First Trust NASDAQ Clean Edge Green Energy Index Fund(QCLN)

$58.89—

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First Trust NASDAQ Clean Edge Green Energy Index Fund(QCLN)

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$58.89—

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QCLN(QCLN)

QCLN

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

Institutional Ownership

Top 251 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	414.32K	Mar 31, 26	-87.02K	3.04%
WELLS FARGO & COMPANY/MN	342.77K	Mar 31, 26	+49.79K	2.51%
LPL Financial LLC	260.56K	Mar 31, 26	+9.82K	1.91%
UBS Group AG	249.75K	Mar 31, 26	-20.36K	1.83%
ROYAL BANK OF CANADA	165.93K	Mar 31, 26	-13.46K	1.22%
BANK OF AMERICA CORP /DE/	120.69K	Mar 31, 26	-3.30K	0.88%
FIRST TRUST ADVISORS LP	76.44K	Mar 31, 26	-6.52K	0.56%
TWO SIGMA INVESTMENTS, LP	75.80K	Mar 31, 26	-79.70K	0.56%
Wealthspire Advisors, LLC	74.94K	Mar 31, 26	-739	0.55%
OPPENHEIMER & CO INC	70.94K	Mar 31, 26	-19.80K	0.52%
COMMONWEALTH EQUITY SERVICES, LLC	60.68K	Mar 31, 26	-9.61K	0.44%
GOLDMAN SACHS GROUP INC	59.29K	Mar 31, 26	+59.29K	0.43%
Cambridge Investment Research Advisors, Inc.	46.16K	Mar 31, 26	-4.66K	0.34%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	45.49K	Mar 31, 26	+27.21K	0.33%
Cetera Investment Advisers	44.44K	Mar 31, 26	-2.29K	0.33%
TRUIST FINANCIAL CORP	42.66K	Mar 31, 26	-12.46K	0.31%
RAYMOND JAMES FINANCIAL INC	41.85K	Mar 31, 26	-2.76K	0.31%
ENVESTNET ASSET MANAGEMENT INC	36.27K	Mar 31, 26	-346	0.27%
Evelyn Partners Investment Management (Europe) Ltd	35.27K	Mar 31, 26	+163	0.26%
Wealthfront Advisers LLC	34.50K	Mar 31, 26	+110	0.25%
JONES FINANCIAL COMPANIES LLLP	33.27K	Mar 31, 26	+4.24K	0.24%
STIFEL FINANCIAL CORP	31.46K	Mar 31, 26	-4.26K	0.23%
ADVISOR GROUP HOLDINGS, INC.	29.24K	Mar 31, 26	-24.70K	0.21%
AMERIPRISE FINANCIAL INC	26.13K	Mar 31, 26	-4.25K	0.19%
Gladstone Institutional Advisory LLC	24.98K	Mar 31, 26	+24.98K	0.18%
NewEdge Advisors, LLC	23.67K	Mar 31, 26	+183	0.17%
GTS SECURITIES LLC	23.57K	Mar 31, 26	+23.57K	0.17%
HighTower Advisors, LLC	22.64K	Mar 31, 26	-944	0.17%
Nilsine Partners, LLC	21.27K	Mar 31, 26	+21.27K	0.16%
D. E. Shaw & Co., Inc.	20.36K	Mar 31, 26	-1.50K	0.15%
Walkner Condon Financial Advisors LLC	20.30K	Mar 31, 26	+241	0.15%
NWAM LLC	19.95K	Mar 31, 26	+982	0.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	19.81K	Mar 31, 26	-84	0.15%
Colorado Capital Management, Inc.	17.56K	Mar 31, 26	--	0.13%
Private Advisory Group LLC	17.48K	Mar 31, 26	-3.50K	0.13%
Ameritas Advisory Services, LLC	16.19K	Mar 31, 26	-1.13K	0.12%
Pathstone Holdings, LLC	14.50K	Mar 31, 26	--	0.11%
MML INVESTORS SERVICES, LLC	14.03K	Mar 31, 26	-4.17K	0.10%
CWM, LLC	13.99K	Mar 31, 26	+2.82K	0.10%
Janney Montgomery Scott LLC	10.70K	Mar 31, 26	-2.32K	0.08%
PFG Investments, LLC	10.63K	Mar 31, 26	+583	0.08%
Onyx Bridge Wealth Group LLC	10.51K	Mar 31, 26	+125	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9.58K	Mar 31, 26	-1.46K	0.07%
MERCER GLOBAL ADVISORS INC /ADV	9.33K	Mar 31, 26	+9.33K	0.07%
Colony Group, LLC	9.07K	Mar 31, 26	+12	0.07%
Creative Planning	8.88K	Mar 31, 26	-126	0.07%
HRT FINANCIAL LP	8.79K	Mar 31, 26	+8.79K	0.06%
Kestra Advisory Services, LLC	8.48K	Mar 31, 26	-642	0.06%
Prosperity Consulting Group, LLC	8.47K	Mar 31, 26	--	0.06%
Massar Capital Management, LP	8.42K	Mar 31, 26	+8.42K	0.06%
NATURAL INVESTMENTS, LLC	8.04K	Mar 31, 26	--	0.06%
Steward Partners Investment Advisory, LLC	7.66K	Mar 31, 26	-453	0.06%
FRANKLIN RESOURCES INC	7.20K	Mar 31, 26	+2.15K	0.05%
KEYBANK NATIONAL ASSOCIATION/OH	7.19K	Mar 31, 26	--	0.05%
PARK NATIONAL CORP /OH/	7.00K	Mar 31, 26	-12	0.05%
WEDBUSH SECURITIES INC	6.90K	Mar 31, 26	+356	0.05%
CITIGROUP INC	6.79K	Mar 31, 26	+958	0.05%
HARBOUR INVESTMENTS, INC.	6.51K	Mar 31, 26	-1.05K	0.05%
Baird Financial Group, Inc.	6.34K	Mar 31, 26	-500	0.05%
CENTRAL VALLEY ADVISORS, LLC	5.99K	Mar 31, 26	--	0.04%
CLUNE & ASSOCIATES, LTD.	5.96K	Mar 31, 26	+5.96K	0.04%
SUMITOMO MITSUI FINANCIAL GROUP, INC.	5.88K	Mar 31, 26	+235	0.04%
CAMDEN NATIONAL BANK	5.76K	Mar 31, 26	-25	0.04%
PFG Advisors	5.68K	Mar 31, 26	-480	0.04%
Leo Wealth, LLC	5.68K	Mar 31, 26	+1	0.04%
Financial Partners Group, Inc	5.67K	Mar 31, 26	--	0.04%
Sanctuary Advisors, LLC	5.42K	Mar 31, 26	-210	0.04%
Mariner, LLC	5.29K	Mar 31, 26	+187	0.04%
JPMORGAN CHASE & CO	5.27K	Mar 31, 26	-1.26K	0.04%
Arbor Investment Advisors, LLC	5.15K	Mar 31, 26	+41	0.04%
SVB WEALTH LLC	5.10K	Mar 31, 26	--	0.04%
United Asset Strategies, Inc.	5.06K	Mar 31, 26	-20	0.04%
BNP PARIBAS ARBITRAGE, SNC	4.97K	Mar 31, 26	+1.08K	0.04%
CX Institutional	4.86K	Mar 31, 26	-41	0.04%
MAI Capital Management	4.84K	Mar 31, 26	-15	0.04%
JANE STREET GROUP, LLC	4.84K	Mar 31, 26	+4.84K	0.04%
Fortis Capital Advisors, LLC	4.82K	Mar 31, 26	+4.82K	0.04%
Belpointe Asset Management LLC	4.82K	Mar 31, 26	+4.82K	0.04%
Valmark Advisers, Inc.	4.59K	Mar 31, 26	+4.59K	0.03%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	4.54K	Mar 31, 26	-130	0.03%
CITADEL ADVISORS LLC	4.49K	Mar 31, 26	-8.20K	0.03%
Evelyn Partners Asset Management Ltd	4.46K	Mar 31, 26	+251	0.03%
Rockefeller Capital Management L.P.	4.26K	Mar 31, 26	+196	0.03%
SBI Securities Co., Ltd.	3.87K	Mar 31, 26	+148	0.03%
FIFTH THIRD BANCORP	3.61K	Mar 31, 26	+3.58K	0.03%
FMR LLC	3.08K	Mar 31, 26	+338	0.02%
Farther Finance Advisors, LLC	3.00K	Mar 31, 26	-119	0.02%
BANK OF MONTREAL /CAN/	2.95K	Mar 31, 26	-66	0.02%
JPL Wealth Management, LLC	2.22K	Mar 31, 26	+2.22K	0.02%
MOTCO	2.20K	Mar 31, 26	+390	0.02%
Rossby Financial, LCC	1.96K	Mar 31, 26	+70	0.01%
AE Wealth Management LLC	1.94K	Mar 31, 26	-106	0.01%
Capital Analysts, LLC	1.89K	Mar 31, 26	+127	0.01%
BLAIR WILLIAM & CO/IL	1.88K	Mar 31, 26	-50	0.01%
Elevated Capital Advisors, LLC	1.68K	Mar 31, 26	--	0.01%
First PREMIER Bank	1.67K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.63K	Mar 31, 26	--	0.01%
Russell Investments Group, Ltd.	1.61K	Mar 31, 26	+1.39K	0.01%
Advisory Services Network, LLC	1.48K	Mar 31, 26	+1.48K	0.01%
NBC SECURITIES, INC.	1.37K	Mar 31, 26	-750	0.01%
TOTH FINANCIAL ADVISORY CORP	1.31K	Mar 31, 26	--	0.01%
Tidemark, LLC	1.20K	Mar 31, 26	--	0.01%
TD Waterhouse Canada Inc.	1.11K	Mar 31, 26	--	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	1.04K	Mar 31, 26	+1.04K	0.01%
Newbridge Financial Services Group, Inc.	1.00K	Mar 31, 26	--	0.01%
Cherry Tree Wealth Management, LLC	962	Mar 31, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	901	Mar 31, 26	--	0.01%
MCF Advisors LLC	842	Mar 31, 26	+842	0.01%
Parallel Advisors, LLC	795	Mar 31, 26	+190	0.01%
Allworth Financial LP	752	Mar 31, 26	--	0.01%
US BANCORP \DE\	692	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	678	Mar 31, 26	+34	0.00%
TORONTO DOMINION BANK	573	Mar 31, 26	+573	0.00%
Larson Financial Group LLC	561	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	560	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	525	Mar 31, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	504	Mar 31, 26	-100	0.00%
GILL CAPITAL PARTNERS, LLC	498	Mar 31, 26	+498	0.00%
Evelyn Partners Investment Management LLP	480	Mar 31, 26	--	0.00%
Evelyn Partners Investment Management Services Ltd	458	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	430	Mar 31, 26	+430	0.00%
IAG Wealth Partners, LLC	420	Mar 31, 26	--	0.00%
Ameritas Investment Partners, Inc.	378	Mar 31, 26	-20	0.00%
Federation des caisses Desjardins du Quebec	378	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	370	Mar 31, 26	+1	0.00%
ZRC WEALTH MANAGEMENT, LLC	368	Mar 31, 26	+368	0.00%
CITY HOLDING CO	365	Mar 31, 26	--	0.00%
IFP Advisors, Inc	358	Mar 31, 26	--	0.00%
ADIRONDACK TRUST CO	356	Mar 31, 26	-526	0.00%
Topsail Wealth Management, LLC	344	Mar 31, 26	--	0.00%
RMG Wealth Management LLC	330	Mar 31, 26	+330	0.00%
Blume Capital Management, Inc.	250	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	241	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	200	Mar 31, 26	--	0.00%
BlackRock, Inc.	200	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	200	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	193	Mar 31, 26	-50	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	191	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	182	Mar 31, 26	--	0.00%
ASSETMARK, INC	176	Mar 31, 26	+76	0.00%
Financial Perspectives, Inc	154	Mar 31, 26	--	0.00%
Copia Wealth Management	146	Mar 31, 26	--	0.00%
Westfuller Advisors, LLC	142	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	121	Mar 31, 26	+121	0.00%
TSFG, LLC	107	Mar 31, 26	--	0.00%
SYNTAX RESEARCH, INC.	100	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	95	Mar 31, 26	--	0.00%
Prestige Wealth Management Group LLC	75	Mar 31, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	74	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	65	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	60	Mar 31, 26	+60	0.00%
Eukles Asset Management	55	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	54	Mar 31, 26	--	0.00%
Hurley Capital, LLC	51	Mar 31, 26	--	0.00%
Fourth Dimension Wealth, LLC	50	Mar 31, 26	--	0.00%
Winch Advisory Services, LLC	47	Mar 31, 26	--	0.00%
NBT BANK N A /NY	35	Mar 31, 26	-10	0.00%
SIGNATUREFD, LLC	31	Mar 31, 26	--	0.00%
JNBA Financial Advisors	27	Mar 31, 26	--	0.00%
Bell Investment Advisors, Inc	23	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	20	Mar 31, 26	+20	0.00%
Founders Financial Alliance, LLC	13	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	8	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-76	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-188	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.28K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-61	--
Advisors Preferred, LLC	--	Mar 31, 26	-272	--
Westside Investment Management, Inc.	--	Mar 31, 26	-84	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-295	--
CIBC Private Wealth Group, LLC	90.88K	Dec 31, 25	+849	0.67%
COMERICA BANK	3.60K	Dec 31, 25	+179	0.03%
Global Retirement Partners, LLC	1.34K	Dec 31, 25	+11	0.01%
Ransom Advisory, Ltd	300	Dec 31, 25	+300	0.00%
SageView Advisory Group, LLC	233	Dec 31, 25	+233	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-15	--
TUCKER ASSET MANAGEMENT LLC	--	Dec 31, 25	-150	--
Lion Street Advisors, LLC	2.97K	Sep 30, 25	+2.97K	0.02%
Money Design Co.,Ltd.	77.42K	Jun 30, 25	-10.13K	0.57%
AVANTAX ADVISORY SERVICES, INC.	7.25K	Jun 30, 25	+7.25K	0.05%
Sugarloaf Wealth Management, LLC	97	Dec 31, 24	+97	0.00%
Cassady Schiller Wealth Management, LLC	34	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	111.49K	Sep 30, 24	-39.05K	0.82%
RAYMOND JAMES & ASSOCIATES	30.44K	Sep 30, 24	-15.91K	0.22%
FinTrust Capital Advisors, LLC	1.09K	Sep 30, 24	--	0.01%
NORTHWEST INVESTMENT COUNSELORS, LLC	155	Sep 30, 24	+155	0.00%
All Season Financial Advisors, Inc.	--	Sep 30, 24	-6.88K	--
Carmichael Hill & Associates, Inc.	--	Sep 30, 24	-170	--
BENJAMIN F. EDWARDS & COMPANY, INC.	5.20K	Jun 30, 24	+124	0.04%
ICA Group Wealth Management, LLC	280	Jun 30, 24	-2.75K	0.00%
Cetera Advisors LLC	90.16K	Mar 31, 24	+70.15K	0.66%
Cetera Advisor Networks LLC	30.33K	Mar 31, 24	+3.29K	0.22%
CREDIT SUISSE AG/	8.13K	Mar 31, 24	-1.04K	0.06%
Cutler Group LLC / CA	300	Mar 31, 24	-323	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	2.77K	Dec 31, 23	-25	0.02%
Baystate Wealth Management LLC	400	Dec 31, 23	+400	0.00%
Bartlett & Co. LLC	200	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	36.93K	Sep 30, 23	-8.56K	0.27%
Milestone Advisory Partners	18.15K	Sep 30, 23	-1.58K	0.13%
PATHSTONE FAMILY OFFICE, LLC	16.10K	Sep 30, 23	+16.10K	0.12%
COLONY GROUP LLC	--	Sep 30, 23	-7.79K	--
WealthOne, LLC	--	Sep 30, 23	-5.62K	--
Veritable, L.P.	6.10K	Jun 30, 23	-12.28K	0.04%
LEO BROKERAGE, LLC	5.67K	Jun 30, 23	+139	0.04%
Endurance Wealth Management, Inc.	1.00K	Jun 30, 23	--	0.01%
BDO Wealth Advisors, LLC	831	Jun 30, 23	+2	0.01%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-580	--
Bickling Financial Services, Inc.	5.15K	Dec 31, 22	-1.22K	0.04%
Burleson & Company, LLC	7	Dec 31, 22	+7	0.00%
Telemetry Investments, L.L.C.	--	Dec 31, 22	-4.00K	--
Personal Capital Advisors Corp	--	Dec 31, 22	-3.87K	--
MARINER INDEPENDENT ADVISOR NETWORK, LLC	225.90K	Sep 30, 22	+30.84K	1.66%
American Portfolios Advisors	13.49K	Sep 30, 22	-1.61K	0.10%
SP Asset Management	5.03K	Sep 30, 22	+5	0.04%
Spectrum Management Group, LLC	1.20K	Sep 30, 22	--	0.01%
Strategic Asset Management, LLC	353	Sep 30, 22	-175	0.00%
Covington Capital Management	200	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	16.57K	Jun 30, 22	-11.24K	0.12%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	620	Jun 30, 22	--	0.00%
KINGS POINT CAPITAL MANAGEMENT	260	Mar 31, 22	+260	0.00%
Paradigm Financial Advisors, LLC	161.32K	Dec 31, 21	+15.15K	1.18%
Carroll Financial Associates, Inc.	3.50K	Dec 31, 21	+70	0.03%
NEXT Financial Group, Inc	1.06K	Dec 31, 21	+396	0.01%
Crescent Capital Consulting, LLC	927	Dec 31, 21	+227	0.01%
REILLY FINANCIAL ADVISORS, LLC	645	Dec 31, 21	+645	0.00%
Ameritas Investment Company, LLC	35.77K	Sep 30, 21	+30.00K	0.26%
Cascadia Advisory Services, LLC	9.78K	Sep 30, 21	--	0.07%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	4.41K	Sep 30, 21	+864	0.03%
Psagot Value Holdings Ltd.	2.60K	Sep 30, 21	-47.47K	0.02%
Sonora Investment Management, LLC	498	Sep 30, 21	+60	0.00%
USCA RIA LLC	61.10K	Jun 30, 21	+13.10K	0.45%
Geier Asset Management, Inc.	4.30K	Jun 30, 21	--	0.03%
Legacy Wealth Partners, Inc.	--	Jun 30, 21	-8.62K	--
Rikoon Group, LLC	15.08K	Mar 31, 21	+378	0.11%
CAMDEN NATIONAL CORP	8.09K	Mar 31, 21	+8.09K	0.06%
Winslow, Evans & Crocker, Inc.	5.10K	Dec 31, 20	+5.10K	0.04%
First Allied Advisory Services, Inc.	23.08K	Sep 30, 20	-3.56K	0.17%
Wealthspire Advisors, L.P.	5.80K	Sep 30, 20	+5.80K	0.04%
Advisor Group, Inc.	14.27K	Dec 31, 19	+750	0.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.	9.43K	Dec 31, 19	+1.08K	0.07%
Vestpro Financial Partners, Inc. dba CPF Texas	766	Sep 30, 18	+503	0.01%
Edge Advisors, LLC	3.30K	Jun 30, 18	--	0.02%
Commonwealth Equity Services, Inc	12.04K	Jun 30, 17	+12.04K	0.09%
Virtu KCG Holdings LLC	--	Jun 30, 17	-18.33K	--
MSI Financial Services Inc	510	Dec 31, 16	--	0.00%
Carnick & Kubik, LLC	17.38K	Mar 31, 16	+650	0.13%
Pinnacle Summer Investments, Inc.	2.71K	Dec 31, 15	-1.41K	0.02%
MANAGED ACCOUNT ADVISORS LLC	1.01K	Jun 30, 15	--	0.01%
UBS AG	250.66K	Sep 30, 14	+15.53K	1.84%
Jane Street Holding, LLC	--	Dec 31, 13	-11.84K	--
STIFEL NICOLAUS & CO INC \MO\	30.67K	Sep 30, 13	-29.80K	0.22%

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Holder

Date

Change

% Held

MORGAN STANLEY

414.32K

Mar 31, 26

-87.02K

3.04%

WELLS FARGO & COMPANY/MN

342.77K

Mar 31, 26

+49.79K

2.51%

LPL Financial LLC

260.56K

Mar 31, 26

+9.82K

1.91%

UBS Group AG

249.75K

Mar 31, 26

-20.36K

1.83%

ROYAL BANK OF CANADA

165.93K

Mar 31, 26

-13.46K

1.22%

BANK OF AMERICA CORP /DE/

120.69K

Mar 31, 26

-3.30K

0.88%

FIRST TRUST ADVISORS LP

76.44K

Mar 31, 26

-6.52K

0.56%

TWO SIGMA INVESTMENTS, LP

75.80K

Mar 31, 26

-79.70K

0.56%

Wealthspire Advisors, LLC

74.94K

Mar 31, 26

-739

0.55%

OPPENHEIMER & CO INC

70.94K

Mar 31, 26

-19.80K

0.52%

COMMONWEALTH EQUITY SERVICES, LLC

60.68K

Mar 31, 26

-9.61K

0.44%

GOLDMAN SACHS GROUP INC

59.29K

Mar 31, 26

+59.29K

0.43%

Cambridge Investment Research Advisors, Inc.

46.16K

Mar 31, 26

-4.66K

0.34%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

45.49K

Mar 31, 26

+27.21K

0.33%

Cetera Investment Advisers

44.44K

Mar 31, 26

-2.29K

0.33%

TRUIST FINANCIAL CORP

42.66K

Mar 31, 26

-12.46K

0.31%

RAYMOND JAMES FINANCIAL INC

41.85K

Mar 31, 26

-2.76K

0.31%

ENVESTNET ASSET MANAGEMENT INC

36.27K

Mar 31, 26

-346

0.27%

Evelyn Partners Investment Management (Europe) Ltd

35.27K

Mar 31, 26

+163

0.26%

Wealthfront Advisers LLC

34.50K

Mar 31, 26

+110

0.25%

JONES FINANCIAL COMPANIES LLLP

33.27K

Mar 31, 26

+4.24K

0.24%

STIFEL FINANCIAL CORP

31.46K

Mar 31, 26

-4.26K

0.23%

ADVISOR GROUP HOLDINGS, INC.

29.24K

Mar 31, 26

-24.70K

0.21%

AMERIPRISE FINANCIAL INC

26.13K

Mar 31, 26

-4.25K

0.19%

Gladstone Institutional Advisory LLC

24.98K

Mar 31, 26

+24.98K

0.18%

NewEdge Advisors, LLC

23.67K

Mar 31, 26

+183

0.17%

GTS SECURITIES LLC

23.57K

Mar 31, 26

+23.57K

0.17%

HighTower Advisors, LLC

22.64K

Mar 31, 26

-944

0.17%

Nilsine Partners, LLC

21.27K

Mar 31, 26

+21.27K

0.16%

D. E. Shaw & Co., Inc.

20.36K

Mar 31, 26

-1.50K

0.15%

Walkner Condon Financial Advisors LLC

20.30K

Mar 31, 26

+241

0.15%

NWAM LLC

19.95K

Mar 31, 26

+982

0.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

19.81K

Mar 31, 26

-84

0.15%

Colorado Capital Management, Inc.

17.56K

Mar 31, 26

0.13%

Private Advisory Group LLC

17.48K

Mar 31, 26

-3.50K

0.13%

Ameritas Advisory Services, LLC

16.19K

Mar 31, 26

-1.13K

0.12%

Pathstone Holdings, LLC

14.50K

Mar 31, 26

0.11%

MML INVESTORS SERVICES, LLC

14.03K

Mar 31, 26

-4.17K

0.10%

CWM, LLC

13.99K

Mar 31, 26

+2.82K

0.10%

Janney Montgomery Scott LLC

10.70K

Mar 31, 26

-2.32K

0.08%

PFG Investments, LLC

10.63K

Mar 31, 26

+583

0.08%

Onyx Bridge Wealth Group LLC

10.51K

Mar 31, 26

+125

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

9.58K

Mar 31, 26

-1.46K

0.07%

MERCER GLOBAL ADVISORS INC /ADV

9.33K

Mar 31, 26

+9.33K

0.07%

Colony Group, LLC

9.07K

Mar 31, 26

+12

0.07%

Creative Planning

8.88K

Mar 31, 26

-126

0.07%

HRT FINANCIAL LP

8.79K

Mar 31, 26

+8.79K

0.06%

Kestra Advisory Services, LLC

8.48K

Mar 31, 26

-642

0.06%

Prosperity Consulting Group, LLC

8.47K

Mar 31, 26

0.06%

Massar Capital Management, LP

8.42K

Mar 31, 26

+8.42K

0.06%

NATURAL INVESTMENTS, LLC

8.04K

Mar 31, 26

0.06%

Steward Partners Investment Advisory, LLC

7.66K

Mar 31, 26

-453

0.06%

FRANKLIN RESOURCES INC

7.20K

Mar 31, 26

+2.15K

0.05%

KEYBANK NATIONAL ASSOCIATION/OH

7.19K

Mar 31, 26

0.05%

PARK NATIONAL CORP /OH/

7.00K

Mar 31, 26

-12

0.05%

WEDBUSH SECURITIES INC

6.90K

Mar 31, 26

+356

0.05%

CITIGROUP INC

6.79K

Mar 31, 26

+958

0.05%

HARBOUR INVESTMENTS, INC.

6.51K

Mar 31, 26

-1.05K

0.05%

Baird Financial Group, Inc.

6.34K

Mar 31, 26

-500

0.05%

CENTRAL VALLEY ADVISORS, LLC

5.99K

Mar 31, 26

0.04%

CLUNE & ASSOCIATES, LTD.

5.96K

Mar 31, 26

+5.96K

0.04%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

5.88K

Mar 31, 26

+235

0.04%

CAMDEN NATIONAL BANK

5.76K

Mar 31, 26

-25

0.04%

PFG Advisors

5.68K

Mar 31, 26

-480

0.04%

Leo Wealth, LLC

5.68K

Mar 31, 26

0.04%

Financial Partners Group, Inc

5.67K

Mar 31, 26

0.04%

Sanctuary Advisors, LLC

5.42K

Mar 31, 26

-210

0.04%

Mariner, LLC

5.29K

Mar 31, 26

+187

0.04%

JPMORGAN CHASE & CO

5.27K

Mar 31, 26

-1.26K

0.04%

Arbor Investment Advisors, LLC

5.15K

Mar 31, 26

+41

0.04%

SVB WEALTH LLC

5.10K

Mar 31, 26

0.04%

United Asset Strategies, Inc.

5.06K

Mar 31, 26

-20

0.04%

BNP PARIBAS ARBITRAGE, SNC

4.97K

Mar 31, 26

+1.08K

0.04%

CX Institutional

4.86K

Mar 31, 26

-41

0.04%

MAI Capital Management

4.84K

Mar 31, 26

-15

0.04%

JANE STREET GROUP, LLC

4.84K

Mar 31, 26

+4.84K

0.04%

Fortis Capital Advisors, LLC

4.82K

Mar 31, 26

+4.82K

0.04%

Belpointe Asset Management LLC

4.82K

Mar 31, 26

+4.82K

0.04%

Valmark Advisers, Inc.

4.59K

Mar 31, 26

+4.59K

0.03%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

4.54K

Mar 31, 26

-130

0.03%

CITADEL ADVISORS LLC

4.49K

Mar 31, 26

-8.20K

0.03%

Evelyn Partners Asset Management Ltd

4.46K

Mar 31, 26

+251

0.03%

Rockefeller Capital Management L.P.

4.26K

Mar 31, 26

+196

0.03%

SBI Securities Co., Ltd.

3.87K

Mar 31, 26

+148

0.03%

FIFTH THIRD BANCORP

3.61K

Mar 31, 26

+3.58K

0.03%

FMR LLC

3.08K

Mar 31, 26

+338

0.02%

Farther Finance Advisors, LLC

3.00K

Mar 31, 26

-119

0.02%

BANK OF MONTREAL /CAN/

2.95K

Mar 31, 26

-66

0.02%

JPL Wealth Management, LLC

2.22K

Mar 31, 26

+2.22K

0.02%

MOTCO

2.20K

Mar 31, 26

+390

0.02%

Rossby Financial, LCC

1.96K

Mar 31, 26

+70

0.01%

AE Wealth Management LLC

1.94K

Mar 31, 26

-106

0.01%

Capital Analysts, LLC

1.89K

Mar 31, 26

+127

0.01%

BLAIR WILLIAM & CO/IL

1.88K

Mar 31, 26

-50

0.01%

Elevated Capital Advisors, LLC

1.68K

Mar 31, 26

0.01%

First PREMIER Bank

1.67K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.63K

Mar 31, 26

0.01%

Russell Investments Group, Ltd.

1.61K

Mar 31, 26

+1.39K

0.01%

Advisory Services Network, LLC

1.48K

Mar 31, 26

+1.48K

0.01%

NBC SECURITIES, INC.

1.37K

Mar 31, 26

-750

0.01%

TOTH FINANCIAL ADVISORY CORP

1.31K

Mar 31, 26

0.01%

Tidemark, LLC

1.20K

Mar 31, 26

0.01%

TD Waterhouse Canada Inc.

1.11K

Mar 31, 26

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

1.04K

Mar 31, 26

+1.04K

0.01%

Newbridge Financial Services Group, Inc.

1.00K

Mar 31, 26

0.01%

Cherry Tree Wealth Management, LLC

962

Mar 31, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

901

Mar 31, 26

0.01%

MCF Advisors LLC

842

Mar 31, 26

+842

0.01%

Parallel Advisors, LLC

795

Mar 31, 26

+190

0.01%

Allworth Financial LP

752

Mar 31, 26

0.01%

US BANCORP \DE\

692

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

678

Mar 31, 26

+34

0.00%

TORONTO DOMINION BANK

573

Mar 31, 26

+573

0.00%

Larson Financial Group LLC

561

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

560

Mar 31, 26

0.00%

Pacific Center for Financial Services

525

Mar 31, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

504

Mar 31, 26

-100

0.00%

GILL CAPITAL PARTNERS, LLC

498

Mar 31, 26

+498

0.00%

Evelyn Partners Investment Management LLP

480

Mar 31, 26

0.00%

Evelyn Partners Investment Management Services Ltd

458

Mar 31, 26

0.00%

Western Wealth Management, LLC

430

Mar 31, 26

+430

0.00%

IAG Wealth Partners, LLC

420

Mar 31, 26

0.00%

Ameritas Investment Partners, Inc.

378

Mar 31, 26

-20

0.00%

Federation des caisses Desjardins du Quebec

378

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

370

Mar 31, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

368

Mar 31, 26

+368

0.00%

CITY HOLDING CO

365

Mar 31, 26

0.00%

IFP Advisors, Inc

358

Mar 31, 26

0.00%

ADIRONDACK TRUST CO

356

Mar 31, 26

-526

0.00%

Topsail Wealth Management, LLC

344

Mar 31, 26

0.00%

RMG Wealth Management LLC

330

Mar 31, 26

+330

0.00%

Blume Capital Management, Inc.

250

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

241

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

200

Mar 31, 26

0.00%

BlackRock, Inc.

200

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

200

Mar 31, 26

0.00%

Sound Income Strategies, LLC

193

Mar 31, 26

-50

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

191

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

182

Mar 31, 26

0.00%

ASSETMARK, INC

176

Mar 31, 26

+76

0.00%

Financial Perspectives, Inc

154

Mar 31, 26

0.00%

Copia Wealth Management

146

Mar 31, 26

0.00%

Westfuller Advisors, LLC

142

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

121

Mar 31, 26

+121

0.00%

TSFG, LLC

107

Mar 31, 26

0.00%

SYNTAX RESEARCH, INC.

100

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

0.00%

Prestige Wealth Management Group LLC

Mar 31, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

+60

0.00%

Eukles Asset Management

Mar 31, 26

0.00%

Ancora Advisors, LLC

Mar 31, 26

0.00%

Hurley Capital, LLC

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

Mar 31, 26

0.00%

Winch Advisory Services, LLC

Mar 31, 26

0.00%

NBT BANK N A /NY

Mar 31, 26

-10

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

JNBA Financial Advisors

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+20

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-76

SIMPLEX TRADING, LLC

Mar 31, 26

-188

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.28K

Turning Point Benefit Group, Inc.

Mar 31, 26

-61

Advisors Preferred, LLC

Mar 31, 26

-272

Westside Investment Management, Inc.

Mar 31, 26

-84

OPTIMA CAPITAL LLC

Mar 31, 26

-295

CIBC Private Wealth Group, LLC

90.88K

Dec 31, 25

+849

0.67%

COMERICA BANK

3.60K

Dec 31, 25

+179

0.03%

Global Retirement Partners, LLC

1.34K

Dec 31, 25

+11

0.01%

Ransom Advisory, Ltd

300

Dec 31, 25

+300

0.00%

SageView Advisory Group, LLC

233

Dec 31, 25

+233

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-15

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

-150

Lion Street Advisors, LLC

2.97K

Sep 30, 25

+2.97K

0.02%

Money Design Co.,Ltd.

77.42K

Jun 30, 25

-10.13K

0.57%

AVANTAX ADVISORY SERVICES, INC.

7.25K

Jun 30, 25

+7.25K

0.05%

Sugarloaf Wealth Management, LLC

Dec 31, 24

+97

0.00%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

111.49K

Sep 30, 24

-39.05K

0.82%

RAYMOND JAMES & ASSOCIATES

30.44K

Sep 30, 24

-15.91K

0.22%

FinTrust Capital Advisors, LLC

1.09K

Sep 30, 24

0.01%

NORTHWEST INVESTMENT COUNSELORS, LLC

155

Sep 30, 24

+155

0.00%

All Season Financial Advisors, Inc.

Sep 30, 24

-6.88K

Carmichael Hill & Associates, Inc.

Sep 30, 24

-170

BENJAMIN F. EDWARDS & COMPANY, INC.

5.20K

Jun 30, 24

+124

0.04%

ICA Group Wealth Management, LLC

280

Jun 30, 24

-2.75K

0.00%

Cetera Advisors LLC

90.16K

Mar 31, 24

+70.15K

0.66%

Cetera Advisor Networks LLC

30.33K

Mar 31, 24

+3.29K

0.22%

CREDIT SUISSE AG/

8.13K

Mar 31, 24

-1.04K

0.06%

Cutler Group LLC / CA

300

Mar 31, 24

-323

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

2.77K

Dec 31, 23

-25

0.02%

Baystate Wealth Management LLC

400

Dec 31, 23

+400

0.00%

Bartlett & Co. LLC

200

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

36.93K

Sep 30, 23

-8.56K

0.27%

Milestone Advisory Partners

18.15K

Sep 30, 23

-1.58K

0.13%

PATHSTONE FAMILY OFFICE, LLC

16.10K

Sep 30, 23

+16.10K

0.12%

COLONY GROUP LLC

Sep 30, 23

-7.79K

WealthOne, LLC

Sep 30, 23

-5.62K

Veritable, L.P.

6.10K

Jun 30, 23

-12.28K

0.04%

LEO BROKERAGE, LLC

5.67K

Jun 30, 23

+139

0.04%

Endurance Wealth Management, Inc.

1.00K

Jun 30, 23

0.01%

BDO Wealth Advisors, LLC

831

Jun 30, 23

0.01%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-580

Bickling Financial Services, Inc.

5.15K

Dec 31, 22

-1.22K

0.04%

Burleson & Company, LLC

Dec 31, 22

0.00%

Telemetry Investments, L.L.C.

Dec 31, 22

-4.00K

Personal Capital Advisors Corp

Dec 31, 22

-3.87K

MARINER INDEPENDENT ADVISOR NETWORK, LLC

225.90K

Sep 30, 22

+30.84K

1.66%

American Portfolios Advisors

13.49K

Sep 30, 22

-1.61K

0.10%

SP Asset Management

5.03K

Sep 30, 22

0.04%

Spectrum Management Group, LLC

1.20K

Sep 30, 22

0.01%

Strategic Asset Management, LLC

353

Sep 30, 22

-175

0.00%

Covington Capital Management

200

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

16.57K

Jun 30, 22

-11.24K

0.12%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

620

Jun 30, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

260

Mar 31, 22

+260

0.00%

Paradigm Financial Advisors, LLC

161.32K

Dec 31, 21

+15.15K

1.18%

Carroll Financial Associates, Inc.

3.50K

Dec 31, 21

+70

0.03%

NEXT Financial Group, Inc

1.06K

Dec 31, 21

+396

0.01%

Crescent Capital Consulting, LLC

927

Dec 31, 21

+227

0.01%

REILLY FINANCIAL ADVISORS, LLC

645

Dec 31, 21

+645

0.00%

Ameritas Investment Company, LLC

35.77K

Sep 30, 21

+30.00K

0.26%

Cascadia Advisory Services, LLC

9.78K

Sep 30, 21

0.07%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

4.41K

Sep 30, 21

+864

0.03%

Psagot Value Holdings Ltd.

2.60K

Sep 30, 21

-47.47K

0.02%

Sonora Investment Management, LLC

498

Sep 30, 21

+60

0.00%

USCA RIA LLC

61.10K

Jun 30, 21

+13.10K

0.45%

Geier Asset Management, Inc.

4.30K

Jun 30, 21

0.03%

Legacy Wealth Partners, Inc.

Jun 30, 21

-8.62K

Rikoon Group, LLC

15.08K

Mar 31, 21

+378

0.11%

CAMDEN NATIONAL CORP

8.09K

Mar 31, 21

+8.09K

0.06%

Winslow, Evans & Crocker, Inc.

5.10K

Dec 31, 20

+5.10K

0.04%

First Allied Advisory Services, Inc.

23.08K

Sep 30, 20

-3.56K

0.17%

Wealthspire Advisors, L.P.

5.80K

Sep 30, 20

+5.80K

0.04%

Advisor Group, Inc.

14.27K

Dec 31, 19

+750

0.10%

LADENBURG THALMANN FINANCIAL SERVICES INC.

9.43K

Dec 31, 19

+1.08K

0.07%

Vestpro Financial Partners, Inc. dba CPF Texas

766

Sep 30, 18

+503

0.01%

Edge Advisors, LLC

3.30K

Jun 30, 18

0.02%

Commonwealth Equity Services, Inc

12.04K

Jun 30, 17

+12.04K

0.09%

Virtu KCG Holdings LLC

Jun 30, 17

-18.33K

MSI Financial Services Inc

510

Dec 31, 16

0.00%

Carnick & Kubik, LLC

17.38K

Mar 31, 16

+650

0.13%

Pinnacle Summer Investments, Inc.

2.71K

Dec 31, 15

-1.41K

0.02%

MANAGED ACCOUNT ADVISORS LLC

1.01K

Jun 30, 15

0.01%

UBS AG

250.66K

Sep 30, 14

+15.53K

1.84%

Jane Street Holding, LLC

Dec 31, 13

-11.84K

STIFEL NICOLAUS & CO INC \MO\

30.67K

Sep 30, 13

-29.80K

0.22%