FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FXO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 51 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | Reduced | 12,683,088 | 765,424 | 0.56% | 0.58% | 1 | -546,732 | -4.13% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,422,487 | 146,197 | 0.03% | 0.03% | 2 | -33,511 | -1.36% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,115,411 | 127,665 | 0.01% | 0.01% | 3 | -413,176 | -16.34% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,195,119 | 72,125 | 0.02% | 0.02% | 4 | -96,378 | -7.46% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,011,027 | 61,015 | 0.02% | 0.02% | 5 | -126,339 | -11.11% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 508,721 | 30,701 | 0.0% | 0.0% | 6 | +13,915 | 2.81% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 474,724 | 28,649 | 0.0% | 0.0% | 7 | -3,051 | -0.64% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 380,114 | 22,945 | 0.01% | 0.0% | 8 | +56,319 | 17.39% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 366,047 | 22,090 | 1.91% | 1.86% | 9 | +17,325 | 4.97% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 333,008 | 20,097 | 0.28% | 0.3% | 10 | -15,069 | -4.33% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 329,474 | 19,883 | 0.07% | 0.1% | 11 | -46,371 | -12.34% | Q4 2025 | Feb 18, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 294,887 | 17,796 | 0.5% | 0.39% | 12 | +189,857 | 180.76% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 252,730 | 15,253 | 0.0% | — | 13 | +252,730 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 243,334 | 14,684 | 0.01% | 0.02% | 14 | -44,301 | -15.4% | Q4 2025 | Feb 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 242,392 | 14,628 | 1.29% | 1.46% | 15 | -120,225 | -33.15% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 222,261 | 13,413 | 0.02% | 0.02% | 16 | +3,404 | 1.56% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 194,378 | 11,730 | 0.07% | 0.1% | 17 | -62,094 | -24.21% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 182,261 | 11,009 | 0.02% | 0.02% | 18 | -16,955 | -8.51% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 176,733 | 10,666 | 0.02% | 0.03% | 19 | -2,765 | -1.54% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 171,233 | 10,336 | 0.11% | 0.13% | 20 | -19,125 | -10.05% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Added to | 166,865 | 10,070 | 0.15% | 0.15% | 21 | +2,314 | 1.41% | Q4 2025 | Feb 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 155,359 | 9,375 | 1.38% | — | 22 | +155,359 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 152,943 | 9,230 | 0.0% | 0.0% | 23 | -14,019 | -8.4% | Q4 2025 | Feb 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 134,057 | 8,090 | 0.26% | 0.27% | 24 | +1,297 | 0.98% | Q4 2025 | Jan 12, 2026 |
| TradeWell Securities, LLC. | History | Added to | 133,513 | 8,057 | 3.14% | 2.94% | 25 | +14,428 | 12.12% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 124,937 | 7,539 | 0.15% | 0.18% | 26 | -6,687 | -5.08% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 117,717 | 7,104 | 0.01% | 0.01% | 27 | -16,274 | -12.15% | Q4 2025 | Feb 17, 2026 |
| SFI Advisors, LLC | History | Reduced | 114,026 | 6,881 | 4.41% | 4.39% | 28 | -2,114 | -1.82% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 112,413 | 6,784 | 0.02% | 0.02% | 29 | -14,690 | -11.56% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 98,773 | 5,960 | 0.01% | 0.01% | 30 | -15,132 | -13.28% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 93,793 | 5,660 | 0.01% | 0.01% | 31 | -205 | -0.22% | Q4 2025 | Mar 16, 2026 |
| Monument Capital Management | History | Added to | 92,440 | 5,578 | 1.39% | 1.32% | 32 | +3,801 | 4.29% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Reduced | 92,156 | 5,561 | 0.09% | 0.12% | 33 | -4,418 | -4.57% | Q4 2025 | Mar 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 91,120 | 5,499 | 0.01% | 0.01% | 34 | -6,398 | -6.56% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 79,977 | 4,826 | 0.01% | 0.01% | 35 | +4,021 | 5.29% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 74,051 | 4,468 | 0.0% | 0.0% | 36 | +53,504 | 260.4% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 69,178 | 4,174 | 0.0% | 0.0% | 37 | -842 | -1.2% | Q4 2025 | Feb 06, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 62,361 | 3,763 | 0.54% | 0.57% | 38 | -328 | -0.52% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 61,800 | 3,729 | 0.01% | 0.01% | 39 | -42,700 | -40.86% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 56,889 | 3,433 | 0.01% | 0.01% | 40 | -9,026 | -13.69% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 56,657 | 3,419 | 0.01% | 0.02% | 41 | -513 | -0.9% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,071 | 3,202 | 0.02% | 0.01% | 42 | +2,000 | 3.92% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | New | 51,809 | 3,126 | 0.06% | — | 43 | +51,809 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 51,518 | 3,109 | 0.04% | 0.2% | 44 | -128,870 | -71.44% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 50,563 | 3,051 | 0.14% | 0.12% | 45 | +12,703 | 33.55% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 50,441 | 3,044 | 0.0% | 0.0% | 46 | +441 | 0.88% | Q4 2025 | Mar 25, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 44,605 | 2,691 | 0.12% | 0.11% | 47 | +3,055 | 7.35% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 44,541 | 2,690 | 0.04% | 0.05% | 48 | +49 | 0.11% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | New | 40,843 | 2,464 | 0.02% | — | 49 | +40,843 | New | Q4 2025 | Feb 17, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 40,331 | 2,433 | 0.96% | 1.04% | 50 | -258 | -0.64% | Q4 2025 | Feb 05, 2026 |
| Choice Wealth Advisors, LLC | History | Reduced | 40,097 | 2,419 | 0.96% | 1.02% | 51 | -44 | -0.11% | Q4 2025 | Jan 08, 2026 |
| Paller Financial Services Inc | History | New | 39,668 | 2,393 | 1.92% | — | 52 | +39,668 | New | Q4 2025 | Jan 15, 2026 |
| Sigma Planning Corp | History | Reduced | 39,213 | 2,366 | 0.07% | 0.07% | 53 | -974 | -2.42% | Q4 2025 | Jan 30, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 38,653 | 2,332 | 0.6% | 0.61% | 54 | -730 | -1.85% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,641 | 2,271 | 0.0% | 0.0% | 55 | +5,348 | 16.56% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 37,346 | 2,253 | 0.19% | 0.19% | 56 | -1,446 | -3.73% | Q4 2025 | Feb 13, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 35,994 | 2,172 | 0.87% | 0.86% | 57 | +2,650 | 7.95% | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 34,004 | 2,052 | 0.02% | — | 58 | +34,004 | New | Q4 2025 | Jan 29, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 33,651 | 2,030 | 0.99% | 0.99% | 59 | -82 | -0.24% | Q4 2025 | Feb 19, 2026 |
| Peak Planning Group, LLC | History | New | 33,421 | 2,016 | 0.57% | — | 60 | +33,421 | New | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 32,298 | 1,949 | 0.43% | 0.44% | 61 | -1,010 | -3.03% | Q4 2025 | Feb 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 31,310 | 1,889 | 0.91% | 0.9% | 62 | -115 | -0.37% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 31,219 | 1,884 | 0.03% | 0.03% | 63 | -94 | -0.3% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 30,987 | 1,870 | 0.05% | 0.04% | 64 | +625 | 2.06% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 29,743 | 1,794 | 0.08% | 0.08% | 65 | -1,584 | -5.06% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,045 | 1,752 | 0.0% | — | 66 | +29,045 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 28,880 | 1,742 | 0.0% | — | 67 | +28,880 | New | Q4 2025 | Feb 18, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 28,515 | 1,720 | 0.09% | 0.1% | 68 | -822 | -2.8% | Q4 2025 | Jan 07, 2026 |
| Crumly & Associates Inc. | History | Reduced | 26,683 | 1,610 | 0.34% | 0.35% | 69 | -611 | -2.24% | Q4 2025 | Jan 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 26,559 | 1,602 | 0.11% | 0.12% | 70 | +558 | 2.15% | Q4 2025 | Feb 03, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 25,718 | 1,552 | 1.15% | 1.12% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 25,591 | 1,544 | 0.52% | 0.62% | 72 | -4,824 | -15.86% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 25,316 | 1,527 | 0.32% | 0.35% | 73 | +149 | 0.59% | Q4 2025 | Jan 30, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 24,302 | 1,466 | 0.16% | 0.17% | 74 | -4,263 | -14.92% | Q4 2025 | Feb 03, 2026 |
| Davis Investment Partners, LLC | History | Added to | 24,055 | 1,460 | 0.51% | 0.47% | 75 | +820 | 3.53% | Q4 2025 | Jan 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,945 | 1,445 | 0.03% | 0.04% | 76 | -162 | -0.67% | Q4 2025 | Feb 06, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 23,172 | 1,398 | 0.08% | 0.09% | 77 | -395 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | Reduced | 22,844 | 1,378 | 0.13% | 0.14% | 78 | -1,473 | -6.06% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 22,585 | 1,363 | 0.01% | 0.02% | 79 | -484 | -2.1% | Q4 2025 | Jan 23, 2026 |
| HFG Advisors, Inc. | History | Added to | 21,460 | 1,295 | 0.94% | 0.93% | 80 | +128 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Ballew Advisors, Inc | History | Reduced | 21,196 | 1,279 | 0.72% | 0.71% | 81 | -531 | -2.44% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 21,055 | 1,270 | 0.01% | 0.01% | 82 | -2,891 | -12.07% | Q4 2025 | Jan 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 19,155 | 1,156 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 18,942 | 1,143 | 0.33% | 0.33% | 84 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wagner Wealth Management, Corp | History | New | 18,771 | 1,132 | 1.12% | — | 85 | +18,771 | New | Q4 2025 | Feb 12, 2026 |
| Montis Financial, LLC | History | Added to | 18,619 | 1,123 | 0.22% | 0.25% | 86 | +29 | 0.16% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,329 | 1,045 | 0.05% | 0.04% | 87 | +10,288 | 146.12% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 17,133 | 1,034 | 0.01% | 0.01% | 88 | -371 | -2.12% | Q4 2025 | Jan 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 17,101 | 1,032 | 0.07% | 0.07% | 89 | -1,363 | -7.38% | Q4 2025 | Feb 03, 2026 |
| Apeiron RIA LLC | History | Reduced | 16,696 | 1,023 | 0.21% | 0.24% | 90 | -1,540 | -8.44% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,636 | 1,003 | 0.02% | 0.02% | 91 | -1,426 | -7.9% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 14,902 | 899 | 0.0% | 0.0% | 92 | -676 | -4.34% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 14,759 | 890 | 0.0% | 0.0% | 93 | -61 | -0.41% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,920 | 840 | 0.01% | 0.01% | 94 | -1,456 | -9.47% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,924 | 840 | 0.02% | 0.02% | 95 | +11 | 0.08% | Q4 2025 | Jan 28, 2026 |
| Tudor Financial Inc. | History | Added to | 13,757 | 830 | 0.42% | 0.43% | 96 | +263 | 1.95% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 13,471 | 812 | 0.03% | — | 97 | +13,471 | New | Q4 2025 | Jan 09, 2026 |
| Creative Planning | History | Reduced | 12,532 | 756 | 0.0% | 0.0% | 98 | -38 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | Added to | 12,517 | 755 | 0.25% | 0.25% | 99 | +163 | 1.32% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,314 | 743 | 0.0% | 0.0% | 100 | -11,001 | -47.18% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,324 | 743 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 11,884 | 717 | 0.13% | 0.15% | 102 | -690 | -5.49% | Q4 2025 | Feb 17, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 11,602 | 700 | 0.55% | — | 104 | +11,602 | New | Q4 2025 | Feb 09, 2026 |
| KKM Financial LLC | History | Reduced | 11,604 | 700 | 0.12% | 0.24% | 103 | -1,497 | -11.43% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 11,523 | 695 | 0.0% | 0.0% | 105 | -181 | -1.55% | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 11,324 | 683 | 0.18% | 0.15% | 106 | +1,678 | 17.4% | Q4 2025 | Jan 07, 2026 |
| HF Advisory Group, LLC | History | Reduced | 11,280 | 680 | 0.24% | 0.25% | 107 | -261 | -2.26% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,929 | 659 | 0.05% | 0.05% | 108 | +427 | 4.07% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | Added to | 10,890 | 657 | 0.02% | 0.02% | 109 | +890 | 8.9% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 10,536 | 635 | 0.02% | 0.06% | 110 | -3,820 | -26.61% | Q4 2025 | Feb 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,475 | 632 | 0.01% | 0.01% | 111 | +61 | 0.59% | Q4 2025 | Feb 12, 2026 |
| Englebert Financial Advisers, LLC | History | New | 10,389 | 626 | 0.72% | — | 112 | +10,389 | New | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 9,980 | 602 | 0.0% | 0.0% | 113 | -411 | -3.96% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,709 | 591 | 0.04% | 0.04% | 114 | +118 | 1.23% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 9,741 | 587 | 0.01% | 0.01% | 115 | -8 | -0.08% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,598 | 579 | 0.01% | 0.01% | 116 | +4 | 0.04% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 9,567 | 577 | 0.0% | 0.0% | 117 | -96 | -0.99% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,487 | 572 | 0.01% | 0.01% | 118 | -4,552 | -32.42% | Q4 2025 | Feb 13, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 8,531 | 514 | 0.11% | 0.16% | 119 | -3,420 | -28.62% | Q4 2025 | Feb 13, 2026 |
| Risk Paradigm Group, LLC | History | New | 8,324 | 502 | 0.48% | — | 121 | +8,324 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 8,321 | 502 | 0.01% | 0.01% | 120 | -4,994 | -37.51% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,302 | 501 | 0.0% | 0.0% | 122 | -422 | -4.84% | Q4 2025 | Feb 06, 2026 |
| Southland Equity Partners LLC | History | Reduced | 8,258 | 498 | 0.1% | 0.14% | 123 | -3,275 | -28.4% | Q4 2025 | Jan 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,120 | 490 | 0.02% | 0.02% | 124 | +267 | 3.4% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 7,609 | 459 | 0.02% | 0.02% | 125 | +7 | 0.09% | Q4 2025 | Jan 12, 2026 |
| Leelyn Smith, LLC | History | Added to | 7,547 | 455 | 0.07% | 0.06% | 126 | +419 | 5.88% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,386 | 445 | 0.0% | 0.0% | 127 | +19 | 0.26% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 7,173 | 432 | 0.05% | 0.06% | 129 | -400 | -5.28% | Q4 2025 | Feb 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 7,168 | 432 | 0.01% | 0.01% | 128 | -63 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 7,150 | 431 | 0.07% | 0.08% | 130 | -689 | -8.79% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | No change | 6,890 | 415 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,443 | 400 | 0.0% | 0.0% | 132 | -70 | -1.07% | Q4 2025 | Jan 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,454 | 389 | 0.0% | 0.0% | 133 | -2,084 | -24.41% | Q4 2025 | Jan 05, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 6,443 | 388 | 0.03% | 0.03% | 134 | -35 | -0.54% | Q4 2025 | Feb 09, 2026 |
| Register Financial Advisors LLC | History | Added to | 6,424 | 387 | 0.15% | 0.14% | 135 | +326 | 5.35% | Q4 2025 | Jan 21, 2026 |
| PFG Advisors | History | Reduced | 6,346 | 382 | 0.02% | 0.02% | 136 | -688 | -9.78% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,313 | 380 | 0.0% | 0.0% | 137 | +1,108 | 21.29% | Q4 2025 | Feb 17, 2026 |
| FWG Holdings, LLC | History | No change | 6,573 | 373 | 0.14% | 0.16% | 138 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,042 | 364 | 0.01% | 0.01% | 139 | -340 | -5.33% | Q4 2025 | Feb 13, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 5,793 | 349 | 0.05% | — | 140 | +5,793 | New | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,677 | 342 | 0.0% | 0.0% | 141 | +1,083 | 23.57% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Added to | 5,606 | 338 | 0.05% | 0.04% | 142 | +407 | 7.83% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 5,548 | 335 | 0.01% | 0.02% | 143 | -7,591 | -57.77% | Q4 2025 | Feb 02, 2026 |
| Sargent Investment Group, LLC | History | New | 5,500 | 331 | 0.04% | — | 144 | +5,500 | New | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 5,200 | 313 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,063 | 305 | 0.0% | 0.0% | 146 | +28 | 0.56% | Q4 2025 | Jan 21, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 5,001 | 301 | 0.22% | 0.22% | 147 | -9 | -0.18% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 4,911 | 296 | 0.01% | 0.01% | 148 | -1 | -0.02% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,829 | 291 | 0.0% | 0.01% | 149 | -410 | -7.83% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,831 | 291 | 0.01% | 0.01% | 150 | +59 | 1.24% | Q4 2025 | Feb 03, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 4,780 | 288 | 0.17% | 0.15% | 151 | +403 | 9.21% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,718 | 284 | 0.19% | 0.2% | 152 | +16 | 0.34% | Q4 2025 | Jan 14, 2026 |
| Petix & Botte Co | History | No change | 4,672 | 281 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Balboa Wealth Partners | History | Reduced | 4,631 | 279 | 0.05% | 0.06% | 154 | -1,527 | -24.8% | Q4 2025 | Jan 16, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 4,571 | 275 | 0.12% | 0.45% | 155 | -21,085 | -82.18% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,466 | 269 | 0.01% | 0.01% | 156 | -679 | -13.2% | Q4 2025 | Jan 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,353 | 262 | 0.01% | 0.01% | 157 | +20 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Purus Wealth Management, LLC | History | No change | 4,275 | 257 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,208 | 253 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 4,159 | 250 | 0.0% | 0.0% | 160 | -151 | -3.5% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,097 | 247 | 0.09% | 0.12% | 161 | +3,025 | 282.18% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,088 | 246 | 0.0% | — | 162 | +4,088 | New | Q4 2025 | Feb 17, 2026 |
| Bellwether Advisors, LLC | History | No change | 4,065 | 245 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 3,976 | 242 | 0.01% | — | 164 | +3,976 | New | Q4 2025 | Jan 21, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 3,894 | 237 | 0.02% | 0.02% | 165 | +97 | 2.55% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 3,924 | 236 | 0.0% | — | 166 | +3,924 | New | Q4 2025 | Feb 05, 2026 |
| Centerpoint Advisory Group | History | No change | 3,920 | 236 | 0.18% | 0.18% | 167 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MTM Investment Management, LLC | History | No change | 3,811 | 229 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,785 | 228 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,750 | 226 | 0.01% | — | 170 | +3,750 | New | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,700 | 223 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,672 | 223 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,622 | 218 | 0.0% | 0.05% | 173 | -62,995 | -94.56% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,624 | 218 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 3,496 | 211 | 0.04% | 0.04% | 175 | -414 | -10.59% | Q4 2025 | Feb 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 3,428 | 206 | 0.05% | 0.05% | 176 | +9 | 0.26% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,412 | 205 | 0.0% | — | 177 | +3,412 | New | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,383 | 204 | 0.01% | — | 178 | +3,383 | New | Q4 2025 | Jan 28, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 3,389 | 204 | 0.05% | 0.06% | 179 | +13 | 0.39% | Q4 2025 | Jan 27, 2026 |
| Index Technologies Group LLC | History | New | 3,338 | 201 | 0.21% | — | 180 | +3,338 | New | Q4 2025 | Feb 12, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 3,046 | 183 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,700 | 162 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 2,316 | 139 | 0.01% | 0.01% | 183 | -1,684 | -42.1% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 2,299 | 138 | 0.0% | 0.0% | 184 | +537 | 30.48% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 2,272 | 137 | 0.0% | 0.0% | 185 | +247 | 12.2% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,908 | 115 | 0.0% | 0.0% | 186 | +108 | 6.0% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,837 | 110 | 0.01% | 0.01% | 187 | +35 | 1.94% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,820 | 109 | 0.0% | 0.0% | 188 | +11 | 0.61% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 1,733 | 104 | 0.0% | — | 189 | +1,733 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,665 | 100 | 0.0% | 0.0% | 190 | +1 | 0.06% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,645 | 99 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,534 | 92 | 0.03% | 0.04% | 192 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,379 | 83 | 0.0% | — | 193 | +1,379 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Added to | 1,328 | 80 | 0.0% | 0.0% | 194 | +143 | 12.07% | Q4 2025 | Jan 30, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,234 | 74 | 0.02% | 0.02% | 195 | -381 | -23.59% | Q4 2025 | Feb 10, 2026 |
| Addison Advisors LLC | History | No change | 1,180 | 71 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,156 | 69 | 0.04% | — | 197 | +1,156 | New | Q4 2025 | Feb 11, 2026 |
| Hurley Capital, LLC | History | No change | 1,017 | 61 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 1,000 | 60 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 898 | 54 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 800 | 48 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 746 | 45 | 0.0% | 0.0% | 202 | +679 | 1013.43% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 716 | 43 | 0.0% | 0.0% | 203 | +3 | 0.42% | Q4 2025 | Feb 20, 2026 |
| Arax Advisory Partners | History | New | 696 | 42 | 0.0% | — | 204 | +696 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 702 | 42 | 0.0% | 0.0% | 205 | -50 | -6.65% | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 631 | 38 | 0.03% | — | 206 | +631 | New | Q4 2025 | Feb 10, 2026 |
| ALERUS FINANCIAL NA | History | No change | 628 | 37 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 604 | 36 | 0.0% | — | 208 | +604 | New | Q4 2025 | Feb 02, 2026 |
| Tidemark, LLC | History | Added to | 581 | 35 | 0.01% | 0.01% | 209 | +2 | 0.35% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 565 | 34 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 552 | 33 | 0.0% | 0.0% | 211 | +78 | 16.46% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 529 | 31 | 0.0% | — | 212 | +529 | New | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 500 | 30 | 0.02% | — | 213 | +500 | New | Q4 2025 | Feb 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 429 | 26 | 0.0% | — | 214 | +429 | New | Q4 2025 | Jan 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 420 | 25 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MCF Advisors LLC | History | No change | 400 | 24 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 330 | 19 | 0.0% | 0.01% | 217 | -1,420 | -81.14% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 18 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aventura Private Wealth, LLC | History | No change | 304 | 18 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Monetary Solutions, Ltd | History | New | 250 | 15 | 0.01% | — | 220 | +250 | New | Q4 2025 | Feb 23, 2026 |
| Luminist Capital LLC | History | No change | 244 | 14 | 0.02% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 168 | 10 | 0.01% | 0.09% | 222 | -14,929 | -98.89% | Q4 2025 | Feb 06, 2026 |
| Bank & Trust Co | History | No change | 181 | 10 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TSFG, LLC | History | Added to | 127 | 8 | 0.0% | 0.0% | 224 | +1 | 0.79% | Q4 2025 | Feb 04, 2026 |
| Benson Wealth Management INC | History | New | 127 | 7 | 0.01% | — | 226 | +127 | New | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | No change | 116 | 7 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 105 | 6 | 0.0% | 0.0% | 228 | -105 | -50.0% | Q4 2025 | Feb 18, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 100 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 88 | 5 | 0.0% | 0.02% | 229 | -1,663 | -94.97% | Q4 2025 | Feb 12, 2026 |
| RMG Wealth Management LLC | History | New | 50 | 5 | 0.0% | — | 230 | +50 | New | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 98 | 5 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 71 | 4 | 0.0% | — | 232 | +71 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 82 | 4 | 0.0% | 0.0% | 234 | -3 | -3.53% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | No change | 77 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 53 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Park Square Financial Group, LLC | History | No change | 64 | 3 | 0.02% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Caldwell Trust Co | History | No change | 50 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | New | 42 | 2 | 0.0% | — | 239 | +42 | New | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO | History | No change | 35 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Darwin Wealth Management, LLC | History | New | 22 | 1 | 0.0% | — | 240 | +22 | New | Q4 2025 | Jan 22, 2026 |
| Spire Wealth Management | History | No change | 23 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,684 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,725 | -100.0% | Q3 2025 | Oct 23, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -4,594 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,074 | -100.0% | Q3 2025 | Nov 04, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,913 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,807 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -961 | -100.0% | Q3 2025 | Feb 18, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -697 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Eukles Asset Management | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 27, 2025 |