FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 28 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 10,197,399 | 287,974 | 0.08% | 0.08% | 1 | +869,362 | 9.32% | Q4 2025 | Feb 11, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 3,987,615 | 112,610 | 5.42% | 5.48% | 2 | +16,380 | 0.41% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,794,106 | 78,905 | 0.02% | 0.03% | 3 | -801,083 | -22.28% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,237,057 | 63,173 | 0.09% | 0.07% | 4 | +326,302 | 17.08% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | Added to | 1,987,567 | 56,407 | 6.97% | 7.11% | 5 | +22,157 | 1.13% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 1,898,005 | 53,599 | 0.06% | 0.06% | 6 | +126,671 | 7.15% | Q4 2025 | Feb 17, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 1,856,381 | 52,424 | 13.87% | 14.17% | 7 | +14,680 | 0.8% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,227,836 | 34,674 | 0.01% | 0.01% | 8 | +280,141 | 29.56% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 858,571 | 24,246 | 0.03% | 0.04% | 9 | -212,139 | -19.81% | Q4 2025 | Feb 02, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 847,042 | 24,039 | 2.37% | 2.1% | 10 | +126,661 | 17.58% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 851,219 | 24,038 | 0.06% | 0.06% | 11 | +91,136 | 11.99% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 819,370 | 23,139 | 0.26% | 0.26% | 12 | +20,342 | 2.55% | Q4 2025 | Jan 15, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 803,990 | 22,817 | 0.92% | 0.9% | 13 | +52,199 | 6.94% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 805,431 | 22,745 | 0.03% | 0.03% | 14 | +40,362 | 5.28% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 768,934 | 21,714 | 0.38% | 0.42% | 15 | +48,943 | 6.8% | Q4 2025 | Feb 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 734,096 | 20,730 | 0.09% | 0.09% | 16 | +34,626 | 4.95% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 699,507 | 19,754 | 0.05% | 0.04% | 17 | +264,077 | 60.65% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 642,100 | 18,132 | 0.37% | 0.38% | 18 | +37,359 | 6.18% | Q4 2025 | Feb 09, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 611,448 | 17,267 | 10.06% | 10.32% | 19 | -11,108 | -1.78% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 552,791 | 15,610 | 0.19% | 0.21% | 20 | -20,518 | -3.58% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 543,461 | 15,347 | 0.0% | — | 21 | +543,461 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 541,555 | 15,294 | 0.04% | 0.05% | 22 | -113,594 | -17.34% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | New | 474,519 | 13,400 | 0.11% | — | 23 | +474,519 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 461,365 | 13,028 | 0.06% | 0.06% | 24 | +23,532 | 5.37% | Q4 2025 | Feb 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 445,880 | 12,591 | 2.38% | 2.39% | 25 | -10,643 | -2.33% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 430,882 | 12,168 | 0.01% | 0.01% | 26 | +64,490 | 17.6% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 405,328 | 11,446 | 0.13% | 0.13% | 27 | -5,212 | -1.27% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 380,143 | 10,735 | 0.04% | 0.05% | 28 | +14,216 | 3.88% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 375,346 | 10,599 | 0.0% | — | 29 | +375,346 | New | Q4 2025 | Feb 13, 2026 |
| Santori & Peters, Inc. | History | Reduced | 370,567 | 10,464 | 3.57% | 3.82% | 30 | -16,096 | -4.16% | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 322,935 | 9,119 | 0.22% | 0.21% | 31 | +15,153 | 4.92% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 299,418 | 8,455 | 0.5% | 0.46% | 32 | +12,436 | 4.33% | Q4 2025 | Jan 30, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 295,317 | 8,339 | 5.3% | 5.78% | 33 | -13,774 | -4.46% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 272,252 | 7,688 | 0.06% | — | 34 | +272,252 | New | Q4 2025 | Feb 18, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 261,112 | 7,373 | 0.7% | 0.07% | 35 | +242,159 | 1277.68% | Q4 2025 | Jan 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 240,409 | 6,789 | 3.25% | 1.4% | 36 | +128,439 | 114.71% | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 221,908 | 6,267 | 0.18% | 0.2% | 37 | +5,718 | 2.64% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 197,746 | 5,584 | 0.32% | 0.34% | 38 | -3,687 | -1.83% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 181,903 | 5,136 | 0.07% | 0.07% | 39 | +1,224 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 177,106 | 5,001 | 0.06% | 0.04% | 40 | +15,840 | 9.82% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 152,888 | 4,317 | 0.05% | 0.04% | 41 | +31,197 | 25.64% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 135,976 | 3,839 | 0.03% | 0.03% | 42 | +11,770 | 9.48% | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 129,688 | 3,662 | 1.36% | 1.27% | 43 | +18,246 | 16.37% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 128,349 | 3,624 | 0.0% | 0.0% | 44 | +2,244 | 1.78% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Added to | 123,324 | 3,482 | 0.6% | 0.61% | 45 | +4,608 | 3.88% | Q4 2025 | Feb 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 112,354 | 3,172 | 0.25% | 0.26% | 46 | -1,974 | -1.73% | Q4 2025 | Feb 17, 2026 |
| Apollon Financial, LLC | History | Reduced | 106,502 | 3,007 | 0.44% | 0.49% | 47 | -1,086 | -1.01% | Q4 2025 | Jan 22, 2026 |
| Sigma Planning Corp | History | Reduced | 114,409 | 3,006 | 0.08% | 0.09% | 48 | -2,187 | -1.88% | Q4 2025 | Jan 30, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 106,257 | 3,000 | 1.08% | 0.86% | 49 | +28,412 | 36.5% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 103,329 | 2,918 | 0.13% | 0.13% | 50 | +1,702 | 1.67% | Q4 2025 | Feb 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 97,181 | 2,744 | 0.58% | 0.57% | 51 | +3,563 | 3.81% | Q4 2025 | Jan 07, 2026 |
| Sun Financial Inc | History | New | 89,782 | 2,535 | 1.41% | — | 52 | +89,782 | New | Q4 2025 | Feb 02, 2026 |
| Family Capital Management, Inc. | History | Added to | 89,552 | 2,528 | 1.12% | 0.75% | 53 | +33,047 | 58.49% | Q4 2025 | Jan 27, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 87,651 | 2,475 | 1.25% | 1.24% | 54 | -6,364 | -6.77% | Q4 2025 | Feb 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 83,735 | 2,364 | 0.55% | 0.62% | 55 | -7,448 | -8.17% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 80,138 | 2,263 | 0.03% | 0.04% | 56 | -4,614 | -5.44% | Q4 2025 | Feb 09, 2026 |
| Maia Wealth LLC | History | Reduced | 78,356 | 2,221 | 0.38% | 0.38% | 57 | -3,310 | -4.05% | Q4 2025 | Feb 17, 2026 |
| Richard W. Paul & Associates, LLC | History | New | 75,144 | 2,122 | 0.7% | — | 58 | +75,144 | New | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 73,736 | 2,082 | 0.03% | 0.01% | 59 | +55,984 | 315.37% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 71,072 | 2,007 | 0.03% | 0.03% | 60 | +5,663 | 8.66% | Q4 2025 | Feb 12, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 66,673 | 1,882 | 0.65% | — | 61 | +66,673 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 63,162 | 1,783 | 0.01% | 0.01% | 62 | +11,379 | 21.97% | Q4 2025 | Jan 26, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 63,152 | 1,783 | 0.13% | 0.14% | 63 | -3,796 | -5.67% | Q4 2025 | Feb 11, 2026 |
| Maridea Wealth Management LLC | History | Added to | 62,731 | 1,771 | 0.27% | 0.21% | 64 | +14,422 | 29.85% | Q4 2025 | Jan 08, 2026 |
| StoneX Group Inc. | History | Added to | 62,058 | 1,752 | 0.08% | 0.07% | 65 | +7,679 | 14.12% | Q4 2025 | Feb 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 59,252 | 1,673 | 0.23% | 0.22% | 66 | +8,561 | 16.89% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 59,167 | 1,670 | 0.06% | 0.02% | 67 | +35,660 | 151.7% | Q4 2025 | Feb 17, 2026 |
| Five Pine Wealth Management | History | Added to | 55,735 | 1,573 | 1.01% | 0.77% | 68 | +14,248 | 34.34% | Q4 2025 | Jan 21, 2026 |
| Claro Advisors Inc. | History | Added to | 54,404 | 1,536 | 0.21% | 0.19% | 69 | +7,188 | 15.22% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 54,054 | 1,526 | 0.07% | 0.07% | 70 | -5,441 | -9.15% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 50,376 | 1,422 | 0.03% | 0.04% | 71 | -2,570 | -4.85% | Q4 2025 | Feb 13, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 49,532 | 1,398 | 0.82% | 0.81% | 72 | -575 | -1.15% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 49,490 | 1,397 | 0.01% | 0.01% | 73 | +12 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 44,189 | 1,254 | 0.23% | 0.22% | 74 | +2,023 | 4.8% | Q4 2025 | Feb 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 43,031 | 1,215 | 0.07% | 0.06% | 75 | +4,306 | 11.12% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | New | 42,446 | 1,198 | 0.03% | — | 76 | +42,446 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,798 | 1,152 | 0.01% | 0.01% | 77 | +265 | 0.65% | Q4 2025 | Feb 12, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 39,300 | 1,109 | 0.35% | 0.36% | 78 | -255 | -0.64% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Added to | 38,874 | 1,097 | 0.01% | 0.0% | 79 | +27,410 | 239.1% | Q4 2025 | Jan 26, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 38,757 | 1,094 | 0.02% | 0.02% | 80 | +5,339 | 15.98% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,884 | 1,041 | 0.01% | 0.0% | 81 | +18,325 | 98.74% | Q4 2025 | Jan 29, 2026 |
| Capasso Planning Partners LLC | History | Added to | 36,710 | 1,036 | 0.57% | 0.32% | 82 | +17,895 | 95.11% | Q4 2025 | Feb 17, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 35,144 | 992 | 0.46% | 0.7% | 83 | -19,303 | -35.45% | Q4 2025 | Jan 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 34,036 | 961 | 0.0% | 0.0% | 84 | -8,741 | -20.43% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 33,980 | 960 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 33,389 | 942 | 0.03% | — | 86 | +33,389 | New | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 33,165 | 936 | 0.02% | 0.02% | 87 | +3,035 | 10.07% | Q4 2025 | Feb 03, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 32,742 | 924 | 0.59% | 0.59% | 88 | +270 | 0.83% | Q4 2025 | Feb 04, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 31,305 | 884 | 0.49% | 0.54% | 89 | -3,787 | -10.79% | Q4 2025 | Jan 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 30,568 | 871 | 0.25% | 0.13% | 90 | +16,915 | 123.89% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,966 | 822 | 0.0% | 0.0% | 91 | +10,556 | 57.34% | Q4 2025 | Jan 08, 2026 |
| EdgeRock Capital LLC | History | No change | 27,524 | 777 | 0.21% | 0.21% | 92 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | No change | 27,109 | 765 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 26,293 | 742 | 0.0% | — | 94 | +26,293 | New | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 25,869 | 731 | 0.0% | 0.0% | 95 | +3,374 | 15.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 25,606 | 723 | 0.0% | 0.0% | 96 | +1,785 | 7.49% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 25,529 | 720 | 0.14% | 0.12% | 97 | +4,124 | 19.27% | Q4 2025 | Feb 17, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 25,075 | 708 | 0.36% | 0.29% | 98 | +5,350 | 27.12% | Q4 2025 | Feb 12, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 24,583 | 695 | 0.27% | 0.3% | 99 | -1,000 | -3.91% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 22,640 | 639 | 0.01% | — | 100 | +22,640 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 22,640 | 639 | 0.03% | 0.04% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisor Resource Council | History | Reduced | 22,385 | 632 | 0.22% | 0.84% | 102 | -40 | -0.18% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,019 | 621 | 0.02% | 0.01% | 103 | +7,471 | 51.35% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 21,862 | 617 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 21,797 | 615 | 0.01% | 0.01% | 105 | +298 | 1.39% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,415 | 576 | 0.0% | — | 106 | +20,415 | New | Q4 2025 | Mar 25, 2026 |
| Castleview Partners, LLC | History | Reduced | 20,393 | 575 | 0.28% | 0.33% | 107 | -1,449 | -6.63% | Q4 2025 | Jan 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,815 | 559 | 0.01% | 0.01% | 108 | +70 | 0.35% | Q4 2025 | Feb 02, 2026 |
| FSA Advisors, Inc. | History | Added to | 30,400 | 553 | 0.38% | 0.57% | 109 | +4,370 | 16.79% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 19,482 | 550 | 0.01% | — | 110 | +19,482 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,468 | 549 | 0.0% | 0.0% | 111 | +12,817 | 192.71% | Q4 2025 | Mar 16, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 19,436 | 548 | 0.15% | 0.08% | 112 | +8,490 | 77.56% | Q4 2025 | Jan 13, 2026 |
| Valmark Advisers, Inc. | History | New | 19,226 | 542 | 0.01% | — | 113 | +19,226 | New | Q4 2025 | Jan 26, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 18,720 | 528 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,675 | 527 | 0.03% | 0.03% | 115 | -7,394 | -28.36% | Q4 2025 | Jan 30, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 18,469 | 521 | 0.02% | 0.02% | 116 | -169 | -0.91% | Q4 2025 | Jan 14, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 17,601 | 497 | 0.92% | 0.73% | 117 | -14,744 | -45.58% | Q4 2025 | Jan 27, 2026 |
| Cambridge Advisors Inc. | History | No change | 17,367 | 490 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 17,313 | 488 | 0.42% | 0.2% | 119 | -50,842 | -74.6% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 17,181 | 485 | 0.04% | 0.03% | 120 | +3,549 | 26.03% | Q4 2025 | Jan 26, 2026 |
| TFB Advisors LLC | History | Reduced | 17,149 | 484 | 0.14% | 0.14% | 121 | -298 | -1.71% | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | New | 17,138 | 483 | 0.03% | — | 123 | +17,138 | New | Q4 2025 | Apr 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,112 | 483 | 0.0% | — | 122 | +17,112 | New | Q4 2025 | Feb 17, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 16,617 | 471 | 0.35% | 0.38% | 124 | -411 | -2.41% | Q4 2025 | Feb 13, 2026 |
| Tempo Wealth, LLC | History | New | 16,628 | 469 | 0.08% | — | 125 | +16,628 | New | Q4 2025 | Feb 25, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,066 | 453 | 0.02% | 0.01% | 126 | +4,147 | 34.79% | Q4 2025 | Jan 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,972 | 451 | 0.02% | 0.02% | 127 | -575 | -3.47% | Q4 2025 | Jan 21, 2026 |
| SCS Capital Management LLC | History | No change | 15,955 | 450 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cooper Financial Group | History | Reduced | 15,787 | 445 | 0.05% | 0.05% | 129 | -2,160 | -12.04% | Q4 2025 | Jan 08, 2026 |
| Chris Bulman Inc | History | Added to | 15,715 | 443 | 0.2% | 0.16% | 130 | +3,979 | 33.9% | Q4 2025 | Jan 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 15,679 | 442 | 0.29% | 0.18% | 131 | +5,735 | 57.67% | Q4 2025 | Jan 22, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 15,469 | 436 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,355 | 433 | 0.0% | — | 133 | +15,355 | New | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 15,024 | 424 | 0.29% | — | 135 | +15,024 | New | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 15,024 | 424 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Andina Capital Management, LLC | History | Reduced | 14,748 | 416 | 0.25% | 0.23% | 136 | -264 | -1.76% | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 14,538 | 410 | 0.17% | 0.17% | 137 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 14,467 | 408 | 0.03% | 0.02% | 138 | +7,065 | 95.45% | Q4 2025 | Feb 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 13,921 | 392 | 0.01% | 0.0% | 139 | +5,000 | 56.05% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | New | 13,592 | 383 | 0.03% | — | 140 | +13,592 | New | Q4 2025 | Jan 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 13,299 | 375 | 0.0% | — | 141 | +13,299 | New | Q4 2025 | Jan 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,309 | 375 | 0.04% | 0.04% | 142 | -26 | -0.19% | Q4 2025 | Feb 18, 2026 |
| Inspire Advisors, LLC | History | New | 13,191 | 372 | 0.03% | — | 143 | +13,191 | New | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | New | 12,835 | 362 | 0.4% | — | 144 | +12,835 | New | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,627 | 356 | 0.02% | 0.02% | 145 | +1,344 | 11.91% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,620 | 328 | 0.01% | — | 146 | +11,620 | New | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,337 | 320 | 0.01% | 0.0% | 147 | +8,706 | 330.9% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 11,152 | 314 | 0.0% | 0.0% | 148 | -1,890 | -14.49% | Q4 2025 | Feb 02, 2026 |
| Goldenstone Wealth Management LLC | History | New | 10,750 | 303 | 0.23% | — | 149 | +10,750 | New | Q4 2025 | Feb 06, 2026 |
| BAM Wealth Management, LLC | History | Added to | 10,727 | 302 | 0.22% | 0.21% | 150 | +721 | 7.21% | Q4 2025 | Jan 20, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 10,600 | 299 | 0.02% | 0.03% | 151 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,549 | 297 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | New | 9,333 | 263 | 0.0% | — | 153 | +9,333 | New | Q4 2025 | Feb 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,262 | 261 | 0.01% | 0.01% | 154 | +360 | 4.04% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | New | 9,150 | 258 | 0.01% | — | 155 | +9,150 | New | Q4 2025 | Feb 17, 2026 |
| MN Wealth Advisors, LLC | History | New | 9,121 | 257 | 0.13% | — | 156 | +9,121 | New | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | No change | 8,986 | 253 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Encompass More Asset Management | History | Reduced | 8,957 | 252 | 0.05% | 0.05% | 158 | -100 | -1.1% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 8,915 | 251 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 8,795 | 248 | 0.01% | — | 160 | +8,795 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 8,673 | 244 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Schulz Wealth, LTD. | History | No change | 8,628 | 243 | 0.16% | 0.16% | 162 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,376 | 236 | 0.0% | 0.0% | 163 | +180 | 2.2% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 8,313 | 234 | 0.01% | 0.01% | 164 | -285 | -3.31% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,243 | 232 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Darden Wealth Group Inc | History | Added to | 8,202 | 231 | 0.11% | 0.11% | 166 | +500 | 6.49% | Q4 2025 | Feb 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 8,146 | 230 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 8,105 | 228 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | New | 7,451 | 210 | 0.02% | — | 169 | +7,451 | New | Q4 2025 | Jan 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,457 | 210 | 0.01% | 0.01% | 170 | -418 | -5.31% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | New | 7,351 | 207 | 0.01% | — | 171 | +7,351 | New | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,248 | 204 | 0.0% | 0.0% | 172 | -3,770 | -34.22% | Q4 2025 | Feb 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 7,143 | 201 | 0.02% | — | 173 | +7,143 | New | Q4 2025 | Jan 23, 2026 |
| Compass Financial Services Inc | History | No change | 5,500 | 155 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,234 | 147 | 0.0% | 0.0% | 175 | -17 | -0.32% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,640 | 131 | 0.01% | 0.01% | 176 | +2,535 | 120.43% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | No change | 4,146 | 117 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | No change | 3,360 | 94 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,467 | 69 | 0.0% | — | 179 | +2,467 | New | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,320 | 65 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,646 | 46 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 1,522 | 42 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | New | 1,285 | 36 | 0.0% | — | 183 | +1,285 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,250 | 35 | 0.0% | — | 184 | +1,250 | New | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 1,220 | 34 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,095 | 30 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 754 | 21 | 0.0% | — | 187 | +754 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 705 | 19 | 0.0% | 0.0% | 188 | -39,295 | -98.24% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 585 | 16 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Nova Wealth Management, Inc. | History | No change | 469 | 13 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HOEY INVESTMENTS, INC | History | New | 416 | 11 | 0.0% | — | 191 | +416 | New | Q4 2025 | Jan 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 358 | 10 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 235 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 150 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -18,666 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtus Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -15,193 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,856 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -14,499 | -100.0% | Q3 2025 | Oct 29, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,562 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,470 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -798 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |