FIRST TRUST EXCHANGE-TRADED FUND VI - FTXL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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
FIRST TRUST ADVISORS LP History Reduced 2,854,912 813,507 0.48% 0.46% 1 -1,537,333 -35.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 492,150 140,238 0.01% 0.01% 2 -6,903 -1.38% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 448,881 127,908 0.02% 0.01% 3 +59,347 15.24% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Reduced 427,057 121,690 0.01% 0.0% 4 -44,188 -9.38% Q2 2026 Aug 13, 2026
LPL Financial LLC History Added to 308,460 87,895 0.02% 0.01% 5 +44,049 16.66% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History Reduced 116,690 33,251 0.1% 0.06% 6 -3,949 -3.27% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 113,910 32,458 0.01% 0.0% 7 +13,193 13.1% Q2 2026 Aug 14, 2026
Nilsine Partners, LLC History Added to 112,477 32,050 2.22% 1.83% 8 +168 0.15% Q2 2026 Jul 24, 2026
TRUIST FINANCIAL CORP History Added to 107,528 30,640 0.04% 0.02% 9 +362 0.34% Q2 2026 Jul 28, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 81,575 23,244 0.5% 0.34% 10 -1,942 -2.33% Q2 2026 Jul 17, 2026
WCG Wealth Advisors LLC History Reduced 79,949 22,781 0.54% 0.54% 11 -49,725 -38.35% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History Added to 71,369 20,336 0.02% 0.01% 12 +1,244 1.77% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History Reduced 66,348 18,905 0.21% 0.21% 13 -38,905 -36.96% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 65,744 18,734 0.04% 0.03% 14 -1,558 -2.31% Q2 2026 Jul 27, 2026
ROYAL BANK OF CANADA History Reduced 64,370 18,342 0.0% 0.0% 15 -47,183 -42.3% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Added to 60,291 17,180 0.02% 0.0% 16 +37,738 167.33% Q2 2026 Aug 14, 2026
&PARTNERS History Reduced 59,325 16,870 0.07% 0.07% 17 -33,028 -35.76% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 57,470 16,376 0.05% 0.03% 18 +5,008 9.55% Q2 2026 Jul 28, 2026
Quadrature Capital Ltd History Added to 55,587 15,839 0.14% 0.08% 19 +9,663 21.04% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History Added to 54,643 15,570 0.01% 0.0% 20 +40,129 276.48% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History Reduced 50,719 14,452 1.07% 0.66% 21 -597 -1.16% Q2 2026 Jul 28, 2026
HRT FINANCIAL LP History Added to 46,183 13,159 0.02% 0.0% 22 +40,213 673.58% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History Reduced 42,870 12,219 0.11% 0.08% 23 -12,061 -21.96% Q2 2026 Jul 24, 2026
STIFEL FINANCIAL CORP History Added to 41,526 11,832 0.01% 0.01% 24 +137 0.33% Q2 2026 Aug 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 39,801 11,341 0.28% 0.2% 25 -2,644 -6.23% Q2 2026 Jul 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 38,549 10,984 0.0% 0.0% 26 +26,235 213.05% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History Reduced 35,405 10,088 0.0% 0.0% 27 -5,139 -12.68% Q2 2026 Aug 14, 2026
Summit Financial, LLC History Reduced 34,888 9,941 0.11% 0.09% 28 -14,687 -29.63% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History New 34,073 9,709 0.01% 29 +34,073 New Q2 2026 Aug 13, 2026
CWM, LLC History No change 62,751 9,253 0.02% 0.02% 30 0 0.0% Q1 2026 May 14, 2026
Alaska Permanent Capital Management, LLC History Reduced 29,839 8,510 0.56% 0.45% 31 -13,934 -31.83% Q2 2026 Aug 11, 2026
Paragon Private Wealth Management, LLC History Reduced 28,128 8,015 2.09% 1.41% 32 -2,412 -7.9% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History Reduced 27,096 7,721 0.08% 0.06% 33 -8,584 -24.06% Q2 2026 Aug 03, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 24,808 7,068 0.0% 0.0% 34 +4,581 22.65% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History Reduced 24,260 6,913 0.09% 0.06% 35 -180 -0.74% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History Reduced 24,046 6,851 0.0% 0.0% 36 -38,814 -61.75% Q2 2026 Sep 02, 2026
EARNED WEALTH ADVISORS, LLC History Added to 23,482 6,691 0.43% 0.23% 37 +469 2.04% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 22,545 6,424 0.01% 0.0% 38 +6,112 37.19% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History Reduced 22,264 6,344 0.01% 0.01% 39 -6,183 -21.74% Q2 2026 Aug 12, 2026
Outlook Wealth Advisors, LLC History Added to 20,140 5,738 1.24% 0.7% 40 +500 2.55% Q2 2026 Aug 03, 2026
Howard Capital Management, LLC History New 19,682 5,608 0.07% 41 +19,682 New Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History Added to 19,542 5,568 0.01% 0.0% 42 +9,097 87.09% Q2 2026 Aug 07, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 18,669 5,293 0.64% 43 +18,669 New Q2 2026 Aug 12, 2026
World Investment Advisors History Reduced 34,807 5,132 0.08% 0.08% 44 -6 -0.02% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History Added to 17,260 4,918 0.02% 0.01% 45 +2,853 19.8% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History Added to 16,801 4,787 0.03% 0.01% 46 +1,262 8.12% Q2 2026 Jul 24, 2026
Rockefeller Capital Management L.P. History Reduced 16,073 4,580 0.01% 0.0% 47 -2 -0.01% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History Added to 14,835 4,227 0.02% 0.01% 48 +1,206 8.85% Q2 2026 Aug 13, 2026
Alaska Wealth Advisors, LLC History Added to 13,496 3,845 0.42% 0.24% 49 +29 0.22% Q2 2026 Aug 11, 2026
Brookstone Capital Management History New 13,412 3,821 0.04% 50 +13,412 New Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History Reduced 13,173 3,754 0.01% 0.0% 51 -112 -0.84% Q2 2026 Aug 05, 2026
GeoWealth Management, LLC History Reduced 12,442 3,545 0.11% 0.1% 52 -6,751 -35.17% Q2 2026 Jul 30, 2026
Stegent Equity Advisors, Inc. History Added to 11,421 3,254 2.33% 0.95% 53 +3,846 50.77% Q2 2026 Jul 29, 2026
Sound Income Strategies, LLC History Reduced 9,904 2,822 0.13% 0.07% 54 -18 -0.18% Q2 2026 Jul 20, 2026
Legacy Wealth Managment, LLC/ID History Added to 9,476 2,700 1.11% 0.56% 55 +1,800 23.45% Q2 2026 Aug 13, 2026
CacheTech Inc. History Reduced 9,068 2,583 0.42% 0.3% 56 -1,630 -15.24% Q2 2026 Aug 11, 2026
Transamerica Financial Advisors, LLC History Reduced 8,766 2,497 0.21% 0.12% 57 -932 -9.61% Q2 2026 Aug 14, 2026
Synergy Asset Management, LLC History New 8,724 2,485 0.23% 58 +8,724 New Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History Reduced 8,469 2,413 0.08% 0.05% 59 -63 -0.74% Q2 2026 Jul 27, 2026
Adams Wealth Management History Reduced 8,248 2,350 0.45% 0.35% 60 -2,450 -22.9% Q2 2026 Aug 10, 2026
Cyndeo Wealth Partners, LLC History Reduced 8,000 2,279 0.11% 0.09% 61 -3,575 -30.89% Q2 2026 Jul 21, 2026
TriaGen Wealth Management LLC History Added to 7,919 2,256 0.56% 0.32% 62 +27 0.34% Q2 2026 Jul 21, 2026
Kovack Advisors, Inc. History Reduced 8,346 2,244 0.11% 0.07% 63 -720 -7.94% Q2 2026 Jul 28, 2026
OAK FAMILY ADVISORS, LLC History New 7,872 2,243 0.57% 64 +7,872 New Q2 2026 Jul 20, 2026
Belvedere Trading LLC History Added to 7,700 2,194 0.0% 0.0% 65 +1,500 24.19% Q2 2026 Jul 31, 2026
Western Wealth Management, LLC History Reduced 7,462 2,126 0.07% 0.04% 66 -271 -3.5% Q2 2026 Aug 14, 2026
Reliant Investment Partners, LLC History Added to 6,953 1,981 1.35% 0.2% 67 +5,300 320.63% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 6,323 1,801 0.05% 68 +6,323 New Q2 2026 Aug 10, 2026
Tudor Financial Inc. History Reduced 6,295 1,793 0.81% 0.5% 69 -351 -5.28% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History Added to 5,966 1,700 0.05% 0.03% 70 +374 6.69% Q2 2026 Jul 31, 2026
EQUITABLE TRUST CO History No change 5,707 1,626 0.07% 0.04% 71 0 0.0% Q2 2026 Jul 23, 2026
Davis Investment Partners, LLC History Reduced 5,700 1,624 0.49% 0.52% 72 -4,193 -42.38% Q2 2026 Aug 07, 2026
TRUST CO OF OKLAHOMA History Added to 5,560 1,584 0.41% 0.2% 73 +851 18.07% Q2 2026 Jul 14, 2026
NewEdge Wealth, LLC History No change 5,313 1,513 0.02% 0.01% 74 0 0.0% Q2 2026 Aug 10, 2026
GREAT LAKES ADVISORS, LLC History Reduced 5,307 1,512 0.01% 0.01% 75 -139 -2.55% Q2 2026 Aug 10, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 5,243 1,494 0.34% 0.2% 76 -13 -0.25% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Reduced 5,229 1,490 0.0% 0.0% 77 -1 -0.02% Q2 2026 Aug 06, 2026
MinichMacGregor Wealth Management, LLC History Reduced 5,114 1,457 0.22% 0.17% 78 -1,683 -24.76% Q2 2026 Jul 16, 2026
HighTower Advisors, LLC History Added to 5,095 1,451 0.0% 0.0% 79 +1,022 25.09% Q2 2026 Aug 05, 2026
Global View Capital Management LLC History Reduced 4,830 1,376 0.28% 0.21% 80 -584 -10.79% Q2 2026 Jul 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 4,788 1,364 0.0% 0.0% 81 -16,317 -77.31% Q2 2026 Aug 12, 2026
Aurora Private Wealth, Inc. History Added to 4,755 1,355 0.86% 0.48% 82 +204 4.48% Q2 2026 Jul 21, 2026
Arkadios Wealth Advisors History Added to 4,709 1,341 0.02% 0.01% 83 +226 5.04% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History New 4,610 1,313 0.01% 84 +4,610 New Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History New 4,560 1,299 0.0% 85 +4,560 New Q2 2026 Aug 14, 2026
AE Wealth Management LLC History Added to 4,219 1,202 0.01% 0.0% 86 +1,342 46.65% Q2 2026 Aug 03, 2026
Sigma Planning Corp History Reduced 3,904 1,112 0.03% 0.02% 87 -400 -9.29% Q2 2026 Aug 07, 2026
KMT WEALTH MANAGEMENT, LLC History New 3,621 1,031 0.87% 89 +3,621 New Q2 2026 Aug 05, 2026
Kingsbury Capital Investment Advisors LLC History Added to 3,621 1,031 0.87% 0.36% 88 +1,042 40.4% Q2 2026 Aug 25, 2026
Realta Investment Advisors History Reduced 3,524 1,004 0.31% 0.27% 90 -1,666 -32.1% Q2 2026 Jul 20, 2026
Prospera Financial Services Inc History Added to 3,492 996 0.01% 0.01% 91 +76 2.22% Q2 2026 Jul 15, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 3,315 944 0.37% 0.23% 92 +15 0.45% Q2 2026 Jul 30, 2026
Prasad Wealth Partners, LLC History Reduced 3,232 920 0.22% 0.14% 93 -199 -5.8% Q2 2026 Jul 29, 2026
Aptus Capital Advisors, LLC History Added to 3,118 888 0.01% 0.0% 94 +700 28.95% Q2 2026 Aug 12, 2026
Mariner, LLC History Reduced 3,020 860 0.0% 0.0% 95 -2,319 -43.44% Q2 2026 Aug 13, 2026
Ballew Advisors, Inc History No change 3,316 830 0.43% 0.32% 96 0 0.0% Q2 2026 Jul 07, 2026
FLOW TRADERS U.S. LLC History Added to 2,906 828 0.03% 0.01% 97 +542 22.93% Q2 2026 Aug 14, 2026
PFG Investments, LLC History New 2,766 788 0.03% 98 +2,766 New Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History Added to 2,757 785 0.02% 0.01% 99 +289 11.71% Q2 2026 Aug 06, 2026
FIFTH THIRD SECURITIES, INC. History Added to 2,730 777 0.04% 0.02% 100 +260 10.53% Q2 2026 Jul 15, 2026
Harvest Investment Services, LLC History Added to 2,683 764 0.12% 0.07% 101 +196 7.88% Q2 2026 Aug 14, 2026
Englebert Financial Advisers, LLC History Reduced 2,607 742 0.73% 0.74% 102 -1,789 -40.7% Q2 2026 Jul 22, 2026
Wagner Wealth Management, Corp History Reduced 2,585 736 0.59% 1.13% 103 -5,974 -69.8% Q2 2026 Aug 10, 2026
OneDigital Investment Advisors LLC History Added to 2,545 725 0.01% 0.0% 104 +232 10.03% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History Reduced 2,528 720 0.02% 0.02% 105 -1,708 -40.32% Q2 2026 Jul 07, 2026
Merit Financial Group, LLC History No change 2,493 710 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 20, 2026
NORTHERN TRUST CORP History No change 2,485 708 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 2,463 701 0.09% 0.06% 108 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 2,400 657 0.04% 0.02% 109 0 0.0% Q2 2026 Jul 14, 2026
Baker Avenue Asset Management, LP History Reduced 2,289 652 0.01% 0.01% 110 -566 -19.82% Q2 2026 Jul 28, 2026
Concentrum Wealth Management History Reduced 2,226 634 0.15% 0.1% 111 -48 -2.11% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History Added to 2,215 631 0.04% 0.02% 112 +200 9.93% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History Reduced 2,182 621 0.05% 0.03% 113 -130 -5.62% Q2 2026 Jul 28, 2026
Global Assets Advisory, LLC History Added to 2,289 613 0.13% 0.1% 114 +24 1.06% Q2 2026 Jul 27, 2026
Leelyn Smith, LLC History Reduced 2,133 607 0.07% 0.05% 115 -390 -15.46% Q2 2026 Jul 23, 2026
Investment Insight Wealth Management, LLC History New 2,118 603 0.52% 116 +2,118 New Q2 2026 Jul 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2,107 600 0.02% 117 +2,107 New Q2 2026 Jul 22, 2026
JPMORGAN CHASE & CO History Reduced 2,159 591 0.0% 0.0% 118 -415 -16.12% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History New 2,011 573 0.02% 119 +2,011 New Q2 2026 Aug 17, 2026
Ameritas Advisory Services, LLC History New 1,991 567 0.01% 120 +1,991 New Q2 2026 Aug 14, 2026
Private Advisory Group LLC History New 1,912 544 0.03% 121 +1,912 New Q2 2026 Aug 06, 2026
Rathbones Group PLC History Added to 1,907 543 0.0% 0.0% 122 +351 22.56% Q2 2026 Jul 23, 2026
Fulcrum Equity Management History Reduced 1,903 542 0.4% 0.33% 123 -415 -17.9% Q2 2026 Jul 09, 2026
BETO FINANCIAL GROUP, LLC History Reduced 2,285 521 0.27% 0.39% 124 -652 -22.2% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History Added to 1,817 517 0.01% 0.0% 125 +592 48.33% Q2 2026 Aug 05, 2026
Oak Harvest Investment Services History No change 1,800 512 0.05% 0.03% 126 0 0.0% Q2 2026 Jul 24, 2026
TradeWell Securities, LLC. History Reduced 1,758 500 0.18% 0.13% 127 -340 -16.21% Q2 2026 Jul 28, 2026
Signal Advisors Wealth, LLC History Reduced 1,753 499 0.03% 0.02% 128 -550 -23.88% Q2 2026 Aug 04, 2026
PFG Advisors History New 1,733 493 0.02% 129 +1,733 New Q2 2026 Jul 16, 2026
US BANCORP \DE\ History Reduced 1,707 486 0.0% 0.0% 130 -8,528 -83.32% Q2 2026 Aug 12, 2026
Total Clarity Wealth Management, Inc. History Added to 1,679 478 0.09% 0.06% 131 +42 2.57% Q2 2026 Jul 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 1,573 448 0.0% 0.0% 132 +109 7.45% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History Reduced 1,568 446 0.05% 0.05% 133 -1,009 -39.15% Q2 2026 Jul 30, 2026
HBK Sorce Advisory LLC History Added to 1,909 440 0.01% 0.01% 134 +502 35.68% Q2 2026 Aug 06, 2026
Southern Financial Group, LLC History Reduced 1,462 416 0.11% 0.06% 135 -41 -2.73% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History Reduced 1,455 414 0.01% 0.01% 136 -525 -26.52% Q2 2026 Jul 09, 2026
Vise Technologies, Inc. History New 1,402 399 0.0% 137 +1,402 New Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History New 1,395 397 0.0% 138 +1,395 New Q2 2026 Jul 22, 2026
Tower Research Capital LLC (TRC) History Reduced 1,380 393 0.01% 0.09% 139 -20,802 -93.78% Q2 2026 Aug 11, 2026
Quantum Private Wealth, LLC History No change 1,381 393 0.1% 0.06% 140 0 0.0% Q2 2026 Jul 29, 2026
Impact Partnership Wealth, LLC History New 1,301 370 0.04% 141 +1,301 New Q2 2026 Jul 29, 2026
Founders Financial Alliance, LLC History Reduced 1,249 355 0.05% 0.03% 142 -2 -0.16% Q2 2026 Aug 04, 2026
First Heartland Consultants, Inc. History New 1,215 346 0.02% 143 +1,215 New Q2 2026 Jul 08, 2026
Petix & Botte Co History New 1,182 336 0.07% 144 +1,182 New Q2 2026 Aug 04, 2026
Anson Capital, Inc. History Reduced 1,179 335 0.22% 0.15% 145 -293 -19.9% Q2 2026 Jul 29, 2026
COMMERCE BANK History New 1,144 325 0.0% 147 +1,144 New Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,143 325 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History New 1,113 317 0.02% 148 +1,113 New Q2 2026 Aug 04, 2026
LANE BROTHERS & CO INC History New 1,068 304 0.2% 149 +1,068 New Q2 2026 Aug 05, 2026
FLAGSTAR SECURITIES, INC History New 1,027 292 0.09% 150 +1,027 New Q2 2026 Jul 15, 2026
WealthCare Investment Partners, LLC History New 1,020 290 0.07% 153 +1,020 New Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History New 1,019 290 0.0% 152 +1,019 New Q2 2026 Jul 31, 2026
SBI Securities Co., Ltd. History Added to 1,021 290 0.01% 0.0% 151 +595 139.67% Q2 2026 Jul 22, 2026
National Wealth Management Group, LLC History New 1,005 286 0.09% 154 +1,005 New Q2 2026 Jul 14, 2026
FOSTER & MOTLEY INC History New 997 284 0.01% 155 +997 New Q2 2026 Aug 07, 2026
Members Advisory Group LLC History Reduced 979 279 0.08% 0.38% 156 -6,598 -87.08% Q2 2026 Jul 15, 2026
Family Capital Management, Inc. History New 981 279 0.11% 157 +981 New Q2 2026 Jul 31, 2026
MAI Capital Management History No change 963 274 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Group, LLC History New 928 264 0.01% 159 +928 New Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History New 909 259 0.0% 160 +909 New Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History New 856 243 0.0% 161 +856 New Q2 2026 Aug 13, 2026
Ignite Planners, LLC History New 853 243 0.03% 162 +853 New Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 876 233 0.01% 163 +876 New Q2 2026 Jul 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 769 219 0.0% 164 +769 New Q2 2026 Jul 28, 2026
Richmond Investment Services, LLC History New 719 204 0.06% 165 +719 New Q2 2026 Jul 27, 2026
Morey & Quinn Wealth Partners, LLC History New 713 203 0.13% 166 +713 New Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History Added to 644 183 0.0% 0.0% 167 +28 4.55% Q2 2026 Aug 06, 2026
Regatta Research & Money Management History New 627 178 0.17% 168 +627 New Q2 2026 Aug 11, 2026
Arax Advisory Partners History New 620 176 0.0% 169 +620 New Q2 2026 Aug 10, 2026
Luminist Capital LLC History New 594 169 0.19% 170 +594 New Q2 2026 Aug 07, 2026
FMR LLC History Added to 513 146 0.0% 0.0% 171 +239 87.23% Q2 2026 Aug 13, 2026
Berbice Capital Management LLC History New 500 142 0.07% 172 +500 New Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 481 136 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 15, 2026
Turtle Creek Wealth Advisors, LLC History New 457 130 0.01% 174 +457 New Q2 2026 Jul 27, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 450 128 0.29% 0.19% 175 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 433 123 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 20, 2026
EP Wealth Advisors, LLC History New 422 120 0.0% 177 +422 New Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 418 119 0.0% 0.0% 178 +8 1.95% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History Reduced 390 111 0.01% 0.0% 179 -4 -1.02% Q2 2026 Jul 21, 2026
Sunbelt Securities, Inc. History No change 640 94 0.01% 0.01% 180 0 0.0% Q1 2026 May 15, 2026
CITIGROUP INC History New 303 86 0.0% 181 +303 New Q2 2026 Aug 03, 2026
Ascentis Wealth Management, LLC History New 299 85 0.01% 182 +299 New Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History New 290 82 0.01% 183 +290 New Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 272 77 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 07, 2026
NFSG Corp History No change 250 71 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History Added to 225 64 0.03% 0.01% 186 +85 60.71% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 208 59 0.0% 0.0% 187 +91 77.78% Q2 2026 Jul 17, 2026
IFG Advisory, LLC History New 202 57 0.0% 189 +202 New Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 200 57 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 05, 2026
Orion Capital Management LLC History New 200 56 0.02% 191 +200 New Q2 2026 Aug 17, 2026
Hilton Head Capital Partners, LLC History No change 197 56 0.03% 0.02% 190 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History No change 158 45 0.0% 0.0% 192 0 0.0% Q2 2026 Jul 06, 2026
HUNTINGTON NATIONAL BANK History New 150 42 0.0% 193 +150 New Q2 2026 Aug 13, 2026
ASSETMARK, INC History Added to 119 33 0.0% 0.0% 195 +3 2.59% Q2 2026 Jul 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 117 33 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 28, 2026
Crewe Advisors LLC History No change 113 32 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History New 109 28 0.0% 198 +109 New Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 100 28 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 20, 2026
Jackson, Grant Investment Advisers, Inc. History New 85 24 0.01% 200 +85 New Q2 2026 Jul 31, 2026
Capital Investment Advisory Services, LLC History No change 85 24 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 23, 2026
UBS Group AG History Reduced 83 23 0.0% 0.0% 201 -291 -77.81% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History New 82 23 0.01% 202 +82 New Q2 2026 Aug 14, 2026
Front Row Advisors LLC History New 92 21 0.01% 203 +92 New Q2 2026 Aug 13, 2026
Benson Wealth Management INC History No change 59 16 0.02% 0.01% 204 0 0.0% Q2 2026 Aug 10, 2026
Nova Wealth Management, Inc. History New 51 14 0.01% 206 +51 New Q2 2026 Jul 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 50 14 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History New 42 11 0.01% 207 +42 New Q2 2026 Aug 13, 2026
Bernard Wealth Management Corp. History No change 25 7 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 21, 2026
TUCKER ASSET MANAGEMENT LLC History No change 23 6 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 27, 2026
Keystone Financial Group, Inc. History No change 16 4 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 21, 2026
EPG Wealth Management LLC History No change 6 1 0.0% 211 0 0.0% Q2 2026 Jul 28, 2026
DHJJ Financial Advisors, Ltd. History No change 4 1 0.0% 212 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History Closed out 0 0 0.02% -14,163 -100.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History Closed out 0 0 0.0% -4,363 -100.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -4,310 -100.0% Q2 2026 Sep 09, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -3,200 -100.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -2,986 -100.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History Closed out 0 0 0.06% -1,652 -100.0% Q2 2026 Jul 16, 2026
Russell Investments Group, Ltd. History New 1 0 +1 New Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 1 0 0 0.0% Q2 2026 Jul 23, 2026
Optiver Holding B.V. History No change 3 0 0 0.0% Q2 2026 Aug 12, 2026