FIRST TR EXCHANGE TRAD FD VI
CUSIP 33739H101
First Tr Exchange Trad Fd Vi has 280 institutional holders in Filings Flow’s 13F database, together reporting 67.52M shares worth $1.9B as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
280
Q1 2026
Reported Value
$1.9B
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 |
|---|---|---|---|---|
| HFG Wealth Management, LLC$182M AUM | 7.79% | $14M | 493.1K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 6.37% | $12M | 401.2K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 4.70% | $31M | 1.06M | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 3.82% | $16M | 564.8K | Q1 2026OLDER |
| Choice Wealth Advisors LLC$285M AUM | 3.29% | $8M | 291.8K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 3.08% | $7M | 267.5K | Q3 2025OLDER |
| Norris Financial Group, LLC$108M AUM | 2.89% | $4M | 188.0K | Q1 2026OLDER |
| Solitude Financial Services$338M AUM | 2.85% | $10M | 336.3K | Q1 2026OLDER |
| Mainsail Financial Group, LLC$240M AUM | 2.71% | $7M | 226.7K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 2.67% | $4M | 145.6K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 2.39% | $6M | 208.2K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 2.25% | $3M | 118.6K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 2.20% | $9M | 319.8K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 2.15% | $18M | 666.5K | Q2 2026 |
| Petix & Botte Co$449M AUM | 2.12% | $10M | 331.0K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 2.03% | $7M | 226.8K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 1.93% | $4M | 141.0K | Q4 2025OLDER |
| Randall & Associates Wealth Management$148M AUM | 1.75% | $2M | 92.9K | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 1.71% | $33M | 1.13M | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 1.68% | $4M | 127.6K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 1.47% | $11M | 376.7K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 1.32% | $10M | 355.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 1.27% | $14M | 498.2K | Q2 2026 |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.18% | $38M | 1.33M | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 1.16% | $6M | 206.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 1.12% | $24M | 852.8K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 1.04% | $2M | 52.8K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 1.01% | $2M | 53.3K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.91% | $1M | 49.9K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.88% | $2M | 70.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.87% | $10M | 386.5K | Q2 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.86% | $32M | 1.11M | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.86% | $5M | 177.4K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.73% | $17M | 606.0K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.71% | $8M | 285.9K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.67% | $1M | 47.0K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.65% | $1M | 36.8K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.63% | $5M | 167.8K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.57% | $3M | 96.7K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.56% | $692,778 | 25.6K | Q2 2026 |
| Gerald Baker Financial Group LLC$316M AUM | 0.56% | $2M | 61.4K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.54% | $1M | 38.7K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.50% | $1M | 44.9K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 0.48% | $868,898 | 30.3K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.45% | $1M | 38.0K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.44% | $2M | 60.1K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 0.43% | $2M | 84.6K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.41% | $830,351 | 28.9K | Q2 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.38% | $10M | 345.5K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.37% | $2M | 58.7K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.36% | $1M | 48.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.36% | $5M | 161.6K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.33% | $1M | 36.6K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.32% | $596,048 | 20.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.29% | $8M | 268.5K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.28% | $2M | 90.6K | Q4 2025OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.27% | $1M | 43.6K | Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.26% | $4M | 145.0K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.25% | $662,426 | 23.1K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.25% | $3M | 147.6K | Q4 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.25% | $1M | 43.6K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.24% | $839,184 | 36.1K | Q4 2025OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.23% | $302,673 | 10.5K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.23% | $1M | 38.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.23% | $4M | 153.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.22% | $403,625 | 14.1K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.21% | $18M | 619.5K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.21% | $419,871 | 14.6K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.20% | $2M | 65.9K | Q2 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.20% | $2M | 86.7K | Q4 2025OLDER |
| Capital Wealth Alliance, LLC$221M AUM | 0.20% | $434,615 | 15.2K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.19% | $1M | 49.6K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.19% | $11M | 464.6K | Q4 2025OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.18% | $246,465 | 8.6K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.17% | $514,037 | 19.8K | Q3 2025OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.17% | $280,841 | 9.8K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.16% | $864,860 | 30.1K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.16% | $2M | 103.4K | Q4 2025OLDER |
| Headland Capital, LLC$355M AUM | 0.15% | $545,800 | 19.0K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.15% | $344,376 | 12.0K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.15% | $222,148 | 9.6K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.14% | $511,358 | 18.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.14% | $4M | 133.0K | Q1 2026OLDER |
| TMB Capital Partners, LLC$297M AUM | 0.14% | $417,605 | 14.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.13% | $242,114 | 9.3K | Q3 2025OLDER |
| White Wing Wealth Management$192M AUM | 0.13% | $248,844 | 9.2K | Q2 2026 |
| E&G Advisors, LP$449M AUM | 0.13% | $583,129 | 20.3K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.13% | $685,365 | 23.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.12% | $627M | 21.83M | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.12% | $9M | 320.1K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.11% | $632,813 | 22.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.11% | $3M | 96.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.11% | $11M | 396.1K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.11% | $430,282 | 15.0K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.11% | $357,032 | 13.8K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.10% | $10M | 335.8K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.10% | $329,492 | 11.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.10% | $21M | 717.3K | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.10% | $375,077 | 13.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.10% | $1M | 46.0K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.10% | $6M | 209.1K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.10% | $206,224 | 7.2K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.09% | $207,143 | 7.2K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.09% | $1M | 42.3K | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.09% | $853,751 | 33.0K | Q3 2025OLDER |
| Accel Wealth Management$383M AUM | 0.09% | $345,433 | 12.0K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.09% | $322,154 | 13.9K | Q4 2025OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.09% | $636,405 | 23.5K | Q2 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.09% | $457,008 | 15.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.08% | $2M | 70.6K | Q2 2026 |
| WEALTH EFFECTS LLC$282M AUM | 0.08% | $214,095 | 7.5K | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.07% | $7M | 237.8K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.07% | $224,656 | 7.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.07% | $1M | 40.4K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.07% | $100,580 | 3.5K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.06% | $494,654 | 17.2K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.06% | $337,124 | 11.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $741,034 | 25.8K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.05% | $202,664 | 7.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $2M | 82.1K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $347,540 | 12.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.05% | $1M | 38.9K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.05% | $132,245 | 5.1K | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.05% | $95,896 | 3.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 109.1K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.04% | $583,789 | 20.3K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.04% | $279,779 | 9.7K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.04% | $574,534 | 21.2K | Q2 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $3M | 118.4K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.04% | $533,909 | 18.6K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.04% | $236,198 | 8.2K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $653,029 | 22.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $219,332 | 8.1K | Q2 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.04% | $685,550 | 23.9K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.03% | $54,836 | 1.9K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.03% | $573,762 | 20.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 147.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 184.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $578,134 | 20.3K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.03% | $40,539 | 1.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $975,772 | 36.1K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 71.6K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.03% | $229,536 | 8.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $446,974 | 16.5K | Q2 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $1M | 42.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 99.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 252.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 262.8K | Q2 2026 |
| United Community Bank$300M AUM | 0.03% | $81,106 | 2.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $19M | 658.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 55.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $96M | 3.34M | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 46.3K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 68.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 572.7K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.02% | $57,420 | 2.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $503,430 | 17.5K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.02% | $204,696 | 7.1K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $1M | 35.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $486,638 | 17.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 40.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $583,454 | 20.3K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.02% | $212,712 | 7.4K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.02% | $699,300 | 27.0K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $595,532 | 20.7K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.02% | $310,958 | 10.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 76.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $289,340 | 10.1K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $50,042 | 1.9K | Q2 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $1M | 44.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $287,252 | 10.0K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $218,775 | 7.5K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.02% | $57,765 | 2.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $678,116 | 23.6K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.02% | $489,622 | 17.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $219,517 | 7.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 98.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $6M | 193.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $429,821 | 15.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $14M | 472.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $3M | 88.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $231M | 9.95M | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 42.9K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $507,969 | 17.7K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.01% | $24,662 | 859 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $185,126 | 6.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 84.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $21M | 721.2K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $50,644 | 1.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 36.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $475,753 | 16.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $349,890 | 12.2K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $440,041 | 15.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $226,201 | 7.9K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $252,567 | 8.8K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $32,267 | 1.2K | Q3 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.01% | $73,239 | 2.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $841,096 | 29.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $920,161 | 32.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $266,515 | 9.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $31M | 1.08M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 68.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 189.0K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $45,678 | 1.6K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $74,359 | 2.6K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.01% | $219,062 | 8.5K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $45M | 1.57M | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $25,839 | 900 | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $1M | 48.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 121.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $222,850 | 7.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $503,841 | 17.5K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $221,685 | 7.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $279,057 | 9.7K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $801,612 | 27.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $42M | 1.45M | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $54,029 | 1.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 762.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 70.6K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $366,590 | 14.2K | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.01% | $32,844 | 1.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $59,324 | 2.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 55.6K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $170,253 | 6.3K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $979,844 | 34.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $4M | 122.4K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $9,790 | 378 | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $28,480 | 992 | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $7,848 | 273 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $378,436 | 13.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $237,721 | 10.2K | Q4 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $242,226 | 8.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $202,176 | 7.0K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $8,737 | 304 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $535,689 | 18.7K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $11,772 | 410 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $30,547 | 1.3K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $133,272 | 4.6K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $136,602 | 4.8K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $295,657 | 10.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $355,372 | 12.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 59.0K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $6,554 | 228 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 59.5K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $8,262 | 319 | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $279,779 | 9.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $251,441 | 8.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 133.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 89.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $51,078 | 1.8K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $3,187 | 111 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 48.7K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $3,617 | 126 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 48.6K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $3,814 | 141 | Q2 2026 |
| MOTCO$1.1B AUM | 0.00% | $20,466 | 881 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $61,554 | 2.1K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $212,224 | 8.2K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $55,869 | 2.1K | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $18,743 | 649 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $3,331 | 116 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 123.7K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $2,067 | 72 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $5,157 | 222 | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $417,530 | 14.5K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.00% | $2,683 | 93 | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $204,042 | 7.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $11,628 | 405 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $116,968 | 4.1K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $5,594 | 216 | Q3 2025OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.00% | $861 | 36 | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $553,383 | 19.3K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $1,123 | 39 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $28,710 | 1.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $528,668 | 22.8K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $22,250 | 775 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $13,311 | 573 | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $335,964 | 11.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,165 | 76 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,153 | 75 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $245,507 | 8.6K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $5,627 | 196 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $340,231 | 11.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $667 | 23 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,484 | 400 | Q2 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $36,347 | 1.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 96.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,447 | 190 | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.00% | $1,171 | 50 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 71.7K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $1,239 | 43 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $698,466 | 24.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,862 | 135 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $690,361 | 24.0K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $1,091 | 38 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $26,237 | 914 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $4,456 | 172 | Q3 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $758 | 26 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $11,398 | 397 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $4,708 | 164 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $249,572 | 9.6K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $5,025 | 194 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $11,972 | 417 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,543 | 66 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2,616 | 101 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $511 | 22 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $287 | 10 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $287 | 10 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.