Apr 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 163,601 | 3,754 | 0.0% | 0.0% | 44 | +35,554 | 27.77% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 158,308 | 3,633 | 0.06% | 0.05% | 45 | +48,336 | 43.95% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 154,335 | 3,541 | 0.02% | 0.02% | 46 | -35,772 | -18.82% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152,861 | 3,528 | 0.03% | 0.04% | 47 | +11,718 | 8.3% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 150,330 | 3,450 | 0.03% | 0.04% | 48 | +18,302 | 13.86% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 149,935 | 3,441 | 0.01% | 0.01% | 49 | -98,905 | -39.75% | Q1 2026 | May 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 149,549 | 3,432 | 2.27% | 2.43% | 50 | -1,767 | -1.17% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 145,039 | 3,328 | 0.04% | 0.03% | 51 | +23,605 | 19.44% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 132,697 | 3,045 | 0.75% | 2.25% | 52 | +28,649 | 27.53% | Q1 2026 | May 12, 2026 |
| Janney Capital Management LLC | History | No change | 128,233 | 3,029 | 0.19% | 0.19% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 127,277 | 2,921 | 0.01% | 0.02% | 54 | -15,377 | -10.78% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 122,626 | 2,814 | 0.21% | 0.19% | 55 | +7,202 | 6.24% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 117,627 | 2,699 | 0.06% | 0.06% | 56 | +9,726 | 9.01% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 115,048 | 2,640 | 0.05% | 0.03% | 57 | +41,928 | 57.34% | Q1 2026 | Apr 17, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 112,072 | 2,572 | 0.28% | 0.31% | 58 | -5,471 | -4.65% | Q1 2026 | Apr 24, 2026 |
| Sequent Planning LLC | History | Added to | 108,578 | 2,491 | 0.6% | 0.62% | 59 | +6,206 | 6.06% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Added to | 107,237 | 2,461 | 0.0% | 0.0% | 60 | +2,123 | 2.02% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 100,703 | 2,311 | 0.05% | 0.04% | 61 | +28,135 | 38.77% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 99,907 | 2,292 | 0.07% | 0.06% | 62 | +24,560 | 32.6% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 96,385 | 2,212 | 0.02% | 0.01% | 63 | +33,418 | 53.07% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 95,194 | 2,184 | 0.03% | 0.03% | 64 | +3,015 | 3.27% | Q1 2026 | May 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 89,146 | 2,045 | 0.65% | 0.56% | 65 | +13,323 | 17.57% | Q1 2026 | Apr 23, 2026 |
| DAVIDSON TRUST CO | History | Added to | 85,321 | 1,958 | 0.84% | 0.82% | 66 | +1,801 | 2.16% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 82,315 | 1,889 | 0.03% | 0.03% | 67 | +4,166 | 5.33% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 80,702 | 1,852 | 0.02% | 0.01% | 68 | +28,619 | 54.95% | Q1 2026 | Apr 16, 2026 |
| ARWA LLC | History | Added to | 75,377 | 1,785 | 0.88% | 0.55% | 69 | +35,633 | 89.66% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 76,790 | 1,762 | 0.08% | 0.07% | 70 | +14,490 | 23.26% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 70,540 | 1,618 | 0.8% | 0.4% | 71 | +34,801 | 97.38% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 68,393 | 1,569 | 0.01% | 0.01% | 72 | -14,563 | -17.56% | Q1 2026 | Apr 24, 2026 |
| Fermata Advisors, LLC | History | Added to | 67,329 | 1,545 | 0.35% | 0.22% | 73 | +27,918 | 70.84% | Q1 2026 | Apr 08, 2026 |
| Anchor Capital Management Group Inc | History | No change | 67,000 | 1,537 | 1.07% | 0.8% | 74 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 66,426 | 1,524 | 0.01% | 0.01% | 75 | +947 | 1.45% | Q1 2026 | Jun 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 66,013 | 1,515 | 0.05% | 0.05% | 76 | +5,474 | 9.04% | Q1 2026 | Apr 07, 2026 |
| LVZ, Inc. | History | Added to | 64,152 | 1,472 | 0.17% | 0.17% | 77 | +551 | 0.87% | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Added to | 64,074 | 1,470 | 0.3% | 0.28% | 78 | +10,022 | 18.54% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 64,021 | 1,469 | 0.01% | 0.01% | 79 | +10,735 | 20.15% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 61,547 | 1,412 | 0.07% | 0.07% | 80 | +6,674 | 12.16% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 60,484 | 1,388 | 0.05% | 0.05% | 81 | +40,628 | 204.61% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 60,205 | 1,381 | 0.07% | 0.06% | 82 | +13,873 | 29.94% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Added to | 59,307 | 1,361 | 0.23% | 0.22% | 83 | +1,747 | 3.04% | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 59,224 | 1,359 | 0.08% | 0.08% | 84 | +3,543 | 6.36% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 58,304 | 1,338 | 0.03% | 0.04% | 85 | -23,551 | -28.77% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 55,266 | 1,268 | 0.0% | 0.0% | 86 | +25,321 | 84.56% | Q1 2026 | May 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 52,315 | 1,238 | 0.8% | 0.81% | 87 | +310 | 0.6% | Q1 2026 | Apr 24, 2026 |
| Sigma Planning Corp | History | Added to | 52,852 | 1,212 | 0.03% | 0.02% | 88 | +15,426 | 41.22% | Q1 2026 | May 04, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 51,714 | 1,186 | 0.47% | 0.49% | 89 | +1,592 | 3.18% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Added to | 50,882 | 1,167 | 0.01% | 0.01% | 90 | +13,027 | 34.41% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 50,033 | 1,148 | 0.0% | 0.0% | 91 | -110,731 | -68.88% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 49,305 | 1,131 | 0.01% | 0.03% | 92 | -25,895 | -34.43% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Added to | 47,801 | 1,097 | 0.29% | 0.31% | 93 | +200 | 0.42% | Q1 2026 | Apr 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 47,759 | 1,096 | 0.59% | 0.58% | 94 | +2,989 | 6.68% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 46,169 | 1,065 | 0.07% | 0.07% | 95 | +4,712 | 11.37% | Q1 2026 | May 01, 2026 |
| Elevation Wealth Management LLC | History | Added to | 45,573 | 1,045 | 0.96% | 1.01% | 96 | +1,069 | 2.4% | Q1 2026 | May 11, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 42,035 | 998 | 1.29% | 1.29% | 97 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 43,107 | 989 | 0.07% | 0.07% | 98 | -654 | -1.49% | Q1 2026 | Apr 20, 2026 |
| Moors & Cabot, Inc. | History | Added to | 42,237 | 969 | 0.04% | 0.02% | 99 | +20,435 | 93.73% | Q1 2026 | May 08, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 41,800 | 959 | 0.48% | 0.5% | 100 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 41,408 | 950 | 0.01% | 0.01% | 101 | +13,957 | 50.84% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 41,072 | 942 | 0.01% | 0.02% | 102 | -29,719 | -41.98% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 40,291 | 924 | 0.04% | 0.04% | 103 | -493 | -1.21% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 39,097 | 897 | 0.01% | 0.01% | 104 | -6,859 | -14.93% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 38,896 | 892 | 0.45% | 0.01% | 105 | +38,447 | 8562.81% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 36,636 | 841 | 0.01% | 0.01% | 106 | +4,575 | 14.27% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | New | 35,411 | 812 | 0.01% | — | 107 | +35,411 | New | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 34,711 | 796 | 0.09% | 0.01% | 108 | +29,156 | 524.86% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Partners LLC | History | Reduced | 34,333 | 787 | 0.37% | 0.38% | 109 | -1,243 | -3.49% | Q1 2026 | May 08, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 33,225 | 762 | 0.65% | 0.69% | 110 | +580 | 1.78% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 32,184 | 738 | 0.02% | 0.01% | 111 | +3,276 | 11.33% | Q1 2026 | Apr 23, 2026 |
| Belpointe Asset Management LLC | History | New | 31,824 | 730 | 0.03% | — | 112 | +31,824 | New | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | New | 30,900 | 712 | 0.04% | — | 113 | +30,900 | New | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 28,596 | 677 | 0.05% | 0.06% | 114 | +594 | 2.12% | Q1 2026 | May 01, 2026 |
| PMG Family Office LLC | History | Added to | 28,457 | 653 | 0.73% | 0.42% | 116 | +12,909 | 83.03% | Q1 2026 | Apr 17, 2026 |
| Independent Wealth Network Inc. | History | Added to | 28,485 | 653 | 0.19% | 0.16% | 115 | +6,965 | 32.37% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,941 | 641 | 0.0% | 0.0% | 117 | -64,802 | -69.87% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,693 | 635 | 0.0% | 0.0% | 118 | -245 | -0.88% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 26,392 | 606 | 0.02% | 0.02% | 119 | +679 | 2.64% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 26,065 | 598 | 0.01% | 0.02% | 120 | -4,719 | -15.33% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 26,049 | 597 | 0.0% | 0.0% | 121 | -1,574 | -5.7% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 25,698 | 589 | 0.02% | 0.02% | 122 | +5,853 | 29.49% | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | New | 25,325 | 581 | 0.11% | — | 123 | +25,325 | New | Q1 2026 | Apr 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 24,835 | 569 | 0.04% | 0.02% | 124 | +13,360 | 116.43% | Q1 2026 | Apr 22, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 24,547 | 563 | 0.15% | 0.13% | 125 | +4,529 | 22.62% | Q1 2026 | Apr 15, 2026 |
| WESBANCO BANK INC | History | Added to | 24,246 | 556 | 0.02% | 0.01% | 126 | +1,629 | 7.2% | Q1 2026 | Apr 21, 2026 |
| Richmond Investment Services, LLC | History | Added to | 23,903 | 548 | 0.09% | 0.06% | 127 | +8,789 | 58.15% | Q1 2026 | Apr 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 22,954 | 526 | 0.03% | 0.03% | 128 | +11,536 | 101.03% | Q1 2026 | Apr 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 22,342 | 512 | 0.16% | 0.16% | 129 | +377 | 1.72% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 21,409 | 491 | 0.15% | 0.14% | 131 | +3,020 | 16.42% | Q1 2026 | Apr 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 21,404 | 491 | 0.0% | 0.0% | 130 | -360 | -1.65% | Q1 2026 | May 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 21,321 | 489 | 0.29% | 0.31% | 132 | +573 | 2.76% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 21,141 | 485 | 0.0% | 0.0% | 133 | -497 | -2.3% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 20,439 | 469 | 0.17% | 0.02% | 134 | +18,297 | 854.2% | Q1 2026 | May 05, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 20,257 | 464 | 0.09% | 0.07% | 135 | +187 | 0.93% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 19,501 | 448 | 0.02% | 0.02% | 136 | +3,372 | 20.91% | Q1 2026 | May 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 18,998 | 436 | 0.07% | 0.12% | 137 | -17,727 | -48.27% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 18,650 | 428 | 0.06% | 0.06% | 138 | -300 | -1.58% | Q1 2026 | Apr 22, 2026 |
| Everest Financial Group LLC | History | New | 18,500 | 424 | 0.07% | — | 140 | +18,500 | New | Q1 2026 | May 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 18,482 | 424 | 0.2% | 0.22% | 139 | +35 | 0.19% | Q1 2026 | May 08, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 18,047 | 414 | 0.21% | 0.31% | 141 | -7,048 | -28.09% | Q1 2026 | May 11, 2026 |
| Edge Financial Advisors LLC | History | No change | 17,780 | 414 | 0.17% | 0.17% | 142 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 18,038 | 413 | 0.01% | 0.01% | 143 | +3,623 | 25.13% | Q1 2026 | Apr 29, 2026 |
| SMITH, MOORE & CO. | History | Added to | 17,081 | 392 | 0.03% | 0.03% | 144 | +233 | 1.38% | Q1 2026 | May 05, 2026 |
| Redmond Asset Management, LLC | History | Added to | 17,032 | 390 | 0.11% | 0.09% | 145 | +2,225 | 15.03% | Q1 2026 | May 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,275 | 373 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| StoneX Group Inc. | History | Reduced | 16,179 | 371 | 0.02% | 0.04% | 147 | -27,037 | -62.56% | Q1 2026 | May 14, 2026 |
| Advisory Advocates, LLC | History | No change | 15,800 | 362 | 0.37% | 0.37% | 148 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 15,697 | 360 | 0.02% | 0.01% | 149 | +5,655 | 56.31% | Q1 2026 | May 13, 2026 |
| KKM Financial LLC | History | No change | 14,868 | 351 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 15,149 | 347 | 0.02% | 0.02% | 151 | -863 | -5.39% | Q1 2026 | Apr 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 14,866 | 343 | 0.07% | 0.08% | 152 | -250 | -1.65% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Reduced | 14,849 | 340 | 0.02% | 0.02% | 153 | -1,149 | -7.18% | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 14,407 | 330 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 14,368 | 329 | 0.08% | 0.09% | 155 | -1,148 | -7.4% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | New | 14,249 | 327 | 0.03% | — | 156 | +14,249 | New | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 14,125 | 324 | 0.0% | 0.0% | 157 | +989 | 7.53% | Q1 2026 | May 11, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 13,920 | 319 | 0.04% | 0.04% | 158 | +166 | 1.21% | Q1 2026 | Apr 10, 2026 |
| Uniting Wealth Partners, LLC | History | New | 13,722 | 314 | 0.07% | — | 159 | +13,722 | New | Q1 2026 | Apr 22, 2026 |
| Sachetta, LLC | History | Added to | 13,617 | 312 | 0.17% | 0.17% | 160 | +305 | 2.29% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,965 | 297 | 0.0% | 0.0% | 161 | -10,407 | -44.53% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | New | 12,941 | 296 | 0.0% | — | 162 | +12,941 | New | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 12,850 | 294 | 0.01% | 0.01% | 163 | -3,060 | -19.23% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 12,797 | 293 | 0.01% | 0.01% | 164 | -1,915 | -13.02% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Added to | 12,792 | 293 | 0.03% | 0.03% | 165 | +1,223 | 10.57% | Q1 2026 | Apr 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,730 | 292 | 0.01% | 0.01% | 166 | +726 | 6.05% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | New | 12,657 | 290 | 0.0% | — | 167 | +12,657 | New | Q1 2026 | May 05, 2026 |
| Clearwater Capital Advisors, LLC | History | New | 12,648 | 290 | 0.02% | — | 168 | +12,648 | New | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,344 | 283 | 0.0% | 0.0% | 169 | -7,914 | -39.07% | Q1 2026 | May 01, 2026 |
| Asset Allocation Strategies LLC | History | New | 12,186 | 279 | 0.05% | — | 170 | +12,186 | New | Q1 2026 | Apr 22, 2026 |
| Ignite Planners, LLC | History | New | 12,050 | 276 | 0.04% | — | 173 | +12,050 | New | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 12,041 | 276 | 0.11% | 0.1% | 171 | -716 | -5.61% | Q1 2026 | Apr 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,038 | 276 | 0.14% | 0.15% | 172 | +97 | 0.81% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,353 | 270 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Goldenstone Wealth Management LLC | History | New | 11,587 | 265 | 0.19% | — | 175 | +11,587 | New | Q1 2026 | May 08, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 11,266 | 258 | 0.17% | 0.18% | 176 | +30 | 0.27% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,839 | 248 | 0.0% | — | 177 | +10,839 | New | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,721 | 246 | 0.0% | 0.0% | 178 | -222 | -2.03% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,350 | 237 | 0.0% | 0.0% | 179 | +17 | 0.16% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 10,313 | 236 | 0.01% | — | 180 | +10,313 | New | Q1 2026 | May 19, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,192 | 233 | 0.0% | 0.0% | 181 | +9 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Ferguson Shapiro LLC | History | Added to | 9,813 | 225 | 0.07% | 0.07% | 182 | +220 | 2.29% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 9,080 | 208 | 0.02% | 0.01% | 183 | -201 | -2.17% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 8,901 | 204 | 0.05% | 0.09% | 184 | -6,799 | -43.31% | Q1 2026 | May 06, 2026 |
| Global Assets Advisory, LLC | History | No change | 8,500 | 195 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 6,584 | 151 | 0.0% | — | 186 | +6,584 | New | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 5,594 | 128 | 0.08% | 0.07% | 187 | +763 | 15.79% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,502 | 126 | 0.0% | 0.0% | 188 | +46 | 0.84% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,602 | 125 | 0.0% | 0.0% | 189 | +2,123 | 61.02% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,602 | 105 | 0.01% | 0.01% | 190 | -1,094 | -19.21% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,995 | 91 | 0.0% | — | 191 | +3,995 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,783 | 89 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 3,314 | 76 | 0.0% | 0.0% | 193 | -501 | -13.13% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,260 | 51 | 0.0% | 0.0% | 194 | +591 | 35.41% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 2,207 | 50 | 0.0% | — | 195 | +2,207 | New | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 2,000 | 47 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 2,000 | 45 | 0.0% | 0.01% | 197 | -8,819 | -81.51% | Q1 2026 | May 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,954 | 44 | 0.03% | — | 198 | +1,954 | New | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 1,852 | 43 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Horizon Investments, LLC | History | Added to | 1,500 | 34 | 0.0% | 0.0% | 200 | +750 | 100.0% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,460 | 33 | 0.0% | 0.0% | 201 | -143 | -8.92% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | New | 1,273 | 29 | 0.01% | — | 202 | +1,273 | New | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 1,129 | 25 | 0.0% | — | 203 | +1,129 | New | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,050 | 24 | 0.01% | — | 204 | +1,050 | New | Q1 2026 | May 12, 2026 |
| Benson Wealth Management INC | History | Reduced | 884 | 20 | 0.03% | 0.17% | 206 | -5,703 | -86.58% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 882 | 20 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | New | 755 | 16 | 0.0% | — | 208 | +755 | New | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 734 | 16 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | New | 597 | 13 | 0.0% | — | 209 | +597 | New | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 559 | 12 | 0.0% | 0.0% | 210 | -354 | -38.77% | Q1 2026 | Apr 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 550 | 12 | 0.01% | 0.02% | 211 | -50 | -8.33% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 518 | 11 | 0.0% | 0.01% | 212 | -1,509 | -74.44% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | New | 515 | 11 | 0.0% | — | 213 | +515 | New | Q1 2026 | May 06, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 246 | 5 | 0.0% | 0.01% | 214 | -80 | -24.54% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Added to | 123 | 3 | 0.0% | 0.0% | 216 | +2 | 1.65% | Q1 2026 | Apr 06, 2026 |
| Mosley Wealth Management | History | New | 87 | 2 | 0.0% | — | 217 | +87 | New | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -173,772 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -100,990 | -100.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81,826 | -100.0% | Q1 2026 | May 12, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -48,773 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -34,384 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,211 | -100.0% | Q1 2026 | May 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -19,546 | -100.0% | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -18,084 | -100.0% | Q1 2026 | May 15, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -14,346 | -100.0% | Q1 2026 | May 14, 2026 |
| Aurora Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -12,232 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -10,490 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,907 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,055 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.01% | — | -763 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q1 2026 | May 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |