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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 1,039,763 | 63,758 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 505,939 | 31,024 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 263,430 | 16,153 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 259,617 | 15,919 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 256,000 | 15,697 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 195,594 | 11,993 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 132,457 | 8,122 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 122,521 | 7,512 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 114,772 | 7,034 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 96,309 | 5,905 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 95,988 | 5,880 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 90,712 | 5,562 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALEN PRIVATE CAPITAL, LLC | History | New | 95,498 | 4,609 | 1.43% | — | 13 | +95,498 | New | Q3 2026 | Oct 23, 2026 |
| Wealthspire Advisors, LLC | History | No change | 74,022 | 4,539 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 65,300 | 4,004 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 49,794 | 3,053 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 47,801 | 2,931 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 44,542 | 2,731 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 56,500 | 2,727 | 0.0% | 0.0% | 19 | -5,066 | -8.23% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 37,661 | 2,183 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,895 | 2,017 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 32,234 | 1,976 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 31,679 | 1,942 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,108 | 1,888 | 0.0% | 0.01% | 24 | -9,832 | -20.09% | Q3 2026 | Nov 02, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 28,661 | 1,757 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 24,801 | 1,520 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,536 | 1,443 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 23,059 | 1,413 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,092 | 1,354 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,895 | 1,281 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 20,295 | 1,244 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisory Group LLC | History | No change | 18,729 | 1,148 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | No change | 18,220 | 1,117 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 21,379 | 1,031 | 0.11% | 0.13% | 34 | +2,582 | 13.74% | Q3 2026 | Oct 30, 2026 |
| HSBC HOLDINGS PLC | History | No change | 16,500 | 1,011 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16,259 | 996 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,498 | 889 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 16,431 | 793 | 0.27% | 0.35% | 38 | -66 | -0.4% | Q3 2026 | Oct 14, 2026 |
| PFG Investments, LLC | History | No change | 10,821 | 663 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 13,106 | 632 | 0.03% | 0.05% | 40 | -1,612 | -10.95% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,832 | 603 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,488 | 581 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 9,215 | 565 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 8,962 | 549 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,130 | 537 | 0.0% | 0.0% | 45 | +2,167 | 24.18% | Q3 2026 | Nov 02, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 8,470 | 519 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,332 | 498 | 0.04% | 0.06% | 47 | -275 | -2.59% | Q3 2026 | Oct 16, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 7,930 | 486 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 7,708 | 472 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 9,651 | 465 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 7,298 | 447 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evelyn Partners Group Ltd | History | No change | 8,745 | 444 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,200 | 441 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,191 | 440 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Summit Global Investments | History | Added to | 8,772 | 423 | 0.02% | 0.01% | 55 | +4,520 | 106.3% | Q3 2026 | Oct 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6,708 | 411 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,310 | 386 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 7,989 | 385 | 0.06% | — | 58 | +7,989 | New | Q3 2026 | Oct 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,050 | 370 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 6,023 | 369 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 5,977 | 366 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,744 | 352 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 7,109 | 343 | 0.01% | 0.01% | 63 | +24 | 0.34% | Q3 2026 | Oct 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,696 | 335 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,412 | 331 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,397 | 330 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,233 | 320 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SVB WEALTH LLC | History | No change | 5,104 | 313 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,096 | 312 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Asset Strategies, Inc. | History | Added to | 6,122 | 295 | 0.02% | 0.02% | 70 | +377 | 6.56% | Q3 2026 | Oct 28, 2026 |
| MAI Capital Management | History | No change | 4,795 | 294 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,770 | 292 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 6,020 | 290 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 5,758 | 277 | 0.04% | 0.05% | 74 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Reduced | 5,727 | 276 | 0.0% | 0.0% | 75 | -2,483 | -30.24% | Q3 2026 | Nov 02, 2026 |
| Financial Partners Group, Inc | History | No change | 5,665 | 273 | 0.03% | 0.04% | 76 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Sage Capital Management, LLC | History | New | 5,592 | 269 | 0.1% | — | 78 | +5,592 | New | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 4,389 | 269 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Factor Wealth Management LTD | History | Added to | 5,561 | 268 | 0.04% | 0.05% | 80 | +103 | 1.89% | Q3 2026 | Oct 08, 2026 |
| Glassman Wealth Services | History | No change | 4,375 | 268 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 5,540 | 267 | 0.07% | 0.09% | 81 | -150 | -2.64% | Q3 2026 | Oct 27, 2026 |
| PFG Advisors | History | Added to | 5,505 | 265 | 0.01% | 0.02% | 82 | +521 | 10.45% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,222 | 258 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,126 | 253 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4,019 | 246 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,052 | 244 | 0.01% | 0.01% | 86 | -104 | -2.02% | Q3 2026 | Oct 22, 2026 |
| Atria Investments, Inc | History | New | 4,944 | 238 | 0.0% | — | 87 | +4,944 | New | Q3 2026 | Oct 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,751 | 229 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 4,381 | 224 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 3,616 | 221 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 4,537 | 219 | 0.07% | 0.09% | 91 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,553 | 217 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | No change | 3,493 | 214 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CX Institutional | History | Reduced | 4,382 | 212 | 0.01% | 0.01% | 94 | -162 | -3.57% | Q3 2026 | Oct 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,453 | 211 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 2,766 | 169 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,153 | 152 | 0.0% | 0.0% | 97 | +208 | 7.06% | Q3 2026 | Oct 08, 2026 |
| JPL Wealth Management, LLC | History | No change | 2,218 | 136 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOTCO | History | No change | 2,199 | 134 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,745 | 132 | 0.0% | 0.0% | 100 | +165 | 6.4% | Q3 2026 | Oct 21, 2026 |
| Rossby Financial, LCC | History | No change | 2,035 | 124 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 1,909 | 117 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,881 | 115 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,682 | 103 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,630 | 99 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,438 | 88 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,820 | 87 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,374 | 84 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First PREMIER Bank | History | No change | 1,674 | 81 | 0.01% | 0.02% | 109 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,559 | 75 | 0.0% | 0.0% | 110 | +1,527 | 4771.88% | Q3 2026 | Oct 30, 2026 |
| Tidemark, LLC | History | No change | 1,204 | 73 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,338 | 64 | 0.0% | 0.01% | 112 | +1 | 0.07% | Q3 2026 | Oct 26, 2026 |
| Capital Analysts, LLC | History | No change | 995 | 61 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 900 | 55 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 905 | 54 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,108 | 53 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 1,075 | 51 | 0.01% | 0.02% | 117 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NFSG Corp | History | No change | 1,000 | 48 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 784 | 48 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Allworth Financial LP | History | No change | 752 | 46 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 962 | 46 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | New | 920 | 44 | 0.0% | — | 122 | +920 | New | Q3 2026 | Oct 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 901 | 43 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 623 | 38 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 623 | 38 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 577 | 35 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 560 | 34 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 690 | 33 | 0.0% | 0.0% | 128 | +437 | 172.73% | Q3 2026 | Oct 21, 2026 |
| CDKV HOLDINGS LLC | History | No change | 675 | 32 | 0.02% | 0.03% | 129 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 504 | 30 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parallel Advisors, LLC | History | No change | 605 | 29 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ancora Advisors LLC | History | No change | 464 | 28 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 525 | 25 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 420 | 25 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 500 | 24 | 0.0% | 0.0% | 135 | -104 | -17.22% | Q3 2026 | Oct 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 378 | 23 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 378 | 23 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 344 | 21 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY HOLDING CO | History | No change | 365 | 17 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ADIRONDACK TRUST CO | History | No change | 356 | 17 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 368 | 17 | 0.0% | 0.01% | 141 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 264 | 16 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 317 | 15 | 0.0% | 0.0% | 143 | -41 | -11.45% | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 241 | 14 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 219 | 13 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Blume Capital Management, Inc. | History | No change | 250 | 12 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 200 | 12 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 191 | 11 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 186 | 11 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 200 | 9 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Westfuller Advisors, LLC | History | No change | 137 | 8 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Copia Wealth Management | History | No change | 146 | 8 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Next Level Wealth Planning, LLC | History | New | 161 | 7 | 0.0% | — | 155 | +161 | New | Q3 2026 | Oct 29, 2026 |
| Financial Perspectives, Inc | History | No change | 154 | 7 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| DeDora Capital, Inc. | History | New | 126 | 6 | 0.0% | — | 158 | +126 | New | Q3 2026 | Oct 26, 2026 |
| Continuum Advisory, LLC | History | No change | 106 | 6 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 100 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 95 | 5 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 74 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MATHER GROUP, LLC. | History | New | 67 | 3 | 0.0% | — | 168 | +67 | New | Q3 2026 | Oct 14, 2026 |
| Eukles Asset Management | History | No change | 55 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hurley Capital, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Winch Advisory Services, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | No change | 35 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JNBA Financial Advisors | History | No change | 27 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bell Investment Advisors, Inc | History | No change | 23 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.04% | — | -68,068 | -100.0% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,590 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -21,488 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,461 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Arbor Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,292 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,600 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Paragon Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,581 | -100.0% | Q3 2026 | Oct 20, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -3,300 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -842 | -100.0% | Q3 2026 | Oct 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -500 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -498 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 02, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Blue Trust, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 15, 2026 |
| Latitude Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dunhill Financial, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |