FIRST TR EXCHANGE-TRADED FD
CUSIP 33738D408
First Tr Exchange-Traded Fd has 219 institutional holders in Filings Flow’s 13F database, together reporting 25.08M shares worth $1.0B as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and First Trust Advisors LP.
Institutional Holders
219
Q1 2026
Reported Value
$1.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Fearless Solutions, LLC dba Best Invest$166M AUM | 4.09% | $7M | 166.9K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 2.18% | $6M | 138.9K | Q4 2025OLDER |
| Hyposwiss Advisors SA$101M AUM | 2.16% | $2M | 53.8K | Q1 2026OLDER |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM | 2.05% | $4M | 96.9K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 1.94% | $5M | 113.4K | Q4 2025OLDER |
| Randall & Associates Wealth Management$148M AUM | 1.66% | $2M | 60.6K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 1.56% | $17M | 413.8K | Q2 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 1.56% | $2M | 48.7K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 1.49% | $3M | 72.2K | Q4 2025OLDER |
| TrueWealth Financial Partners$251M AUM | 1.46% | $2M | 42.2K | Q4 2025OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 1.38% | $4M | 94.6K | Q2 2026 |
| Darwin Wealth Management, LLC$321M AUM | 1.12% | $4M | 89.0K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.89% | $1M | 34.8K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.79% | $3M | 59.8K | Q3 2025OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.76% | $3M | 64.4K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.75% | $1M | 28.8K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.74% | $1M | 36.0K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.73% | $1M | 25.5K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.69% | $1M | 33.6K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.69% | $2M | 39.5K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.68% | $9M | 218.5K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 0.62% | $579,731 | 13.9K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.51% | $2M | 39.8K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.50% | $667,620 | 16.5K | Q1 2026OLDER |
| Fairway Financial, LLC$132M AUM | 0.49% | $649,362 | 16.0K | Q1 2026OLDER |
| Lighthouse Wealth Management Inc.$147M AUM | 0.42% | $623,854 | 15.4K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.42% | $10M | 241.6K | Q3 2025OLDER |
| Walker Asset Management, LLC$185M AUM | 0.42% | $768,680 | 18.9K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.39% | $372,596 | 9.2K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.38% | $497,721 | 12.2K | Q2 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 0.38% | $859,517 | 21.2K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.36% | $12M | 293.0K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.34% | $1M | 29.5K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.33% | $2M | 44.4K | Q1 2026OLDER |
| VAQUERO PRIVATE WEALTH, LTD$486M AUM | 0.29% | $1M | 34.8K | Q2 2026 |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.28% | $405,700 | 10.0K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.28% | $1M | 33.9K | Q1 2026OLDER |
| Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM | 0.27% | $590,502 | 14.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.26% | $11M | 275.3K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.24% | $2M | 43.8K | Q3 2025OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.24% | $647,365 | 15.5K | Q4 2025OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.23% | $250,804 | 6.2K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.21% | $1M | 26.6K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.21% | $548,141 | 13.5K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.21% | $495,035 | 12.2K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.20% | $3M | 76.0K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.19% | $7M | 174.9K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.18% | $1M | 26.5K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.16% | $15M | 364.7K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.16% | $247,169 | 6.1K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.16% | $882,886 | 21.8K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.15% | $203,422 | 4.9K | Q4 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.13% | $665,587 | 16.4K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.13% | $208,814 | 5.1K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 0.13% | $221,491 | 5.5K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.13% | $288,473 | 7.1K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.13% | $262,713 | 6.3K | Q4 2025OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.13% | $247,140 | 5.9K | Q4 2025OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.13% | $665,672 | 16.4K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.12% | $276,647 | 6.6K | Q3 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.12% | $414,625 | 10.2K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.10% | $277,247 | 6.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.10% | $19M | 474.3K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.09% | $421,479 | 10.1K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.09% | $8M | 204.6K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.09% | $287,707 | 7.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.08% | $2M | 54.4K | Q2 2026 |
| Quartz Partners, LLC$259M AUM | 0.08% | $212,465 | 5.2K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.08% | $262,321 | 6.2K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.08% | $110M | 2.70M | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.08% | $257,676 | 6.3K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.08% | $2M | 50.9K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.07% | $1M | 33.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 70.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $5M | 112.2K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.07% | $268,479 | 6.6K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.07% | $246,053 | 5.9K | Q4 2025OLDER |
| Prostatis Group LLC$391M AUM | 0.06% | $246,010 | 6.1K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.06% | $469,730 | 11.6K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.06% | $71,540 | 1.7K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.06% | $576,844 | 13.8K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.05% | $2M | 43.7K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 107.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $4M | 95.3K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.05% | $308,332 | 7.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.05% | $2M | 47.1K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.05% | $2M | 52.5K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.05% | $592,674 | 14.6K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 44.7K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.04% | $3M | 60.3K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.04% | $258,656 | 6.4K | Q2 2026 |
| KKM Financial LLC$563M AUM | 0.04% | $216,960 | 5.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $2M | 58.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $132M | 3.26M | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.03% | $104,305 | 2.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $379,370 | 9.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $454,236 | 11.2K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.03% | $211,857 | 5.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 73.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 39.5K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.03% | $319,861 | 7.6K | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.03% | $124,104 | 3.1K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $932,452 | 23.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $685,238 | 16.4K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $480,760 | 11.5K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 24.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $385,002 | 9.5K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.03% | $266,828 | 6.6K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $319,620 | 7.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $623,865 | 15.4K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $563,005 | 13.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 32.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.02% | $83,720 | 2.0K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $7M | 161.4K | Q2 2026 |
| NOVEM GROUP$873M AUM | 0.02% | $203,296 | 5.0K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.02% | $202,323 | 5.0K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.02% | $60,391 | 1.5K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $720,168 | 17.8K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 48.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 37.9K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $248,370 | 6.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $626,173 | 15.4K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $1M | 34.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $85,792 | 2.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $414,487 | 9.9K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 25.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $259,833 | 6.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $271M | 6.48M | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $409,784 | 10.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $3M | 81.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $248,613 | 6.1K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $385,507 | 9.5K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $208,643 | 5.1K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.01% | $238,389 | 5.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 57.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $355,931 | 8.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $65M | 1.60M | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $511,791 | 12.6K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $75,055 | 1.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $12M | 296.3K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 43.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 68.5K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $313,273 | 7.5K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $558,243 | 13.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $416,587 | 10.0K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 233.2K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $201,263 | 4.8K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 73.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 44.7K | Q2 2026 |
| Register Financial Advisors LLC$271M AUM | 0.01% | $22,151 | 546 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $682,456 | 16.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $679,034 | 16.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 70.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $219,723 | 5.2K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $264,395 | 6.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 84.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 111.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $21M | 511.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 110.4K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $28,399 | 700 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $40M | 979.1K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $20,975 | 517 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.01% | $44,616 | 1.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $854,404 | 20.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $30M | 751.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $317,988 | 7.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $270,444 | 6.7K | Q2 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $341,681 | 8.4K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $5,680 | 140 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $24,342 | 600 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 28.0K | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $396,017 | 9.4K | Q3 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $318,815 | 7.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $409,245 | 10.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $307,723 | 7.6K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $467,131 | 11.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $73,887 | 1.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $304,153 | 7.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $46,168 | 1.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 317.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $266,355 | 6.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $621,818 | 15.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $109,820 | 2.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $97,368 | 2.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $555,146 | 13.7K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $750,742 | 18.2K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $162,123 | 3.9K | Q4 2025OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $13,876 | 330 | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $321,342 | 7.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $20M | 504.0K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $8,114 | 200 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $476,049 | 11.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $314,334 | 7.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 138.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $785,896 | 19.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 29.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $204,960 | 5.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $112,582 | 2.8K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 39.1K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $2,846 | 68 | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $19,842 | 489 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $993,178 | 24.5K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,434 | 60 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $115,543 | 2.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $85,393 | 2.0K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 24.8K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $4,312 | 103 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $44,992 | 1.1K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,866 | 46 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $50,631 | 1.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $919,382 | 22.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 333.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $191,125 | 4.7K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,355 | 132 | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $8,037 | 192 | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $2,439 | 58 | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $490,539 | 12.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $18,130 | 446 | Q2 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $32,526 | 797 | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $1,298 | 31 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $97,860 | 2.4K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $6,698 | 160 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $248,920 | 6.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $310,891 | 7.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $238,470 | 5.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $228,512 | 5.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,976 | 98 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,002 | 123 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $25,153 | 620 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $919,288 | 21.9K | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $994,574 | 24.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $365 | 9 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $23,977 | 591 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $939,479 | 23.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $4,420 | 109 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $921 | 22 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $179,035 | 4.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,287 | 54 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $256,906 | 6.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,439 | 60 | Q2 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $4,081 | 100 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,826 | 45 | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $27,858 | 687 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $46 | 1 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $25,438 | 627 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $22,389 | 555 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $4,037 | 96 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $84,804 | 2.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $586 | 14 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.