First Trust Indxx NextG ETF(NXTG)

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First Trust Indxx NextG ETF(NXTG)

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$144.56—

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NXTG(NXTG)

NXTG

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 175 Institutional Holders

Holder	Shares	Date	Change	% Held
Kestra Advisory Services, LLC	63.78K	Jun 30, 26	-909	2.13%
Private Advisor Group, LLC	31.74K	Jun 30, 26	+10.64K	1.06%
BENJAMIN EDWARDS INC	22.65K	Jun 30, 26	-3.03K	0.76%
COMMONWEALTH EQUITY SERVICES, LLC	21.94K	Jun 30, 26	-1.05K	0.73%
First PREMIER Bank	19.54K	Jun 30, 26	--	0.65%
INDEPENDENT FINANCIAL GROUP, LLC	18.61K	Jun 30, 26	-625	0.62%
Cambridge Investment Research Advisors, Inc.	17.76K	Jun 30, 26	+242	0.59%
D.A. DAVIDSON & CO.	9.65K	Jun 30, 26	-375	0.32%
J.W. COLE ADVISORS, INC.	7.80K	Jun 30, 26	-208	0.26%
Prospera Financial Services Inc	7.70K	Jun 30, 26	-302	0.26%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6.83K	Jun 30, 26	+1	0.23%
STEPHENS INC /AR/	6.73K	Jun 30, 26	+3	0.23%
Capital Investment Advisory Services, LLC	5.02K	Jun 30, 26	--	0.17%
Cornerstone Wealth Management, LLC	4.92K	Jun 30, 26	-12	0.16%
Morey & Quinn Wealth Partners, LLC	4.47K	Jun 30, 26	-150	0.15%
NBC SECURITIES, INC.	4.23K	Jun 30, 26	-148	0.14%
Marks Group Wealth Management, Inc	4.00K	Jun 30, 26	--	0.13%
TRUIST FINANCIAL CORP	3.36K	Jun 30, 26	-317	0.11%
RIVERCHASE WEALTH MANAGEMENT, LLC	3.23K	Jun 30, 26	--	0.11%
Atria Investments, Inc	3.21K	Jun 30, 26	-3.26K	0.11%
Financial & Tax Architects, LLC	2.91K	Jun 30, 26	+2.91K	0.10%
Banco Santander, S.A.	2.53K	Jun 30, 26	-180	0.08%
Ashton Thomas Private Wealth, LLC	2.32K	Jun 30, 26	-239	0.08%
CoreCap Advisors, LLC	2.18K	Jun 30, 26	-50	0.07%
Kraft, Davis & Associates, LLC	2.17K	Jun 30, 26	+15	0.07%
Prasad Wealth Partners, LLC	2.02K	Jun 30, 26	+8	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	1.83K	Jun 30, 26	--	0.06%
October Effect Ltd	1.80K	Jun 30, 26	--	0.06%
Kovack Advisors, Inc.	1.76K	Jun 30, 26	+1.76K	0.06%
Sequoia Financial Advisors, LLC	1.56K	Jun 30, 26	+1.56K	0.05%
Merit Financial Group, LLC	1.55K	Jun 30, 26	+1.55K	0.05%
WINEBRENNER CAPITAL MANAGEMENT LLC	1.48K	Jun 30, 26	+1.48K	0.05%
RFG Advisory, LLC	1.44K	Jun 30, 26	+1.44K	0.05%
KINGSWOOD WEALTH ADVISORS, LLC	1.33K	Jun 30, 26	+1.33K	0.04%
SIGNATUREFD, LLC	1.24K	Jun 30, 26	--	0.04%
Spire Wealth Management	1.06K	Jun 30, 26	+621	0.04%
IFP Advisors, Inc	740	Jun 30, 26	-1	0.02%
BFSG, LLC	457	Jun 30, 26	--	0.02%
GAMMA Investing LLC	285	Jun 30, 26	--	0.01%
New England Capital Financial Advisors LLC	264	Jun 30, 26	+1	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	256	Jun 30, 26	+1	0.01%
ASSETMARK, INC	217	Jun 30, 26	+156	0.01%
Golden State Wealth Management, LLC	138	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	77	Jun 30, 26	+77	0.00%
Bank & Trust Co	67	Jun 30, 26	--	0.00%
Security National Bank	65	Jun 30, 26	-73	0.00%
Asset Dedication, LLC	60	Jun 30, 26	--	0.00%
Darwin Wealth Management, LLC	33	Jun 30, 26	-29	0.00%
SBI Securities Co., Ltd.	2	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-916	--
Flaharty Asset Management, LLC	--	Jun 30, 26	-8.63K	--
MORGAN STANLEY	213.45K	Mar 31, 26	-4.51K	7.15%
LPL Financial LLC	210.20K	Mar 31, 26	-7.20K	7.04%
UBS Group AG	137.59K	Mar 31, 26	-17.62K	4.61%
RAYMOND JAMES FINANCIAL INC	91.34K	Mar 31, 26	-39.88K	3.06%
ROYAL BANK OF CANADA	79.84K	Mar 31, 26	+13.20K	2.67%
Cetera Investment Advisers	78.49K	Mar 31, 26	-4.51K	2.63%
Janney Montgomery Scott LLC	66.72K	Mar 31, 26	-3.73K	2.23%
WELLS FARGO & COMPANY/MN	61.27K	Mar 31, 26	+6.99K	2.05%
BANK OF AMERICA CORP /DE/	58.65K	Mar 31, 26	+1.46K	1.96%
Cerity Partners LLC	33.49K	Mar 31, 26	+16.99K	1.12%
STIFEL FINANCIAL CORP	32.17K	Mar 31, 26	-341	1.08%
Mariner, LLC	26.37K	Mar 31, 26	-10.78K	0.88%
NewEdge Advisors, LLC	19.91K	Mar 31, 26	+87	0.67%
Perigon Wealth Management, LLC	19.50K	Mar 31, 26	--	0.65%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	18.26K	Mar 31, 26	-1.70K	0.61%
ADVISOR GROUP HOLDINGS, INC.	18.04K	Mar 31, 26	+1.62K	0.60%
PACIFIC SUN FINANCIAL CORP	17.09K	Mar 31, 26	-30	0.57%
WealthCare Investment Partners, LLC	16.80K	Mar 31, 26	-313	0.56%
ENVESTNET ASSET MANAGEMENT INC	14.92K	Mar 31, 26	-4.11K	0.50%
NewEdge Wealth, LLC	14.19K	Mar 31, 26	-68	0.47%
Proactive Wealth Strategies LLC	12.46K	Mar 31, 26	+6.04K	0.42%
Sigma Planning Corp	11.55K	Mar 31, 26	-39	0.39%
Forefront Wealth Partners, LLC	10.56K	Mar 31, 26	-1.62K	0.35%
JANE STREET GROUP, LLC	10.37K	Mar 31, 26	+178	0.35%
Sanctuary Advisors, LLC	10.24K	Mar 31, 26	+346	0.34%
HighPoint Advisor Group LLC	9.75K	Mar 31, 26	-20	0.33%
CWM, LLC	9.72K	Mar 31, 26	-68	0.33%
Belpointe Asset Management LLC	9.62K	Mar 31, 26	-121	0.32%
FIRST TRUST ADVISORS LP	8.45K	Mar 31, 26	-1.96K	0.28%
HARBOUR INVESTMENTS, INC.	7.81K	Mar 31, 26	+598	0.26%
AMERIPRISE FINANCIAL INC	7.69K	Mar 31, 26	+1.47K	0.26%
Baird Financial Group, Inc.	7.30K	Mar 31, 26	-366	0.24%
Stonebridge Financial Planning Group, LLC	7.27K	Mar 31, 26	+1	0.24%
Stratos Wealth Partners, LTD.	7.20K	Mar 31, 26	+361	0.24%
MERCER GLOBAL ADVISORS INC /ADV	6.63K	Mar 31, 26	+6.63K	0.22%
1776 Wealth LLC	6.51K	Mar 31, 26	--	0.22%
Stelac Advisory Services LLC	6.39K	Mar 31, 26	+4.06K	0.21%
Advyzon Investment Management, LLC	5.82K	Mar 31, 26	+5.82K	0.19%
OLD MISSION CAPITAL LLC	5.04K	Mar 31, 26	+5.04K	0.17%
Moors & Cabot, Inc.	5.02K	Mar 31, 26	-519	0.17%
Equitable Holdings, Inc.	4.97K	Mar 31, 26	+512	0.17%
Steward Partners Investment Advisory, LLC	4.85K	Mar 31, 26	-33	0.16%
Rockefeller Capital Management L.P.	4.78K	Mar 31, 26	-224	0.16%
Migdal Insurance & Financial Holdings Ltd.	4.60K	Mar 31, 26	-112	0.15%
AE Wealth Management LLC	4.59K	Mar 31, 26	-355	0.15%
Independent Advisor Alliance	4.55K	Mar 31, 26	+4.55K	0.15%
GUARDIAN WEALTH ADVISORS, LLC / NC	4.23K	Mar 31, 26	--	0.14%
Aptus Capital Advisors, LLC	4.23K	Mar 31, 26	--	0.14%
Stirlingshire Investments, Inc.	3.45K	Mar 31, 26	--	0.12%
Gateway Wealth Partners, LLC	3.31K	Mar 31, 26	+3.31K	0.11%
GTS SECURITIES LLC	2.99K	Mar 31, 26	-9.23K	0.10%
Banco Santander, S.A.	2.71K	Mar 31, 26	-410	0.09%
Ameritas Advisory Services, LLC	2.56K	Mar 31, 26	-191	0.09%
Ashton Thomas Private Wealth, LLC	2.56K	Mar 31, 26	-335	0.09%
MGO ONE SEVEN LLC	2.53K	Mar 31, 26	--	0.08%
MONECO Advisors, LLC	2.10K	Mar 31, 26	--	0.07%
CITADEL ADVISORS LLC	2.08K	Mar 31, 26	+2.08K	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.04K	Mar 31, 26	+234	0.07%
Snowden Capital Advisors LLC	1.96K	Mar 31, 26	+1	0.07%
Arkadios Wealth Advisors	1.93K	Mar 31, 26	-1.28K	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	1.91K	Mar 31, 26	+4	0.06%
StoneX Group Inc.	1.90K	Mar 31, 26	+1.90K	0.06%
Mount Yale Investment Advisors, LLC	1.87K	Mar 31, 26	+1.87K	0.06%
Vestmark Advisory Solutions, Inc.	1.87K	Mar 31, 26	+1.87K	0.06%
CHOREO, LLC	1.83K	Mar 31, 26	+1.83K	0.06%
PCG Wealth Advisors, LLC	1.79K	Mar 31, 26	+1.79K	0.06%
HBK Sorce Advisory LLC	1.75K	Mar 31, 26	--	0.06%
Western Wealth Management, LLC	1.38K	Mar 31, 26	+1.38K	0.05%
FMR LLC	1.36K	Mar 31, 26	+128	0.05%
CITIGROUP INC	1.21K	Mar 31, 26	+3	0.04%
JPMORGAN CHASE & CO	1.17K	Mar 31, 26	--	0.04%
FIFTH THIRD BANCORP	953	Mar 31, 26	+953	0.03%
Geneos Wealth Management Inc.	651	Mar 31, 26	--	0.02%
SRS Capital Advisors, Inc.	495	Mar 31, 26	--	0.02%
Parallel Advisors, LLC	434	Mar 31, 26	+434	0.01%
CENTRAL TRUST Co	410	Mar 31, 26	--	0.01%
Rossby Financial, LCC	400	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	346	Mar 31, 26	+346	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	266	Mar 31, 26	+45	0.01%
Russell Investments Group, Ltd.	248	Mar 31, 26	--	0.01%
Larson Financial Group LLC	199	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	185	Mar 31, 26	+185	0.01%
HOLLENCREST CAPITAL MANAGEMENT	184	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	178	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	172	Mar 31, 26	+1	0.01%
SIMPLEX TRADING, LLC	165	Mar 31, 26	+165	0.01%
Qube Research & Technologies Ltd	132	Mar 31, 26	-1	0.00%
Ameritas Investment Partners, Inc.	125	Mar 31, 26	--	0.00%
Allworth Financial LP	98	Mar 31, 26	--	0.00%
Capital Analysts, LLC	93	Mar 31, 26	--	0.00%
Elevated Capital Advisors, LLC	76	Mar 31, 26	--	0.00%
ASSETMARK, INC	61	Mar 31, 26	-26	0.00%
BANK OF MONTREAL /CAN/	60	Mar 31, 26	--	0.00%
Richard W. Paul & Associates, LLC	16	Mar 31, 26	--	0.00%
Prepared Retirement Institute LLC	--	Mar 31, 26	-2.15K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-16.86K	--
COMERICA BANK	1.10K	Dec 31, 25	--	0.04%
Global Retirement Partners, LLC	541	Dec 31, 25	--	0.02%
AVANTAX ADVISORY SERVICES, INC.	100.06K	Jun 30, 25	-2.15K	3.35%
Atria Wealth Solutions, Inc.	2.68K	Jun 30, 25	--	0.09%
First Horizon Advisors, Inc.	--	Jun 30, 25	-505	--
Householder Group Estate & Retirement Specialist, LLC	222	Dec 31, 24	-88	0.01%
RAYMOND JAMES & ASSOCIATES	63.35K	Sep 30, 24	-364	2.12%
Raymond James Financial Services Advisors, Inc.	24.65K	Sep 30, 24	+415	0.83%
BENJAMIN F. EDWARDS & COMPANY, INC.	55.68K	Jun 30, 24	+381	1.86%
JANICZEK WEALTH MANAGEMENT, LLC	1.10K	Jun 30, 24	+1.10K	0.04%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.71K	--
Cetera Advisor Networks LLC	11.83K	Mar 31, 24	+271	0.40%
Cetera Advisors LLC	6.10K	Mar 31, 24	+6.10K	0.20%
PROVENCE WEALTH MANAGEMENT GROUP	68	Dec 31, 23	--	0.00%
WEALTH ADVISORS, INC.	19.50K	Sep 30, 23	--	0.65%
Kistler-Tiffany Companies, LLC	47	Jun 30, 23	+1	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	29.26K	Sep 30, 22	+275	0.98%
American Portfolios Advisors	263	Sep 30, 22	--	0.01%
ACG Wealth	--	Sep 30, 22	-3.11K	--
Titus Wealth Management	4.49K	Jun 30, 22	+10	0.15%
Fieldpoint Private Securities, LLC	200	Jun 30, 22	--	0.01%
NEXT Financial Group, Inc	1.05K	Dec 31, 21	-564	0.04%
Carroll Financial Associates, Inc.	620	Dec 31, 21	--	0.02%
Cascadia Advisory Services, LLC	25.47K	Sep 30, 21	-308	0.85%
Ameritas Investment Company, LLC	5.78K	Sep 30, 21	+5.78K	0.19%
USCA RIA LLC	40.59K	Jun 30, 21	+2.40K	1.36%
Advisor Group, Inc.	37.78K	Dec 31, 19	+12.59K	1.26%
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.22K	Dec 31, 19	+3.69K	0.28%

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Holder

Date

Change

% Held

Kestra Advisory Services, LLC

63.78K

Jun 30, 26

-909

2.13%

Private Advisor Group, LLC

31.74K

Jun 30, 26

+10.64K

1.06%

BENJAMIN EDWARDS INC

22.65K

Jun 30, 26

-3.03K

0.76%

COMMONWEALTH EQUITY SERVICES, LLC

21.94K

Jun 30, 26

-1.05K

0.73%

First PREMIER Bank

19.54K

Jun 30, 26

0.65%

INDEPENDENT FINANCIAL GROUP, LLC

18.61K

Jun 30, 26

-625

0.62%

Cambridge Investment Research Advisors, Inc.

17.76K

Jun 30, 26

+242

0.59%

D.A. DAVIDSON & CO.

9.65K

Jun 30, 26

-375

0.32%

J.W. COLE ADVISORS, INC.

7.80K

Jun 30, 26

-208

0.26%

Prospera Financial Services Inc

7.70K

Jun 30, 26

-302

0.26%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.83K

Jun 30, 26

0.23%

STEPHENS INC /AR/

6.73K

Jun 30, 26

0.23%

Capital Investment Advisory Services, LLC

5.02K

Jun 30, 26

0.17%

Cornerstone Wealth Management, LLC

4.92K

Jun 30, 26

-12

0.16%

Morey & Quinn Wealth Partners, LLC

4.47K

Jun 30, 26

-150

0.15%

NBC SECURITIES, INC.

4.23K

Jun 30, 26

-148

0.14%

Marks Group Wealth Management, Inc

4.00K

Jun 30, 26

0.13%

TRUIST FINANCIAL CORP

3.36K

Jun 30, 26

-317

0.11%

RIVERCHASE WEALTH MANAGEMENT, LLC

3.23K

Jun 30, 26

0.11%

Atria Investments, Inc

3.21K

Jun 30, 26

-3.26K

0.11%

Financial & Tax Architects, LLC

2.91K

Jun 30, 26

+2.91K

0.10%

Banco Santander, S.A.

2.53K

Jun 30, 26

-180

0.08%

Ashton Thomas Private Wealth, LLC

2.32K

Jun 30, 26

-239

0.08%

CoreCap Advisors, LLC

2.18K

Jun 30, 26

-50

0.07%

Kraft, Davis & Associates, LLC

2.17K

Jun 30, 26

+15

0.07%

Prasad Wealth Partners, LLC

2.02K

Jun 30, 26

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

1.83K

Jun 30, 26

0.06%

October Effect Ltd

1.80K

Jun 30, 26

0.06%

Kovack Advisors, Inc.

1.76K

Jun 30, 26

+1.76K

0.06%

Sequoia Financial Advisors, LLC

1.56K

Jun 30, 26

+1.56K

0.05%

Merit Financial Group, LLC

1.55K

Jun 30, 26

+1.55K

0.05%

WINEBRENNER CAPITAL MANAGEMENT LLC

1.48K

Jun 30, 26

+1.48K

0.05%

RFG Advisory, LLC

1.44K

Jun 30, 26

+1.44K

0.05%

KINGSWOOD WEALTH ADVISORS, LLC

1.33K

Jun 30, 26

+1.33K

0.04%

SIGNATUREFD, LLC

1.24K

Jun 30, 26

0.04%

Spire Wealth Management

1.06K

Jun 30, 26

+621

0.04%

IFP Advisors, Inc

740

Jun 30, 26

-1

0.02%

BFSG, LLC

457

Jun 30, 26

0.02%

GAMMA Investing LLC

285

Jun 30, 26

0.01%

New England Capital Financial Advisors LLC

264

Jun 30, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

256

Jun 30, 26

0.01%

ASSETMARK, INC

217

Jun 30, 26

+156

0.01%

Golden State Wealth Management, LLC

138

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

Jun 30, 26

+77

0.00%

Bank & Trust Co

Jun 30, 26

0.00%

Security National Bank

Jun 30, 26

-73

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

-29

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-916

Flaharty Asset Management, LLC

Jun 30, 26

-8.63K

MORGAN STANLEY

213.45K

Mar 31, 26

-4.51K

7.15%

LPL Financial LLC

210.20K

Mar 31, 26

-7.20K

7.04%

UBS Group AG

137.59K

Mar 31, 26

-17.62K

4.61%

RAYMOND JAMES FINANCIAL INC

91.34K

Mar 31, 26

-39.88K

3.06%

ROYAL BANK OF CANADA

79.84K

Mar 31, 26

+13.20K

2.67%

Cetera Investment Advisers

78.49K

Mar 31, 26

-4.51K

2.63%

Janney Montgomery Scott LLC

66.72K

Mar 31, 26

-3.73K

2.23%

WELLS FARGO & COMPANY/MN

61.27K

Mar 31, 26

+6.99K

2.05%

BANK OF AMERICA CORP /DE/

58.65K

Mar 31, 26

+1.46K

1.96%

Cerity Partners LLC

33.49K

Mar 31, 26

+16.99K

1.12%

STIFEL FINANCIAL CORP

32.17K

Mar 31, 26

-341

1.08%

Mariner, LLC

26.37K

Mar 31, 26

-10.78K

0.88%

NewEdge Advisors, LLC

19.91K

Mar 31, 26

+87

0.67%

Perigon Wealth Management, LLC

19.50K

Mar 31, 26

0.65%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

18.26K

Mar 31, 26

-1.70K

0.61%

ADVISOR GROUP HOLDINGS, INC.

18.04K

Mar 31, 26

+1.62K

0.60%

PACIFIC SUN FINANCIAL CORP

17.09K

Mar 31, 26

-30

0.57%

WealthCare Investment Partners, LLC

16.80K

Mar 31, 26

-313

0.56%

ENVESTNET ASSET MANAGEMENT INC

14.92K

Mar 31, 26

-4.11K

0.50%

NewEdge Wealth, LLC

14.19K

Mar 31, 26

-68

0.47%

Proactive Wealth Strategies LLC

12.46K

Mar 31, 26

+6.04K

0.42%

Sigma Planning Corp

11.55K

Mar 31, 26

-39

0.39%

Forefront Wealth Partners, LLC

10.56K

Mar 31, 26

-1.62K

0.35%

JANE STREET GROUP, LLC

10.37K

Mar 31, 26

+178

0.35%

Sanctuary Advisors, LLC

10.24K

Mar 31, 26

+346

0.34%

HighPoint Advisor Group LLC

9.75K

Mar 31, 26

-20

0.33%

CWM, LLC

9.72K

Mar 31, 26

-68

0.33%

Belpointe Asset Management LLC

9.62K

Mar 31, 26

-121

0.32%

FIRST TRUST ADVISORS LP

8.45K

Mar 31, 26

-1.96K

0.28%

HARBOUR INVESTMENTS, INC.

7.81K

Mar 31, 26

+598

0.26%

AMERIPRISE FINANCIAL INC

7.69K

Mar 31, 26

+1.47K

0.26%

Baird Financial Group, Inc.

7.30K

Mar 31, 26

-366

0.24%

Stonebridge Financial Planning Group, LLC

7.27K

Mar 31, 26

0.24%

Stratos Wealth Partners, LTD.

7.20K

Mar 31, 26

+361

0.24%

MERCER GLOBAL ADVISORS INC /ADV

6.63K

Mar 31, 26

+6.63K

0.22%

1776 Wealth LLC

6.51K

Mar 31, 26

0.22%

Stelac Advisory Services LLC

6.39K

Mar 31, 26

+4.06K

0.21%

Advyzon Investment Management, LLC

5.82K

Mar 31, 26

+5.82K

0.19%

OLD MISSION CAPITAL LLC

5.04K

Mar 31, 26

+5.04K

0.17%

Moors & Cabot, Inc.

5.02K

Mar 31, 26

-519

0.17%

Equitable Holdings, Inc.

4.97K

Mar 31, 26

+512

0.17%

Steward Partners Investment Advisory, LLC

4.85K

Mar 31, 26

-33

0.16%

Rockefeller Capital Management L.P.

4.78K

Mar 31, 26

-224

0.16%

Migdal Insurance & Financial Holdings Ltd.

4.60K

Mar 31, 26

-112

0.15%

AE Wealth Management LLC

4.59K

Mar 31, 26

-355

0.15%

Independent Advisor Alliance

4.55K

Mar 31, 26

+4.55K

0.15%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.23K

Mar 31, 26

0.14%

Aptus Capital Advisors, LLC

4.23K

Mar 31, 26

0.14%

Stirlingshire Investments, Inc.

3.45K

Mar 31, 26

0.12%

Gateway Wealth Partners, LLC

3.31K

Mar 31, 26

+3.31K

0.11%

GTS SECURITIES LLC

2.99K

Mar 31, 26

-9.23K

0.10%

Banco Santander, S.A.

2.71K

Mar 31, 26

-410

0.09%

Ameritas Advisory Services, LLC

2.56K

Mar 31, 26

-191

0.09%

Ashton Thomas Private Wealth, LLC

2.56K

Mar 31, 26

-335

0.09%

MGO ONE SEVEN LLC

2.53K

Mar 31, 26

0.08%

MONECO Advisors, LLC

2.10K

Mar 31, 26

0.07%

CITADEL ADVISORS LLC

2.08K

Mar 31, 26

+2.08K

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.04K

Mar 31, 26

+234

0.07%

Snowden Capital Advisors LLC

1.96K

Mar 31, 26

0.07%

Arkadios Wealth Advisors

1.93K

Mar 31, 26

-1.28K

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

1.91K

Mar 31, 26

0.06%

StoneX Group Inc.

1.90K

Mar 31, 26

+1.90K

0.06%

Mount Yale Investment Advisors, LLC

1.87K

Mar 31, 26

+1.87K

0.06%

Vestmark Advisory Solutions, Inc.

1.87K

Mar 31, 26

+1.87K

0.06%

CHOREO, LLC

1.83K

Mar 31, 26

+1.83K

0.06%

PCG Wealth Advisors, LLC

1.79K

Mar 31, 26

+1.79K

0.06%

HBK Sorce Advisory LLC

1.75K

Mar 31, 26

0.06%

Western Wealth Management, LLC

1.38K

Mar 31, 26

+1.38K

0.05%

FMR LLC

1.36K

Mar 31, 26

+128

0.05%

CITIGROUP INC

1.21K

Mar 31, 26

0.04%

JPMORGAN CHASE & CO

1.17K

Mar 31, 26

0.04%

FIFTH THIRD BANCORP

953

Mar 31, 26

+953

0.03%

Geneos Wealth Management Inc.

651

Mar 31, 26

0.02%

SRS Capital Advisors, Inc.

495

Mar 31, 26

0.02%

Parallel Advisors, LLC

434

Mar 31, 26

+434

0.01%

CENTRAL TRUST Co

410

Mar 31, 26

0.01%

Rossby Financial, LCC

400

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

346

Mar 31, 26

+346

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

266

Mar 31, 26

+45

0.01%

Russell Investments Group, Ltd.

248

Mar 31, 26

0.01%

Larson Financial Group LLC

199

Mar 31, 26

0.01%

Advisory Services Network, LLC

185

Mar 31, 26

+185

0.01%

HOLLENCREST CAPITAL MANAGEMENT

184

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

178

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

172

Mar 31, 26

0.01%

SIMPLEX TRADING, LLC

165

Mar 31, 26

+165

0.01%

Qube Research & Technologies Ltd

132

Mar 31, 26

-1

0.00%

Ameritas Investment Partners, Inc.

125

Mar 31, 26

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

Capital Analysts, LLC

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-26

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

0.00%

Richard W. Paul & Associates, LLC

Mar 31, 26

0.00%

Prepared Retirement Institute LLC

Mar 31, 26

-2.15K

FLOW TRADERS U.S. LLC

Mar 31, 26

-16.86K

COMERICA BANK

1.10K

Dec 31, 25

0.04%

Global Retirement Partners, LLC

541

Dec 31, 25

0.02%

AVANTAX ADVISORY SERVICES, INC.

100.06K

Jun 30, 25

-2.15K

3.35%

Atria Wealth Solutions, Inc.

2.68K

Jun 30, 25

0.09%

First Horizon Advisors, Inc.

Jun 30, 25

-505

Householder Group Estate & Retirement Specialist, LLC

222

Dec 31, 24

-88

0.01%

RAYMOND JAMES & ASSOCIATES

63.35K

Sep 30, 24

-364

2.12%

Raymond James Financial Services Advisors, Inc.

24.65K

Sep 30, 24

+415

0.83%

BENJAMIN F. EDWARDS & COMPANY, INC.

55.68K

Jun 30, 24

+381

1.86%

JANICZEK WEALTH MANAGEMENT, LLC

1.10K

Jun 30, 24

+1.10K

0.04%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.71K

Cetera Advisor Networks LLC

11.83K

Mar 31, 24

+271

0.40%

Cetera Advisors LLC

6.10K

Mar 31, 24

+6.10K

0.20%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

0.00%

WEALTH ADVISORS, INC.

19.50K

Sep 30, 23

0.65%

Kistler-Tiffany Companies, LLC

Jun 30, 23

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

29.26K

Sep 30, 22

+275

0.98%

American Portfolios Advisors

263

Sep 30, 22

0.01%

ACG Wealth

Sep 30, 22

-3.11K

Titus Wealth Management

4.49K

Jun 30, 22

+10

0.15%

Fieldpoint Private Securities, LLC

200

Jun 30, 22

0.01%

NEXT Financial Group, Inc

1.05K

Dec 31, 21

-564

0.04%

Carroll Financial Associates, Inc.

620

Dec 31, 21

0.02%

Cascadia Advisory Services, LLC

25.47K

Sep 30, 21

-308

0.85%

Ameritas Investment Company, LLC

5.78K

Sep 30, 21

+5.78K

0.19%

USCA RIA LLC

40.59K

Jun 30, 21

+2.40K

1.36%

Advisor Group, Inc.

37.78K

Dec 31, 19

+12.59K

1.26%

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.22K

Dec 31, 19

+3.69K

0.28%