FIRST TRUST EXCHANGE-TRADED FUND VI - FTXL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 32 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | New | 5,680,966 | 735,882 | 0.53% | — | 1 | +5,680,966 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 487,464 | 63,143 | 0.0% | 0.0% | 2 | +178,099 | 57.57% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 450,000 | 58,290 | 0.01% | 0.01% | 3 | -25,900 | -5.44% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 352,977 | 45,722 | 0.01% | 0.0% | 4 | +248,623 | 238.25% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 237,472 | 30,760 | 0.01% | 0.01% | 5 | +59,001 | 33.06% | Q4 2025 | Feb 11, 2026 |
| Nilsine Partners, LLC | History | Added to | 175,114 | 22,683 | 1.96% | 0.04% | 6 | +171,307 | 4499.79% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 149,734 | 19,395 | 0.27% | 0.0% | 7 | +147,453 | 6464.4% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 136,707 | 17,708 | 0.06% | 0.0% | 8 | +127,915 | 1454.9% | Q4 2025 | Feb 18, 2026 |
| WCG Wealth Advisors LLC | History | New | 127,535 | 16,520 | 0.46% | — | 9 | +127,535 | New | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 113,741 | 14,733 | 0.02% | 0.02% | 10 | -8,868 | -7.23% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 106,049 | 13,736 | 0.0% | 0.0% | 11 | +39,529 | 59.42% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 87,500 | 11,334 | 0.02% | — | 12 | +87,500 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 85,978 | 11,291 | 0.06% | — | 13 | +85,978 | New | Q4 2025 | Feb 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 85,503 | 11,075 | 0.26% | 0.24% | 14 | -2,786 | -3.16% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 77,609 | 10,052 | 0.01% | 0.01% | 15 | -8,754 | -10.14% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,869 | 8,014 | 0.02% | 0.02% | 16 | +6,109 | 10.96% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 60,589 | 7,848 | 0.0% | — | 17 | +60,589 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 56,375 | 7,303 | 0.02% | 0.0% | 18 | +42,666 | 311.23% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 51,230 | 6,636 | 0.0% | 0.0% | 19 | +23,369 | 83.88% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,556 | 6,030 | 0.02% | 0.02% | 20 | +1,273 | 2.81% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 44,920 | 5,818 | 0.08% | 0.02% | 21 | +33,682 | 299.72% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | New | 38,786 | 5,024 | 0.08% | — | 22 | +38,786 | New | Q4 2025 | Mar 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 38,221 | 4,952 | 0.05% | 0.03% | 23 | +11,855 | 44.96% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 36,584 | 4,738 | 0.0% | 0.0% | 24 | +17,977 | 96.61% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,685 | 4,492 | 0.0% | 0.0% | 25 | +31,648 | 1042.08% | Q4 2025 | Feb 17, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 31,480 | 4,077 | 1.25% | 1.26% | 26 | -2,880 | -8.38% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 30,086 | 3,897 | 0.08% | 0.08% | 27 | -1,272 | -4.06% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 29,765 | 3,855 | 0.01% | 0.0% | 28 | +22,004 | 283.52% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 22,400 | 2,901 | 0.1% | 0.05% | 29 | +10,432 | 87.17% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 20,049 | 2,596 | 0.59% | 0.59% | 30 | -987 | -4.69% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,716 | 2,553 | 0.0% | 0.0% | 31 | +741 | 3.91% | Q4 2025 | Feb 10, 2026 |
| TriaGen Wealth Management LLC | History | New | 17,428 | 2,257 | 0.58% | — | 32 | +17,428 | New | Q4 2025 | Jan 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 16,621 | 2,152 | 0.0% | 0.0% | 33 | -5,421 | -24.59% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 16,370 | 2,120 | 0.18% | 0.0% | 34 | +16,330 | 40825.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,443 | 2,000 | 0.0% | 0.0% | 35 | -604 | -3.76% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,380 | 1,992 | 0.0% | 0.0% | 36 | +12,088 | 367.19% | Q4 2025 | Mar 16, 2026 |
| D.A. DAVIDSON & CO. | History | New | 15,081 | 1,953 | 0.01% | — | 37 | +15,081 | New | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,773 | 1,913 | 0.01% | 0.0% | 38 | +7,705 | 109.01% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,515 | 1,880 | 0.0% | 0.0% | 39 | +2,546 | 21.27% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,687 | 1,773 | 0.0% | 0.0% | 40 | -7,415 | -35.14% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,547 | 1,625 | 0.0% | 0.0% | 41 | +1,940 | 18.29% | Q4 2025 | Feb 13, 2026 |
| Adams Wealth Management | History | Reduced | 12,201 | 1,580 | 0.34% | 0.31% | 42 | -625 | -4.87% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 12,201 | 1,580 | 0.29% | 0.29% | 43 | -625 | -4.87% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | New | 9,861 | 1,465 | 0.07% | — | 44 | +9,861 | New | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | New | 11,125 | 1,441 | 0.06% | — | 45 | +11,125 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF OKLAHOMA | History | New | 10,802 | 1,399 | 0.41% | — | 46 | +10,802 | New | Q4 2025 | Jan 14, 2026 |
| Wagner Wealth Management, Corp | History | New | 10,787 | 1,397 | 1.38% | — | 47 | +10,787 | New | Q4 2025 | Feb 12, 2026 |
| Davis Investment Partners, LLC | History | New | 9,721 | 1,321 | 0.46% | — | 48 | +9,721 | New | Q4 2025 | Jan 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 9,035 | 1,170 | 0.56% | 0.27% | 49 | +3,740 | 70.63% | Q4 2025 | Feb 03, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,843 | 1,015 | 0.05% | 0.04% | 50 | +251 | 3.31% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | New | 7,835 | 1,014 | 0.05% | — | 51 | +7,835 | New | Q4 2025 | Feb 17, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 7,741 | 1,002 | 0.18% | 0.05% | 52 | +5,354 | 224.3% | Q4 2025 | Feb 17, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 7,599 | 984 | 0.77% | 0.69% | 53 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,039 | 911 | 0.0% | — | 54 | +7,039 | New | Q4 2025 | Feb 12, 2026 |
| Tudor Financial Inc. | History | New | 6,683 | 865 | 0.44% | — | 55 | +6,683 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 6,534 | 846 | 0.0% | 0.0% | 56 | +2,592 | 65.75% | Q4 2025 | Feb 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 5,035 | 786 | 0.53% | — | 57 | +5,035 | New | Q4 2025 | Feb 10, 2026 |
| Global View Capital Management LLC | History | New | 6,062 | 785 | 0.15% | — | 58 | +6,062 | New | Q4 2025 | Jan 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 5,840 | 756 | 0.01% | 0.01% | 59 | -166 | -2.76% | Q4 2025 | Feb 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 4,608 | 715 | 0.21% | 0.17% | 60 | +113 | 2.51% | Q4 2025 | Feb 10, 2026 |
| Realta Investment Advisors | History | New | 5,351 | 693 | 0.23% | — | 61 | +5,351 | New | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,313 | 688 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,230 | 677 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Englebert Financial Advisers, LLC | History | New | 4,820 | 624 | 0.71% | — | 64 | +4,820 | New | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 4,528 | 586 | 0.08% | 0.12% | 65 | -2,709 | -37.43% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | New | 4,050 | 524 | 0.01% | — | 66 | +4,050 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,913 | 506 | 0.0% | 0.0% | 67 | +730 | 22.93% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,793 | 491 | 0.02% | — | 68 | +3,793 | New | Q4 2025 | Feb 09, 2026 |
| Ballew Advisors, Inc | History | No change | 3,316 | 483 | 0.27% | 0.21% | 69 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,605 | 466 | 0.01% | 0.01% | 70 | +1,151 | 46.9% | Q4 2025 | Jan 14, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 3,576 | 463 | 0.12% | 0.11% | 71 | +3 | 0.08% | Q4 2025 | Jan 27, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 3,300 | 427 | 0.2% | — | 72 | +3,300 | New | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,272 | 424 | 0.01% | 0.0% | 73 | +963 | 41.71% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,212 | 416 | 0.0% | 0.0% | 74 | -663 | -17.11% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | New | 3,120 | 404 | 0.01% | — | 75 | +3,120 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,868 | 371 | 0.01% | 0.01% | 76 | -450 | -13.56% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,716 | 351 | 0.02% | 0.02% | 77 | -131 | -4.6% | Q4 2025 | Jan 23, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 2,674 | 346 | 0.13% | 0.17% | 78 | -762 | -22.18% | Q4 2025 | Feb 09, 2026 |
| Fulcrum Equity Management | History | New | 2,652 | 343 | 0.33% | — | 79 | +2,652 | New | Q4 2025 | Jan 06, 2026 |
| Claro Advisors Inc. | History | New | 2,577 | 333 | 0.05% | — | 80 | +2,577 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,554 | 330 | 0.0% | 0.0% | 81 | -353 | -12.14% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | No change | 2,482 | 321 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,463 | 319 | 0.04% | — | 83 | +2,463 | New | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,418 | 313 | 0.0% | 0.0% | 84 | +2 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,415 | 312 | 0.02% | — | 86 | +2,415 | New | Q4 2025 | Jan 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 2,415 | 312 | 0.09% | 0.08% | 85 | -125 | -4.92% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 2,400 | 310 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,100 | 302 | 0.0% | — | 88 | +2,100 | New | Q4 2025 | Jan 08, 2026 |
| Concentrum Wealth Management | History | Reduced | 2,332 | 302 | 0.08% | 0.1% | 89 | -659 | -22.03% | Q4 2025 | Feb 04, 2026 |
| Summit Financial, LLC | History | Reduced | 2,335 | 302 | 0.0% | 0.0% | 90 | -74 | -3.07% | Q4 2025 | Feb 13, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 2,314 | 299 | 0.07% | 0.06% | 91 | -121 | -4.97% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 2,225 | 288 | 0.0% | 0.0% | 93 | +1,461 | 191.23% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,228 | 288 | 0.03% | 0.02% | 92 | +218 | 10.85% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | New | 2,219 | 287 | 0.0% | — | 94 | +2,219 | New | Q4 2025 | Feb 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 1,652 | 257 | 0.05% | 0.05% | 95 | -75 | -4.34% | Q4 2025 | Feb 03, 2026 |
| EQUITABLE TRUST CO | History | New | 1,932 | 250 | 0.01% | — | 96 | +1,932 | New | Q4 2025 | Feb 02, 2026 |
| SMITH, MOORE & CO. | History | No change | 1,840 | 238 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 1,673 | 216 | 0.05% | — | 98 | +1,673 | New | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | New | 1,369 | 211 | 0.0% | — | 99 | +1,369 | New | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,599 | 207 | 0.0% | 0.0% | 100 | +698 | 77.47% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,476 | 191 | 0.0% | 0.0% | 101 | +1,336 | 954.29% | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,257 | 162 | 0.03% | 0.03% | 102 | -222 | -15.01% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 1,125 | 145 | 0.0% | 0.0% | 103 | -445 | -28.34% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 787 | 101 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 775 | 100 | 0.0% | 0.0% | 105 | +3 | 0.39% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 662 | 85 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | New | 616 | 79 | 0.0% | — | 107 | +616 | New | Q4 2025 | Feb 05, 2026 |
| Luminist Capital LLC | History | No change | 594 | 76 | 0.09% | 0.06% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 481 | 62 | 0.0% | 0.0% | 109 | +1 | 0.21% | Q4 2025 | Jan 14, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 450 | 58 | 0.16% | 0.14% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 445 | 57 | 0.0% | 0.0% | 111 | +56 | 14.4% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 410 | 53 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 394 | 51 | 0.0% | 0.0% | 113 | +86 | 27.92% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 361 | 46 | 0.0% | — | 114 | +361 | New | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | No change | 272 | 35 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FMR LLC | History | No change | 262 | 33 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 250 | 32 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 26 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 197 | 25 | 0.01% | — | 119 | +197 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 163 | 21 | 0.0% | 0.0% | 120 | -3,084 | -94.98% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 158 | 20 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 140 | 18 | 0.01% | 0.01% | 122 | -140 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 117 | 15 | 0.0% | 0.0% | 124 | -279 | -70.45% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | No change | 116 | 15 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 111 | 14 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | No change | 113 | 14 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 105 | 13 | 0.0% | 0.0% | 127 | -52 | -33.12% | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 85 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Benson Wealth Management INC | History | New | 59 | 7 | 0.01% | — | 130 | +59 | New | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bernard Wealth Management Corp. | History | No change | 25 | 3 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keystone Financial Group, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Darwin Wealth Management, LLC | History | New | 9 | 1 | 0.0% | — | 135 | +9 | New | Q4 2025 | Jan 22, 2026 |
| Motiv8 Investments LLC | History | New | 7 | 1 | 0.0% | — | 136 | +7 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -12,293 | -100.0% | Q3 2025 | Feb 03, 2026 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -10,431 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,506 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,744 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,144 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -457 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 27, 2025 |
| AdvisorNet Financial, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EPG Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |