FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FXH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 56 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 | Added to | 1,004,142 | 114,292 | 0.01% | 0.01% | 1 | +11,576 | 1.17% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 309,111 | 35,183 | 0.0% | 0.0% | 2 | -3,470 | -1.11% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 299,816 | 34,125 | 0.01% | 0.01% | 3 | +47,348 | 18.75% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 291,709 | 33,202 | 0.01% | 0.01% | 4 | -1,599 | -0.55% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 288,537 | 32,841 | 0.01% | 0.01% | 5 | +5,066 | 1.79% | Q4 2025 | Feb 13, 2026 |
| Rockport Wealth LLC | History | Reduced | 151,750 | 17,272 | 3.36% | 3.39% | 6 | -48 | -0.03% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 122,169 | 13,905 | 0.0% | 0.0% | 7 | -8,183 | -6.28% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 117,256 | 13,346 | 0.0% | 0.0% | 8 | -7,241 | -5.82% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 79,130 | 9,006 | 0.01% | 0.01% | 9 | -3,323 | -4.03% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 75,787 | 8,626 | 0.0% | 0.0% | 10 | -5,688 | -6.98% | Q4 2025 | Feb 17, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 72,715 | 8,276 | 1.21% | — | 11 | +72,715 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 69,726 | 7,936 | 0.0% | 0.0% | 12 | +29,501 | 73.34% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 69,351 | 7,893 | 0.01% | 0.01% | 13 | +10,191 | 17.23% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 68,297 | 7,774 | 0.02% | 0.02% | 14 | -883 | -1.28% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 65,395 | 7,443 | 0.0% | — | 15 | +65,395 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,045 | 7,290 | 0.02% | 0.01% | 16 | +19,310 | 43.17% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 58,819 | 6,694 | 0.09% | 0.13% | 17 | -1,351 | -2.25% | Q4 2025 | Feb 06, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 56,505 | 6,431 | 0.1% | 0.1% | 18 | -1,811 | -3.11% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53,132 | 6,049 | 0.01% | 0.01% | 19 | +1,716 | 3.34% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,923 | 4,771 | 0.01% | 0.0% | 20 | +9,041 | 27.5% | Q4 2025 | Feb 06, 2026 |
| Paller Financial Services Inc | History | New | 38,256 | 4,354 | 3.49% | — | 21 | +38,256 | New | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 33,428 | 3,804 | 0.01% | 0.01% | 22 | -349 | -1.03% | Q4 2025 | Feb 13, 2026 |
| SFI Advisors, LLC | History | Reduced | 32,367 | 3,684 | 2.36% | 2.3% | 23 | -592 | -1.8% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 28,951 | 3,295 | 0.03% | 0.03% | 24 | +2,258 | 8.46% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 27,534 | 3,133 | 0.01% | 0.02% | 25 | -3,979 | -12.63% | Q4 2025 | Feb 17, 2026 |
| Holistic Financial Partners | History | Reduced | 25,192 | 2,867 | 1.04% | 1.48% | 26 | -7,864 | -23.79% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 35,207 | 2,723 | 0.0% | 0.0% | 27 | +11,150 | 46.35% | Q4 2025 | Mar 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 22,500 | 2,560 | 0.0% | — | 28 | +22,500 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 21,820 | 2,483 | 0.0% | 0.0% | 29 | +1,430 | 7.01% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 20,797 | 2,367 | 0.11% | 0.13% | 30 | +1,840 | 9.71% | Q4 2025 | Jan 28, 2026 |
| Financial Advisory Corp | History | Reduced | 20,193 | 2,298 | 0.33% | 0.33% | 31 | -97 | -0.48% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,555 | 2,225 | 0.0% | 0.0% | 32 | +1,201 | 6.54% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 19,213 | 2,186 | 0.0% | 0.0% | 33 | -154 | -0.8% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 19,180 | 2,183 | 0.01% | 0.01% | 34 | -503 | -2.56% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 17,392 | 1,979 | 0.02% | 0.03% | 35 | -480 | -2.69% | Q4 2025 | Jan 23, 2026 |
| Security Financial Services, INC. | History | No change | 15,079 | 1,716 | 0.27% | 0.27% | 36 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 14,417 | 1,640 | 0.07% | 0.08% | 37 | +174 | 1.22% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 13,970 | 1,590 | 0.0% | 0.0% | 38 | +13,851 | 11639.5% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,655 | 1,554 | 0.03% | 0.01% | 39 | +6,534 | 91.76% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Reduced | 13,553 | 1,542 | 0.0% | 0.0% | 40 | -418 | -2.99% | Q4 2025 | Feb 17, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 13,456 | 1,531 | 0.43% | 0.43% | 41 | +84 | 0.63% | Q4 2025 | Feb 05, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 13,429 | 1,528 | 0.17% | 0.21% | 42 | -5,185 | -27.86% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,874 | 1,465 | 0.01% | 0.01% | 43 | -1,538 | -10.67% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 12,619 | 1,436 | 0.15% | 0.16% | 44 | -624 | -4.71% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,064 | 1,373 | 0.01% | 0.0% | 45 | +4,652 | 62.76% | Q4 2025 | Jan 29, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 11,521 | 1,311 | 0.94% | 1.0% | 46 | -862 | -6.96% | Q4 2025 | Jan 27, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 11,432 | 1,301 | 0.96% | 1.2% | 47 | -3,506 | -23.47% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,417 | 1,299 | 0.03% | 0.02% | 48 | +3,814 | 50.16% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Added to | 11,135 | 1,267 | 0.0% | 0.0% | 49 | +10,771 | 2959.07% | Q4 2025 | Jan 30, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 10,633 | 1,210 | 0.26% | 0.28% | 50 | -226 | -2.08% | Q4 2025 | Jan 30, 2026 |
| OneAscent Financial Services LLC | History | New | 10,377 | 1,181 | 0.11% | — | 52 | +10,377 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,384 | 1,181 | 0.03% | 0.03% | 51 | +1,315 | 14.5% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,367 | 1,066 | 0.0% | 0.0% | 53 | +462 | 5.19% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,300 | 1,058 | 0.0% | 0.0% | 54 | -1,047 | -10.12% | Q4 2025 | Feb 17, 2026 |
| Apollon Financial, LLC | History | Reduced | 9,293 | 1,057 | 0.15% | 0.17% | 55 | -260 | -2.72% | Q4 2025 | Jan 22, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,243 | 1,052 | 0.08% | 0.08% | 56 | -177 | -1.88% | Q4 2025 | Jan 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 8,299 | 944 | 0.01% | 0.01% | 57 | +1 | 0.01% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,177 | 930 | 0.01% | 0.01% | 58 | +229 | 2.88% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,058 | 917 | 0.02% | 0.02% | 59 | -235 | -2.83% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,020 | 912 | 0.0% | 0.0% | 60 | -756 | -8.61% | Q4 2025 | Mar 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 7,960 | 906 | 0.11% | 0.11% | 61 | -100 | -1.24% | Q4 2025 | Jan 07, 2026 |
| CX Institutional | History | Reduced | 7,941 | 904 | 0.03% | 0.04% | 62 | -4,267 | -34.95% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 7,853 | 893 | 0.01% | 0.01% | 63 | +3,773 | 92.48% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,400 | 842 | 0.0% | 0.0% | 64 | -857 | -10.38% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 7,175 | 816 | 0.01% | 0.01% | 65 | -172 | -2.34% | Q4 2025 | Feb 02, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,177 | 816 | 0.05% | 0.05% | 66 | +8 | 0.11% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,000 | 796 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,940 | 789 | 0.11% | — | 68 | +6,940 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 6,873 | 782 | 0.0% | 0.0% | 69 | +157 | 2.34% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | No change | 6,740 | 767 | 0.0% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,724 | 765 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,680 | 760 | 0.0% | 0.0% | 72 | -368 | -5.22% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,551 | 745 | 0.0% | 0.0% | 73 | +1,455 | 28.55% | Q4 2025 | Feb 17, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 6,426 | 731 | 0.51% | 0.56% | 74 | -305 | -4.53% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,197 | 705 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 6,180 | 703 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,147 | 699 | 0.0% | 0.0% | 77 | -390 | -5.97% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,057 | 697 | 0.05% | 0.05% | 78 | -233 | -3.7% | Q4 2025 | Jan 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 5,959 | 678 | 0.24% | — | 79 | +5,959 | New | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,944 | 676 | 0.01% | 0.01% | 80 | +461 | 8.41% | Q4 2025 | Feb 13, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 5,915 | 673 | 0.1% | 0.1% | 81 | -214 | -3.49% | Q4 2025 | Feb 12, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 5,769 | 656 | 0.24% | 0.26% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 5,697 | 648 | 0.28% | 0.28% | 83 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 5,583 | 635 | 0.02% | 0.02% | 84 | -556 | -9.06% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,558 | 632 | 0.05% | 0.05% | 85 | +5 | 0.09% | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 5,422 | 617 | 0.01% | 0.01% | 86 | -50 | -0.91% | Q4 2025 | Jan 28, 2026 |
| EVOKE WEALTH, LLC | History | New | 5,378 | 612 | 0.01% | — | 87 | +5,378 | New | Q4 2025 | Feb 06, 2026 |
| Worthington Financial Partners, LLC | History | New | 5,195 | 591 | 0.52% | — | 88 | +5,195 | New | Q4 2025 | Mar 05, 2026 |
| AE Wealth Management LLC | History | Added to | 5,149 | 586 | 0.0% | 0.0% | 89 | +4,618 | 869.68% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,073 | 577 | 0.0% | — | 90 | +5,073 | New | Q4 2025 | Feb 18, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,942 | 562 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 4,930 | 561 | 0.15% | 0.16% | 92 | -529 | -9.69% | Q4 2025 | Feb 06, 2026 |
| Centerpoint Advisory Group | History | Reduced | 4,813 | 547 | 0.42% | 0.44% | 93 | -350 | -6.78% | Q4 2025 | Feb 03, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 4,792 | 545 | 0.03% | 0.02% | 94 | +152 | 3.28% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,728 | 538 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,666 | 531 | 0.02% | 0.04% | 96 | +707 | 17.86% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,624 | 526 | 0.0% | 0.0% | 97 | -53 | -1.13% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,592 | 522 | 0.02% | 0.03% | 98 | -27 | -0.58% | Q4 2025 | Feb 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 4,551 | 518 | 0.27% | 0.27% | 99 | -200 | -4.21% | Q4 2025 | Feb 10, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 4,415 | 502 | 0.11% | — | 100 | +4,415 | New | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | No change | 4,383 | 498 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 4,383 | 498 | 0.31% | 0.33% | 102 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Risk Paradigm Group, LLC | History | New | 4,325 | 492 | 0.47% | — | 103 | +4,325 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,311 | 490 | 0.01% | 0.01% | 104 | +1 | 0.02% | Q4 2025 | Jan 16, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 4,300 | 489 | 0.33% | 0.34% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 4,249 | 483 | 0.0% | 0.0% | 106 | -241 | -5.37% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 4,205 | 478 | 0.02% | 0.02% | 107 | -57 | -1.34% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,126 | 469 | 0.01% | 0.01% | 108 | -1,145 | -21.72% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,999 | 455 | 0.01% | 0.01% | 109 | +602 | 17.72% | Q4 2025 | Feb 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 4,005 | 455 | 0.03% | 0.03% | 110 | +5 | 0.13% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,988 | 453 | 0.01% | 0.01% | 111 | -86 | -2.11% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,888 | 442 | 0.03% | 0.03% | 112 | +228 | 6.23% | Q4 2025 | Feb 03, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 3,783 | 429 | 0.19% | 0.2% | 113 | -126 | -3.22% | Q4 2025 | Feb 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,746 | 426 | 0.17% | 0.15% | 114 | +229 | 6.51% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Added to | 3,741 | 425 | 0.0% | 0.0% | 115 | +538 | 16.8% | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,705 | 421 | 0.06% | 0.06% | 116 | -84 | -2.22% | Q4 2025 | Feb 11, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 3,468 | 399 | 0.04% | 0.03% | 117 | +1,143 | 49.16% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,356 | 398 | 0.0% | 0.0% | 118 | +650 | 24.02% | Q4 2025 | Jan 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 3,480 | 396 | 0.19% | 0.19% | 119 | -50 | -1.42% | Q4 2025 | Feb 05, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,242 | 370 | 0.04% | 0.04% | 120 | -39 | -1.19% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,186 | 362 | 0.0% | 0.0% | 121 | -63 | -1.94% | Q4 2025 | Jan 29, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 3,174 | 361 | 0.31% | 0.29% | 122 | +352 | 12.47% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 3,129 | 356 | 0.0% | 0.0% | 123 | -16 | -0.51% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 2,966 | 338 | 0.0% | — | 124 | +2,966 | New | Q4 2025 | Jan 05, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 2,960 | 336 | 0.09% | 0.09% | 125 | +4 | 0.14% | Q4 2025 | Jan 27, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 2,942 | 334 | 0.17% | 0.17% | 126 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Americana Partners, LLC | History | No change | 2,918 | 332 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vivaldi Capital Management LP | History | Added to | 2,854 | 324 | 0.04% | 0.04% | 128 | +279 | 10.83% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 2,838 | 323 | 0.05% | 0.06% | 129 | -14 | -0.49% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 2,791 | 317 | 0.04% | 0.04% | 130 | -139 | -4.74% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,773 | 315 | 0.18% | — | 132 | +2,773 | New | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,770 | 315 | 0.02% | 0.02% | 131 | -195 | -6.58% | Q4 2025 | Feb 03, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 2,740 | 311 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,727 | 310 | 0.0% | 0.0% | 134 | +775 | 39.7% | Q4 2025 | Feb 17, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 2,675 | 304 | 0.19% | 0.2% | 135 | -170 | -5.98% | Q4 2025 | Jan 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 2,546 | 289 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 2,484 | 283 | 0.0% | 0.0% | 137 | +1 | 0.04% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,438 | 278 | 0.01% | 0.01% | 138 | +561 | 29.89% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 2,365 | 269 | 0.01% | 0.01% | 139 | -778 | -24.75% | Q4 2025 | Feb 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,312 | 263 | 0.03% | — | 140 | +2,312 | New | Q4 2025 | Feb 04, 2026 |
| Balboa Wealth Partners | History | New | 2,218 | 252 | 0.04% | — | 141 | +2,218 | New | Q4 2025 | Jan 16, 2026 |
| REAP Financial Group, LLC | History | Added to | 2,132 | 242 | 0.05% | 0.04% | 142 | +496 | 30.32% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,010 | 228 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 2,000 | 227 | 0.0% | 0.0% | 144 | -188 | -8.59% | Q4 2025 | Jan 29, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,000 | 227 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 1,976 | 224 | 0.0% | — | 146 | +1,976 | New | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | No change | 1,938 | 220 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MTM Investment Management, LLC | History | Reduced | 1,922 | 218 | 0.07% | 0.07% | 148 | -201 | -9.47% | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 1,862 | 211 | 0.01% | 0.02% | 149 | -1,618 | -46.49% | Q4 2025 | Feb 17, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 1,858 | 211 | 0.15% | 0.15% | 150 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,849 | 210 | 0.01% | 0.01% | 151 | -173 | -8.56% | Q4 2025 | Feb 04, 2026 |
| Brookstone Capital Management | History | New | 1,787 | 203 | 0.0% | — | 152 | +1,787 | New | Q4 2025 | Jan 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 1,772 | 201 | 0.02% | — | 154 | +1,772 | New | Q4 2025 | Feb 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 1,770 | 201 | 0.01% | — | 153 | +1,770 | New | Q4 2025 | Feb 17, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,648 | 187 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,573 | 179 | 0.01% | 0.0% | 156 | +998 | 173.57% | Q4 2025 | Jan 05, 2026 |
| ORG Partners LLC | History | No change | 1,438 | 163 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Register Financial Advisors LLC | History | Reduced | 1,356 | 154 | 0.06% | 0.06% | 158 | -50 | -3.56% | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,178 | 136 | 0.01% | 0.0% | 159 | +987 | 516.75% | Q4 2025 | Jan 21, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,196 | 136 | 0.02% | 0.02% | 160 | -86 | -6.71% | Q4 2025 | Feb 04, 2026 |
| RMG Wealth Management LLC | History | Added to | 760 | 132 | 0.02% | 0.01% | 161 | +83 | 12.26% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,141 | 129 | 0.0% | 0.01% | 162 | -151 | -11.69% | Q4 2025 | Jan 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,125 | 128 | 0.0% | 0.0% | 163 | -440 | -28.12% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,098 | 124 | 0.0% | — | 164 | +1,098 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,084 | 123 | 0.01% | — | 165 | +1,084 | New | Q4 2025 | Jan 21, 2026 |
| ATWOOD & PALMER INC | History | No change | 950 | 108 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tidemark, LLC | History | No change | 952 | 108 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 944 | 107 | 0.01% | 0.01% | 168 | -6 | -0.63% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | No change | 935 | 106 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | Added to | 867 | 98 | 0.01% | 0.01% | 170 | +137 | 18.77% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 854 | 98 | 0.0% | 0.01% | 171 | +8 | 0.95% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 839 | 95 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 807 | 91 | 0.02% | 0.02% | 173 | +1 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 798 | 90 | 0.01% | 0.01% | 174 | +1 | 0.13% | Q4 2025 | Feb 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 776 | 88 | 0.0% | 0.0% | 175 | -284 | -26.79% | Q4 2025 | Feb 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 728 | 82 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 694 | 78 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 616 | 70 | 0.04% | 0.03% | 178 | -26 | -4.05% | Q4 2025 | Feb 18, 2026 |
| Addison Advisors LLC | History | No change | 547 | 62 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 526 | 60 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 498 | 56 | 0.0% | 0.0% | 181 | +458 | 1145.0% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | No change | 445 | 51 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Added to | 404 | 45 | 0.0% | 0.0% | 183 | +1 | 0.25% | Q4 2025 | Jan 16, 2026 |
| Crews Bank & Trust | History | No change | 353 | 40 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Creative Capital Management Investments LLC | History | No change | 349 | 39 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCF Advisors LLC | History | No change | 326 | 37 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 320 | 36 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| BlackRock, Inc. | History | No change | 320 | 36 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 305 | 34 | 0.0% | 0.0% | 189 | +3 | 0.99% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 306 | 34 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 255 | 29 | 0.0% | 0.0% | 191 | -425 | -62.5% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Reduced | 254 | 28 | 0.01% | 0.01% | 192 | -47 | -15.61% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 223 | 25 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 216 | 24 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 210 | 23 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | New | 200 | 22 | 0.0% | — | 196 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 200 | 22 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 185 | 21 | 0.0% | — | 198 | +185 | New | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | No change | 176 | 20 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 175 | 19 | 0.0% | 0.0% | 201 | -100 | -36.36% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 175 | 19 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 165 | 18 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Strategies CORP | History | New | 150 | 17 | 0.01% | — | 204 | +150 | New | Q4 2025 | Jan 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 154 | 17 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fortitude Family Office, LLC | History | New | 140 | 15 | 0.0% | — | 205 | +140 | New | Q4 2025 | Jan 15, 2026 |
| Laurel Wealth Advisors LLC | History | New | 130 | 14 | 0.0% | — | 207 | +130 | New | Q4 2025 | Jan 30, 2026 |
| HM PAYSON & CO | History | No change | 125 | 14 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 121 | 13 | 0.0% | — | 208 | +121 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 115 | 13 | 0.0% | — | 209 | +115 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 107 | 12 | 0.0% | 0.0% | 210 | -26 | -19.55% | Q4 2025 | Jan 20, 2026 |
| CITIGROUP INC | History | Reduced | 90 | 10 | 0.0% | 0.0% | 211 | -1,857 | -95.38% | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | New | 85 | 9 | 0.0% | — | 212 | +85 | New | Q4 2025 | Jan 28, 2026 |
| Park Square Financial Group, LLC | History | No change | 92 | 9 | 0.05% | 0.04% | 213 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | New | 75 | 8 | 0.0% | — | 214 | +75 | New | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 60 | 6 | 0.0% | — | 216 | +60 | New | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 57 | 6 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CENTRAL TRUST Co | History | New | 51 | 5 | 0.0% | — | 218 | +51 | New | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 51 | 5 | 0.0% | 0.0% | 221 | -9 | -15.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 50 | 5 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Salomon & Ludwin, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 31 | 3 | 0.0% | — | 225 | +31 | New | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 29 | 3 | 0.0% | — | 227 | +29 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WealthShield Partners, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Luminist Capital LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 26 | 2 | 0.0% | — | 228 | +26 | New | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 14 | 1 | 0.0% | — | 233 | +14 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,438 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,690 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,652 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,990 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,851 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -503 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q3 2025 | Oct 28, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allspring Global Investments Holdings, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |