First Trust Long Duration Opportunities ETF(LGOV)

$20.78—Stale · unknown old

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First Trust Long Duration Opportunities ETF(LGOV)

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$20.78—Stale · unknown old

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LGOV(LGOV)

LGOV

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 187 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	4.15M	Jun 30, 26	-118.02K	13.24%
ROYAL BANK OF CANADA	2.11M	Jun 30, 26	+94.24K	6.75%
MORGAN STANLEY	1.82M	Jun 30, 26	+131.83K	5.82%
GDS Wealth Management	1.14M	Jun 30, 26	+50.09K	3.63%
CITADEL ADVISORS LLC	1.05M	Jun 30, 26	+572.77K	3.36%
Fundamentum, LLC	1.02M	Jun 30, 26	+82.08K	3.25%
Walkner Condon Financial Advisors LLC	937.47K	Jun 30, 26	+96.72K	2.99%
STEPHENS INC /AR/	873.43K	Jun 30, 26	+2.72K	2.79%
Cetera Investment Advisers	834.21K	Jun 30, 26	+67.13K	2.66%
ENVESTNET ASSET MANAGEMENT INC	827.10K	Jun 30, 26	+14.49K	2.64%
Integrated Wealth Concepts LLC	789.89K	Jun 30, 26	+296.81K	2.52%
Cambridge Investment Research Advisors, Inc.	735.43K	Jun 30, 26	-71.92K	2.35%
Concurrent Investment Advisors, LLC	571.69K	Jun 30, 26	+35.41K	1.82%
Financial Enhancement Group LLC	494.72K	Jun 30, 26	-3.77K	1.58%
RAYMOND JAMES FINANCIAL INC	459.94K	Jun 30, 26	-555.29K	1.47%
Csenge Advisory Group	457.56K	Jun 30, 26	-678.24K	1.46%
FIRST TRUST ADVISORS LP	434.00K	Jun 30, 26	+39.48K	1.39%
Anderson Financial Strategies, LLC	368.71K	Jun 30, 26	+29.48K	1.18%
Tidemark, LLC	350.70K	Jun 30, 26	-249.77K	1.12%
Kingsview Wealth Management, LLC	311.80K	Jun 30, 26	+15.14K	1.00%
WILEY BROS.-AINTREE CAPITAL, LLC	309.72K	Jun 30, 26	+94.31K	0.99%
Centennial Wealth Advisory LLC	261.40K	Jun 30, 26	-133.09K	0.83%
Heck Capital Advisors, LLC	255.23K	Jun 30, 26	+255.23K	0.81%
Farther Finance Advisors, LLC	236.94K	Jun 30, 26	-35.54K	0.76%
ADVISOR GROUP HOLDINGS, INC.	221.51K	Jun 30, 26	+95.12K	0.71%
NewEdge Advisors, LLC	206.02K	Jun 30, 26	-26.97K	0.66%
VAQUERO PRIVATE WEALTH, LTD	205.38K	Jun 30, 26	+205.38K	0.66%
BENJAMIN EDWARDS INC	198.69K	Jun 30, 26	+9.35K	0.63%
OLD MISSION CAPITAL LLC	195.71K	Jun 30, 26	+195.71K	0.62%
TSFG, LLC	195.12K	Jun 30, 26	-69.32K	0.62%
Marshall Financial Group LLC	191.85K	Jun 30, 26	-504.43K	0.61%
Midwest Financial Network, LLC	183.00K	Jun 30, 26	-40.87K	0.58%
HRT FINANCIAL LP	178.32K	Jun 30, 26	+178.32K	0.57%
Comprehensive Wealth Management, LLC	168.73K	Jun 30, 26	-89.28K	0.54%
Janney Montgomery Scott LLC	157.34K	Jun 30, 26	+9.04K	0.50%
FSB PREMIER WEALTH MANAGEMENT, INC.	148.37K	Jun 30, 26	+9.62K	0.47%
Prospera Financial Services Inc	142.19K	Jun 30, 26	-6.27K	0.45%
Midwest Financial Group LLC	134.83K	Jun 30, 26	+8.95K	0.43%
ARVEST INVESTMENTS, INC.	129.40K	Jun 30, 26	+19.81K	0.41%
IAMS WEALTH MANAGEMENT, LLC	127.86K	Jun 30, 26	+18.62K	0.41%
JANE STREET GROUP, LLC	124.59K	Jun 30, 26	+124.59K	0.40%
Kestra Advisory Services, LLC	117.84K	Jun 30, 26	+3.03K	0.38%
Gladstone Institutional Advisory LLC	113.79K	Jun 30, 26	-30.09K	0.36%
Holistic Financial Partners	113.22K	Jun 30, 26	-42.22K	0.36%
Mutual Advisors, LLC	112.14K	Jun 30, 26	+112.14K	0.36%
MGO ONE SEVEN LLC	104.72K	Jun 30, 26	+2.91K	0.33%
ASSETMARK, INC	104.41K	Jun 30, 26	+5.78K	0.33%
GOLDMAN SACHS GROUP INC	102.95K	Jun 30, 26	+73.76K	0.33%
COMMONWEALTH EQUITY SERVICES, LLC	98.74K	Jun 30, 26	+7.48K	0.32%
TCFG Investment Advisors, LLC	78.47K	Jun 30, 26	+27	0.25%
INDEPENDENT FINANCIAL GROUP, LLC	76.70K	Jun 30, 26	-24.08K	0.24%
KESTRA PRIVATE WEALTH SERVICES, LLC	66.23K	Jun 30, 26	+7.74K	0.21%
Bank of New York Mellon Corp	64.26K	Jun 30, 26	+2.95K	0.21%
Investors Research Corp	63.23K	Jun 30, 26	-1.99K	0.20%
AE Wealth Management LLC	60.13K	Jun 30, 26	-6.20K	0.19%
TRUIST FINANCIAL CORP	58.42K	Jun 30, 26	-760	0.19%
Brinker Capital Investments, LLC	57.07K	Jun 30, 26	+3.17K	0.18%
IFG Advisory, LLC	56.62K	Jun 30, 26	+56.62K	0.18%
Accel Wealth Management	50.34K	Jun 30, 26	-25.98K	0.16%
Ameritas Investment Partners, Inc.	45.84K	Jun 30, 26	+24	0.15%
Foundations Investment Advisors, LLC	42.29K	Jun 30, 26	+19.40K	0.13%
PARK AVENUE SECURITIES LLC	39.61K	Jun 30, 26	-118	0.13%
HARBOUR INVESTMENTS, INC.	35.84K	Jun 30, 26	+8.52K	0.11%
Steward Partners Investment Advisory, LLC	34.70K	Jun 30, 26	+8.53K	0.11%
SRS Capital Advisors, Inc.	33.89K	Jun 30, 26	--	0.11%
Sanctuary Advisors, LLC	32.08K	Jun 30, 26	+1.07K	0.10%
HighTower Advisors, LLC	31.76K	Jun 30, 26	-245.10K	0.10%
Maia Wealth LLC	31.70K	Jun 30, 26	-1.01K	0.10%
MML INVESTORS SERVICES, LLC	31.38K	Jun 30, 26	+16.42K	0.10%
Pinnacle Family Advisors, LLC	30.93K	Jun 30, 26	+1.34K	0.10%
Gateway Wealth Partners, LLC	30.60K	Jun 30, 26	-2.66K	0.10%
IFS Group,LLC	30.37K	Jun 30, 26	+6.40K	0.10%
BAM Wealth Management, LLC	29.79K	Jun 30, 26	+9.29K	0.10%
Rockefeller Capital Management L.P.	27.12K	Jun 30, 26	-239	0.09%
Western Wealth Management, LLC	26.36K	Jun 30, 26	-5.01K	0.08%
Envestnet Portfolio Solutions, Inc.	25.16K	Jun 30, 26	+52	0.08%
LaSalle St. Investment Advisors, LLC	25.04K	Jun 30, 26	-293	0.08%
Providence First Trust Co	23.64K	Jun 30, 26	+23.64K	0.08%
Dynamic Advisor Solutions LLC	23.62K	Jun 30, 26	+23.62K	0.08%
Coppell Advisory Solutions LLC	23.55K	Jun 30, 26	+23.55K	0.08%
Sequent Planning LLC	23.46K	Jun 30, 26	-99.92K	0.07%
Atria Investments, Inc	23.21K	Jun 30, 26	+2.44K	0.07%
RFG Advisory, LLC	22.82K	Jun 30, 26	+5	0.07%
IFP Advisors, Inc	21.98K	Jun 30, 26	-1.44K	0.07%
Aurora Private Wealth, Inc.	20.95K	Jun 30, 26	-669	0.07%
Capital CS Group, LLC	20.58K	Jun 30, 26	+20.58K	0.07%
Perigon Wealth Management, LLC	20.47K	Jun 30, 26	-26	0.07%
BlueChip Wealth Advisors LLC	20.12K	Jun 30, 26	--	0.06%
Snowden Capital Advisors LLC	18.08K	Jun 30, 26	-21.41K	0.06%
Spire Wealth Management	18.02K	Jun 30, 26	+299	0.06%
Rossby Financial, LCC	17.95K	Jun 30, 26	+96	0.06%
PRINCIPAL SECURITIES, INC.	17.83K	Jun 30, 26	-733	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	17.68K	Jun 30, 26	+3.20K	0.06%
Pine Valley Investments Ltd Liability Co	16.09K	Jun 30, 26	+1.50K	0.05%
KKM Financial LLC	15.06K	Jun 30, 26	+747	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.67K	Jun 30, 26	-69.42K	0.05%
NOVEM GROUP	13.96K	Jun 30, 26	+1.37K	0.04%
Integrated Advisors Network LLC	13.66K	Jun 30, 26	-2.27K	0.04%
Equitable Holdings, Inc.	13.28K	Jun 30, 26	-882	0.04%
JPMORGAN CHASE & CO	12.86K	Jun 30, 26	-1.14K	0.04%
Medallion Wealth Advisors, LLC	12.70K	Jun 30, 26	-543	0.04%
AMERIPRISE FINANCIAL INC	12.47K	Jun 30, 26	-1.72K	0.04%
Private Advisor Group, LLC	12.45K	Jun 30, 26	+12.45K	0.04%
STIFEL FINANCIAL CORP	12.14K	Jun 30, 26	+307	0.04%
Ambassador Advisors, LLC	11.90K	Jun 30, 26	-5.30K	0.04%
Asset Allocation Strategies LLC	11.27K	Jun 30, 26	+11.27K	0.04%
Pensionmark Financial Group, LLC	10.60K	Jun 30, 26	+259	0.03%
Park Square Financial Group, LLC	10.33K	Jun 30, 26	-12.74K	0.03%
StoneX Group Inc.	10.26K	Jun 30, 26	+10.26K	0.03%
Wealth Management Associates, Inc.	10.16K	Jun 30, 26	--	0.03%
HBK Sorce Advisory LLC	10.15K	Jun 30, 26	+188	0.03%
MBE Wealth Management, LLC	10.15K	Jun 30, 26	--	0.03%
Geneos Wealth Management Inc.	9.61K	Jun 30, 26	+1.80K	0.03%
US BANCORP \DE\	8.13K	Jun 30, 26	--	0.03%
CENTAURUS FINANCIAL, INC.	8.12K	Jun 30, 26	--	0.03%
NI ACQUISITIONS COMPANY, LLC	6.21K	Jun 30, 26	+6.21K	0.02%
PRIVATE TRUST CO NA	4.43K	Jun 30, 26	+104	0.01%
Pinnacle Bancorp, Inc.	4.15K	Jun 30, 26	--	0.01%
TUCKER ASSET MANAGEMENT LLC	4.01K	Jun 30, 26	-266	0.01%
Synergy Investment Management, LLC	3.80K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	2.72K	Jun 30, 26	+2.72K	0.01%
Newbridge Financial Services Group, Inc.	2.70K	Jun 30, 26	+577	0.01%
Larson Financial Group LLC	2.20K	Jun 30, 26	--	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	2.17K	Jun 30, 26	+2.17K	0.01%
Raleigh Capital Management Inc.	1.95K	Jun 30, 26	+21	0.01%
FIFTH THIRD BANCORP	1.86K	Jun 30, 26	+704	0.01%
Quest 10 Wealth Builders, Inc.	1.56K	Jun 30, 26	+331	0.00%
WELLS FARGO & COMPANY/MN	1.50K	Jun 30, 26	+1	0.00%
AdvisorNet Financial, Inc	1.45K	Jun 30, 26	+1.44K	0.00%
Allworth Financial LP	955	Jun 30, 26	+11	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	916	Jun 30, 26	+589	0.00%
CULLEN/FROST BANKERS, INC.	738	Jun 30, 26	+367	0.00%
NBC SECURITIES, INC.	723	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	643	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	467	Jun 30, 26	+5	0.00%
Keating Financial Advisory Services, Inc.	454	Jun 30, 26	+236	0.00%
Continuum Advisory, LLC	450	Jun 30, 26	+450	0.00%
Parallel Advisors, LLC	433	Jun 30, 26	-26	0.00%
Ashton Thomas Private Wealth, LLC	428	Jun 30, 26	+38	0.00%
WHITTIER TRUST CO OF NEVADA INC	385	Jun 30, 26	--	0.00%
Key Capital Management, INC	274	Jun 30, 26	+17	0.00%
AMERICAN NATIONAL BANK	262	Jun 30, 26	--	0.00%
Mowery & Schoenfeld Wealth Management, LLC	260	Jun 30, 26	+260	0.00%
Lloyd Advisory Services, LLC.	232	Jun 30, 26	+232	0.00%
JONES FINANCIAL COMPANIES LLLP	189	Jun 30, 26	+189	0.00%
AMERIFLEX GROUP, INC.	146	Jun 30, 26	--	0.00%
Signature Equity Partners, LLC	99	Jun 30, 26	+30	0.00%
Wagner Wealth Management, LLC	82	Jun 30, 26	+1	0.00%
Silver Grove Financial Group, Inc.	46	Jun 30, 26	+46	0.00%
Capital Investment Advisory Services, LLC	30	Jun 30, 26	+2	0.00%
Strive Financial Group ,LLC	23	Jun 30, 26	+23	0.00%
Allspring Global Investments Holdings, LLC	18	Jun 30, 26	+18	0.00%
Smartleaf Asset Management LLC	14	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	10	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	5	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	1	Jun 30, 26	--	0.00%
Hilton Head Capital Partners, LLC	--	Jun 30, 26	-22	--
Independent Advisor Alliance	--	Jun 30, 26	-25.82K	--
Root Financial Partners, LLC	--	Jun 30, 26	-175	--
VANGUARD ADVISERS INC	--	Jun 30, 26	-117	--
Advisory Services Network, LLC	--	Jun 30, 26	-2.80K	--
Pacific Excel Wealth Advisors, Inc.	--	Jun 30, 26	-25.67K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-5.78K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-20.87K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-566	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-18.09K	--
Triad Wealth Partners, LLC	--	Jun 30, 26	-14.06K	--
Decker Retirement Planning Inc.	--	Jun 30, 26	-296	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-512	--
TCFG WEALTH MANAGEMENT, LLC	78.44K	Mar 31, 26	+156	0.25%
CWM, LLC	679	Mar 31, 26	--	0.00%
COMERICA BANK	972	Dec 31, 25	-2.97K	0.00%
Atria Wealth Solutions, Inc.	662.84K	Jun 30, 25	+86.16K	2.12%
AVANTAX ADVISORY SERVICES, INC.	208.07K	Jun 30, 25	-46.11K	0.66%
Legacy Investment Solutions, LLC	566	Jun 30, 25	+566	0.00%
Orion Portfolio Solutions, LLC	120.61K	Mar 31, 25	-747	0.38%
Householder Group Estate & Retirement Specialist, LLC	12.37K	Dec 31, 24	+10.51K	0.04%
SignalPoint Asset Management, LLC	--	Dec 31, 24	-45.06K	--
RAYMOND JAMES & ASSOCIATES	707.20K	Sep 30, 24	+456.00K	2.26%
Raymond James Financial Services Advisors, Inc.	642.39K	Sep 30, 24	+402.37K	2.05%
CEDRUS LLC	99.27K	Sep 30, 24	+46.82K	0.32%
VitalStone Financial, LLC	222	Sep 30, 24	+222	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	84.75K	Jun 30, 24	+21.14K	0.27%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-208.22K	--
Cetera Advisor Networks LLC	247.62K	Mar 31, 24	+51.60K	0.79%
Cetera Advisors LLC	64.32K	Mar 31, 24	+46.04K	0.21%
Coppell Advisory Solutions Corp.	10.31K	Mar 31, 24	+10.31K	0.03%

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Holder

Date

Change

% Held

LPL Financial LLC

4.15M

Jun 30, 26

-118.02K

13.24%

ROYAL BANK OF CANADA

2.11M

Jun 30, 26

+94.24K

6.75%

MORGAN STANLEY

1.82M

Jun 30, 26

+131.83K

5.82%

GDS Wealth Management

1.14M

Jun 30, 26

+50.09K

3.63%

CITADEL ADVISORS LLC

1.05M

Jun 30, 26

+572.77K

3.36%

Fundamentum, LLC

1.02M

Jun 30, 26

+82.08K

3.25%

Walkner Condon Financial Advisors LLC

937.47K

Jun 30, 26

+96.72K

2.99%

STEPHENS INC /AR/

873.43K

Jun 30, 26

+2.72K

2.79%

Cetera Investment Advisers

834.21K

Jun 30, 26

+67.13K

2.66%

ENVESTNET ASSET MANAGEMENT INC

827.10K

Jun 30, 26

+14.49K

2.64%

Integrated Wealth Concepts LLC

789.89K

Jun 30, 26

+296.81K

2.52%

Cambridge Investment Research Advisors, Inc.

735.43K

Jun 30, 26

-71.92K

2.35%

Concurrent Investment Advisors, LLC

571.69K

Jun 30, 26

+35.41K

1.82%

Financial Enhancement Group LLC

494.72K

Jun 30, 26

-3.77K

1.58%

RAYMOND JAMES FINANCIAL INC

459.94K

Jun 30, 26

-555.29K

1.47%

Csenge Advisory Group

457.56K

Jun 30, 26

-678.24K

1.46%

FIRST TRUST ADVISORS LP

434.00K

Jun 30, 26

+39.48K

1.39%

Anderson Financial Strategies, LLC

368.71K

Jun 30, 26

+29.48K

1.18%

Tidemark, LLC

350.70K

Jun 30, 26

-249.77K

1.12%

Kingsview Wealth Management, LLC

311.80K

Jun 30, 26

+15.14K

1.00%

WILEY BROS.-AINTREE CAPITAL, LLC

309.72K

Jun 30, 26

+94.31K

0.99%

Centennial Wealth Advisory LLC

261.40K

Jun 30, 26

-133.09K

0.83%

Heck Capital Advisors, LLC

255.23K

Jun 30, 26

+255.23K

0.81%

Farther Finance Advisors, LLC

236.94K

Jun 30, 26

-35.54K

0.76%

ADVISOR GROUP HOLDINGS, INC.

221.51K

Jun 30, 26

+95.12K

0.71%

NewEdge Advisors, LLC

206.02K

Jun 30, 26

-26.97K

0.66%

VAQUERO PRIVATE WEALTH, LTD

205.38K

Jun 30, 26

+205.38K

0.66%

BENJAMIN EDWARDS INC

198.69K

Jun 30, 26

+9.35K

0.63%

OLD MISSION CAPITAL LLC

195.71K

Jun 30, 26

+195.71K

0.62%

TSFG, LLC

195.12K

Jun 30, 26

-69.32K

0.62%

Marshall Financial Group LLC

191.85K

Jun 30, 26

-504.43K

0.61%

Midwest Financial Network, LLC

183.00K

Jun 30, 26

-40.87K

0.58%

HRT FINANCIAL LP

178.32K

Jun 30, 26

+178.32K

0.57%

Comprehensive Wealth Management, LLC

168.73K

Jun 30, 26

-89.28K

0.54%

Janney Montgomery Scott LLC

157.34K

Jun 30, 26

+9.04K

0.50%

FSB PREMIER WEALTH MANAGEMENT, INC.

148.37K

Jun 30, 26

+9.62K

0.47%

Prospera Financial Services Inc

142.19K

Jun 30, 26

-6.27K

0.45%

Midwest Financial Group LLC

134.83K

Jun 30, 26

+8.95K

0.43%

ARVEST INVESTMENTS, INC.

129.40K

Jun 30, 26

+19.81K

0.41%

IAMS WEALTH MANAGEMENT, LLC

127.86K

Jun 30, 26

+18.62K

0.41%

JANE STREET GROUP, LLC

124.59K

Jun 30, 26

+124.59K

0.40%

Kestra Advisory Services, LLC

117.84K

Jun 30, 26

+3.03K

0.38%

Gladstone Institutional Advisory LLC

113.79K

Jun 30, 26

-30.09K

0.36%

Holistic Financial Partners

113.22K

Jun 30, 26

-42.22K

0.36%

Mutual Advisors, LLC

112.14K

Jun 30, 26

+112.14K

0.36%

MGO ONE SEVEN LLC

104.72K

Jun 30, 26

+2.91K

0.33%

ASSETMARK, INC

104.41K

Jun 30, 26

+5.78K

0.33%

GOLDMAN SACHS GROUP INC

102.95K

Jun 30, 26

+73.76K

0.33%

COMMONWEALTH EQUITY SERVICES, LLC

98.74K

Jun 30, 26

+7.48K

0.32%

TCFG Investment Advisors, LLC

78.47K

Jun 30, 26

+27

0.25%

INDEPENDENT FINANCIAL GROUP, LLC

76.70K

Jun 30, 26

-24.08K

0.24%

KESTRA PRIVATE WEALTH SERVICES, LLC

66.23K

Jun 30, 26

+7.74K

0.21%

Bank of New York Mellon Corp

64.26K

Jun 30, 26

+2.95K

0.21%

Investors Research Corp

63.23K

Jun 30, 26

-1.99K

0.20%

AE Wealth Management LLC

60.13K

Jun 30, 26

-6.20K

0.19%

TRUIST FINANCIAL CORP

58.42K

Jun 30, 26

-760

0.19%

Brinker Capital Investments, LLC

57.07K

Jun 30, 26

+3.17K

0.18%

IFG Advisory, LLC

56.62K

Jun 30, 26

+56.62K

0.18%

Accel Wealth Management

50.34K

Jun 30, 26

-25.98K

0.16%

Ameritas Investment Partners, Inc.

45.84K

Jun 30, 26

+24

0.15%

Foundations Investment Advisors, LLC

42.29K

Jun 30, 26

+19.40K

0.13%

PARK AVENUE SECURITIES LLC

39.61K

Jun 30, 26

-118

0.13%

HARBOUR INVESTMENTS, INC.

35.84K

Jun 30, 26

+8.52K

0.11%

Steward Partners Investment Advisory, LLC

34.70K

Jun 30, 26

+8.53K

0.11%

SRS Capital Advisors, Inc.

33.89K

Jun 30, 26

0.11%

Sanctuary Advisors, LLC

32.08K

Jun 30, 26

+1.07K

0.10%

HighTower Advisors, LLC

31.76K

Jun 30, 26

-245.10K

0.10%

Maia Wealth LLC

31.70K

Jun 30, 26

-1.01K

0.10%

MML INVESTORS SERVICES, LLC

31.38K

Jun 30, 26

+16.42K

0.10%

Pinnacle Family Advisors, LLC

30.93K

Jun 30, 26

+1.34K

0.10%

Gateway Wealth Partners, LLC

30.60K

Jun 30, 26

-2.66K

0.10%

IFS Group,LLC

30.37K

Jun 30, 26

+6.40K

0.10%

BAM Wealth Management, LLC

29.79K

Jun 30, 26

+9.29K

0.10%

Rockefeller Capital Management L.P.

27.12K

Jun 30, 26

-239

0.09%

Western Wealth Management, LLC

26.36K

Jun 30, 26

-5.01K

0.08%

Envestnet Portfolio Solutions, Inc.

25.16K

Jun 30, 26

+52

0.08%

LaSalle St. Investment Advisors, LLC

25.04K

Jun 30, 26

-293

0.08%

Providence First Trust Co

23.64K

Jun 30, 26

+23.64K

0.08%

Dynamic Advisor Solutions LLC

23.62K

Jun 30, 26

+23.62K

0.08%

Coppell Advisory Solutions LLC

23.55K

Jun 30, 26

+23.55K

0.08%

Sequent Planning LLC

23.46K

Jun 30, 26

-99.92K

0.07%

Atria Investments, Inc

23.21K

Jun 30, 26

+2.44K

0.07%

RFG Advisory, LLC

22.82K

Jun 30, 26

0.07%

IFP Advisors, Inc

21.98K

Jun 30, 26

-1.44K

0.07%

Aurora Private Wealth, Inc.

20.95K

Jun 30, 26

-669

0.07%

Capital CS Group, LLC

20.58K

Jun 30, 26

+20.58K

0.07%

Perigon Wealth Management, LLC

20.47K

Jun 30, 26

-26

0.07%

BlueChip Wealth Advisors LLC

20.12K

Jun 30, 26

0.06%

Snowden Capital Advisors LLC

18.08K

Jun 30, 26

-21.41K

0.06%

Spire Wealth Management

18.02K

Jun 30, 26

+299

0.06%

Rossby Financial, LCC

17.95K

Jun 30, 26

+96

0.06%

PRINCIPAL SECURITIES, INC.

17.83K

Jun 30, 26

-733

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

17.68K

Jun 30, 26

+3.20K

0.06%

Pine Valley Investments Ltd Liability Co

16.09K

Jun 30, 26

+1.50K

0.05%

KKM Financial LLC

15.06K

Jun 30, 26

+747

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.67K

Jun 30, 26

-69.42K

0.05%

NOVEM GROUP

13.96K

Jun 30, 26

+1.37K

0.04%

Integrated Advisors Network LLC

13.66K

Jun 30, 26

-2.27K

0.04%

Equitable Holdings, Inc.

13.28K

Jun 30, 26

-882

0.04%

JPMORGAN CHASE & CO

12.86K

Jun 30, 26

-1.14K

0.04%

Medallion Wealth Advisors, LLC

12.70K

Jun 30, 26

-543

0.04%

AMERIPRISE FINANCIAL INC

12.47K

Jun 30, 26

-1.72K

0.04%

Private Advisor Group, LLC

12.45K

Jun 30, 26

+12.45K

0.04%

STIFEL FINANCIAL CORP

12.14K

Jun 30, 26

+307

0.04%

Ambassador Advisors, LLC

11.90K

Jun 30, 26

-5.30K

0.04%

Asset Allocation Strategies LLC

11.27K

Jun 30, 26

+11.27K

0.04%

Pensionmark Financial Group, LLC

10.60K

Jun 30, 26

+259

0.03%

Park Square Financial Group, LLC

10.33K

Jun 30, 26

-12.74K

0.03%

StoneX Group Inc.

10.26K

Jun 30, 26

+10.26K

0.03%

Wealth Management Associates, Inc.

10.16K

Jun 30, 26

0.03%

HBK Sorce Advisory LLC

10.15K

Jun 30, 26

+188

0.03%

MBE Wealth Management, LLC

10.15K

Jun 30, 26

0.03%

Geneos Wealth Management Inc.

9.61K

Jun 30, 26

+1.80K

0.03%

US BANCORP \DE\

8.13K

Jun 30, 26

0.03%

CENTAURUS FINANCIAL, INC.

8.12K

Jun 30, 26

0.03%

NI ACQUISITIONS COMPANY, LLC

6.21K

Jun 30, 26

+6.21K

0.02%

PRIVATE TRUST CO NA

4.43K

Jun 30, 26

+104

0.01%

Pinnacle Bancorp, Inc.

4.15K

Jun 30, 26

0.01%

TUCKER ASSET MANAGEMENT LLC

4.01K

Jun 30, 26

-266

0.01%

Synergy Investment Management, LLC

3.80K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

2.72K

Jun 30, 26

+2.72K

0.01%

Newbridge Financial Services Group, Inc.

2.70K

Jun 30, 26

+577

0.01%

Larson Financial Group LLC

2.20K

Jun 30, 26

0.01%

TOUNJIAN ADVISORY PARTNERS, LLC

2.17K

Jun 30, 26

+2.17K

0.01%

Raleigh Capital Management Inc.

1.95K

Jun 30, 26

+21

0.01%

FIFTH THIRD BANCORP

1.86K

Jun 30, 26

+704

0.01%

Quest 10 Wealth Builders, Inc.

1.56K

Jun 30, 26

+331

0.00%

WELLS FARGO & COMPANY/MN

1.50K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

1.45K

Jun 30, 26

+1.44K

0.00%

Allworth Financial LP

955

Jun 30, 26

+11

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

916

Jun 30, 26

+589

0.00%

CULLEN/FROST BANKERS, INC.

738

Jun 30, 26

+367

0.00%

NBC SECURITIES, INC.

723

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

643

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

467

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

454

Jun 30, 26

+236

0.00%

Continuum Advisory, LLC

450

Jun 30, 26

+450

0.00%

Parallel Advisors, LLC

433

Jun 30, 26

-26

0.00%

Ashton Thomas Private Wealth, LLC

428

Jun 30, 26

+38

0.00%

WHITTIER TRUST CO OF NEVADA INC

385

Jun 30, 26

0.00%

Key Capital Management, INC

274

Jun 30, 26

+17

0.00%

AMERICAN NATIONAL BANK

262

Jun 30, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

260

Jun 30, 26

+260

0.00%

Lloyd Advisory Services, LLC.

232

Jun 30, 26

+232

0.00%

JONES FINANCIAL COMPANIES LLLP

189

Jun 30, 26

+189

0.00%

AMERIFLEX GROUP, INC.

146

Jun 30, 26

0.00%

Signature Equity Partners, LLC

Jun 30, 26

+30

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+46

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

+23

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

+18

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

Hilton Head Capital Partners, LLC

Jun 30, 26

-22

Independent Advisor Alliance

Jun 30, 26

-25.82K

Root Financial Partners, LLC

Jun 30, 26

-175

VANGUARD ADVISERS INC

Jun 30, 26

-117

Advisory Services Network, LLC

Jun 30, 26

-2.80K

Pacific Excel Wealth Advisors, Inc.

Jun 30, 26

-25.67K

Sound Income Strategies, LLC

Jun 30, 26

-5.78K

FLOW TRADERS U.S. LLC

Jun 30, 26

-20.87K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-566

VisionPoint Advisory Group, LLC

Jun 30, 26

-18.09K

Triad Wealth Partners, LLC

Jun 30, 26

-14.06K

Decker Retirement Planning Inc.

Jun 30, 26

-296

Merkkuri Wealth Advisors LLC

Jun 30, 26

-512

TCFG WEALTH MANAGEMENT, LLC

78.44K

Mar 31, 26

+156

0.25%

CWM, LLC

679

Mar 31, 26

0.00%

COMERICA BANK

972

Dec 31, 25

-2.97K

0.00%

Atria Wealth Solutions, Inc.

662.84K

Jun 30, 25

+86.16K

2.12%

AVANTAX ADVISORY SERVICES, INC.

208.07K

Jun 30, 25

-46.11K

0.66%

Legacy Investment Solutions, LLC

566

Jun 30, 25

+566

0.00%

Orion Portfolio Solutions, LLC

120.61K

Mar 31, 25

-747

0.38%

Householder Group Estate & Retirement Specialist, LLC

12.37K

Dec 31, 24

+10.51K

0.04%

SignalPoint Asset Management, LLC

Dec 31, 24

-45.06K

RAYMOND JAMES & ASSOCIATES

707.20K

Sep 30, 24

+456.00K

2.26%

Raymond James Financial Services Advisors, Inc.

642.39K

Sep 30, 24

+402.37K

2.05%

CEDRUS LLC

99.27K

Sep 30, 24

+46.82K

0.32%

VitalStone Financial, LLC

222

Sep 30, 24

+222

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

84.75K

Jun 30, 24

+21.14K

0.27%

ICA Group Wealth Management, LLC

Jun 30, 24

-208.22K

Cetera Advisor Networks LLC

247.62K

Mar 31, 24

+51.60K

0.79%

Cetera Advisors LLC

64.32K

Mar 31, 24

+46.04K

0.21%

Coppell Advisory Solutions Corp.

10.31K

Mar 31, 24

+10.31K

0.03%