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 | Reduced | 873,589 | 40,325 | 0.01% | 0.01% | 1 | -83,078 | -8.68% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 729,483 | 33,673 | 0.0% | 0.0% | 2 | +28,788 | 4.11% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 492,874 | 22,751 | 0.0% | 0.0% | 3 | +61,725 | 14.32% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 434,161 | 20,040 | 0.0% | 0.0% | 4 | +55,702 | 14.72% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 231,024 | 10,664 | 0.0% | 0.0% | 5 | +32,836 | 16.57% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 226,020 | 10,429 | 0.0% | 0.0% | 6 | -12,913 | -5.4% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 225,517 | 10,410 | 0.0% | 0.0% | 7 | +17,495 | 8.41% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Added to | 207,529 | 9,579 | 1.34% | 1.24% | 8 | +34,118 | 19.67% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 194,207 | 8,964 | 0.0% | 0.0% | 9 | +24,051 | 14.13% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 192,913 | 8,904 | 0.01% | 0.01% | 10 | +19,479 | 11.23% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 175,098 | 8,083 | 0.01% | 0.01% | 11 | +958 | 0.55% | Q1 2026 | May 15, 2026 |
| Rockport Wealth LLC | History | Reduced | 168,286 | 7,777 | 1.42% | 1.76% | 12 | -6,369 | -3.65% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 162,192 | 7,486 | 0.01% | 0.02% | 13 | -84,200 | -34.17% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 157,738 | 7,281 | 0.0% | 0.01% | 14 | -59,554 | -27.41% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 134,998 | 6,232 | 0.02% | 0.02% | 15 | +20,941 | 18.36% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 113,881 | 5,257 | 0.01% | 0.01% | 16 | +3,073 | 2.77% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 89,946 | 4,151 | 0.16% | 0.25% | 17 | +46,582 | 107.42% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 89,361 | 4,124 | 0.0% | 0.0% | 18 | -11,770 | -11.64% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 88,547 | 4,087 | 0.0% | — | 19 | +88,547 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 80,649 | 3,722 | 0.03% | 0.04% | 20 | +18,627 | 30.03% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 74,512 | 3,439 | 0.0% | 0.0% | 21 | -1,372 | -1.81% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 66,856 | 3,086 | 0.0% | 0.0% | 22 | -6,166 | -8.44% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 62,763 | 2,897 | 0.01% | 0.01% | 23 | +4,579 | 7.87% | Q1 2026 | Apr 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 62,029 | 2,863 | 0.17% | — | 24 | +62,029 | New | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 61,774 | 2,852 | 0.03% | 0.04% | 25 | -5,304 | -7.91% | Q1 2026 | May 12, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 61,530 | 2,840 | 0.6% | 0.73% | 26 | +3,352 | 5.76% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 61,141 | 2,822 | 0.0% | 0.0% | 27 | +56,314 | 1166.65% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 58,847 | 2,716 | 0.0% | 0.0% | 28 | -24,670 | -29.54% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | No change | 55,896 | 2,580 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 49,362 | 2,278 | 0.54% | 0.55% | 30 | +4,222 | 9.35% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 43,453 | 2,005 | 0.01% | 0.01% | 31 | -6,875 | -13.66% | Q1 2026 | May 04, 2026 |
| IronBridge Private Wealth, LLC | History | New | 37,963 | 1,752 | 0.57% | — | 32 | +37,963 | New | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | No change | 37,400 | 1,726 | 0.11% | 0.13% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 32,882 | 1,517 | 0.06% | 0.06% | 34 | -412 | -1.24% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,277 | 1,489 | 0.0% | 0.0% | 35 | -1,900 | -5.56% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 31,670 | 1,461 | 0.11% | 0.11% | 36 | +2,177 | 7.38% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 29,158 | 1,345 | 0.01% | — | 37 | +29,158 | New | Q1 2026 | May 12, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 27,460 | 1,267 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 26,935 | 1,243 | 0.16% | 0.21% | 39 | -5,315 | -16.48% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,484 | 1,222 | 0.0% | 0.0% | 40 | +234 | 0.89% | Q1 2026 | Jun 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 22,082 | 1,019 | 0.02% | 0.02% | 41 | +5,400 | 32.37% | Q1 2026 | May 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,798 | 913 | 0.01% | 0.01% | 42 | +2,378 | 13.65% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 18,890 | 871 | 0.01% | 0.03% | 43 | -9,817 | -34.2% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 18,358 | 847 | 0.0% | 0.0% | 44 | -20,400 | -52.63% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,234 | 841 | 0.01% | 0.01% | 45 | +704 | 4.02% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 17,270 | 797 | 0.01% | 0.01% | 46 | +2,447 | 16.51% | Q1 2026 | Apr 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 14,542 | 680 | 0.04% | 0.03% | 47 | +1,500 | 11.5% | Q1 2026 | May 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 13,601 | 642 | 0.18% | 0.21% | 48 | -37 | -0.27% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,718 | 633 | 0.0% | — | 49 | +13,718 | New | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,039 | 624 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 13,400 | 618 | 0.16% | 0.15% | 52 | +3,200 | 31.37% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,224 | 618 | 0.04% | 0.05% | 51 | -423 | -3.1% | Q1 2026 | May 01, 2026 |
| Vivaldi Capital Management LP | History | Added to | 13,030 | 601 | 0.08% | 0.09% | 53 | +839 | 6.88% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | No change | 12,964 | 598 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Added to | 12,589 | 581 | 0.08% | 0.09% | 55 | +507 | 4.2% | Q1 2026 | Apr 22, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 12,420 | 573 | 0.07% | 0.07% | 56 | +2,831 | 29.52% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,208 | 563 | 0.01% | 0.01% | 57 | +808 | 7.09% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 11,757 | 542 | 0.01% | 0.02% | 58 | -20,569 | -63.63% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 11,648 | 537 | 0.01% | 0.01% | 59 | -326 | -2.72% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,618 | 536 | 0.0% | — | 60 | +11,618 | New | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 11,052 | 510 | 0.14% | 0.14% | 61 | +894 | 8.8% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,696 | 493 | 0.0% | 0.0% | 62 | +650 | 6.47% | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,651 | 491 | 0.02% | 0.02% | 63 | -47 | -0.44% | Q1 2026 | May 04, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 10,166 | 469 | 0.09% | 0.11% | 64 | +4,833 | 90.62% | Q1 2026 | Apr 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,577 | 442 | 0.01% | 0.02% | 65 | -677 | -6.6% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,504 | 438 | 0.0% | 0.0% | 66 | -65 | -0.68% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 9,297 | 429 | 0.0% | 0.0% | 67 | +500 | 5.68% | Q1 2026 | May 14, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 9,139 | 421 | 0.21% | 0.24% | 68 | -235 | -2.51% | Q1 2026 | May 11, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 9,110 | 420 | 0.3% | 0.34% | 69 | -20 | -0.22% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,478 | 391 | 0.03% | 0.03% | 70 | -97 | -1.13% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | No change | 8,414 | 388 | 0.0% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 8,095 | 374 | 0.0% | 0.0% | 72 | +250 | 3.19% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 7,752 | 358 | 0.01% | 0.03% | 73 | -10,378 | -57.24% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,652 | 353 | 0.01% | 0.02% | 74 | -190 | -2.42% | Q1 2026 | May 19, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,631 | 352 | 0.0% | 0.0% | 75 | -2,000 | -20.77% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 7,217 | 333 | 0.05% | 0.06% | 76 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,180 | 331 | 0.01% | 0.01% | 77 | +1,229 | 20.65% | Q1 2026 | May 11, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 6,061 | 312 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,731 | 310 | 0.02% | 0.02% | 79 | +705 | 11.7% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Reduced | 6,364 | 293 | 0.0% | 0.0% | 80 | -170 | -2.6% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,317 | 291 | 0.02% | 0.01% | 81 | +4,430 | 234.76% | Q1 2026 | May 15, 2026 |
| Gerald Baker Financial Group LLC | History | New | 6,266 | 289 | 0.09% | — | 82 | +6,266 | New | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,175 | 285 | 0.01% | — | 84 | +6,175 | New | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,192 | 285 | 0.01% | 0.01% | 83 | +183 | 3.05% | Q1 2026 | Apr 23, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 6,000 | 277 | 0.17% | 0.32% | 85 | -6,676 | -52.67% | Q1 2026 | Apr 08, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,754 | 266 | 0.01% | 0.01% | 86 | -1,315 | -18.6% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 5,774 | 266 | 0.0% | 0.0% | 87 | +205 | 3.68% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,047 | 261 | 0.0% | 0.0% | 88 | -480 | -8.68% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,615 | 259 | 0.0% | 0.0% | 89 | +98 | 1.78% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,456 | 251 | 0.0% | — | 91 | +5,456 | New | Q1 2026 | May 14, 2026 |
| Virtus Family Office LLC | History | No change | 5,449 | 251 | 0.21% | 0.24% | 90 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Authentikos Wealth Advisory, LLC | History | New | 5,433 | 250 | 0.17% | — | 92 | +5,433 | New | Q1 2026 | May 07, 2026 |
| CPR Investments Inc. | History | New | 5,247 | 242 | 0.16% | — | 93 | +5,247 | New | Q1 2026 | Apr 16, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 4,566 | 237 | 0.17% | 0.16% | 94 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JBR Co Financial Management Inc | History | No change | 4,561 | 236 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 4,867 | 224 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Reduced | 4,728 | 218 | 0.01% | 0.02% | 97 | -10,063 | -68.03% | Q1 2026 | May 04, 2026 |
| Accel Wealth Management | History | New | 4,713 | 217 | 0.06% | — | 98 | +4,713 | New | Q1 2026 | Apr 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 4,550 | 210 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 4,550 | 210 | 0.01% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 4,535 | 209 | 0.0% | — | 101 | +4,535 | New | Q1 2026 | Apr 07, 2026 |
| Cottage Street Advisors LLC | History | No change | 4,514 | 208 | 0.09% | 0.1% | 102 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | New | 4,421 | 204 | 0.0% | — | 103 | +4,421 | New | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 4,036 | 186 | 0.0% | 0.0% | 104 | +136 | 3.49% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,163 | 146 | 0.0% | 0.0% | 105 | +18 | 0.57% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,134 | 146 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,700 | 124 | 0.01% | 0.02% | 107 | -382 | -12.39% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,669 | 123 | 0.0% | 0.0% | 108 | -168 | -5.92% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 1,565 | 72 | 0.02% | 0.03% | 109 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Richardson Capital Management LLC | History | Added to | 1,546 | 71 | 0.03% | 0.01% | 110 | +1,080 | 231.76% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,452 | 67 | 0.0% | 0.0% | 111 | +2 | 0.14% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,410 | 65 | 0.0% | 0.0% | 112 | +1,170 | 487.5% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,388 | 64 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Graney & King, LLC | History | No change | 1,159 | 53 | 0.03% | 0.04% | 114 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,080 | 49 | 0.0% | 0.0% | 115 | +15 | 1.41% | Q1 2026 | Apr 07, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,077 | 49 | 0.01% | 0.02% | 116 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,059 | 48 | 0.0% | 0.0% | 118 | +79 | 8.06% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | No change | 1,045 | 48 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 1,030 | 47 | 0.0% | 0.0% | 119 | -191 | -15.64% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 755 | 39 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 825 | 38 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 37 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 792 | 36 | 0.0% | — | 123 | +792 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 787 | 36 | 0.0% | — | 124 | +787 | New | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 770 | 35 | 0.0% | 0.0% | 125 | +626 | 434.72% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 724 | 33 | 0.0% | 0.0% | 126 | -183 | -20.18% | Q1 2026 | Apr 07, 2026 |
| Community Bank, N.A. | History | New | 705 | 32 | 0.0% | — | 127 | +705 | New | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 653 | 30 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 616 | 28 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 489 | 25 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 514 | 23 | 0.0% | — | 133 | +514 | New | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | New | 500 | 23 | 0.0% | — | 134 | +500 | New | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 507 | 23 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 420 | 19 | 0.0% | 0.0% | 136 | -200 | -32.26% | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 425 | 19 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Added to | 400 | 18 | 0.0% | 0.0% | 137 | +230 | 135.29% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 409 | 18 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 372 | 17 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Dunhill Financial, LLC | History | Reduced | 303 | 14 | 0.0% | 0.0% | 140 | -74 | -19.63% | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 301 | 13 | 0.0% | 0.0% | 141 | +70 | 30.3% | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 300 | 13 | 0.0% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | No change | 275 | 12 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | No change | 277 | 12 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Main Management LLC | History | Reduced | 237 | 11 | 0.0% | 0.0% | 148 | -762 | -76.28% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 258 | 11 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 258 | 11 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 245 | 11 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 211 | 10 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 229 | 10 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 196 | 10 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IMG Wealth Management, Inc. | History | No change | 225 | 10 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 200 | 9 | 0.0% | 0.0% | 154 | +67 | 50.38% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 181 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 155 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Coston, McIsaac & Partners | History | No change | 162 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 132 | 6 | 0.01% | 0.0% | 160 | +88 | 200.0% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 150 | 6 | 0.0% | 0.0% | 159 | -38 | -20.21% | Q1 2026 | Apr 14, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 151 | 6 | 0.0% | 0.0% | 161 | -1 | -0.66% | Q1 2026 | May 11, 2026 |
| Kiker Wealth Management, LLC | History | New | 113 | 5 | 0.0% | — | 164 | +113 | New | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 120 | 5 | 0.0% | 0.0% | 163 | +22 | 22.45% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 108 | 5 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Triumph Capital Management | History | No change | 90 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 54 | 2 | 0.0% | 0.0% | 166 | -1,325 | -96.08% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 169 | -202 | -80.8% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 49 | 2 | 0.0% | 0.0% | 170 | -74 | -60.16% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 50 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -79,130 | -100.0% | Q1 2026 | May 01, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -18,856 | -100.0% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,072 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,372 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,980 | -100.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,877 | -100.0% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,711 | -100.0% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,324 | -100.0% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,248 | -100.0% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,238 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,051 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,986 | -100.0% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,133 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 12, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 05, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 01, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 01, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |