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 | 11,072,185 | 264,071 | 0.06% | 0.06% | 1 | +1,435,816 | 14.9% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,618,216 | 181,694 | 0.03% | 0.03% | 2 | +760,885 | 11.1% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,419,943 | 105,415 | 0.03% | 0.03% | 3 | +515,796 | 13.21% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,862,199 | 92,113 | 0.02% | 0.02% | 4 | +79,011 | 2.09% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,325,004 | 79,289 | 0.02% | 0.01% | 5 | +1,323,657 | 66.14% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,126,282 | 74,561 | 0.41% | 0.42% | 6 | +115,382 | 3.83% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,801,431 | 66,814 | 0.01% | 0.01% | 7 | +274,143 | 10.85% | Q2 2026 | Aug 14, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 2,649,267 | 63,185 | 24.54% | 24.02% | 8 | +281,779 | 11.9% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,981,125 | 47,249 | 0.06% | 0.06% | 9 | +84,919 | 4.48% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 1,925,998 | 45,935 | 0.04% | 0.04% | 10 | +109,605 | 6.03% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 861,379 | 19,768 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 750,989 | 17,911 | 0.03% | 0.04% | 12 | +71,740 | 10.56% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 707,200 | 16,866 | 0.01% | 0.01% | 13 | +184,500 | 35.3% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 597,670 | 14,254 | 0.01% | 0.01% | 14 | +4,490 | 0.76% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 556,384 | 13,270 | 0.02% | 0.01% | 15 | +122,287 | 28.17% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 533,809 | 12,731 | 0.03% | 0.03% | 16 | +26,407 | 5.2% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 482,564 | 11,509 | 0.02% | 0.01% | 17 | +190,463 | 65.2% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | Added to | 440,389 | 10,503 | 0.7% | 0.68% | 18 | +28,954 | 7.04% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 438,628 | 10,461 | 1.14% | 1.14% | 19 | +28,954 | 7.07% | Q2 2026 | Aug 11, 2026 |
| Sun Financial Inc | History | Added to | 422,859 | 10,131 | 4.78% | 4.83% | 20 | +20,993 | 5.22% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 412,413 | 9,836 | 0.18% | 0.22% | 21 | +6,438 | 1.59% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 409,600 | 9,768 | 0.23% | 0.24% | 22 | +15,358 | 3.9% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | Added to | 402,531 | 9,600 | 0.66% | 0.65% | 23 | +28,266 | 7.55% | Q2 2026 | Aug 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 341,988 | 8,152 | 1.01% | 0.91% | 24 | +123,038 | 56.19% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 314,224 | 7,494 | 0.0% | 0.0% | 25 | +14,175 | 4.72% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 311,223 | 7,422 | 0.16% | 0.17% | 26 | -298 | -0.1% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 303,003 | 7,226 | 0.15% | 0.04% | 27 | +262,712 | 652.04% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 293,695 | 7,004 | 0.05% | 0.15% | 28 | +69,693 | 31.11% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 285,468 | 6,808 | 0.01% | 0.01% | 29 | +57,668 | 25.32% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 273,877 | 6,531 | 0.04% | 0.03% | 30 | +44,740 | 19.53% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 270,393 | 6,448 | 0.01% | 0.01% | 31 | +13,770 | 5.37% | Q2 2026 | Aug 13, 2026 |
| Cooper Financial Group | History | Reduced | 258,359 | 6,161 | 0.51% | 0.69% | 32 | -39,596 | -13.29% | Q2 2026 | Jul 08, 2026 |
| Archer Investment Corp | History | Added to | 256,019 | 6,106 | 1.2% | 1.15% | 33 | +21,097 | 8.98% | Q2 2026 | Aug 03, 2026 |
| RiverTree Advisors, LLC | History | Added to | 253,238 | 6,039 | 3.57% | 3.07% | 34 | +41,852 | 19.8% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 244,991 | 5,843 | 0.02% | 0.02% | 35 | +32,000 | 15.02% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 231,315 | 5,516 | 0.01% | 0.01% | 36 | +81,380 | 54.28% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 226,905 | 5,411 | 0.49% | 0.53% | 37 | +7,382 | 3.36% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 221,026 | 5,271 | 0.04% | 0.03% | 38 | +68,165 | 44.59% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 219,137 | 5,243 | 0.01% | 0.01% | 39 | +20,782 | 10.48% | Q2 2026 | Jul 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 214,232 | 5,079 | 0.1% | 0.1% | 40 | +23,661 | 12.42% | Q2 2026 | Jul 29, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 211,875 | 5,053 | 2.46% | — | 41 | +211,875 | New | Q2 2026 | Jul 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 206,649 | 4,928 | 1.48% | 1.7% | 42 | +424 | 0.21% | Q2 2026 | Jul 07, 2026 |
| Integrity Wealth Partners, LLC | History | No change | 205,814 | 4,723 | 4.25% | 4.25% | 43 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 194,932 | 4,649 | 0.09% | 0.03% | 44 | +136,628 | 234.34% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 189,146 | 4,511 | 0.18% | 0.18% | 45 | +11,747 | 6.62% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 188,692 | 4,500 | 0.07% | 0.05% | 46 | +73,644 | 64.01% | Q2 2026 | Jul 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 177,809 | 4,240 | 0.28% | 0.3% | 47 | +12,449 | 7.53% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 173,534 | 4,138 | 0.08% | 0.09% | 48 | -13,040 | -6.99% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 173,020 | 4,126 | 0.0% | 0.0% | 49 | +9,419 | 5.76% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 169,192 | 4,035 | 0.05% | 0.06% | 50 | +10,884 | 6.88% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 165,981 | 3,958 | 0.03% | 0.04% | 51 | +20,942 | 14.44% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 163,360 | 3,896 | 0.02% | 0.01% | 52 | +36,083 | 28.35% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 144,902 | 3,455 | 0.02% | 0.03% | 53 | -5,428 | -3.61% | Q2 2026 | Sep 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 143,199 | 3,415 | 0.05% | 0.06% | 54 | -21,072 | -12.83% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | Reduced | 143,090 | 3,409 | 0.01% | 0.02% | 55 | -11,245 | -7.29% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 137,965 | 3,290 | 1.36% | 0.8% | 56 | +67,425 | 95.58% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 127,503 | 3,041 | 0.0% | 0.0% | 57 | +20,266 | 18.9% | Q2 2026 | Aug 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 126,660 | 3,020 | 1.87% | 2.27% | 58 | -22,889 | -15.31% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 124,634 | 2,972 | 0.18% | 0.21% | 59 | +2,008 | 1.64% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 117,586 | 2,804 | 0.06% | 0.06% | 60 | -41 | -0.03% | Q2 2026 | Aug 14, 2026 |
| ARWA LLC | History | Added to | 117,013 | 2,787 | 1.16% | 0.88% | 61 | +41,636 | 55.24% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 116,025 | 2,767 | 0.06% | 0.05% | 62 | +15,322 | 15.22% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 111,500 | 2,659 | 0.01% | 0.01% | 63 | +43,107 | 63.03% | Q2 2026 | Jul 27, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 110,177 | 2,627 | 0.24% | 0.28% | 64 | -1,895 | -1.69% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 109,429 | 2,609 | 0.07% | 0.07% | 65 | +9,522 | 9.53% | Q2 2026 | Jul 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 108,088 | 2,577 | 0.03% | 0.03% | 66 | +25,773 | 31.31% | Q2 2026 | Aug 18, 2026 |
| Mission Financial Group, LLC | History | New | 104,577 | 2,494 | 2.07% | — | 67 | +104,577 | New | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 102,951 | 2,455 | 0.01% | 0.01% | 68 | +36,525 | 54.99% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 96,385 | 2,298 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 92,823 | 2,213 | 0.09% | 0.08% | 70 | +16,033 | 20.88% | Q2 2026 | Jul 27, 2026 |
| Sequent Planning LLC | History | Reduced | 91,757 | 2,188 | 0.47% | 0.6% | 71 | -16,821 | -15.49% | Q2 2026 | Aug 14, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 90,720 | 2,163 | 0.64% | 0.65% | 72 | +1,574 | 1.77% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | Added to | 85,472 | 2,038 | 0.02% | 0.02% | 73 | +4,770 | 5.91% | Q2 2026 | Jul 15, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 82,671 | 1,971 | 0.77% | 0.84% | 74 | -2,650 | -3.11% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 73,114 | 1,743 | 0.01% | 0.01% | 75 | +22,232 | 43.69% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 72,373 | 1,726 | 0.01% | 0.01% | 76 | +8,352 | 13.05% | Q2 2026 | Aug 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 69,901 | 1,667 | 0.07% | 0.07% | 77 | +9,696 | 16.1% | Q2 2026 | Jul 22, 2026 |
| Fermata Advisors, LLC | History | Added to | 69,541 | 1,658 | 0.34% | 0.35% | 78 | +2,212 | 3.29% | Q2 2026 | Jul 07, 2026 |
| Triumph Capital Management | History | Added to | 67,475 | 1,609 | 0.29% | 0.3% | 79 | +3,401 | 5.31% | Q2 2026 | Jul 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 67,316 | 1,605 | 0.08% | 0.07% | 80 | +5,769 | 9.37% | Q2 2026 | Jul 23, 2026 |
| Anchor Capital Management Group Inc | History | No change | 67,000 | 1,597 | 1.1% | 1.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LVZ, Inc. | History | Added to | 66,922 | 1,596 | 0.16% | 0.17% | 82 | +2,770 | 4.32% | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 63,195 | 1,507 | 0.04% | 0.05% | 83 | -2,818 | -4.27% | Q2 2026 | Jul 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 62,967 | 1,501 | 0.02% | 0.03% | 84 | -32,227 | -33.85% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 62,114 | 1,481 | 0.02% | 0.0% | 85 | +45,839 | 281.65% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 61,010 | 1,455 | 0.08% | 0.08% | 86 | +1,786 | 3.02% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 60,324 | 1,438 | 0.04% | 0.03% | 87 | +7,472 | 14.14% | Q2 2026 | Aug 07, 2026 |
| Balboa Wealth Partners | History | Added to | 59,607 | 1,421 | 0.19% | 0.23% | 88 | +300 | 0.51% | Q2 2026 | Aug 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 52,115 | 1,288 | 0.74% | 0.8% | 89 | -200 | -0.38% | Q2 2026 | Jul 21, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 53,434 | 1,274 | 0.46% | 0.47% | 90 | +1,720 | 3.33% | Q2 2026 | Jul 07, 2026 |
| Summit Financial, LLC | History | Added to | 53,178 | 1,268 | 0.01% | 0.01% | 91 | +3,873 | 7.86% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 52,842 | 1,252 | 0.07% | 0.07% | 92 | +6,673 | 14.45% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 50,922 | 1,214 | 0.01% | 0.01% | 93 | +9,514 | 22.98% | Q2 2026 | Aug 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 49,661 | 1,184 | 0.05% | 0.04% | 94 | +7,424 | 17.58% | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | Added to | 48,657 | 1,160 | 0.53% | 0.59% | 95 | +898 | 1.88% | Q2 2026 | Jul 30, 2026 |
| Accel Wealth Management | History | Reduced | 47,001 | 1,120 | 0.25% | 0.29% | 96 | -800 | -1.67% | Q2 2026 | Jul 10, 2026 |
| Elevation Wealth Management LLC | History | Added to | 45,579 | 1,087 | 0.81% | 0.96% | 97 | +6 | 0.01% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | Added to | 45,359 | 1,081 | 0.02% | 0.01% | 98 | +9,948 | 28.09% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 45,325 | 1,075 | 0.05% | 0.04% | 99 | +14,425 | 46.68% | Q2 2026 | Jul 28, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 43,857 | 1,045 | 0.21% | 0.07% | 100 | +30,135 | 219.61% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 42,030 | 1,002 | 0.06% | 0.05% | 101 | -18,454 | -30.51% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 41,531 | 990 | 0.01% | 0.01% | 102 | +4,895 | 13.36% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 40,811 | 973 | 0.02% | 0.02% | 103 | +8,627 | 26.81% | Q2 2026 | Jul 21, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 40,098 | 956 | 0.29% | 0.17% | 104 | +19,659 | 96.18% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 39,189 | 934 | 0.01% | 0.01% | 105 | -1,883 | -4.58% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 39,094 | 932 | 0.38% | 0.45% | 106 | +198 | 0.51% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 38,259 | 912 | 0.38% | 0.2% | 107 | +19,777 | 107.01% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 37,388 | 891 | 0.08% | 0.09% | 108 | +2,677 | 7.71% | Q2 2026 | Jul 22, 2026 |
| GTS SECURITIES LLC | History | New | 37,156 | 886 | 0.02% | — | 109 | +37,156 | New | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 36,571 | 872 | 0.01% | 0.01% | 110 | -2,526 | -6.46% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 36,353 | 867 | 0.01% | — | 111 | +36,353 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 36,353 | 867 | 0.02% | — | 112 | +36,353 | New | Q2 2026 | Aug 12, 2026 |
| Southland Equity Partners LLC | History | Added to | 36,210 | 863 | 0.15% | 0.11% | 113 | +10,885 | 42.98% | Q2 2026 | Jul 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 35,852 | 855 | 0.87% | — | 114 | +35,852 | New | Q2 2026 | Jul 08, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 34,125 | 813 | 0.58% | 0.65% | 115 | +900 | 2.71% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | New | 32,484 | 774 | 0.0% | — | 116 | +32,484 | New | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 31,273 | 745 | 0.02% | 0.03% | 117 | -551 | -1.73% | Q2 2026 | Jul 31, 2026 |
| PMG Family Office LLC | History | Added to | 30,713 | 732 | 0.67% | 0.73% | 118 | +2,256 | 7.93% | Q2 2026 | Jul 16, 2026 |
| WESBANCO BANK INC | History | Added to | 30,039 | 716 | 0.02% | 0.02% | 119 | +5,793 | 23.89% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | Added to | 28,384 | 677 | 0.02% | 0.02% | 120 | +1,992 | 7.55% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 28,171 | 671 | 0.01% | 0.01% | 121 | +2,106 | 8.08% | Q2 2026 | Jul 20, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 27,430 | 654 | 0.43% | 0.19% | 122 | +15,843 | 136.73% | Q2 2026 | Aug 05, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 27,330 | 651 | 0.17% | 0.19% | 124 | -1,155 | -4.05% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,334 | 651 | 0.0% | 0.0% | 123 | -359 | -1.3% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Partners LLC | History | Reduced | 27,178 | 648 | 0.28% | 0.37% | 126 | -7,155 | -20.84% | Q2 2026 | Jul 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 27,180 | 648 | 0.12% | 0.15% | 125 | +2,633 | 10.73% | Q2 2026 | Jul 09, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 26,704 | 636 | 0.17% | 0.15% | 127 | +5,295 | 24.73% | Q2 2026 | Jul 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 25,985 | 619 | 0.02% | 0.01% | 128 | +13,135 | 102.22% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 25,503 | 608 | 0.04% | 0.07% | 129 | -17,604 | -40.84% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 25,412 | 598 | 0.04% | 0.05% | 130 | -3,184 | -11.13% | Q2 2026 | Jul 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 24,308 | 579 | 0.04% | 0.04% | 131 | -527 | -2.12% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,265 | 578 | 0.0% | 0.0% | 132 | -31,001 | -56.09% | Q2 2026 | Sep 02, 2026 |
| KKM Financial LLC | History | Added to | 23,597 | 562 | 0.08% | 0.06% | 134 | +8,729 | 58.71% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 23,575 | 562 | 0.0% | 0.0% | 133 | +2,171 | 10.14% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,120 | 551 | 0.0% | 0.0% | 135 | +1,979 | 9.36% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Added to | 23,050 | 549 | 0.06% | 0.03% | 136 | +10,258 | 80.19% | Q2 2026 | Jul 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 22,711 | 541 | 0.15% | 0.16% | 137 | +369 | 1.65% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 22,398 | 534 | 0.02% | 0.02% | 138 | -3,300 | -12.84% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,935 | 523 | 0.0% | 0.0% | 139 | +19,728 | 893.88% | Q2 2026 | Aug 12, 2026 |
| Scarborough Advisors, LLC | History | New | 21,543 | 512 | 0.06% | — | 140 | +21,543 | New | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | Reduced | 21,372 | 509 | 0.0% | 0.0% | 141 | -4,677 | -17.95% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 21,317 | 508 | 0.01% | 0.01% | 142 | +3,279 | 18.18% | Q2 2026 | Jul 17, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 20,900 | 498 | 0.23% | 0.48% | 143 | -20,900 | -50.0% | Q2 2026 | Jul 30, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 20,440 | 487 | 0.09% | 0.09% | 144 | +183 | 0.9% | Q2 2026 | Aug 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 20,214 | 482 | 0.02% | 0.02% | 145 | +713 | 3.66% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | New | 20,169 | 481 | 0.02% | — | 146 | +20,169 | New | Q2 2026 | Aug 13, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | New | 20,086 | 479 | 0.47% | — | 147 | +20,086 | New | Q2 2026 | Aug 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 19,373 | 462 | 0.24% | 0.29% | 148 | -1,948 | -9.14% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,007 | 453 | 0.01% | 0.01% | 149 | +6,277 | 49.31% | Q2 2026 | Jul 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 18,650 | 444 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Everest Financial Group LLC | History | No change | 18,500 | 441 | 0.06% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 18,478 | 440 | 0.01% | — | 153 | +18,478 | New | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 18,477 | 440 | 0.07% | 0.05% | 152 | +6,291 | 51.62% | Q2 2026 | Aug 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 18,046 | 430 | 0.03% | 0.03% | 154 | +3,797 | 26.65% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 17,821 | 425 | 0.02% | 0.02% | 155 | +2,672 | 17.64% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 17,796 | 424 | 0.06% | 0.07% | 156 | -1,202 | -6.33% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 17,414 | 415 | 0.03% | 0.03% | 157 | +333 | 1.95% | Q2 2026 | Aug 12, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 16,989 | 405 | 0.1% | 0.11% | 158 | -43 | -0.25% | Q2 2026 | Aug 14, 2026 |
| Advisory Advocates, LLC | History | Added to | 16,800 | 400 | 0.34% | 0.37% | 159 | +1,000 | 6.33% | Q2 2026 | Aug 10, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 16,754 | 399 | 0.19% | 0.21% | 160 | -1,293 | -7.16% | Q2 2026 | Jul 29, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 16,642 | 396 | 0.12% | 0.75% | 161 | -116,055 | -87.46% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | No change | 16,179 | 385 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thompson David Blair | History | Reduced | 15,214 | 362 | 0.18% | 0.23% | 163 | -2,585 | -14.52% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 15,697 | 360 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | Added to | 14,544 | 346 | 0.17% | 0.17% | 165 | +927 | 6.81% | Q2 2026 | Jul 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 14,050 | 333 | 0.07% | 0.07% | 166 | -816 | -5.49% | Q2 2026 | Jul 07, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 14,083 | 333 | 0.03% | 0.04% | 167 | +163 | 1.17% | Q2 2026 | Jul 10, 2026 |
| Van Diest Capital, LLC | History | New | 13,582 | 323 | 0.29% | — | 168 | +13,582 | New | Q2 2026 | Aug 04, 2026 |
| PCG Wealth Advisors, LLC | History | New | 13,360 | 318 | 0.07% | — | 169 | +13,360 | New | Q2 2026 | Aug 03, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 13,142 | 313 | 0.07% | 0.08% | 171 | -1,226 | -8.53% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,137 | 313 | 0.0% | 0.0% | 170 | +480 | 3.79% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 13,107 | 312 | 0.0% | 0.0% | 172 | -1,018 | -7.21% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 12,662 | 301 | 0.03% | 0.03% | 173 | -10,292 | -44.84% | Q2 2026 | Jul 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 12,593 | 300 | 0.11% | 0.11% | 174 | +552 | 4.58% | Q2 2026 | Jul 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,233 | 292 | 0.0% | 0.0% | 175 | -111 | -0.9% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 12,050 | 287 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | Reduced | 12,023 | 286 | 0.0% | 0.0% | 177 | -918 | -7.09% | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 11,952 | 285 | 0.09% | 0.09% | 178 | -11,951 | -50.0% | Q2 2026 | Jul 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 11,848 | 282 | 0.13% | 0.14% | 179 | -190 | -1.58% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | Reduced | 11,664 | 278 | 0.01% | 0.02% | 180 | -3,185 | -21.45% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,353 | 270 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 11,295 | 269 | 0.15% | 0.17% | 182 | +29 | 0.26% | Q2 2026 | Jul 27, 2026 |
| TrueWealth Advisors, LLC | History | New | 11,136 | 265 | 0.06% | — | 183 | +11,136 | New | Q2 2026 | Jul 08, 2026 |
| PFG Investments, LLC | History | New | 11,088 | 264 | 0.01% | — | 184 | +11,088 | New | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 10,951 | 261 | 0.01% | 0.01% | 185 | +638 | 6.19% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 10,932 | 260 | 0.14% | 0.08% | 186 | +5,338 | 95.42% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,794 | 257 | 0.0% | 0.0% | 187 | +444 | 4.29% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,786 | 257 | 0.0% | 0.0% | 188 | +65 | 0.61% | Q2 2026 | Aug 11, 2026 |
| Aurora Private Wealth, Inc. | History | New | 10,576 | 252 | 0.16% | — | 189 | +10,576 | New | Q2 2026 | Jul 21, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 10,435 | 248 | 0.02% | 0.02% | 191 | -2,213 | -17.5% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,427 | 248 | 0.0% | 0.0% | 190 | +235 | 2.31% | Q2 2026 | Jul 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 10,241 | 244 | 0.05% | — | 192 | +10,241 | New | Q2 2026 | Jul 23, 2026 |
| Ferguson Shapiro LLC | History | Added to | 10,027 | 239 | 0.07% | 0.07% | 193 | +214 | 2.18% | Q2 2026 | Jul 09, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 10,000 | 238 | 0.09% | — | 194 | +10,000 | New | Q2 2026 | Jul 30, 2026 |
| Keystone Financial Group | History | New | 9,090 | 216 | 0.01% | — | 196 | +9,090 | New | Q2 2026 | Jul 29, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,080 | 216 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | New | 8,443 | 201 | 0.05% | — | 197 | +8,443 | New | Q2 2026 | Jul 28, 2026 |
| Dunhill Financial, LLC | History | Reduced | 7,102 | 169 | 0.03% | 0.05% | 198 | -1,799 | -20.21% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,025 | 143 | 0.0% | 0.0% | 199 | +523 | 9.51% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 5,300 | 126 | 0.04% | 0.0% | 200 | +5,100 | 2550.0% | Q2 2026 | Aug 14, 2026 |
| Bullseye Investment Management, LLC | History | No change | 4,990 | 119 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,602 | 109 | 0.0% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,416 | 104 | 0.0% | 0.0% | 203 | -1,186 | -21.17% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 4,205 | 100 | 0.0% | — | 204 | +4,205 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,079 | 97 | 0.0% | 0.0% | 205 | +84 | 2.1% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,112 | 74 | 0.0% | 0.0% | 206 | -7,727 | -71.29% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,996 | 71 | 0.0% | 0.0% | 207 | +736 | 32.57% | Q2 2026 | Jul 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2,879 | 68 | 0.05% | 0.03% | 208 | +925 | 47.34% | Q2 2026 | Jul 24, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 2,699 | 64 | 0.01% | — | 209 | +2,699 | New | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 1,797 | 42 | 0.0% | — | 210 | +1,797 | New | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | New | 1,779 | 42 | 0.02% | — | 211 | +1,779 | New | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,365 | 32 | 0.0% | 0.0% | 212 | -95 | -6.51% | Q2 2026 | Jul 22, 2026 |
| Ascentis Independent Advisors | History | No change | 1,129 | 26 | 0.07% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Benson Wealth Management INC | History | No change | 884 | 21 | 0.02% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | Reduced | 750 | 17 | 0.0% | 0.0% | 215 | -750 | -50.0% | Q2 2026 | Aug 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 734 | 17 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 755 | 17 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 559 | 13 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 550 | 13 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ASSETMARK, INC | History | Added to | 523 | 12 | 0.0% | 0.0% | 220 | +8 | 1.55% | Q2 2026 | Jul 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 518 | 11 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 404 | 9 | 0.0% | — | 222 | +404 | New | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | New | 403 | 9 | 0.0% | — | 224 | +403 | New | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | New | 388 | 9 | 0.0% | — | 223 | +388 | New | Q2 2026 | Jul 08, 2026 |
| Investors Portfolio Services LLC | History | Added to | 260 | 6 | 0.0% | 0.0% | 225 | +14 | 5.69% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 91 | 2 | 0.0% | 0.0% | 226 | -506 | -84.76% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 120 | 2 | 0.0% | — | 227 | +120 | New | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,033 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,941 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,407 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,965 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,797 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,500 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,584 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,314 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,273 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,050 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -882 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Mosley Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |