FIRST TRUST EXCHANGE-TRADED FUND - WCMI
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 | 7,296,414 | 142,790 | 0.03% | 0.03% | 1 | +1,253,630 | 20.75% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,768,307 | 93,315 | 0.03% | 0.02% | 2 | +1,106,136 | 30.2% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 4,500,781 | 88,080 | 0.96% | 0.73% | 3 | +809,249 | 21.92% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | New | 4,270,879 | 83,581 | 0.98% | — | 4 | +4,270,879 | New | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,849,621 | 55,767 | 0.01% | 0.01% | 5 | +111,882 | 4.09% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,712,219 | 53,078 | 0.16% | 0.16% | 6 | +136,361 | 5.29% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,347,074 | 45,933 | 0.01% | 0.01% | 7 | -97,979 | -4.01% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,021,827 | 39,567 | 2.11% | 1.97% | 8 | +133,252 | 7.06% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,599,224 | 31,297 | 0.06% | 0.06% | 9 | +150,799 | 10.41% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,564,802 | 30,623 | 0.01% | 0.01% | 10 | +230,227 | 17.25% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 1,540,500 | 25,834 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,252,793 | 24,567 | 0.04% | 0.03% | 12 | +380,667 | 43.65% | Q2 2026 | Jul 15, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 1,200,760 | 23,498 | 6.87% | 6.2% | 13 | -12,643 | -1.04% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,176,012 | 23,014 | 0.04% | 0.03% | 14 | +183,050 | 18.43% | Q2 2026 | Aug 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 1,146,836 | 22,443 | 1.43% | 0.88% | 15 | +379,576 | 49.47% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,112,717 | 21,775 | 0.02% | 0.02% | 16 | +62,171 | 5.92% | Q2 2026 | Aug 05, 2026 |
| Prism Advisors, Inc. | History | Reduced | 1,038,292 | 20,319 | 4.94% | 5.12% | 17 | -105,483 | -9.22% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 921,683 | 18,037 | 0.08% | 0.01% | 18 | +857,041 | 1325.83% | Q2 2026 | Jul 27, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 911,280 | 17,833 | 2.4% | 1.57% | 19 | +318,142 | 53.64% | Q2 2026 | Jul 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 845,808 | 16,552 | 0.17% | 0.18% | 20 | -74,519 | -8.1% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 838,741 | 16,414 | 0.01% | 0.01% | 21 | +109,816 | 15.07% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 829,630 | 16,235 | 0.02% | 0.01% | 22 | +308,162 | 59.1% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 807,735 | 15,807 | 0.24% | 0.22% | 23 | +63,137 | 8.48% | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | History | Reduced | 785,432 | 15,370 | 0.78% | 0.74% | 24 | -499 | -0.06% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | Added to | 758,477 | 14,843 | 0.01% | 0.01% | 25 | +179,183 | 30.93% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 714,658 | 13,985 | 0.01% | 0.02% | 26 | -340,396 | -32.26% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 711,557 | 13,925 | 0.0% | 0.0% | 27 | +710,914 | 110562.05% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 669,758 | 13,107 | 0.02% | 0.01% | 28 | +95,505 | 16.63% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Added to | 617,647 | 12,087 | 0.22% | 0.21% | 29 | +14,445 | 2.39% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 587,422 | 11,495 | 1.42% | 1.34% | 30 | +2,243 | 0.38% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | Added to | 581,366 | 11,377 | 0.08% | 0.26% | 31 | +25,181 | 4.53% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 546,403 | 10,693 | 0.03% | 0.03% | 32 | +20,644 | 3.93% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 525,636 | 10,286 | 0.16% | 0.26% | 33 | +36,968 | 7.57% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | New | 478,665 | 9,367 | 0.06% | — | 34 | +478,665 | New | Q2 2026 | Sep 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 476,043 | 9,316 | 0.27% | 0.1% | 35 | +265,290 | 125.88% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Added to | 466,762 | 9,134 | 0.0% | — | 36 | +466,735 | 1728648.15% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 461,311 | 9,027 | 0.0% | 0.0% | 37 | +439,688 | 2033.43% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 454,896 | 8,902 | 0.03% | 0.01% | 38 | +257,424 | 130.36% | Q2 2026 | Aug 13, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 436,175 | 8,535 | 3.31% | 2.82% | 39 | -41,155 | -8.62% | Q2 2026 | Jul 29, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 433,206 | 8,477 | 1.34% | — | 40 | +433,206 | New | Q2 2026 | Aug 14, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 426,643 | 8,349 | 3.73% | 3.22% | 41 | +75,282 | 21.43% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 410,930 | 8,041 | 0.04% | 0.04% | 42 | -2,483 | -0.6% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 410,588 | 8,035 | 0.08% | 0.06% | 43 | +84,591 | 25.95% | Q2 2026 | Jul 27, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 396,906 | 7,957 | 0.42% | 1.84% | 44 | -1,153,284 | -74.4% | Q2 2026 | Aug 14, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 366,934 | 7,180 | 1.46% | 0.95% | 45 | +100,670 | 37.81% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | New | 363,210 | 7,108 | 0.01% | — | 46 | +363,210 | New | Q2 2026 | Jul 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 337,010 | 6,595 | 0.2% | 0.2% | 47 | -1,975 | -0.58% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 322,882 | 6,318 | 0.18% | 0.17% | 48 | +3,915 | 1.23% | Q2 2026 | Jul 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 310,509 | 6,076 | 0.08% | 0.07% | 49 | +20,861 | 7.2% | Q2 2026 | Aug 12, 2026 |
| Chris Bulman Inc | History | Added to | 306,389 | 5,996 | 2.19% | 2.11% | 50 | +18,621 | 6.47% | Q2 2026 | Jul 22, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Reduced | 301,672 | 5,903 | 2.78% | 2.8% | 51 | -19,719 | -6.14% | Q2 2026 | Aug 10, 2026 |
| Hobart Private Capital, LLC | History | New | 294,004 | 5,753 | 0.99% | — | 52 | +294,004 | New | Q2 2026 | Jul 06, 2026 |
| Lakeridge Wealth Management LLC | History | New | 277,752 | 5,435 | 1.99% | — | 53 | +277,752 | New | Q2 2026 | Jul 14, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 262,053 | 5,128 | 0.58% | 0.54% | 54 | -20,219 | -7.16% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 251,253 | 4,917 | 0.0% | 0.0% | 55 | +84,356 | 50.54% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 246,807 | 4,830 | 0.02% | 0.02% | 56 | +5,249 | 2.17% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 236,530 | 4,628 | 0.05% | 0.04% | 57 | +12,896 | 5.77% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 235,008 | 4,609 | 0.44% | 0.39% | 58 | +17,623 | 8.11% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 234,758 | 4,594 | 0.09% | 0.08% | 59 | +1,492 | 0.64% | Q2 2026 | Aug 14, 2026 |
| Centennial Wealth Advisory LLC | History | New | 227,057 | 4,443 | 0.96% | — | 60 | +227,057 | New | Q2 2026 | Jul 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 224,971 | 4,402 | 0.05% | 0.02% | 61 | +146,188 | 185.56% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 211,179 | 4,132 | 0.07% | 0.07% | 62 | +13,931 | 7.06% | Q2 2026 | Jul 31, 2026 |
| Commerce Advisors, LLC | History | Added to | 207,879 | 4,068 | 2.21% | 1.05% | 63 | +133,092 | 177.96% | Q2 2026 | Aug 04, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 207,300 | 4,056 | 1.32% | 1.24% | 64 | +7,120 | 3.56% | Q2 2026 | Jul 16, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | New | 188,819 | 3,695 | 1.04% | — | 65 | +188,819 | New | Q2 2026 | Aug 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 180,024 | 3,483 | 0.38% | 0.31% | 66 | +36,643 | 25.56% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 168,576 | 3,299 | 0.03% | 0.04% | 67 | -104,045 | -38.16% | Q2 2026 | Jul 17, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 165,962 | 3,247 | 0.11% | 0.09% | 68 | +7,631 | 4.82% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | New | 154,899 | 3,031 | 0.03% | — | 69 | +154,899 | New | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 153,932 | 3,012 | 0.07% | 0.08% | 70 | -7,178 | -4.46% | Q2 2026 | Jul 31, 2026 |
| AlTi Global, Inc. | History | Added to | 153,701 | 3,007 | 0.06% | 0.06% | 71 | +330 | 0.22% | Q2 2026 | Aug 05, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 152,992 | 2,994 | 0.98% | 0.8% | 72 | +22,842 | 17.55% | Q2 2026 | Jul 20, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 145,726 | 2,802 | 0.32% | 0.3% | 73 | +72 | 0.05% | Q2 2026 | Jul 07, 2026 |
| Midwest Financial Group LLC | History | New | 139,583 | 2,731 | 0.96% | — | 74 | +139,583 | New | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 125,672 | 2,459 | 0.01% | 0.01% | 75 | +4,306 | 3.55% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 125,088 | 2,447 | 0.44% | 0.46% | 76 | -5,264 | -4.04% | Q2 2026 | Jul 16, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 123,828 | 2,423 | 1.31% | 1.09% | 77 | +23,563 | 23.5% | Q2 2026 | Aug 13, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 119,840 | 2,317 | 1.96% | 1.62% | 78 | +28,604 | 31.35% | Q2 2026 | Jul 17, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 118,168 | 2,312 | 1.64% | 0.2% | 79 | +103,568 | 709.37% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 109,666 | 2,146 | 0.0% | 0.0% | 80 | +8,172 | 8.05% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 109,593 | 2,144 | 0.0% | 0.0% | 81 | +92,761 | 551.1% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 109,408 | 2,141 | 0.04% | 0.03% | 82 | +38,471 | 54.23% | Q2 2026 | Jul 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 107,368 | 2,101 | 0.19% | 0.19% | 83 | +1,312 | 1.24% | Q2 2026 | Jul 22, 2026 |
| EASTERN BANK | History | No change | 104,017 | 2,035 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Spire Wealth Management | History | Added to | 103,096 | 2,017 | 0.06% | 0.06% | 85 | +2,222 | 2.2% | Q2 2026 | Jul 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 101,266 | 1,981 | 0.14% | 0.14% | 86 | +9,717 | 10.61% | Q2 2026 | Aug 14, 2026 |
| PSI Advisors, LLC | History | Reduced | 96,735 | 1,893 | 0.44% | 0.39% | 87 | -735 | -0.75% | Q2 2026 | Aug 03, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 90,588 | 1,772 | 0.34% | 0.27% | 88 | +11,091 | 13.95% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 89,993 | 1,761 | 0.11% | 0.07% | 89 | +30,688 | 51.75% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 82,092 | 1,606 | 0.02% | 0.02% | 90 | -1,857 | -2.21% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 78,879 | 1,543 | 0.02% | 0.02% | 91 | +6,114 | 8.4% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 78,269 | 1,531 | 0.09% | 0.04% | 92 | +38,931 | 98.97% | Q2 2026 | Jul 15, 2026 |
| Dakota Wealth Management | History | Added to | 76,107 | 1,489 | 0.03% | 0.01% | 93 | +43,171 | 131.08% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | Added to | 73,691 | 1,442 | 0.1% | 0.06% | 94 | +27,202 | 58.51% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 73,182 | 1,416 | 0.0% | 0.0% | 95 | +43,603 | 147.41% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 72,000 | 1,409 | 0.13% | 0.13% | 96 | -2,639 | -3.54% | Q2 2026 | Jul 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 71,885 | 1,406 | 0.01% | 0.0% | 97 | +42,124 | 141.54% | Q2 2026 | Aug 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 71,227 | 1,393 | 0.57% | 0.63% | 98 | -4,178 | -5.54% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 70,863 | 1,386 | 0.03% | 0.02% | 99 | +113 | 0.16% | Q2 2026 | Jul 09, 2026 |
| Cambridge Advisors Inc. | History | Added to | 70,543 | 1,380 | 0.24% | 0.23% | 100 | +34 | 0.05% | Q2 2026 | Jul 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 70,081 | 1,371 | 0.25% | 0.22% | 101 | +9,975 | 16.6% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 69,394 | 1,358 | 0.02% | 0.11% | 102 | -333,328 | -82.77% | Q2 2026 | Jul 15, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 69,319 | 1,356 | 0.41% | 0.46% | 103 | -360 | -0.52% | Q2 2026 | Jul 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 65,920 | 1,290 | 0.29% | 0.28% | 104 | +1,794 | 2.8% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 65,666 | 1,285 | 0.01% | 0.01% | 105 | -14,157 | -17.74% | Q2 2026 | Jul 27, 2026 |
| Triumph Capital Management | History | No change | 65,000 | 1,272 | 0.23% | 0.22% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 64,692 | 1,266 | 0.77% | 0.58% | 107 | +11,521 | 21.67% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | New | 62,890 | 1,230 | 0.03% | — | 108 | +62,890 | New | Q2 2026 | Aug 07, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 60,539 | 1,184 | 0.82% | 0.74% | 109 | +2,086 | 3.57% | Q2 2026 | Jul 23, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 54,189 | 1,060 | 0.91% | 0.91% | 110 | -694 | -1.26% | Q2 2026 | Jul 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 53,920 | 1,055 | 0.07% | 0.02% | 111 | +39,936 | 285.58% | Q2 2026 | Jul 27, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 52,644 | 1,030 | 0.29% | 0.26% | 112 | +8,337 | 18.82% | Q2 2026 | Jul 24, 2026 |
| GTS SECURITIES LLC | History | Reduced | 52,617 | 1,029 | 0.02% | 0.03% | 113 | -1,737 | -3.2% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 49,330 | 965 | 0.0% | — | 115 | +49,330 | New | Q2 2026 | Sep 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 49,320 | 965 | 0.01% | 0.01% | 114 | +1,471 | 3.07% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 48,246 | 944 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 45,891 | 898 | 0.52% | 0.49% | 117 | +803 | 1.78% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | Added to | 42,675 | 835 | 0.0% | 0.0% | 118 | +6,392 | 17.62% | Q2 2026 | Aug 14, 2026 |
| Quartz Partners, LLC | History | Added to | 42,639 | 834 | 0.27% | 0.08% | 119 | +30,836 | 261.26% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 41,335 | 808 | 0.01% | 0.01% | 120 | +3,792 | 10.1% | Q2 2026 | Jul 24, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 40,397 | 790 | 0.01% | 0.0% | 121 | +2,126 | 5.56% | Q2 2026 | Aug 17, 2026 |
| Harvest Investment Services, LLC | History | Added to | 39,973 | 782 | 0.12% | 0.12% | 122 | +2,233 | 5.92% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 40,318 | 778 | 0.05% | 0.03% | 123 | +17,467 | 76.44% | Q2 2026 | Aug 10, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 39,525 | 773 | 0.51% | 0.36% | 124 | +1,195 | 3.12% | Q2 2026 | Aug 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 36,816 | 720 | 0.03% | 0.03% | 125 | +1,178 | 3.31% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 33,784 | 661 | 0.0% | 0.0% | 126 | -336 | -0.98% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 32,999 | 645 | 0.02% | 0.02% | 127 | +8,236 | 33.26% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | New | 32,841 | 642 | 0.02% | — | 128 | +32,841 | New | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 32,538 | 636 | 0.0% | 0.0% | 129 | +32,281 | 12560.7% | Q2 2026 | Aug 14, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 31,905 | 624 | 0.5% | 0.49% | 130 | -1,040 | -3.16% | Q2 2026 | Aug 06, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 31,491 | 616 | 0.39% | 0.4% | 131 | -745 | -2.31% | Q2 2026 | Jul 07, 2026 |
| Pallas Capital Advisors LLC | History | New | 29,167 | 570 | 0.02% | — | 133 | +29,167 | New | Q2 2026 | Aug 07, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 29,138 | 570 | 0.25% | 0.14% | 132 | +12,830 | 78.67% | Q2 2026 | Jul 28, 2026 |
| Roxbury Financial LLC | History | Added to | 26,864 | 525 | 0.42% | 0.26% | 134 | +9,337 | 53.27% | Q2 2026 | Jul 01, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 26,794 | 524 | 0.0% | 0.0% | 135 | +14,142 | 111.78% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 24,612 | 481 | 0.02% | 0.02% | 136 | +498 | 2.07% | Q2 2026 | Jul 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 24,370 | 476 | 0.0% | — | 138 | +24,370 | New | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,346 | 476 | 0.01% | 0.0% | 137 | +5,118 | 26.62% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 23,355 | 457 | 0.0% | 0.0% | 139 | +1,229 | 5.55% | Q2 2026 | Aug 11, 2026 |
| UPTICK PARTNERS, LLC | History | New | 23,129 | 452 | 0.07% | — | 140 | +23,129 | New | Q2 2026 | Aug 10, 2026 |
| Coppell Advisory Solutions LLC | History | New | 83,309 | 428 | 0.04% | — | 141 | +83,309 | New | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 21,103 | 405 | 0.02% | 0.02% | 142 | +890 | 4.4% | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | Added to | 20,403 | 399 | 0.0% | 0.0% | 143 | +2,411 | 13.4% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 18,941 | 370 | 0.02% | 0.02% | 144 | -4,705 | -19.9% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,856 | 369 | 0.0% | 0.0% | 145 | +2,411 | 14.66% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | New | 18,822 | 361 | 0.02% | — | 146 | +18,822 | New | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 18,371 | 359 | 0.01% | — | 148 | +18,371 | New | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 18,351 | 359 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 17,955 | 351 | 0.02% | 0.01% | 149 | +305 | 1.73% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,459 | 341 | 0.0% | 0.01% | 150 | -39,306 | -69.24% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 17,275 | 338 | 0.0% | 0.0% | 151 | -6,736 | -28.05% | Q2 2026 | Aug 14, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 16,680 | 326 | 0.07% | 0.06% | 152 | +1,618 | 10.74% | Q2 2026 | Jul 20, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 16,194 | 316 | 0.2% | 0.17% | 153 | +1,770 | 12.27% | Q2 2026 | Jul 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,040 | 313 | 0.01% | 0.01% | 154 | +5,121 | 46.9% | Q2 2026 | Jul 23, 2026 |
| Independent Advisor Alliance | History | Reduced | 15,872 | 310 | 0.01% | 0.16% | 155 | -889,754 | -98.25% | Q2 2026 | Aug 12, 2026 |
| RIA Advisory Group LLC | History | New | 15,459 | 302 | 0.07% | — | 157 | +15,459 | New | Q2 2026 | Jul 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 15,472 | 302 | 0.0% | 0.0% | 156 | -1,961 | -11.25% | Q2 2026 | Aug 14, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 15,406 | 301 | 0.05% | 0.04% | 158 | +1,501 | 10.79% | Q2 2026 | Jul 17, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 15,281 | 299 | 0.15% | 0.16% | 159 | -188 | -1.22% | Q2 2026 | Jul 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 15,129 | 296 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 14,954 | 292 | 0.15% | 0.15% | 161 | -271 | -1.78% | Q2 2026 | Aug 05, 2026 |
| Perennial Investment Advisors, LLC | History | New | 14,200 | 277 | 0.02% | — | 162 | +14,200 | New | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | Added to | 12,178 | 238 | 0.11% | 0.08% | 163 | +3,015 | 32.9% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,587 | 207 | 0.0% | — | 164 | +10,587 | New | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 10,500 | 203 | 0.01% | — | 165 | +10,500 | New | Q2 2026 | Jul 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 10,259 | 200 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 8,796 | 172 | 0.02% | 0.02% | 167 | +102 | 1.17% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,004 | 156 | 0.0% | 0.0% | 168 | +7,154 | 841.65% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 7,189 | 140 | 0.0% | — | 169 | +7,189 | New | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 6,236 | 122 | 0.0% | 0.0% | 170 | +4,883 | 360.9% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,990 | 117 | 0.01% | 0.01% | 171 | +13 | 0.22% | Q2 2026 | Jul 28, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 4,675 | 91 | 0.01% | 0.01% | 172 | +1,075 | 29.86% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 4,191 | 82 | 0.02% | 0.02% | 173 | +416 | 11.02% | Q2 2026 | Aug 27, 2026 |
| GoalVest Advisory LLC | History | Added to | 2,565 | 50 | 0.01% | 0.01% | 174 | +353 | 15.96% | Q2 2026 | Jul 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,339 | 45 | 0.01% | 0.02% | 175 | -600 | -20.42% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,790 | 35 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,732 | 33 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | New | 1,577 | 30 | 0.0% | — | 179 | +1,577 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,559 | 30 | 0.0% | 0.0% | 178 | -161 | -9.36% | Q2 2026 | Jul 28, 2026 |
| Archer Investment Corp | History | No change | 1,500 | 29 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Westside Investment Management, Inc. | History | New | 1,141 | 22 | 0.0% | — | 181 | +1,141 | New | Q2 2026 | Jul 27, 2026 |
| Front Row Advisors LLC | History | New | 1,059 | 20 | 0.01% | — | 182 | +1,059 | New | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 933 | 18 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | New | 811 | 15 | 0.01% | — | 184 | +811 | New | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 650 | 12 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 548 | 10 | 0.0% | — | 186 | +548 | New | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 467 | 9 | 0.0% | — | 187 | +467 | New | Q2 2026 | Aug 13, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 259 | 5 | 0.0% | 0.0% | 188 | -70 | -21.28% | Q2 2026 | Aug 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 278 | 5 | 0.0% | 0.0% | 189 | +1 | 0.36% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 177 | 3 | 0.0% | 0.0% | 190 | +1 | 0.57% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 142 | 2 | 0.0% | 0.0% | 191 | -431 | -75.22% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 111 | 2 | 0.0% | — | 192 | +111 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -291,069 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.17% | — | -133,421 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,864 | -100.0% | Q2 2026 | Aug 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,095 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -12,339 | -100.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,639 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,395 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,395 | -100.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -704 | -100.0% | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -409 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 22, 2026 |