FIRST TRUST EXCHANGE-TRADED FUND VI - ROBT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 31 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 956,667 | 49,618 | 0.01% | 0.01% | 1 | +61,896 | 6.92% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 700,695 | 36,342 | 0.0% | 0.0% | 2 | +162,348 | 30.16% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 431,149 | 22,362 | 0.0% | 0.0% | 3 | +23,726 | 5.82% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 378,459 | 19,629 | 0.0% | 0.0% | 4 | +38,641 | 11.37% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 246,392 | 12,779 | 0.02% | 0.02% | 5 | -246 | -0.1% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 238,933 | 12,393 | 0.0% | 0.0% | 6 | +85,835 | 56.07% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 217,292 | 11,270 | 0.01% | 0.01% | 7 | +2,364 | 1.1% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 208,022 | 10,790 | 0.0% | — | 8 | +208,022 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 198,188 | 10,279 | 0.0% | 0.0% | 9 | +32,049 | 19.29% | Q4 2025 | Feb 10, 2026 |
| Rockport Wealth LLC | History | New | 174,655 | 9,058 | 1.76% | — | 10 | +174,655 | New | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 174,140 | 9,033 | 0.01% | 0.01% | 11 | +6,963 | 4.17% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 173,434 | 8,995 | 0.01% | 0.01% | 12 | -5,964 | -3.32% | Q4 2025 | Feb 02, 2026 |
| Biltmore Family Office, LLC | History | Added to | 173,411 | 8,994 | 1.24% | 1.09% | 13 | +27,902 | 19.18% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 170,156 | 8,825 | 0.0% | 0.0% | 14 | +10,271 | 6.42% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 114,057 | 5,916 | 0.02% | 0.01% | 15 | +52,526 | 85.37% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 110,808 | 5,747 | 0.01% | 0.01% | 16 | -1,028 | -0.92% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 101,131 | 5,245 | 0.0% | 0.0% | 17 | -657 | -0.65% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 83,517 | 4,331 | 0.0% | 0.0% | 18 | +63,520 | 317.65% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 79,130 | 4,104 | 0.09% | 0.1% | 19 | +517 | 0.66% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 75,884 | 3,935 | 0.0% | 0.0% | 20 | +11,162 | 17.25% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 73,022 | 3,787 | 0.0% | 0.0% | 21 | -18,739 | -20.42% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 67,078 | 3,479 | 0.04% | 0.05% | 22 | -10,572 | -13.61% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 62,022 | 3,216 | 0.04% | 0.02% | 23 | +20,084 | 47.89% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 58,184 | 3,017 | 0.01% | 0.01% | 24 | +9,712 | 20.04% | Q4 2025 | Feb 13, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 58,178 | 3,017 | 0.73% | 0.77% | 25 | +2,527 | 4.54% | Q4 2025 | Feb 05, 2026 |
| Banco Santander, S.A. | History | New | 55,896 | 2,899 | 0.02% | — | 26 | +55,896 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 50,328 | 2,610 | 0.01% | 0.01% | 27 | +891 | 1.8% | Q4 2025 | Feb 13, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 45,140 | 2,341 | 0.55% | 0.55% | 28 | +2,948 | 6.99% | Q4 2025 | Feb 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 43,364 | 2,249 | 0.25% | 0.3% | 29 | +1,424 | 3.4% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 38,758 | 2,010 | 0.0% | 0.0% | 30 | -1,694 | -4.19% | Q4 2025 | Feb 13, 2026 |
| Avestar Capital, LLC | History | No change | 37,400 | 1,939 | 0.13% | 0.13% | 31 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 34,177 | 1,772 | 0.0% | 0.0% | 32 | +1,297 | 3.94% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 33,294 | 1,726 | 0.06% | 0.07% | 33 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Reduced | 32,326 | 1,676 | 0.02% | 0.02% | 34 | -692 | -2.1% | Q4 2025 | Feb 05, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 32,250 | 1,672 | 0.21% | 0.26% | 35 | -2,260 | -6.55% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 29,493 | 1,529 | 0.11% | 0.07% | 36 | +13,755 | 87.4% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 28,707 | 1,488 | 0.03% | 0.03% | 37 | -148 | -0.51% | Q4 2025 | Feb 09, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 27,460 | 1,424 | 0.04% | 0.05% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,250 | 1,361 | 0.0% | 0.01% | 39 | +3,983 | 17.89% | Q4 2025 | Feb 18, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 18,856 | 977 | 0.49% | — | 40 | +18,856 | New | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 18,130 | 940 | 0.03% | 0.08% | 41 | -17,342 | -48.89% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,530 | 909 | 0.01% | 0.01% | 42 | +5,945 | 51.32% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,420 | 903 | 0.01% | 0.0% | 43 | +13,417 | 335.17% | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 16,682 | 865 | 0.02% | 0.02% | 44 | +846 | 5.34% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 14,823 | 768 | 0.01% | 0.01% | 45 | +7,931 | 115.08% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Reduced | 14,791 | 767 | 0.02% | 0.03% | 46 | -4,000 | -21.29% | Q4 2025 | Jan 30, 2026 |
| Quadrature Capital Ltd | History | New | 14,072 | 729 | 0.01% | — | 47 | +14,072 | New | Q4 2025 | Feb 17, 2026 |
| WealthCare Investment Partners, LLC | History | New | 13,638 | 715 | 0.21% | — | 48 | +13,638 | New | Q4 2025 | Jan 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,647 | 707 | 0.05% | 0.05% | 49 | +1,281 | 10.36% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | Added to | 13,042 | 676 | 0.03% | 0.05% | 50 | +3,615 | 38.35% | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | Reduced | 12,964 | 672 | 0.04% | 0.05% | 51 | -824 | -5.98% | Q4 2025 | Jan 30, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 12,676 | 657 | 0.32% | 0.17% | 52 | +6,676 | 111.27% | Q4 2025 | Jan 26, 2026 |
| Vivaldi Capital Management LP | History | Added to | 12,191 | 632 | 0.09% | 0.08% | 53 | +1,073 | 9.65% | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | Added to | 12,082 | 626 | 0.09% | 0.1% | 54 | +485 | 4.18% | Q4 2025 | Jan 22, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 12,039 | 624 | 0.05% | 0.04% | 55 | -502 | -4.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,974 | 621 | 0.01% | 0.01% | 56 | -1,675 | -12.27% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,698 | 554 | 0.02% | 0.02% | 57 | +633 | 6.29% | Q4 2025 | Feb 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 10,254 | 531 | 0.02% | 0.02% | 58 | +1,461 | 16.62% | Q4 2025 | Feb 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 10,200 | 529 | 0.15% | 0.14% | 59 | +2,355 | 30.02% | Q4 2025 | Feb 10, 2026 |
| EPG Wealth Management LLC | History | Added to | 10,158 | 526 | 0.14% | 0.12% | 60 | +1,928 | 23.43% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,046 | 521 | 0.0% | 0.0% | 61 | +354 | 3.65% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,631 | 499 | 0.0% | 0.0% | 62 | +3,150 | 48.6% | Q4 2025 | Mar 16, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 9,589 | 497 | 0.07% | 0.06% | 63 | +1,343 | 16.29% | Q4 2025 | Jan 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,569 | 496 | 0.0% | 0.0% | 64 | +21 | 0.22% | Q4 2025 | Jan 29, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 9,374 | 486 | 0.24% | 0.25% | 65 | -50 | -0.53% | Q4 2025 | Feb 19, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 9,130 | 473 | 0.34% | 0.37% | 66 | -361 | -3.8% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 8,797 | 456 | 0.0% | 0.0% | 67 | -1,002 | -10.23% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,575 | 449 | 0.03% | 0.04% | 68 | -401 | -4.47% | Q4 2025 | Jan 15, 2026 |
| CHOREO, LLC | History | Added to | 8,414 | 441 | 0.01% | 0.0% | 69 | +1,225 | 17.04% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,372 | 434 | 0.0% | 0.0% | 70 | +213 | 2.61% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | No change | 7,845 | 407 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,842 | 406 | 0.02% | 0.02% | 72 | +1,325 | 20.33% | Q4 2025 | Feb 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 7,217 | 374 | 0.06% | — | 73 | +7,217 | New | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,069 | 367 | 0.01% | 0.01% | 74 | +2,060 | 41.13% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 6,534 | 338 | 0.0% | 0.0% | 75 | +438 | 7.19% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 6,061 | 333 | 0.07% | 0.08% | 76 | +55 | 0.92% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,026 | 312 | 0.02% | 0.02% | 77 | -30 | -0.5% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,951 | 308 | 0.01% | 0.0% | 78 | +1,288 | 27.62% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,009 | 302 | 0.01% | 0.01% | 79 | +134 | 2.28% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,569 | 288 | 0.0% | — | 80 | +5,569 | New | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,527 | 286 | 0.0% | 0.0% | 81 | -290 | -4.99% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,517 | 286 | 0.0% | 0.0% | 82 | +90 | 1.66% | Q4 2025 | Jan 29, 2026 |
| Virtus Family Office LLC | History | New | 5,449 | 282 | 0.24% | — | 83 | +5,449 | New | Q4 2025 | Feb 03, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 5,333 | 276 | 0.11% | 0.12% | 84 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 4,980 | 258 | 0.0% | — | 85 | +4,980 | New | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 4,877 | 253 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 4,867 | 252 | 0.03% | 0.04% | 87 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,827 | 250 | 0.0% | 0.0% | 88 | -5,497 | -53.24% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Added to | 4,711 | 244 | 0.01% | 0.01% | 89 | +313 | 7.12% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 4,566 | 237 | 0.16% | — | 90 | +4,566 | New | Q4 2025 | Feb 02, 2026 |
| JBR Co Financial Management Inc | History | No change | 4,561 | 236 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 4,550 | 235 | 0.0% | — | 92 | +4,550 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 4,550 | 235 | 0.02% | — | 93 | +4,550 | New | Q4 2025 | Feb 02, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 4,514 | 234 | 0.1% | 0.11% | 94 | -282 | -5.88% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,238 | 233 | 0.0% | 0.0% | 95 | +12 | 0.28% | Q4 2025 | Jan 08, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 4,324 | 224 | 0.03% | 0.05% | 96 | -1,442 | -25.01% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,248 | 220 | 0.0% | 0.0% | 97 | +219 | 5.44% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,051 | 210 | 0.0% | 0.0% | 98 | -305 | -7.0% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,986 | 206 | 0.01% | 0.01% | 99 | -560 | -12.32% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 3,900 | 202 | 0.0% | 0.0% | 100 | +2,350 | 151.61% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 3,134 | 171 | 0.01% | — | 101 | +3,134 | New | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,145 | 163 | 0.0% | 0.0% | 102 | +400 | 14.57% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,082 | 159 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,837 | 147 | 0.0% | 0.0% | 104 | -3 | -0.11% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,887 | 97 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Front Row Advisors LLC | History | Reduced | 1,565 | 81 | 0.03% | 0.03% | 106 | -35 | -2.19% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,450 | 75 | 0.0% | 0.0% | 107 | +18 | 1.26% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,388 | 71 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,379 | 71 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | No change | 1,300 | 67 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 1,221 | 63 | 0.0% | 0.0% | 111 | +32 | 2.69% | Q4 2025 | Feb 17, 2026 |
| Graney & King, LLC | History | Reduced | 1,159 | 60 | 0.04% | 0.08% | 112 | -1,159 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 1,133 | 59 | 0.01% | — | 113 | +1,133 | New | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,065 | 55 | 0.0% | 0.0% | 114 | -1,257 | -54.13% | Q4 2025 | Jan 13, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 1,077 | 55 | 0.02% | 0.02% | 115 | +100 | 10.24% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | No change | 1,045 | 54 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Main Management LLC | History | Reduced | 999 | 52 | 0.0% | 0.0% | 117 | -88 | -8.1% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 980 | 50 | 0.0% | 0.0% | 118 | +780 | 390.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 907 | 47 | 0.0% | — | 119 | +907 | New | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 42 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 755 | 39 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 653 | 33 | 0.02% | 0.03% | 122 | -653 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 620 | 32 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 616 | 31 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 510 | 26 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 507 | 26 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Root Financial Partners, LLC | History | No change | 520 | 26 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 489 | 25 | 0.0% | 0.0% | 128 | -2,704 | -84.69% | Q4 2025 | Jan 29, 2026 |
| BFSG, LLC | History | No change | 500 | 25 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Richardson Capital Management LLC | History | New | 466 | 24 | 0.01% | — | 130 | +466 | New | Q4 2025 | Jan 30, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 425 | 22 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 409 | 21 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 377 | 19 | 0.0% | 0.01% | 134 | -7 | -1.82% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | No change | 372 | 19 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Independence Bank of Kentucky | History | No change | 300 | 15 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 300 | 15 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | New | 277 | 14 | 0.0% | — | 139 | +277 | New | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | No change | 280 | 14 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD Capital Management LLC | History | No change | 275 | 14 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 258 | 13 | 0.0% | 0.0% | 140 | +213 | 473.33% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 258 | 13 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 250 | 13 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 250 | 12 | 0.0% | 0.0% | 144 | -823 | -76.7% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 245 | 12 | 0.0% | — | 145 | +245 | New | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 240 | 12 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gen-Wealth Partners Inc | History | New | 231 | 11 | 0.0% | — | 147 | +231 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 229 | 11 | 0.0% | — | 146 | +229 | New | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 225 | 11 | 0.01% | 0.0% | 148 | +174 | 341.18% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 211 | 10 | 0.0% | 0.0% | 149 | +176 | 502.86% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 196 | 10 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 10 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| American Capital Advisory, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 181 | 9 | 0.0% | — | 154 | +181 | New | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 188 | 9 | 0.0% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 155 | 8 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | No change | 170 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 162 | 8 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 144 | 7 | 0.0% | 0.0% | 158 | +35 | 32.11% | Q4 2025 | Feb 03, 2026 |
| Accordant Advisory Group Inc | History | No change | 152 | 7 | 0.0% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 133 | 6 | 0.0% | — | 160 | +133 | New | Q4 2025 | Feb 11, 2026 |
| Darwin Wealth Management, LLC | History | New | 123 | 6 | 0.0% | — | 162 | +123 | New | Q4 2025 | Jan 22, 2026 |
| Roble, Belko & Company, Inc | History | No change | 108 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 98 | 5 | 0.0% | — | 164 | +93 | 1860.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 90 | 4 | 0.0% | — | 165 | +90 | New | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | New | 83 | 4 | 0.0% | — | 166 | +83 | New | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 50 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 25 | 1 | 0.0% | — | 174 | +25 | New | Q4 2025 | Feb 19, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Concord Wealth Partners | History | No change | 35 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Compass Financial Services Inc | History | No change | 25 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,374 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,171 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -7,937 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,535 | -100.0% | Q3 2025 | Oct 23, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,361 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,179 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -784 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -230 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Measured Wealth Private Client Group, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Arax Advisory Partners | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |