FIRST TRUST EXCHANGE-TRADED FUND - IGLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,010,754 | 63,406 | 0.01% | 0.02% | 1 | +628,689 | 26.39% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,341,776 | 28,257 | 0.01% | 0.01% | 2 | +118,777 | 9.71% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,243,278 | 26,183 | 0.03% | 0.04% | 3 | +139,480 | 12.64% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 777,249 | 16,368 | 0.05% | 0.07% | 4 | +26,298 | 3.5% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 719,977 | 15,162 | 0.01% | 0.02% | 5 | +167,158 | 30.24% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 607,096 | 12,785 | 0.02% | 0.02% | 6 | +45,510 | 8.1% | Q2 2026 | Jul 29, 2026 |
| Hilton Capital Management, LLC | History | Added to | 602,983 | 12,698 | 0.86% | 1.15% | 7 | +6,760 | 1.13% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 429,350 | 9,042 | 0.01% | 0.02% | 8 | -17,325 | -3.88% | Q2 2026 | Aug 14, 2026 |
| Cavalier Investments, LLC | History | No change | 323,655 | 6,816 | 0.28% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | Added to | 323,020 | 6,802 | 0.49% | 0.64% | 10 | +14,037 | 4.54% | Q2 2026 | Jul 24, 2026 |
| THOR TRADING ADVISORS, LLC | History | New | 294,537 | 6,202 | 1.95% | — | 11 | +294,537 | New | Q2 2026 | Aug 12, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 240,859 | 5,072 | 5.1% | 5.86% | 12 | -176,097 | -42.23% | Q2 2026 | Aug 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 230,760 | 4,859 | 0.92% | 1.58% | 13 | -50,835 | -18.05% | Q2 2026 | Aug 05, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 219,709 | 4,627 | 2.27% | 0.03% | 14 | +217,188 | 8615.15% | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 218,594 | 4,603 | 0.03% | 0.02% | 15 | +107,221 | 96.27% | Q2 2026 | Sep 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 209,742 | 4,417 | 0.01% | 0.01% | 16 | -10,357 | -4.71% | Q2 2026 | Jul 27, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 206,520 | 4,369 | 0.54% | — | 17 | +206,520 | New | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 202,438 | 4,263 | 0.05% | — | 18 | +202,438 | New | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 183,777 | 3,870 | 0.02% | 0.02% | 19 | +4,272 | 2.38% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 168,854 | 3,556 | 0.01% | — | 20 | +168,854 | New | Q2 2026 | Aug 05, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 165,895 | 3,493 | 0.62% | 0.81% | 21 | -1,463 | -0.87% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 156,008 | 3,285 | 0.08% | 0.1% | 22 | +8,319 | 5.63% | Q2 2026 | Aug 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 151,527 | 3,191 | 0.14% | 0.17% | 23 | +10,282 | 7.28% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 142,918 | 3,009 | 1.13% | — | 24 | +142,918 | New | Q2 2026 | Jul 30, 2026 |
| Mission Financial Group, LLC | History | New | 141,149 | 2,972 | 2.47% | — | 25 | +141,149 | New | Q2 2026 | Aug 12, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 133,196 | 2,805 | 1.36% | 1.58% | 26 | +21,928 | 19.71% | Q2 2026 | Jul 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 118,222 | 2,489 | 0.05% | 0.06% | 27 | +16,099 | 15.76% | Q2 2026 | Jul 17, 2026 |
| Prostatis Group LLC | History | Added to | 114,496 | 2,411 | 0.56% | 0.65% | 28 | +14,341 | 14.32% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 107,763 | 2,240 | 0.24% | 0.25% | 29 | +16,555 | 18.15% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 105,094 | 2,209 | 0.0% | 0.01% | 30 | -22,729 | -17.78% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 101,376 | 2,134 | 0.0% | 0.0% | 31 | +27,919 | 38.01% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | Added to | 100,621 | 2,119 | 0.15% | 0.16% | 32 | +18,895 | 23.12% | Q2 2026 | Aug 11, 2026 |
| Bison Wealth, LLC | History | Added to | 98,586 | 2,097 | 0.19% | 0.2% | 33 | +16,459 | 20.04% | Q2 2026 | Jul 07, 2026 |
| Delta Investment Management, LLC | History | Added to | 96,364 | 2,029 | 0.33% | 0.37% | 34 | +14,498 | 17.71% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 87,337 | 1,839 | 0.04% | 0.04% | 35 | +49,233 | 129.21% | Q2 2026 | Aug 14, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 86,787 | 1,827 | 0.84% | 1.13% | 36 | +1,867 | 2.2% | Q2 2026 | Jul 29, 2026 |
| Rockport Wealth LLC | History | Added to | 81,420 | 1,714 | 0.29% | 0.31% | 37 | +14,659 | 21.96% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 76,743 | 1,616 | 0.0% | 0.0% | 38 | +36,353 | 90.0% | Q2 2026 | Aug 12, 2026 |
| Marion Wealth Management | History | Added to | 76,289 | 1,606 | 0.33% | 0.42% | 39 | +2,516 | 3.41% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 72,221 | 1,520 | 0.03% | 0.03% | 40 | +19,702 | 37.51% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 71,303 | 1,501 | 0.03% | 0.08% | 41 | -66,646 | -48.31% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | Reduced | 61,377 | 1,418 | 0.02% | 0.03% | 42 | -77 | -0.13% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 64,668 | 1,361 | 0.05% | 0.06% | 43 | +11,011 | 20.52% | Q2 2026 | Jul 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 63,849 | 1,344 | 0.04% | 0.06% | 44 | -1,380 | -2.12% | Q2 2026 | Jul 27, 2026 |
| MTM Investment Management, LLC | History | Reduced | 61,855 | 1,302 | 0.37% | 0.51% | 45 | -800 | -1.28% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 55,606 | 1,171 | 0.01% | 0.01% | 46 | +12,593 | 29.28% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 55,267 | 1,163 | 0.03% | 0.02% | 47 | +26,755 | 93.84% | Q2 2026 | Jul 22, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 50,554 | 1,064 | 0.07% | 0.08% | 48 | +10,211 | 25.31% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 47,363 | 997 | 0.01% | 0.02% | 49 | -28,130 | -37.26% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 47,020 | 990 | 0.01% | 0.02% | 50 | -14,544 | -23.62% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 46,474 | 978 | 0.01% | 0.01% | 51 | +1,074 | 2.37% | Q2 2026 | Jul 24, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 44,908 | 945 | 0.25% | 0.31% | 52 | +641 | 1.45% | Q2 2026 | Aug 10, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 44,093 | 928 | 0.39% | 0.51% | 53 | -70 | -0.16% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 43,073 | 907 | 0.0% | 0.0% | 54 | +20,252 | 88.74% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 41,328 | 870 | 0.09% | 0.06% | 55 | +20,992 | 103.23% | Q2 2026 | Jul 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 40,545 | 853 | 0.0% | 0.0% | 56 | +2,124 | 5.53% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | New | 37,222 | 783 | 0.0% | — | 57 | +37,222 | New | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 35,715 | 752 | 0.17% | 0.29% | 58 | -8,005 | -18.31% | Q2 2026 | Jul 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 35,116 | 739 | 0.01% | 0.01% | 59 | -5,967 | -14.52% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 34,303 | 722 | 0.03% | 0.04% | 60 | +2,760 | 8.75% | Q2 2026 | Aug 17, 2026 |
| Triumph Capital Management | History | Added to | 32,027 | 674 | 0.12% | 0.14% | 61 | +4,361 | 15.76% | Q2 2026 | Jul 20, 2026 |
| American Institute for Advanced Investment Management, LLP | History | New | 30,750 | 647 | 0.37% | — | 62 | +30,750 | New | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,042 | 632 | 0.0% | 0.0% | 63 | +5,738 | 23.61% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 29,999 | 631 | 0.01% | 0.01% | 64 | +4,553 | 17.89% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 29,665 | 624 | 0.01% | 0.01% | 65 | +3,360 | 12.77% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 29,553 | 622 | 0.01% | 0.02% | 66 | -12,903 | -30.39% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 28,838 | 607 | 0.01% | — | 67 | +28,838 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 28,757 | 605 | 0.0% | 0.0% | 68 | -40,602 | -58.54% | Q2 2026 | Aug 13, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 28,750 | 605 | 0.07% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Encompass More Asset Management | History | Added to | 28,583 | 601 | 0.09% | 0.1% | 70 | +5,443 | 23.52% | Q2 2026 | Jul 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 24,131 | 508 | 0.13% | 0.18% | 71 | +213 | 0.89% | Q2 2026 | Jul 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 19,413 | 495 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 22,798 | 480 | 0.05% | 0.05% | 73 | +5,494 | 31.75% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | New | 22,673 | 477 | 0.0% | — | 74 | +22,673 | New | Q2 2026 | Aug 10, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 22,366 | 471 | 0.2% | 0.21% | 75 | +4,657 | 26.3% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Added to | 22,325 | 470 | 0.0% | 0.01% | 76 | +3,895 | 21.13% | Q2 2026 | Jul 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 22,322 | 470 | 0.02% | 0.03% | 77 | -938 | -4.03% | Q2 2026 | Jul 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 22,164 | 466 | 0.19% | 0.23% | 78 | +3,783 | 20.58% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 22,058 | 464 | 0.0% | 0.01% | 79 | -18,803 | -46.02% | Q2 2026 | Aug 14, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 22,026 | 463 | 0.16% | 7.31% | 80 | -725,889 | -97.06% | Q2 2026 | Jul 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 21,500 | 452 | 0.03% | — | 81 | +21,500 | New | Q2 2026 | Aug 04, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 21,376 | 450 | 0.08% | 0.17% | 82 | -12,155 | -36.25% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 21,343 | 449 | 0.0% | 0.01% | 83 | -6,304 | -22.8% | Q2 2026 | Aug 05, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 21,237 | 447 | 0.18% | 0.28% | 84 | -3,574 | -14.4% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,795 | 437 | 0.0% | 0.0% | 85 | -20,405 | -49.53% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,074 | 401 | 0.01% | 0.01% | 86 | -7,909 | -29.31% | Q2 2026 | Jul 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 18,600 | 391 | 0.18% | 0.25% | 87 | +200 | 1.09% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,095 | 381 | 0.0% | 0.0% | 88 | -907 | -4.77% | Q2 2026 | Jul 20, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 17,995 | 378 | 0.22% | 1.82% | 90 | -94,496 | -84.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | Reduced | 17,961 | 378 | 0.0% | 0.0% | 89 | -134 | -0.74% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | Added to | 17,914 | 377 | 0.06% | 0.09% | 91 | +565 | 3.26% | Q2 2026 | Jul 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 17,707 | 372 | 0.02% | 0.03% | 92 | -86 | -0.48% | Q2 2026 | Jul 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 17,200 | 362 | 0.01% | 0.05% | 93 | -8,000 | -31.75% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,102 | 360 | 0.01% | 0.01% | 94 | -1,405 | -7.59% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,918 | 356 | 0.01% | 0.01% | 95 | +5,305 | 45.68% | Q2 2026 | Jul 31, 2026 |
| Archer Investment Corp | History | Added to | 16,016 | 337 | 0.07% | 0.08% | 96 | +562 | 3.64% | Q2 2026 | Aug 03, 2026 |
| WEDBUSH SECURITIES INC | History | New | 15,021 | 316 | 0.01% | — | 97 | +15,021 | New | Q2 2026 | Jul 28, 2026 |
| Global Assets Advisory, LLC | History | New | 14,689 | 305 | 0.07% | — | 98 | +14,689 | New | Q2 2026 | Jul 27, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 14,438 | 304 | 0.14% | 0.23% | 99 | -2,923 | -16.84% | Q2 2026 | Aug 11, 2026 |
| Intrua Financial, LLC | History | Added to | 14,410 | 303 | 0.03% | 0.04% | 100 | +1,004 | 7.49% | Q2 2026 | Jul 24, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 13,241 | 278 | 0.12% | 0.17% | 101 | +584 | 4.61% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | New | 13,138 | 276 | 0.01% | — | 102 | +13,138 | New | Q2 2026 | Aug 13, 2026 |
| Manhattan West Asset Management, LLC | History | New | 12,937 | 272 | 0.05% | — | 104 | +12,937 | New | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,945 | 272 | 0.0% | 0.0% | 103 | +664 | 5.41% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 12,821 | 270 | 0.0% | 0.0% | 105 | +1,920 | 17.61% | Q2 2026 | Aug 06, 2026 |
| Stirlingshire Investments, Inc. | History | New | 12,731 | 268 | 0.2% | — | 106 | +12,731 | New | Q2 2026 | Jul 31, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 12,552 | 264 | 0.15% | 0.21% | 107 | -75 | -0.59% | Q2 2026 | Jul 23, 2026 |
| G&S Capital LLC | History | Added to | 12,410 | 261 | 0.08% | 0.1% | 108 | +1,244 | 11.14% | Q2 2026 | Jul 10, 2026 |
| Kovack Advisors, Inc. | History | New | 12,122 | 250 | 0.01% | — | 109 | +12,122 | New | Q2 2026 | Jul 28, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 11,771 | 247 | 0.22% | — | 110 | +11,771 | New | Q2 2026 | Jul 21, 2026 |
| Accurate Wealth Management, LLC | History | New | 11,090 | 233 | 0.02% | — | 111 | +11,090 | New | Q2 2026 | Jul 14, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 10,928 | 230 | 0.33% | 0.5% | 112 | -504 | -4.41% | Q2 2026 | Jul 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 10,621 | 223 | 0.0% | 0.01% | 113 | +459 | 4.52% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,517 | 221 | 0.0% | 0.0% | 114 | +9,626 | 1080.36% | Q2 2026 | Aug 13, 2026 |
| Sulzberger Capital Advisors, Inc. | History | New | 10,440 | 219 | 0.21% | — | 115 | +10,440 | New | Q2 2026 | Jul 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 10,211 | 215 | 0.07% | — | 116 | +10,211 | New | Q2 2026 | Jul 31, 2026 |
| Capital Asset Advisory Services LLC | History | New | 9,906 | 208 | 0.01% | — | 117 | +9,906 | New | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,700 | 204 | 0.01% | 0.01% | 118 | +1,693 | 21.14% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,699 | 204 | 0.0% | 0.0% | 119 | +935 | 10.67% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,594 | 202 | 0.0% | 0.0% | 120 | -2,254 | -19.02% | Q2 2026 | Jul 29, 2026 |
| Allied Private Wealth LLC | History | New | 8,806 | 184 | 0.12% | — | 121 | +8,806 | New | Q2 2026 | Jul 09, 2026 |
| UBS Group AG | History | Added to | 6,761 | 142 | 0.0% | 0.0% | 122 | +3,754 | 124.84% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 6,246 | 131 | 0.0% | — | 123 | +6,246 | New | Q2 2026 | Aug 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 5,494 | 115 | 0.05% | — | 124 | +5,494 | New | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 5,280 | 111 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | Added to | 4,678 | 98 | 0.0% | 0.0% | 126 | +81 | 1.76% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,218 | 67 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | New | 2,329 | 49 | 0.0% | — | 128 | +2,329 | New | Q2 2026 | Jul 28, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 2,120 | 44 | 0.02% | — | 130 | +2,120 | New | Q2 2026 | Jul 16, 2026 |
| Torren Management, LLC | History | Added to | 2,121 | 44 | 0.02% | 0.03% | 129 | +116 | 5.79% | Q2 2026 | Jul 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,878 | 39 | 0.0% | 0.0% | 131 | -800 | -29.87% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,689 | 35 | 0.0% | 0.0% | 132 | -1,053 | -38.4% | Q2 2026 | Aug 12, 2026 |
| SWAN Capital LLC | History | Added to | 1,605 | 33 | 0.01% | 0.01% | 133 | +951 | 145.41% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | New | 1,100 | 23 | 0.0% | — | 134 | +1,100 | New | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,075 | 22 | 0.0% | — | 135 | +1,075 | New | Q2 2026 | Aug 10, 2026 |
| Advisors Preferred, LLC | History | New | 718 | 15 | 0.0% | — | 136 | +718 | New | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 556 | 11 | 0.0% | 0.0% | 137 | -48 | -7.95% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | New | 502 | 10 | 0.0% | — | 138 | +502 | New | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | New | 358 | 7 | 0.0% | — | 139 | +358 | New | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | New | 235 | 4 | 0.0% | — | 143 | +235 | New | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 200 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 210 | 4 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 198 | 4 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 165 | 3 | 0.0% | 0.0% | 144 | -65 | -28.26% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 78 | 2 | 0.0% | — | 145 | +78 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 91 | 1 | 0.0% | — | 146 | +91 | New | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -938,512 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -37,222 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -27,174 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -17,900 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -16,750 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,550 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.06% | — | -13,955 | -100.0% | Q2 2026 | Aug 10, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.11% | — | -8,819 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,667 | -100.0% | Q2 2026 | Jul 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,576 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,107 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,020 | -100.0% | Q2 2026 | Jul 29, 2026 |
| STANCE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,031 | -100.0% | Q2 2026 | Aug 14, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -650 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -511 | -100.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |