FIRST TRUST EXCHANGE-TRADED FUND VI - FTHI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | 9,018,353 | 213,013 | 0.06% | 0.05% | 1 | +1,478,322 | 19.61% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,444,777 | 152,225 | 0.03% | 0.03% | 2 | +626,512 | 10.77% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,484,868 | 82,312 | 0.02% | 0.02% | 3 | +236,053 | 7.27% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,188,336 | 75,308 | 0.02% | 0.02% | 4 | +423,511 | 15.32% | Q4 2025 | Feb 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,804,828 | 66,250 | 0.41% | 0.4% | 5 | +180,961 | 6.9% | Q4 2025 | Jan 29, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 2,097,358 | 49,539 | 22.79% | 12.37% | 6 | +976,948 | 87.2% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,070,586 | 48,907 | 0.01% | — | 7 | +2,070,586 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,755,505 | 41,465 | 0.06% | 0.05% | 8 | +209,958 | 13.58% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,385,027 | 32,714 | 0.04% | 0.03% | 9 | +193,961 | 16.28% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,007,222 | 23,785 | 0.01% | 0.0% | 10 | +478,807 | 90.61% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 661,602 | 15,627 | 0.04% | 0.04% | 11 | -106,366 | -13.85% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 658,785 | 15,560 | 0.04% | 0.04% | 12 | +128,379 | 24.2% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 586,689 | 13,857 | 0.01% | 0.01% | 13 | -31,854 | -5.15% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 580,849 | 13,720 | 0.02% | 0.01% | 14 | +155,055 | 36.42% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 485,371 | 11,464 | 0.03% | 0.04% | 15 | -99,144 | -16.96% | Q4 2025 | Feb 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 457,777 | 10,812 | 1.35% | 1.17% | 16 | +82,436 | 21.96% | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | Added to | 457,777 | 10,812 | 0.87% | 0.83% | 17 | +52,675 | 13.0% | Q4 2025 | Feb 04, 2026 |
| Sun Financial Inc | History | New | 370,714 | 8,756 | 4.88% | — | 18 | +370,714 | New | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 361,857 | 8,547 | 0.22% | 0.17% | 19 | +95,544 | 35.88% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 356,613 | 8,423 | 0.66% | — | 20 | +356,613 | New | Q4 2025 | Mar 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 314,425 | 7,426 | 0.18% | 0.17% | 21 | +27,530 | 9.6% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 284,415 | 6,717 | 0.0% | 0.0% | 22 | +27,933 | 10.89% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 256,666 | 6,062 | 0.01% | 0.01% | 23 | +29,072 | 12.77% | Q4 2025 | Mar 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 248,840 | 5,877 | 0.01% | 0.01% | 24 | +32,996 | 15.29% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 245,025 | 5,853 | 0.01% | 0.01% | 25 | +11,098 | 4.74% | Q4 2025 | Jan 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 217,566 | 5,138 | 0.56% | 0.57% | 26 | +3,664 | 1.71% | Q4 2025 | Jan 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 200,090 | 4,726 | 1.67% | 1.7% | 27 | +1,286 | 0.65% | Q4 2025 | Jan 09, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 199,481 | 4,711 | 1.27% | 1.35% | 28 | +6,867 | 3.57% | Q4 2025 | Feb 09, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 195,631 | 4,620 | 2.95% | 3.01% | 29 | -2,422 | -1.22% | Q4 2025 | Jan 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 189,910 | 4,510 | 0.11% | 0.06% | 30 | +99,910 | 111.01% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 190,107 | 4,490 | 0.02% | 0.02% | 31 | +71,439 | 60.2% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 187,563 | 4,430 | 0.09% | 0.1% | 32 | -550 | -0.29% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 186,167 | 4,397 | 0.03% | 0.03% | 33 | +38,126 | 25.75% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 175,169 | 4,137 | 0.01% | 0.0% | 34 | +110,050 | 169.0% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 173,772 | 4,104 | 0.01% | 0.02% | 35 | +99 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 167,219 | 3,949 | 0.18% | 0.15% | 36 | +40,934 | 32.41% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 165,708 | 3,914 | 0.11% | — | 37 | +165,708 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 164,627 | 3,888 | 0.02% | 0.02% | 38 | +18,023 | 12.29% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 160,764 | 3,797 | 0.0% | 0.0% | 39 | -1,680 | -1.03% | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 159,499 | 3,767 | 0.3% | 0.24% | 40 | +34,473 | 27.57% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 151,765 | 3,584 | 0.06% | 0.05% | 41 | +21,826 | 16.8% | Q4 2025 | Feb 09, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 151,316 | 3,574 | 2.43% | 1.87% | 42 | +42,715 | 39.33% | Q4 2025 | Jan 29, 2026 |
| Archer Investment Corp | History | New | 145,140 | 3,428 | 0.77% | — | 43 | +145,140 | New | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 142,654 | 3,369 | 0.02% | 0.02% | 44 | +3,575 | 2.57% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 141,143 | 3,333 | 0.04% | 0.03% | 45 | +54,978 | 63.81% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 132,028 | 3,118 | 0.04% | 0.03% | 46 | -10,447 | -7.33% | Q4 2025 | Feb 13, 2026 |
| Janney Capital Management LLC | History | Reduced | 128,233 | 3,029 | 0.19% | 0.19% | 47 | -1,083 | -0.84% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 128,047 | 3,024 | 0.0% | 0.0% | 48 | +54,205 | 73.41% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 121,434 | 2,868 | 0.03% | 0.05% | 49 | +6,352 | 5.52% | Q4 2025 | Jan 29, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 117,543 | 2,776 | 0.31% | 0.29% | 50 | +13,500 | 12.98% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 115,424 | 2,726 | 0.19% | 0.21% | 51 | +3,616 | 3.23% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 109,972 | 2,597 | 0.05% | 0.05% | 52 | +7,707 | 7.54% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 107,901 | 2,548 | 0.06% | 0.07% | 53 | -15,636 | -12.66% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 105,114 | 2,482 | 0.0% | 0.0% | 54 | -7,865 | -6.96% | Q4 2025 | Jan 30, 2026 |
| Strategic Financial Concepts, LLC | History | New | 104,048 | 2,457 | 2.25% | — | 55 | +104,048 | New | Q4 2025 | Feb 09, 2026 |
| Sequent Planning LLC | History | Added to | 102,372 | 2,418 | 0.62% | 0.41% | 56 | +41,549 | 68.31% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 100,990 | 2,385 | 0.03% | 0.03% | 57 | +495 | 0.49% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 92,743 | 2,190 | 0.0% | 0.0% | 58 | +79,647 | 608.18% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 92,179 | 2,177 | 0.03% | 0.04% | 59 | -1,325 | -1.42% | Q4 2025 | Feb 12, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 83,520 | 1,972 | 0.82% | 0.85% | 60 | -3,071 | -3.55% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 82,956 | 1,959 | 0.01% | 0.01% | 61 | +37,190 | 81.26% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 81,826 | 1,932 | 0.0% | 0.0% | 62 | -25,927 | -24.06% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 78,149 | 1,845 | 0.03% | 0.02% | 63 | +30,540 | 64.15% | Q4 2025 | Feb 09, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 75,823 | 1,790 | 0.56% | 0.6% | 64 | -219 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 75,347 | 1,779 | 0.06% | 0.05% | 65 | +5,466 | 7.82% | Q4 2025 | Jan 06, 2026 |
| Summit Financial, LLC | History | Reduced | 75,200 | 1,776 | 0.03% | 0.03% | 66 | -9,422 | -11.13% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 73,120 | 1,727 | 0.03% | 0.03% | 67 | +21,180 | 40.78% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 72,568 | 1,714 | 0.04% | 0.04% | 68 | +11,083 | 18.03% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 70,791 | 1,672 | 0.02% | 0.02% | 69 | +2,004 | 2.91% | Q4 2025 | Jan 29, 2026 |
| Anchor Capital Management Group Inc | History | No change | 67,000 | 1,588 | 0.8% | 0.8% | 70 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 65,479 | 1,546 | 0.01% | 0.01% | 71 | +1,148 | 1.78% | Q4 2025 | Feb 18, 2026 |
| LVZ, Inc. | History | Added to | 63,601 | 1,502 | 0.17% | 0.17% | 72 | +1,277 | 2.05% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 62,967 | 1,487 | 0.01% | 0.02% | 73 | -3,952 | -5.91% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 62,300 | 1,471 | 0.07% | 0.08% | 74 | +6,800 | 12.25% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 60,539 | 1,429 | 0.05% | 0.03% | 75 | +25,225 | 71.43% | Q4 2025 | Jan 13, 2026 |
| Balboa Wealth Partners | History | Added to | 57,560 | 1,359 | 0.22% | 0.22% | 76 | +4,565 | 8.61% | Q4 2025 | Jan 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 55,681 | 1,315 | 0.08% | 0.08% | 77 | +3,022 | 5.74% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 54,873 | 1,296 | 0.07% | 0.07% | 78 | +8,280 | 17.77% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 54,052 | 1,276 | 0.28% | — | 79 | +54,052 | New | Q4 2025 | Feb 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 52,005 | 1,264 | 0.81% | 0.83% | 80 | +190 | 0.37% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 53,286 | 1,258 | 0.01% | 0.01% | 81 | -947 | -1.75% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Added to | 52,083 | 1,230 | 0.01% | 0.01% | 82 | +9,059 | 21.06% | Q4 2025 | Jan 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 50,122 | 1,183 | 0.49% | 0.52% | 83 | -984 | -1.93% | Q4 2025 | Jan 14, 2026 |
| TFB Advisors LLC | History | No change | 48,773 | 1,152 | 0.32% | 0.34% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | Reduced | 47,601 | 1,124 | 0.31% | 0.34% | 85 | -2,148 | -4.32% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 46,332 | 1,094 | 0.06% | 0.05% | 86 | +7,064 | 17.99% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 45,956 | 1,085 | 0.01% | 0.01% | 87 | -1,092 | -2.32% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 44,770 | 1,057 | 0.58% | — | 88 | +44,770 | New | Q4 2025 | Feb 17, 2026 |
| Elevation Wealth Management LLC | History | New | 44,504 | 1,051 | 1.01% | — | 89 | +44,504 | New | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 43,761 | 1,038 | 0.07% | 0.07% | 90 | +3,471 | 8.62% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Reduced | 43,216 | 1,020 | 0.04% | 0.04% | 91 | -250 | -0.58% | Q4 2025 | Feb 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 42,035 | 998 | 1.29% | 1.64% | 92 | -3,411 | -7.51% | Q4 2025 | Jan 07, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 41,800 | 987 | 0.5% | 0.51% | 93 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 41,457 | 979 | 0.07% | 0.07% | 94 | +2,960 | 7.69% | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 40,784 | 963 | 0.04% | 0.38% | 95 | -201,555 | -83.17% | Q4 2025 | Feb 04, 2026 |
| ARWA LLC | History | New | 39,744 | 938 | 0.55% | — | 96 | +39,744 | New | Q4 2025 | Feb 27, 2026 |
| Fermata Advisors, LLC | History | Added to | 39,411 | 930 | 0.22% | 0.24% | 97 | +25 | 0.06% | Q4 2025 | Jan 08, 2026 |
| AE Wealth Management LLC | History | Added to | 37,855 | 894 | 0.01% | 0.01% | 98 | +3,776 | 11.08% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Added to | 37,426 | 883 | 0.02% | 0.01% | 99 | +15,528 | 70.91% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 36,725 | 867 | 0.12% | — | 100 | +36,725 | New | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 35,739 | 844 | 0.4% | 0.34% | 101 | +4,324 | 13.76% | Q4 2025 | Feb 03, 2026 |
| Core Wealth Partners LLC | History | Reduced | 35,576 | 840 | 0.38% | 0.41% | 102 | -1,784 | -4.78% | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, LP | History | New | 34,384 | 812 | 0.06% | — | 103 | +34,384 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 32,061 | 757 | 0.01% | — | 104 | +32,061 | New | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Reduced | 30,784 | 727 | 0.02% | 0.02% | 105 | -9,304 | -23.21% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,945 | 707 | 0.0% | 0.0% | 106 | -5,454 | -15.41% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 28,002 | 670 | 0.06% | 0.06% | 107 | -1,195 | -4.09% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,938 | 659 | 0.0% | 0.0% | 108 | +4,267 | 18.03% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 27,623 | 652 | 0.0% | 0.0% | 109 | -1 | -0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 27,451 | 648 | 0.01% | 0.01% | 110 | +258 | 0.95% | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | Added to | 25,713 | 608 | 0.02% | 0.02% | 111 | +3,434 | 15.41% | Q4 2025 | Feb 11, 2026 |
| Treasure Coast Financial Planning | History | Added to | 25,095 | 592 | 0.31% | 0.33% | 112 | +293 | 1.18% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 23,372 | 552 | 0.0% | 0.0% | 113 | +2,136 | 10.06% | Q4 2025 | Feb 12, 2026 |
| WESBANCO BANK INC | History | Added to | 22,617 | 534 | 0.01% | 0.01% | 114 | +3,824 | 20.35% | Q4 2025 | Feb 03, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 21,965 | 518 | 0.16% | 0.17% | 115 | +363 | 1.68% | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 21,802 | 514 | 0.02% | 0.02% | 117 | +7,103 | 48.32% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 21,764 | 514 | 0.0% | 0.0% | 116 | +385 | 1.8% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 21,638 | 511 | 0.0% | 0.0% | 118 | -158 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 21,520 | 508 | 0.16% | 0.17% | 119 | -1,459 | -6.35% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Added to | 21,211 | 501 | 0.02% | 0.02% | 120 | +663 | 3.23% | Q4 2025 | Feb 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 20,748 | 490 | 0.31% | 0.37% | 121 | -1,894 | -8.36% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 20,258 | 481 | 0.0% | 0.0% | 122 | +591 | 3.01% | Q4 2025 | Feb 05, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 20,070 | 474 | 0.07% | 0.07% | 123 | +181 | 0.91% | Q4 2025 | Feb 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 20,018 | 472 | 0.13% | — | 124 | +20,018 | New | Q4 2025 | Jan 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 19,856 | 468 | 0.05% | 0.04% | 126 | +8,310 | 71.97% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 19,845 | 468 | 0.02% | 0.02% | 125 | +77 | 0.39% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 19,546 | 461 | 0.19% | 0.19% | 127 | +366 | 1.91% | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 28,908 | 448 | 0.01% | 0.01% | 128 | +2,185 | 8.18% | Q4 2025 | Feb 11, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 18,950 | 447 | 0.06% | 0.07% | 129 | -900 | -4.53% | Q4 2025 | Feb 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 18,447 | 435 | 0.22% | 0.21% | 130 | +1,731 | 10.36% | Q4 2025 | Feb 09, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 18,389 | 434 | 0.14% | 0.13% | 131 | +2,309 | 14.36% | Q4 2025 | Jan 07, 2026 |
| Quadrature Capital Ltd | History | New | 18,084 | 427 | 0.0% | — | 132 | +18,084 | New | Q4 2025 | Feb 17, 2026 |
| Edge Financial Advisors LLC | History | Added to | 17,780 | 414 | 0.17% | 0.11% | 133 | +7,594 | 74.55% | Q4 2025 | Jan 28, 2026 |
| SMITH, MOORE & CO. | History | Added to | 16,848 | 397 | 0.03% | 0.03% | 134 | +1,000 | 6.31% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | New | 16,275 | 384 | 0.0% | — | 135 | +16,275 | New | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 16,129 | 381 | 0.02% | 0.02% | 136 | +2,125 | 15.17% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,012 | 378 | 0.02% | 0.02% | 137 | +20 | 0.13% | Q4 2025 | Jan 07, 2026 |
| PFG Advisors | History | Added to | 15,998 | 377 | 0.02% | 0.01% | 138 | +795 | 5.23% | Q4 2025 | Jan 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 15,910 | 375 | 0.01% | 0.01% | 139 | -1,200 | -7.01% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 15,700 | 370 | 0.09% | 0.12% | 140 | -3,590 | -18.61% | Q4 2025 | Jan 29, 2026 |
| PMG Family Office LLC | History | Added to | 15,548 | 367 | 0.42% | 0.41% | 141 | +5 | 0.03% | Q4 2025 | Jan 28, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 15,516 | 366 | 0.09% | 0.09% | 142 | +737 | 4.99% | Q4 2025 | Feb 03, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 15,116 | 357 | 0.08% | 0.08% | 143 | -450 | -2.89% | Q4 2025 | Feb 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 15,114 | 357 | 0.06% | 0.07% | 144 | +48 | 0.32% | Q4 2025 | Feb 12, 2026 |
| KKM Financial LLC | History | New | 14,868 | 351 | 0.06% | — | 145 | +14,868 | New | Q4 2025 | Feb 18, 2026 |
| Redmond Asset Management, LLC | History | No change | 14,807 | 349 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 14,712 | 347 | 0.01% | 0.03% | 147 | -7,713 | -34.39% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 14,415 | 340 | 0.01% | — | 148 | +14,415 | New | Q4 2025 | Feb 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 14,407 | 340 | 0.02% | — | 149 | +14,407 | New | Q4 2025 | Feb 12, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 14,346 | 338 | 0.13% | 0.22% | 150 | -10,605 | -42.5% | Q4 2025 | Feb 09, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 13,754 | 324 | 0.04% | 0.04% | 151 | +159 | 1.17% | Q4 2025 | Jan 02, 2026 |
| Sachetta, LLC | History | Added to | 13,312 | 314 | 0.17% | 0.12% | 152 | +157 | 1.19% | Q4 2025 | Feb 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,136 | 310 | 0.0% | 0.0% | 153 | +280 | 2.18% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 12,757 | 301 | 0.1% | 0.02% | 154 | +12,257 | 2451.4% | Q4 2025 | Jan 20, 2026 |
| Aurora Private Wealth, Inc. | History | New | 12,232 | 289 | 0.19% | — | 155 | +12,232 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 12,004 | 283 | 0.01% | — | 156 | +12,004 | New | Q4 2025 | Feb 06, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 11,941 | 282 | 0.15% | 0.16% | 157 | +5 | 0.04% | Q4 2025 | Feb 24, 2026 |
| NOVEM GROUP | History | Added to | 11,569 | 273 | 0.03% | 0.03% | 158 | +552 | 5.01% | Q4 2025 | Jan 27, 2026 |
| Clear Creek Financial Management, LLC | History | New | 11,475 | 271 | 0.02% | — | 159 | +11,475 | New | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 11,418 | 269 | 0.03% | 0.03% | 160 | +938 | 8.95% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,353 | 268 | 0.02% | 0.02% | 161 | +1,000 | 9.66% | Q4 2025 | Jan 26, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 11,236 | 265 | 0.18% | 0.18% | 162 | +28 | 0.25% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,943 | 258 | 0.0% | 0.0% | 163 | +863 | 8.56% | Q4 2025 | Jan 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 10,819 | 255 | 0.01% | 0.01% | 164 | +19 | 0.18% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | New | 10,490 | 247 | 0.0% | — | 165 | +10,490 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,333 | 244 | 0.0% | 0.0% | 166 | +15 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,183 | 240 | 0.0% | 0.01% | 167 | +8 | 0.08% | Q4 2025 | Jan 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 10,042 | 237 | 0.01% | — | 168 | +10,042 | New | Q4 2025 | Jan 15, 2026 |
| Ferguson Shapiro LLC | History | Added to | 9,593 | 226 | 0.07% | 0.07% | 169 | +211 | 2.25% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,281 | 219 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | New | 8,500 | 200 | 0.06% | — | 171 | +8,500 | New | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,907 | 163 | 0.0% | 0.0% | 172 | -21,632 | -75.8% | Q4 2025 | Feb 17, 2026 |
| Benson Wealth Management INC | History | New | 6,587 | 155 | 0.17% | — | 173 | +6,587 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6,055 | 143 | 0.01% | — | 174 | +6,055 | New | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,696 | 134 | 0.01% | 0.01% | 175 | +389 | 7.33% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | New | 5,555 | 131 | 0.01% | — | 176 | +5,555 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,456 | 128 | 0.0% | 0.0% | 177 | +72 | 1.34% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 4,831 | 114 | 0.07% | 0.07% | 178 | +356 | 7.96% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | New | 3,815 | 90 | 0.0% | — | 179 | +3,815 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,783 | 89 | 0.0% | 0.0% | 180 | +504 | 15.37% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,479 | 82 | 0.0% | 0.0% | 181 | +2,360 | 210.9% | Q4 2025 | Feb 11, 2026 |
| Aventura Private Wealth, LLC | History | New | 2,142 | 50 | 0.02% | — | 182 | +2,142 | New | Q4 2025 | Jan 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2,027 | 47 | 0.01% | 0.06% | 183 | -11,397 | -84.9% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | No change | 2,000 | 47 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | No change | 1,852 | 43 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,669 | 39 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,603 | 37 | 0.0% | 0.0% | 187 | +73 | 4.77% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 882 | 21 | 0.0% | — | 188 | +882 | New | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | No change | 913 | 21 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 763 | 18 | 0.01% | 0.01% | 190 | -103 | -11.89% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | New | 750 | 17 | 0.0% | — | 191 | +750 | New | Q4 2025 | Feb 02, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | New | 734 | 17 | 0.01% | — | 192 | +734 | New | Q4 2025 | Jan 27, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 600 | 14 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 449 | 10 | 0.01% | — | 194 | +449 | New | Q4 2025 | Feb 18, 2026 |
| Investors Portfolio Services LLC | History | New | 326 | 7 | 0.01% | — | 195 | +326 | New | Q4 2025 | Feb 09, 2026 |
| Compass Financial Services Inc | History | Reduced | 292 | 6 | 0.0% | 0.01% | 196 | -283 | -49.22% | Q4 2025 | Feb 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 200 | 4 | 0.0% | — | 197 | +200 | New | Q4 2025 | Jan 15, 2026 |
| CX Institutional | History | Reduced | 121 | 3 | 0.0% | 0.0% | 198 | -1,397 | -92.03% | Q4 2025 | Feb 02, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -363,278 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,090 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,226 | -100.0% | Q3 2025 | Nov 10, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,369 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Presidio Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,763 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,948 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,509 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,446 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,369 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,481 | -100.0% | Q3 2025 | Oct 22, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,405 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -648 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q3 2025 | Nov 04, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |