FIRST TRUST EXCHANGE-TRADED FUND IV - RDVI
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.
Showing first 300 of
309 rows for faster page load.
Load all rows.
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 | 11,337,017 | 289,660 | 0.08% | 0.07% | 1 | +1,301,363 | 12.97% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,761,313 | 96,101 | 0.02% | 0.01% | 2 | +832,357 | 28.42% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,558,084 | 90,909 | 0.03% | 0.03% | 3 | -203,016 | -5.4% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,478,696 | 63,331 | 0.01% | 0.01% | 4 | +296,590 | 13.59% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,455,677 | 62,742 | 0.06% | 0.05% | 5 | +195,372 | 8.64% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 2,448,107 | 62,549 | 0.07% | 0.06% | 6 | +326,378 | 15.38% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,181,726 | 55,746 | 0.08% | 0.08% | 7 | +87,573 | 4.18% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,015,710 | 51,501 | 0.07% | 0.07% | 8 | +41,343 | 2.09% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,259,725 | 32,185 | 0.12% | 0.11% | 9 | +249,373 | 24.68% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,177,764 | 30,091 | 0.05% | 0.04% | 10 | +177,292 | 17.72% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 1,146,879 | 29,302 | 0.31% | — | 11 | +1,146,879 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 934,811 | 23,884 | 0.37% | 0.33% | 12 | +306,371 | 48.75% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 911,414 | 23,287 | 0.06% | 0.07% | 13 | -104,107 | -10.25% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 854,046 | 21,820 | 0.01% | 0.01% | 14 | -64,265 | -7.0% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 842,134 | 21,516 | 0.28% | 0.28% | 15 | +6,177 | 0.74% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 762,596 | 19,484 | 0.55% | 0.56% | 16 | +33,503 | 4.6% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 729,089 | 18,628 | 0.14% | 0.14% | 17 | +55,961 | 8.31% | Q1 2026 | Apr 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 680,532 | 17,387 | 0.53% | 0.55% | 18 | +6,715 | 1.0% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 678,830 | 17,348 | 0.28% | 0.24% | 19 | +119,754 | 21.42% | Q1 2026 | Apr 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 671,774 | 17,163 | 4.54% | 4.72% | 20 | +25,958 | 4.02% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 666,175 | 17,021 | 0.04% | 0.04% | 21 | +37,515 | 5.97% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 656,856 | 16,782 | 0.02% | 0.02% | 22 | -40,520 | -5.81% | Q1 2026 | May 14, 2026 |
| Second Half Financial Partners, LLC | History | No change | 628,118 | 16,048 | 7.23% | 7.32% | 23 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 621,989 | 15,891 | 0.18% | 0.2% | 24 | +9,752 | 1.59% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 615,145 | 15,716 | 0.18% | 0.07% | 25 | +362,521 | 143.5% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 579,593 | 14,808 | 0.12% | 0.11% | 26 | +216,296 | 59.54% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 541,282 | 14,717 | 0.39% | 0.55% | 27 | +44,637 | 8.99% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 522,015 | 13,337 | 0.07% | 0.02% | 28 | +392,588 | 303.33% | Q1 2026 | May 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 505,227 | 12,908 | 0.89% | 0.86% | 29 | +9,479 | 1.91% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 497,696 | 12,716 | 0.03% | 0.02% | 30 | +218,411 | 78.2% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 485,388 | 12,401 | 0.91% | 0.77% | 31 | +54,419 | 12.63% | Q1 2026 | Apr 20, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 467,847 | 11,953 | 8.36% | 5.42% | 32 | +139,844 | 42.63% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 443,566 | 11,417 | 0.02% | 0.02% | 33 | -195,738 | -30.62% | Q1 2026 | Apr 08, 2026 |
| Argent Advisors, Inc. | History | Added to | 445,151 | 11,373 | 3.11% | 3.19% | 34 | +9,418 | 2.16% | Q1 2026 | Apr 24, 2026 |
| Clarus Group, Inc. | History | Reduced | 431,883 | 11,034 | 3.96% | 4.1% | 35 | -1,671 | -0.39% | Q1 2026 | Apr 21, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 395,850 | 10,113 | 1.43% | 1.39% | 36 | +25,559 | 6.9% | Q1 2026 | May 26, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 384,854 | 9,833 | 2.31% | 2.84% | 37 | -78,123 | -16.87% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 374,883 | 9,578 | 0.08% | 0.0% | 38 | +354,316 | 1722.74% | Q1 2026 | May 11, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 360,658 | 9,214 | 3.53% | 6.61% | 39 | -277,927 | -43.52% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 346,412 | 8,850 | 0.6% | 0.62% | 40 | +4,206 | 1.23% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 345,434 | 8,825 | 0.1% | 0.09% | 41 | +30,986 | 9.85% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 339,668 | 8,678 | 0.01% | 0.01% | 42 | +11,843 | 3.61% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 338,910 | 8,669 | 0.04% | 0.04% | 43 | +15,775 | 4.88% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 339,193 | 8,666 | 0.01% | 0.01% | 44 | +8,001 | 2.42% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 327,228 | 8,360 | 0.47% | 0.49% | 45 | +171,510 | 110.14% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 322,638 | 8,243 | 0.32% | 0.45% | 46 | +167,789 | 108.36% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 316,456 | 8,085 | 0.21% | 0.21% | 47 | +1,323 | 0.42% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 309,334 | 7,903 | 0.01% | 0.01% | 48 | +84,605 | 37.65% | Q1 2026 | May 14, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 307,166 | 7,848 | 4.52% | 5.14% | 49 | -28,039 | -8.36% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 281,685 | 7,197 | 0.11% | 0.11% | 50 | +10,938 | 4.04% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 264,710 | 6,816 | 0.06% | 0.04% | 51 | +108,168 | 69.1% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 257,486 | 6,578 | 0.03% | 0.03% | 52 | +17,486 | 7.29% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Added to | 225,802 | 5,769 | 0.11% | 0.09% | 53 | +36,951 | 19.57% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 222,736 | 5,690 | 0.02% | 0.02% | 54 | +32,399 | 17.02% | Q1 2026 | Jun 02, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 209,985 | 5,365 | 2.93% | 3.07% | 55 | -31,015 | -12.87% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 203,012 | 5,186 | 0.32% | 0.32% | 56 | +11,725 | 6.13% | Q1 2026 | Apr 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 197,467 | 5,045 | 0.91% | 1.31% | 57 | +11,802 | 6.36% | Q1 2026 | May 01, 2026 |
| HighPoint Advisor Group LLC | History | New | 194,765 | 4,976 | 0.21% | — | 58 | +194,765 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 190,743 | 4,873 | 0.06% | 0.07% | 59 | +7,284 | 3.97% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 186,335 | 4,760 | 0.35% | 0.34% | 60 | +4,015 | 2.2% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 185,341 | 4,735 | 0.1% | 0.08% | 61 | +52,389 | 39.4% | Q1 2026 | Apr 13, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 179,819 | 4,718 | 3.36% | 3.21% | 62 | -6,305 | -3.39% | Q1 2026 | Apr 16, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 182,728 | 4,668 | 1.71% | 0.7% | 63 | +109,000 | 147.84% | Q1 2026 | May 08, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 179,288 | 4,580 | 1.94% | 1.89% | 64 | +474 | 0.27% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 176,776 | 4,516 | 0.1% | 0.09% | 65 | +26,651 | 17.75% | Q1 2026 | May 15, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 173,565 | 4,434 | 2.87% | 2.83% | 66 | +4,865 | 2.88% | Q1 2026 | Apr 30, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 167,972 | 4,291 | 1.68% | 1.67% | 67 | +5,064 | 3.11% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 164,181 | 4,195 | 0.03% | 0.04% | 68 | -24,544 | -13.01% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Added to | 163,434 | 4,175 | 0.22% | 0.17% | 69 | +13,677 | 9.13% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 161,468 | 4,125 | 0.07% | 0.02% | 70 | +124,477 | 336.51% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 160,282 | 4,095 | 0.14% | 0.1% | 71 | +2,535 | 1.61% | Q1 2026 | Apr 23, 2026 |
| G&S Capital LLC | History | Added to | 158,181 | 4,041 | 1.42% | 1.36% | 72 | +11,479 | 7.82% | Q1 2026 | Apr 07, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 156,455 | 3,997 | 1.48% | 1.44% | 73 | +4,358 | 2.87% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 155,502 | 3,973 | 0.02% | 0.02% | 74 | +49,098 | 46.14% | Q1 2026 | May 05, 2026 |
| RiverTree Advisors, LLC | History | Added to | 153,122 | 3,912 | 2.48% | 2.18% | 75 | +22,742 | 17.44% | Q1 2026 | Apr 20, 2026 |
| Compass Financial Services Inc | History | New | 152,564 | 3,898 | 1.69% | — | 76 | +152,564 | New | Q1 2026 | May 01, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 148,254 | 3,787 | 1.97% | 2.47% | 77 | +1,514 | 1.03% | Q1 2026 | Apr 30, 2026 |
| Semus Wealth Partners LLC | History | Added to | 147,317 | 3,763 | 2.1% | 2.04% | 78 | +2,896 | 2.01% | Q1 2026 | Apr 24, 2026 |
| Atlas Wealth LLC | History | Added to | 146,954 | 3,754 | 1.13% | 1.16% | 79 | +820 | 0.56% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 146,144 | 3,733 | 0.01% | 0.01% | 80 | +66,579 | 83.68% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 146,068 | 3,732 | 0.05% | 0.05% | 81 | +3,121 | 2.18% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 145,345 | 3,713 | 0.02% | — | 82 | +145,345 | New | Q1 2026 | May 15, 2026 |
| Prostatis Group LLC | History | Reduced | 140,591 | 3,592 | 0.92% | 0.89% | 83 | -2,228 | -1.56% | Q1 2026 | May 12, 2026 |
| Delta Investment Management, LLC | History | Added to | 130,044 | 3,322 | 0.59% | 0.55% | 84 | +10,051 | 8.38% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 127,199 | 3,249 | 0.1% | 0.1% | 85 | +6,557 | 5.44% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 123,964 | 3,167 | 0.02% | 0.02% | 86 | +6,135 | 5.21% | Q1 2026 | May 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 120,920 | 3,089 | 0.16% | 0.14% | 87 | +20,400 | 20.29% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 120,920 | 3,089 | 0.05% | 0.05% | 88 | +13,139 | 12.19% | Q1 2026 | May 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 116,791 | 2,984 | 0.0% | 0.0% | 89 | -214 | -0.18% | Q1 2026 | Apr 27, 2026 |
| KPP Advisory Services LLC | History | Added to | 104,223 | 2,662 | 0.39% | 0.38% | 90 | +4,800 | 4.83% | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 102,814 | 2,626 | 0.02% | 0.02% | 91 | -8,116 | -7.32% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 102,719 | 2,624 | 0.38% | 0.47% | 92 | -19,955 | -16.27% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Added to | 102,446 | 2,617 | 0.63% | 0.65% | 93 | +5,545 | 5.72% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 97,299 | 2,486 | 0.09% | 0.04% | 94 | +53,091 | 120.09% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 95,561 | 2,441 | 0.03% | 0.04% | 95 | +332 | 0.35% | Q1 2026 | Apr 23, 2026 |
| Accel Wealth Management | History | Added to | 94,677 | 2,419 | 0.63% | 0.1% | 96 | +81,360 | 610.95% | Q1 2026 | Apr 08, 2026 |
| Centerpoint Advisory Group | History | Added to | 94,263 | 2,408 | 1.81% | 0.98% | 97 | +45,678 | 94.02% | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Added to | 90,503 | 2,313 | 0.06% | 0.07% | 98 | +972 | 1.09% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 90,166 | 2,303 | 0.04% | 0.03% | 99 | +8,514 | 10.43% | Q1 2026 | Apr 27, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 89,849 | 2,295 | 0.23% | 0.18% | 100 | +20,326 | 29.24% | Q1 2026 | Apr 30, 2026 |
| Elevation Advisory Partners LLC | History | New | 82,064 | 2,231 | 2.08% | — | 101 | +82,064 | New | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 87,090 | 2,225 | 0.03% | 0.02% | 102 | +8,878 | 11.35% | Q1 2026 | Apr 16, 2026 |
| Balboa Wealth Partners | History | Reduced | 86,538 | 2,211 | 0.37% | 0.38% | 103 | -1,505 | -1.71% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 84,608 | 2,162 | 0.06% | 0.06% | 104 | +12,413 | 17.19% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 82,277 | 2,102 | 0.04% | 0.04% | 105 | +104 | 0.13% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 81,664 | 2,086 | 0.3% | 0.33% | 106 | -867 | -1.05% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 79,784 | 2,038 | 0.03% | 0.01% | 107 | +35,665 | 80.84% | Q1 2026 | Apr 20, 2026 |
| Advisory Advocates, LLC | History | Added to | 79,023 | 2,019 | 2.06% | 1.92% | 108 | +5,600 | 7.63% | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Added to | 73,270 | 1,872 | 0.17% | 0.14% | 109 | +24,078 | 48.95% | Q1 2026 | Apr 30, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 72,141 | 1,843 | 1.4% | 1.41% | 110 | +7,830 | 12.18% | Q1 2026 | Apr 13, 2026 |
| Tidemark, LLC | History | Added to | 72,075 | 1,841 | 0.47% | 0.51% | 111 | +3,702 | 5.41% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 71,580 | 1,828 | 0.07% | 0.07% | 112 | +12,616 | 21.4% | Q1 2026 | May 19, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 71,558 | 1,828 | 0.34% | 0.34% | 113 | +2,212 | 3.19% | Q1 2026 | Apr 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 71,123 | 1,817 | 0.78% | 0.59% | 114 | +19,574 | 37.97% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Added to | 70,581 | 1,803 | 0.37% | 0.39% | 115 | +1,568 | 2.27% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 66,047 | 1,687 | 0.04% | 0.04% | 116 | +6,788 | 11.45% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 65,870 | 1,682 | 0.02% | 0.01% | 117 | +38,255 | 138.53% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 65,765 | 1,680 | 0.07% | 0.08% | 118 | -85 | -0.13% | Q1 2026 | May 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 64,270 | 1,642 | 0.65% | 0.64% | 119 | +5,400 | 9.17% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 62,888 | 1,619 | 0.11% | 0.1% | 120 | +5,068 | 8.77% | Q1 2026 | May 01, 2026 |
| MTM Investment Management, LLC | History | Added to | 63,077 | 1,611 | 0.51% | 0.48% | 121 | +5,615 | 9.77% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 62,022 | 1,584 | 0.79% | 0.44% | 122 | +26,808 | 76.13% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 58,255 | 1,488 | 0.0% | 0.0% | 123 | +1,431 | 2.52% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 56,196 | 1,435 | 0.05% | 0.04% | 124 | +11,679 | 26.23% | Q1 2026 | Apr 07, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 53,493 | 1,366 | 0.28% | — | 125 | +53,493 | New | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 51,880 | 1,325 | 0.04% | 0.04% | 126 | +1,085 | 2.14% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | Reduced | 51,644 | 1,319 | 0.24% | 0.26% | 127 | -3,917 | -7.05% | Q1 2026 | May 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 51,461 | 1,314 | 0.33% | 0.33% | 128 | +2,418 | 4.93% | Q1 2026 | Apr 09, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 51,396 | 1,313 | 0.29% | 0.28% | 129 | +3,465 | 7.23% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 50,503 | 1,290 | 0.0% | 0.0% | 130 | +11,414 | 29.2% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 50,146 | 1,281 | 0.0% | 0.0% | 131 | -618 | -1.22% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 50,082 | 1,279 | 0.02% | 0.03% | 132 | -55,210 | -52.44% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 50,000 | 1,277 | 0.0% | 0.0% | 133 | +39,800 | 390.2% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 48,919 | 1,249 | 0.86% | 0.75% | 134 | +5,478 | 12.61% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 47,356 | 1,242 | 0.01% | 0.01% | 135 | -16,752 | -26.13% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 48,461 | 1,238 | 0.03% | 0.04% | 137 | +3,316 | 7.35% | Q1 2026 | May 11, 2026 |
| Marshall Financial Group, LLC | History | Added to | 48,465 | 1,238 | 0.2% | 0.24% | 136 | +1,508 | 3.21% | Q1 2026 | Apr 10, 2026 |
| Sigma Planning Corp | History | Added to | 48,248 | 1,232 | 0.03% | 0.01% | 138 | +33,249 | 221.67% | Q1 2026 | May 04, 2026 |
| Next Level Private LLC | History | Added to | 47,674 | 1,218 | 0.28% | 0.31% | 139 | +2,134 | 4.69% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 46,817 | 1,196 | 0.08% | 0.06% | 140 | +11,280 | 31.74% | Q1 2026 | May 15, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 46,148 | 1,179 | 0.59% | 0.53% | 141 | +4,410 | 10.57% | Q1 2026 | May 11, 2026 |
| Core Wealth Partners LLC | History | Added to | 45,244 | 1,155 | 0.54% | 0.46% | 142 | +6,576 | 17.01% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 45,159 | 1,153 | 0.06% | 0.06% | 143 | +793 | 1.79% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 45,124 | 1,152 | 0.03% | 0.02% | 144 | +5,807 | 14.77% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 44,467 | 1,136 | 0.03% | 0.03% | 145 | -4,243 | -8.71% | Q1 2026 | May 11, 2026 |
| Owen LaRue, LLC | History | Added to | 44,064 | 1,125 | 0.43% | 0.33% | 146 | +10,623 | 31.77% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 44,025 | 1,124 | 0.03% | 0.04% | 147 | +4,924 | 12.59% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 42,615 | 1,088 | 0.03% | 0.03% | 148 | -2,189 | -4.89% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 42,579 | 1,087 | 0.21% | 0.17% | 149 | +435 | 1.03% | Q1 2026 | May 11, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 41,025 | 1,048 | 0.23% | 0.21% | 150 | +3,950 | 10.65% | Q1 2026 | May 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 40,684 | 1,039 | 0.03% | 0.02% | 151 | +21,659 | 113.84% | Q1 2026 | May 14, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 40,410 | 1,032 | 1.63% | 1.26% | 152 | +13,480 | 50.06% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 38,081 | 980 | 0.05% | 0.04% | 153 | +2,954 | 8.41% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 38,169 | 975 | 0.02% | 0.02% | 154 | +6,860 | 21.91% | Q1 2026 | Apr 07, 2026 |
| Harvest Investment Services, LLC | History | Added to | 38,064 | 972 | 0.18% | 0.18% | 155 | +901 | 2.42% | Q1 2026 | May 14, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 34,597 | 945 | 0.39% | 0.42% | 156 | -149 | -0.43% | Q1 2026 | Apr 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 36,351 | 928 | 0.05% | 0.06% | 157 | -1,214 | -3.23% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 35,749 | 913 | 0.04% | 0.04% | 158 | +159 | 0.45% | Q1 2026 | May 18, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 35,331 | 902 | 0.03% | 0.03% | 159 | +4,028 | 12.87% | Q1 2026 | May 07, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 34,450 | 880 | 0.68% | 0.7% | 160 | -917 | -2.59% | Q1 2026 | May 19, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 33,640 | 859 | 0.15% | 0.13% | 161 | +7,200 | 27.23% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 33,413 | 853 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 33,107 | 845 | 0.0% | 0.0% | 163 | +953 | 2.96% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 32,964 | 842 | 0.06% | 0.05% | 164 | +11,039 | 50.35% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 32,250 | 823 | 0.09% | 0.07% | 165 | +6,498 | 25.23% | Q1 2026 | May 04, 2026 |
| Buska Wealth Management, LLC | History | New | 30,100 | 769 | 0.31% | — | 166 | +30,100 | New | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 29,414 | 751 | 0.02% | 0.02% | 167 | +545 | 1.89% | Q1 2026 | Apr 09, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 28,412 | 725 | 0.03% | 0.03% | 168 | -453 | -1.57% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 26,036 | 709 | 0.06% | 0.06% | 169 | -500 | -1.88% | Q1 2026 | Apr 30, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 27,347 | 698 | 0.04% | 0.04% | 170 | -8,831 | -24.41% | Q1 2026 | Apr 28, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 25,174 | 643 | 0.27% | 0.31% | 171 | +93 | 0.37% | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | New | 24,926 | 636 | 0.06% | — | 172 | +24,926 | New | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 24,801 | 633 | 0.0% | 0.0% | 173 | +11,631 | 88.31% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 24,735 | 631 | 0.02% | 0.01% | 174 | +11,122 | 81.7% | Q1 2026 | Apr 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 24,456 | 624 | 0.18% | 0.14% | 175 | +5,805 | 31.12% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 23,762 | 607 | 0.33% | 0.27% | 176 | +5,135 | 27.57% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,701 | 605 | 0.02% | 0.02% | 177 | +232 | 0.99% | Q1 2026 | May 12, 2026 |
| 1776 Wealth LLC | History | New | 23,519 | 600 | 0.24% | — | 178 | +23,519 | New | Q1 2026 | May 08, 2026 |
| TCFG Investment Advisors, LLC | History | New | 23,209 | 593 | 0.22% | — | 180 | +23,209 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 23,209 | 593 | 0.22% | 0.21% | 179 | +2,284 | 10.92% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 23,181 | 592 | 0.01% | 0.01% | 181 | +376 | 1.65% | Q1 2026 | Apr 14, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 22,980 | 587 | 0.22% | 0.3% | 182 | -10,404 | -31.16% | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 22,881 | 584 | 0.28% | 0.3% | 183 | +61 | 0.27% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 22,752 | 581 | 0.0% | — | 184 | +22,752 | New | Q1 2026 | May 01, 2026 |
| TKG Advisors, LLC | History | Reduced | 22,132 | 565 | 0.23% | 0.24% | 185 | -278 | -1.24% | Q1 2026 | Apr 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 21,432 | 562 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 21,773 | 556 | 0.02% | 0.02% | 187 | -847 | -3.74% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 21,513 | 553 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 20,635 | 541 | 0.08% | 0.08% | 189 | -125 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 20,436 | 522 | 0.16% | 0.16% | 190 | +1,060 | 5.47% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 20,260 | 517 | 0.02% | 0.01% | 191 | +9,164 | 82.59% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,889 | 508 | 0.01% | 0.01% | 192 | -54 | -0.27% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,671 | 503 | 0.01% | 0.01% | 193 | +1,681 | 9.34% | Q1 2026 | May 11, 2026 |
| NOVEM GROUP | History | Added to | 19,714 | 503 | 0.06% | 0.06% | 194 | +1,080 | 5.8% | Q1 2026 | Apr 10, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 18,807 | 493 | 0.42% | 0.42% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 18,205 | 465 | 0.03% | 0.04% | 196 | +504 | 2.85% | Q1 2026 | May 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 17,965 | 458 | 0.04% | 0.04% | 197 | +369 | 2.1% | Q1 2026 | May 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,405 | 444 | 0.01% | 0.01% | 198 | -2,230 | -11.36% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 17,157 | 438 | 0.02% | 0.02% | 199 | +1,024 | 6.35% | Q1 2026 | Apr 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 17,474 | 434 | 0.03% | 0.02% | 200 | -19 | -0.11% | Q1 2026 | Apr 24, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 16,894 | 431 | 0.08% | 0.09% | 201 | +8,625 | 104.31% | Q1 2026 | Apr 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 16,794 | 429 | 0.1% | 0.11% | 202 | -108 | -0.64% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 16,733 | 427 | 0.0% | 0.0% | 203 | -184 | -1.09% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 16,624 | 424 | 0.13% | 0.13% | 204 | +628 | 3.93% | Q1 2026 | Apr 20, 2026 |
| First Heartland Consultants, Inc. | History | No change | 16,444 | 420 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 16,172 | 413 | 0.12% | 0.13% | 206 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 15,757 | 413 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 16,151 | 412 | 0.02% | 0.02% | 208 | -425 | -2.56% | Q1 2026 | May 08, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 15,780 | 403 | 0.18% | 0.25% | 209 | -5,101 | -24.43% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 15,341 | 391 | 0.0% | 0.0% | 210 | -488 | -3.08% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Added to | 15,275 | 390 | 0.06% | 0.06% | 211 | +45 | 0.3% | Q1 2026 | Apr 17, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 14,817 | 378 | 0.33% | 0.22% | 212 | +5,542 | 59.75% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 13,039 | 358 | 0.03% | 0.02% | 213 | +5,590 | 75.04% | Q1 2026 | May 01, 2026 |
| Element Wealth, LLC | History | New | 13,513 | 345 | 0.14% | — | 214 | +13,513 | New | Q1 2026 | May 04, 2026 |
| Uniting Wealth Partners, LLC | History | New | 13,513 | 345 | 0.07% | — | 215 | +13,513 | New | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,325 | 340 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 13,127 | 335 | 0.16% | 0.14% | 217 | +1,117 | 9.3% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 13,025 | 332 | 0.02% | — | 218 | +13,025 | New | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | No change | 12,285 | 313 | 0.02% | 0.03% | 219 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 12,232 | 312 | 0.19% | 0.23% | 220 | -217 | -1.74% | Q1 2026 | May 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 12,207 | 311 | 0.09% | 0.09% | 221 | +75 | 0.62% | Q1 2026 | Apr 30, 2026 |
| Gerald Baker Financial Group LLC | History | New | 12,124 | 309 | 0.1% | — | 222 | +12,124 | New | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 11,885 | 303 | 0.0% | 0.0% | 223 | -84 | -0.7% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 11,678 | 298 | 0.02% | 0.02% | 224 | -1,247 | -9.65% | Q1 2026 | Apr 13, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 11,225 | 294 | 0.31% | 0.31% | 225 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | New | 11,397 | 291 | 0.01% | — | 226 | +11,397 | New | Q1 2026 | May 01, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,975 | 280 | 0.0% | 0.0% | 227 | +1,931 | 21.35% | Q1 2026 | May 12, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 10,191 | 260 | 0.2% | 0.24% | 228 | -1,144 | -10.09% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 10,142 | 259 | 0.03% | 0.03% | 229 | +454 | 4.69% | Q1 2026 | May 05, 2026 |
| Faithward Advisors, LLC | History | Added to | 10,130 | 258 | 0.04% | 0.04% | 230 | +707 | 7.5% | Q1 2026 | Apr 17, 2026 |
| Chris Bulman Inc | History | Added to | 10,130 | 258 | 0.11% | 0.11% | 231 | +572 | 5.98% | Q1 2026 | Apr 13, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Reduced | 9,918 | 253 | 0.19% | 0.22% | 232 | -1,000 | -9.16% | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | Added to | 9,772 | 249 | 0.03% | 0.03% | 233 | +22 | 0.23% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,450 | 241 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alessandra Capital Management, LLC | History | New | 9,400 | 240 | 0.2% | — | 235 | +9,400 | New | Q1 2026 | Apr 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 9,292 | 237 | 0.08% | 0.08% | 236 | +374 | 4.19% | Q1 2026 | Apr 09, 2026 |
| COMERICA BANK | History | No change | 8,992 | 235 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 9,171 | 234 | 0.04% | 0.04% | 238 | -68 | -0.74% | Q1 2026 | May 06, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 8,925 | 228 | 0.2% | 0.17% | 239 | +950 | 11.91% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 8,943 | 227 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 8,819 | 225 | 0.08% | 0.05% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 8,690 | 222 | 0.0% | 0.0% | 242 | -1,039 | -10.68% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 8,692 | 222 | 0.02% | 0.02% | 243 | +304 | 3.62% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | No change | 8,635 | 220 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 7,857 | 214 | 0.0% | 0.0% | 245 | +376 | 5.03% | Q1 2026 | May 11, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 7,817 | 214 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 8,132 | 207 | 0.15% | 0.16% | 247 | +56 | 0.69% | Q1 2026 | Apr 29, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 8,052 | 205 | 0.02% | — | 248 | +8,052 | New | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 7,500 | 196 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,020 | 179 | 0.01% | 0.02% | 250 | -1,917 | -21.45% | Q1 2026 | Apr 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 7,000 | 178 | 0.01% | — | 251 | +7,000 | New | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 6,352 | 162 | 0.01% | 0.01% | 252 | +46 | 0.73% | Q1 2026 | May 04, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 5,094 | 130 | 0.02% | 0.01% | 253 | +2,594 | 103.76% | Q1 2026 | Apr 21, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 4,875 | 124 | 0.04% | 0.05% | 254 | -750 | -13.33% | Q1 2026 | May 04, 2026 |
| Founders Financial Alliance, LLC | History | New | 4,500 | 114 | 0.02% | — | 255 | +4,500 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,339 | 110 | 0.0% | 0.0% | 256 | -719 | -14.22% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,169 | 106 | 0.03% | 0.04% | 257 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 3,717 | 94 | 0.02% | 0.02% | 258 | -735 | -16.51% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,299 | 84 | 0.0% | 0.0% | 259 | +1,782 | 117.47% | Q1 2026 | Jun 02, 2026 |
| Allworth Financial LP | History | Added to | 3,193 | 81 | 0.0% | 0.0% | 261 | +650 | 25.56% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3,200 | 81 | 0.0% | 0.01% | 260 | -575 | -15.23% | Q1 2026 | May 07, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 2,312 | 59 | 0.04% | 0.03% | 262 | +404 | 21.17% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | New | 2,072 | 52 | 0.0% | — | 264 | +2,072 | New | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,053 | 52 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,000 | 51 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Partners, LLC | History | New | 1,856 | 47 | 0.03% | — | 266 | +1,856 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,571 | 40 | 0.0% | 0.0% | 267 | +853 | 118.8% | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,396 | 35 | 0.02% | 0.01% | 268 | +978 | 233.97% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 1,191 | 30 | 0.01% | 0.0% | 269 | +385 | 47.77% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,053 | 26 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kozak & Associates, Inc. | History | Added to | 902 | 24 | 0.0% | 0.0% | 271 | +19 | 2.15% | Q1 2026 | Apr 14, 2026 |
| Synergy Investment Management, LLC | History | New | 856 | 21 | 0.01% | — | 272 | +856 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 740 | 18 | 0.0% | — | 273 | +740 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 606 | 15 | 0.0% | — | 274 | +606 | New | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 548 | 14 | 0.0% | — | 276 | +548 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 584 | 14 | 0.0% | 0.0% | 275 | +32 | 5.8% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 554 | 13 | 0.0% | — | 279 | +554 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 513 | 13 | 0.0% | 0.0% | 277 | -201 | -28.15% | Q1 2026 | Apr 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 517 | 13 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 500 | 12 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 451 | 11 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 203 | 5 | 0.0% | 0.0% | 282 | -3,707 | -94.81% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 206 | 5 | 0.0% | — | 283 | +206 | New | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 87 | 2 | 0.0% | 0.0% | 285 | -3,000 | -97.18% | Q1 2026 | May 04, 2026 |
| GODSEY & GIBB, INC | History | No change | 96 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -163,125 | -100.0% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -53,461 | -100.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -50,121 | -100.0% | Q1 2026 | May 15, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -33,538 | -100.0% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -31,990 | -100.0% | Q1 2026 | May 01, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,450 | -100.0% | Q1 2026 | May 05, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -19,715 | -100.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,741 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,146 | -100.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -15,267 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,732 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Midwest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,853 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,324 | -100.0% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,186 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,100 | -100.0% | Q1 2026 | Apr 28, 2026 |