FIRST TR EXCHANGE-TRADED FD
CUSIP 33738D879
First Tr Exchange-Traded Fd has 276 institutional holders in Filings Flow’s 13F database, together reporting 66.30M shares worth $1.6B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Wells Fargo & Company/Mn, and Raymond James Financial Inc.
Institutional Holders
276
Q1 2026
Reported Value
$1.6B
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cooper Capital Advisors LLC$143M AUM | 8.36% | $12M | 467.8K | Q1 2026OLDER |
| Second Half Financial Partners, LLC$222M AUM | 7.23% | $16M | 628.1K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 4.52% | $8M | 307.2K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 3.96% | $11M | 431.9K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 3.80% | $20M | 686.1K | Q2 2026 |
| Luken Investment Analytics, LLC$261M AUM | 3.53% | $9M | 360.7K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 3.11% | $11M | 445.2K | Q1 2026OLDER |
| Oxford Wealth Group, LLC$183M AUM | 2.93% | $5M | 210.0K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 2.87% | $4M | 173.6K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 2.48% | $4M | 153.1K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 2.31% | $10M | 384.9K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 2.10% | $4M | 147.3K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 2.08% | $2M | 82.1K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 1.97% | $4M | 148.3K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 1.81% | $2M | 94.3K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 1.71% | $5M | 182.7K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.69% | $5M | 180.3K | Q2 2026 |
| Compass Financial Services Inc$231M AUM | 1.69% | $4M | 152.6K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 1.68% | $4M | 168.0K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 1.48% | $4M | 156.5K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 1.43% | $10M | 395.9K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 1.42% | $4M | 158.2K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 1.40% | $2M | 72.1K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 1.13% | $4M | 147.0K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 1.09% | $2M | 73.2K | Q2 2026 |
| Prostatis Group LLC$391M AUM | 0.92% | $4M | 140.6K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.91% | $5M | 197.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.91% | $12M | 485.4K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.89% | $13M | 505.2K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.87% | $1M | 48.9K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 0.82% | $2M | 63.4K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.79% | $2M | 62.0K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.78% | $2M | 71.1K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.70% | $2M | 66.7K | Q2 2026 |
| WINNOW WEALTH LLC$130M AUM | 0.68% | $880,188 | 34.5K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.66% | $2M | 52.5K | Q2 2026 |
| Sequent Planning LLC$414M AUM | 0.63% | $3M | 102.4K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.63% | $2M | 94.7K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.60% | $9M | 346.4K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.59% | $3M | 130.0K | Q1 2026OLDER |
| Plotkin Financial Advisors, LLC$199M AUM | 0.59% | $1M | 46.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.55% | $19M | 762.6K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.53% | $17M | 680.5K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.51% | $2M | 63.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.47% | $8M | 327.2K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.47% | $2M | 72.1K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.43% | $1M | 44.1K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.43% | $4M | 163.1K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.42% | $493,506 | 18.8K | Q4 2025OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.40% | $2M | 60.8K | Q2 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.39% | $945,540 | 34.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.39% | $15M | 541.3K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.39% | $3M | 104.2K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.38% | $3M | 102.7K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.37% | $2M | 86.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.37% | $24M | 934.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.37% | $2M | 70.6K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.35% | $5M | 186.3K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.34% | $2M | 71.6K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.33% | $378,573 | 14.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.33% | $607,115 | 23.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.32% | $8M | 322.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.32% | $5M | 203.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.31% | $29M | 1.15M | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 0.31% | $769,055 | 30.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.30% | $2M | 81.7K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.29% | $1M | 51.4K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.29% | $1M | 49.6K | Q2 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.28% | $1M | 53.5K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.28% | $584,610 | 22.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.28% | $17M | 678.8K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.28% | $22M | 842.1K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.27% | $643,198 | 25.2K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.27% | $787,470 | 26.8K | Q2 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.24% | $839,418 | 32.0K | Q4 2025OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.24% | $718,888 | 27.8K | Q3 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.24% | $1M | 51.6K | Q1 2026OLDER |
| 1776 Wealth LLC$254M AUM | 0.24% | $600,910 | 23.5K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.23% | $565,483 | 22.1K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.23% | $1M | 41.0K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.23% | $2M | 89.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.22% | $4M | 163.4K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.22% | $593,002 | 23.2K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.22% | $587,127 | 23.0K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.22% | $517,322 | 19.7K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.21% | $8M | 316.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.21% | $5M | 194.8K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.21% | $1M | 42.6K | Q1 2026OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.20% | $260,385 | 10.2K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.20% | $1M | 48.5K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.20% | $228,034 | 8.9K | Q1 2026OLDER |
| Forty-three Eighteen Advisors, LLC$133M AUM | 0.19% | $253,405 | 9.9K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.19% | $312,528 | 12.2K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.18% | $16M | 622.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.18% | $1M | 53.5K | Q4 2025OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.18% | $624,861 | 24.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.18% | $16M | 615.1K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 0.18% | $403,170 | 15.8K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.18% | $972,557 | 38.1K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.17% | $2M | 73.3K | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.16% | $880,037 | 33.5K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.16% | $1M | 42.2K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.16% | $522,142 | 20.4K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.16% | $3M | 120.9K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.16% | $335,395 | 13.1K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.15% | $859,494 | 33.6K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.15% | $207,774 | 8.1K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.14% | $345,261 | 13.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.14% | $19M | 729.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.14% | $4M | 160.3K | Q1 2026OLDER |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.13% | $200,782 | 7.7K | Q4 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.13% | $424,743 | 16.6K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.12% | $413,195 | 16.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.12% | $32M | 1.26M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.12% | $15M | 579.6K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.11% | $258,531 | 9.9K | Q4 2025OLDER |
| Chris Bulman Inc$228M AUM | 0.11% | $258,824 | 10.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.11% | $2M | 62.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.11% | $6M | 225.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.11% | $7M | 281.7K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.10% | $429,087 | 16.8K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.10% | $3M | 127.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.10% | $5M | 185.3K | Q1 2026OLDER |
| Gerald Baker Financial Group LLC$316M AUM | 0.10% | $309,767 | 12.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.10% | $9M | 345.4K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.09% | $2M | 97.3K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.09% | $311,885 | 12.2K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.09% | $823,998 | 32.3K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.08% | $541,462 | 20.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $56M | 2.18M | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.08% | $431,648 | 16.9K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.08% | $225,326 | 8.8K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.08% | $237,423 | 9.3K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.08% | $281,608 | 10.7K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.08% | $290M | 11.34M | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.08% | $1M | 46.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.08% | $10M | 374.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 65.8K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.07% | $345,257 | 13.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $52M | 2.02M | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.07% | $4M | 130.6K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.07% | $2M | 71.6K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $13M | 522.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.07% | $4M | 161.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $63M | 2.45M | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.06% | $842,230 | 33.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $7M | 264.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $709,221 | 26.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $5M | 190.7K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.06% | $853,702 | 33.4K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.06% | $390,287 | 15.3K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 45.2K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.06% | $503,684 | 19.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.06% | $63M | 2.46M | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $636,859 | 24.9K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.05% | $5M | 182.1K | Q3 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $928,767 | 36.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $980,586 | 38.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $4M | 146.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.05% | $3M | 120.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 57.4K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.05% | $30M | 1.18M | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $408,134 | 13.9K | Q2 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.04% | $207,106 | 7.2K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.04% | $124,556 | 4.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $9M | 338.9K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $562,376 | 21.4K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.04% | $2M | 82.3K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.04% | $260,748 | 8.9K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 66.0K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.04% | $59,072 | 2.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 90.2K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $1M | 51.9K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.04% | $258,826 | 10.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $698,708 | 27.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.03% | $106,518 | 4.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.03% | $196,800 | 7.5K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 44.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 48.2K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $1M | 40.7K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $465,135 | 18.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $13M | 497.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 42.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 48.5K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.03% | $4M | 164.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 257.5K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $249,683 | 9.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $469,636 | 16.0K | Q2 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 95.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $212,544 | 8.1K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $902,696 | 35.3K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $358,704 | 13.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $91M | 3.56M | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $434,752 | 17.5K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.03% | $51,100 | 2.0K | Q1 2026OLDER |
| Cornerstone Wealth Partners, LLC$176M AUM | 0.03% | $47,412 | 1.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 44.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 45.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.03% | $553,960 | 21.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $2M | 87.1K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.03% | $725,927 | 28.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 79.8K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $517,634 | 20.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $975,215 | 38.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 155.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.02% | $313,882 | 12.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $894,912 | 30.4K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $605,564 | 23.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $11M | 443.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 102.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $438,367 | 17.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 65.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $114,975 | 4.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 222.7K | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.02% | $4M | 145.3K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $444,167 | 17.4K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $631,982 | 24.7K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.02% | $130,152 | 5.1K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.02% | $589,088 | 22.4K | Q4 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.02% | $94,959 | 3.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $17M | 656.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $332,789 | 13.0K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.02% | $205,729 | 8.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $96M | 3.76M | Q2 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $60,359 | 2.1K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $35,668 | 1.4K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $412,666 | 16.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $556,300 | 21.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 124.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $491,764 | 18.7K | Q4 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $222,089 | 8.7K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $1M | 50.1K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $298,385 | 11.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $8M | 309.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $179,371 | 7.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $681,010 | 23.2K | Q2 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.01% | $203,843 | 7.9K | Q3 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $162,287 | 6.4K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $178,850 | 7.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $63M | 2.48M | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.01% | $206,902 | 7.9K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $220,624 | 8.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 146.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 339.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $201,737 | 7.6K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 339.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $503,073 | 19.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $444,698 | 17.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $241,043 | 9.2K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 47.4K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $21,871 | 856 | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.01% | $20,783 | 804 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $508,171 | 19.9K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $30,436 | 1.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $291,193 | 11.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 854.0K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $26,907 | 921 | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $845,891 | 33.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $81,760 | 3.2K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $214,965 | 7.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 116.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $110,867 | 4.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $633,666 | 24.8K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $9,111 | 352 | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $427,525 | 16.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $15,605 | 606 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $59,508 | 2.3K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $280,414 | 11.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $222,030 | 8.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $14,001 | 548 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $78,720 | 3.0K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $202,041 | 7.7K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $84,311 | 3.3K | Q2 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $303,662 | 11.9K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $241,448 | 9.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $581,314 | 22.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 58.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $12,775 | 500 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $235,950 | 9.0K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 50.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $400,608 | 15.3K | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.00% | $5,673 | 216 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $13,784 | 554 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $11,834 | 451 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $13,107 | 513 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $81,582 | 3.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $26,905 | 1.1K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $2,453 | 96 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 50.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 50.1K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $57,728 | 2.2K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,219 | 87 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $307,434 | 11.9K | Q3 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $5,263 | 206 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $340,454 | 13.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $415,377 | 15.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $40,139 | 1.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $18,485 | 740 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $5,187 | 203 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $715 | 28 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $14,545 | 584 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.