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First Trust Nasdaq Bank ETF (FTXO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TradeWell Securities, Llc.
DECREASED
Shares152,007 from 156,933
Change-4,926 (-3%)
Value$5.9M (-$603.4K)
Filed 2026-10-21
Wagner Wealth Management, LLC
INCREASED
Shares150,506 from 149,885
Change+621 (+0%)
Value$5.8M (-$370.2K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares146,924 from 100,384
Change+46,540 (+46%)
Value$5.7M (+$1.5M)
Filed 2026-10-26
PFG Advisors
INCREASED
Shares107,365 from 98,047
Change+9,318 (+10%)
Value$4.2M (+$102.7K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares89,240 from 81,354
Change+7,886 (+10%)
Value$3.5M (+$91.2K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares73,599 from 65,506
Change+8,093 (+12%)
Value$2.8M (+$140.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares49,109 from 113,183
Change-64,074 (-57%)
Value$1.9M (-$2.8M)
Filed 2026-11-02
Nearside Advisors, LLC
NEW
Shares36,439
Change+36,439
Value$1.4M
Filed 2026-10-20
Daymark Wealth Partners, LLC
DECREASED
Shares35,683 from 122,082
Change-86,399 (-71%)
Value$1.4M (-$3.7M)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares31,967 from 31,843
Change+124 (+0%)
Value$1.2M (-$78.9K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares29,312 from 32,378
Change-3,066 (-9%)
Value$1.1M (-$203.8K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares26,555 from 24,545
Change+2,010 (+8%)
Value$1.0M (+$13.2K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares24,950 from 4,806
Change+20,144 (+419%)
Value$965.6K (+$767.0K)
Filed 2026-10-29
Puff Wealth Management, LLC
DECREASED
Shares16,621 from 19,015
Change-2,394 (-13%)
Value$643.2K (-$142.7K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
DECREASED
Shares12,091 from 14,629
Change-2,538 (-17%)
Value$467.9K (-$136.7K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares12,055 from 81,259
Change-69,204 (-85%)
Value$466.5K (-$2.9M)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares11,405 from 2,488
Change+8,917 (+358%)
Value$441.4K (+$337.4K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares9,437 from 8,964
Change+473 (+5%)
Value$365.0K (-$12.5K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares7,976 from 4,889
Change+3,087 (+63%)
Value$308.7K (+$106.6K)
Filed 2026-11-04
Englebert Financial Advisers, LLC
DECREASED
Shares7,495 from 9,941
Change-2,446 (-25%)
Value$290.1K (-$120.8K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares6,749 from 8,326
Change-1,577 (-19%)
Value$261.3K (-$89.4K)
Filed 2026-10-13
Novem Group
INCREASED
Shares6,655 from 6,256
Change+399 (+6%)
Value$257.6K (-$993)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares6,519 from 6,562
Change-43 (-1%)
Value$252.3K (-$18.9K)
Filed 2026-10-13
Greenwood Capital Associates LLC
DECREASED
Shares5,374 from 7,874
Change-2,500 (-32%)
Value$208.0K (-$117.5K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares3,081 from 1,361
Change+1,720 (+126%)
Value$119.2K (+$63.0K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares1,458 from 1,460
Change-2 (0%)
Value$56.4K (-$3.9K)
Filed 2026-10-26
Realta Investment Advisors
NEW
Shares1,393
Change+1,393
Value$53.9K
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares1,340 from 1,333
Change+7 (+1%)
Value$51.9K (-$3.2K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares1,294 from 1,293
Change+1 (+0%)
Value$50.1K (-$3.4K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares360 from 367
Change-7 (-2%)
Value$14.1K (-$1.0K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares310 from 265
Change+45 (+17%)
Value$12.0K (+$1.0K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares209 from 208
Change+1 (+0%)
Value$8.1K (-$504)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$6.5K (-$504)
Filed 2026-11-04
American National Bank & Trust
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$3.6K (-$248)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
DECREASED
Shares93 from 1,647
Change-1,554 (-94%)
Value$3.6K (-$64.5K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$3.2K (-$216)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
DECREASED
Shares9 from 63
Change-54 (-86%)
Value$355 (-$2.2K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$271 (-$18)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares2 from 34
Change-32 (-94%)
Value$61 (-$1.4K)
Filed 2026-10-15
Davis Capital Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$40 (-$3)
Filed 2026-10-08
Prospera Financial Services Inc
CLOSED
Shares0 from 33,967
Change-33,967 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Bank of New York Mellon Corp
CLOSED
Shares0 from 18,069
Change-18,069 (-100%)
Value$0 (-$746.8K)
Filed 2026-11-05
Iams Wealth Management, LLC
CLOSED
Shares0 from 16,805
Change-16,805 (-100%)
Value$0 (-$694.6K)
Filed 2026-10-15
HBW Advisory Services LLC
CLOSED
Shares0 from 16,611
Change-16,611 (-100%)
Value$0 (-$686.5K)
Filed 2026-10-15
Atria Investments, Inc
CLOSED
Shares0 from 15,902
Change-15,902 (-100%)
Value$0 (-$657.2K)
Filed 2026-10-15
Park Avenue Securities LLC
CLOSED
Shares0 from 12,818
Change-12,818 (-100%)
Value$0 (-$530.0K)
Filed 2026-10-26
Tucker Asset Management LLC
CLOSED
Shares0 from 1,545
Change-1,545 (-100%)
Value$0 (-$63.9K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$18.2K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-05
Private Trust Co NA
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Key Capital Management, Inc
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$951)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$620)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares0 from 1,067
Change-1,067 (-100%)
Value$0 (-$44.1K)
Filed 2026-10-28
LPL Financial LLC
N/A
Shares— from 760,600
Change-760,600 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 683,125
Change-683,125 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 432,672
Change-432,672 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 413,577
Change-413,577 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 265,877
Change-265,877 (-100%)
Value—
UBS Group AG
N/A
Shares— from 248,339
Change-248,339 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 203,170
Change-203,170 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 154,964
Change-154,964 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 129,362
Change-129,362 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100,141
Change-100,141 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 95,800
Change-95,800 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 83,920
Change-83,920 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 53,197
Change-53,197 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 51,809
Change-51,809 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40,709
Change-40,709 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,213
Change-34,213 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 29,604
Change-29,604 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,639
Change-22,639 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,686
Change-21,686 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,393
Change-21,393 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 20,673
Change-20,673 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,520
Change-20,520 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,430
Change-17,430 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,119
Change-14,119 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,228
Change-13,228 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,070
Change-12,070 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,741
Change-11,741 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,726
Change-11,726 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,754
Change-9,754 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,884
Change-8,884 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 8,082
Change-8,082 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 450
Change-450 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
FMR LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 248
Change-248 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 155
Change-155 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 100
Change-100 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 69
Change-69 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 47
Change-47 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 29
Change-29 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
TradeWell Securities, Llc.
DECREASED152,007156,933-4,926-3%$6.5M$5.9M-$603.4K2026-10-21
Wagner Wealth Management, LLC
INCREASED150,506149,885+621+0%$6.2M$5.8M-$370.2K2026-10-21
Oppenheimer & Co Inc
INCREASED146,924100,384+46,540+46%$4.1M$5.7M+$1.5M2026-10-26
PFG Advisors
INCREASED107,36598,047+9,318+10%$4.1M$4.2M+$102.7K2026-10-16
Truist Financial Corp
INCREASED89,24081,354+7,886+10%$3.4M$3.5M+$91.2K2026-10-30
Kestra Advisory Services, LLC
INCREASED73,59965,506+8,093+12%$2.7M$2.8M+$140.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED49,109113,183-64,074-57%$4.7M$1.9M-$2.8M2026-11-02
Nearside Advisors, LLC
NEW36,439—+36,439——$1.4M—2026-10-20
Daymark Wealth Partners, LLC
DECREASED35,683122,082-86,399-71%$5.0M$1.4M-$3.7M2026-11-04
Nilsine Partners, LLC
INCREASED31,96731,843+124+0%$1.3M$1.2M-$78.9K2026-11-02
IFP Advisors, Inc
DECREASED29,31232,378-3,066-9%$1.3M$1.1M-$203.8K2026-10-16
D.A. Davidson & Co.
INCREASED26,55524,545+2,010+8%$1.0M$1.0M+$13.2K2026-10-28
Signature Equity Partners, LLC
INCREASED24,9504,806+20,144+419%$198.6K$965.6K+$767.0K2026-10-29
Puff Wealth Management, LLC
DECREASED16,62119,015-2,394-13%$785.9K$643.2K-$142.7K2026-10-07
Commonwealth Equity Services, LLC
DECREASED12,09114,629-2,538-17%$604.6K$467.9K-$136.7K2026-11-02
Assetmark, Inc
DECREASED12,05581,259-69,204-85%$3.4M$466.5K-$2.9M2026-10-21
Compass Financial Management LLC
INCREASED11,4052,488+8,917+358%$104.0K$441.4K+$337.4K2026-10-30
International Assets Investment Management, LLC
INCREASED9,4378,964+473+5%$377.6K$365.0K-$12.5K2026-11-02
Citigroup Inc
INCREASED7,9764,889+3,087+63%$202.1K$308.7K+$106.6K2026-11-04
Englebert Financial Advisers, LLC
DECREASED7,4959,941-2,446-25%$410.9K$290.1K-$120.8K2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED6,7498,326-1,577-19%$350.8K$261.3K-$89.4K2026-10-13
Novem Group
INCREASED6,6556,256+399+6%$258.6K$257.6K-$9932026-10-19
Independent Financial Group, LLC
DECREASED6,5196,562-43-1%$271.2K$252.3K-$18.9K2026-10-13
Greenwood Capital Associates LLC
DECREASED5,3747,874-2,500-32%$325.4K$208.0K-$117.5K2026-10-27
Parallel Advisors, LLC
INCREASED3,0811,361+1,720+126%$56.3K$119.2K+$63.0K2026-11-03
Lanark Financial, Inc.
DECREASED1,4581,460-20%$60.3K$56.4K-$3.9K2026-10-26
Realta Investment Advisors
NEW1,393—+1,393——$53.9K—2026-10-14
Creative Financial Designs Inc
INCREASED1,3401,333+7+1%$55.1K$51.9K-$3.2K2026-11-04
Rossby Financial, LCC
INCREASED1,2941,293+1+0%$53.4K$50.1K-$3.4K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED360367-7-2%$15.2K$14.1K-$1.0K2026-10-30
Spire Wealth Management
INCREASED310265+45+17%$11.0K$12.0K+$1.0K2026-10-30
Larson Financial Group LLC
INCREASED209208+1+0%$8.6K$8.1K-$5042026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED16716700%$7.0K$6.5K-$5042026-11-04
American National Bank & Trust
UNCHANGED949400%$3.9K$3.6K-$2482026-10-07
Ashton Thomas Private Wealth, LLC
DECREASED931,647-1,554-94%$68.1K$3.6K-$64.5K2026-11-03
Key FInancial Inc
UNCHANGED828200%$3.4K$3.2K-$2162026-11-02
Lloyd Advisory Services, Llc.
DECREASED963-54-86%$2.6K$355-$2.2K2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED7700%$289$271-$182026-11-04
Blue Trust, Inc.
DECREASED234-32-94%$1.4K$61-$1.4K2026-10-15
Davis Capital Management
UNCHANGED1100%$43$40-$32026-10-08
Prospera Financial Services Inc
CLOSED033,967-33,967-100%$1.4M$0-$1.4M2026-11-04
Bank of New York Mellon Corp
CLOSED018,069-18,069-100%$746.8K$0-$746.8K2026-11-05
Iams Wealth Management, LLC
CLOSED016,805-16,805-100%$694.6K$0-$694.6K2026-10-15
HBW Advisory Services LLC
CLOSED016,611-16,611-100%$686.5K$0-$686.5K2026-10-15
Atria Investments, Inc
CLOSED015,902-15,902-100%$657.2K$0-$657.2K2026-10-15
Park Avenue Securities LLC
CLOSED012,818-12,818-100%$530.0K$0-$530.0K2026-10-26
Tucker Asset Management LLC
CLOSED01,545-1,545-100%$63.9K$0-$63.9K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0500-500-100%$20.7K$0-$20.7K2026-10-14
Tounjian Advisory Partners, LLC
CLOSED0440-440-100%$18.2K$0-$18.2K2026-11-04
Salem Investment Counselors Inc
CLOSED0155-155-100%$6.4K$0-$6.4K2026-10-13
Simplex Trading, LLC
CLOSED0148-148-100%$6.1K$0-$6.1K2026-11-04
Buck Wealth Strategies, LLC
CLOSED0135-135-100%$5.6K$0-$5.6K2026-10-28
Silver Grove Financial Group, Inc.
CLOSED0113-113-100%$4.7K$0-$4.7K2026-11-05
Private Trust Co NA
CLOSED077-77-100%$3.2K$0-$3.2K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
CLOSED047-47-100%$1.9K$0-$1.9K2026-10-28
AdvisorNet Financial, Inc
CLOSED043-43-100%$1.8K$0-$1.8K2026-10-15
Key Capital Management, Inc
CLOSED023-23-100%$951$0-$9512026-11-03
Quest 10 Wealth Builders, Inc.
CLOSED015-15-100%$620$0-$6202026-11-02
Cullen T Bankers, Inc.
DECREASED01,067-1,067-100%$44.1K$0-$44.1K2026-10-28
LPL Financial LLC
N/A—760,600-760,600-100%$31.4M———
Morgan Stanley
N/A—683,125-683,125-100%$28.2M———
Wells Fargo & Company
N/A—432,672-432,672-100%$17.9M———
Bank of America Corp
N/A—413,577-413,577-100%$17.1M———
Raymond James Financial Inc
N/A—265,877-265,877-100%$11.0M———
UBS Group AG
N/A—248,339-248,339-100%$10.3M———
Envestnet Asset Management Inc
N/A—203,170-203,170-100%$8.4M———
NewEdge Advisors, LLC
N/A—154,964-154,964-100%$6.4M———
Cetera Investment Advisers
N/A—129,362-129,362-100%$5.3M———
Royal Bank of Canada
N/A—100,141-100,141-100%$4.1M———
Two Sigma Investments, LP
N/A—95,800-95,800-100%$4.0M———
Janney Montgomery Scott LLC
N/A—83,920-83,920-100%$3.5M———
Goldman Sachs Group Inc
N/A—53,197-53,197-100%$2.2M———
World Investment Advisors
N/A—51,809-51,809-100%$1.9M———
Osaic Holdings, Inc.
N/A—40,709-40,709-100%$1.7M———
Susquehanna International Group, LLP
N/A—34,213-34,213-100%$1.4M———
HRT Financial LP
N/A—29,604-29,604-100%$1.2M———
XTX Topco Ltd
N/A—22,639-22,639-100%$935.7K———
Gateway Wealth Partners, LLC
N/A—21,947-21,947-100%$907.1K———
Citadel Advisors LLC
N/A—21,686-21,686-100%$896.3K———
Snowden Capital Advisors LLC
N/A—21,393-21,393-100%$884.2K———
Ameriprise Financial Inc
N/A—20,673-20,673-100%$854.4K———
Stifel Financial Corp
N/A—20,520-20,520-100%$848.1K———
AE Wealth Management LLC
N/A—17,430-17,430-100%$720.4K———
Holistic Financial Partners
N/A—15,012-15,012-100%$620.4K———
NewEdge Wealth, LLC
N/A—14,119-14,119-100%$583.6K———
Equitable Holdings, Inc.
N/A—13,228-13,228-100%$546.7K———
Benjamin Edwards Inc
N/A—12,070-12,070-100%$498.8K———
JPMorgan Chase & Co
N/A—11,741-11,741-100%$488.4K———
OneAscent Financial Services LLC
N/A—11,726-11,726-100%$484.6K———
Stephens Inc
N/A—9,754-9,754-100%$403.1K———
Harbour Investments, Inc.
N/A—9,035-9,035-100%$373.4K———
Sanctuary Advisors, LLC
N/A—8,884-8,884-100%$367.2K———
Beto Financial Group, LLC
N/A—8,082-8,082-100%$339.8K———
Pursue Wealth Partners LLC
N/A—7,361-7,361-100%$304.2K———
Kingsview Wealth Management, LLC
N/A—7,227-7,227-100%$298.7K———
National Bank of Canada
N/A—6,973-6,973-100%$288.2K———
Orion Porfolio Solutions, LLC
N/A—6,969-6,969-100%$288.0K———
FSB Premier Wealth Management, Inc.
N/A—5,883-5,883-100%$243.2K———
MML Investors Services, LLC
N/A—5,876-5,876-100%$242.9K———
Private Advisor Group, LLC
N/A—5,695-5,695-100%$235.4K———
Great Valley Advisor Group, Inc.
N/A—5,050-5,050-100%$208.7K———
Qube Research & Technologies Ltd
N/A—3,581-3,581-100%$148.0K———
BFC Planning, Inc.
N/A—3,036-3,036-100%$125.5K———
Geneos Wealth Management Inc.
N/A—2,996-2,996-100%$123.8K———
IFG Advisory, LLC
N/A—2,889-2,889-100%$119.4K———
Clearstead Advisors, LLC
N/A—2,358-2,358-100%$97.5K———
Global Retirement Partners, LLC
N/A—2,325-2,325-100%$96.1K———
BlackRock, Inc.
N/A—1,616-1,616-100%$66.8K———
Synergy Investment Management, LLC
N/A—1,534-1,534-100%$63.4K———
Steward Partners Investment Advisory, LLC
N/A—1,280-1,280-100%$52.9K———
Rockefeller Capital Management L.P.
N/A—1,037-1,037-100%$42.9K———
O'shaughnessy Asset Management, LLC
N/A—967-967-100%$40.0K———
Alerus Financial NA
N/A—450-450-100%$18.6K———
Smartleaf Asset Management LLC
N/A—417-417-100%$17.3K———
Topsail Wealth Management, LLC
N/A—400-400-100%$16.5K———
FMR LLC
N/A—253-253-100%$10.5K———
Federation des caisses Desjardins du Quebec
N/A—248-248-100%$10.3K———
Northwestern Mutual Wealth Management Co
N/A—155-155-100%$6.4K———
Transamerica Financial Advisors, LLC
N/A—151-151-100%$6.3K———
Continuum Advisory, LLC
N/A—134-134-100%$5.5K———
Capital Analysts, LLC
N/A—116-116-100%$5———
Arax Advisory Partners
N/A—100-100-100%$4.1K———
Huntington National Bank
N/A—69-69-100%$2.9K———
Mpwm Advisory Solutions, LLC
N/A—58-58-100%$2.4K———
Russell Investments Group, Ltd.
N/A—47-47-100%$1.9K———
Jones Financial Companies Lllp
N/A—47-47-100%$2.0K———
Aptus Capital Advisors, LLC
N/A—40-40-100%$1.7K———
Fiduciary Financial Advisors
N/A—29-29-100%$1.2K———
Strive Financial Group,LLC
N/A—15-15-100%$620———
HHM Wealth Advisors, LLC
N/A—5-5-100%$207———
Showing 130 of 130 institutions