FIRST TRUST EXCHANGE-TRADED FUND - QCLN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 414,321 | 19,253 | 0.0% | 0.0% | 1 | -87,024 | -17.36% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 342,772 | 15,928 | 0.0% | 0.0% | 2 | +49,786 | 16.99% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 260,556 | 12,108 | 0.0% | 0.0% | 3 | +9,817 | 3.92% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 249,745 | 11,605 | 0.0% | 0.0% | 4 | -20,364 | -7.54% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 165,928 | 7,711 | 0.0% | 0.0% | 5 | -13,458 | -7.5% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 120,690 | 5,608 | 0.0% | 0.0% | 6 | -3,304 | -2.66% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 101,501 | 4,716 | 0.01% | — | 7 | +101,501 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 90,880 | 4,052 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 76,437 | 3,550 | 0.0% | 0.0% | 9 | -6,524 | -7.86% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 75,800 | 3,522 | 0.0% | 0.01% | 10 | -79,700 | -51.25% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 74,942 | 3,482 | 0.03% | 0.03% | 11 | -739 | -0.98% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 70,938 | 3,296 | 0.04% | 0.06% | 12 | -19,800 | -21.82% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 60,680 | 2,819 | 0.0% | 0.0% | 13 | -9,609 | -13.67% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 59,293 | 2,755 | 0.0% | — | 14 | +59,293 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,887 | 2,364 | 0.0% | 0.0% | 15 | +28,113 | 123.44% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,162 | 2,145 | 0.01% | 0.01% | 16 | -4,659 | -9.17% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 44,435 | 2,064 | 0.0% | 0.0% | 17 | -2,287 | -4.89% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 42,662 | 1,982 | 0.0% | 0.0% | 18 | -12,459 | -22.6% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 41,846 | 1,944 | 0.0% | 0.0% | 19 | -2,764 | -6.2% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 36,274 | 1,685 | 0.0% | 0.0% | 20 | -346 | -0.94% | Q1 2026 | May 04, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Added to | 35,272 | 1,639 | 0.56% | 0.51% | 21 | +163 | 0.46% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 34,498 | 1,603 | 0.0% | 0.0% | 22 | +110 | 0.32% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 33,274 | 1,520 | 0.0% | 0.0% | 23 | +4,235 | 14.58% | Q1 2026 | May 15, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 31,916 | 1,483 | 1.12% | — | 24 | +31,916 | New | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 31,462 | 1,462 | 0.0% | 0.0% | 25 | -4,257 | -11.92% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,236 | 1,358 | 0.0% | 0.0% | 26 | -24,703 | -45.8% | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | New | 21,272 | 1,217 | 0.1% | — | 27 | +21,272 | New | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 26,126 | 1,214 | 0.0% | 0.0% | 28 | -4,251 | -13.99% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 24,975 | 1,160 | 0.04% | — | 29 | +24,975 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 23,672 | 1,100 | 0.0% | 0.0% | 30 | +183 | 0.78% | Q1 2026 | Jun 02, 2026 |
| GTS SECURITIES LLC | History | New | 23,565 | 1,095 | 0.04% | — | 31 | +23,565 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,638 | 1,052 | 0.0% | 0.0% | 32 | -944 | -4.0% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 20,358 | 946 | 0.0% | 0.0% | 33 | -1,500 | -6.86% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 20,299 | 943 | 0.12% | 0.12% | 34 | +241 | 1.2% | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | Added to | 19,946 | 926 | 0.05% | 0.05% | 35 | +982 | 5.18% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 19,814 | 920 | 0.0% | 0.0% | 36 | -84 | -0.42% | Q1 2026 | May 07, 2026 |
| Colorado Capital Management, Inc. | History | No change | 17,564 | 816 | 0.3% | 0.29% | 37 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 17,481 | 812 | 0.05% | 0.07% | 38 | -3,498 | -16.67% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,193 | 752 | 0.03% | 0.03% | 39 | -1,126 | -6.5% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,498 | 673 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,032 | 652 | 0.0% | 0.0% | 41 | -4,168 | -22.9% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 13,986 | 649 | 0.0% | 0.0% | 42 | +2,817 | 25.22% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,697 | 497 | 0.0% | 0.0% | 43 | -2,319 | -17.82% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 10,625 | 493 | 0.02% | 0.02% | 44 | +583 | 5.81% | Q1 2026 | Apr 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 10,507 | 488 | 0.05% | 0.05% | 45 | +125 | 1.2% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,582 | 445 | 0.0% | 0.0% | 46 | -1,461 | -13.23% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 9,330 | 433 | 0.0% | — | 47 | +9,330 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 9,073 | 421 | 0.0% | 0.0% | 48 | +12 | 0.13% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 8,877 | 412 | 0.0% | 0.0% | 49 | -126 | -1.4% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 8,789 | 408 | 0.0% | — | 50 | +8,789 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,476 | 393 | 0.0% | 0.0% | 51 | -642 | -7.04% | Q1 2026 | Apr 30, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 8,470 | 393 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Massar Capital Management, LP | History | New | 8,422 | 391 | 0.04% | — | 53 | +8,422 | New | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 8,260 | 383 | 0.04% | 0.04% | 54 | +464 | 5.95% | Q1 2026 | May 11, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 8,039 | 373 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,657 | 355 | 0.0% | 0.0% | 56 | -453 | -5.59% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,200 | 334 | 0.0% | 0.0% | 57 | +2,150 | 42.57% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 7,188 | 334 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 6,996 | 325 | 0.01% | 0.01% | 59 | -12 | -0.17% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,904 | 321 | 0.01% | 0.01% | 60 | +356 | 5.44% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 6,791 | 315 | 0.0% | 0.0% | 61 | +958 | 16.42% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,507 | 302 | 0.0% | 0.01% | 62 | -1,055 | -13.95% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,343 | 294 | 0.0% | 0.0% | 63 | -500 | -7.31% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 5,990 | 278 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Factor Wealth Management LTD | History | New | 5,955 | 276 | 0.05% | — | 65 | +5,955 | New | Q1 2026 | Apr 20, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 5,876 | 273 | 0.01% | 0.0% | 66 | +235 | 4.17% | Q1 2026 | May 14, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 5,763 | 267 | 0.04% | 0.04% | 67 | -25 | -0.43% | Q1 2026 | May 04, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 4,548 | 266 | 0.16% | 0.3% | 68 | -4,569 | -50.12% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Reduced | 5,682 | 264 | 0.01% | 0.01% | 69 | -480 | -7.79% | Q1 2026 | May 05, 2026 |
| Leo Wealth, LLC | History | Added to | 5,682 | 264 | 0.02% | 0.02% | 70 | +1 | 0.02% | Q1 2026 | May 05, 2026 |
| Financial Partners Group, Inc | History | No change | 5,665 | 263 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,416 | 251 | 0.0% | 0.0% | 72 | -210 | -3.73% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 5,294 | 245 | 0.0% | 0.0% | 73 | +187 | 3.66% | Q1 2026 | May 13, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 5,150 | 239 | 0.03% | 0.03% | 74 | +41 | 0.8% | Q1 2026 | Apr 28, 2026 |
| SVB WEALTH LLC | History | No change | 5,104 | 237 | 0.02% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 5,059 | 235 | 0.02% | 0.02% | 76 | -20 | -0.39% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,274 | 230 | 0.0% | 0.0% | 77 | -1,264 | -19.33% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,968 | 230 | 0.0% | 0.0% | 78 | +1,083 | 27.88% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 4,863 | 226 | 0.01% | 0.01% | 79 | -41 | -0.84% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Reduced | 4,844 | 225 | 0.0% | 0.0% | 80 | -15 | -0.31% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,837 | 224 | 0.0% | — | 81 | +4,837 | New | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | New | 4,816 | 223 | 0.01% | — | 82 | +4,816 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 4,816 | 223 | 0.03% | — | 83 | +4,816 | New | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | New | 4,587 | 213 | 0.0% | — | 84 | +4,587 | New | Q1 2026 | May 01, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 4,537 | 210 | 0.08% | 0.07% | 85 | -130 | -2.79% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,492 | 208 | 0.0% | 0.0% | 86 | -8,200 | -64.61% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 4,460 | 207 | 0.05% | 0.04% | 87 | +251 | 5.96% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,260 | 198 | 0.0% | 0.0% | 88 | +196 | 4.82% | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4,019 | 186 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,867 | 179 | 0.0% | 0.0% | 90 | +148 | 3.98% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,611 | 167 | 0.0% | 0.0% | 91 | +3,576 | 10217.14% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,601 | 160 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 3,080 | 143 | 0.0% | 0.0% | 93 | +338 | 12.33% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,998 | 140 | 0.0% | 0.0% | 94 | -119 | -3.82% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,953 | 137 | 0.0% | 0.0% | 95 | -66 | -2.19% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 2,218 | 103 | 0.02% | — | 96 | +2,218 | New | Q1 2026 | May 08, 2026 |
| MOTCO | History | Added to | 2,199 | 102 | 0.01% | 0.01% | 97 | +390 | 21.56% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 1,958 | 91 | 0.02% | 0.03% | 98 | +70 | 3.71% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,939 | 90 | 0.0% | 0.0% | 99 | -106 | -5.18% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 1,888 | 88 | 0.0% | 0.0% | 100 | +127 | 7.21% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,881 | 87 | 0.0% | 0.0% | 101 | -50 | -2.59% | Q1 2026 | May 08, 2026 |
| First PREMIER Bank | History | No change | 1,674 | 78 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,682 | 78 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,630 | 75 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,607 | 74 | 0.0% | 0.0% | 105 | +1,390 | 640.55% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 1,478 | 68 | 0.0% | — | 106 | +1,478 | New | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 330 | 65 | 0.01% | — | 107 | +330 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,374 | 63 | 0.0% | 0.01% | 108 | -750 | -35.31% | Q1 2026 | Apr 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,311 | 60 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,344 | 59 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | No change | 1,204 | 55 | 0.01% | 0.02% | 111 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,108 | 51 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,038 | 48 | 0.01% | — | 113 | +1,038 | New | Q1 2026 | May 08, 2026 |
| NFSG Corp | History | No change | 1,000 | 46 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 825 | 45 | 0.06% | 0.09% | 115 | -539 | -39.52% | Q1 2026 | Apr 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 962 | 44 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 901 | 41 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | New | 842 | 39 | 0.0% | — | 118 | +842 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 795 | 36 | 0.0% | 0.0% | 119 | +190 | 31.4% | Q1 2026 | Jun 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 763 | 35 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | No change | 752 | 34 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 692 | 32 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 678 | 31 | 0.0% | 0.0% | 123 | +34 | 5.28% | Q1 2026 | Apr 30, 2026 |
| CDKV HOLDINGS LLC | History | No change | 675 | 31 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | New | 573 | 26 | 0.0% | — | 127 | +573 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 560 | 26 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | No change | 561 | 26 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | No change | 525 | 24 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 498 | 23 | 0.01% | — | 130 | +498 | New | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 504 | 23 | 0.0% | 0.0% | 129 | -100 | -16.56% | Q1 2026 | May 06, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 480 | 22 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 458 | 21 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 430 | 19 | 0.0% | — | 134 | +430 | New | Q1 2026 | May 19, 2026 |
| IAG Wealth Partners, LLC | History | No change | 420 | 19 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 368 | 17 | 0.01% | — | 138 | +368 | New | Q1 2026 | Apr 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 378 | 17 | 0.0% | 0.0% | 135 | -20 | -5.03% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 370 | 17 | 0.01% | 0.01% | 137 | +1 | 0.27% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 378 | 17 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 356 | 16 | 0.01% | 0.01% | 140 | -526 | -59.64% | Q1 2026 | Apr 03, 2026 |
| CITY HOLDING CO | History | No change | 365 | 16 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | No change | 358 | 16 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 344 | 15 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ransom Advisory, Ltd | History | No change | 300 | 13 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 241 | 11 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blume Capital Management, Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 233 | 10 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | No change | 220 | 10 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 193 | 9 | 0.0% | 0.0% | 150 | -50 | -20.58% | Q1 2026 | Apr 27, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 200 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Heritage Wealth Advisors | History | New | 186 | 8 | 0.0% | — | 156 | +186 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 176 | 8 | 0.0% | 0.0% | 153 | +76 | 76.0% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 191 | 8 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | No change | 182 | 8 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 192 | 8 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Perspectives, Inc | History | No change | 154 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Copia Wealth Management | History | No change | 146 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 121 | 5 | 0.0% | — | 161 | +121 | New | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 106 | 4 | 0.0% | — | 164 | +106 | New | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 95 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 65 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 74 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Command Advisory Services, Inc. | History | New | 60 | 2 | 0.0% | — | 173 | +60 | New | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Winch Advisory Services, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Eukles Asset Management | History | No change | 55 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hurley Capital, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Reduced | 35 | 1 | 0.0% | 0.0% | 174 | -10 | -22.22% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JNBA Financial Advisors | History | No change | 27 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 23 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,282 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -295 | -100.0% | Q1 2026 | May 04, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 01, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |