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 | No change | 3,749,879 | 162,819 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,350,946 | 58,658 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 677,127 | 29,401 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 606,040 | 26,314 | 0.17% | 0.17% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 442,797 | 19,550 | 0.04% | — | 5 | +442,797 | New | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 438,865 | 19,375 | 0.03% | 0.03% | 6 | +5,951 | 1.37% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 399,483 | 17,345 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 312,603 | 13,801 | 0.02% | 0.02% | 8 | -3,332 | -1.05% | Q3 2026 | Oct 30, 2026 |
| Kirkwood Financial Services | History | No change | 298,890 | 12,982 | 3.71% | 3.71% | 9 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Prospera Financial Services Inc | History | Added to | 282,379 | 12,500 | 0.16% | 0.14% | 10 | +52,956 | 23.08% | Q3 2026 | Nov 04, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 274,840 | 12,134 | 3.43% | 0.19% | 11 | +259,849 | 1733.37% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 263,481 | 11,441 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 210,923 | 9,158 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 209,335 | 9,089 | 0.14% | 0.14% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 191,726 | 8,324 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 178,668 | 7,888 | 0.02% | 0.01% | 16 | +90,216 | 101.99% | Q3 2026 | Nov 02, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 175,210 | 7,609 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 154,662 | 6,828 | 0.11% | 0.08% | 18 | +40,474 | 35.45% | Q3 2026 | Oct 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 140,747 | 6,213 | 0.07% | 0.07% | 19 | -4,065 | -2.81% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 125,786 | 5,553 | 0.04% | 0.03% | 20 | +26,822 | 27.1% | Q3 2026 | Oct 08, 2026 |
| Maridea Wealth Management LLC | History | No change | 117,671 | 5,109 | 0.55% | 0.55% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 114,113 | 5,038 | 0.09% | 0.1% | 22 | -7,066 | -5.83% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 113,542 | 4,930 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 111,705 | 4,850 | 0.29% | 0.29% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 102,956 | 4,819 | 2.06% | 2.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 107,057 | 4,726 | 0.03% | 0.02% | 26 | +18,858 | 21.38% | Q3 2026 | Oct 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 107,373 | 4,662 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 105,669 | 4,588 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 101,116 | 4,464 | 3.49% | 3.26% | 29 | +8,132 | 8.75% | Q3 2026 | Oct 20, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 94,244 | 4,160 | 2.53% | 2.58% | 30 | +8,680 | 10.14% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Reduced | 81,200 | 3,584 | 0.03% | 0.04% | 31 | -981 | -1.19% | Q3 2026 | Oct 15, 2026 |
| RFG Advisory, LLC | History | Added to | 79,390 | 3,505 | 0.05% | 0.03% | 32 | +28,840 | 57.05% | Q3 2026 | Nov 03, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 79,090 | 3,491 | 1.02% | 1.19% | 33 | -11,951 | -13.13% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 74,653 | 3,241 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 74,155 | 3,219 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 72,272 | 3,138 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Reduced | 70,339 | 3,074 | 0.08% | 0.08% | 37 | -4,188 | -5.62% | Q3 2026 | Oct 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 67,987 | 3,001 | 0.16% | 0.13% | 38 | +9,804 | 16.85% | Q3 2026 | Oct 29, 2026 |
| Ignite Planners, LLC | History | Added to | 62,594 | 2,801 | 0.36% | 0.28% | 39 | +15,978 | 34.28% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 59,777 | 2,595 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 58,596 | 2,587 | 0.02% | 0.02% | 41 | -1,621 | -2.69% | Q3 2026 | Oct 26, 2026 |
| OneAscent Financial Services LLC | History | No change | 58,611 | 2,544 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 47,444 | 2,100 | 2.33% | — | 43 | +47,444 | New | Q3 2026 | Oct 27, 2026 |
| ARWA LLC | History | New | 44,055 | 2,000 | 0.74% | — | 44 | +44,055 | New | Q3 2026 | Oct 21, 2026 |
| NewEdge Wealth, LLC | History | No change | 45,513 | 1,976 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 44,363 | 1,958 | 0.01% | 0.03% | 46 | -47,060 | -51.48% | Q3 2026 | Oct 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 44,186 | 1,918 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 43,607 | 1,893 | 0.79% | 0.79% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 43,191 | 1,875 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,983 | 1,736 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 37,612 | 1,633 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 35,897 | 1,558 | 0.8% | 0.8% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,196 | 1,528 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 35,142 | 1,525 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 33,805 | 1,467 | 0.41% | 0.41% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 33,077 | 1,460 | 0.01% | 0.0% | 56 | +28,520 | 625.85% | Q3 2026 | Oct 28, 2026 |
| Wealth Watch Advisors, INC | History | No change | 33,456 | 1,452 | 0.47% | 0.47% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 30,151 | 1,309 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,469 | 1,192 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 26,805 | 1,163 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,972 | 1,146 | 0.0% | 0.0% | 61 | +946 | 3.78% | Q3 2026 | Nov 02, 2026 |
| Strategic Blueprint, LLC | History | New | 22,924 | 1,012 | 0.05% | — | 62 | +22,924 | New | Q3 2026 | Oct 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 21,736 | 943 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 21,648 | 939 | 0.31% | 0.31% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 20,606 | 909 | 0.14% | 0.13% | 65 | +540 | 2.69% | Q3 2026 | Oct 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 17,690 | 780 | 0.27% | 0.02% | 66 | +16,485 | 1368.05% | Q3 2026 | Oct 29, 2026 |
| SLT Holdings LLC | History | Added to | 17,049 | 752 | 0.44% | 0.44% | 67 | +961 | 5.97% | Q3 2026 | Oct 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,212 | 703 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 15,398 | 668 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,025 | 619 | 0.01% | 0.01% | 70 | -2,480 | -15.03% | Q3 2026 | Oct 13, 2026 |
| Mutual Advisors, LLC | History | No change | 14,278 | 619 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 13,812 | 609 | 0.11% | 0.1% | 72 | +341 | 2.53% | Q3 2026 | Oct 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,901 | 525 | 0.01% | 0.01% | 73 | -300 | -2.46% | Q3 2026 | Oct 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 11,338 | 500 | 0.02% | — | 74 | +11,338 | New | Q3 2026 | Oct 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,314 | 447 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,009 | 434 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 9,844 | 425 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,753 | 423 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | No change | 9,702 | 421 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 9,358 | 413 | 0.11% | 0.1% | 80 | +494 | 5.57% | Q3 2026 | Oct 02, 2026 |
| NOVEM GROUP | History | Added to | 9,237 | 407 | 0.04% | 0.04% | 81 | +276 | 3.08% | Q3 2026 | Oct 19, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 8,524 | 376 | 0.14% | 0.14% | 82 | +675 | 8.6% | Q3 2026 | Nov 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 8,510 | 375 | 0.09% | 0.09% | 83 | +527 | 6.6% | Q3 2026 | Oct 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 8,207 | 362 | 0.04% | 0.13% | 84 | -24,902 | -75.21% | Q3 2026 | Oct 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,908 | 349 | 0.01% | 0.01% | 85 | +94 | 1.2% | Q3 2026 | Nov 02, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,877 | 347 | 0.0% | 0.0% | 86 | +2,018 | 34.44% | Q3 2026 | Oct 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 7,881 | 342 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 7,547 | 327 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,235 | 319 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 7,179 | 316 | 0.02% | 0.01% | 90 | +1,921 | 36.53% | Q3 2026 | Oct 14, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 6,903 | 299 | 0.23% | 0.23% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 6,652 | 288 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,397 | 282 | 0.02% | 0.02% | 93 | +258 | 4.2% | Q3 2026 | Oct 08, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 6,416 | 278 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | New | 5,849 | 258 | 0.01% | — | 95 | +5,849 | New | Q3 2026 | Oct 22, 2026 |
| Western Wealth Management, LLC | History | No change | 5,458 | 236 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 5,254 | 231 | 0.04% | 0.04% | 97 | -470 | -8.21% | Q3 2026 | Oct 14, 2026 |
| IFG Advisory, LLC | History | No change | 5,081 | 220 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Purewater Capital LLC | History | No change | 4,985 | 220 | 0.17% | 0.16% | 99 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 4,788 | 211 | 0.07% | 0.08% | 100 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | New | 4,543 | 200 | 0.13% | — | 101 | +4,543 | New | Q3 2026 | Oct 27, 2026 |
| GoalVest Advisory LLC | History | Reduced | 2,680 | 118 | 0.02% | 0.02% | 102 | -222 | -7.65% | Q3 2026 | Oct 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 2,577 | 113 | 0.18% | 0.12% | 103 | -4,915 | -65.6% | Q3 2026 | Oct 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,413 | 104 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 2,290 | 99 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BFC Planning, Inc. | History | No change | 1,951 | 84 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 1,679 | 74 | 0.03% | 0.04% | 107 | -624 | -27.1% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,564 | 69 | 0.0% | 0.0% | 108 | -16 | -1.01% | Q3 2026 | Oct 30, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 34,615 | 44 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 981 | 42 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 947 | 41 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 921 | 40 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 839 | 37 | 0.0% | 0.0% | 113 | +75 | 9.82% | Q3 2026 | Oct 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 700 | 30 | 0.0% | — | 114 | +700 | New | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 650 | 28 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 539 | 23 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 468 | 20 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 457 | 19 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 439 | 19 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 428 | 18 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balentine LLC | History | Reduced | 381 | 16 | 0.0% | 0.0% | 122 | -1 | -0.26% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 373 | 16 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 314 | 13 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 281 | 12 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 257 | 11 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 250 | 10 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 210 | 9 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 213 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 146 | 6 | 0.0% | 0.0% | 130 | +70 | 92.11% | Q3 2026 | Nov 02, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 156 | 6 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 132 | 5 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 126 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 108 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | New | 62 | 3 | 0.0% | — | 135 | +62 | New | Q3 2026 | Oct 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 27 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stenger Family Office, LLC | History | Closed out | 0 | 0 | — | 2.82% | — | -408,634 | -100.0% | Q3 2026 | Oct 22, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -14,114 | -100.0% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |