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 | No change | 896,246 | 50,422 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 635,762 | 35,767 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 509,032 | 28,638 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 349,492 | 19,662 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 285,440 | 16,058 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 255,673 | 14,387 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 200,349 | 11,867 | 1.58% | 1.49% | 7 | -643 | -0.32% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 208,600 | 11,736 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 194,803 | 11,538 | 0.01% | 0.01% | 9 | -4,378 | -2.2% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 201,585 | 11,341 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 191,463 | 10,772 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 158,860 | 8,937 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 130,956 | 7,757 | 0.02% | 0.02% | 13 | -15,322 | -10.47% | Q3 2026 | Nov 02, 2026 |
| Rockport Wealth LLC | History | Reduced | 126,059 | 7,466 | 1.31% | 1.49% | 14 | -31,383 | -19.93% | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 91,075 | 5,123 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 88,790 | 4,995 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 79,338 | 4,463 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 74,616 | 4,419 | 1.31% | 1.17% | 18 | +11,408 | 18.05% | Q3 2026 | Nov 03, 2026 |
| UBS Group AG | History | No change | 77,708 | 4,371 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 70,341 | 3,957 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 63,541 | 3,575 | 0.33% | 0.33% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABLE Financial Group, LLC | History | Added to | 60,048 | 3,556 | 0.56% | 0.52% | 22 | +4,951 | 8.99% | Q3 2026 | Oct 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 63,186 | 3,554 | 0.19% | 0.19% | 23 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 60,222 | 3,388 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Banco Santander, S.A. | History | No change | 55,896 | 3,144 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,342 | 2,863 | 0.01% | 0.01% | 26 | +611 | 1.28% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 46,908 | 2,639 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 46,128 | 2,595 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 38,672 | 2,290 | 0.5% | 0.72% | 29 | -19,824 | -33.89% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 38,478 | 2,164 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 30,976 | 1,834 | 0.11% | 0.11% | 31 | -543 | -1.72% | Q3 2026 | Oct 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 31,541 | 1,774 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 28,529 | 1,605 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 27,460 | 1,544 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 25,495 | 1,434 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 23,757 | 1,407 | 0.0% | 0.0% | 36 | -2,843 | -10.69% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 24,575 | 1,382 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 24,208 | 1,361 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Added to | 20,755 | 1,229 | 0.02% | 0.02% | 39 | +1,528 | 7.95% | Q3 2026 | Nov 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 20,315 | 1,203 | 0.01% | 0.01% | 40 | -2,547 | -11.14% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,654 | 1,161 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,860 | 1,061 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 17,498 | 1,036 | 0.01% | 0.01% | 43 | -28,289 | -61.78% | Q3 2026 | Oct 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,243 | 1,026 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 14,157 | 838 | 0.09% | 0.08% | 45 | +787 | 5.89% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,968 | 833 | 0.05% | 0.05% | 46 | +200 | 1.45% | Q3 2026 | Nov 02, 2026 |
| CERTUITY, LLC | History | Added to | 13,914 | 824 | 0.04% | 0.04% | 47 | +948 | 7.31% | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 14,255 | 801 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Financial, LLC | History | Added to | 13,417 | 794 | 0.09% | 0.08% | 49 | +1,423 | 11.86% | Q3 2026 | Oct 23, 2026 |
| Cottage Street Advisors LLC | History | Added to | 13,077 | 774 | 0.3% | 0.16% | 50 | +5,653 | 76.14% | Q3 2026 | Oct 16, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,616 | 772 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 13,502 | 759 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 13,269 | 746 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 12,412 | 735 | 0.17% | 0.16% | 54 | +300 | 2.48% | Q3 2026 | Nov 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,323 | 693 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,623 | 688 | 0.01% | 0.01% | 56 | +1,482 | 14.61% | Q3 2026 | Oct 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,755 | 661 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,657 | 655 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 9,936 | 588 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 9,417 | 557 | 0.01% | 0.01% | 60 | -244 | -2.53% | Q3 2026 | Oct 19, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 9,866 | 555 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 9,598 | 539 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 8,940 | 529 | 0.34% | 0.33% | 63 | -70 | -0.78% | Q3 2026 | Oct 27, 2026 |
| CHOREO, LLC | History | Added to | 8,584 | 508 | 0.01% | 0.01% | 64 | +168 | 2.0% | Q3 2026 | Oct 28, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 8,918 | 501 | 0.21% | 0.21% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 8,173 | 484 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,531 | 479 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 7,790 | 461 | 0.04% | 0.03% | 68 | +1,345 | 20.87% | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | No change | 8,095 | 455 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,688 | 432 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Western Wealth Management, LLC | History | No change | 7,637 | 429 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,481 | 420 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,126 | 400 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 7,063 | 397 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,653 | 393 | 0.0% | 0.0% | 75 | +2,515 | 60.78% | Q3 2026 | Oct 13, 2026 |
| Summit Financial, LLC | History | No change | 6,880 | 387 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 6,267 | 371 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,370 | 358 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 6,326 | 355 | 0.23% | 0.23% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,195 | 348 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Added to | 5,864 | 347 | 0.07% | 0.07% | 82 | +550 | 10.35% | Q3 2026 | Oct 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,184 | 347 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 6,061 | 345 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 6,000 | 337 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Added to | 5,616 | 332 | 0.0% | 0.0% | 85 | +1,709 | 43.74% | Q3 2026 | Oct 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,861 | 329 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,464 | 324 | 0.01% | 0.01% | 87 | -410 | -6.98% | Q3 2026 | Oct 22, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,733 | 322 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtus Family Office LLC | History | No change | 5,449 | 322 | 0.25% | 0.24% | 89 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 5,301 | 313 | 0.0% | 0.0% | 90 | +751 | 16.51% | Q3 2026 | Oct 20, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,280 | 312 | 0.02% | 0.02% | 91 | -1,117 | -17.46% | Q3 2026 | Oct 26, 2026 |
| Atria Investments, Inc | History | Reduced | 5,073 | 300 | 0.0% | 0.0% | 92 | -571 | -10.12% | Q3 2026 | Oct 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,266 | 296 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Magnus Financial Group LLC | History | Added to | 4,883 | 289 | 0.02% | 0.02% | 94 | +927 | 23.43% | Q3 2026 | Oct 21, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 4,866 | 288 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | Reduced | 4,586 | 271 | 0.01% | 0.01% | 96 | -109 | -2.32% | Q3 2026 | Oct 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,787 | 269 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 4,550 | 269 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,499 | 267 | 0.0% | 0.0% | 99 | -26 | -0.57% | Q3 2026 | Oct 26, 2026 |
| JBR Co Financial Management Inc | History | No change | 4,598 | 260 | 0.1% | 0.09% | 100 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PFG Investments, LLC | History | No change | 4,605 | 259 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,215 | 249 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,271 | 238 | 0.0% | 0.0% | 103 | -600 | -12.32% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,129 | 232 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 4,035 | 227 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,000 | 225 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 3,827 | 215 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,670 | 206 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 3,386 | 200 | 0.0% | — | 109 | +3,386 | New | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,800 | 165 | 0.02% | 0.01% | 110 | +100 | 3.7% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 2,577 | 145 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,000 | 112 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Front Row Advisors LLC | History | No change | 1,563 | 93 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richardson Capital Management LLC | History | No change | 1,546 | 91 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,359 | 80 | 0.0% | 0.0% | 115 | -93 | -6.4% | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 1,423 | 80 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,284 | 72 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,192 | 70 | 0.0% | 0.0% | 118 | +235 | 24.56% | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,101 | 65 | 0.0% | 0.0% | 119 | +21 | 1.94% | Q3 2026 | Oct 08, 2026 |
| Graney & King, LLC | History | No change | 1,159 | 65 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,078 | 63 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 1,063 | 59 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 56 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 800 | 48 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 787 | 46 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 722 | 40 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Bank, N.A. | History | No change | 705 | 39 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 616 | 34 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 575 | 32 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 555 | 31 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 507 | 30 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Manchester Capital Management LLC | History | No change | 500 | 29 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BFSG, LLC | History | No change | 500 | 29 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Allied Private Wealth LLC | History | No change | 530 | 29 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 495 | 27 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | New | 424 | 25 | 0.0% | — | 137 | +424 | New | Q3 2026 | Oct 21, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 425 | 25 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 404 | 23 | 0.01% | 0.0% | 140 | +103 | 34.22% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 395 | 23 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 420 | 23 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 372 | 22 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 400 | 22 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Equity Partners, LLC | History | New | 366 | 21 | 0.01% | — | 143 | +366 | New | Q3 2026 | Oct 29, 2026 |
| Main Management LLC | History | No change | 342 | 19 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 294 | 16 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 277 | 16 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 258 | 15 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 258 | 15 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TD Capital Management LLC | History | No change | 275 | 15 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 280 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Polaris Financial Partners | History | New | 229 | 14 | 0.01% | — | 152 | +229 | New | Q3 2026 | Oct 02, 2026 |
| Centerpoint Advisors, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 229 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 243 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 11 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 201 | 11 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Capital Advisory, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 174 | 10 | 0.01% | 0.01% | 159 | -51 | -22.67% | Q3 2026 | Oct 26, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 182 | 10 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 155 | 9 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Coston, McIsaac & Partners | History | No change | 162 | 9 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 141 | 8 | 0.0% | 0.0% | 164 | -58 | -29.15% | Q3 2026 | Oct 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 150 | 8 | 0.01% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 150 | 8 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Accordant Advisory Group Inc | History | No change | 151 | 8 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 124 | 7 | 0.0% | — | 167 | +124 | New | Q3 2026 | Oct 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 132 | 7 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 108 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kiker Wealth Management, LLC | History | No change | 113 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 89 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 83 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Downshift Financial, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 50 | 2 | 0.0% | 0.0% | 174 | -4 | -7.41% | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 45 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concord Wealth Partners | History | No change | 35 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bernard Wealth Management Corp. | History | No change | 50 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 23 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -37,400 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CPR Investments Inc. | History | Closed out | 0 | 0 | — | 0.68% | — | -15,693 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Five Pine Wealth Management | History | Closed out | 0 | 0 | — | 0.12% | — | -3,696 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,656 | -100.0% | Q3 2026 | Oct 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Kroeger Financial Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -119 | -100.0% | Q3 2026 | Oct 19, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordant, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |