FIRST TRUST EXCHANGE-TRADED FUND VI - FV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 5,675,249 | 357,085 | 0.02% | 0.02% | 1 | -338,329 | -5.63% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 4,155,628 | 261,470 | 0.07% | 0.08% | 2 | -311,143 | -6.97% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,689,147 | 232,120 | 0.04% | 0.04% | 3 | +2,081 | 0.06% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,328,990 | 146,539 | 0.2% | 0.2% | 4 | -149,125 | -6.02% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,084,809 | 131,175 | 0.04% | 0.04% | 5 | -171,243 | -7.59% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 1,277,757 | 80,396 | 0.01% | 0.01% | 6 | -87,641 | -6.42% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,261,211 | 79,354 | 0.01% | 0.01% | 7 | -100,624 | -7.39% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 929,696 | 58,496 | 0.21% | 0.26% | 8 | -10,818 | -1.15% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 832,295 | 52,367 | 0.01% | — | 9 | +832,295 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 771,125 | 48,526 | 0.07% | 0.08% | 10 | -133,793 | -14.79% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 707,992 | 44,552 | 0.73% | 0.83% | 11 | -79,251 | -10.07% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 565,859 | 35,603 | 0.41% | 0.61% | 12 | -10,903 | -1.89% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 565,496 | 35,581 | 0.09% | 0.09% | 13 | +8,510 | 1.53% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 506,018 | 31,839 | 0.07% | 0.08% | 14 | -5,727 | -1.12% | Q4 2025 | Feb 11, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 470,168 | 29,582 | 16.23% | 16.4% | 15 | +5,804 | 1.25% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 440,507 | 27,716 | 0.02% | 0.03% | 16 | -30,730 | -6.52% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 419,629 | 26,402 | 0.04% | 0.04% | 17 | -20,249 | -4.6% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 407,478 | 25,638 | 0.16% | 0.17% | 18 | -20,359 | -4.76% | Q4 2025 | Jan 29, 2026 |
| Madrona Financial Services, LLC | History | Added to | 401,734 | 25,276 | 5.4% | 5.43% | 19 | +4,130 | 1.04% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 400,464 | 25,197 | 0.05% | 0.04% | 20 | +33,646 | 9.17% | Q4 2025 | Mar 16, 2026 |
| Cetera Investment Advisers | History | Reduced | 399,891 | 25,160 | 0.03% | 0.04% | 21 | -95,022 | -19.2% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 317,007 | 19,945 | 0.01% | 0.01% | 22 | -6,532 | -2.02% | Q4 2025 | Feb 10, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 313,503 | 19,725 | 7.82% | 8.34% | 23 | +577 | 0.18% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 281,906 | 17,737 | 0.08% | 0.07% | 24 | +56,698 | 25.18% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 267,068 | 16,804 | 0.05% | 0.05% | 25 | -9,101 | -3.3% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 250,269 | 15,746 | 0.39% | 0.39% | 26 | +749 | 0.3% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 243,923 | 15,347 | 0.08% | 0.09% | 27 | -1,328 | -0.54% | Q4 2025 | Feb 12, 2026 |
| Strid Group, LLC | History | Reduced | 224,634 | 14,133 | 1.76% | 1.8% | 28 | -4,059 | -1.77% | Q4 2025 | Jan 26, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 195,451 | 12,297 | 6.73% | 6.61% | 29 | +5,137 | 2.7% | Q4 2025 | Feb 10, 2026 |
| Concentrum Wealth Management | History | Added to | 174,108 | 10,954 | 3.06% | 3.05% | 30 | +3,401 | 1.99% | Q4 2025 | Feb 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 169,429 | 10,660 | 0.64% | 0.67% | 31 | +2,905 | 1.74% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 158,429 | 9,968 | 0.12% | 0.09% | 32 | -7,357 | -4.44% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 154,559 | 9,724 | 0.11% | 0.11% | 33 | +348 | 0.23% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 149,665 | 9,416 | 0.01% | 0.01% | 34 | +10,590 | 7.61% | Q4 2025 | Feb 10, 2026 |
| HFG Advisors, Inc. | History | Added to | 143,478 | 9,027 | 6.54% | 6.44% | 35 | +2,513 | 1.78% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 142,677 | 8,977 | 0.2% | — | 36 | +142,677 | New | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 142,054 | 8,941 | 0.1% | 0.01% | 37 | +123,447 | 663.44% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 140,336 | 8,829 | 0.01% | 0.01% | 38 | -5,871 | -4.02% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 136,623 | 8,596 | 0.21% | 0.23% | 39 | -6,185 | -4.33% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Added to | 128,460 | 8,082 | 0.38% | 0.4% | 40 | +2,599 | 2.06% | Q4 2025 | Jan 26, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 127,907 | 8,047 | 0.16% | 0.19% | 41 | -1,902 | -1.47% | Q4 2025 | Feb 03, 2026 |
| Fusion Capital, LLC | History | Added to | 116,197 | 7,311 | 2.06% | 2.02% | 42 | +3,773 | 3.36% | Q4 2025 | Feb 04, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 108,594 | 6,832 | 0.97% | 0.98% | 43 | +636 | 0.59% | Q4 2025 | Jan 15, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 107,753 | 6,779 | 0.75% | 0.91% | 44 | -693 | -0.64% | Q4 2025 | Feb 11, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 107,451 | 6,760 | 1.22% | 1.27% | 45 | -1,109 | -1.02% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 105,021 | 6,607 | 0.0% | 0.0% | 46 | -10,981 | -9.47% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 100,631 | 6,331 | 0.08% | 0.08% | 47 | +3,565 | 3.67% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 100,245 | 6,307 | 0.14% | 0.16% | 48 | -595 | -0.59% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 96,898 | 6,096 | 0.01% | 0.01% | 49 | -8,082 | -7.7% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 91,572 | 6,050 | 0.01% | 0.01% | 50 | +1,658 | 1.84% | Q4 2025 | Jan 08, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 91,999 | 5,788 | 0.33% | 0.34% | 51 | -1,575 | -1.68% | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | Reduced | 91,921 | 5,783 | 1.02% | 1.29% | 52 | -25,691 | -21.84% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 85,404 | 5,373 | 0.0% | 0.0% | 53 | -4,148 | -4.63% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 82,438 | 5,186 | 0.01% | 0.02% | 54 | -38,547 | -31.86% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 81,290 | 5,114 | 0.05% | 0.09% | 55 | -15,308 | -15.85% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 78,088 | 4,913 | 0.03% | 0.03% | 56 | +7,680 | 10.91% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 77,721 | 4,890 | 0.02% | 0.02% | 57 | +14,749 | 23.42% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 74,904 | 4,712 | 0.02% | 0.02% | 58 | +1,160 | 1.57% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 72,367 | 4,553 | 0.04% | 0.0% | 59 | +67,082 | 1269.29% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 66,469 | 4,182 | 0.0% | 0.0% | 60 | -649 | -0.97% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 65,459 | 4,118 | 0.0% | 0.0% | 61 | +2,600 | 4.14% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 65,015 | 4,090 | 0.07% | 0.08% | 62 | -7,059 | -9.79% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 65,007 | 4,090 | 0.02% | 0.02% | 63 | -1,626 | -2.44% | Q4 2025 | Jan 29, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 60,826 | 3,866 | 1.5% | 1.67% | 64 | -3,449 | -5.37% | Q4 2025 | Feb 09, 2026 |
| Claro Advisors Inc. | History | Reduced | 61,129 | 3,846 | 0.52% | 0.58% | 65 | -3,427 | -5.31% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 61,023 | 3,839 | 0.12% | 0.18% | 66 | -22,802 | -27.2% | Q4 2025 | Jan 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 60,956 | 3,835 | 0.13% | 0.14% | 67 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 59,184 | 3,723 | 0.07% | 0.08% | 68 | -97 | -0.16% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 57,910 | 3,643 | 0.0% | 0.0% | 69 | +787 | 1.38% | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | Added to | 53,329 | 3,355 | 0.52% | 0.52% | 70 | +206 | 0.39% | Q4 2025 | Jan 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 52,570 | 3,307 | 2.37% | 2.39% | 71 | +103 | 0.2% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Reduced | 51,923 | 3,267 | 0.07% | 0.07% | 72 | -438 | -0.84% | Q4 2025 | Feb 02, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 51,612 | 3,247 | 2.38% | 2.37% | 73 | +62 | 0.12% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | New | 50,402 | 3,171 | 0.03% | — | 74 | +50,402 | New | Q4 2025 | Jan 26, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 48,819 | 3,071 | 2.27% | 2.39% | 75 | -531 | -1.08% | Q4 2025 | Jan 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 44,964 | 2,829 | 1.42% | 1.73% | 76 | -7,821 | -14.82% | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | Added to | 44,803 | 2,818 | 0.12% | 0.09% | 77 | +905 | 2.06% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 44,194 | 2,780 | 0.02% | 0.02% | 78 | -2,020 | -4.37% | Q4 2025 | Feb 17, 2026 |
| Petix & Botte Co | History | Added to | 43,980 | 2,767 | 0.63% | 0.52% | 79 | +7,434 | 20.34% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 43,961 | 2,766 | 0.04% | 0.05% | 80 | -14,753 | -25.13% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 43,877 | 2,760 | 0.12% | 0.11% | 81 | +4,207 | 10.6% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 43,125 | 2,713 | 0.0% | 0.0% | 82 | -40,994 | -48.73% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | No change | 43,109 | 2,712 | 0.21% | 0.22% | 83 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 42,853 | 2,696 | 0.05% | 0.06% | 84 | -396 | -0.92% | Q4 2025 | Feb 13, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 39,640 | 2,494 | 0.93% | 0.94% | 85 | +41 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 39,482 | 2,484 | 0.01% | 0.01% | 86 | +6,498 | 19.7% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 38,027 | 2,392 | 0.03% | 0.03% | 87 | +111 | 0.29% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 37,939 | 2,387 | 0.25% | 0.27% | 88 | -1,426 | -3.62% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 37,801 | 2,381 | 0.0% | 0.0% | 89 | +9,899 | 35.48% | Q4 2025 | Jan 30, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 37,817 | 2,379 | 2.1% | — | 90 | +37,817 | New | Q4 2025 | Jan 07, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 36,615 | 2,303 | 1.64% | 1.68% | 91 | -682 | -1.83% | Q4 2025 | Jan 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 36,432 | 2,292 | 0.06% | 0.09% | 92 | +13,515 | 58.97% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 35,412 | 2,228 | 0.0% | 0.0% | 93 | +6,851 | 23.99% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 34,943 | 2,198 | 1.0% | 0.75% | 94 | +599 | 1.74% | Q4 2025 | Jan 23, 2026 |
| Waterfront Wealth Inc. | History | Added to | 31,713 | 2,116 | 0.4% | 0.4% | 95 | +51 | 0.16% | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 32,641 | 2,053 | 0.35% | 0.41% | 96 | -2,976 | -8.36% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 32,536 | 2,047 | 0.05% | 0.06% | 97 | -824 | -2.47% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 31,350 | 1,972 | 0.05% | 0.06% | 99 | -2,253 | -6.7% | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 31,344 | 1,972 | 0.06% | 0.06% | 98 | -590 | -1.85% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 31,302 | 1,969 | 0.03% | 0.04% | 100 | +586 | 1.91% | Q4 2025 | Feb 19, 2026 |
| Mariner, LLC | History | Reduced | 31,019 | 1,951 | 0.0% | 0.0% | 101 | -377 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, Corp | History | New | 30,134 | 1,896 | 1.87% | — | 102 | +30,134 | New | Q4 2025 | Feb 12, 2026 |
| Accel Wealth Management | History | Reduced | 28,766 | 1,809 | 0.49% | 0.52% | 103 | -64 | -0.22% | Q4 2025 | Jan 20, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 28,489 | 1,792 | 0.14% | 0.14% | 104 | -65 | -0.23% | Q4 2025 | Jan 23, 2026 |
| Colonial River Investments, LLC | History | Added to | 27,803 | 1,749 | 0.62% | 0.59% | 105 | +2,127 | 8.28% | Q4 2025 | Feb 04, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 27,499 | 1,730 | 0.38% | 0.4% | 106 | -1,784 | -6.09% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 26,602 | 1,673 | 0.03% | 0.03% | 107 | +3,641 | 15.86% | Q4 2025 | Mar 12, 2026 |
| Atria Investments, Inc | History | Reduced | 25,577 | 1,609 | 0.02% | 0.02% | 108 | -564 | -2.16% | Q4 2025 | Feb 05, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 24,895 | 1,566 | 0.61% | 0.57% | 109 | +1,406 | 5.99% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 24,755 | 1,557 | 0.02% | 0.02% | 110 | +2,292 | 10.2% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 24,207 | 1,523 | 0.03% | 0.04% | 111 | -1,365 | -5.34% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 22,269 | 1,401 | 0.05% | 0.05% | 112 | -695 | -3.03% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 21,984 | 1,383 | 0.09% | 0.1% | 113 | -1,270 | -5.46% | Q4 2025 | Feb 06, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 21,957 | 1,381 | 1.07% | — | 114 | +21,957 | New | Q4 2025 | Mar 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 21,917 | 1,379 | 0.01% | 0.01% | 115 | +3,111 | 16.54% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,721 | 1,366 | 0.04% | 0.02% | 116 | +14,494 | 200.55% | Q4 2025 | Jan 20, 2026 |
| Argent Trust Co | History | Reduced | 21,680 | 1,364 | 0.05% | 0.05% | 117 | -400 | -1.81% | Q4 2025 | Feb 10, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 21,648 | 1,362 | 0.01% | 0.01% | 118 | +305 | 1.43% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 21,351 | 1,343 | 0.08% | 0.08% | 119 | -2,446 | -10.28% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 21,332 | 1,342 | 0.06% | 0.07% | 120 | -100 | -0.47% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 21,097 | 1,327 | 0.0% | 0.0% | 121 | +6,813 | 47.7% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | Added to | 126 | 1,278 | 0.08% | 0.08% | 122 | +2 | 1.61% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 20,079 | 1,263 | 0.01% | 0.01% | 123 | -2,227 | -9.98% | Q4 2025 | Jan 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 19,763 | 1,243 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ballew Advisors, Inc | History | Reduced | 18,638 | 1,236 | 0.7% | 0.66% | 125 | -507 | -2.65% | Q4 2025 | Jan 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 19,130 | 1,203 | 0.04% | 0.1% | 126 | -4,792 | -20.03% | Q4 2025 | Feb 04, 2026 |
| Kovack Advisors, Inc. | History | New | 18,981 | 1,194 | 0.06% | — | 127 | +18,981 | New | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 18,625 | 1,171 | 0.06% | 0.05% | 129 | +5,745 | 44.6% | Q4 2025 | Jan 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 18,614 | 1,171 | 0.02% | 0.02% | 128 | -322 | -1.7% | Q4 2025 | Feb 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 18,508 | 1,164 | 0.16% | — | 130 | +18,508 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 18,348 | 1,154 | 0.0% | 0.0% | 131 | +1,470 | 8.71% | Q4 2025 | Feb 17, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 17,805 | 1,120 | 0.26% | 0.27% | 132 | -171 | -0.95% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,295 | 1,088 | 0.0% | 0.0% | 133 | -1,027 | -5.61% | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 17,251 | 1,085 | 0.31% | 0.32% | 134 | -227 | -1.3% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 17,178 | 1,080 | 0.0% | — | 135 | +17,178 | New | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Added to | 16,941 | 1,065 | 0.05% | 0.04% | 136 | +2,024 | 13.57% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 16,768 | 1,055 | 0.01% | — | 137 | +16,768 | New | Q4 2025 | Feb 18, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 16,352 | 1,028 | 0.06% | 0.07% | 138 | -2,602 | -13.73% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,204 | 1,019 | 0.01% | 0.02% | 139 | -3,715 | -18.65% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 16,179 | 1,018 | 0.05% | — | 140 | +16,179 | New | Q4 2025 | Jan 21, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 15,785 | 993 | 0.66% | 0.69% | 141 | -1,025 | -6.1% | Q4 2025 | Jan 22, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 15,660 | 985 | 0.01% | 0.01% | 142 | -387 | -2.41% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,617 | 982 | 0.0% | 0.0% | 143 | -431 | -2.69% | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 15,294 | 962 | 0.14% | 0.16% | 144 | -109 | -0.71% | Q4 2025 | Feb 04, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 15,130 | 951 | 0.17% | 0.18% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Reduced | 15,043 | 946 | 0.03% | 0.03% | 146 | -331 | -2.15% | Q4 2025 | Feb 06, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 14,790 | 930 | 0.28% | 0.28% | 147 | +32 | 0.22% | Q4 2025 | Jan 23, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 14,654 | 922 | 0.3% | 0.33% | 148 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,626 | 920 | 0.08% | 0.08% | 149 | +78 | 0.54% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 14,313 | 900 | 0.05% | 0.06% | 150 | -1,565 | -9.86% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 14,286 | 898 | 0.07% | 0.08% | 151 | -1,935 | -11.93% | Q4 2025 | Jan 29, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 13,969 | 878 | 0.36% | 0.38% | 152 | -555 | -3.82% | Q4 2025 | Jan 14, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 13,873 | 872 | 0.13% | 0.13% | 153 | +40 | 0.29% | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,588 | 854 | 0.02% | 0.02% | 154 | +980 | 7.77% | Q4 2025 | Feb 06, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 13,102 | 824 | 0.43% | 0.44% | 155 | -500 | -3.68% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,993 | 817 | 0.0% | 0.0% | 156 | -15,062 | -53.69% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | New | 12,918 | 812 | 0.06% | — | 157 | +12,918 | New | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 12,620 | 794 | 0.0% | 0.0% | 158 | -36,180 | -74.14% | Q4 2025 | Mar 25, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 12,571 | 790 | 0.04% | 0.05% | 159 | -413 | -3.18% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,525 | 788 | 0.0% | 0.0% | 160 | -152 | -1.2% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 12,311 | 774 | 0.05% | 0.06% | 161 | -355 | -2.8% | Q4 2025 | Jan 21, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 11,927 | 750 | 0.04% | 0.06% | 162 | -5,107 | -29.98% | Q4 2025 | Jan 23, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 11,632 | 731 | 0.59% | 0.64% | 163 | -967 | -7.68% | Q4 2025 | Jan 20, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 11,563 | 727 | 0.29% | 0.3% | 164 | +485 | 4.38% | Q4 2025 | Jan 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 11,320 | 712 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Worthington Financial Partners, LLC | History | New | 11,275 | 709 | 0.63% | — | 166 | +11,275 | New | Q4 2025 | Mar 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 11,197 | 704 | 0.23% | 0.24% | 167 | -400 | -3.45% | Q4 2025 | Jan 23, 2026 |
| Warner Group LLC | History | No change | 11,035 | 694 | 0.43% | 0.47% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 10,693 | 672 | 0.01% | 0.01% | 169 | -7 | -0.07% | Q4 2025 | Feb 18, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,499 | 660 | 0.03% | 0.04% | 170 | -2,063 | -16.42% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,455 | 657 | 0.04% | 0.04% | 171 | +876 | 9.15% | Q4 2025 | Feb 03, 2026 |
| Redwood Family Wealth LLC | History | New | 10,435 | 656 | 0.64% | — | 172 | +10,435 | New | Q4 2025 | Mar 06, 2026 |
| Arax Advisory Partners | History | New | 10,136 | 637 | 0.02% | — | 173 | +10,136 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 10,090 | 634 | 0.0% | 0.01% | 174 | -1,334 | -11.68% | Q4 2025 | Feb 13, 2026 |
| Tudor Financial Inc. | History | Reduced | 10,066 | 633 | 0.32% | 0.35% | 175 | -500 | -4.73% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 10,017 | 630 | 0.02% | 0.16% | 176 | -56,911 | -85.03% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,924 | 624 | 0.02% | 0.03% | 177 | -5,337 | -34.97% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 9,789 | 615 | 0.03% | 0.03% | 178 | +305 | 3.22% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 9,653 | 607 | 0.01% | 0.01% | 179 | -380 | -3.79% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,294 | 584 | 0.0% | 0.0% | 180 | +3,208 | 52.71% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,220 | 580 | 0.03% | 0.03% | 181 | -1,056 | -10.28% | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 9,200 | 578 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,896 | 559 | 0.04% | 0.03% | 183 | +1,894 | 27.05% | Q4 2025 | Feb 03, 2026 |
| HCR Wealth Advisors | History | No change | 8,840 | 556 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MGB Wealth Management, LLC | History | Added to | 8,592 | 540 | 0.15% | 0.15% | 185 | +8 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 8,472 | 533 | 0.02% | 0.02% | 186 | +18 | 0.21% | Q4 2025 | Jan 14, 2026 |
| Sargent Investment Group, LLC | History | New | 8,470 | 532 | 0.07% | — | 187 | +8,470 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 8,322 | 523 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SNS Financial Group, LLC | History | No change | 8,267 | 520 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 8,101 | 509 | 0.02% | 0.02% | 190 | -67 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 7,968 | 501 | 0.03% | 0.03% | 191 | -271 | -3.29% | Q4 2025 | Jan 07, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,841 | 493 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 7,791 | 490 | 0.0% | 0.0% | 193 | +1,193 | 18.08% | Q4 2025 | Jan 23, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 7,513 | 472 | 0.11% | 0.1% | 194 | +810 | 12.08% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | No change | 7,423 | 467 | 0.02% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 7,183 | 451 | 0.13% | 0.13% | 196 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,305 | 442 | 0.01% | 0.01% | 197 | -102 | -1.38% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 6,785 | 426 | 0.0% | 0.0% | 198 | +2,334 | 52.44% | Q4 2025 | Feb 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 6,450 | 405 | 0.02% | 0.02% | 199 | +1,124 | 21.1% | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 6,356 | 399 | 0.08% | 0.08% | 200 | -385 | -5.71% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 6,330 | 398 | 0.0% | — | 201 | +6,330 | New | Q4 2025 | Feb 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 6,169 | 388 | 0.1% | 0.11% | 202 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 6,093 | 383 | 0.04% | 0.06% | 203 | -2,261 | -27.06% | Q4 2025 | Mar 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,696 | 380 | 0.01% | 0.01% | 204 | +71 | 1.26% | Q4 2025 | Jan 28, 2026 |
| Carr Financial Group Corp | History | Reduced | 6,039 | 379 | 0.1% | 0.17% | 205 | -4,250 | -41.31% | Q4 2025 | Jan 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,589 | 376 | 0.02% | 0.0% | 206 | +5,079 | 995.88% | Q4 2025 | Jan 21, 2026 |
| Empowered Funds, LLC | History | New | 5,965 | 375 | 0.01% | — | 207 | +5,965 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 5,924 | 369 | 0.0% | 0.0% | 208 | +554 | 10.32% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | New | 5,821 | 366 | 0.04% | — | 209 | +5,821 | New | Q4 2025 | Feb 11, 2026 |
| NOVEM GROUP | History | Reduced | 5,824 | 366 | 0.04% | 0.04% | 210 | -172 | -2.87% | Q4 2025 | Jan 27, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 5,794 | 364 | 0.16% | — | 212 | +5,794 | New | Q4 2025 | Mar 10, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 5,789 | 364 | 0.25% | 0.24% | 211 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Manchester Capital Management LLC | History | No change | 5,700 | 358 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,611 | 353 | 0.01% | 0.01% | 214 | +66 | 1.19% | Q4 2025 | Feb 09, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 5,594 | 351 | 0.07% | 0.07% | 215 | -3 | -0.05% | Q4 2025 | Jan 29, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 5,291 | 332 | 0.01% | — | 216 | +5,291 | New | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 5,083 | 319 | 0.19% | — | 217 | +5,083 | New | Q4 2025 | Feb 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 5,000 | 314 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 4,893 | 307 | 0.09% | 0.1% | 219 | -213 | -4.17% | Q4 2025 | Jan 26, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,608 | 303 | 0.13% | 0.14% | 220 | -23 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 4,804 | 302 | 0.22% | 0.21% | 221 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 4,595 | 284 | 0.04% | 0.04% | 222 | -157 | -3.3% | Q4 2025 | Jan 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,477 | 281 | 0.0% | 0.0% | 223 | -236 | -5.01% | Q4 2025 | Feb 18, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,445 | 279 | 0.01% | 0.01% | 224 | +6 | 0.14% | Q4 2025 | Jan 12, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 4,337 | 272 | 0.19% | 0.19% | 225 | +7 | 0.16% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 4,055 | 255 | 0.0% | 0.0% | 226 | +354 | 9.56% | Q4 2025 | Feb 12, 2026 |
| Private Advisory Group LLC | History | Reduced | 4,052 | 254 | 0.02% | 0.02% | 227 | -814 | -16.73% | Q4 2025 | Jan 15, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 4,047 | 254 | 0.03% | 0.03% | 228 | -169 | -4.01% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 3,994 | 251 | 0.0% | 0.0% | 229 | +6 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 3,984 | 250 | 0.01% | 0.01% | 230 | +1 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,980 | 250 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 3,879 | 244 | 0.0% | — | 232 | +3,879 | New | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | No change | 3,829 | 240 | 0.15% | 0.16% | 233 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 3,762 | 236 | 0.0% | 0.0% | 234 | -71 | -1.85% | Q4 2025 | Feb 11, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 3,750 | 235 | 0.17% | 0.17% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 3,492 | 231 | 0.01% | 0.01% | 236 | +98 | 2.89% | Q4 2025 | Feb 09, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 3,474 | 229 | 0.01% | 0.01% | 237 | -1,688 | -32.7% | Q4 2025 | Jan 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,648 | 229 | 0.0% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 3,574 | 224 | 0.04% | 0.04% | 239 | +1 | 0.03% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | Reduced | 3,500 | 220 | 0.03% | 0.03% | 240 | -200 | -5.41% | Q4 2025 | Jan 22, 2026 |
| 360 Financial, Inc. | History | Reduced | 3,489 | 219 | 0.07% | 0.11% | 241 | -1,815 | -34.22% | Q4 2025 | Feb 13, 2026 |
| Peak Planning Group, LLC | History | New | 3,475 | 218 | 0.06% | — | 243 | +3,475 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,474 | 218 | 0.0% | 0.0% | 242 | +62 | 1.82% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,451 | 217 | 0.0% | 0.0% | 244 | +200 | 6.15% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 3,292 | 207 | 0.0% | — | 245 | +3,292 | New | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | New | 3,260 | 205 | 0.01% | — | 246 | +3,260 | New | Q4 2025 | Feb 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 3,271 | 205 | 0.02% | 0.02% | 247 | +1 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | New | 3,223 | 202 | 0.0% | — | 248 | +3,223 | New | Q4 2025 | Jan 28, 2026 |
| Register Financial Advisors LLC | History | No change | 3,173 | 199 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,000 | 188 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | New | 2,841 | 178 | 0.0% | — | 251 | +2,841 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,704 | 170 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,650 | 167 | 0.0% | 0.0% | 253 | -24 | -0.9% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 2,192 | 137 | 0.01% | 0.01% | 254 | -186 | -7.82% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,115 | 133 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,111 | 132 | 0.01% | 0.01% | 256 | -56 | -2.58% | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,027 | 127 | 0.01% | 0.01% | 257 | +5 | 0.25% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | No change | 1,895 | 119 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,717 | 108 | 0.01% | 0.01% | 259 | +1 | 0.06% | Q4 2025 | Feb 20, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,574 | 99 | 0.02% | 0.02% | 260 | +3 | 0.19% | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,555 | 97 | 0.01% | 0.01% | 261 | -27 | -1.71% | Q4 2025 | Feb 03, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 1,529 | 96 | 0.02% | 0.02% | 262 | +3 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | New | 64,605 | 94 | 0.0% | — | 263 | +64,605 | New | Q4 2025 | Mar 09, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,442 | 90 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,400 | 88 | 0.01% | — | 266 | +1,400 | New | Q4 2025 | Feb 09, 2026 |
| MTM Investment Management, LLC | History | Reduced | 1,405 | 88 | 0.03% | 0.03% | 265 | -55 | -3.77% | Q4 2025 | Feb 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,333 | 83 | 0.07% | 0.08% | 267 | -5 | -0.37% | Q4 2025 | Jan 29, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,293 | 81 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,275 | 80 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,232 | 77 | 0.03% | — | 270 | +1,232 | New | Q4 2025 | Jan 20, 2026 |
| Realta Investment Advisors | History | No change | 1,176 | 73 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,084 | 68 | 0.01% | — | 272 | +1,084 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 917 | 58 | 0.0% | 0.0% | 273 | +309 | 50.82% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 907 | 57 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | New | 850 | 53 | 0.01% | — | 276 | +850 | New | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 858 | 53 | 0.0% | 0.0% | 275 | +2 | 0.23% | Q4 2025 | Feb 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 825 | 51 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TD Capital Management LLC | History | New | 798 | 50 | 0.0% | — | 278 | +798 | New | Q4 2025 | Feb 26, 2026 |
| Truvestments Capital LLC | History | Added to | 782 | 49 | 0.01% | 0.01% | 279 | +1 | 0.13% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 750 | 47 | 0.04% | 0.05% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 743 | 46 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 692 | 43 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 670 | 42 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 557 | 35 | 0.02% | 0.03% | 284 | -901 | -61.8% | Q4 2025 | Feb 18, 2026 |
| EPG Wealth Management LLC | History | New | 503 | 31 | 0.01% | — | 286 | +503 | New | Q4 2025 | Jan 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 31 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 475 | 29 | 0.01% | — | 287 | +475 | New | Q4 2025 | Jan 27, 2026 |
| Crews Bank & Trust | History | No change | 452 | 28 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 428 | 26 | 0.0% | 0.0% | 290 | +85 | 24.78% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 415 | 26 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 25 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 405 | 25 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Red Tortoise LLC | History | No change | 401 | 25 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Decker Retirement Planning Inc. | History | No change | 407 | 25 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | No change | 367 | 24 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | No change | 389 | 24 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Holos Integrated Wealth LLC | History | No change | 378 | 24 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 375 | 23 | 0.0% | — | 298 | +375 | New | Q4 2025 | Feb 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 317 | 20 | 0.01% | 0.01% | 299 | +1 | 0.32% | Q4 2025 | Feb 10, 2026 |
| Grove Bank & Trust | History | No change | 330 | 20 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Financial Perspectives, Inc | History | No change | 317 | 19 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 308 | 18 | 0.0% | — | 302 | +308 | New | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 300 | 18 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Providence Capital Advisors, LLC | History | No change | 294 | 18 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 275 | 17 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 264 | 16 | 0.0% | — | 306 | +264 | New | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | No change | 262 | 16 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Pacific Financial | History | Added to | 241 | 15 | 0.0% | 0.0% | 308 | +1 | 0.42% | Q4 2025 | Jan 16, 2026 |
| PFS Partners, LLC | History | No change | 250 | 15 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 223 | 14 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Investors Research Corp | History | No change | 217 | 13 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 200 | 12 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 198 | 12 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | No change | 201 | 12 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 178 | 11 | 0.0% | — | 315 | +178 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 90 | 5 | 0.0% | — | 317 | +90 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| West Branch Capital LLC | History | No change | 64 | 4 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 61 | 3 | 0.0% | 0.0% | 319 | -21 | -25.61% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 42 | 2 | 0.0% | — | 320 | +37 | 740.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Compass Financial Services Inc | History | No change | 36 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 21 | 1 | 0.0% | 0.0% | 323 | -95 | -81.9% | Q4 2025 | Feb 09, 2026 |
| Bernard Wealth Management Corp. | History | No change | 25 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -47,907 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -30,655 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -22,503 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,687 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -5,937 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,311 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,663 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,199 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UHLMANN PRICE SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,878 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Sound View Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,699 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Signature Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,329 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,996 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -775 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 15, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Oct 09, 2025 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 07, 2025 |
| POM Investment Strategies, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |