FIRST TRUST EXCHANGE-TRADED FUND II - GRID
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.
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| 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 | 3,760,565 | 721,088 | 0.04% | 0.03% | 1 | +515,334 | 15.88% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 2,679,859 | 513,862 | 0.12% | 0.09% | 2 | +541,127 | 25.3% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,429,772 | 465,908 | 0.03% | 0.03% | 3 | +308,188 | 14.53% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,977,757 | 379,234 | 0.05% | 0.04% | 4 | +357,230 | 22.04% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,750,214 | 335,603 | 0.05% | 0.04% | 5 | +442,158 | 33.8% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,298,789 | 249,042 | 0.07% | 0.05% | 6 | +336,375 | 34.95% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,164,931 | 224,926 | 0.05% | 0.03% | 7 | +311,245 | 36.46% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | Added to | 809,658 | 155,251 | 0.85% | 0.05% | 8 | +755,358 | 1391.08% | Q2 2026 | Aug 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | New | 752,000 | 144,197 | 0.65% | — | 9 | +752,000 | New | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 750,476 | 143,903 | 0.13% | 0.1% | 10 | +182,419 | 32.11% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 560,280 | 107,435 | 0.02% | 0.01% | 11 | +119,162 | 27.01% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 430,096 | 82,470 | 0.02% | 0.02% | 12 | +45,609 | 11.86% | Q2 2026 | Aug 03, 2026 |
| FIL Ltd | History | Added to | 419,130 | 80,368 | 0.06% | 0.04% | 13 | +115,248 | 37.93% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 412,623 | 79,157 | 0.09% | 0.06% | 14 | +166,454 | 67.62% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 393,151 | 75,387 | 0.17% | 0.14% | 15 | +53,147 | 15.63% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 389,588 | 74,703 | 0.07% | 0.06% | 16 | +64,458 | 19.83% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 386,989 | 74,205 | 0.04% | 0.02% | 17 | +168,880 | 77.43% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 339,050 | 65,032 | 0.05% | 0.04% | 18 | +62,080 | 22.41% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 349,709 | 64,734 | 0.03% | 0.02% | 19 | +145,801 | 71.5% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 316,289 | 60,648 | 0.08% | 0.08% | 20 | -44,131 | -12.24% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 290,878 | 55,775 | 0.11% | 0.09% | 21 | +101,605 | 53.68% | Q2 2026 | Aug 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 270,550 | 51,877 | 3.71% | 3.71% | 22 | -9,602 | -3.43% | Q2 2026 | Jul 16, 2026 |
| Treasurer of the State of North Carolina | History | New | 259,526 | 49,764 | 0.13% | — | 23 | +259,526 | New | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 249,265 | 47,796 | 0.48% | 0.36% | 24 | +51,438 | 26.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 238,510 | 45,734 | 0.72% | 0.68% | 25 | +9,676 | 4.23% | Q2 2026 | Aug 07, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 234,602 | 44,984 | 0.3% | 0.38% | 26 | +23,262 | 11.01% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 225,107 | 43,164 | 0.0% | 0.0% | 27 | +113,585 | 101.85% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 216,629 | 41,538 | 0.13% | 0.1% | 28 | +56,579 | 35.35% | Q2 2026 | Jul 28, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 206,718 | 39,638 | 5.03% | 4.93% | 29 | -4,773 | -2.26% | Q2 2026 | Jul 22, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 198,000 | 37,966 | 5.0% | 4.1% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 192,399 | 36,892 | 0.01% | 0.01% | 31 | +29,814 | 18.34% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 152,861 | 28,793 | 0.0% | 0.0% | 32 | +55,110 | 56.38% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 146,059 | 28,006 | 0.04% | 0.04% | 33 | +6,033 | 4.31% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 139,438 | 26,737 | 1.32% | 1.18% | 34 | +7,360 | 5.57% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 134,553 | 25,800 | 0.41% | 0.12% | 35 | +86,937 | 182.58% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 132,622 | 25,430 | 0.05% | 0.05% | 36 | +20,553 | 18.34% | Q2 2026 | Aug 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 131,570 | 25,228 | 0.33% | 0.28% | 37 | +11,437 | 9.52% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 120,136 | 23,036 | 0.0% | — | 38 | +120,136 | New | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | Added to | 116,384 | 22,316 | 5.58% | 4.7% | 39 | +17,445 | 17.63% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 114,667 | 21,987 | 0.1% | 0.09% | 40 | -3,524 | -2.98% | Q2 2026 | Jul 27, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 111,625 | 21,488 | 0.88% | 1.2% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 109,563 | 21,008 | 0.03% | 0.02% | 42 | +9,354 | 9.33% | Q2 2026 | Jul 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 101,900 | 19,539 | 0.02% | — | 43 | +101,900 | New | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 100,495 | 19,251 | 0.01% | — | 44 | +100,495 | New | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 97,712 | 18,736 | 0.11% | 0.07% | 45 | +24,238 | 32.99% | Q2 2026 | Aug 17, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 94,818 | 18,181 | 1.67% | 1.65% | 46 | -971 | -1.01% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 94,748 | 18,167 | 0.05% | 0.03% | 47 | +47,485 | 100.47% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 94,143 | 18,051 | 1.1% | 0.02% | 48 | +92,101 | 4510.33% | Q2 2026 | Jul 13, 2026 |
| CacheTech Inc. | History | Reduced | 93,509 | 17,930 | 2.9% | 3.09% | 49 | -4,515 | -4.61% | Q2 2026 | Aug 11, 2026 |
| Adams Wealth Management | History | Reduced | 87,135 | 16,708 | 3.2% | 3.33% | 50 | -5,501 | -5.94% | Q2 2026 | Aug 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 87,050 | 16,691 | 0.01% | 0.02% | 51 | -79,058 | -47.59% | Q2 2026 | Aug 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Reduced | 86,788 | 16,641 | 0.52% | 1.29% | 52 | -130,987 | -60.15% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 85,108 | 16,319 | 0.84% | 0.75% | 53 | +5,662 | 7.13% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 84,636 | 16,228 | 0.08% | 0.06% | 54 | +16,922 | 24.99% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 83,910 | 16,089 | 0.38% | 0.35% | 55 | +2,745 | 3.38% | Q2 2026 | Aug 13, 2026 |
| 360 Financial, Inc. | History | New | 80,992 | 15,530 | 3.94% | — | 56 | +80,992 | New | Q2 2026 | Aug 11, 2026 |
| BFI Infinity Ltd. | History | Added to | 76,586 | 14,685 | 4.36% | 6.28% | 57 | +3,326 | 4.54% | Q2 2026 | Jul 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 75,474 | 14,472 | 0.14% | 0.12% | 58 | +11,525 | 18.02% | Q2 2026 | Aug 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 72,417 | 13,885 | 0.9% | 0.91% | 59 | +88 | 0.12% | Q2 2026 | Jul 08, 2026 |
| Maniro Ltd | History | Added to | 71,067 | 13,627 | 3.06% | 2.01% | 60 | +30,464 | 75.03% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | New | 70,876 | 13,590 | 1.73% | — | 61 | +70,876 | New | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 70,671 | 13,551 | 0.16% | 0.17% | 62 | +10,205 | 16.88% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 70,308 | 13,481 | 2.41% | 2.34% | 63 | +3,159 | 4.7% | Q2 2026 | Jul 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 69,831 | 13,390 | 0.02% | 0.02% | 64 | +5,071 | 7.83% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 68,169 | 13,071 | 0.02% | 0.01% | 65 | +22,590 | 49.56% | Q2 2026 | Aug 13, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | New | 68,051 | 13,048 | 4.38% | — | 66 | +68,051 | New | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | Added to | 67,171 | 12,879 | 0.02% | 0.02% | 67 | +6,574 | 10.85% | Q2 2026 | Jul 30, 2026 |
| Hobart Private Capital, LLC | History | New | 65,232 | 12,508 | 2.15% | — | 68 | +65,232 | New | Q2 2026 | Jul 06, 2026 |
| Black Swift Group, LLC | History | Added to | 65,022 | 12,467 | 1.8% | 1.85% | 69 | +310 | 0.48% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 63,610 | 12,197 | 0.07% | 0.06% | 70 | +7,155 | 12.67% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 61,307 | 11,755 | 0.04% | 0.03% | 71 | +3,101 | 5.33% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 60,455 | 11,592 | 0.05% | — | 72 | +60,455 | New | Q2 2026 | Aug 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 59,089 | 11,329 | 0.77% | 0.62% | 73 | +1,918 | 3.35% | Q2 2026 | Jul 20, 2026 |
| Crumly & Associates Inc. | History | Added to | 58,095 | 11,139 | 2.13% | 1.61% | 74 | +11,120 | 23.67% | Q2 2026 | Jul 08, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 55,589 | 10,659 | 5.96% | 5.75% | 75 | +2,937 | 5.58% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 54,576 | 10,465 | 0.07% | 0.07% | 76 | +2,126 | 4.05% | Q2 2026 | Jul 20, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 53,168 | 10,194 | 3.03% | 2.32% | 77 | +8,648 | 19.42% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 52,020 | 9,974 | 0.07% | 0.01% | 78 | +46,686 | 875.25% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 51,767 | 9,926 | 0.12% | 0.1% | 79 | +6,767 | 15.04% | Q2 2026 | Aug 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 49,996 | 9,586 | 0.18% | 0.15% | 80 | +1,601 | 3.31% | Q2 2026 | Jul 09, 2026 |
| PECAUT & CO. | History | Reduced | 49,362 | 9,465 | 2.88% | 2.65% | 81 | -600 | -1.2% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | Added to | 49,150 | 9,424 | 0.37% | 0.37% | 82 | +708 | 1.46% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 47,918 | 9,188 | 0.12% | 0.12% | 83 | +1,479 | 3.18% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 47,723 | 9,150 | 0.06% | 0.12% | 84 | +22,637 | 90.24% | Q2 2026 | Aug 10, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 47,603 | 9,127 | 1.79% | 1.71% | 85 | -757 | -1.57% | Q2 2026 | Jul 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 47,039 | 9,019 | 2.42% | 2.45% | 86 | -378 | -0.8% | Q2 2026 | Jul 09, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 46,566 | 8,898 | 0.58% | 0.63% | 87 | -8,275 | -15.09% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 46,312 | 8,889 | 0.13% | 0.05% | 88 | +28,240 | 156.26% | Q2 2026 | Jul 15, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 45,979 | 8,816 | 1.16% | — | 89 | +45,979 | New | Q2 2026 | Jul 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 44,708 | 8,572 | 0.35% | 0.24% | 90 | +13,398 | 42.79% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 44,692 | 8,569 | 0.07% | 0.07% | 91 | +5,230 | 13.25% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | Added to | 44,008 | 8,438 | 0.29% | 0.27% | 92 | +624 | 1.44% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 43,995 | 8,435 | 0.09% | 0.05% | 93 | +21,121 | 92.34% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 43,174 | 8,278 | 0.09% | 0.08% | 94 | +1,774 | 4.29% | Q2 2026 | Aug 03, 2026 |
| Rathbones Group PLC | History | Added to | 42,600 | 8,168 | 0.03% | 0.02% | 95 | +7,997 | 23.11% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 42,308 | 8,112 | 0.0% | 0.0% | 96 | -711 | -1.65% | Q2 2026 | Aug 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 41,257 | 7,911 | 0.88% | 0.41% | 97 | +20,608 | 99.8% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | Added to | 41,162 | 7,892 | 0.03% | 0.03% | 98 | +3,393 | 8.98% | Q2 2026 | Aug 14, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 40,975 | 7,856 | 1.56% | 1.44% | 99 | +2,705 | 7.07% | Q2 2026 | Jul 24, 2026 |
| KPP Advisory Services LLC | History | Added to | 40,730 | 7,809 | 0.99% | 0.83% | 100 | +5,922 | 17.01% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,400 | 7,746 | 0.0% | 0.0% | 101 | -28,094 | -41.02% | Q2 2026 | Sep 02, 2026 |
| HMS Capital Management, LLC | History | Reduced | 39,884 | 7,647 | 2.86% | 2.56% | 102 | -587 | -1.45% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 39,489 | 7,571 | 0.49% | 0.25% | 103 | +19,912 | 101.71% | Q2 2026 | Jul 27, 2026 |
| Waycross Investment Management Co | History | Added to | 39,455 | 7,565 | 5.76% | 5.41% | 104 | +4,822 | 13.92% | Q2 2026 | Jul 14, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 39,224 | 7,521 | 5.39% | 3.44% | 105 | +9,896 | 33.74% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 38,943 | 7,467 | 0.08% | 0.05% | 106 | +12,880 | 49.42% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 38,923 | 7,464 | 0.01% | 0.01% | 107 | +4,344 | 12.56% | Q2 2026 | Aug 14, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 37,976 | 7,310 | 0.9% | 1.23% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 37,812 | 7,250 | 0.66% | 0.54% | 109 | +6,418 | 20.44% | Q2 2026 | Jul 16, 2026 |
| Csenge Advisory Group | History | Added to | 37,674 | 7,223 | 0.29% | 0.1% | 110 | +23,980 | 175.11% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 36,379 | 6,975 | 0.04% | 0.04% | 111 | +2,113 | 6.17% | Q2 2026 | Aug 14, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 36,132 | 6,928 | 1.23% | 1.22% | 112 | -2,836 | -7.28% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | Added to | 35,499 | 6,840 | 0.03% | 0.02% | 113 | +8,483 | 31.4% | Q2 2026 | Aug 14, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 35,350 | 6,778 | 0.61% | 0.18% | 114 | +29,181 | 473.03% | Q2 2026 | Aug 06, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 35,150 | 6,740 | 1.97% | 1.85% | 115 | -1,926 | -5.19% | Q2 2026 | Jul 09, 2026 |
| WPG Advisers, LLC | History | Added to | 34,005 | 6,520 | 3.83% | 3.57% | 116 | +4,357 | 14.7% | Q2 2026 | Aug 05, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 33,940 | 6,508 | 1.45% | 1.5% | 117 | -2,316 | -6.39% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 33,567 | 6,436 | 1.65% | 0.63% | 118 | +19,908 | 145.75% | Q2 2026 | Aug 06, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 33,161 | 6,358 | 0.89% | 0.42% | 119 | +16,470 | 98.68% | Q2 2026 | Jul 27, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 32,422 | 6,216 | 3.78% | 3.72% | 120 | +1,541 | 4.99% | Q2 2026 | Aug 04, 2026 |
| ABLE Financial Group, LLC | History | Added to | 31,541 | 6,047 | 1.01% | 0.94% | 121 | +2,216 | 7.56% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 31,347 | 6,010 | 0.11% | 0.1% | 122 | +3,021 | 10.67% | Q2 2026 | Jul 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 31,171 | 5,977 | 0.14% | 0.25% | 123 | -22,750 | -42.19% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | Added to | 30,864 | 5,918 | 2.13% | 2.52% | 124 | +2,288 | 8.01% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 30,846 | 5,915 | 0.15% | 0.11% | 125 | +6,913 | 28.88% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,669 | 5,880 | 0.03% | 0.03% | 126 | +926 | 3.11% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 31,002 | 5,803 | 0.35% | 0.3% | 127 | +5,529 | 21.71% | Q2 2026 | Jul 22, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 29,720 | 5,698 | 3.2% | 2.86% | 128 | +2,507 | 9.21% | Q2 2026 | Jul 23, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 29,643 | 5,684 | 0.38% | 0.32% | 129 | +3,141 | 11.85% | Q2 2026 | Aug 06, 2026 |
| Eagle Strategies LLC | History | Added to | 29,445 | 5,646 | 0.56% | 0.56% | 130 | +928 | 3.25% | Q2 2026 | Jul 21, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 29,197 | 5,598 | 1.02% | 1.11% | 131 | -2,940 | -9.15% | Q2 2026 | Jul 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 28,762 | 5,515 | 0.54% | 0.41% | 132 | +5,856 | 25.57% | Q2 2026 | Jul 09, 2026 |
| Norris Financial Group, LLC | History | Added to | 28,249 | 5,416 | 2.16% | 1.22% | 133 | +5,486 | 24.1% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,953 | 5,360 | 0.03% | 0.02% | 134 | +7,913 | 39.49% | Q2 2026 | Jul 20, 2026 |
| Sigma Planning Corp | History | Added to | 27,664 | 5,304 | 0.13% | 0.1% | 135 | +4,906 | 21.56% | Q2 2026 | Aug 07, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 27,410 | 5,255 | 1.77% | 1.55% | 136 | +2,059 | 8.12% | Q2 2026 | Jul 17, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 26,858 | 5,150 | 2.42% | 0.93% | 137 | +16,072 | 149.01% | Q2 2026 | Jul 21, 2026 |
| Owen LaRue, LLC | History | Added to | 26,584 | 5,097 | 1.77% | 1.64% | 138 | +505 | 1.94% | Q2 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 25,991 | 4,985 | 0.08% | 0.04% | 139 | +10,022 | 62.76% | Q2 2026 | Jul 22, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 25,848 | 4,956 | 2.22% | 2.05% | 140 | +2,907 | 12.67% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 25,801 | 4,947 | 0.16% | 0.12% | 141 | +5,669 | 28.16% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 25,582 | 4,905 | 0.02% | 0.01% | 142 | +8,670 | 51.27% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,548 | 4,898 | 0.09% | 0.08% | 143 | +2,773 | 12.18% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 25,303 | 4,851 | 0.01% | 0.01% | 144 | -5,766 | -18.56% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 25,386 | 4,849 | 0.99% | 1.02% | 145 | -10,251 | -28.77% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | Added to | 24,847 | 4,764 | 0.14% | 0.15% | 146 | +1,963 | 8.58% | Q2 2026 | Aug 03, 2026 |
| Hamilton Wealth, LLC | History | New | 24,843 | 4,763 | 0.87% | — | 147 | +24,843 | New | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 24,816 | 4,758 | 0.08% | 0.08% | 148 | +1,662 | 7.18% | Q2 2026 | Jul 31, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 25,078 | 4,749 | 0.03% | 0.03% | 149 | +3,213 | 14.69% | Q2 2026 | Aug 10, 2026 |
| Arch Global Advisors, LLC | History | Added to | 24,504 | 4,698 | 2.08% | 2.01% | 150 | +946 | 4.02% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 24,340 | 4,667 | 0.04% | 0.04% | 151 | +1,490 | 6.52% | Q2 2026 | Jul 24, 2026 |
| Hedeker Wealth, LLC | History | Added to | 23,874 | 4,577 | 0.87% | 0.82% | 152 | +182 | 0.77% | Q2 2026 | Aug 04, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 23,869 | 4,576 | 2.65% | 1.99% | 153 | -966 | -3.89% | Q2 2026 | Aug 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,827 | 4,568 | 0.08% | 0.12% | 154 | +3,005 | 14.43% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,603 | 4,525 | 0.07% | 0.06% | 155 | +2,910 | 14.06% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 23,521 | 4,510 | 0.17% | 0.02% | 156 | +21,550 | 1093.35% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 22,676 | 4,348 | 0.11% | 0.06% | 157 | +9,611 | 73.56% | Q2 2026 | Jul 07, 2026 |
| Cumberland Partners Ltd | History | Added to | 22,596 | 4,332 | 0.28% | 0.28% | 158 | +5 | 0.02% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | Added to | 22,404 | 4,295 | 0.17% | 0.15% | 159 | +5,711 | 34.21% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | New | 22,174 | 4,251 | 0.02% | — | 160 | +22,174 | New | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 21,890 | 4,197 | 0.07% | 0.05% | 161 | +6,334 | 40.72% | Q2 2026 | Jul 15, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 25,351 | 4,146 | 1.55% | 1.55% | 162 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | Added to | 21,540 | 4,130 | 0.09% | 0.07% | 163 | +9,817 | 83.74% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 21,210 | 4,067 | 0.14% | 0.12% | 164 | +3,291 | 18.37% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,716 | 3,972 | 0.05% | 0.05% | 165 | -667 | -3.12% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 20,370 | 3,906 | 0.0% | 0.0% | 166 | +7,622 | 59.79% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 20,353 | 3,902 | 0.36% | 0.26% | 167 | +5,836 | 40.2% | Q2 2026 | Jul 22, 2026 |
| VVR Holdings LLC | History | Added to | 20,188 | 3,871 | 1.67% | 1.24% | 168 | +5,552 | 37.93% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 19,921 | 3,819 | 0.02% | 0.01% | 169 | +11,331 | 131.91% | Q2 2026 | Sep 08, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 19,425 | 3,724 | 1.5% | 1.37% | 170 | +2,785 | 16.74% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,328 | 3,706 | 0.0% | 0.0% | 171 | +18,197 | 1608.93% | Q2 2026 | Aug 12, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 19,290 | 3,698 | 0.9% | 0.67% | 172 | +5,003 | 35.02% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,069 | 3,656 | 0.16% | 0.15% | 173 | +947 | 5.23% | Q2 2026 | Jul 22, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 18,848 | 3,614 | 1.78% | 1.71% | 174 | -286 | -1.49% | Q2 2026 | Jul 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 18,262 | 3,501 | 0.09% | 0.06% | 175 | +6,440 | 54.47% | Q2 2026 | Jul 31, 2026 |
| Summit Financial, LLC | History | Added to | 17,993 | 3,450 | 0.04% | 0.02% | 176 | +6,149 | 51.92% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 17,907 | 3,433 | 0.03% | 0.02% | 177 | +6,730 | 60.21% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,800 | 3,413 | 0.01% | 0.0% | 178 | +10,420 | 141.19% | Q2 2026 | Aug 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 17,700 | 3,394 | 0.37% | 0.35% | 179 | -75 | -0.42% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Added to | 17,553 | 3,365 | 0.1% | 0.07% | 180 | +4,592 | 35.43% | Q2 2026 | Jul 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 18,142 | 3,302 | 0.19% | — | 181 | +18,142 | New | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 17,181 | 3,294 | 0.05% | 0.03% | 182 | +8,259 | 92.57% | Q2 2026 | Aug 05, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 17,172 | 3,292 | 1.02% | 0.92% | 183 | +3,794 | 28.36% | Q2 2026 | Aug 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 16,947 | 3,249 | 0.05% | 0.03% | 184 | +6,632 | 64.29% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Added to | 16,723 | 3,206 | 0.58% | 0.46% | 185 | +3,030 | 22.13% | Q2 2026 | Jul 20, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 16,651 | 3,192 | 2.49% | 2.4% | 186 | -448 | -2.62% | Q2 2026 | Aug 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 16,632 | 3,189 | 0.01% | 0.0% | 187 | +7,429 | 80.72% | Q2 2026 | Aug 13, 2026 |
| SMART Wealth LLC | History | New | 16,384 | 3,141 | 0.68% | — | 188 | +16,384 | New | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 16,000 | 3,067 | 0.12% | 0.08% | 189 | +5,049 | 46.11% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,990 | 3,066 | 0.0% | 0.0% | 190 | -5,735 | -26.4% | Q2 2026 | Sep 09, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 15,641 | 2,999 | 0.73% | 0.51% | 191 | +4,044 | 34.87% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 15,602 | 2,991 | 0.15% | 0.1% | 192 | +6,994 | 81.25% | Q2 2026 | Aug 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 15,537 | 2,979 | 0.1% | — | 194 | +15,537 | New | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 15,537 | 2,979 | 0.05% | 0.04% | 193 | +4,766 | 44.25% | Q2 2026 | Jul 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 14,830 | 2,843 | 0.34% | 0.34% | 195 | -215 | -1.43% | Q2 2026 | Jul 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 17,073 | 2,792 | 0.0% | — | 196 | +17,073 | New | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | Reduced | 14,505 | 2,783 | 1.09% | 1.13% | 197 | -157 | -1.07% | Q2 2026 | Jul 20, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 14,441 | 2,769 | 1.21% | 0.68% | 198 | +6,737 | 87.45% | Q2 2026 | Jul 21, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 14,323 | 2,746 | 2.04% | 1.89% | 199 | +143 | 1.01% | Q2 2026 | Jul 24, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 14,220 | 2,726 | 1.25% | 1.22% | 200 | -57 | -0.4% | Q2 2026 | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 14,080 | 2,699 | 0.16% | 0.14% | 201 | -8,480 | -37.59% | Q2 2026 | Aug 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 14,017 | 2,687 | 0.08% | 0.07% | 202 | +766 | 5.78% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,006 | 2,685 | 0.1% | 0.06% | 203 | +5,067 | 56.68% | Q2 2026 | Aug 10, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 13,786 | 2,643 | 0.26% | 0.16% | 204 | +4,162 | 43.25% | Q2 2026 | Aug 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | New | 13,597 | 2,607 | 0.67% | — | 205 | +13,597 | New | Q2 2026 | Jul 20, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 13,578 | 2,603 | 1.99% | 3.5% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,525 | 2,593 | 0.05% | 0.03% | 207 | +8,696 | 180.08% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,468 | 2,582 | 0.03% | 0.04% | 208 | -975 | -6.75% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Added to | 13,359 | 2,561 | 0.05% | 0.04% | 209 | +2,023 | 17.85% | Q2 2026 | Jul 20, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 17,675 | 2,528 | 1.46% | 1.37% | 210 | +296 | 1.7% | Q2 2026 | Jul 21, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 13,081 | 2,508 | 1.8% | 1.76% | 211 | +441 | 3.49% | Q2 2026 | Jul 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,986 | 2,490 | 0.12% | 0.06% | 212 | +6,407 | 97.39% | Q2 2026 | Aug 11, 2026 |
| Montis Financial, LLC | History | Reduced | 12,768 | 2,448 | 0.5% | 0.44% | 213 | -356 | -2.71% | Q2 2026 | Aug 05, 2026 |
| Wiser Advisor Group LLC | History | Added to | 12,767 | 2,447 | 2.68% | 2.51% | 214 | +49 | 0.39% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 12,579 | 2,412 | 0.12% | 0.05% | 215 | +6,477 | 106.15% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,569 | 2,409 | 0.0% | 0.0% | 216 | +3,243 | 34.77% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 14,529 | 2,376 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 12,301 | 2,358 | 0.05% | 0.04% | 218 | +1,203 | 10.84% | Q2 2026 | Aug 07, 2026 |
| Moran Wealth Management, LLC | History | Added to | 12,009 | 2,302 | 0.06% | 0.05% | 219 | +1,330 | 12.45% | Q2 2026 | Aug 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 11,871 | 2,276 | 0.2% | 0.17% | 220 | +1,880 | 18.82% | Q2 2026 | Jul 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 11,859 | 2,273 | 0.26% | 0.22% | 221 | +1,783 | 17.7% | Q2 2026 | Jul 27, 2026 |
| Biltmore Family Office, LLC | History | Added to | 11,655 | 2,234 | 0.29% | 0.24% | 222 | +1,002 | 9.41% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,865 | 2,083 | 0.0% | — | 223 | +10,865 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | Added to | 10,785 | 2,068 | 0.36% | 0.33% | 224 | +486 | 4.72% | Q2 2026 | Jul 16, 2026 |
| BOS Asset Management, LLC | History | Added to | 10,296 | 1,974 | 0.46% | 0.12% | 225 | +7,321 | 246.08% | Q2 2026 | Jul 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 10,294 | 1,973 | 0.63% | 0.58% | 226 | +696 | 7.25% | Q2 2026 | Jul 31, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,282 | 1,971 | 0.04% | 0.03% | 227 | +1,351 | 15.13% | Q2 2026 | Jul 29, 2026 |
| Alpha Financial Partners LLC | History | Added to | 10,096 | 1,936 | 1.02% | 0.9% | 228 | +788 | 8.47% | Q2 2026 | Aug 11, 2026 |
| Fire Capital Management LLC | History | Added to | 10,010 | 1,919 | 0.78% | 0.38% | 229 | +5,053 | 101.94% | Q2 2026 | Aug 03, 2026 |
| ARS Investment Partners, LLC | History | Added to | 9,969 | 1,911 | 0.08% | 0.08% | 230 | +58 | 0.59% | Q2 2026 | Jul 09, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 9,704 | 1,860 | 0.77% | 0.76% | 231 | +18 | 0.19% | Q2 2026 | Aug 14, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 9,804 | 1,846 | 1.08% | 1.03% | 232 | +336 | 3.55% | Q2 2026 | Jul 23, 2026 |
| TradeWell Securities, LLC. | History | Added to | 9,616 | 1,843 | 0.66% | 0.49% | 233 | +2,333 | 32.03% | Q2 2026 | Jul 28, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 9,588 | 1,838 | 0.47% | 0.56% | 235 | -1,432 | -12.99% | Q2 2026 | Jul 29, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 9,587 | 1,838 | 0.07% | 0.07% | 234 | +379 | 4.12% | Q2 2026 | Jul 16, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 9,503 | 1,822 | 0.11% | 0.08% | 236 | +2,385 | 33.51% | Q2 2026 | Aug 11, 2026 |
| Capital CS Group, LLC | History | New | 9,489 | 1,819 | 1.44% | — | 237 | +9,489 | New | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 9,276 | 1,778 | 0.02% | 0.02% | 238 | +464 | 5.27% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,252 | 1,774 | 0.07% | 0.05% | 239 | +2,184 | 30.9% | Q2 2026 | Jul 22, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 9,111 | 1,747 | 0.54% | 0.53% | 240 | +309 | 3.51% | Q2 2026 | Jul 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 8,994 | 1,724 | 0.71% | 0.61% | 241 | +1,437 | 19.02% | Q2 2026 | Aug 13, 2026 |
| LeClair Wealth Partners LLC | History | New | 8,767 | 1,681 | 0.87% | — | 243 | +8,767 | New | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,767 | 1,681 | 0.05% | 0.03% | 242 | +2,937 | 50.38% | Q2 2026 | Aug 10, 2026 |
| Benson Wealth Management INC | History | Added to | 8,574 | 1,644 | 1.65% | 1.92% | 244 | +14 | 0.16% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,866 | 1,638 | 0.0% | 0.0% | 245 | +3,386 | 61.79% | Q2 2026 | Jul 15, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 8,302 | 1,591 | 0.88% | 0.78% | 246 | -438 | -5.01% | Q2 2026 | Aug 03, 2026 |
| United Advisor Group, LLC | History | Added to | 8,283 | 1,588 | 0.17% | 0.14% | 247 | +1,297 | 18.57% | Q2 2026 | Jul 29, 2026 |
| Elequin Capital, LP | History | Reduced | 8,281 | 1,587 | 0.05% | 0.45% | 248 | -207,780 | -96.17% | Q2 2026 | Aug 13, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 8,255 | 1,582 | 0.47% | 0.43% | 249 | +906 | 12.33% | Q2 2026 | Jul 14, 2026 |
| Cedrus Wealth Group LLC | History | New | 8,242 | 1,580 | 1.38% | — | 251 | +8,242 | New | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 9,659 | 1,580 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 8,208 | 1,573 | 0.45% | 0.39% | 252 | +964 | 13.31% | Q2 2026 | Aug 06, 2026 |
| PKS Advisory Services, LLC | History | Added to | 8,193 | 1,572 | 0.25% | 0.22% | 253 | +2,417 | 41.85% | Q2 2026 | Aug 04, 2026 |
| Providence First Trust Co | History | New | 8,017 | 1,537 | 0.43% | — | 254 | +8,017 | New | Q2 2026 | Jul 27, 2026 |
| Cottage Street Advisors LLC | History | Added to | 7,989 | 1,531 | 0.59% | 0.5% | 255 | +855 | 11.98% | Q2 2026 | Jul 20, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,972 | 1,528 | 0.1% | 0.09% | 256 | +613 | 8.33% | Q2 2026 | Jul 20, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 7,906 | 1,516 | 0.24% | 0.24% | 257 | +29 | 0.37% | Q2 2026 | Aug 10, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 7,863 | 1,507 | 0.88% | — | 258 | +7,863 | New | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 7,844 | 1,503 | 0.0% | 0.0% | 259 | +1,973 | 33.61% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | Added to | 7,787 | 1,493 | 0.14% | 0.07% | 260 | +3,494 | 81.39% | Q2 2026 | Jul 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,734 | 1,482 | 0.05% | 0.04% | 261 | +1,233 | 18.97% | Q2 2026 | Jul 31, 2026 |
| Banque Transatlantique SA | History | Added to | 7,715 | 1,479 | 0.03% | 0.01% | 262 | +4,472 | 137.9% | Q2 2026 | Jul 30, 2026 |
| Fortis Group Advisors, LLC | History | New | 7,646 | 1,466 | 0.23% | — | 264 | +7,646 | New | Q2 2026 | Jul 24, 2026 |
| Kovack Advisors, Inc. | History | Added to | 7,675 | 1,466 | 0.07% | 0.05% | 263 | +1,588 | 26.09% | Q2 2026 | Jul 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 7,637 | 1,464 | 0.67% | 0.6% | 265 | +837 | 12.31% | Q2 2026 | Jul 30, 2026 |
| REAP Financial Group, LLC | History | Added to | 7,615 | 1,460 | 0.25% | 0.16% | 266 | +2,740 | 56.21% | Q2 2026 | Aug 04, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 7,614 | 1,459 | 0.43% | 0.41% | 267 | -223 | -2.85% | Q2 2026 | Jul 23, 2026 |
| VectorGlobal IAG, Inc. | History | No change | 8,906 | 1,456 | 0.38% | 0.38% | 268 | 0 | 0.0% | Q1 2026 | Jun 30, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 7,560 | 1,449 | 0.94% | 1.11% | 269 | -2,317 | -23.46% | Q2 2026 | Jul 24, 2026 |
| FDx Advisors, Inc. | History | Reduced | 7,542 | 1,446 | 0.44% | 0.42% | 270 | -451 | -5.64% | Q2 2026 | Aug 04, 2026 |
| Addison Advisors LLC | History | Added to | 7,540 | 1,445 | 0.68% | 0.17% | 272 | +2,958 | 64.56% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,540 | 1,445 | 0.01% | 0.01% | 271 | +2,171 | 40.44% | Q2 2026 | Aug 06, 2026 |
| Concentrum Wealth Management | History | Added to | 7,527 | 1,443 | 0.35% | 0.26% | 273 | +2,089 | 38.41% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,338 | 1,407 | 0.03% | 0.03% | 274 | -90 | -1.21% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,264 | 1,392 | 0.05% | 0.03% | 275 | +2,053 | 39.4% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,197 | 1,380 | 0.09% | 0.07% | 276 | +1,549 | 27.43% | Q2 2026 | Aug 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 7,196 | 1,379 | 0.43% | 0.33% | 277 | +1,489 | 26.09% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,931 | 1,368 | 0.1% | 0.1% | 278 | +959 | 13.76% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,115 | 1,364 | 0.01% | 0.01% | 279 | +1,012 | 16.58% | Q2 2026 | Jul 17, 2026 |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | History | New | 75,140 | 1,358 | 7.35% | — | 280 | +75,140 | New | Q2 2026 | Sep 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,054 | 1,352 | 0.03% | 0.02% | 281 | +720 | 11.37% | Q2 2026 | Aug 13, 2026 |
| Scarborough Advisors, LLC | History | Added to | 7,125 | 1,346 | 0.15% | 0.13% | 282 | +76 | 1.08% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | Added to | 6,973 | 1,337 | 0.0% | 0.0% | 283 | +2,458 | 54.44% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,782 | 1,300 | 0.01% | 0.01% | 284 | +1,863 | 37.87% | Q2 2026 | Aug 12, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 6,691 | 1,283 | 0.05% | 0.04% | 285 | +369 | 5.84% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 6,669 | 1,278 | 0.0% | 0.0% | 286 | +5,520 | 480.42% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | Added to | 6,568 | 1,259 | 0.07% | 0.06% | 287 | +1,064 | 19.33% | Q2 2026 | Jul 29, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 6,585 | 1,241 | 0.01% | — | 288 | +6,585 | New | Q2 2026 | Jul 29, 2026 |
| Sonoma Allocations LLC | History | Added to | 6,544 | 1,238 | 0.38% | 0.11% | 289 | +4,578 | 232.86% | Q2 2026 | Jul 08, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 6,454 | 1,237 | 0.37% | 0.35% | 290 | +524 | 8.84% | Q2 2026 | Jul 15, 2026 |
| IFG Advisory, LLC | History | New | 6,236 | 1,195 | 0.04% | — | 291 | +6,236 | New | Q2 2026 | Aug 13, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 6,206 | 1,190 | 0.24% | 0.23% | 292 | -482 | -7.21% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,176 | 1,184 | 0.05% | 0.04% | 293 | +581 | 10.38% | Q2 2026 | Aug 14, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 6,164 | 1,181 | 0.75% | 0.68% | 294 | +107 | 1.77% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 6,116 | 1,172 | 0.01% | 0.01% | 295 | +472 | 8.36% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | Reduced | 6,025 | 1,155 | 0.25% | 0.31% | 296 | -1,847 | -23.46% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 5,953 | 1,144 | 0.58% | 0.42% | 297 | +1,607 | 36.98% | Q2 2026 | Aug 24, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 5,905 | 1,132 | 0.48% | 0.48% | 298 | +50 | 0.85% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,884 | 1,128 | 0.05% | 0.03% | 299 | +2,503 | 74.03% | Q2 2026 | Aug 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,771 | 1,106 | 0.01% | 0.0% | 300 | +1,231 | 27.11% | Q2 2026 | Aug 18, 2026 |