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 | No change | 7,296,414 | 142,790 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,366,360 | 102,390 | 1.17% | 0.02% | 2 | +5,284,268 | 6437.01% | Q3 2026 | Oct 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,768,307 | 93,315 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,500,781 | 88,080 | 0.96% | 0.96% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 4,270,879 | 83,581 | 0.98% | 0.98% | 5 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,855,666 | 54,486 | 0.01% | 0.01% | 6 | +6,045 | 0.21% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,712,219 | 53,078 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,347,074 | 45,933 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,225,685 | 42,466 | 2.22% | 2.11% | 9 | +203,858 | 10.08% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,599,224 | 31,297 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,564,802 | 30,623 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HCR Wealth Advisors | History | New | 1,510,851 | 28,827 | 2.28% | — | 12 | +1,510,851 | New | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,387,239 | 26,149 | 0.04% | 0.04% | 13 | +134,446 | 10.73% | Q3 2026 | Oct 13, 2026 |
| Ferguson Shapiro LLC | History | Added to | 1,219,774 | 23,273 | 6.77% | 6.87% | 14 | +19,014 | 1.58% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,176,012 | 23,014 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 1,112,717 | 21,775 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 921,683 | 18,037 | 0.08% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 935,491 | 17,849 | 2.24% | — | 18 | +935,491 | New | Q3 2026 | Nov 02, 2026 |
| Prism Advisors, Inc. | History | Reduced | 900,182 | 16,968 | 4.26% | 4.94% | 19 | -138,110 | -13.3% | Q3 2026 | Oct 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 845,808 | 16,552 | 0.17% | 0.17% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 838,741 | 16,414 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 829,630 | 16,235 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 815,474 | 15,559 | 0.48% | 0.27% | 23 | +339,431 | 71.3% | Q3 2026 | Oct 27, 2026 |
| Berger Financial Group, Inc | History | No change | 785,432 | 15,370 | 0.78% | 0.78% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 758,477 | 14,843 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 748,416 | 14,279 | 7.89% | — | 26 | +748,416 | New | Q3 2026 | Oct 29, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 743,637 | 14,188 | 2.54% | 2.4% | 27 | -167,643 | -18.4% | Q3 2026 | Oct 20, 2026 |
| Mariner, LLC | History | No change | 714,658 | 13,985 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 711,557 | 13,925 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 729,081 | 13,910 | 0.02% | 0.02% | 30 | +59,323 | 8.86% | Q3 2026 | Nov 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 728,843 | 13,906 | 0.87% | 1.43% | 31 | -417,993 | -36.45% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 713,001 | 13,604 | 0.04% | 0.03% | 32 | +166,598 | 30.49% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Added to | 629,582 | 12,012 | 0.21% | 0.22% | 33 | +11,935 | 1.93% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 581,366 | 11,377 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 589,028 | 11,238 | 0.46% | 0.16% | 35 | +63,392 | 12.06% | Q3 2026 | Oct 21, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 587,124 | 11,202 | 1.39% | 1.42% | 36 | -298 | -0.05% | Q3 2026 | Oct 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 568,882 | 10,854 | 0.11% | 0.08% | 37 | +158,294 | 38.55% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 527,633 | 10,067 | 0.02% | — | 38 | +527,633 | New | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 478,665 | 9,367 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| UBS Group AG | History | No change | 466,762 | 9,134 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 461,311 | 9,027 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 454,896 | 8,902 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 466,407 | 8,899 | 0.81% | 0.19% | 43 | +359,039 | 334.4% | Q3 2026 | Nov 02, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 436,175 | 8,535 | 3.31% | 3.31% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 433,206 | 8,477 | 1.34% | 1.34% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxford Wealth Group, LLC | History | No change | 426,643 | 8,349 | 3.73% | 3.73% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 410,930 | 8,041 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 396,906 | 7,957 | 0.42% | 0.42% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 382,225 | 7,292 | 0.01% | 0.01% | 49 | +19,015 | 5.24% | Q3 2026 | Oct 30, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 366,934 | 7,180 | 1.46% | 1.46% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Financial, LLC | History | New | 367,094 | 7,004 | 0.79% | — | 51 | +367,094 | New | Q3 2026 | Oct 23, 2026 |
| Chris Bulman Inc | History | Added to | 344,117 | 6,565 | 2.3% | 2.19% | 52 | +37,728 | 12.31% | Q3 2026 | Oct 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 343,437 | 6,552 | 0.2% | 0.2% | 53 | +6,427 | 1.91% | Q3 2026 | Nov 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 320,722 | 6,119 | 0.17% | 0.18% | 54 | -2,160 | -0.67% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 310,509 | 6,076 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Added to | 302,025 | 5,762 | 2.85% | 2.78% | 56 | +353 | 0.12% | Q3 2026 | Nov 02, 2026 |
| Hobart Private Capital, LLC | History | Added to | 301,204 | 5,746 | 0.97% | 0.99% | 57 | +7,200 | 2.45% | Q3 2026 | Oct 19, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 277,752 | 5,435 | 1.99% | 1.99% | 58 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Commerce Advisors, LLC | History | Added to | 277,204 | 5,289 | 2.49% | 2.21% | 59 | +69,325 | 33.35% | Q3 2026 | Oct 19, 2026 |
| Brookstone Capital Management | History | Added to | 259,770 | 4,956 | 0.05% | 0.05% | 60 | +23,240 | 9.83% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 251,253 | 4,917 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 255,584 | 4,876 | 0.54% | 0.58% | 62 | -6,469 | -2.47% | Q3 2026 | Oct 27, 2026 |
| &PARTNERS | History | No change | 246,807 | 4,830 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 250,188 | 4,773 | 0.08% | 0.07% | 64 | +39,009 | 18.47% | Q3 2026 | Oct 28, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 242,088 | 4,623 | 0.95% | 0.96% | 65 | +15,031 | 6.62% | Q3 2026 | Oct 16, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 235,008 | 4,609 | 0.44% | 0.44% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 234,758 | 4,594 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fusion Capital, LLC | History | New | 239,191 | 4,563 | 1.0% | — | 68 | +239,191 | New | Q3 2026 | Oct 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 224,971 | 4,402 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 219,380 | 4,208 | 0.38% | 0.38% | 70 | +39,356 | 21.86% | Q3 2026 | Oct 22, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 209,043 | 3,988 | 1.3% | 1.32% | 71 | +1,743 | 0.84% | Q3 2026 | Oct 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 188,819 | 3,695 | 1.04% | 1.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 191,379 | 3,651 | 0.13% | 0.11% | 73 | +25,417 | 15.31% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 167,638 | 3,198 | 0.02% | 0.03% | 74 | -938 | -0.56% | Q3 2026 | Oct 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 165,946 | 3,166 | 0.01% | — | 75 | +165,946 | New | Q3 2026 | Nov 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 163,790 | 3,125 | 0.03% | 0.03% | 76 | +8,891 | 5.74% | Q3 2026 | Oct 28, 2026 |
| AlTi Global, Inc. | History | No change | 153,701 | 3,007 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 152,992 | 2,994 | 0.98% | 0.98% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 155,764 | 2,971 | 2.09% | 1.64% | 79 | +37,596 | 31.82% | Q3 2026 | Nov 05, 2026 |
| Midwest Financial Group LLC | History | Added to | 142,690 | 2,722 | 0.92% | 0.96% | 80 | +3,107 | 2.23% | Q3 2026 | Oct 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 142,575 | 2,720 | 0.31% | 0.32% | 81 | -3,151 | -2.16% | Q3 2026 | Oct 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 142,651 | 2,606 | 0.03% | 0.02% | 82 | +73,257 | 105.57% | Q3 2026 | Nov 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 133,152 | 2,540 | 0.06% | 0.07% | 83 | -20,780 | -13.5% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 125,672 | 2,459 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 127,124 | 2,425 | 0.12% | 0.09% | 85 | +48,855 | 62.42% | Q3 2026 | Oct 21, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 123,828 | 2,423 | 1.31% | 1.31% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 125,448 | 2,393 | 0.5% | 0.34% | 87 | +34,860 | 38.48% | Q3 2026 | Oct 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 120,869 | 2,306 | 0.04% | 0.04% | 88 | +11,461 | 10.48% | Q3 2026 | Oct 13, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 119,659 | 2,283 | 1.83% | 1.96% | 89 | -181 | -0.15% | Q3 2026 | Oct 23, 2026 |
| Ascentis Independent Advisors | History | New | 118,240 | 2,256 | 0.13% | — | 90 | +118,240 | New | Q3 2026 | Nov 03, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 115,003 | 2,194 | 0.4% | 0.44% | 91 | -10,085 | -8.06% | Q3 2026 | Oct 13, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 114,562 | 2,185 | 1.33% | 0.82% | 92 | +54,023 | 89.24% | Q3 2026 | Oct 13, 2026 |
| Advisor OS, LLC | History | Added to | 113,345 | 2,162 | 0.14% | 0.1% | 93 | +39,654 | 53.81% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 109,666 | 2,146 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 109,593 | 2,144 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Added to | 108,080 | 2,062 | 0.06% | 0.06% | 96 | +4,984 | 4.83% | Q3 2026 | Oct 30, 2026 |
| EASTERN BANK | History | No change | 104,017 | 1,984 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 101,266 | 1,981 | 0.14% | 0.14% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLVD Private Wealth, LLC | History | New | 102,933 | 1,963 | 1.46% | — | 99 | +102,933 | New | Q3 2026 | Oct 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 100,376 | 1,915 | 1.61% | 0.91% | 100 | +46,187 | 85.23% | Q3 2026 | Oct 08, 2026 |
| PSI Advisors, LLC | History | No change | 96,735 | 1,893 | 0.44% | 0.44% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 89,993 | 1,761 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 81,955 | 1,563 | 0.61% | 0.25% | 103 | +52,817 | 181.27% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 81,272 | 1,550 | 0.02% | 0.24% | 104 | -726,463 | -89.94% | Q3 2026 | Nov 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 78,879 | 1,543 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 76,107 | 1,489 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 73,182 | 1,416 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 71,885 | 1,406 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 73,339 | 1,399 | 0.82% | 0.77% | 109 | +8,647 | 13.37% | Q3 2026 | Nov 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 73,035 | 1,393 | 0.02% | 0.03% | 110 | +2,172 | 3.07% | Q3 2026 | Oct 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 71,227 | 1,393 | 0.57% | 0.57% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 72,866 | 1,390 | 0.14% | 0.13% | 112 | +866 | 1.2% | Q3 2026 | Oct 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 70,081 | 1,371 | 0.25% | 0.25% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ducere Wealth Management LLC | History | No change | 69,319 | 1,356 | 0.41% | 0.41% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Advisors Inc. | History | Added to | 70,605 | 1,347 | 0.23% | 0.24% | 115 | +62 | 0.09% | Q3 2026 | Oct 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 65,664 | 1,252 | 0.01% | 0.01% | 116 | -2 | -0.0% | Q3 2026 | Oct 16, 2026 |
| Triumph Capital Management | History | No change | 65,000 | 1,240 | 0.22% | 0.23% | 117 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Sigma Planning Corp | History | Reduced | 60,718 | 1,158 | 0.03% | 0.03% | 118 | -2,172 | -3.45% | Q3 2026 | Oct 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 54,257 | 1,035 | 0.08% | 0.07% | 119 | +337 | 0.63% | Q3 2026 | Oct 28, 2026 |
| GTS SECURITIES LLC | History | No change | 52,617 | 1,029 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 52,316 | 998 | 0.58% | 0.52% | 121 | +6,425 | 14.0% | Q3 2026 | Nov 03, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 50,644 | 966 | 0.26% | 0.29% | 122 | -2,000 | -3.8% | Q3 2026 | Oct 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 49,330 | 965 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Waverly Advisors, LLC | History | No change | 49,320 | 965 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 48,246 | 944 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quartz Partners, LLC | History | Added to | 45,691 | 871 | 0.26% | 0.27% | 126 | +3,052 | 7.16% | Q3 2026 | Nov 03, 2026 |
| Betterment LLC | History | No change | 42,675 | 835 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 41,335 | 808 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | New | 41,902 | 799 | 0.03% | — | 129 | +41,902 | New | Q3 2026 | Oct 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 41,858 | 798 | 0.02% | 0.02% | 130 | +8,859 | 26.85% | Q3 2026 | Oct 29, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 41,255 | 787 | 0.04% | 0.05% | 131 | +937 | 2.32% | Q3 2026 | Oct 26, 2026 |
| Harvest Investment Services, LLC | History | No change | 39,973 | 782 | 0.12% | 0.12% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 39,525 | 773 | 0.51% | 0.51% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 37,636 | 718 | 0.1% | 0.07% | 134 | +14,507 | 62.72% | Q3 2026 | Nov 04, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 35,661 | 680 | 0.03% | 0.03% | 135 | -1,155 | -3.14% | Q3 2026 | Oct 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 33,784 | 661 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 32,841 | 642 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 32,538 | 636 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 31,517 | 601 | 0.38% | 0.39% | 139 | +26 | 0.08% | Q3 2026 | Oct 27, 2026 |
| Roxbury Financial LLC | History | Added to | 30,433 | 580 | 0.44% | 0.42% | 140 | +3,569 | 13.29% | Q3 2026 | Oct 01, 2026 |
| Pallas Capital Advisors LLC | History | No change | 29,167 | 570 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,672 | 566 | 0.01% | 0.01% | 142 | +11,301 | 61.52% | Q3 2026 | Nov 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,609 | 564 | 0.01% | 0.01% | 143 | +5,263 | 21.62% | Q3 2026 | Oct 30, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 28,786 | 549 | 0.1% | 0.05% | 144 | +13,380 | 86.85% | Q3 2026 | Oct 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 28,723 | 548 | 0.03% | 0.02% | 145 | +4,111 | 16.7% | Q3 2026 | Oct 22, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 26,794 | 524 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 27,443 | 520 | 0.03% | 0.02% | 147 | +6,340 | 30.04% | Q3 2026 | Nov 02, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 24,370 | 476 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 23,355 | 457 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 22,610 | 431 | 0.0% | 0.0% | 150 | +2,207 | 10.82% | Q3 2026 | Oct 15, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 22,454 | 428 | 0.41% | 0.5% | 152 | -9,451 | -29.62% | Q3 2026 | Oct 22, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 83,309 | 428 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 20,723 | 395 | 0.08% | 0.07% | 153 | +4,043 | 24.24% | Q3 2026 | Oct 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 20,039 | 382 | 0.03% | 0.0% | 154 | +18,480 | 1185.38% | Q3 2026 | Oct 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 18,941 | 370 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,856 | 369 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,822 | 361 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 18,351 | 359 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | New | 18,734 | 357 | 0.0% | — | 159 | +18,734 | New | Q3 2026 | Nov 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 18,404 | 351 | 0.02% | 0.01% | 160 | +2,364 | 14.74% | Q3 2026 | Nov 05, 2026 |
| Advisory Services Network, LLC | History | No change | 17,459 | 341 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 17,275 | 338 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 17,600 | 335 | 0.14% | 0.29% | 163 | -48,320 | -73.3% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 17,395 | 331 | 0.01% | 0.02% | 164 | -560 | -3.12% | Q3 2026 | Nov 04, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 17,024 | 324 | 0.19% | 0.2% | 165 | +830 | 5.13% | Q3 2026 | Oct 26, 2026 |
| RFG Advisory, LLC | History | New | 16,611 | 316 | 0.0% | — | 166 | +16,611 | New | Q3 2026 | Nov 03, 2026 |
| Independent Advisor Alliance | History | No change | 15,872 | 310 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,472 | 302 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Investment Management | History | New | 15,559 | 296 | 0.39% | — | 170 | +15,559 | New | Q3 2026 | Oct 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 15,129 | 296 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 14,954 | 292 | 0.15% | 0.15% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 15,121 | 288 | 0.14% | 0.15% | 172 | -160 | -1.05% | Q3 2026 | Oct 16, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 14,200 | 277 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | New | 13,578 | 259 | 0.01% | — | 174 | +13,578 | New | Q3 2026 | Oct 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 12,178 | 238 | 0.11% | 0.11% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | New | 11,811 | 225 | 0.01% | — | 176 | +11,811 | New | Q3 2026 | Oct 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,587 | 207 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 10,259 | 200 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 9,050 | 172 | 0.02% | 0.02% | 179 | +254 | 2.89% | Q3 2026 | Oct 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,004 | 156 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,189 | 140 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 6,236 | 122 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5,990 | 114 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 4,675 | 91 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,748 | 52 | 0.0% | — | 185 | +2,748 | New | Q3 2026 | Nov 05, 2026 |
| GoalVest Advisory LLC | History | Reduced | 2,460 | 46 | 0.01% | 0.01% | 186 | -105 | -4.09% | Q3 2026 | Oct 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,339 | 45 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,790 | 34 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,732 | 33 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | No change | 1,577 | 30 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Archer Investment Corp | History | Reduced | 1,280 | 24 | 0.0% | 0.01% | 191 | -220 | -14.67% | Q3 2026 | Nov 05, 2026 |
| Front Row Advisors LLC | History | No change | 1,059 | 20 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 933 | 18 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | No change | 811 | 15 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 650 | 12 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 548 | 10 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Root Financial Partners, LLC | History | New | 496 | 9 | 0.0% | — | 198 | +496 | New | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 467 | 9 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 392 | 7 | 0.0% | 0.0% | 199 | +250 | 176.06% | Q3 2026 | Oct 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 277 | 5 | 0.0% | 0.0% | 200 | -1 | -0.36% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | New | 192 | 4 | 0.0% | — | 201 | +192 | New | Q3 2026 | Oct 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 209 | 3 | 0.0% | — | 204 | +209 | New | Q3 2026 | Nov 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 177 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 191 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 111 | 2 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | New | 81 | 1 | 0.0% | — | 206 | +81 | New | Q3 2026 | Oct 21, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -40,397 | -100.0% | Q3 2026 | Nov 05, 2026 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,459 | -100.0% | Q3 2026 | Oct 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,191 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,141 | -100.0% | Q3 2026 | Nov 02, 2026 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6 | 0 | — | — | — | -4 | -40.0% | Q3 2026 | Oct 21, 2026 |