FIRST TRUST EXCHANGE-TRADED FUND VIII - AFLG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 3,749,879 | 162,819 | 0.04% | 0.03% | 1 | +395,476 | 11.79% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,350,946 | 58,658 | 0.01% | 0.01% | 2 | +222,927 | 19.76% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 677,127 | 29,401 | 0.02% | 0.02% | 3 | +770 | 0.11% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 606,040 | 26,314 | 0.17% | 0.61% | 4 | +46,904 | 8.39% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 432,914 | 18,797 | 0.03% | 0.03% | 5 | +21,206 | 5.15% | Q2 2026 | Jul 30, 2026 |
| Stenger Family Office, LLC | History | Reduced | 408,634 | 17,742 | 2.82% | 2.87% | 6 | -12,305 | -2.92% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | Added to | 399,483 | 17,345 | 0.02% | 0.02% | 7 | +14,330 | 3.72% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 315,935 | 13,717 | 0.02% | 0.01% | 8 | +198,408 | 168.82% | Q2 2026 | Jul 28, 2026 |
| Kirkwood Financial Services | History | Added to | 298,890 | 12,982 | 3.71% | 3.83% | 9 | +9,152 | 3.16% | Q2 2026 | Aug 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 263,481 | 11,441 | 0.01% | 0.01% | 10 | +159,862 | 154.28% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 229,423 | 9,961 | 0.14% | 0.25% | 11 | -176,784 | -43.52% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 210,923 | 9,158 | 0.06% | 0.05% | 12 | +43,508 | 25.99% | Q2 2026 | Sep 08, 2026 |
| Global Retirement Partners, LLC | History | New | 209,335 | 9,089 | 0.14% | — | 13 | +209,335 | New | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 191,726 | 8,324 | 0.1% | 0.1% | 14 | +1,163 | 0.61% | Q2 2026 | Aug 18, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 175,210 | 7,609 | 0.07% | 0.07% | 15 | -2,649 | -1.49% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 144,812 | 6,287 | 0.07% | 0.07% | 16 | -6,615 | -4.37% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 121,179 | 5,261 | 0.1% | 0.08% | 17 | +15,717 | 14.9% | Q2 2026 | Jul 20, 2026 |
| Maridea Wealth Management LLC | History | Added to | 117,671 | 5,109 | 0.55% | 0.6% | 18 | +10,909 | 10.22% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 114,188 | 4,958 | 0.08% | 0.08% | 19 | +6,347 | 5.89% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 113,542 | 4,930 | 0.01% | 0.01% | 20 | +10,687 | 10.39% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 111,705 | 4,850 | 0.29% | 0.27% | 21 | -66,296 | -37.24% | Q2 2026 | Aug 04, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 102,956 | 4,819 | 2.06% | — | 22 | +102,956 | New | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 107,373 | 4,662 | 0.0% | 0.0% | 23 | -3,336 | -3.01% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 105,669 | 4,588 | 0.11% | 0.08% | 24 | +23,879 | 29.2% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 98,964 | 4,297 | 0.03% | — | 25 | +98,964 | New | Q2 2026 | Jul 17, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 92,984 | 4,037 | 3.26% | 3.11% | 26 | +3,178 | 3.54% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 91,423 | 3,969 | 0.03% | 0.04% | 27 | +428 | 0.47% | Q2 2026 | Jul 27, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 91,041 | 3,953 | 1.19% | 1.27% | 28 | -3,148 | -3.34% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 88,452 | 3,840 | 0.01% | 0.01% | 29 | +6,852 | 8.4% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 88,199 | 3,829 | 0.02% | 0.02% | 30 | +16,590 | 23.17% | Q2 2026 | Jul 24, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 85,564 | 3,715 | 2.58% | 2.42% | 31 | +2,559 | 3.08% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | Reduced | 82,181 | 3,568 | 0.04% | 0.04% | 32 | -899 | -1.08% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 74,653 | 3,241 | 0.02% | 0.02% | 33 | -7,135 | -8.72% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | Added to | 74,527 | 3,235 | 0.08% | 0.08% | 34 | +668 | 0.9% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 74,155 | 3,219 | 0.02% | 0.02% | 35 | +1,387 | 1.91% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 72,272 | 3,138 | 0.01% | 0.01% | 36 | +10,128 | 16.3% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 60,217 | 2,615 | 0.02% | 0.02% | 37 | +1,163 | 1.97% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 59,777 | 2,595 | 0.03% | 0.02% | 38 | +22,762 | 61.49% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 58,611 | 2,544 | 0.12% | 0.12% | 39 | -682 | -1.15% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 58,183 | 2,526 | 0.13% | 0.1% | 40 | +15,749 | 37.11% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 50,550 | 2,194 | 0.03% | 0.04% | 41 | -5,185 | -9.3% | Q2 2026 | Jul 15, 2026 |
| Ignite Planners, LLC | History | Added to | 46,616 | 2,024 | 0.28% | 0.19% | 42 | +15,866 | 51.6% | Q2 2026 | Jul 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 45,513 | 1,976 | 0.02% | 0.02% | 43 | +10,195 | 28.87% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 44,186 | 1,918 | 0.0% | — | 44 | +44,186 | New | Q2 2026 | Sep 02, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 43,607 | 1,893 | 0.79% | 0.62% | 45 | +9,623 | 28.32% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 43,191 | 1,875 | 0.02% | 0.01% | 46 | +18,226 | 73.01% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,983 | 1,736 | 0.03% | 0.02% | 47 | +6,365 | 18.93% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 37,612 | 1,633 | 0.11% | 0.1% | 48 | +1,750 | 4.88% | Q2 2026 | Aug 12, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 35,897 | 1,558 | 0.8% | 0.81% | 49 | +1,113 | 3.2% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 35,196 | 1,528 | 0.01% | 0.01% | 50 | +103 | 0.29% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 35,142 | 1,525 | 0.03% | — | 51 | +35,142 | New | Q2 2026 | Jul 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 33,805 | 1,467 | 0.41% | 0.41% | 52 | -355 | -1.04% | Q2 2026 | Aug 12, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 33,456 | 1,452 | 0.47% | 0.31% | 53 | +14,430 | 75.84% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 33,109 | 1,437 | 0.13% | 0.13% | 54 | +800 | 2.48% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | Added to | 30,151 | 1,309 | 0.01% | 0.01% | 55 | +1,960 | 6.95% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,469 | 1,192 | 0.0% | 0.0% | 56 | +14,292 | 108.46% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 26,805 | 1,163 | 0.02% | 0.01% | 57 | +6,185 | 30.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,026 | 1,086 | 0.0% | 0.0% | 58 | +5,641 | 29.1% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 21,736 | 943 | 0.0% | 0.0% | 59 | +1,303 | 6.38% | Q2 2026 | Jul 20, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 21,648 | 939 | 0.31% | 0.23% | 60 | +5,317 | 32.56% | Q2 2026 | Jul 20, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 20,066 | 871 | 0.13% | 0.07% | 61 | +9,584 | 91.43% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 16,505 | 716 | 0.01% | 0.04% | 62 | -27,644 | -62.62% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,212 | 703 | 0.0% | 0.0% | 63 | +2,737 | 20.31% | Q2 2026 | Aug 07, 2026 |
| SLT Holdings LLC | History | New | 16,088 | 698 | 0.44% | — | 64 | +16,088 | New | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,398 | 668 | 0.01% | 0.01% | 65 | +3,793 | 32.68% | Q2 2026 | Aug 04, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 14,991 | 650 | 0.19% | — | 66 | +14,991 | New | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,278 | 619 | 0.01% | 0.01% | 67 | +3,825 | 36.59% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 14,114 | 612 | 0.14% | 0.13% | 68 | +663 | 4.93% | Q2 2026 | Jul 09, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 13,471 | 584 | 0.1% | 0.1% | 69 | +399 | 3.05% | Q2 2026 | Jul 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,201 | 529 | 0.01% | 0.01% | 70 | +3,685 | 43.27% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,314 | 447 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,009 | 434 | 0.01% | 0.01% | 72 | -129 | -1.27% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Added to | 9,844 | 425 | 0.01% | 0.01% | 73 | +1,601 | 19.42% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,753 | 423 | 0.03% | 0.02% | 74 | +2,202 | 29.16% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,702 | 421 | 0.01% | 0.01% | 75 | +69 | 0.72% | Q2 2026 | Jul 30, 2026 |
| NOVEM GROUP | History | Added to | 8,961 | 389 | 0.04% | 0.04% | 76 | +206 | 2.35% | Q2 2026 | Jul 21, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 8,864 | 384 | 0.1% | 0.1% | 77 | +99 | 1.13% | Q2 2026 | Jul 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 7,983 | 346 | 0.09% | 0.06% | 78 | +2,616 | 48.74% | Q2 2026 | Aug 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 7,881 | 342 | 0.0% | 0.0% | 79 | -793 | -9.14% | Q2 2026 | Aug 14, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 7,849 | 340 | 0.14% | 0.11% | 80 | +1,360 | 20.96% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,814 | 339 | 0.01% | 0.01% | 81 | +676 | 9.47% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 7,547 | 327 | 0.04% | 0.05% | 82 | -3 | -0.04% | Q2 2026 | Aug 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 7,492 | 325 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,235 | 314 | 0.05% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 6,903 | 299 | 0.23% | 0.21% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 6,652 | 288 | 0.04% | 0.04% | 86 | -134 | -1.97% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,416 | 278 | 0.0% | 0.0% | 87 | -44 | -0.68% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | New | 6,139 | 266 | 0.02% | — | 88 | +6,139 | New | Q2 2026 | Jul 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,859 | 254 | 0.0% | 0.0% | 89 | +178 | 3.13% | Q2 2026 | Jul 13, 2026 |
| ABLE Financial Group, LLC | History | New | 5,724 | 248 | 0.04% | — | 90 | +5,724 | New | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,458 | 236 | 0.01% | 0.01% | 91 | +152 | 2.86% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 5,258 | 228 | 0.01% | — | 92 | +5,258 | New | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 5,081 | 220 | 0.01% | — | 93 | +5,081 | New | Q2 2026 | Aug 13, 2026 |
| Purewater Capital LLC | History | New | 4,985 | 216 | 0.16% | — | 94 | +4,985 | New | Q2 2026 | Jul 28, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 4,788 | 207 | 0.08% | — | 95 | +4,788 | New | Q2 2026 | Jul 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 4,557 | 197 | 0.0% | 0.0% | 96 | +2,451 | 116.38% | Q2 2026 | Jul 27, 2026 |
| GoalVest Advisory LLC | History | No change | 2,902 | 126 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,413 | 104 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 2,303 | 99 | 0.04% | — | 100 | +2,303 | New | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,290 | 99 | 0.02% | 0.02% | 99 | -11 | -0.48% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,580 | 68 | 0.0% | 0.0% | 101 | +99 | 6.68% | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,205 | 52 | 0.02% | 0.02% | 102 | +24 | 2.03% | Q2 2026 | Jul 30, 2026 |
| Coppell Advisory Solutions LLC | History | New | 34,615 | 44 | 0.0% | — | 103 | +34,615 | New | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 981 | 42 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, Inc. | History | New | 947 | 41 | 0.0% | — | 105 | +947 | New | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 921 | 40 | 0.0% | 0.0% | 106 | +643 | 231.29% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 764 | 33 | 0.0% | 0.0% | 107 | +124 | 19.38% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 650 | 28 | 0.0% | 0.0% | 108 | -49 | -7.01% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 650 | 28 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Buck Wealth Strategies, LLC | History | New | 539 | 23 | 0.0% | — | 110 | +539 | New | Q2 2026 | Jul 30, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 468 | 20 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| My Portfolio Guide, LLC | History | No change | 520 | 20 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Gravity Companies, Inc. | History | New | 457 | 19 | 0.0% | — | 113 | +457 | New | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 439 | 19 | 0.01% | — | 114 | +439 | New | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 428 | 18 | 0.0% | 0.0% | 115 | -322 | -42.93% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 457 | 17 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | New | 373 | 16 | 0.0% | — | 118 | +373 | New | Q2 2026 | Jul 28, 2026 |
| Balentine LLC | History | No change | 382 | 16 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 314 | 13 | 0.0% | 0.0% | 119 | -8 | -2.48% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 281 | 12 | 0.0% | — | 120 | +281 | New | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 257 | 11 | 0.0% | — | 121 | +257 | New | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 250 | 10 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 213 | 9 | 0.0% | — | 124 | +213 | New | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 210 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 156 | 6 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 132 | 5 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 126 | 5 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 108 | 4 | 0.0% | — | 129 | +108 | New | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 78 | 3 | 0.0% | — | 130 | +78 | New | Q2 2026 | Jul 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 76 | 3 | 0.0% | — | 131 | +76 | New | Q2 2026 | Jul 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 27 | 1 | 0.0% | 0.0% | 132 | -88 | -76.52% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -362,102 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.95% | — | -48,024 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -736 | -100.0% | Q2 2026 | Aug 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 18 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |