FIRST TRUST EXCHANGE-TRADED FUND VI - FV
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.
Full rows mode is enabled.
Back to fast mode.
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 | 5,593,064 | 338,030 | 0.02% | 0.02% | 1 | -82,185 | -1.45% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,223,326 | 194,809 | 0.04% | 0.04% | 2 | -465,821 | -12.63% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 3,100,853 | 187,407 | 0.05% | 0.07% | 3 | -1,054,775 | -25.38% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,847,399 | 111,652 | 0.16% | 0.2% | 4 | -481,591 | -20.68% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,782,456 | 107,727 | 0.03% | 0.04% | 5 | -302,353 | -14.5% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,253,978 | 75,787 | 0.01% | 0.01% | 6 | -23,779 | -1.86% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,180,641 | 71,354 | 0.01% | 0.01% | 7 | -80,570 | -6.39% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 757,619 | 45,789 | 0.01% | 0.01% | 8 | -74,676 | -8.97% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 720,873 | 43,577 | 0.06% | 0.07% | 9 | -50,252 | -6.52% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 631,578 | 38,175 | 0.61% | 0.73% | 10 | -76,414 | -10.79% | Q1 2026 | Apr 14, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 609,498 | 36,836 | 6.92% | 7.82% | 11 | +295,995 | 94.42% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 562,364 | 33,987 | 0.37% | 0.41% | 12 | -3,495 | -0.62% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 549,888 | 33,233 | 0.12% | 0.21% | 13 | -379,808 | -40.85% | Q1 2026 | Jun 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 521,319 | 31,507 | 0.08% | 0.09% | 14 | -44,177 | -7.81% | Q1 2026 | Apr 30, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 468,254 | 28,300 | 15.39% | 16.24% | 15 | -1,914 | -0.41% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 422,656 | 25,544 | 0.02% | 0.02% | 16 | -17,851 | -4.05% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 415,510 | 25,112 | 0.04% | 0.05% | 17 | +15,046 | 3.76% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 403,640 | 24,394 | 0.03% | 0.03% | 18 | +3,749 | 0.94% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 398,503 | 24,084 | 0.15% | 0.16% | 19 | -8,975 | -2.2% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 389,192 | 23,521 | 0.01% | 0.01% | 20 | +72,185 | 22.77% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 346,335 | 20,931 | 0.1% | 0.08% | 21 | +64,429 | 22.85% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 343,182 | 20,741 | 0.03% | 0.04% | 22 | -76,447 | -18.22% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 305,385 | 18,459 | 0.18% | 0.1% | 23 | +163,331 | 114.98% | Q1 2026 | May 12, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 247,584 | 14,963 | 3.27% | 5.4% | 24 | -154,150 | -38.37% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 243,531 | 14,719 | 0.34% | 0.39% | 25 | -6,738 | -2.69% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 241,542 | 14,598 | 0.07% | 0.08% | 26 | -2,381 | -0.98% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 239,257 | 14,460 | 0.04% | 0.05% | 27 | -27,811 | -10.41% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 230,000 | 13,900 | 0.15% | — | 28 | +230,000 | New | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 214,630 | 12,971 | 0.51% | 0.75% | 29 | +106,877 | 99.19% | Q1 2026 | May 15, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 203,280 | 12,285 | 6.11% | 6.73% | 30 | +7,829 | 4.01% | Q1 2026 | May 14, 2026 |
| Strid Group, LLC | History | Reduced | 198,099 | 11,972 | 1.48% | 1.76% | 31 | -26,535 | -11.81% | Q1 2026 | Apr 29, 2026 |
| Concentrum Wealth Management | History | Added to | 174,859 | 10,568 | 3.12% | 3.06% | 32 | +751 | 0.43% | Q1 2026 | May 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 173,870 | 10,508 | 0.61% | 0.64% | 33 | +4,441 | 2.62% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 161,001 | 9,819 | 0.02% | 0.01% | 34 | +69,429 | 75.82% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 154,719 | 9,350 | 0.01% | 0.01% | 35 | +5,054 | 3.38% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 152,481 | 9,215 | 0.1% | 0.11% | 36 | -2,078 | -1.34% | Q1 2026 | Apr 28, 2026 |
| HFG Advisors, Inc. | History | Added to | 143,684 | 8,683 | 6.11% | 6.54% | 37 | +206 | 0.14% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 139,511 | 8,431 | 0.2% | 0.2% | 38 | -3,166 | -2.22% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 136,665 | 8,259 | 0.01% | 0.01% | 39 | -3,671 | -2.62% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 133,501 | 8,068 | 0.19% | 0.21% | 40 | -3,122 | -2.29% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 126,928 | 7,671 | 0.15% | 0.16% | 41 | -979 | -0.77% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 123,925 | 7,489 | 0.06% | 0.12% | 42 | -34,504 | -21.78% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 126,028 | 7,388 | 0.0% | 0.0% | 43 | +60,569 | 92.53% | Q1 2026 | May 13, 2026 |
| Fusion Capital, LLC | History | Added to | 120,426 | 7,278 | 1.96% | 2.06% | 44 | +4,229 | 3.64% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | Added to | 107,748 | 6,512 | 1.19% | 1.22% | 45 | +297 | 0.28% | Q1 2026 | Apr 30, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 103,563 | 6,259 | 0.95% | 0.97% | 46 | -5,031 | -4.63% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Added to | 101,409 | 6,128 | 0.13% | 0.14% | 47 | +1,164 | 1.16% | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Reduced | 101,222 | 6,117 | 0.0% | 0.0% | 48 | -3,799 | -3.62% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 98,725 | 5,966 | 0.07% | 0.08% | 49 | -1,906 | -1.89% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 91,921 | 5,783 | 1.02% | 1.02% | 50 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 89,101 | 5,309 | 0.0% | 0.0% | 51 | +3,697 | 4.33% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,664 | 5,298 | 0.02% | 0.02% | 52 | +9,943 | 12.79% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 87,093 | 5,263 | 0.01% | 0.01% | 53 | -9,805 | -10.12% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 86,943 | 5,254 | 0.24% | 0.38% | 54 | -41,517 | -32.32% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 81,924 | 4,951 | 0.01% | 0.01% | 55 | -514 | -0.62% | Q1 2026 | May 04, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 80,737 | 4,879 | 0.28% | 0.33% | 56 | -11,262 | -12.24% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 74,904 | 4,712 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 74,919 | 4,527 | 0.01% | — | 58 | +74,919 | New | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Reduced | 72,359 | 4,373 | 0.03% | 0.04% | 59 | -8 | -0.01% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 70,317 | 4,249 | 0.03% | 0.03% | 60 | +19,915 | 39.51% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 66,360 | 4,010 | 0.0% | 0.0% | 61 | +23,235 | 53.88% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 64,806 | 3,916 | 0.0% | 0.0% | 62 | -1,663 | -2.5% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 64,069 | 3,872 | 0.02% | 0.02% | 63 | -938 | -1.44% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 63,647 | 3,850 | 0.0% | 0.0% | 64 | +25,846 | 68.37% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 61,763 | 3,790 | 0.41% | — | 65 | +61,763 | New | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 59,184 | 3,723 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 60,972 | 3,684 | 0.0% | 0.0% | 67 | +47,979 | 369.27% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | No change | 60,956 | 3,684 | 0.13% | 0.13% | 68 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Claro Advisors Inc. | History | Reduced | 60,862 | 3,678 | 0.44% | 0.52% | 69 | -267 | -0.44% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 59,427 | 3,622 | 0.03% | 0.05% | 70 | -21,863 | -26.9% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Reduced | 59,800 | 3,614 | 0.02% | 0.03% | 71 | -18,288 | -23.42% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 58,624 | 3,543 | 0.0% | 0.0% | 72 | +714 | 1.23% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 58,496 | 3,535 | 0.11% | 0.12% | 73 | -2,527 | -4.14% | Q1 2026 | May 11, 2026 |
| TradeWell Securities, LLC. | History | Reduced | 56,423 | 3,481 | 1.47% | 1.5% | 74 | -4,403 | -7.24% | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 57,176 | 3,455 | 0.06% | 0.07% | 75 | -7,839 | -12.06% | Q1 2026 | Apr 22, 2026 |
| Stablepoint Partners, LLC | History | Added to | 56,190 | 3,395 | 0.5% | 0.52% | 76 | +2,861 | 5.36% | Q1 2026 | Apr 30, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 52,818 | 3,192 | 2.27% | 2.37% | 77 | +248 | 0.47% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 45,418 | 3,160 | 0.08% | 0.12% | 78 | +615 | 1.37% | Q1 2026 | May 14, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 51,084 | 3,087 | 2.27% | 2.38% | 79 | -528 | -1.02% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 50,927 | 3,077 | 0.07% | 0.07% | 80 | -996 | -1.92% | Q1 2026 | May 01, 2026 |
| Petix & Botte Co | History | Added to | 50,250 | 3,036 | 0.68% | 0.63% | 81 | +6,270 | 14.26% | Q1 2026 | Apr 30, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 48,256 | 2,916 | 2.24% | 2.27% | 82 | -563 | -1.15% | Q1 2026 | Apr 20, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 44,949 | 2,716 | 1.3% | 1.42% | 83 | -15 | -0.03% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 41,968 | 2,640 | 0.02% | 0.02% | 84 | -2,226 | -5.04% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | No change | 43,109 | 2,605 | 0.2% | 0.21% | 85 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 43,074 | 2,603 | 0.04% | 0.04% | 86 | -887 | -2.02% | Q1 2026 | Apr 08, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 40,425 | 2,443 | 0.94% | 0.93% | 87 | +785 | 1.98% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 39,773 | 2,403 | 0.05% | 0.06% | 88 | -2,480 | -5.87% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 39,688 | 2,398 | 0.11% | 0.05% | 89 | +23,509 | 145.31% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 37,950 | 2,293 | 0.04% | 0.05% | 90 | -4,903 | -11.44% | Q1 2026 | May 18, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 37,256 | 2,251 | 0.25% | 0.25% | 91 | -683 | -1.8% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 36,311 | 2,194 | 0.06% | 0.06% | 92 | -121 | -0.33% | Q1 2026 | May 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 35,736 | 2,159 | 1.52% | 1.64% | 93 | -879 | -2.4% | Q1 2026 | Apr 17, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 34,427 | 2,080 | 0.36% | — | 94 | +34,427 | New | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 34,248 | 2,069 | 0.03% | 0.03% | 95 | -3,779 | -9.94% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 33,310 | 2,013 | 0.0% | 0.0% | 96 | +2,291 | 7.39% | Q1 2026 | May 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 32,448 | 1,961 | 0.32% | 0.35% | 97 | -193 | -0.59% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 32,150 | 1,943 | 0.0% | 0.0% | 98 | -3,262 | -9.21% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 31,478 | 1,902 | 0.05% | 0.05% | 99 | -1,058 | -3.25% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 31,296 | 1,891 | 0.06% | 0.06% | 100 | -48 | -0.15% | Q1 2026 | Apr 21, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 31,269 | 1,889 | 0.35% | 0.4% | 101 | -444 | -1.4% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Reduced | 31,244 | 1,888 | 0.05% | 0.05% | 102 | -106 | -0.34% | Q1 2026 | May 04, 2026 |
| SMITH, MOORE & CO. | History | Added to | 29,561 | 1,786 | 0.13% | 0.14% | 103 | +1,072 | 3.76% | Q1 2026 | May 05, 2026 |
| Colonial River Investments, LLC | History | Added to | 29,335 | 1,772 | 0.63% | 0.62% | 104 | +1,532 | 5.51% | Q1 2026 | Apr 27, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 28,043 | 1,695 | 0.37% | 0.38% | 105 | +544 | 1.98% | Q1 2026 | May 13, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 27,755 | 1,677 | 2.87% | 2.1% | 106 | -10,062 | -26.61% | Q1 2026 | Apr 22, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 25,452 | 1,538 | 0.6% | 0.61% | 107 | +557 | 2.24% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 25,400 | 1,535 | 0.02% | 0.02% | 108 | -177 | -0.69% | Q1 2026 | May 05, 2026 |
| Accel Wealth Management | History | Reduced | 25,390 | 1,534 | 0.4% | 0.49% | 109 | -3,376 | -11.74% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,641 | 1,489 | 0.02% | 0.02% | 110 | -114 | -0.46% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,424 | 1,355 | 0.01% | 0.01% | 111 | +507 | 2.31% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 22,056 | 1,333 | 0.02% | 0.03% | 112 | -2,151 | -8.89% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 22,044 | 1,332 | 0.05% | 0.05% | 113 | -225 | -1.01% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 22,034 | 1,331 | 0.0% | 0.0% | 114 | +3,686 | 20.09% | Q1 2026 | May 15, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Reduced | 21,718 | 1,312 | 0.99% | 1.07% | 115 | -239 | -1.09% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 21,652 | 1,308 | 0.03% | 0.04% | 116 | -69 | -0.32% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 21,048 | 1,272 | 0.02% | 0.03% | 117 | -5,554 | -20.88% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 21,019 | 1,270 | 0.05% | 0.06% | 118 | -313 | -1.47% | Q1 2026 | May 19, 2026 |
| Argent Trust Co | History | Reduced | 20,880 | 1,261 | 0.04% | 0.05% | 119 | -800 | -3.69% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 20,159 | 1,218 | 0.08% | 0.08% | 120 | +20,033 | 15899.21% | Q1 2026 | Apr 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 19,763 | 1,194 | 0.06% | 0.07% | 121 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ballew Advisors, Inc | History | Reduced | 18,575 | 1,170 | 0.66% | 0.7% | 122 | -63 | -0.34% | Q1 2026 | Apr 10, 2026 |
| Kiker Wealth Management, LLC | History | New | 19,236 | 1,162 | 0.55% | — | 123 | +19,236 | New | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 18,856 | 1,139 | 0.01% | 0.01% | 124 | -1,223 | -6.09% | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 18,821 | 1,137 | 0.04% | — | 125 | +18,821 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 18,640 | 1,127 | 0.06% | 0.06% | 126 | -341 | -1.8% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 18,376 | 1,110 | 0.02% | 0.02% | 127 | -238 | -1.28% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 18,147 | 1,096 | 0.04% | 0.04% | 128 | -983 | -5.14% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 17,798 | 1,075 | 0.0% | 0.0% | 129 | +620 | 3.61% | Q1 2026 | May 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 17,672 | 1,068 | 0.25% | 0.26% | 130 | -133 | -0.75% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 17,501 | 1,057 | 0.1% | 0.08% | 131 | -3,850 | -18.03% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,375 | 1,050 | 0.0% | 0.0% | 132 | +8,081 | 86.95% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 16,444 | 993 | 0.01% | 0.01% | 133 | -324 | -1.93% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 16,055 | 970 | 0.06% | 0.06% | 134 | -297 | -1.82% | Q1 2026 | Apr 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 16,029 | 968 | 0.01% | 0.01% | 135 | +369 | 2.36% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 15,757 | 952 | 0.01% | 0.01% | 136 | -447 | -2.76% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 15,622 | 944 | 0.14% | 0.14% | 137 | +328 | 2.14% | Q1 2026 | Apr 21, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 15,579 | 941 | 0.62% | 0.66% | 138 | -206 | -1.31% | Q1 2026 | May 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 14,868 | 898 | 0.28% | 0.3% | 139 | +214 | 1.46% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 14,810 | 895 | 0.06% | — | 140 | +14,810 | New | Q1 2026 | May 07, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 14,803 | 894 | 0.26% | 0.28% | 141 | +13 | 0.09% | Q1 2026 | Apr 24, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 14,765 | 892 | 0.36% | 0.29% | 142 | +3,202 | 27.69% | Q1 2026 | Apr 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 14,720 | 889 | 0.01% | — | 143 | +14,720 | New | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 14,720 | 889 | 0.06% | — | 144 | +14,720 | New | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,672 | 886 | 0.07% | 0.08% | 145 | +46 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 14,656 | 885 | 0.02% | 0.03% | 146 | -387 | -2.57% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 14,381 | 869 | 0.05% | 0.05% | 147 | +68 | 0.48% | Q1 2026 | May 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 14,253 | 861 | 0.15% | 0.17% | 148 | -877 | -5.8% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | Added to | 14,174 | 856 | 0.0% | 0.0% | 149 | +7,389 | 108.9% | Q1 2026 | May 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 13,896 | 839 | 0.33% | 0.36% | 150 | -73 | -0.52% | Q1 2026 | Apr 21, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 13,868 | 838 | 0.16% | 0.13% | 151 | -5 | -0.04% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 13,595 | 821 | 0.02% | 0.02% | 152 | +7 | 0.05% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,493 | 815 | 0.0% | 0.0% | 153 | -2,124 | -13.6% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 13,331 | 805 | 0.0% | 0.0% | 154 | +806 | 6.44% | Q1 2026 | May 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 13,102 | 791 | 0.43% | 0.43% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 12,919 | 780 | 0.05% | 0.06% | 156 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 12,677 | 766 | 0.69% | 1.87% | 157 | -17,457 | -57.93% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 12,303 | 743 | 0.04% | 0.06% | 158 | -6,322 | -33.94% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 12,171 | 735 | 0.04% | 0.04% | 159 | -400 | -3.18% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,972 | 723 | 0.0% | 0.0% | 160 | -5,323 | -30.78% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,927 | 720 | 0.05% | 0.04% | 161 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,731 | 709 | 0.04% | 0.09% | 162 | -10,253 | -46.64% | Q1 2026 | Apr 13, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 11,634 | 703 | 0.55% | 0.59% | 163 | +2 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,624 | 702 | 0.05% | 0.05% | 164 | -687 | -5.58% | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 11,570 | 699 | 0.0% | 0.01% | 165 | -10,078 | -46.55% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 11,320 | 684 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 11,197 | 676 | 0.22% | 0.23% | 167 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Warner Group LLC | History | No change | 11,035 | 666 | 0.43% | 0.43% | 168 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 10,792 | 652 | 0.03% | — | 169 | +10,792 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 10,758 | 650 | 0.0% | 0.0% | 170 | +2,967 | 38.08% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,639 | 643 | 0.05% | 0.07% | 171 | -3,647 | -25.53% | Q1 2026 | Apr 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 10,641 | 643 | 0.02% | 0.02% | 172 | +717 | 7.22% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,503 | 634 | 0.03% | 0.03% | 173 | +4 | 0.04% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 10,405 | 628 | 0.04% | 0.04% | 174 | -50 | -0.48% | Q1 2026 | Apr 27, 2026 |
| Tudor Financial Inc. | History | Added to | 10,262 | 620 | 0.32% | 0.32% | 175 | +196 | 1.95% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 10,130 | 612 | 0.02% | 0.02% | 176 | -6 | -0.06% | Q1 2026 | May 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 10,029 | 606 | 0.25% | 0.16% | 177 | +4,235 | 73.09% | Q1 2026 | May 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 9,956 | 601 | 0.01% | 0.01% | 178 | -737 | -6.89% | Q1 2026 | May 13, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 9,635 | 582 | 0.57% | 0.64% | 180 | -800 | -7.67% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 9,643 | 582 | 0.01% | 0.01% | 179 | -10 | -0.1% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 9,585 | 579 | 0.0% | 0.0% | 181 | -505 | -5.0% | Q1 2026 | May 11, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 9,343 | 564 | 0.05% | — | 182 | +9,343 | New | Q1 2026 | May 06, 2026 |
| HCR Wealth Advisors | History | Added to | 9,045 | 546 | 0.06% | 0.06% | 183 | +205 | 2.32% | Q1 2026 | Apr 21, 2026 |
| MGB Wealth Management, LLC | History | No change | 8,592 | 540 | 0.15% | 0.15% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 8,800 | 531 | 0.01% | 0.01% | 185 | -400 | -4.35% | Q1 2026 | May 01, 2026 |
| IFS Group,LLC | History | New | 8,705 | 526 | 0.47% | — | 187 | +8,705 | New | Q1 2026 | May 18, 2026 |
| Spire Wealth Management | History | Added to | 8,705 | 526 | 0.02% | 0.02% | 186 | +233 | 2.75% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,687 | 525 | 0.02% | 0.03% | 188 | -533 | -5.78% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,841 | 521 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 8,101 | 509 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 8,322 | 502 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 7,970 | 481 | 0.06% | 0.07% | 192 | -500 | -5.9% | Q1 2026 | May 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 7,968 | 481 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,882 | 476 | 0.0% | 0.0% | 194 | -4,738 | -37.54% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,804 | 471 | 0.0% | 0.0% | 195 | -13,293 | -63.01% | Q1 2026 | May 12, 2026 |
| NWF Advisory Services Inc. | History | Added to | 7,634 | 461 | 0.05% | 0.04% | 196 | +1,541 | 25.29% | Q1 2026 | May 04, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 7,513 | 454 | 0.1% | 0.11% | 197 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SNS Financial Group, LLC | History | Reduced | 7,494 | 452 | 0.04% | 0.04% | 198 | -773 | -9.35% | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | No change | 7,423 | 448 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,307 | 441 | 0.01% | 0.01% | 200 | +2 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 7,183 | 434 | 0.15% | 0.13% | 201 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 6,980 | 421 | 0.08% | 0.08% | 202 | +624 | 9.82% | Q1 2026 | May 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 6,169 | 372 | 0.07% | 0.1% | 203 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Carr Financial Group Corp | History | Added to | 6,122 | 370 | 0.1% | 0.1% | 205 | +83 | 1.37% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,701 | 370 | 0.01% | 0.01% | 204 | +5 | 0.09% | Q1 2026 | May 04, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 5,800 | 350 | 0.02% | 0.02% | 206 | -650 | -10.08% | Q1 2026 | May 07, 2026 |
| NOVEM GROUP | History | Reduced | 5,753 | 347 | 0.04% | 0.04% | 207 | -71 | -1.22% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Reduced | 2,981 | 346 | 0.0% | 0.0% | 208 | -2,943 | -49.68% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 5,700 | 344 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 5,689 | 343 | 0.04% | 0.16% | 210 | -12,819 | -69.26% | Q1 2026 | May 15, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 5,599 | 338 | 0.06% | 0.07% | 211 | +5 | 0.09% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,535 | 337 | 0.02% | 0.04% | 212 | -3,361 | -37.78% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,557 | 335 | 0.01% | — | 213 | +5,557 | New | Q1 2026 | Apr 08, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,249 | 319 | 0.02% | 0.02% | 214 | -340 | -6.08% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,285 | 319 | 0.0% | 0.01% | 215 | -326 | -5.81% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,152 | 311 | 0.0% | 0.0% | 216 | +1,701 | 49.29% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 5,049 | 305 | 0.17% | 0.19% | 217 | -34 | -0.67% | Q1 2026 | Apr 20, 2026 |
| Tradewinds, LLC. | History | New | 4,536 | 302 | 0.1% | — | 219 | +4,536 | New | Q1 2026 | May 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 5,000 | 302 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 4,886 | 295 | 0.09% | 0.09% | 220 | -7 | -0.14% | Q1 2026 | Apr 20, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 4,840 | 292 | 0.17% | 0.19% | 221 | +503 | 11.6% | Q1 2026 | May 06, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 4,814 | 290 | 0.26% | 0.25% | 222 | -975 | -16.84% | Q1 2026 | May 04, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,533 | 290 | 0.12% | 0.13% | 224 | -75 | -1.63% | Q1 2026 | Apr 15, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 4,801 | 290 | 0.22% | 0.22% | 223 | -3 | -0.06% | Q1 2026 | May 08, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 4,476 | 281 | 0.04% | 0.04% | 225 | -119 | -2.59% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,288 | 259 | 0.0% | — | 226 | +4,288 | New | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | New | 4,283 | 258 | 0.01% | — | 227 | +4,283 | New | Q1 2026 | Apr 29, 2026 |
| Moors & Cabot, Inc. | History | Added to | 4,132 | 249 | 0.01% | 0.01% | 228 | +148 | 3.71% | Q1 2026 | May 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 4,049 | 244 | 0.02% | 0.03% | 229 | +2 | 0.05% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Reduced | 4,029 | 243 | 0.02% | 0.02% | 230 | -23 | -0.57% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 3,997 | 241 | 0.0% | 0.0% | 231 | +3 | 0.08% | Q1 2026 | Apr 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,980 | 240 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,403 | 234 | 0.0% | 0.01% | 233 | -89 | -2.55% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 3,825 | 232 | 0.0% | — | 234 | +3,825 | New | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,762 | 227 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 3,750 | 226 | 0.17% | 0.17% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Added to | 3,723 | 225 | 0.01% | 0.0% | 237 | +500 | 15.51% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,648 | 220 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 3,366 | 218 | 0.01% | 0.01% | 239 | -108 | -3.11% | Q1 2026 | Apr 24, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 3,574 | 216 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 3,560 | 215 | 0.01% | 0.05% | 241 | -13,381 | -78.99% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,525 | 213 | 0.05% | — | 243 | +3,525 | New | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 3,525 | 213 | 0.0% | — | 244 | +3,525 | New | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,531 | 213 | 0.0% | 0.0% | 242 | +57 | 1.64% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | No change | 3,500 | 211 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Peak Planning Group, LLC | History | Added to | 3,477 | 210 | 0.06% | 0.06% | 246 | +2 | 0.06% | Q1 2026 | Apr 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,448 | 208 | 0.01% | 0.01% | 247 | -997 | -22.43% | Q1 2026 | Apr 14, 2026 |
| Register Financial Advisors LLC | History | No change | 3,173 | 191 | 0.07% | 0.08% | 248 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,000 | 181 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,950 | 178 | 0.0% | 0.0% | 250 | +300 | 11.32% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | No change | 2,841 | 171 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,704 | 163 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,247 | 135 | 0.01% | — | 253 | +2,247 | New | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,027 | 127 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,115 | 127 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,927 | 116 | 0.01% | 0.01% | 256 | -184 | -8.72% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | No change | 1,895 | 114 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,698 | 102 | 0.01% | 0.01% | 258 | -19 | -1.11% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,637 | 98 | 0.0% | 0.0% | 259 | +1,616 | 7695.24% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,576 | 95 | 0.02% | 0.02% | 260 | +2 | 0.13% | Q1 2026 | Apr 24, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,557 | 94 | 0.01% | 0.01% | 261 | +2 | 0.13% | Q1 2026 | May 01, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 1,531 | 92 | 0.02% | 0.02% | 262 | +2 | 0.13% | Q1 2026 | Apr 30, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,442 | 87 | 0.02% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MTM Investment Management, LLC | History | No change | 1,405 | 84 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,400 | 84 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 1,375 | 83 | 0.06% | — | 266 | +1,375 | New | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,331 | 80 | 0.07% | 0.07% | 267 | -2 | -0.15% | Q1 2026 | May 06, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,293 | 78 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,275 | 77 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,232 | 74 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Realta Investment Advisors | History | No change | 1,176 | 71 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,161 | 70 | 0.0% | 0.01% | 272 | -1,031 | -47.03% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,084 | 65 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 965 | 64 | 0.0% | — | 274 | +965 | New | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 958 | 57 | 0.0% | 0.0% | 275 | +760 | 383.84% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 921 | 55 | 0.0% | 0.0% | 276 | +506 | 121.93% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 900 | 54 | 0.02% | 0.04% | 278 | -1,112 | -55.27% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | No change | 907 | 54 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 858 | 51 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 838 | 50 | 0.0% | — | 280 | +838 | New | Q1 2026 | Apr 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 825 | 49 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| TD Capital Management LLC | History | Added to | 799 | 48 | 0.0% | 0.0% | 282 | +1 | 0.13% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | Added to | 783 | 47 | 0.01% | 0.01% | 283 | +1 | 0.13% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 750 | 45 | 0.03% | 0.04% | 284 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 743 | 44 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 692 | 41 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 670 | 39 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 634 | 38 | 0.02% | 0.02% | 288 | +77 | 13.82% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 535 | 32 | 0.0% | — | 289 | +535 | New | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | Added to | 473 | 28 | 0.01% | 0.0% | 291 | +211 | 80.53% | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 475 | 28 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Crews Bank & Trust | History | No change | 452 | 27 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 24 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 405 | 24 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Red Tortoise LLC | History | No change | 401 | 24 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Decker Retirement Planning Inc. | History | No change | 407 | 24 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Operose Advisors LLC | History | No change | 389 | 23 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 378 | 23 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 375 | 22 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | No change | 367 | 22 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | New | 357 | 21 | 0.0% | — | 303 | +357 | New | Q1 2026 | Apr 20, 2026 |
| Quaker Wealth Management, LLC | History | New | 350 | 21 | 0.01% | — | 302 | +350 | New | Q1 2026 | Apr 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 353 | 21 | 0.01% | 0.01% | 301 | +130 | 58.3% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 343 | 20 | 0.0% | 0.0% | 305 | -85 | -19.86% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 341 | 20 | 0.0% | 0.0% | 304 | +33 | 10.71% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 317 | 19 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | No change | 330 | 19 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Perspectives, Inc | History | No change | 317 | 19 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 300 | 18 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 275 | 16 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EPG Wealth Management LLC | History | Reduced | 252 | 15 | 0.0% | 0.01% | 311 | -251 | -49.9% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | No change | 264 | 15 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PFS Partners, LLC | History | No change | 250 | 15 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| First Pacific Financial | History | No change | 241 | 14 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Graney & King, LLC | History | No change | 201 | 12 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SageView Advisory Group, LLC | History | No change | 178 | 11 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Reduced | 109 | 6 | 0.0% | 0.0% | 318 | -108 | -49.77% | Q1 2026 | Apr 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 107 | 6 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 90 | 5 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| MATHER GROUP, LLC. | History | New | 28 | 1 | 0.0% | — | 323 | +28 | New | Q1 2026 | Apr 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 25 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -506,018 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64,605 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -43,877 | -100.0% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -39,482 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -34,943 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -31,302 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -17,251 | -100.0% | Q1 2026 | May 01, 2026 |
| Worthington Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -11,275 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,017 | -100.0% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,789 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,330 | -100.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,965 | -100.0% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,821 | -100.0% | Q1 2026 | Apr 22, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,291 | -100.0% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -4,477 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,055 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,879 | -100.0% | Q1 2026 | May 15, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,829 | -100.0% | Q1 2026 | Apr 24, 2026 |
| 360 Financial, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,489 | -100.0% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,292 | -100.0% | Q1 2026 | May 12, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,271 | -100.0% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,260 | -100.0% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -917 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -850 | -100.0% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q1 2026 | May 14, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 10, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11 | 0 | — | 0.0% | — | -31 | -73.81% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |