First Trust Nasdaq Artificial Intelligence and Robotics ETF(ROBT)

$58.93—Stale · unknown old

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First Trust Nasdaq Artificial Intelligence and Robotics ETF(ROBT)

NASDAQ • Last print unknown ago

$58.93—Stale · unknown old

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ROBT(ROBT)

ROBT

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

Institutional Ownership

Top 230 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	896.25K	Jun 30, 26	+22.66K	6.79%
MORGAN STANLEY	635.76K	Jun 30, 26	-93.72K	4.82%
BANK OF AMERICA CORP /DE/	509.03K	Jun 30, 26	+16.16K	3.86%
WELLS FARGO & COMPANY/MN	349.49K	Jun 30, 26	-84.67K	2.65%
ENVESTNET ASSET MANAGEMENT INC	285.44K	Jun 30, 26	+54.42K	2.16%
AMERIPRISE FINANCIAL INC	255.67K	Jun 30, 26	+29.65K	1.94%
ROYAL BANK OF CANADA	208.60K	Jun 30, 26	-16.92K	1.58%
RAYMOND JAMES FINANCIAL INC	201.59K	Jun 30, 26	+7.38K	1.53%
Biltmore Family Office, LLC	200.99K	Jun 30, 26	-6.54K	1.52%
TRUIST FINANCIAL CORP	199.18K	Jun 30, 26	+6.27K	1.51%
ADVISOR GROUP HOLDINGS, INC.	191.46K	Jun 30, 26	+16.36K	1.45%
Baird Financial Group, Inc.	158.86K	Jun 30, 26	-3.33K	1.20%
Rockport Wealth LLC	157.44K	Jun 30, 26	-10.84K	1.19%
Cambridge Investment Research Advisors, Inc.	146.28K	Jun 30, 26	+11.28K	1.11%
STIFEL FINANCIAL CORP	91.08K	Jun 30, 26	+1.71K	0.69%
Janney Montgomery Scott LLC	88.79K	Jun 30, 26	-25.09K	0.67%
Cetera Investment Advisers	79.34K	Jun 30, 26	+4.83K	0.60%
UBS Group AG	77.71K	Jun 30, 26	+10.85K	0.59%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	70.34K	Jun 30, 26	-18.21K	0.53%
Granite Bay Wealth Management, LLC	63.54K	Jun 30, 26	+2.01K	0.48%
IronBridge Private Wealth, LLC	63.21K	Jun 30, 26	+25.25K	0.48%
BENJAMIN EDWARDS INC	60.22K	Jun 30, 26	-1.55K	0.46%
Atlas Private Wealth Advisors	58.50K	Jun 30, 26	+9.13K	0.44%
Banco Santander, S.A.	55.90K	Jun 30, 26	--	0.42%
ABLE Financial Group, LLC	55.10K	Jun 30, 26	+55.10K	0.42%
Kestra Advisory Services, LLC	47.73K	Jun 30, 26	-15.03K	0.36%
WILEY BROS.-AINTREE CAPITAL, LLC	46.91K	Jun 30, 26	+46.91K	0.36%
MML INVESTORS SERVICES, LLC	46.13K	Jun 30, 26	+2.67K	0.35%
D.A. DAVIDSON & CO.	45.79K	Jun 30, 26	+36.28K	0.35%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	38.48K	Jun 30, 26	-119.26K	0.29%
Avestar Capital, LLC	37.40K	Jun 30, 26	--	0.28%
Belpointe Asset Management LLC	31.54K	Jun 30, 26	-1.34K	0.24%
Capital Investment Advisory Services, LLC	31.52K	Jun 30, 26	-151	0.24%
Gateway Wealth Partners, LLC	28.53K	Jun 30, 26	-61.42K	0.22%
Hancock Prospecting Pty Ltd	27.46K	Jun 30, 26	--	0.21%
COMMONWEALTH EQUITY SERVICES, LLC	26.60K	Jun 30, 26	-5.68K	0.20%
Integrated Wealth Concepts LLC	25.69K	Jun 30, 26	-54.96K	0.19%
Sargent Investment Group, LLC	25.50K	Jun 30, 26	-1.44K	0.19%
NewEdge Advisors, LLC	24.57K	Jun 30, 26	-1.91K	0.19%
Arkadios Wealth Advisors	24.21K	Jun 30, 26	+2.13K	0.18%
Concurrent Investment Advisors, LLC	22.86K	Jun 30, 26	+3.06K	0.17%
RFG Advisory, LLC	19.23K	Jun 30, 26	+1.96K	0.15%
HARBOUR INVESTMENTS, INC.	18.86K	Jun 30, 26	-30	0.14%
Stratos Wealth Partners, LTD.	18.24K	Jun 30, 26	+9	0.14%
CPR Investments Inc.	15.69K	Jun 30, 26	+10.45K	0.12%
Private Advisor Group, LLC	14.26K	Jun 30, 26	+3.56K	0.11%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	13.77K	Jun 30, 26	+544	0.10%
Kovack Advisors, Inc.	13.62K	Jun 30, 26	-926	0.10%
WealthCare Investment Partners, LLC	13.50K	Jun 30, 26	-99	0.10%
KFG WEALTH MANAGEMENT, LLC	13.37K	Jun 30, 26	+950	0.10%
TWIN PEAKS WEALTH ADVISORS, LLC	13.27K	Jun 30, 26	-131	0.10%
CERTUITY, LLC	12.97K	Jun 30, 26	+2	0.10%
Main Street Financial Solutions, LLC	12.32K	Jun 30, 26	--	0.09%
EPG Wealth Management LLC	12.11K	Jun 30, 26	+1.06K	0.09%
Apollon Financial, LLC	11.99K	Jun 30, 26	-595	0.09%
Resources Investment Advisors, LLC.	11.76K	Jun 30, 26	+107	0.09%
JANE STREET GROUP, LLC	11.66K	Jun 30, 26	-49.48K	0.09%
INDEPENDENT FINANCIAL GROUP, LLC	10.14K	Jun 30, 26	-2.07K	0.08%
Creative Planning	9.94K	Jun 30, 26	+9.94K	0.08%
Proactive Wealth Strategies LLC	9.87K	Jun 30, 26	-300	0.07%
Retirement Planning Group	9.66K	Jun 30, 26	-990	0.07%
LEVEL FOUR ADVISORY SERVICES, LLC	9.60K	Jun 30, 26	+21	0.07%
Morey & Quinn Wealth Partners, LLC	9.01K	Jun 30, 26	-100	0.07%
Plotkin Financial Advisors, LLC	8.92K	Jun 30, 26	-221	0.07%
SILVER OAK SECURITIES, INCORPORATED	8.53K	Jun 30, 26	+53	0.06%
CHOREO, LLC	8.42K	Jun 30, 26	+2	0.06%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	8.17K	Jun 30, 26	+956	0.06%
BESSEMER GROUP INC	8.10K	Jun 30, 26	--	0.06%
MERCER GLOBAL ADVISORS INC /ADV	7.69K	Jun 30, 26	-6.03K	0.06%
Western Wealth Management, LLC	7.64K	Jun 30, 26	-15	0.06%
GREAT VALLEY ADVISOR GROUP, INC.	7.48K	Jun 30, 26	+301	0.06%
Cottage Street Advisors LLC	7.42K	Jun 30, 26	+2.91K	0.06%
Rockefeller Capital Management L.P.	7.13K	Jun 30, 26	-505	0.05%
Mariner, LLC	7.06K	Jun 30, 26	-11.29K	0.05%
Summit Financial, LLC	6.88K	Jun 30, 26	+516	0.05%
Onyx Bridge Wealth Group LLC	6.45K	Jun 30, 26	+6.45K	0.05%
NBC SECURITIES, INC.	6.40K	Jun 30, 26	-334	0.05%
Pinnacle Financial Partners, Inc.	6.37K	Jun 30, 26	+596	0.05%
Authentikos Wealth Advisory, LLC	6.33K	Jun 30, 26	+893	0.05%
Gerald Baker Financial Group LLC	6.27K	Jun 30, 26	+1	0.05%
GOLDMAN SACHS GROUP INC	6.20K	Jun 30, 26	-5.42K	0.05%
J.W. COLE ADVISORS, INC.	6.18K	Jun 30, 26	-8	0.05%
Kraft, Davis & Associates, LLC	6.06K	Jun 30, 26	--	0.05%
ICAPITAL WEALTH LLC	6.00K	Jun 30, 26	--	0.05%
WEDBUSH SECURITIES INC	5.87K	Jun 30, 26	+120	0.04%
EP Wealth Advisors, LLC	5.86K	Jun 30, 26	+405	0.04%
HighPoint Advisor Group LLC	5.73K	Jun 30, 26	-442	0.04%
Atria Investments, Inc	5.64K	Jun 30, 26	-6.11K	0.04%
Virtus Family Office LLC	5.45K	Jun 30, 26	--	0.04%
Accel Wealth Management	5.31K	Jun 30, 26	+601	0.04%
Kingsview Wealth Management, LLC	5.27K	Jun 30, 26	+845	0.04%
Prospera Financial Services Inc	4.87K	Jun 30, 26	+4.87K	0.04%
Peterson Wealth Advisors, LLC	4.87K	Jun 30, 26	-1	0.04%
Equitable Holdings, Inc.	4.79K	Jun 30, 26	-260	0.04%
Sigma Planning Corp	4.70K	Jun 30, 26	-33	0.04%
PFG Investments, LLC	4.61K	Jun 30, 26	+4.61K	0.03%
JBR Co Financial Management Inc	4.60K	Jun 30, 26	+37	0.03%
PINNACLE ASSOCIATES LTD	4.55K	Jun 30, 26	--	0.03%
Pinnacle Wealth Management Advisory Group, LLC	4.55K	Jun 30, 26	--	0.03%
PARK AVENUE SECURITIES LLC	4.53K	Jun 30, 26	-10	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.21K	Jun 30, 26	-1.40K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.14K	Jun 30, 26	+4.14K	0.03%
Sanctuary Advisors, LLC	4.13K	Jun 30, 26	+4.13K	0.03%
MAI Capital Management	4.04K	Jun 30, 26	-1	0.03%
IEQ CAPITAL, LLC	4.00K	Jun 30, 26	+4.00K	0.03%
Magnus Financial Group LLC	3.96K	Jun 30, 26	+3.96K	0.03%
Brookstone Capital Management	3.91K	Jun 30, 26	+3.91K	0.03%
HighTower Advisors, LLC	3.83K	Jun 30, 26	+3.83K	0.03%
Five Pine Wealth Management	3.70K	Jun 30, 26	+3.70K	0.03%
Steward Partners Investment Advisory, LLC	3.67K	Jun 30, 26	+507	0.03%
Golden State Wealth Management, LLC	2.70K	Jun 30, 26	--	0.02%
Spectrum Wealth Advisory Group, LLC	2.66K	Jun 30, 26	+2.66K	0.02%
AE Wealth Management LLC	2.58K	Jun 30, 26	-92	0.02%
Front Row Advisors LLC	1.56K	Jun 30, 26	-2	0.01%
Richardson Capital Management LLC	1.55K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	1.45K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	1.42K	Jun 30, 26	+1.42K	0.01%
US BANCORP \DE\	1.28K	Jun 30, 26	-126	0.01%
Graney & King, LLC	1.16K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	1.08K	Jun 30, 26	--	0.01%
New England Capital Financial Advisors LLC	1.08K	Jun 30, 26	+1	0.01%
FMR LLC	1.06K	Jun 30, 26	+33	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.00K	Jun 30, 26	-388	0.01%
SBI Securities Co., Ltd.	957	Jun 30, 26	+187	0.01%
HAZLETT, BURT & WATSON, INC.	800	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	787	Jun 30, 26	--	0.01%
AMERIFLEX GROUP, INC.	722	Jun 30, 26	+69	0.01%
Community Bank, N.A.	705	Jun 30, 26	--	0.01%
HUNTINGTON NATIONAL BANK	616	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	575	Jun 30, 26	-250	0.00%
Global Retirement Partners, LLC	555	Jun 30, 26	+555	0.00%
Allied Private Wealth LLC	530	Jun 30, 26	+530	0.00%
ZRC WEALTH MANAGEMENT, LLC	507	Jun 30, 26	--	0.00%
BFSG, LLC	500	Jun 30, 26	--	0.00%
Manchester Capital Management LLC	500	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	495	Jun 30, 26	-19	0.00%
BARRETT & COMPANY, INC.	425	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	420	Jun 30, 26	--	0.00%
Fourth Dimension Wealth, LLC	400	Jun 30, 26	+100	0.00%
Larson Financial Group LLC	395	Jun 30, 26	-5	0.00%
Asset Dedication, LLC	372	Jun 30, 26	--	0.00%
Main Management LLC	342	Jun 30, 26	+105	0.00%
Gen-Wealth Partners Inc	301	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	294	Jun 30, 26	-9	0.00%
Rossby Financial, LCC	277	Jun 30, 26	--	0.00%
TD Capital Management LLC	275	Jun 30, 26	--	0.00%
Parkside Financial Bank & Trust	258	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	258	Jun 30, 26	--	0.00%
Centerpoint Advisors, LLC	250	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	243	Jun 30, 26	-2	0.00%
Pinnacle Wealth Planning Services, Inc.	229	Jun 30, 26	--	0.00%
IMG Wealth Management, Inc.	225	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	201	Jun 30, 26	+81	0.00%
American Capital Advisory, LLC	200	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	200	Jun 30, 26	-859	0.00%
Farther Finance Advisors, LLC	199	Jun 30, 26	-525	0.00%
TUCKER ASSET MANAGEMENT LLC	196	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	182	Jun 30, 26	+1	0.00%
Coston, McIsaac & Partners	162	Jun 30, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	155	Jun 30, 26	--	0.00%
Accordant Advisory Group Inc	151	Jun 30, 26	--	0.00%
COUNTRY TRUST BANK	150	Jun 30, 26	+150	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	150	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	132	Jun 30, 26	--	0.00%
Kroeger Financial Partners	119	Jun 30, 26	+119	0.00%
Kiker Wealth Management, LLC	113	Jun 30, 26	--	0.00%
Roble, Belko & Company, Inc	108	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	89	Jun 30, 26	+89	0.00%
Fortis Group Advisors, LLC	83	Jun 30, 26	+83	0.00%
Clearstead Advisors, LLC	62	Jun 30, 26	--	0.00%
Downshift Financial, LLC	60	Jun 30, 26	+60	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	54	Jun 30, 26	--	0.00%
Bernard Wealth Management Corp.	50	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	50	Jun 30, 26	-150	0.00%
Darwin Wealth Management, LLC	49	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	45	Jun 30, 26	-15	0.00%
Concord Wealth Partners	35	Jun 30, 26	+35	0.00%
Game Plan Financial Advisors, LLC	25	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	23	Jun 30, 26	+23	0.00%
SIMPLEX TRADING, LLC	19	Jun 30, 26	-29	0.00%
FWL INVESTMENT MANAGEMENT, LLC	15	Jun 30, 26	--	0.00%
Cordant, Inc.	10	Jun 30, 26	+10	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1	Jun 30, 26	--	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-792	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-5	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-58.85K	--
Independent Advisor Alliance	--	Jun 30, 26	-29.16K	--
CITIGROUP INC	--	Jun 30, 26	-1.04K	--
Triumph Capital Management	--	Jun 30, 26	-90	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-7.75K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-3.13K	--
Aurora Private Wealth, Inc.	--	Jun 30, 26	-4.57K	--
Measured Wealth Private Client Group, LLC	--	Jun 30, 26	-10	--
Jaffetilchin Investment Partners, LLC	62.03K	Mar 31, 26	+62.03K	0.47%
Vivaldi Capital Management LP	13.03K	Mar 31, 26	+839	0.10%
CWM, LLC	9.30K	Mar 31, 26	+500	0.07%
Sunbelt Securities, Inc.	6.32K	Mar 31, 26	+4.43K	0.05%
Evelyn Partners Asset Management Ltd	409	Mar 31, 26	--	0.00%
COMERICA BANK	489	Dec 31, 25	-2.70K	0.00%
CIBC Private Wealth Group, LLC	211	Dec 31, 25	+176	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-100	--
SYNOVUS FINANCIAL CORP	5.36K	Sep 30, 25	--	0.04%
AllSquare Wealth Management LLC	230	Sep 30, 25	--	0.00%
EWG Elevate Inc.	--	Sep 30, 25	-7.63K	--
Congress Wealth Management LLC / DE /	133.03K	Jun 30, 25	-2.27K	1.01%
Atria Wealth Solutions, Inc.	21.45K	Jun 30, 25	+5.54K	0.16%
AVANTAX ADVISORY SERVICES, INC.	8.54K	Jun 30, 25	-559	0.06%
Orion Portfolio Solutions, LLC	10.03K	Mar 31, 25	+1.89K	0.08%
Householder Group Estate & Retirement Specialist, LLC	4.33K	Dec 31, 24	-697	0.03%
WR Wealth Planners, LLC	20	Dec 31, 24	--	0.00%
TAP Consulting, LLC	--	Dec 31, 24	-30.34K	--
Raymond James Financial Services Advisors, Inc.	59.54K	Sep 30, 24	-78.39K	0.45%
RAYMOND JAMES & ASSOCIATES	36.58K	Sep 30, 24	-271.06K	0.28%
FinTrust Capital Advisors, LLC	231	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	69.78K	Jun 30, 24	-2.28K	0.53%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	772	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	245	Jun 30, 24	-1.45K	0.00%
Cetera Advisor Networks LLC	60.10K	Mar 31, 24	+20.54K	0.46%
Cetera Advisors LLC	16.41K	Mar 31, 24	+6.17K	0.12%
PROVENCE WEALTH MANAGEMENT GROUP	400	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	325	Dec 31, 23	+278	0.00%
Kistler-Tiffany Companies, LLC	852	Jun 30, 23	--	0.01%
TimeScale Financial, Inc.	187	Jun 30, 23	--	0.00%
Holloway Wealth Management, LLC	190	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	380	Dec 31, 21	+280	0.00%
Psagot Value Holdings Ltd.	1.45K	Sep 30, 21	--	0.01%
First Allied Advisory Services, Inc.	59.88K	Sep 30, 20	-1.05K	0.45%
Advisor Group, Inc.	78.06K	Dec 31, 19	+8.26K	0.59%
LADENBURG THALMANN FINANCIAL SERVICES INC.	21.46K	Dec 31, 19	+88	0.16%
NEXT Financial Holdings	300	Mar 31, 19	+300	0.00%

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Holder

Date

Change

% Held

LPL Financial LLC

896.25K

Jun 30, 26

+22.66K

6.79%

MORGAN STANLEY

635.76K

Jun 30, 26

-93.72K

4.82%

BANK OF AMERICA CORP /DE/

509.03K

Jun 30, 26

+16.16K

3.86%

WELLS FARGO & COMPANY/MN

349.49K

Jun 30, 26

-84.67K

2.65%

ENVESTNET ASSET MANAGEMENT INC

285.44K

Jun 30, 26

+54.42K

2.16%

AMERIPRISE FINANCIAL INC

255.67K

Jun 30, 26

+29.65K

1.94%

ROYAL BANK OF CANADA

208.60K

Jun 30, 26

-16.92K

1.58%

RAYMOND JAMES FINANCIAL INC

201.59K

Jun 30, 26

+7.38K

1.53%

Biltmore Family Office, LLC

200.99K

Jun 30, 26

-6.54K

1.52%

TRUIST FINANCIAL CORP

199.18K

Jun 30, 26

+6.27K

1.51%

ADVISOR GROUP HOLDINGS, INC.

191.46K

Jun 30, 26

+16.36K

1.45%

Baird Financial Group, Inc.

158.86K

Jun 30, 26

-3.33K

1.20%

Rockport Wealth LLC

157.44K

Jun 30, 26

-10.84K

1.19%

Cambridge Investment Research Advisors, Inc.

146.28K

Jun 30, 26

+11.28K

1.11%

STIFEL FINANCIAL CORP

91.08K

Jun 30, 26

+1.71K

0.69%

Janney Montgomery Scott LLC

88.79K

Jun 30, 26

-25.09K

0.67%

Cetera Investment Advisers

79.34K

Jun 30, 26

+4.83K

0.60%

UBS Group AG

77.71K

Jun 30, 26

+10.85K

0.59%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

70.34K

Jun 30, 26

-18.21K

0.53%

Granite Bay Wealth Management, LLC

63.54K

Jun 30, 26

+2.01K

0.48%

IronBridge Private Wealth, LLC

63.21K

Jun 30, 26

+25.25K

0.48%

BENJAMIN EDWARDS INC

60.22K

Jun 30, 26

-1.55K

0.46%

Atlas Private Wealth Advisors

58.50K

Jun 30, 26

+9.13K

0.44%

Banco Santander, S.A.

55.90K

Jun 30, 26

0.42%

ABLE Financial Group, LLC

55.10K

Jun 30, 26

+55.10K

0.42%

Kestra Advisory Services, LLC

47.73K

Jun 30, 26

-15.03K

0.36%

WILEY BROS.-AINTREE CAPITAL, LLC

46.91K

Jun 30, 26

+46.91K

0.36%

MML INVESTORS SERVICES, LLC

46.13K

Jun 30, 26

+2.67K

0.35%

D.A. DAVIDSON & CO.

45.79K

Jun 30, 26

+36.28K

0.35%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

38.48K

Jun 30, 26

-119.26K

0.29%

Avestar Capital, LLC

37.40K

Jun 30, 26

0.28%

Belpointe Asset Management LLC

31.54K

Jun 30, 26

-1.34K

0.24%

Capital Investment Advisory Services, LLC

31.52K

Jun 30, 26

-151

0.24%

Gateway Wealth Partners, LLC

28.53K

Jun 30, 26

-61.42K

0.22%

Hancock Prospecting Pty Ltd

27.46K

Jun 30, 26

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

26.60K

Jun 30, 26

-5.68K

0.20%

Integrated Wealth Concepts LLC

25.69K

Jun 30, 26

-54.96K

0.19%

Sargent Investment Group, LLC

25.50K

Jun 30, 26

-1.44K

0.19%

NewEdge Advisors, LLC

24.57K

Jun 30, 26

-1.91K

0.19%

Arkadios Wealth Advisors

24.21K

Jun 30, 26

+2.13K

0.18%

Concurrent Investment Advisors, LLC

22.86K

Jun 30, 26

+3.06K

0.17%

RFG Advisory, LLC

19.23K

Jun 30, 26

+1.96K

0.15%

HARBOUR INVESTMENTS, INC.

18.86K

Jun 30, 26

-30

0.14%

Stratos Wealth Partners, LTD.

18.24K

Jun 30, 26

0.14%

CPR Investments Inc.

15.69K

Jun 30, 26

+10.45K

0.12%

Private Advisor Group, LLC

14.26K

Jun 30, 26

+3.56K

0.11%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

13.77K

Jun 30, 26

+544

0.10%

Kovack Advisors, Inc.

13.62K

Jun 30, 26

-926

0.10%

WealthCare Investment Partners, LLC

13.50K

Jun 30, 26

-99

0.10%

KFG WEALTH MANAGEMENT, LLC

13.37K

Jun 30, 26

+950

0.10%

TWIN PEAKS WEALTH ADVISORS, LLC

13.27K

Jun 30, 26

-131

0.10%

CERTUITY, LLC

12.97K

Jun 30, 26

0.10%

Main Street Financial Solutions, LLC

12.32K

Jun 30, 26

0.09%

EPG Wealth Management LLC

12.11K

Jun 30, 26

+1.06K

0.09%

Apollon Financial, LLC

11.99K

Jun 30, 26

-595

0.09%

Resources Investment Advisors, LLC.

11.76K

Jun 30, 26

+107

0.09%

JANE STREET GROUP, LLC

11.66K

Jun 30, 26

-49.48K

0.09%

INDEPENDENT FINANCIAL GROUP, LLC

10.14K

Jun 30, 26

-2.07K

0.08%

Creative Planning

9.94K

Jun 30, 26

+9.94K

0.08%

Proactive Wealth Strategies LLC

9.87K

Jun 30, 26

-300

0.07%

Retirement Planning Group

9.66K

Jun 30, 26

-990

0.07%

LEVEL FOUR ADVISORY SERVICES, LLC

9.60K

Jun 30, 26

+21

0.07%

Morey & Quinn Wealth Partners, LLC

9.01K

Jun 30, 26

-100

0.07%

Plotkin Financial Advisors, LLC

8.92K

Jun 30, 26

-221

0.07%

SILVER OAK SECURITIES, INCORPORATED

8.53K

Jun 30, 26

+53

0.06%

CHOREO, LLC

8.42K

Jun 30, 26

0.06%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

8.17K

Jun 30, 26

+956

0.06%

BESSEMER GROUP INC

8.10K

Jun 30, 26

0.06%

MERCER GLOBAL ADVISORS INC /ADV

7.69K

Jun 30, 26

-6.03K

0.06%

Western Wealth Management, LLC

7.64K

Jun 30, 26

-15

0.06%

GREAT VALLEY ADVISOR GROUP, INC.

7.48K

Jun 30, 26

+301

0.06%

Cottage Street Advisors LLC

7.42K

Jun 30, 26

+2.91K

0.06%

Rockefeller Capital Management L.P.

7.13K

Jun 30, 26

-505

0.05%

Mariner, LLC

7.06K

Jun 30, 26

-11.29K

0.05%

Summit Financial, LLC

6.88K

Jun 30, 26

+516

0.05%

Onyx Bridge Wealth Group LLC

6.45K

Jun 30, 26

+6.45K

0.05%

NBC SECURITIES, INC.

6.40K

Jun 30, 26

-334

0.05%

Pinnacle Financial Partners, Inc.

6.37K

Jun 30, 26

+596

0.05%

Authentikos Wealth Advisory, LLC

6.33K

Jun 30, 26

+893

0.05%

Gerald Baker Financial Group LLC

6.27K

Jun 30, 26

0.05%

GOLDMAN SACHS GROUP INC

6.20K

Jun 30, 26

-5.42K

0.05%

J.W. COLE ADVISORS, INC.

6.18K

Jun 30, 26

-8

0.05%

Kraft, Davis & Associates, LLC

6.06K

Jun 30, 26

0.05%

ICAPITAL WEALTH LLC

6.00K

Jun 30, 26

0.05%

WEDBUSH SECURITIES INC

5.87K

Jun 30, 26

+120

0.04%

EP Wealth Advisors, LLC

5.86K

Jun 30, 26

+405

0.04%

HighPoint Advisor Group LLC

5.73K

Jun 30, 26

-442

0.04%

Atria Investments, Inc

5.64K

Jun 30, 26

-6.11K

0.04%

Virtus Family Office LLC

5.45K

Jun 30, 26

0.04%

Accel Wealth Management

5.31K

Jun 30, 26

+601

0.04%

Kingsview Wealth Management, LLC

5.27K

Jun 30, 26

+845

0.04%

Prospera Financial Services Inc

4.87K

Jun 30, 26

+4.87K

0.04%

Peterson Wealth Advisors, LLC

4.87K

Jun 30, 26

-1

0.04%

Equitable Holdings, Inc.

4.79K

Jun 30, 26

-260

0.04%

Sigma Planning Corp

4.70K

Jun 30, 26

-33

0.04%

PFG Investments, LLC

4.61K

Jun 30, 26

+4.61K

0.03%

JBR Co Financial Management Inc

4.60K

Jun 30, 26

+37

0.03%

PINNACLE ASSOCIATES LTD

4.55K

Jun 30, 26

0.03%

Pinnacle Wealth Management Advisory Group, LLC

4.55K

Jun 30, 26

0.03%

PARK AVENUE SECURITIES LLC

4.53K

Jun 30, 26

-10

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.21K

Jun 30, 26

-1.40K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.14K

Jun 30, 26

+4.14K

0.03%

Sanctuary Advisors, LLC

4.13K

Jun 30, 26

+4.13K

0.03%

MAI Capital Management

4.04K

Jun 30, 26

-1

0.03%

IEQ CAPITAL, LLC

4.00K

Jun 30, 26

+4.00K

0.03%

Magnus Financial Group LLC

3.96K

Jun 30, 26

+3.96K

0.03%

Brookstone Capital Management

3.91K

Jun 30, 26

+3.91K

0.03%

HighTower Advisors, LLC

3.83K

Jun 30, 26

+3.83K

0.03%

Five Pine Wealth Management

3.70K

Jun 30, 26

+3.70K

0.03%

Steward Partners Investment Advisory, LLC

3.67K

Jun 30, 26

+507

0.03%

Golden State Wealth Management, LLC

2.70K

Jun 30, 26

0.02%

Spectrum Wealth Advisory Group, LLC

2.66K

Jun 30, 26

+2.66K

0.02%

AE Wealth Management LLC

2.58K

Jun 30, 26

-92

0.02%

Front Row Advisors LLC

1.56K

Jun 30, 26

-2

0.01%

Richardson Capital Management LLC

1.55K

Jun 30, 26

0.01%

IFP Advisors, Inc

1.45K

Jun 30, 26

0.01%

IFG Advisory, LLC

1.42K

Jun 30, 26

+1.42K

0.01%

US BANCORP \DE\

1.28K

Jun 30, 26

-126

0.01%

Graney & King, LLC

1.16K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

1.08K

Jun 30, 26

0.01%

New England Capital Financial Advisors LLC

1.08K

Jun 30, 26

0.01%

FMR LLC

1.06K

Jun 30, 26

+33

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.00K

Jun 30, 26

-388

0.01%

SBI Securities Co., Ltd.

957

Jun 30, 26

+187

0.01%

HAZLETT, BURT & WATSON, INC.

800

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

787

Jun 30, 26

0.01%

AMERIFLEX GROUP, INC.

722

Jun 30, 26

+69

0.01%

Community Bank, N.A.

705

Jun 30, 26

0.01%

HUNTINGTON NATIONAL BANK

616

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

575

Jun 30, 26

-250

0.00%

Global Retirement Partners, LLC

555

Jun 30, 26

+555

0.00%

Allied Private Wealth LLC

530

Jun 30, 26

+530

0.00%

ZRC WEALTH MANAGEMENT, LLC

507

Jun 30, 26

0.00%

BFSG, LLC

500

Jun 30, 26

0.00%

Manchester Capital Management LLC

500

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

495

Jun 30, 26

-19

0.00%

BARRETT & COMPANY, INC.

425

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

420

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

400

Jun 30, 26

+100

0.00%

Larson Financial Group LLC

395

Jun 30, 26

-5

0.00%

Asset Dedication, LLC

372

Jun 30, 26

0.00%

Main Management LLC

342

Jun 30, 26

+105

0.00%

Gen-Wealth Partners Inc

301

Jun 30, 26

0.00%

Dunhill Financial, LLC

294

Jun 30, 26

-9

0.00%

Rossby Financial, LCC

277

Jun 30, 26

0.00%

TD Capital Management LLC

275

Jun 30, 26

0.00%

Parkside Financial Bank & Trust

258

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

258

Jun 30, 26

0.00%

Centerpoint Advisors, LLC

250

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

243

Jun 30, 26

-2

0.00%

Pinnacle Wealth Planning Services, Inc.

229

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

225

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

201

Jun 30, 26

+81

0.00%

American Capital Advisory, LLC

200

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

200

Jun 30, 26

-859

0.00%

Farther Finance Advisors, LLC

199

Jun 30, 26

-525

0.00%

TUCKER ASSET MANAGEMENT LLC

196

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

182

Jun 30, 26

0.00%

Coston, McIsaac & Partners

162

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

155

Jun 30, 26

0.00%

Accordant Advisory Group Inc

151

Jun 30, 26

0.00%

COUNTRY TRUST BANK

150

Jun 30, 26

+150

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

150

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

132

Jun 30, 26

0.00%

Kroeger Financial Partners

119

Jun 30, 26

+119

0.00%

Kiker Wealth Management, LLC

113

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

108

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

+89

0.00%

Fortis Group Advisors, LLC

Jun 30, 26

+83

0.00%

Clearstead Advisors, LLC

Jun 30, 26

0.00%

Downshift Financial, LLC

Jun 30, 26

+60

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

Bernard Wealth Management Corp.

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-150

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

Jun 30, 26

-15

0.00%

Concord Wealth Partners

Jun 30, 26

+35

0.00%

Game Plan Financial Advisors, LLC

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

+23

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

-29

0.00%

FWL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

Cordant, Inc.

Jun 30, 26

+10

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

Advisory Services Network, LLC

Jun 30, 26

-792

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-5

CITADEL ADVISORS LLC

Jun 30, 26

-58.85K

Independent Advisor Alliance

Jun 30, 26

-29.16K

CITIGROUP INC

Jun 30, 26

-1.04K

Triumph Capital Management

Jun 30, 26

-90

FLOW TRADERS U.S. LLC

Jun 30, 26

-7.75K

Sound Income Strategies, LLC

Jun 30, 26

-3.13K

Aurora Private Wealth, Inc.

Jun 30, 26

-4.57K

Measured Wealth Private Client Group, LLC

Jun 30, 26

-10

Jaffetilchin Investment Partners, LLC

62.03K

Mar 31, 26

+62.03K

0.47%

Vivaldi Capital Management LP

13.03K

Mar 31, 26

+839

0.10%

CWM, LLC

9.30K

Mar 31, 26

+500

0.07%

Sunbelt Securities, Inc.

6.32K

Mar 31, 26

+4.43K

0.05%

Evelyn Partners Asset Management Ltd

409

Mar 31, 26

0.00%

COMERICA BANK

489

Dec 31, 25

-2.70K

0.00%

CIBC Private Wealth Group, LLC

211

Dec 31, 25

+176

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-100

SYNOVUS FINANCIAL CORP

5.36K

Sep 30, 25

0.04%

AllSquare Wealth Management LLC

230

Sep 30, 25

0.00%

EWG Elevate Inc.

Sep 30, 25

-7.63K

Congress Wealth Management LLC / DE /

133.03K

Jun 30, 25

-2.27K

1.01%

Atria Wealth Solutions, Inc.

21.45K

Jun 30, 25

+5.54K

0.16%

AVANTAX ADVISORY SERVICES, INC.

8.54K

Jun 30, 25

-559

0.06%

Orion Portfolio Solutions, LLC

10.03K

Mar 31, 25

+1.89K

0.08%

Householder Group Estate & Retirement Specialist, LLC

4.33K

Dec 31, 24

-697

0.03%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

TAP Consulting, LLC

Dec 31, 24

-30.34K

Raymond James Financial Services Advisors, Inc.

59.54K

Sep 30, 24

-78.39K

0.45%

RAYMOND JAMES & ASSOCIATES

36.58K

Sep 30, 24

-271.06K

0.28%

FinTrust Capital Advisors, LLC

231

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

69.78K

Jun 30, 24

-2.28K

0.53%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

772

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

245

Jun 30, 24

-1.45K

0.00%

Cetera Advisor Networks LLC

60.10K

Mar 31, 24

+20.54K

0.46%

Cetera Advisors LLC

16.41K

Mar 31, 24

+6.17K

0.12%

PROVENCE WEALTH MANAGEMENT GROUP

400

Dec 31, 23

0.00%

Baystate Wealth Management LLC

325

Dec 31, 23

+278

0.00%

Kistler-Tiffany Companies, LLC

852

Jun 30, 23

0.01%

TimeScale Financial, Inc.

187

Jun 30, 23

0.00%

Holloway Wealth Management, LLC

190

Mar 31, 22

0.00%

NEXT Financial Group, Inc

380

Dec 31, 21

+280

0.00%

Psagot Value Holdings Ltd.

1.45K

Sep 30, 21

0.01%

First Allied Advisory Services, Inc.

59.88K

Sep 30, 20

-1.05K

0.45%

Advisor Group, Inc.

78.06K

Dec 31, 19

+8.26K

0.59%

LADENBURG THALMANN FINANCIAL SERVICES INC.

21.46K

Dec 31, 19

+88

0.16%

NEXT Financial Holdings

300

Mar 31, 19

+300

0.00%