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First Trust Grwth Strgth ETF (FTGS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares5,987,135 from 5,768,583
Change+218,552 (+4%)
Value$227.0M (+$13.6M)
Filed 2026-11-06
Tounjian Advisory Partners, LLC
DECREASED
Shares948,825 from 1,039,494
Change-90,669 (-9%)
Value$36.0M (-$2.5M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares928,598 from 900,064
Change+28,534 (+3%)
Value$35.2M (+$1.9M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares453,661 from 424,999
Change+28,662 (+7%)
Value$17.2M (+$1.5M)
Filed 2026-10-21
Hobart Private Capital, LLC
INCREASED
Shares430,306 from 425,915
Change+4,391 (+1%)
Value$16.3M (+$557.4K)
Filed 2026-10-19
Park National Corp
DECREASED
Shares362,028 from 376,330
Change-14,302 (-4%)
Value$13.7M (-$196.9K)
Filed 2026-10-05
D.A. Davidson & Co.
INCREASED
Shares356,045 from 350,480
Change+5,565 (+2%)
Value$13.5M (+$532.7K)
Filed 2026-10-28
KPP Advisory Services LLC
INCREASED
Shares343,921 from 329,694
Change+14,227 (+4%)
Value$13.0M (+$842.2K)
Filed 2026-10-26
Mach-1 Financial Group, LLC
DECREASED
Shares295,561 from 500,463
Change-204,902 (-41%)
Value$11.2M (-$7.3M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares291,556 from 314,955
Change-23,399 (-7%)
Value$11.1M (-$598.2K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares287,145 from 274,091
Change+13,054 (+5%)
Value$10.9M (+$746.6K)
Filed 2026-10-27
Centennial Wealth Advisory LLC
INCREASED
Shares228,434 from 214,430
Change+14,004 (+7%)
Value$8.7M (+$727.9K)
Filed 2026-10-16
IFC & Insurance Marketing, Inc.
INCREASED
Shares187,713 from 182,240
Change+5,473 (+3%)
Value$7.1M (+$380.1K)
Filed 2026-10-16
RiverTree Advisors, LLC
DECREASED
Shares166,315 from 168,830
Change-2,515 (-1%)
Value$6.3M (+$59.6K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares165,416 from 156,383
Change+9,033 (+6%)
Value$6.2M (+$411.0K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares152,926 from 223,105
Change-70,179 (-31%)
Value$5.8M (-$2.5M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares123,051 from 122,690
Change+361 (+0%)
Value$4.7M (+$126.3K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares113,054 from 123,746
Change-10,692 (-9%)
Value$4.3M (-$291.9K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares107,691 from 106,810
Change+881 (+1%)
Value$4.1M (+$131.4K)
Filed 2026-10-15
Bank of New York Mellon Corp
DECREASED
Shares99,443 from 102,671
Change-3,228 (-3%)
Value$3.8M (-$28.2K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares96,809 from 107,625
Change-10,816 (-10%)
Value$3.7M (-$311.4K)
Filed 2026-10-16
LVZ, Inc.
INCREASED
Shares85,247 from 81,239
Change+4,008 (+5%)
Value$3.2M (+$226.5K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares80,236 from 84,380
Change-4,144 (-5%)
Value$3.0M (-$79.7K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares79,333 from 79,305
Change+28 (+0%)
Value$3.0M (+$73.8K)
Filed 2026-11-06
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares78,144 from 79,677
Change-1,533 (-2%)
Value$3.0M (+$15.0K)
Filed 2026-10-15
Iams Wealth Management, LLC
DECREASED
Shares73,594 from 80,793
Change-7,199 (-9%)
Value$2.8M (-$198.8K)
Filed 2026-10-15
Nations Financial Group Inc,
DECREASED
Shares61,295 from 61,454
Change-159 (0%)
Value$2.3M (+$50.4K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares61,165 from 8,209
Change+52,956 (+645%)
Value$2.3M (+$2.0M)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares53,336 from 52,100
Change+1,236 (+2%)
Value$2.0M (+$95.0K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares53,124 from 51,726
Change+1,398 (+3%)
Value$2.0M (+$100.5K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares51,568 from 39,071
Change+12,497 (+32%)
Value$2.0M (+$509.8K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
NEW
Shares51,107
Change+51,107
Value$1.9M
Filed 2026-10-27
Able Financial Group, LLC
DECREASED
Shares44,246 from 45,503
Change-1,257 (-3%)
Value$1.7M (-$5.9K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares42,187 from 50,934
Change-8,747 (-17%)
Value$1.6M (-$285.0K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares31,507 from 24,559
Change+6,948 (+28%)
Value$1.2M (+$286.0K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares29,924 from 10,880
Change+19,044 (+175%)
Value$1.1M (+$732.1K)
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares29,278 from 30,085
Change-807 (-3%)
Value$1.1M (-$3.0K)
Filed 2026-10-08
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares27,836 from 27,203
Change+633 (+2%)
Value$1.1M (+$49.0K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares27,791 from 35,709
Change-7,918 (-22%)
Value$1.1M (-$267.5K)
Filed 2026-10-19
Novem Group
DECREASED
Shares25,944 from 26,666
Change-722 (-3%)
Value$983.8K (-$2.9K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares25,198 from 23,483
Change+1,715 (+7%)
Value$962.3K (+$80.7K)
Filed 2026-11-02
Asset Allocation Strategies LLC
INCREASED
Shares21,233 from 19,841
Change+1,392 (+7%)
Value$805.2K (+$71.0K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares20,617 from 20,010
Change+607 (+3%)
Value$781.8K (+$41.4K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares19,567 from 20,280
Change-713 (-4%)
Value$742.0K (-$8.4K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares18,835 from 88,932
Change-70,097 (-79%)
Value$701.2K (-$2.6M)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
DECREASED
Shares18,621 from 18,946
Change-325 (-2%)
Value$706.1K (+$5.1K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,443 from 16,949
Change+494 (+3%)
Value$670.3K (+$25.8K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares17,229 from 955
Change+16,274 (+1704%)
Value$653.3K (+$618.0K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares15,660 from 13,001
Change+2,659 (+20%)
Value$593.8K (+$112.8K)
Filed 2026-11-06
Ignite Planners, LLC
INCREASED
Shares13,960 from 13,026
Change+934 (+7%)
Value$531.8K (+$49.8K)
Filed 2026-10-14
Core Wealth Partners LLC
INCREASED
Shares13,520 from 9,935
Change+3,585 (+36%)
Value$512.7K (+$145.1K)
Filed 2026-11-02
Beam Wealth Advisors, Inc.
INCREASED
Shares13,222 from 13,067
Change+155 (+1%)
Value$501.4K (+$17.9K)
Filed 2026-11-03
CLG LLC
DECREASED
Shares12,060 from 12,581
Change-521 (-4%)
Value$457.3K (-$8.2K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares11,946 from 14,366
Change-2,420 (-17%)
Value$453.0K (-$79.0K)
Filed 2026-10-22
HBW Advisory Services LLC
DECREASED
Shares11,300 from 52,315
Change-41,015 (-78%)
Value$428.5K (-$1.5M)
Filed 2026-10-15
Purus Wealth Management, LLC
DECREASED
Shares10,857 from 11,292
Change-435 (-4%)
Value$411.7K (-$6.1K)
Filed 2026-10-15
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares10,481 from 13,492
Change-3,011 (-22%)
Value$397.4K (-$101.8K)
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares10,407 from 10,414
Change-7 (0%)
Value$394.6K (+$9.3K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares10,000 from 11,475
Change-1,475 (-13%)
Value$379.2K (-$45.4K)
Filed 2026-10-26
Private Client Services, LLC
INCREASED
Shares9,694 from 8,966
Change+728 (+8%)
Value$367.6K (+$35.8K)
Filed 2026-10-02
J.W. Cole Advisors, Inc.
INCREASED
Shares9,437 from 9,364
Change+73 (+1%)
Value$357.8K (+$11.4K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares8,565 from 8,547
Change+18 (+0%)
Value$324.8K (+$8.5K)
Filed 2026-11-05
Tucker Asset Management LLC
INCREASED
Shares8,491 from 8,385
Change+106 (+1%)
Value$322.0K (+$11.7K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,563 from 6,888
Change+675 (+10%)
Value$286.8K (+$31.9K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
NEW
Shares7,502
Change+7,502
Value$284.5K
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares7,379 from 4,054
Change+3,325 (+82%)
Value$279.8K (+$129.8K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares6,456 from 5,912
Change+544 (+9%)
Value$244.8K (+$26.0K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares6,434 from 6,429
Change+5 (+0%)
Value$244.0K (+$6.1K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares6,432 from 6,204
Change+228 (+4%)
Value$243.9K (+$14.3K)
Filed 2026-11-03
tru Independence LLC
INCREASED
Shares6,010 from 6,009
Change+1 (+0%)
Value$227.9K (+$5.6K)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares5,880 from 8,995
Change-3,115 (-35%)
Value$223.0K (-$109.9K)
Filed 2026-10-29
American Institute for Advanced Investment Management, LLP
INCREASED
Shares5,740 from 5,625
Change+115 (+2%)
Value$217.7K (+$9.5K)
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares5,735 from 5,735
Change0 (0%)
Value$217.5K (+$5.3K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares5,546 from 5,490
Change+56 (+1%)
Value$210.3K (+$7.2K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares5,486 from 5,485
Change+1 (+0%)
Value$211.8K (+$2.4K)
Filed 2026-10-13
Retirement Guys Formula LLC
NEW
Shares5,325
Change+5,325
Value$201.9K
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares4,570 from 7,981
Change-3,411 (-43%)
Value$173.3K (-$122.0K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares2,664 from 2,322
Change+342 (+15%)
Value$101.0K (+$15.1K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,086 from 2,086
Change0 (0%)
Value$79.1K (+$1.9K)
Filed 2026-10-21
Reap Financial Group, LLC
UNCHANGED
Shares1,918 from 1,918
Change0 (0%)
Value$72.7K (+$1.8K)
Filed 2026-11-02
POM Investment Strategies, LLC
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$52.6K (+$1.3K)
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$51 (+$1)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,354
Change+1,354
Value$51.3K
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares1,161 from 966
Change+195 (+20%)
Value$44.0K (+$8.3K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
DECREASED
Shares1,037 from 1,055
Change-18 (-2%)
Value$39.4K (+$388)
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$36.9K (+$894)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$34.7K (+$840)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares701 from 367
Change+334 (+91%)
Value$26.6K (+$13.0K)
Filed 2026-11-05
Russell Investments Group, Ltd.
NEW
Shares517
Change+517
Value$19.6K
Filed 2026-11-06
Quest 10 Wealth Builders, Inc.
INCREASED
Shares442 from 373
Change+69 (+19%)
Value$16.8K (+$3.0K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$16.6K (+$402)
Filed 2026-10-28
American National Bank & Trust
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$13.8K (+$333)
Filed 2026-10-07
Farther Finance Advisors, LLC
DECREASED
Shares301 from 7,055
Change-6,754 (-96%)
Value$11.4K (-$249.6K)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
INCREASED
Shares268 from 267
Change+1 (+0%)
Value$10.2K (+$286)
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$4.4K (+$107)
Filed 2026-11-03
CX Institutional
NEW
Shares52
Change+52
Value$2
Filed 2026-10-02
Decker Retirement Planning Inc.
NEW
Shares22
Change+22
Value$834
Filed 2026-10-19
Altus Wealth Group LLC
CLOSED
Shares0 from 20,609
Change-20,609 (-100%)
Value$0 (-$762.6K)
Filed 2026-10-20
Golden State Wealth Management, LLC
CLOSED
Shares0 from 20,041
Change-20,041 (-100%)
Value$0 (-$741.6K)
Filed 2026-11-02
StoneX Group Inc.
CLOSED
Shares0 from 8,156
Change-8,156 (-100%)
Value$0 (-$299.5K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,016
Change-1,016 (-100%)
Value$0 (-$37.6K)
Filed 2026-10-13
Wagner Wealth Management, LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-21
Blue Trust, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-15
Raymond James Financial Inc
N/A
Shares— from 1,907,304
Change-1,907,304 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,534,056
Change-1,534,056 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,108,922
Change-1,108,922 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,085,460
Change-1,085,460 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 777,672
Change-777,672 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 541,872
Change-541,872 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 517,844
Change-517,844 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 419,671
Change-419,671 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 330,749
Change-330,749 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 254,760
Change-254,760 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 253,115
Change-253,115 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 252,444
Change-252,444 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 201,185
Change-201,185 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 200,590
Change-200,590 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 162,109
Change-162,109 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 154,131
Change-154,131 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 148,467
Change-148,467 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 134,167
Change-134,167 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 126,201
Change-126,201 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 112,161
Change-112,161 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 107,831
Change-107,831 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 107,233
Change-107,233 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 106,913
Change-106,913 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 106,235
Change-106,235 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 66,144
Change-66,144 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 56,762
Change-56,762 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 56,392
Change-56,392 (-100%)
Value—
Betterment LLC
N/A
Shares— from 52,549
Change-52,549 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 49,571
Change-49,571 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 48,403
Change-48,403 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 48,373
Change-48,373 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 41,158
Change-41,158 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 40,980
Change-40,980 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 40,364
Change-40,364 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 38,992
Change-38,992 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 38,489
Change-38,489 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 38,220
Change-38,220 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 36,760
Change-36,760 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 33,314
Change-33,314 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,164
Change-33,164 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 32,200
Change-32,200 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,348
Change-28,348 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 25,847
Change-25,847 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 25,266
Change-25,266 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 25,092
Change-25,092 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 24,403
Change-24,403 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 23,332
Change-23,332 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 23,194
Change-23,194 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,431
Change-22,431 (-100%)
Value—
&partners
N/A
Shares— from 21,681
Change-21,681 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 20,631
Change-20,631 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,066
Change-20,066 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,256
Change-17,256 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,859
Change-15,859 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 13,903
Change-13,903 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 13,694
Change-13,694 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,465
Change-12,465 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 11,956
Change-11,956 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,361
Change-11,361 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 10,995
Change-10,995 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,717
Change-9,717 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,091
Change-9,091 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 8,626
Change-8,626 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,396
Change-8,396 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 754
Change-754 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 557
Change-557 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 408
Change-408 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 210
Change-210 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 142
Change-142 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 104
Change-104 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED5,987,1355,768,583+218,552+4%$213.5M$227.0M+$13.6M2026-11-06
Tounjian Advisory Partners, LLC
DECREASED948,8251,039,494-90,669-9%$38.5M$36.0M-$2.5M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED928,598900,064+28,534+3%$33.3M$35.2M+$1.9M2026-11-02
Assetmark, Inc
INCREASED453,661424,999+28,662+7%$15.7M$17.2M+$1.5M2026-10-21
Hobart Private Capital, LLC
INCREASED430,306425,915+4,391+1%$15.8M$16.3M+$557.4K2026-10-19
Park National Corp
DECREASED362,028376,330-14,302-4%$13.9M$13.7M-$196.9K2026-10-05
D.A. Davidson & Co.
INCREASED356,045350,480+5,565+2%$13.0M$13.5M+$532.7K2026-10-28
KPP Advisory Services LLC
INCREASED343,921329,694+14,227+4%$12.2M$13.0M+$842.2K2026-10-26
Mach-1 Financial Group, LLC
DECREASED295,561500,463-204,902-41%$18.5M$11.2M-$7.3M2026-11-06
Commonwealth Equity Services, LLC
DECREASED291,556314,955-23,399-7%$11.7M$11.1M-$598.2K2026-11-02
VestGen Advisors, LLC
INCREASED287,145274,091+13,054+5%$10.1M$10.9M+$746.6K2026-10-27
Centennial Wealth Advisory LLC
INCREASED228,434214,430+14,004+7%$7.9M$8.7M+$727.9K2026-10-16
IFC & Insurance Marketing, Inc.
INCREASED187,713182,240+5,473+3%$6.7M$7.1M+$380.1K2026-10-16
RiverTree Advisors, LLC
DECREASED166,315168,830-2,515-1%$6.2M$6.3M+$59.6K2026-10-13
Prospera Financial Services Inc
INCREASED165,416156,383+9,033+6%$5.8M$6.2M+$411.0K2026-11-04
Kestra Advisory Services, LLC
DECREASED152,926223,105-70,179-31%$8.3M$5.8M-$2.5M2026-11-02
Vise Technologies, Inc.
INCREASED123,051122,690+361+0%$4.5M$4.7M+$126.3K2026-10-29
Avior Wealth Management, LLC
DECREASED113,054123,746-10,692-9%$4.6M$4.3M-$291.9K2026-10-13
Atria Investments, Inc
INCREASED107,691106,810+881+1%$4.0M$4.1M+$131.4K2026-10-15
Bank of New York Mellon Corp
DECREASED99,443102,671-3,228-3%$3.8M$3.8M-$28.2K2026-11-05
IFP Advisors, Inc
DECREASED96,809107,625-10,816-10%$4.0M$3.7M-$311.4K2026-10-16
LVZ, Inc.
INCREASED85,24781,239+4,008+5%$3.0M$3.2M+$226.5K2026-10-20
Independent Financial Group, LLC
DECREASED80,23684,380-4,144-5%$3.1M$3.0M-$79.7K2026-10-13
Moors & Cabot, Inc.
INCREASED79,33379,305+28+0%$2.9M$3.0M+$73.8K2026-11-06
Comprehensive Financial Consultants Institutional, Inc.
DECREASED78,14479,677-1,533-2%$2.9M$3.0M+$15.0K2026-10-15
Iams Wealth Management, LLC
DECREASED73,59480,793-7,199-9%$3.0M$2.8M-$198.8K2026-10-15
Nations Financial Group Inc,
DECREASED61,29561,454-1590%$2.3M$2.3M+$50.4K2026-11-05
PFG Advisors
INCREASED61,1658,209+52,956+645%$303.7K$2.3M+$2.0M2026-10-16
Park Avenue Securities LLC
INCREASED53,33652,100+1,236+2%$1.9M$2.0M+$95.0K2026-10-26
Truist Financial Corp
INCREASED53,12451,726+1,398+3%$1.9M$2.0M+$100.5K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED51,56839,071+12,497+32%$1.4M$2.0M+$509.8K2026-10-16
Pacific Excel Wealth Advisors, Inc.
NEW51,107—+51,107——$1.9M—2026-10-27
Able Financial Group, LLC
DECREASED44,24645,503-1,257-3%$1.7M$1.7M-$5.9K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED42,18750,934-8,747-17%$1.9M$1.6M-$285.0K2026-10-13
RFG Advisory, LLC
INCREASED31,50724,559+6,948+28%$908.7K$1.2M+$286.0K2026-11-03
Merit Financial Group, LLC
INCREASED29,92410,880+19,044+175%$402.6K$1.1M+$732.1K2026-11-06
CoreCap Advisors, LLC
DECREASED29,27830,085-807-3%$1.1M$1.1M-$3.0K2026-10-08
Morey & Quinn Wealth Partners, LLC
INCREASED27,83627,203+633+2%$1.0M$1.1M+$49.0K2026-10-28
Maia Wealth LLC
DECREASED27,79135,709-7,918-22%$1.3M$1.1M-$267.5K2026-10-19
Novem Group
DECREASED25,94426,666-722-3%$986.7K$983.8K-$2.9K2026-10-19
International Assets Investment Management, LLC
INCREASED25,19823,483+1,715+7%$881.6K$962.3K+$80.7K2026-11-02
Asset Allocation Strategies LLC
INCREASED21,23319,841+1,392+7%$734.2K$805.2K+$71.0K2026-10-20
MGO One Seven LLC
INCREASED20,61720,010+607+3%$740.4K$781.8K+$41.4K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED19,56720,280-713-4%$750.4K$742.0K-$8.4K2026-10-23
Sigma Planning Corp
DECREASED18,83588,932-70,097-79%$3.3M$701.2K-$2.6M2026-10-23
BlueChip Wealth Advisors LLC
DECREASED18,62118,946-325-2%$701.0K$706.1K+$5.1K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED17,44316,949+494+3%$644.5K$670.3K+$25.8K2026-10-13
Signature Equity Partners, LLC
INCREASED17,229955+16,274+1704%$35.3K$653.3K+$618.0K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED15,66013,001+2,659+20%$481.1K$593.8K+$112.8K2026-11-06
Ignite Planners, LLC
INCREASED13,96013,026+934+7%$482.0K$531.8K+$49.8K2026-10-14
Core Wealth Partners LLC
INCREASED13,5209,935+3,585+36%$367.6K$512.7K+$145.1K2026-11-02
Beam Wealth Advisors, Inc.
INCREASED13,22213,067+155+1%$483.5K$501.4K+$17.9K2026-11-03
CLG LLC
DECREASED12,06012,581-521-4%$465.5K$457.3K-$8.2K2026-10-13
Wedbush Securities Inc
DECREASED11,94614,366-2,420-17%$532.0K$453.0K-$79.0K2026-10-22
HBW Advisory Services LLC
DECREASED11,30052,315-41,015-78%$1.9M$428.5K-$1.5M2026-10-15
Purus Wealth Management, LLC
DECREASED10,85711,292-435-4%$417.8K$411.7K-$6.1K2026-10-15
Stonehaven Wealth & TAX Solutions, LLC
DECREASED10,48113,492-3,011-22%$499.2K$397.4K-$101.8K2026-10-22
Apollon Wealth Management, LLC
DECREASED10,40710,414-70%$385.3K$394.6K+$9.3K2026-10-23
Oppenheimer & Co Inc
DECREASED10,00011,475-1,475-13%$424.6K$379.2K-$45.4K2026-10-26
Private Client Services, LLC
INCREASED9,6948,966+728+8%$331.8K$367.6K+$35.8K2026-10-02
J.W. Cole Advisors, Inc.
INCREASED9,4379,364+73+1%$346.5K$357.8K+$11.4K2026-11-05
Rossby Financial, LCC
INCREASED8,5658,547+18+0%$316.3K$324.8K+$8.5K2026-11-05
Tucker Asset Management LLC
INCREASED8,4918,385+106+1%$310.3K$322.0K+$11.7K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,5636,888+675+10%$254.9K$286.8K+$31.9K2026-10-14
Wealthcare Advisory Partners LLC
NEW7,502—+7,502——$284.5K—2026-10-21
Cullen T Bankers, Inc.
INCREASED7,3794,054+3,325+82%$150.0K$279.8K+$129.8K2026-10-28
Perigon Wealth Management, LLC
INCREASED6,4565,912+544+9%$218.8K$244.8K+$26.0K2026-10-22
First Heartland Consultants, Inc.
INCREASED6,4346,429+5+0%$237.9K$244.0K+$6.1K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED6,4326,204+228+4%$229.6K$243.9K+$14.3K2026-11-03
tru Independence LLC
INCREASED6,0106,009+1+0%$222.3K$227.9K+$5.6K2026-10-20
Integrity Alliance, Llc.
DECREASED5,8808,995-3,115-35%$332.9K$223.0K-$109.9K2026-10-29
American Institute for Advanced Investment Management, LLP
INCREASED5,7405,625+115+2%$208.1K$217.7K+$9.5K2026-11-03
Albion Financial Group
UNCHANGED5,7355,73500%$212.2K$217.5K+$5.3K2026-10-21
Creative Planning
INCREASED5,5465,490+56+1%$203.1K$210.3K+$7.2K2026-11-02
Bison Wealth, LLC
INCREASED5,4865,485+1+0%$209.4K$211.8K+$2.4K2026-10-13
Retirement Guys Formula LLC
NEW5,325—+5,325——$201.9K—2026-10-26
Creative Financial Designs Inc
DECREASED4,5707,981-3,411-43%$295.3K$173.3K-$122.0K2026-11-04
Lanark Financial, Inc.
INCREASED2,6642,322+342+15%$85.9K$101.0K+$15.1K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED2,0862,08600%$77.2K$79.1K+$1.9K2026-10-21
Reap Financial Group, LLC
UNCHANGED1,9181,91800%$71.0K$72.7K+$1.8K2026-11-02
POM Investment Strategies, LLC
UNCHANGED1,3861,38600%$51.3K$52.6K+$1.3K2026-10-20
Avion Wealth
UNCHANGED1,3651,36500%$50$51+$12026-11-04
Root Financial Partners, LLC
NEW1,354—+1,354——$51.3K—2026-10-21
Spire Wealth Management
INCREASED1,161966+195+20%$35.7K$44.0K+$8.3K2026-10-30
Capital Investment Advisory Services, LLC
DECREASED1,0371,055-18-2%$39.0K$39.4K+$3882026-10-30
Private Trust Co NA
UNCHANGED97497400%$36.0K$36.9K+$8942026-10-20
Fifth Third Bancorp
UNCHANGED91591500%$33.9K$34.7K+$8402026-11-05
Silver Grove Financial Group, Inc.
INCREASED701367+334+91%$13.6K$26.6K+$13.0K2026-11-05
Russell Investments Group, Ltd.
NEW517—+517——$19.6K—2026-11-06
Quest 10 Wealth Builders, Inc.
INCREASED442373+69+19%$13.8K$16.8K+$3.0K2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED43843800%$16.2K$16.6K+$4022026-10-28
American National Bank & Trust
UNCHANGED36336300%$13.4K$13.8K+$3332026-10-07
Farther Finance Advisors, LLC
DECREASED3017,055-6,754-96%$261.0K$11.4K-$249.6K2026-10-08
Lloyd Advisory Services, Llc.
INCREASED268267+1+0%$9.9K$10.2K+$2862026-11-02
Key Capital Management, Inc
UNCHANGED11611600%$4.3K$4.4K+$1072026-11-03
CX Institutional
NEW52—+52——$2—2026-10-02
Decker Retirement Planning Inc.
NEW22—+22——$834—2026-10-19
Altus Wealth Group LLC
CLOSED020,609-20,609-100%$762.6K$0-$762.6K2026-10-20
Golden State Wealth Management, LLC
CLOSED020,041-20,041-100%$741.6K$0-$741.6K2026-11-02
StoneX Group Inc.
CLOSED08,156-8,156-100%$299.5K$0-$299.5K2026-11-03
Salem Investment Counselors Inc
CLOSED01,016-1,016-100%$37.6K$0-$37.6K2026-10-13
Wagner Wealth Management, LLC
CLOSED0135-135-100%$5.0K$0-$5.0K2026-10-21
Blue Trust, Inc.
CLOSED0110-110-100%$4.1K$0-$4.1K2026-10-15
Raymond James Financial Inc
N/A—1,907,304-1,907,304-100%$70.6M———
Cetera Investment Advisers
N/A—1,534,056-1,534,056-100%$56.8M———
Morgan Stanley
N/A—1,108,922-1,108,922-100%$41.0M———
Envestnet Asset Management Inc
N/A—1,085,460-1,085,460-100%$40.2M———
Osaic Holdings, Inc.
N/A—777,672-777,672-100%$28.8M———
Royal Bank of Canada
N/A—541,872-541,872-100%$20.1M———
ODonnell Financial Services, LLC
N/A—517,844-517,844-100%$19.2M———
Independent Advisor Alliance
N/A—419,671-419,671-100%$15.5M———
Wells Fargo & Company
N/A—330,749-330,749-100%$12.2M———
Stifel Financial Corp
N/A—254,760-254,760-100%$9.4M———
NewEdge Advisors, LLC
N/A—253,115-253,115-100%$9.4M———
Integrated Wealth Concepts LLC
N/A—252,444-252,444-100%$9.3M———
Benjamin Edwards Inc
N/A—201,185-201,185-100%$7.4M———
Baird Financial Group, Inc.
N/A—200,590-200,590-100%$7.4M———
Snowden Capital Advisors LLC
N/A—162,109-162,109-100%$6.0M———
Harbour Investments, Inc.
N/A—154,131-154,131-100%$5.7M———
Janney Montgomery Scott LLC
N/A—148,467-148,467-100%$5.5M———
MML Investors Services, LLC
N/A—134,167-134,167-100%$5.0M———
PCG Wealth Advisors, LLC
N/A—126,201-126,201-100%$4.7M———
Proactive Wealth Strategies LLC
N/A—112,161-112,161-100%$4.2M———
AE Wealth Management LLC
N/A—107,831-107,831-100%$4.0M———
Sanctuary Advisors, LLC
N/A—107,233-107,233-100%$4.0M———
Private Advisor Group, LLC
N/A—106,913-106,913-100%$4.0M———
Gateway Wealth Partners, LLC
N/A—106,235-106,235-100%$3.9M———
Orion Porfolio Solutions, LLC
N/A—66,144-66,144-100%$2.4M———
Belpointe Asset Management LLC
N/A—56,762-56,762-100%$2.1M———
OneAscent Financial Services LLC
N/A—56,392-56,392-100%$2.1M———
Betterment LLC
N/A—52,549-52,549-100%$1.9M———
Wealth Watch Advisors, Inc
N/A—49,571-49,571-100%$1.8M———
Equitable Holdings, Inc.
N/A—48,403-48,403-100%$1.8M———
IFG Advisory, LLC
N/A—48,373-48,373-100%$1.8M———
NewEdge Wealth, LLC
N/A—41,158-41,158-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—40,980-40,980-100%$1.5M———
Pinnacle Family Advisors, LLC
N/A—40,364-40,364-100%$1.5M———
Kapstone Financial Advisors LLC
N/A—38,992-38,992-100%$1.4M———
FSB Premier Wealth Management, Inc.
N/A—38,489-38,489-100%$1.4M———
Western Wealth Management, LLC
N/A—38,220-38,220-100%$1.4M———
Atlas Wealth LLC
N/A—36,760-36,760-100%$1.4M———
Coppell Advisory Solutions LLC
N/A—33,314-33,314-100%$88.2K———
Steward Partners Investment Advisory, LLC
N/A—33,164-33,164-100%$1.2M———
West Michigan Advisors, LLC
N/A—32,200-32,200-100%$1.2M———
Citadel Advisors LLC
N/A—28,348-28,348-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—25,847-25,847-100%$956.4K———
Kingsview Wealth Management, LLC
N/A—25,266-25,266-100%$934.9K———
Ameritas Advisory Services, LLC
N/A—25,092-25,092-100%$928.5K———
Great Valley Advisor Group, Inc.
N/A—24,403-24,403-100%$903.0K———
Calton & Associates, Inc.
N/A—23,332-23,332-100%$863.3K———
Envestnet Portfolio Solutions, Inc.
N/A—23,194-23,194-100%$858.2K———
Geneos Wealth Management Inc.
N/A—22,431-22,431-100%$829.9K———
&partners
N/A—21,681-21,681-100%$802.2K———
Harvest Investment Services, LLC
N/A—20,631-20,631-100%$763.4K———
Susquehanna International Group, LLP
N/A—20,066-20,066-100%$742.5K———
Arkadios Wealth Advisors
N/A—17,256-17,256-100%$638.5K———
Goldman Sachs Group Inc
N/A—15,859-15,859-100%$586.8K———
Magnolia Capital Advisors LLC
N/A—14,133-14,133-100%$523.0K———
Impact Partnership Wealth, LLC
N/A—13,903-13,903-100%$514.4K———
Pinnacle Financial Partners, Inc.
N/A—13,694-13,694-100%$506.7K———
LaSalle St. Investment Advisors, LLC
N/A—12,465-12,465-100%$461.2K———
Legacy Wealth Managment, LLC
N/A—11,956-11,956-100%$442.4K———
Principal Securities, Inc.
N/A—11,484-11,484-100%$424.9K———
Summit Financial, LLC
N/A—11,361-11,361-100%$420.4K———
Traction Financial Partners, LLC
N/A—10,995-10,995-100%$406.8K———
GeoWealth Management, LLC
N/A—10,214-10,214-100%$377.9K———
Global Retirement Partners, LLC
N/A—10,130-10,130-100%$374.8K———
Silver OAK Securities, Incorporated
N/A—9,717-9,717-100%$359.5K———
Smith, Moore & Co.
N/A—9,091-9,091-100%$336.4K———
Capital Analysts, LLC
N/A—8,784-8,784-100%$325.0K———
Petix & Botte Co
N/A—8,626-8,626-100%$319.2K———
World Investment Advisors
N/A—8,604-8,604-100%$318.3K———
Mutual Advisors, LLC
N/A—8,396-8,396-100%$310.7K———
First Trust Advisors LP
N/A—5,769-5,769-100%$213.5K———
BlackRock, Inc.
N/A—5,327-5,327-100%$197.1K———
Northwestern Mutual Wealth Management Co
N/A—4,141-4,141-100%$153.2K———
Synergy Investment Management, LLC
N/A—3,048-3,048-100%$112.8K———
FMR LLC
N/A—2,909-2,909-100%$107.7K———
Ameriflex Group, Inc.
N/A—2,145-2,145-100%$79.4K———
N.E.W. Advisory Services LLC
N/A—1,531-1,531-100%$56.7K———
Arax Advisory Partners
N/A—1,264-1,264-100%$46.8K———
NI Acquisitions Company, LLC
N/A—1,132-1,132-100%$284.9K———
Smartleaf Asset Management LLC
N/A—1,032-1,032-100%$38.0K———
Rothschild Investment LLC
N/A—800-800-100%$29.6K———
BFC Planning, Inc.
N/A—754-754-100%$27.9K———
Orion Capital Management LLC
N/A—722-722-100%$26.7K———
Keating Financial Advisory Services, Inc.
N/A—665-665-100%$24.6K———
Medallion Wealth Advisors, LLC
N/A—600-600-100%$17.0K———
Hantz Financial Services, Inc.
N/A—557-557-100%$21———
VSM Wealth Advisory, LLC
N/A—503-503-100%$18.6K———
Financial Gravity Companies, Inc.
N/A—500-500-100%$18.5K———
Jones Financial Companies Lllp
N/A—408-408-100%$15.0K———
Founders Financial Alliance, LLC
N/A—255-255-100%$9.4K———
Huntington National Bank
N/A—210-210-100%$7.8K———
Fiduciary Financial Advisors
N/A—142-142-100%$5.3K———
Mpwm Advisory Solutions, LLC
N/A—117-117-100%$4.3K———
JPMorgan Chase & Co
N/A—104-104-100%$3.8K———
Strive Financial Group,LLC
N/A—54-54-100%$2.0K———
UBS Group AG
N/A—3-3-100%$111———
Showing 199 of 199 institutions