FPXI(FPXI)
FPXI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 462.98K | Mar 31, 26 | +22.33K | 17.25% |
| MORGAN STANLEY | 261.50K | Mar 31, 26 | +57.22K | 9.74% |
| WELLS FARGO & COMPANY/MN | 153.41K | Mar 31, 26 | +11.70K | 5.72% |
| Kestra Advisory Services, LLC | 50.47K | Mar 31, 26 | +1.31K | 1.88% |
| NewEdge Advisors, LLC | 49.60K | Mar 31, 26 | +8.28K | 1.85% |
| Cambridge Investment Research Advisors, Inc. | 45.27K | Mar 31, 26 | +1.57K | 1.69% |
| BANK OF AMERICA CORP /DE/ | 41.52K | Mar 31, 26 | -4.08K | 1.55% |
| UBS Group AG | 38.92K | Mar 31, 26 | +7.53K | 1.45% |
| SFI Advisors, LLC | 38.57K | Mar 31, 26 | -31.62K | 1.44% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 35.27K | Mar 31, 26 | +48 | 1.31% |
| WealthCare Investment Partners, LLC | 35.20K | Mar 31, 26 | +292 | 1.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.42K | Mar 31, 26 | -6.11K | 1.13% |
| Arkadios Wealth Advisors | 29.41K | Mar 31, 26 | +2.18K | 1.10% |
| HighTower Advisors, LLC | 26.12K | Mar 31, 26 | +913 | 0.97% |
| RAYMOND JAMES FINANCIAL INC | 25.46K | Mar 31, 26 | +2.06K | 0.95% |
| BENJAMIN EDWARDS INC | 25.08K | Mar 31, 26 | -2.27K | 0.93% |
| ROYAL BANK OF CANADA | 24.28K | Mar 31, 26 | -1.07K | 0.90% |
| Cetera Investment Advisers | 23.20K | Mar 31, 26 | -1.04K | 0.86% |
| ADVISOR GROUP HOLDINGS, INC. | 21.85K | Mar 31, 26 | +3.75K | 0.81% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.41K | Mar 31, 26 | -73.26K | 0.76% |
| ENVESTNET ASSET MANAGEMENT INC | 17.60K | Mar 31, 26 | -491 | 0.66% |
| CoreCap Advisors, LLC | 16.47K | Mar 31, 26 | -1.03K | 0.61% |
| Impact Partnership Wealth, LLC | 15.91K | Mar 31, 26 | +780 | 0.59% |
| Asset Allocation Strategies LLC | 15.49K | Mar 31, 26 | -1.19K | 0.58% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14.80K | Mar 31, 26 | +8.55K | 0.55% |
| CWM, LLC | 10.47K | Mar 31, 26 | -66 | 0.39% |
| NewEdge Wealth, LLC | 8.55K | Mar 31, 26 | -37 | 0.32% |
| Kingsview Wealth Management, LLC | 7.26K | Mar 31, 26 | +7.26K | 0.27% |
| Meridian Financial, LLC | 7.16K | Mar 31, 26 | -1.30K | 0.27% |
| Equitable Holdings, Inc. | 6.87K | Mar 31, 26 | +6.87K | 0.26% |
| MML INVESTORS SERVICES, LLC | 6.67K | Mar 31, 26 | -4.85K | 0.25% |
| Belpointe Asset Management LLC | 6.35K | Mar 31, 26 | +1 | 0.24% |
| Independent Advisor Alliance | 5.69K | Mar 31, 26 | +5.69K | 0.21% |
| Janney Montgomery Scott LLC | 4.79K | Mar 31, 26 | -1.88K | 0.18% |
| Accel Wealth Management | 4.74K | Mar 31, 26 | +3 | 0.18% |
| Prospera Financial Services Inc | 4.67K | Mar 31, 26 | +1 | 0.17% |
| HARBOUR INVESTMENTS, INC. | 4.67K | Mar 31, 26 | +2.67K | 0.17% |
| Dynamic Advisor Solutions LLC | 4.64K | Mar 31, 26 | -252 | 0.17% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.56K | Mar 31, 26 | -995 | 0.17% |
| CITADEL ADVISORS LLC | 4.49K | Mar 31, 26 | +4.49K | 0.17% |
| Creative Planning | 3.96K | Mar 31, 26 | -12 | 0.15% |
| Ameritas Advisory Services, LLC | 3.35K | Mar 31, 26 | -40 | 0.12% |
| Mariner, LLC | 3.27K | Mar 31, 26 | -175 | 0.12% |
| Integrity Financial Corp /WA | 1.71K | Mar 31, 26 | -525 | 0.06% |
| PRIVATE TRUST CO NA | 1.34K | Mar 31, 26 | -- | 0.05% |
| CLEAR INVESTMENT RESEARCH, LLC | 1.19K | Mar 31, 26 | +1.19K | 0.04% |
| BALLAST ADVISORS LLC | 1.18K | Mar 31, 26 | +1.18K | 0.04% |
| Advisory Services Network, LLC | 1.17K | Mar 31, 26 | +1.17K | 0.04% |
| Atlantic Union Bankshares Corp | 1.11K | Mar 31, 26 | +1 | 0.04% |
| IFP Advisors, Inc | 1.02K | Mar 31, 26 | +1 | 0.04% |
| CITIGROUP INC | 950 | Mar 31, 26 | -- | 0.04% |
| Western Wealth Management, LLC | 777 | Mar 31, 26 | +777 | 0.03% |
| Merkkuri Wealth Advisors LLC | 743 | Mar 31, 26 | +743 | 0.03% |
| AE Wealth Management LLC | 585 | Mar 31, 26 | -- | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 349 | Mar 31, 26 | -- | 0.01% |
| Qube Research & Technologies Ltd | 276 | Mar 31, 26 | -39 | 0.01% |
| Bogart Wealth, LLC | 237 | Mar 31, 26 | -- | 0.01% |
| US BANCORP \DE\ | 211 | Mar 31, 26 | -10.44K | 0.01% |
| Steward Partners Investment Advisory, LLC | 181 | Mar 31, 26 | -- | 0.01% |
| Founders Financial Alliance, LLC | 174 | Mar 31, 26 | +174 | 0.01% |
| Investors Research Corp | 150 | Mar 31, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 149 | Mar 31, 26 | +149 | 0.01% |
| Geneos Wealth Management Inc. | 125 | Mar 31, 26 | -- | 0.00% |
| Wagner Wealth Management, LLC | 118 | Mar 31, 26 | -- | 0.00% |
| Caitlin John, LLC | 108 | Mar 31, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 91 | Mar 31, 26 | -- | 0.00% |
| FMR LLC | 81 | Mar 31, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 75 | Mar 31, 26 | +75 | 0.00% |
| Key FInancial Inc | 31 | Mar 31, 26 | -21 | 0.00% |
| Larson Financial Group LLC | 23 | Mar 31, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 10 | Mar 31, 26 | +10 | 0.00% |
| JPMORGAN CHASE & CO | 1 | Mar 31, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 1 | Mar 31, 26 | -- | 0.00% |
| IHT Wealth Management, LLC | -- | Mar 31, 26 | -3.76K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Mar 31, 26 | -4.71K | -- |
| TrueWealth Financial Partners | -- | Mar 31, 26 | -18.20K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -4.57K | -- |
| Clear Point Advisors Inc. | -- | Mar 31, 26 | -3.49K | -- |
| Strategic Wealth Partners, Ltd. | -- | Mar 31, 26 | -108 | -- |
| Global Retirement Partners, LLC | 57 | Dec 31, 25 | -- | 0.00% |
| COMERICA BANK | -- | Dec 31, 25 | -1.30K | -- |
| Sebold Capital Management, Inc. | 5.97K | Jun 30, 25 | -229 | 0.22% |
| AVANTAX ADVISORY SERVICES, INC. | 3.66K | Jun 30, 25 | -597 | 0.14% |
| Sandy Spring Bank | 1.14K | Mar 31, 25 | -38 | 0.04% |
| Private Portfolio Partners LLC | 5.14K | Dec 31, 24 | -1.26K | 0.19% |
| WINTRUST INVESTMENTS LLC | 814 | Dec 31, 24 | -57 | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 23.37K | Sep 30, 24 | -2.42K | 0.87% |
| RAYMOND JAMES & ASSOCIATES | 5.06K | Sep 30, 24 | -503 | 0.19% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 27.59K | Jun 30, 24 | -297 | 1.03% |
| ICA Group Wealth Management, LLC | 880 | Jun 30, 24 | +4 | 0.03% |
| Cetera Advisors LLC | 13.03K | Mar 31, 24 | -1.70K | 0.49% |
| Cetera Advisor Networks LLC | 11.29K | Mar 31, 24 | -6.26K | 0.42% |
| PROVENCE WEALTH MANAGEMENT GROUP | 1.81K | Dec 31, 23 | -- | 0.07% |
| Ten Capital Wealth Advisors, LLC | 35.98K | Jun 30, 23 | -3.58K | 1.34% |
| Catalyst Wealth Management, LLC | 6.22K | Mar 31, 23 | +6.22K | 0.23% |
| Ahrens Investment Partners LLC | 20 | Mar 31, 23 | +20 | 0.00% |
| Bickling Financial Services, Inc. | 88.16K | Dec 31, 22 | -38.46K | 3.28% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 26.97K | Sep 30, 22 | -5.64K | 1.00% |
| American Portfolios Advisors | 893 | Sep 30, 22 | +893 | 0.03% |
| Holloway Wealth Management, LLC | 2.33K | Mar 31, 22 | -209 | 0.09% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -19.43K | -- |
| Ameritas Investment Company, LLC | 8.22K | Sep 30, 21 | +7.15K | 0.31% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3.50K | Sep 30, 21 | +233 | 0.13% |
| OLD MISSION CAPITAL, LLC | 30.13K | Dec 31, 20 | +30.13K | 1.12% |
| Winslow, Evans & Crocker, Inc. | 4.67K | Dec 31, 20 | +2.92K | 0.17% |
| First Allied Advisory Services, Inc. | 6.21K | Sep 30, 20 | +6.21K | 0.23% |
| ETRADE Capital Management LLC | 5.36K | Sep 30, 20 | +5.36K | 0.20% |
| Advisor Group, Inc. | 12.61K | Dec 31, 19 | +5.56K | 0.47% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.47K | Dec 31, 19 | +505 | 0.05% |
| WFG Advisors, LP | 2.00K | Jun 30, 17 | +151 | 0.07% |