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 | No change | 3,010,754 | 63,406 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,341,776 | 28,257 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,079,739 | 21,940 | 0.03% | 0.03% | 3 | -163,539 | -13.15% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 934,598 | 18,991 | 0.05% | 0.05% | 4 | +157,349 | 20.24% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 719,977 | 15,162 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 646,414 | 13,135 | 0.02% | 0.02% | 6 | +39,318 | 6.48% | Q3 2026 | Nov 02, 2026 |
| Hilton Capital Management, LLC | History | No change | 602,983 | 12,698 | 0.86% | 0.86% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 429,350 | 9,042 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cavalier Investments, LLC | History | No change | 323,655 | 6,816 | 0.28% | 0.28% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | Reduced | 309,749 | 6,294 | 0.45% | 0.49% | 10 | -13,271 | -4.11% | Q3 2026 | Oct 29, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 256,756 | 5,217 | 2.57% | 2.27% | 11 | +37,047 | 16.86% | Q3 2026 | Oct 29, 2026 |
| HFG Wealth Management, LLC | History | No change | 240,859 | 5,072 | 5.12% | 5.1% | 12 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 244,789 | 4,974 | 0.21% | 0.14% | 13 | +93,262 | 61.55% | Q3 2026 | Oct 30, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 243,215 | 4,942 | 0.59% | 0.54% | 14 | +36,695 | 17.77% | Q3 2026 | Oct 28, 2026 |
| Thrive Capital Management, LLC | History | Added to | 241,657 | 4,910 | 0.88% | 0.92% | 15 | +10,897 | 4.72% | Q3 2026 | Oct 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 218,594 | 4,603 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| THOR TRADING ADVISORS, LLC | History | Reduced | 224,385 | 4,559 | 1.55% | 1.95% | 17 | -70,152 | -23.82% | Q3 2026 | Nov 05, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 210,367 | 4,274 | 0.75% | 0.62% | 18 | +44,472 | 26.81% | Q3 2026 | Oct 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 202,438 | 4,263 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 183,777 | 3,870 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 183,213 | 3,722 | 1.38% | 1.13% | 21 | +40,295 | 28.19% | Q3 2026 | Oct 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 179,971 | 3,657 | 0.01% | 0.01% | 22 | -29,771 | -14.19% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 168,854 | 3,556 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 156,008 | 3,285 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | Added to | 153,934 | 3,104 | 0.26% | 0.19% | 26 | +55,348 | 56.14% | Q3 2026 | Oct 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 152,795 | 3,104 | 1.54% | 1.36% | 25 | +19,599 | 14.71% | Q3 2026 | Oct 26, 2026 |
| Mission Financial Group, LLC | History | Reduced | 138,998 | 2,824 | 2.23% | 2.47% | 27 | -2,151 | -1.52% | Q3 2026 | Oct 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 118,222 | 2,489 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prostatis Group LLC | History | No change | 114,496 | 2,411 | 0.56% | 0.56% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 118,613 | 2,410 | 0.21% | 0.24% | 30 | +10,850 | 10.07% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 101,376 | 2,134 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 100,621 | 2,119 | 0.15% | 0.15% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 104,691 | 2,089 | 0.0% | 0.0% | 33 | -403 | -0.38% | Q3 2026 | Oct 13, 2026 |
| Delta Investment Management, LLC | History | No change | 96,364 | 2,029 | 0.33% | 0.33% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 95,874 | 1,948 | 0.96% | 0.84% | 35 | +9,087 | 10.47% | Q3 2026 | Oct 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 87,337 | 1,839 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 85,963 | 1,733 | 0.15% | 0.02% | 37 | +74,873 | 675.14% | Q3 2026 | Oct 20, 2026 |
| Rockport Wealth LLC | History | Added to | 83,818 | 1,703 | 0.3% | 0.29% | 38 | +2,398 | 2.95% | Q3 2026 | Nov 03, 2026 |
| Marion Wealth Management | History | Added to | 80,756 | 1,640 | 0.32% | 0.33% | 39 | +4,467 | 5.86% | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 76,743 | 1,616 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 75,992 | 1,544 | 0.04% | 0.03% | 41 | +20,725 | 37.5% | Q3 2026 | Oct 21, 2026 |
| Mutual Advisors, LLC | History | No change | 72,221 | 1,520 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 70,557 | 1,433 | 0.06% | 0.05% | 43 | +5,889 | 9.11% | Q3 2026 | Oct 23, 2026 |
| World Investment Advisors | History | No change | 61,377 | 1,418 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 63,849 | 1,344 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alessandra Capital Management, LLC | History | New | 62,269 | 1,265 | 0.89% | — | 46 | +62,269 | New | Q3 2026 | Oct 30, 2026 |
| MTM Investment Management, LLC | History | No change | 61,855 | 1,256 | 0.36% | 0.37% | 47 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 55,606 | 1,171 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 56,248 | 1,142 | 0.11% | 0.09% | 49 | +14,920 | 36.1% | Q3 2026 | Oct 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 52,344 | 1,063 | 0.08% | 0.07% | 50 | +1,790 | 3.54% | Q3 2026 | Oct 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 47,363 | 997 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47,020 | 990 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 46,783 | 950 | 0.01% | 0.01% | 53 | +309 | 0.66% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 43,073 | 907 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 41,990 | 853 | 0.02% | 0.03% | 55 | -29,313 | -41.11% | Q3 2026 | Oct 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 40,545 | 853 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 41,684 | 847 | 0.22% | 0.25% | 57 | -3,224 | -7.18% | Q3 2026 | Nov 04, 2026 |
| Encompass More Asset Management | History | Added to | 39,782 | 808 | 0.11% | 0.09% | 58 | +11,199 | 39.18% | Q3 2026 | Oct 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 39,476 | 802 | 0.08% | 0.05% | 59 | +16,678 | 73.16% | Q3 2026 | Nov 03, 2026 |
| MAI Capital Management | History | No change | 37,222 | 783 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 35,116 | 739 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOS Asset Management, LLC | History | Added to | 35,816 | 727 | 0.17% | 0.17% | 62 | +101 | 0.28% | Q3 2026 | Oct 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 34,303 | 722 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Triumph Capital Management | History | Added to | 32,721 | 664 | 0.12% | 0.12% | 64 | +694 | 2.17% | Q3 2026 | Oct 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 32,000 | 650 | 0.38% | 0.37% | 65 | +1,250 | 4.07% | Q3 2026 | Nov 03, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 31,161 | 633 | 0.07% | — | 66 | +31,161 | New | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 30,042 | 632 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 29,999 | 631 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 29,553 | 622 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | New | 30,387 | 617 | 0.02% | — | 70 | +30,387 | New | Q3 2026 | Oct 23, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 28,838 | 607 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 29,815 | 605 | 0.01% | 0.01% | 72 | +150 | 0.51% | Q3 2026 | Oct 26, 2026 |
| Mariner, LLC | History | No change | 28,757 | 605 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 29,667 | 602 | 0.01% | 0.0% | 74 | +8,324 | 39.0% | Q3 2026 | Oct 20, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 28,750 | 584 | 0.08% | 0.07% | 75 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 28,332 | 575 | 0.14% | 0.13% | 76 | +4,201 | 17.41% | Q3 2026 | Oct 19, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 27,086 | 550 | 0.22% | 0.39% | 77 | -17,007 | -38.57% | Q3 2026 | Oct 15, 2026 |
| Brookstone Capital Management | History | Added to | 24,423 | 496 | 0.0% | 0.0% | 78 | +2,098 | 9.4% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 22,673 | 477 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 22,366 | 471 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 22,322 | 470 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 22,164 | 466 | 0.19% | 0.19% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 22,058 | 464 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 22,822 | 463 | 0.01% | — | 85 | +22,822 | New | Q3 2026 | Oct 29, 2026 |
| Luken Investment Analytics, LLC | History | No change | 22,026 | 463 | 0.16% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Altium Investment Strategies LLC | History | New | 22,423 | 452 | 0.52% | — | 87 | +22,423 | New | Q3 2026 | Oct 19, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 21,500 | 452 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hamilton Wealth, LLC | History | No change | 21,376 | 450 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 20,795 | 437 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 20,429 | 415 | 0.16% | 0.18% | 90 | -808 | -3.8% | Q3 2026 | Oct 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,790 | 412 | 0.01% | 0.01% | 91 | +2,716 | 14.24% | Q3 2026 | Nov 04, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 18,600 | 391 | 0.18% | 0.18% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,095 | 381 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Advisors Inc. | History | Added to | 18,631 | 378 | 0.07% | 0.06% | 95 | +717 | 4.0% | Q3 2026 | Oct 19, 2026 |
| &PARTNERS | History | No change | 17,961 | 378 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 17,200 | 362 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,102 | 360 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 17,671 | 359 | 0.21% | 0.22% | 98 | -324 | -1.8% | Q3 2026 | Oct 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,127 | 348 | 0.01% | 0.01% | 99 | +209 | 1.24% | Q3 2026 | Oct 28, 2026 |
| Archer Investment Corp | History | Reduced | 15,081 | 306 | 0.06% | 0.07% | 100 | -935 | -5.84% | Q3 2026 | Nov 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 15,006 | 305 | 0.01% | 0.01% | 101 | -15 | -0.1% | Q3 2026 | Oct 22, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 14,438 | 304 | 0.14% | 0.14% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Assets Advisory, LLC | History | No change | 14,689 | 294 | 0.06% | 0.07% | 103 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 14,421 | 293 | 0.18% | 0.02% | 104 | +12,301 | 580.24% | Q3 2026 | Oct 21, 2026 |
| G&S Capital LLC | History | Added to | 14,394 | 292 | 0.08% | 0.08% | 105 | +1,984 | 15.99% | Q3 2026 | Oct 23, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 14,176 | 277 | 0.01% | 0.01% | 106 | +4,270 | 43.11% | Q3 2026 | Oct 30, 2026 |
| Intrua Financial, LLC | History | Reduced | 13,627 | 276 | 0.03% | 0.03% | 108 | -783 | -5.43% | Q3 2026 | Oct 28, 2026 |
| IFG Advisory, LLC | History | No change | 13,138 | 276 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital CS Group, LLC | History | New | 13,446 | 273 | 0.2% | — | 109 | +13,446 | New | Q3 2026 | Oct 29, 2026 |
| Advisory Services Network, LLC | History | No change | 12,945 | 272 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 12,937 | 272 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,821 | 270 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 13,287 | 269 | 0.15% | 0.15% | 113 | +735 | 5.86% | Q3 2026 | Oct 15, 2026 |
| Horizon Advisory Services, Inc. | History | Reduced | 12,960 | 263 | 0.1% | 0.12% | 114 | -281 | -2.12% | Q3 2026 | Oct 29, 2026 |
| SAXON INTERESTS, INC. | History | New | 12,823 | 260 | 0.09% | — | 115 | +12,823 | New | Q3 2026 | Oct 26, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,122 | 250 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Reduced | 11,646 | 236 | 0.23% | 0.22% | 117 | -125 | -1.06% | Q3 2026 | Oct 15, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 11,367 | 230 | 0.16% | 0.2% | 118 | -1,364 | -10.71% | Q3 2026 | Nov 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,621 | 223 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,517 | 221 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 10,780 | 219 | 0.09% | — | 121 | +10,780 | New | Q3 2026 | Oct 23, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 10,704 | 217 | 0.33% | 0.33% | 122 | -224 | -2.05% | Q3 2026 | Oct 20, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 10,211 | 215 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,594 | 202 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,814 | 199 | 0.01% | 0.01% | 125 | +114 | 1.18% | Q3 2026 | Nov 04, 2026 |
| Allied Private Wealth LLC | History | No change | 8,806 | 184 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UBS Group AG | History | No change | 6,761 | 142 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,246 | 131 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 5,829 | 118 | 0.05% | 0.05% | 129 | +335 | 6.1% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,180 | 105 | 0.0% | 0.0% | 130 | -100 | -1.89% | Q3 2026 | Oct 16, 2026 |
| MORGAN STANLEY | History | No change | 4,678 | 98 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 4,549 | 95 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,555 | 51 | 0.0% | 0.0% | 133 | +2,390 | 1448.48% | Q3 2026 | Oct 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,329 | 47 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NFSG Corp | History | Added to | 2,052 | 41 | 0.0% | 0.0% | 135 | +952 | 86.55% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,878 | 39 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,689 | 35 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWAN Capital LLC | History | No change | 1,605 | 33 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,075 | 22 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 866 | 17 | 0.02% | — | 140 | +866 | New | Q3 2026 | Oct 27, 2026 |
| Advisors Preferred, LLC | History | No change | 718 | 15 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 502 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 397 | 8 | 0.0% | — | 143 | +397 | New | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 272 | 5 | 0.0% | 0.0% | 144 | -284 | -51.08% | Q3 2026 | Nov 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 200 | 4 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 210 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Founders Financial Alliance, LLC | History | No change | 235 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 198 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 78 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 91 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,707 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -10,440 | -100.0% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,699 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,218 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,121 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |