FIRST TRUST EXCHANGE-TRADED FUND VI - ROBT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 896,246 | 50,422 | 0.01% | 0.01% | 1 | +22,657 | 2.59% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 635,762 | 35,767 | 0.0% | 0.0% | 2 | -93,721 | -12.85% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 509,032 | 28,638 | 0.0% | 0.0% | 3 | +16,158 | 3.28% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 349,492 | 19,662 | 0.0% | 0.0% | 4 | -84,669 | -19.5% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 285,440 | 16,058 | 0.0% | 0.0% | 5 | +54,416 | 23.55% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 255,673 | 14,387 | 0.0% | 0.0% | 6 | +29,653 | 13.12% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 208,600 | 11,736 | 0.0% | 0.0% | 7 | -16,917 | -7.5% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 201,585 | 11,341 | 0.0% | 0.0% | 8 | +7,378 | 3.8% | Q2 2026 | Aug 14, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 200,992 | 11,307 | 1.49% | 1.34% | 9 | -6,537 | -3.15% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 199,181 | 11,205 | 0.01% | 0.01% | 10 | +6,268 | 3.25% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 191,463 | 10,772 | 0.01% | 0.01% | 11 | +16,365 | 9.35% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 158,860 | 8,937 | 0.01% | 0.01% | 12 | -3,332 | -2.05% | Q2 2026 | Aug 12, 2026 |
| Rockport Wealth LLC | History | Reduced | 157,442 | 8,857 | 1.49% | 1.42% | 13 | -10,844 | -6.44% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 146,278 | 8,230 | 0.02% | 0.02% | 14 | +11,280 | 8.36% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 91,075 | 5,123 | 0.0% | 0.0% | 15 | +1,714 | 1.92% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 88,790 | 4,995 | 0.01% | 0.01% | 16 | -25,091 | -22.03% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 79,338 | 4,463 | 0.0% | 0.0% | 17 | +4,826 | 6.48% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 77,708 | 4,371 | 0.0% | 0.0% | 18 | +10,852 | 16.23% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 70,341 | 3,957 | 0.0% | 0.0% | 19 | -18,206 | -20.56% | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 63,541 | 3,575 | 0.33% | 0.6% | 20 | +2,011 | 3.27% | Q2 2026 | Aug 14, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 63,208 | 3,556 | 1.17% | 0.57% | 21 | +25,245 | 66.5% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 60,222 | 3,388 | 0.03% | 0.03% | 22 | -1,552 | -2.51% | Q2 2026 | Jul 24, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 58,496 | 3,290 | 0.72% | 0.54% | 23 | +9,134 | 18.5% | Q2 2026 | Jul 27, 2026 |
| Banco Santander, S.A. | History | No change | 55,896 | 3,144 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ABLE Financial Group, LLC | History | New | 55,097 | 3,099 | 0.52% | — | 25 | +55,097 | New | Q2 2026 | Jul 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 62,029 | 2,863 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 47,731 | 2,685 | 0.01% | 0.01% | 27 | -15,032 | -23.95% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | New | 46,908 | 2,639 | 0.01% | — | 28 | +46,908 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 46,128 | 2,595 | 0.01% | 0.01% | 29 | +2,675 | 6.16% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 45,787 | 2,575 | 0.01% | 0.0% | 30 | +36,283 | 381.77% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 38,478 | 2,164 | 0.0% | 0.0% | 31 | -119,260 | -75.61% | Q2 2026 | Aug 12, 2026 |
| Avestar Capital, LLC | History | No change | 37,400 | 2,104 | 0.12% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 31,541 | 1,774 | 0.06% | 0.06% | 33 | -1,341 | -4.08% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 31,519 | 1,773 | 0.11% | 0.11% | 34 | -151 | -0.48% | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 28,529 | 1,605 | 0.1% | 0.16% | 35 | -61,417 | -68.28% | Q2 2026 | Aug 04, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 27,460 | 1,544 | 0.03% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,600 | 1,496 | 0.0% | 0.0% | 37 | -5,677 | -17.59% | Q2 2026 | Jul 29, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 25,495 | 1,434 | 0.17% | 0.16% | 38 | -1,440 | -5.35% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 24,575 | 1,382 | 0.0% | 0.0% | 39 | -1,909 | -7.21% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,208 | 1,361 | 0.02% | 0.02% | 40 | +2,126 | 9.63% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,862 | 1,286 | 0.01% | 0.01% | 41 | +3,064 | 15.48% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,654 | 1,161 | 0.01% | 0.03% | 42 | -59,995 | -74.39% | Q2 2026 | Sep 08, 2026 |
| RFG Advisory, LLC | History | Added to | 19,227 | 1,081 | 0.02% | 0.01% | 43 | +1,957 | 11.33% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 18,860 | 1,061 | 0.01% | 0.01% | 44 | -30 | -0.16% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,243 | 1,026 | 0.01% | 0.01% | 45 | +9 | 0.05% | Q2 2026 | Aug 11, 2026 |
| CPR Investments Inc. | History | Added to | 15,693 | 882 | 0.68% | 0.16% | 46 | +10,446 | 199.09% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,255 | 801 | 0.0% | 0.0% | 47 | +3,559 | 33.27% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,768 | 780 | 0.05% | 0.04% | 48 | +544 | 4.11% | Q2 2026 | Jul 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,616 | 772 | 0.04% | 0.04% | 49 | -926 | -6.37% | Q2 2026 | Jul 28, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 13,502 | 759 | 0.18% | 0.18% | 50 | -99 | -0.73% | Q2 2026 | Aug 10, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 13,370 | 752 | 0.08% | 0.07% | 51 | +950 | 7.65% | Q2 2026 | Jul 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 13,269 | 746 | 0.17% | 0.16% | 52 | -131 | -0.98% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | Added to | 12,966 | 729 | 0.04% | 0.04% | 53 | +2 | 0.02% | Q2 2026 | Jul 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,323 | 693 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EPG Wealth Management LLC | History | Added to | 12,112 | 681 | 0.16% | 0.14% | 55 | +1,060 | 9.59% | Q2 2026 | Jul 28, 2026 |
| Apollon Financial, LLC | History | Reduced | 11,994 | 674 | 0.08% | 0.08% | 56 | -595 | -4.73% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,755 | 661 | 0.01% | 0.01% | 57 | +107 | 0.92% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,657 | 655 | 0.0% | 0.0% | 58 | -49,484 | -80.93% | Q2 2026 | Aug 14, 2026 |
| Vivaldi Capital Management LP | History | No change | 13,030 | 601 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 10,141 | 570 | 0.01% | 0.01% | 60 | -2,067 | -16.93% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | New | 9,936 | 558 | 0.0% | — | 61 | +9,936 | New | Q2 2026 | Aug 13, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 9,866 | 555 | 0.09% | 0.09% | 62 | -300 | -2.95% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 9,661 | 543 | 0.01% | 0.02% | 63 | -990 | -9.29% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,598 | 539 | 0.02% | 0.01% | 64 | +21 | 0.22% | Q2 2026 | Aug 10, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 9,010 | 506 | 0.33% | 0.3% | 65 | -100 | -1.1% | Q2 2026 | Jul 27, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 8,918 | 501 | 0.21% | 0.21% | 66 | -221 | -2.42% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,531 | 479 | 0.03% | 0.03% | 67 | +53 | 0.63% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | Added to | 8,416 | 473 | 0.01% | 0.0% | 68 | +2 | 0.02% | Q2 2026 | Aug 04, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,173 | 459 | 0.06% | 0.05% | 69 | +956 | 13.25% | Q2 2026 | Jul 20, 2026 |
| BESSEMER GROUP INC | History | No change | 8,095 | 455 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,688 | 432 | 0.0% | 0.0% | 71 | -6,030 | -43.96% | Q2 2026 | Aug 19, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,637 | 429 | 0.01% | 0.01% | 73 | -15 | -0.2% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 9,297 | 429 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,481 | 420 | 0.01% | 0.01% | 74 | +301 | 4.19% | Q2 2026 | Aug 10, 2026 |
| Cottage Street Advisors LLC | History | Added to | 7,424 | 417 | 0.16% | 0.09% | 75 | +2,910 | 64.47% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,126 | 400 | 0.0% | 0.0% | 76 | -505 | -6.62% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 7,063 | 397 | 0.0% | 0.0% | 77 | -11,295 | -61.53% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 6,880 | 387 | 0.0% | 0.0% | 78 | +516 | 8.11% | Q2 2026 | Aug 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 6,445 | 362 | 0.03% | — | 79 | +6,445 | New | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 6,397 | 359 | 0.02% | 0.02% | 80 | -334 | -4.96% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 6,370 | 358 | 0.0% | 0.0% | 81 | +596 | 10.32% | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 6,326 | 355 | 0.23% | 0.17% | 82 | +893 | 16.44% | Q2 2026 | Aug 14, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 6,267 | 352 | 0.1% | 0.09% | 83 | +1 | 0.02% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,195 | 348 | 0.0% | 0.0% | 84 | -5,423 | -46.68% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,184 | 347 | 0.01% | 0.01% | 85 | -8 | -0.13% | Q2 2026 | Jul 21, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 6,000 | 337 | 0.19% | 0.17% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 6,061 | 333 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,874 | 330 | 0.01% | 0.01% | 88 | +120 | 2.09% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,861 | 329 | 0.0% | 0.0% | 89 | +405 | 7.42% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 5,733 | 322 | 0.01% | 0.01% | 90 | -442 | -7.16% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 5,644 | 317 | 0.0% | 0.01% | 91 | -6,113 | -51.99% | Q2 2026 | Jul 28, 2026 |
| Virtus Family Office LLC | History | No change | 5,449 | 306 | 0.24% | 0.21% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Accel Wealth Management | History | Added to | 5,314 | 298 | 0.07% | 0.06% | 93 | +601 | 12.75% | Q2 2026 | Jul 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,266 | 296 | 0.0% | 0.0% | 94 | +845 | 19.11% | Q2 2026 | Aug 18, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,317 | 291 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | New | 4,871 | 274 | 0.0% | — | 96 | +4,871 | New | Q2 2026 | Jul 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 4,866 | 273 | 0.03% | 0.03% | 97 | -1 | -0.02% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,787 | 269 | 0.0% | 0.0% | 98 | -260 | -5.15% | Q2 2026 | Aug 17, 2026 |
| Sigma Planning Corp | History | Reduced | 4,695 | 264 | 0.01% | 0.01% | 99 | -33 | -0.7% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | New | 4,605 | 259 | 0.01% | — | 100 | +4,605 | New | Q2 2026 | Jul 23, 2026 |
| JBR Co Financial Management Inc | History | Added to | 4,598 | 258 | 0.09% | 0.1% | 101 | +37 | 0.81% | Q2 2026 | Jul 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,525 | 255 | 0.0% | 0.0% | 103 | -10 | -0.22% | Q2 2026 | Jul 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 4,550 | 255 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 4,550 | 255 | 0.02% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,215 | 237 | 0.0% | 0.0% | 105 | -1,400 | -24.93% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,138 | 232 | 0.0% | — | 106 | +4,138 | New | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 4,129 | 232 | 0.0% | — | 107 | +4,129 | New | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Reduced | 4,035 | 227 | 0.0% | 0.0% | 108 | -1 | -0.02% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 4,000 | 225 | 0.0% | — | 109 | +4,000 | New | Q2 2026 | Aug 11, 2026 |
| Magnus Financial Group LLC | History | New | 3,956 | 222 | 0.02% | — | 110 | +3,956 | New | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | New | 3,907 | 219 | 0.0% | — | 111 | +3,907 | New | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | New | 3,827 | 215 | 0.0% | — | 112 | +3,827 | New | Q2 2026 | Aug 05, 2026 |
| Five Pine Wealth Management | History | New | 3,696 | 207 | 0.12% | — | 113 | +3,696 | New | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,670 | 206 | 0.0% | 0.0% | 114 | +507 | 16.03% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,700 | 151 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 2,656 | 149 | 0.04% | — | 116 | +2,656 | New | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,577 | 145 | 0.0% | 0.0% | 117 | -92 | -3.45% | Q2 2026 | Aug 03, 2026 |
| Front Row Advisors LLC | History | Reduced | 1,563 | 93 | 0.03% | 0.02% | 118 | -2 | -0.13% | Q2 2026 | Aug 13, 2026 |
| Richardson Capital Management LLC | History | No change | 1,546 | 86 | 0.04% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 1,452 | 81 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 1,423 | 80 | 0.0% | — | 121 | +1,423 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,284 | 72 | 0.0% | 0.0% | 122 | -126 | -8.94% | Q2 2026 | Aug 12, 2026 |
| Graney & King, LLC | History | No change | 1,159 | 65 | 0.02% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 1,078 | 60 | 0.01% | 0.01% | 125 | +1 | 0.09% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,080 | 60 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FMR LLC | History | Added to | 1,063 | 59 | 0.0% | 0.0% | 126 | +33 | 3.2% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,000 | 56 | 0.0% | 0.0% | 127 | -388 | -27.95% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 957 | 53 | 0.0% | 0.0% | 128 | +187 | 24.29% | Q2 2026 | Jul 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 45 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 787 | 44 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 722 | 40 | 0.02% | 0.02% | 131 | +69 | 10.57% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | No change | 705 | 39 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 616 | 34 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 575 | 32 | 0.01% | 0.01% | 134 | -250 | -30.3% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 555 | 31 | 0.0% | — | 135 | +555 | New | Q2 2026 | Aug 06, 2026 |
| Allied Private Wealth LLC | History | New | 530 | 29 | 0.02% | — | 136 | +530 | New | Q2 2026 | Jul 09, 2026 |
| Manchester Capital Management LLC | History | No change | 500 | 28 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 500 | 28 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 507 | 28 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 495 | 27 | 0.0% | 0.0% | 140 | -19 | -3.7% | Q2 2026 | Aug 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 425 | 23 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 420 | 23 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 400 | 22 | 0.01% | 0.0% | 144 | +100 | 33.33% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | Reduced | 395 | 22 | 0.0% | 0.0% | 143 | -5 | -1.25% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 372 | 20 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Main Management LLC | History | Added to | 342 | 19 | 0.0% | 0.0% | 146 | +105 | 44.3% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 409 | 18 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 294 | 16 | 0.0% | 0.0% | 148 | -9 | -2.97% | Q2 2026 | Aug 07, 2026 |
| Gen-Wealth Partners Inc | History | No change | 301 | 16 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Capital Management LLC | History | No change | 275 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 277 | 15 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 258 | 14 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 258 | 14 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Centerpoint Advisors, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 243 | 13 | 0.0% | 0.0% | 155 | -2 | -0.82% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 229 | 12 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 225 | 12 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 200 | 11 | 0.0% | 0.0% | 158 | -859 | -81.11% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 199 | 11 | 0.0% | 0.0% | 161 | -525 | -72.51% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 201 | 11 | 0.0% | 0.0% | 159 | +81 | 67.5% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 196 | 11 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| American Capital Advisory, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 182 | 10 | 0.0% | 0.0% | 163 | +1 | 0.55% | Q2 2026 | Jul 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 162 | 9 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | New | 150 | 8 | 0.0% | — | 168 | +150 | New | Q2 2026 | Jul 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 150 | 8 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 155 | 8 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Accordant Advisory Group Inc | History | No change | 151 | 8 | 0.01% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 132 | 7 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kroeger Financial Partners | History | New | 119 | 6 | 0.01% | — | 172 | +119 | New | Q2 2026 | Jul 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 108 | 6 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kiker Wealth Management, LLC | History | No change | 113 | 6 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 89 | 4 | 0.0% | — | 173 | +89 | New | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | New | 83 | 4 | 0.0% | — | 174 | +83 | New | Q2 2026 | Jul 24, 2026 |
| Downshift Financial, LLC | History | New | 60 | 3 | 0.0% | — | 177 | +60 | New | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 54 | 3 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 50 | 2 | 0.0% | 0.0% | 179 | -150 | -75.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 45 | 2 | 0.0% | 0.0% | 178 | -15 | -25.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bernard Wealth Management Corp. | History | No change | 50 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Concord Wealth Partners | History | New | 35 | 1 | 0.0% | — | 184 | +35 | New | Q2 2026 | Jul 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 182 | -29 | -60.42% | Q2 2026 | Aug 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 23 | 1 | 0.0% | — | 185 | +23 | New | Q2 2026 | Aug 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,847 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -29,158 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,752 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,566 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,134 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,045 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -792 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Cordant, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |