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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | No change | 26,464 | 450,159 | 5.46% | 5.46% | 1 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 6,042,784 | 101,337 | 0.03% | 0.02% | 2 | +2,399,580 | 65.86% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,691,532 | 61,906 | 0.73% | 0.53% | 3 | +937,996 | 34.07% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,662,171 | 61,414 | 0.02% | 0.02% | 4 | +426,673 | 13.19% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,737,739 | 45,911 | 0.01% | 0.01% | 5 | +285,539 | 11.64% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,575,858 | 43,197 | 0.16% | 0.14% | 6 | +373,719 | 16.97% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,445,053 | 41,004 | 0.01% | 0.0% | 7 | +1,286,689 | 111.08% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 1,888,575 | 31,671 | 1.97% | 1.72% | 8 | +319,233 | 20.34% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 1,550,190 | 25,996 | 1.84% | 3.64% | 9 | +15,647 | 1.02% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,540,500 | 25,834 | 0.07% | 0.06% | 10 | +186,354 | 13.76% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,448,425 | 24,290 | 0.06% | 0.02% | 11 | +1,008,233 | 229.04% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,334,575 | 22,380 | 0.01% | 0.0% | 12 | +1,039,105 | 351.68% | Q1 2026 | May 04, 2026 |
| Ferguson Shapiro LLC | History | Added to | 1,213,403 | 20,348 | 6.2% | 3.94% | 13 | +461,232 | 61.32% | Q1 2026 | Apr 23, 2026 |
| Prism Advisors, Inc. | History | Added to | 1,143,775 | 19,181 | 5.12% | 5.16% | 14 | +5,855 | 0.51% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Added to | 1,055,054 | 17,693 | 0.02% | 0.01% | 15 | +454,032 | 75.54% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,050,546 | 17,617 | 0.02% | 0.01% | 16 | +423,827 | 67.63% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 992,962 | 16,651 | 0.03% | 0.02% | 17 | +290,853 | 41.43% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 920,327 | 15,433 | 0.18% | 0.18% | 18 | -41,173 | -4.28% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 905,626 | 15,187 | 0.16% | 0.01% | 19 | +892,982 | 7062.5% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 872,126 | 14,782 | 0.03% | 0.03% | 20 | -305,332 | -25.93% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | New | 785,931 | 13,180 | 0.74% | — | 21 | +785,931 | New | Q1 2026 | Apr 28, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 767,260 | 12,866 | 0.88% | 0.86% | 22 | -3,648 | -0.47% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 744,598 | 12,486 | 0.22% | 0.0% | 23 | +738,466 | 12042.82% | Q1 2026 | Jun 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 728,925 | 12,224 | 0.01% | 0.01% | 24 | +103,181 | 16.49% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 603,202 | 10,115 | 0.21% | 0.24% | 25 | -14,812 | -2.4% | Q1 2026 | Apr 13, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 593,138 | 9,946 | 1.57% | 1.53% | 26 | +48,166 | 8.84% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 585,179 | 9,813 | 1.34% | 1.32% | 27 | +28,051 | 5.03% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 579,294 | 9,714 | 0.01% | 0.01% | 28 | -18,690 | -3.13% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 574,253 | 9,630 | 0.01% | 0.01% | 29 | +16,932 | 3.04% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 556,185 | 9,327 | 0.26% | 0.27% | 30 | +20,340 | 3.8% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 525,759 | 8,816 | 0.03% | 0.03% | 31 | +57,392 | 12.25% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 521,468 | 8,744 | 0.01% | 0.01% | 32 | +174,557 | 50.32% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 488,668 | 8,194 | 0.26% | 0.13% | 33 | +35,425 | 7.82% | Q1 2026 | Apr 29, 2026 |
| Mach-1 Financial Group, LLC | History | New | 477,330 | 8,004 | 2.82% | — | 34 | +477,330 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 413,413 | 6,932 | 0.04% | 0.0% | 35 | +398,695 | 2708.89% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 402,722 | 6,753 | 0.11% | 0.12% | 36 | -11,082 | -2.68% | Q1 2026 | Apr 14, 2026 |
| Oxford Wealth Group, LLC | History | New | 351,361 | 5,892 | 3.22% | — | 37 | +351,361 | New | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 338,985 | 5,684 | 0.2% | 0.19% | 38 | +14,789 | 4.56% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 325,997 | 5,466 | 0.06% | 0.0% | 39 | +323,107 | 11180.17% | Q1 2026 | May 05, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 321,391 | 5,389 | 2.8% | — | 40 | +321,391 | New | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 318,967 | 5,349 | 0.17% | 0.17% | 41 | +1,426 | 0.45% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 291,069 | 4,881 | 0.01% | 0.0% | 42 | +221,232 | 316.78% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 289,648 | 4,857 | 0.07% | 0.07% | 43 | +88,734 | 44.17% | Q1 2026 | May 15, 2026 |
| Chris Bulman Inc | History | New | 287,768 | 4,825 | 2.11% | — | 44 | +287,768 | New | Q1 2026 | Apr 13, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 282,272 | 4,733 | 0.54% | 0.79% | 45 | -117,135 | -29.33% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 272,621 | 4,640 | 0.04% | 0.03% | 46 | +110,966 | 68.64% | Q1 2026 | Apr 07, 2026 |
| Uniting Wealth Partners, LLC | History | New | 266,264 | 4,465 | 0.95% | — | 47 | +266,264 | New | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | New | 241,558 | 4,051 | 0.02% | — | 48 | +241,558 | New | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 210,753 | 3,911 | 0.1% | — | 50 | +210,753 | New | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 233,266 | 3,911 | 0.08% | 0.08% | 49 | +2,639 | 1.14% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | New | 223,634 | 3,750 | 0.04% | — | 51 | +223,634 | New | Q1 2026 | Apr 16, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 217,385 | 3,645 | 0.39% | 0.23% | 52 | +94,045 | 76.25% | Q1 2026 | May 06, 2026 |
| LINCOLN CAPITAL CORP | History | New | 200,180 | 3,357 | 1.24% | — | 53 | +200,180 | New | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | New | 197,472 | 3,311 | 0.01% | — | 54 | +197,472 | New | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 197,248 | 3,307 | 0.07% | 0.03% | 55 | +117,704 | 147.97% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 166,897 | 2,798 | 0.0% | 0.0% | 56 | +51,454 | 44.57% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 161,110 | 2,701 | 0.08% | 0.08% | 57 | +15,347 | 10.53% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 158,331 | 2,655 | 0.09% | 0.24% | 58 | -267,499 | -62.82% | Q1 2026 | May 07, 2026 |
| AlTi Global, Inc. | History | Added to | 153,371 | 2,572 | 0.06% | 0.05% | 59 | +16,794 | 12.3% | Q1 2026 | May 07, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 145,654 | 2,442 | 0.3% | 0.06% | 60 | +116,616 | 401.6% | Q1 2026 | Apr 08, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 143,381 | 2,355 | 0.31% | 0.29% | 61 | +18,892 | 15.18% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 133,421 | 2,237 | 0.17% | 0.16% | 62 | +74,089 | 124.87% | Q1 2026 | Apr 28, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 130,352 | 2,186 | 0.46% | 2.51% | 63 | -600,974 | -82.18% | Q1 2026 | Apr 15, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 130,150 | 2,182 | 0.8% | 0.67% | 64 | +25,567 | 24.45% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 121,366 | 2,035 | 0.01% | 0.0% | 65 | +74,222 | 157.44% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 106,056 | 1,778 | 0.19% | 0.26% | 66 | -40,896 | -27.83% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | No change | 104,017 | 1,744 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 101,494 | 1,702 | 0.0% | 0.0% | 68 | +63,922 | 170.13% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | New | 100,874 | 1,691 | 0.06% | — | 69 | +100,874 | New | Q1 2026 | Apr 22, 2026 |
| LEIGH BALDWIN & CO., LLC | History | New | 100,265 | 1,681 | 1.09% | — | 70 | +100,265 | New | Q1 2026 | May 20, 2026 |
| PSI Advisors, LLC | History | New | 97,470 | 1,634 | 0.39% | — | 71 | +97,470 | New | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 91,549 | 1,535 | 0.14% | 0.18% | 72 | +1,878 | 2.09% | Q1 2026 | May 12, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 91,236 | 1,530 | 1.62% | 1.25% | 73 | +23,109 | 33.92% | Q1 2026 | Apr 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 83,949 | 1,407 | 0.02% | 0.02% | 74 | +21,142 | 33.66% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 79,823 | 1,338 | 0.01% | 0.02% | 75 | -29,786 | -27.17% | Q1 2026 | Apr 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 79,497 | 1,333 | 0.27% | — | 76 | +79,497 | New | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 78,783 | 1,321 | 0.02% | 0.02% | 77 | -1,802 | -2.24% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 75,405 | 1,264 | 0.63% | — | 78 | +75,405 | New | Q1 2026 | May 07, 2026 |
| Commerce Advisors, LLC | History | New | 74,787 | 1,254 | 1.05% | — | 79 | +74,787 | New | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 74,639 | 1,251 | 0.13% | 0.12% | 80 | +9,583 | 14.73% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 72,765 | 1,220 | 0.02% | — | 81 | +72,765 | New | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 70,937 | 1,189 | 0.03% | 0.02% | 82 | +24,350 | 52.27% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 70,750 | 1,186 | 0.02% | 0.02% | 83 | +11,167 | 18.74% | Q1 2026 | Apr 14, 2026 |
| Cambridge Advisors Inc. | History | Added to | 70,509 | 1,182 | 0.23% | 0.22% | 84 | +1,755 | 2.55% | Q1 2026 | Apr 16, 2026 |
| Ducere Wealth Management LLC | History | Added to | 69,679 | 1,168 | 0.46% | 0.46% | 85 | +451 | 0.65% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 65,000 | 1,090 | 0.22% | 0.24% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | New | 64,642 | 1,084 | 0.01% | — | 87 | +64,642 | New | Q1 2026 | Apr 24, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 64,126 | 1,075 | 0.28% | 0.3% | 88 | +1,072 | 1.7% | Q1 2026 | May 06, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 60,106 | 1,007 | 0.22% | 0.12% | 89 | +27,681 | 85.37% | Q1 2026 | May 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 58,453 | 980 | 0.74% | 0.46% | 90 | +26,261 | 81.58% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 56,765 | 951 | 0.01% | — | 91 | +56,765 | New | Q1 2026 | May 15, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 54,883 | 920 | 0.91% | 0.88% | 92 | +1,772 | 3.34% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | New | 54,354 | 911 | 0.03% | — | 93 | +54,354 | New | Q1 2026 | May 14, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 53,171 | 891 | 0.58% | 0.28% | 94 | +27,428 | 106.55% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 48,246 | 809 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 47,849 | 802 | 0.01% | 0.01% | 96 | +4,695 | 10.88% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Added to | 46,489 | 779 | 0.06% | 0.05% | 97 | +10,031 | 27.51% | Q1 2026 | May 07, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 45,088 | 756 | 0.49% | 0.48% | 98 | +1,485 | 3.41% | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 44,307 | 743 | 0.26% | 0.2% | 99 | +8,207 | 22.73% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 39,338 | 659 | 0.04% | 0.05% | 100 | -1,335 | -3.28% | Q1 2026 | Apr 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 38,330 | 642 | 0.36% | — | 101 | +38,330 | New | Q1 2026 | May 04, 2026 |
| Jefferies Financial Group Inc. | History | New | 38,271 | 641 | 0.0% | — | 102 | +38,271 | New | Q1 2026 | May 07, 2026 |
| Harvest Investment Services, LLC | History | No change | 37,740 | 632 | 0.12% | 0.12% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 37,543 | 629 | 0.01% | 0.0% | 104 | +12,297 | 48.71% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | New | 36,283 | 608 | 0.0% | — | 105 | +36,283 | New | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 35,638 | 597 | 0.03% | 0.03% | 106 | +300 | 0.85% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 34,120 | 572 | 0.0% | — | 107 | +34,120 | New | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | New | 32,936 | 552 | 0.01% | — | 109 | +32,936 | New | Q1 2026 | May 07, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 32,945 | 552 | 0.49% | 0.46% | 108 | +2,867 | 9.53% | Q1 2026 | May 15, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 32,236 | 540 | 0.4% | 0.22% | 110 | +13,905 | 75.86% | Q1 2026 | Apr 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 31,651 | 538 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 29,761 | 499 | 0.0% | — | 112 | +29,761 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 29,579 | 476 | 0.0% | — | 113 | +29,579 | New | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 24,763 | 415 | 0.02% | 0.01% | 114 | +10,741 | 76.6% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,114 | 404 | 0.02% | 0.02% | 115 | -131 | -0.54% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 24,011 | 402 | 0.0% | — | 116 | +24,011 | New | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 23,646 | 396 | 0.02% | — | 117 | +23,646 | New | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 22,851 | 383 | 0.03% | 0.04% | 119 | -4,685 | -17.01% | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | No change | 22,864 | 383 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 22,126 | 371 | 0.0% | — | 120 | +22,126 | New | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,623 | 362 | 0.0% | 0.0% | 121 | -99,946 | -82.21% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 20,213 | 344 | 0.02% | 0.01% | 122 | +13,290 | 191.97% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,228 | 322 | 0.0% | 0.0% | 123 | +7,320 | 61.47% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | New | 18,351 | 307 | 0.0% | — | 124 | +18,351 | New | Q1 2026 | May 11, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 16,308 | 304 | 0.14% | 0.09% | 125 | +4,413 | 37.1% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | New | 17,992 | 301 | 0.0% | — | 126 | +17,992 | New | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 17,650 | 295 | 0.01% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Roxbury Financial LLC | History | New | 17,527 | 293 | 0.26% | — | 128 | +17,527 | New | Q1 2026 | Apr 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 17,433 | 292 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 16,832 | 282 | 0.0% | 0.0% | 130 | +14,692 | 686.54% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 16,445 | 275 | 0.0% | — | 131 | +16,445 | New | Q1 2026 | May 13, 2026 |
| Optivise Advisory Services LLC | History | Added to | 15,469 | 259 | 0.16% | 0.15% | 132 | +195 | 1.28% | Q1 2026 | Apr 15, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 15,225 | 255 | 0.15% | 0.15% | 133 | +1,102 | 7.8% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 15,129 | 253 | 0.04% | 0.04% | 134 | -187 | -1.22% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 15,062 | 252 | 0.06% | — | 135 | +15,062 | New | Q1 2026 | Apr 14, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 14,600 | 244 | 0.2% | — | 136 | +14,600 | New | Q1 2026 | May 04, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | New | 14,424 | 241 | 0.17% | — | 137 | +14,424 | New | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | New | 13,984 | 234 | 0.02% | — | 138 | +13,984 | New | Q1 2026 | Apr 22, 2026 |
| MANCHESTER FINANCIAL INC | History | New | 13,905 | 233 | 0.04% | — | 139 | +13,905 | New | Q1 2026 | Apr 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 13,095 | 219 | 0.02% | — | 140 | +13,095 | New | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 12,652 | 212 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | No change | 12,339 | 206 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quartz Partners, LLC | History | New | 11,803 | 197 | 0.08% | — | 143 | +11,803 | New | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 10,919 | 183 | 0.01% | — | 144 | +10,919 | New | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | New | 10,639 | 178 | 0.0% | — | 145 | +10,639 | New | Q1 2026 | Apr 17, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 10,259 | 172 | 0.07% | 0.06% | 146 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Integrity Financial Corp /WA | History | Added to | 9,163 | 153 | 0.08% | 0.01% | 147 | +7,995 | 684.5% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 8,694 | 145 | 0.02% | 0.02% | 148 | -2,141 | -19.76% | Q1 2026 | Apr 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 6,395 | 107 | 0.03% | — | 150 | +6,395 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 6,395 | 107 | 0.03% | 0.06% | 149 | -4,079 | -38.94% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,977 | 100 | 0.01% | 0.01% | 151 | -1,376 | -18.71% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,600 | 60 | 0.01% | 0.0% | 152 | +3,450 | 2300.0% | Q1 2026 | Apr 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 2,939 | 49 | 0.02% | 0.0% | 153 | +2,639 | 879.67% | Q1 2026 | Apr 24, 2026 |
| GoalVest Advisory LLC | History | Added to | 2,212 | 37 | 0.01% | 0.0% | 154 | +1,585 | 252.79% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,885 | 32 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gen-Wealth Partners Inc | History | New | 1,790 | 30 | 0.01% | — | 156 | +1,790 | New | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,732 | 29 | 0.02% | 0.03% | 157 | -1,505 | -46.49% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,720 | 28 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | New | 1,500 | 25 | 0.01% | — | 160 | +1,500 | New | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,512 | 25 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | New | 1,353 | 22 | 0.0% | — | 161 | +1,353 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 1,290 | 21 | 0.0% | — | 162 | +1,290 | New | Q1 2026 | May 19, 2026 |
| Smartleaf Asset Management LLC | History | New | 933 | 15 | 0.0% | — | 163 | +933 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | New | 850 | 14 | 0.0% | — | 164 | +850 | New | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | New | 704 | 11 | 0.0% | — | 165 | +704 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | New | 650 | 10 | 0.0% | — | 166 | +650 | New | Q1 2026 | Apr 14, 2026 |
| MORGAN STANLEY | History | New | 643 | 10 | 0.0% | — | 167 | +643 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 573 | 9 | 0.0% | — | 168 | +573 | New | Q1 2026 | Apr 09, 2026 |
| First Command Advisory Services, Inc. | History | New | 409 | 6 | 0.0% | — | 169 | +409 | New | Q1 2026 | May 07, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 329 | 5 | 0.0% | 0.01% | 170 | -46 | -12.27% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 257 | 4 | 0.0% | 0.0% | 171 | -14,274 | -98.23% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 277 | 4 | 0.0% | — | 172 | +277 | New | Q1 2026 | Apr 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 176 | 3 | 0.0% | 0.0% | 173 | +56 | 46.67% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | New | 157 | 2 | 0.0% | — | 174 | +157 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 119 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,195,909 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -92,459 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -27,886 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,418 | -100.0% | Q1 2026 | May 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,483 | -100.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 05, 2026 |