FIRST TRUST EXCHANGE-TRADED FUND VI - FTXL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | No change | 2,854,912 | 813,507 | 0.48% | 0.48% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 492,150 | 140,238 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 448,881 | 127,908 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 427,057 | 121,690 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 308,460 | 87,895 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 116,690 | 33,251 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 113,910 | 32,458 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 102,061 | 25,836 | 0.03% | 0.04% | 8 | -5,467 | -5.08% | Q3 2026 | Oct 30, 2026 |
| WCG Wealth Advisors LLC | History | No change | 79,949 | 22,781 | 0.54% | 0.54% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 71,369 | 20,336 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 79,260 | 20,064 | 0.47% | 0.5% | 11 | -2,315 | -2.84% | Q3 2026 | Oct 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 78,278 | 19,816 | 0.03% | — | 12 | +78,278 | New | Q3 2026 | Oct 28, 2026 |
| Advisory Services Network, LLC | History | No change | 66,348 | 18,905 | 0.21% | 0.21% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 64,370 | 18,342 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 60,291 | 17,180 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 67,109 | 16,989 | 0.04% | 0.04% | 16 | +1,365 | 2.08% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 59,325 | 16,870 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 63,382 | 16,045 | 0.05% | 0.05% | 18 | +5,912 | 10.29% | Q3 2026 | Nov 02, 2026 |
| Quadrature Capital Ltd | History | No change | 55,587 | 15,839 | 0.14% | 0.14% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 54,643 | 15,570 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | No change | 50,719 | 14,452 | 1.07% | 1.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 46,183 | 13,159 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 42,870 | 12,219 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 41,526 | 11,832 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 38,549 | 10,984 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 35,405 | 10,088 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 34,888 | 9,941 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 34,073 | 9,709 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 35,678 | 9,031 | 0.2% | 0.28% | 29 | -4,123 | -10.36% | Q3 2026 | Nov 04, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 29,839 | 8,510 | 0.56% | 0.56% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 27,995 | 7,087 | 2.18% | 2.09% | 31 | -133 | -0.47% | Q3 2026 | Oct 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,808 | 7,068 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24,260 | 6,913 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,046 | 6,851 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 22,264 | 6,344 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 22,719 | 5,751 | 0.01% | 0.01% | 36 | +174 | 0.77% | Q3 2026 | Nov 02, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 22,539 | 5,705 | 0.35% | 0.43% | 37 | -943 | -4.02% | Q3 2026 | Nov 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,542 | 5,568 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 34,807 | 5,132 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 17,260 | 4,918 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,073 | 4,580 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 16,811 | 4,255 | 0.03% | — | 42 | +16,811 | New | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,835 | 4,227 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 13,496 | 3,845 | 0.42% | 0.42% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,173 | 3,754 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,689 | 3,718 | 0.04% | 0.08% | 46 | -12,407 | -45.79% | Q3 2026 | Oct 26, 2026 |
| GeoWealth Management, LLC | History | No change | 12,442 | 3,545 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 13,022 | 3,296 | 0.02% | 0.03% | 48 | -3,779 | -22.49% | Q3 2026 | Oct 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,873 | 3,005 | 0.09% | 0.05% | 49 | +5,550 | 87.77% | Q3 2026 | Nov 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 9,476 | 2,700 | 1.11% | 1.11% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CacheTech Inc. | History | No change | 9,068 | 2,583 | 0.42% | 0.42% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8,766 | 2,497 | 0.21% | 0.21% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 8,469 | 2,413 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Adams Wealth Management | History | No change | 8,248 | 2,350 | 0.45% | 0.45% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 9,020 | 2,258 | 0.1% | 0.13% | 55 | -884 | -8.93% | Q3 2026 | Oct 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,346 | 2,244 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 7,462 | 2,126 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,889 | 1,997 | 0.07% | 0.02% | 58 | +5,782 | 274.42% | Q3 2026 | Oct 26, 2026 |
| Reliant Investment Partners, LLC | History | No change | 6,953 | 1,981 | 1.35% | 1.35% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 7,164 | 1,813 | 1.44% | 2.33% | 60 | -4,257 | -37.27% | Q3 2026 | Oct 09, 2026 |
| Tudor Financial Inc. | History | No change | 6,295 | 1,793 | 0.81% | 0.81% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belvedere Trading LLC | History | Reduced | 7,000 | 1,772 | 0.0% | 0.0% | 62 | -700 | -9.09% | Q3 2026 | Nov 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,313 | 1,513 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 5,307 | 1,512 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 5,243 | 1,494 | 0.34% | 0.34% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 5,095 | 1,451 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,707 | 1,444 | 0.06% | 0.07% | 67 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,788 | 1,364 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,709 | 1,341 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,230 | 1,323 | 0.0% | 0.0% | 70 | +1 | 0.02% | Q3 2026 | Nov 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,610 | 1,313 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,560 | 1,299 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 4,853 | 1,229 | 0.77% | 0.86% | 73 | +98 | 2.06% | Q3 2026 | Oct 20, 2026 |
| Sigma Planning Corp | History | Added to | 4,822 | 1,220 | 0.03% | 0.03% | 74 | +918 | 23.51% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 4,219 | 1,202 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 3,621 | 1,031 | 0.87% | 0.87% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 4,043 | 1,023 | 0.27% | 0.57% | 77 | -3,829 | -48.64% | Q3 2026 | Oct 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,005 | 1,013 | 0.03% | 0.05% | 78 | -1,961 | -32.87% | Q3 2026 | Oct 29, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 3,315 | 944 | 0.37% | 0.37% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 3,232 | 920 | 0.22% | 0.22% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ballew Advisors, Inc | History | Added to | 3,396 | 893 | 0.44% | 0.43% | 81 | +80 | 2.41% | Q3 2026 | Oct 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,118 | 888 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nilsine Partners, LLC | History | Reduced | 3,472 | 878 | 0.06% | 2.22% | 83 | -109,005 | -96.91% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 3,020 | 860 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 2,906 | 828 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 2,766 | 788 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,757 | 785 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harvest Investment Services, LLC | History | No change | 2,683 | 764 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Reduced | 2,946 | 745 | 0.7% | 0.87% | 89 | -675 | -18.64% | Q3 2026 | Oct 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,545 | 725 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | Reduced | 2,807 | 710 | 0.01% | 0.04% | 91 | -10,605 | -79.07% | Q3 2026 | Oct 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,485 | 708 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,463 | 701 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 2,716 | 687 | 0.07% | 0.64% | 94 | -15,953 | -85.45% | Q3 2026 | Oct 30, 2026 |
| Verity Asset Management, Inc. | History | New | 2,633 | 666 | 0.26% | — | 95 | +2,633 | New | Q3 2026 | Oct 30, 2026 |
| StoneX Group Inc. | History | New | 2,999 | 660 | 0.02% | — | 96 | +2,999 | New | Q3 2026 | Nov 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,552 | 646 | 0.02% | 0.02% | 97 | +24 | 0.95% | Q3 2026 | Oct 13, 2026 |
| Concentrum Wealth Management | History | No change | 2,226 | 634 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,215 | 631 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | Added to | 2,349 | 616 | 0.14% | 0.13% | 100 | +60 | 2.62% | Q3 2026 | Oct 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 2,400 | 607 | 0.02% | 0.04% | 101 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,159 | 591 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 2,265 | 573 | 0.01% | 0.01% | 104 | -24 | -1.05% | Q3 2026 | Nov 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,011 | 573 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,991 | 567 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisory Group LLC | History | No change | 1,912 | 544 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,146 | 543 | 0.04% | 0.05% | 107 | -36 | -1.65% | Q3 2026 | Oct 20, 2026 |
| Rathbones Group PLC | History | No change | 1,907 | 543 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investment Insight Wealth Management, LLC | History | Reduced | 2,074 | 524 | 0.43% | 0.52% | 109 | -44 | -2.08% | Q3 2026 | Oct 30, 2026 |
| Fulcrum Equity Management | History | Added to | 2,069 | 523 | 0.42% | 0.4% | 110 | +166 | 8.72% | Q3 2026 | Oct 21, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 2,285 | 521 | 0.27% | 0.27% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,025 | 512 | 0.01% | 0.01% | 112 | +208 | 11.45% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 1,946 | 492 | 0.02% | 0.04% | 113 | -784 | -28.72% | Q3 2026 | Oct 21, 2026 |
| Leelyn Smith, LLC | History | Reduced | 1,863 | 471 | 0.05% | 0.07% | 114 | -270 | -12.66% | Q3 2026 | Nov 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,214 | 468 | 0.01% | 0.01% | 115 | -1,278 | -36.6% | Q3 2026 | Nov 04, 2026 |
| Oak Harvest Investment Services | History | Added to | 1,820 | 460 | 0.04% | 0.05% | 116 | +20 | 1.11% | Q3 2026 | Oct 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,573 | 448 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,761 | 445 | 0.0% | 0.0% | 118 | +54 | 3.16% | Q3 2026 | Nov 05, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,909 | 440 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,686 | 426 | 0.0% | 0.0% | 120 | -807 | -32.37% | Q3 2026 | Nov 06, 2026 |
| National Wealth Management Group, LLC | History | Added to | 1,676 | 424 | 0.12% | 0.09% | 121 | +671 | 66.77% | Q3 2026 | Oct 26, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,380 | 393 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,516 | 383 | 0.0% | 0.0% | 123 | +121 | 8.67% | Q3 2026 | Oct 23, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 1,481 | 375 | 0.13% | 0.18% | 124 | -277 | -15.76% | Q3 2026 | Oct 21, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 1,477 | 373 | 0.11% | 0.09% | 125 | +450 | 43.82% | Q3 2026 | Oct 15, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 1,301 | 370 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Southern Financial Group, LLC | History | No change | 1,462 | 370 | 0.1% | 0.11% | 127 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,436 | 368 | 0.02% | 0.01% | 128 | +560 | 63.93% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 1,418 | 355 | 0.0% | — | 130 | +1,418 | New | Q3 2026 | Oct 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,249 | 355 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantum Private Wealth, LLC | History | No change | 1,381 | 349 | 0.09% | 0.1% | 131 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | New | 1,367 | 346 | 0.05% | — | 132 | +1,367 | New | Q3 2026 | Oct 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,342 | 339 | 0.0% | — | 133 | +1,342 | New | Q3 2026 | Nov 04, 2026 |
| Petix & Botte Co | History | No change | 1,182 | 336 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 1,307 | 330 | 0.06% | 0.09% | 135 | -372 | -22.16% | Q3 2026 | Oct 26, 2026 |
| Aviance Capital Partners, LLC | History | New | 1,300 | 329 | 0.03% | — | 136 | +1,300 | New | Q3 2026 | Oct 28, 2026 |
| COMMERCE BANK | History | No change | 1,144 | 325 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,143 | 325 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,277 | 323 | 0.01% | 0.01% | 139 | +256 | 25.07% | Q3 2026 | Oct 21, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 1,265 | 320 | 0.02% | 0.02% | 140 | +50 | 4.12% | Q3 2026 | Oct 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 1,232 | 311 | 0.05% | 0.22% | 141 | -3,882 | -75.91% | Q3 2026 | Oct 14, 2026 |
| Anson Capital, Inc. | History | Added to | 1,186 | 300 | 0.2% | 0.22% | 142 | +7 | 0.59% | Q3 2026 | Oct 23, 2026 |
| FOSTER & MOTLEY INC | History | No change | 997 | 284 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Members Advisory Group LLC | History | No change | 979 | 279 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 963 | 274 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | New | 1,072 | 271 | 0.01% | — | 146 | +1,072 | New | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 909 | 259 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 1,020 | 258 | 0.06% | 0.07% | 148 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 1,019 | 257 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Family Capital Management, Inc. | History | No change | 981 | 248 | 0.1% | 0.11% | 150 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quantinno Capital Management LP | History | No change | 856 | 243 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 957 | 242 | 0.01% | 0.11% | 152 | -7,043 | -88.04% | Q3 2026 | Oct 16, 2026 |
| Tactive Advisors, LLC | History | New | 891 | 225 | 0.05% | — | 153 | +891 | New | Q3 2026 | Oct 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 880 | 222 | 0.0% | 0.01% | 154 | -575 | -39.52% | Q3 2026 | Oct 21, 2026 |
| Ignite Planners, LLC | History | No change | 853 | 215 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Regatta Research & Money Management | History | No change | 627 | 178 | 0.17% | 0.17% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 620 | 176 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Luminist Capital LLC | History | No change | 594 | 169 | 0.19% | 0.19% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 513 | 146 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berbice Capital Management LLC | History | Added to | 560 | 141 | 0.07% | 0.07% | 160 | +60 | 12.0% | Q3 2026 | Oct 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 450 | 128 | 0.29% | 0.29% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 481 | 121 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 422 | 120 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 457 | 115 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 410 | 103 | 0.0% | 0.0% | 165 | -8 | -1.91% | Q3 2026 | Nov 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 372 | 94 | 0.0% | 0.0% | 166 | -61 | -14.09% | Q3 2026 | Oct 16, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 338 | 85 | 0.01% | 0.01% | 167 | -52 | -13.33% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 331 | 83 | 0.0% | 0.0% | 168 | +123 | 59.13% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 290 | 82 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 299 | 75 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Heritage Family Offices, LLP | History | New | 290 | 73 | 0.02% | — | 171 | +290 | New | Q3 2026 | Nov 02, 2026 |
| GAMMA Investing LLC | History | No change | 272 | 68 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 225 | 64 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 250 | 63 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 230 | 58 | 0.0% | 0.0% | 175 | -414 | -64.29% | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 57 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 202 | 57 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 203 | 57 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Orion Capital Management LLC | History | No change | 200 | 56 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 197 | 49 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 150 | 42 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 158 | 39 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Laurel Wealth Advisors LLC | History | New | 147 | 37 | 0.0% | — | 183 | +147 | New | Q3 2026 | Oct 27, 2026 |
| Crewe Advisors LLC | History | No change | 113 | 32 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 119 | 30 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 111 | 28 | 0.0% | 0.0% | 187 | -6 | -5.13% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 109 | 28 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 85 | 24 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | No change | 83 | 23 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 82 | 23 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 100 | 22 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 85 | 21 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Front Row Advisors LLC | History | No change | 92 | 21 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | No change | 59 | 16 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 51 | 14 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| United Financial Planning Group LLC | History | New | 55 | 13 | 0.01% | — | 196 | +55 | New | Q3 2026 | Nov 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 50 | 12 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 42 | 11 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 25 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 20 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Keystone Financial Group, Inc. | History | No change | 16 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 14 | 3 | 0.0% | — | 202 | +14 | New | Q3 2026 | Nov 02, 2026 |
| EPG Wealth Management LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.24% | — | -20,140 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Howard Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -19,682 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -8,724 | -100.0% | Q3 2026 | Nov 05, 2026 |
| TriaGen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -7,919 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Davis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -5,700 | -100.0% | Q3 2026 | Nov 05, 2026 |
| TRUST CO OF OKLAHOMA | History | Closed out | 0 | 0 | — | 0.41% | — | -5,560 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -4,830 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.31% | — | -3,524 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Englebert Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -2,607 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Wagner Wealth Management, Corp | History | Closed out | 0 | 0 | — | 0.59% | — | -2,585 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,753 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,733 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,568 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,402 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,113 | -100.0% | Q3 2026 | Oct 26, 2026 |
| LANE BROTHERS & CO INC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,068 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -928 | -100.0% | Q3 2026 | Oct 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -769 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -719 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -713 | -100.0% | Q3 2026 | Oct 27, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q3 2026 | Nov 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |