FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFD
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 | 11,280,816 | 335,265 | 0.08% | 0.08% | 1 | +512,318 | 4.76% | Q2 2026 | Aug 07, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 4,032,792 | 119,854 | 5.33% | 5.29% | 2 | +19,736 | 0.49% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,033,853 | 90,166 | 0.02% | 0.02% | 3 | -10,268 | -0.34% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,308,698 | 68,613 | 0.08% | 0.09% | 4 | +4,332 | 0.19% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,303,098 | 68,448 | 0.06% | 0.06% | 5 | +177,408 | 8.35% | Q2 2026 | Aug 12, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 1,796,034 | 53,378 | 11.52% | 12.38% | 6 | -29,708 | -1.63% | Q2 2026 | Jul 13, 2026 |
| Legacy Financial Group LLC | History | Reduced | 1,739,605 | 51,701 | 5.82% | 7.07% | 7 | -267,898 | -13.34% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,389,492 | 41,295 | 0.01% | 0.01% | 8 | +28,399 | 2.09% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,253,318 | 37,248 | 0.36% | 0.36% | 9 | +155,431 | 14.16% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,213,346 | 36,060 | 0.01% | 0.0% | 10 | +361,492 | 42.44% | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,010,755 | 30,039 | 1.09% | 1.0% | 11 | +108,794 | 12.06% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 931,763 | 27,691 | 0.44% | — | 12 | +931,763 | New | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 911,428 | 27,087 | 0.36% | 0.37% | 13 | +53,741 | 6.27% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 886,574 | 26,348 | 0.26% | 0.24% | 14 | +121,860 | 15.94% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 877,996 | 26,094 | 0.08% | 0.09% | 15 | +11,415 | 1.32% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 852,662 | 25,341 | 0.03% | 0.03% | 16 | -4,024 | -0.47% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 801,494 | 23,820 | 0.05% | 0.05% | 17 | +106,883 | 15.39% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 764,521 | 22,721 | 0.03% | 0.03% | 18 | +31,387 | 4.28% | Q2 2026 | Jul 29, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 708,015 | 21,042 | 10.04% | 11.76% | 19 | -11,720 | -1.63% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 736,966 | 20,635 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 574,494 | 17,073 | 0.27% | 0.13% | 21 | +312,199 | 119.03% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 552,359 | 16,416 | 0.0% | 0.0% | 22 | -38,202 | -6.47% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 499,610 | 14,848 | 0.09% | 0.1% | 23 | +1,375 | 0.28% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 412,978 | 12,273 | 0.04% | 0.04% | 24 | +18,797 | 4.77% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 403,291 | 11,985 | 0.12% | 0.13% | 25 | -5,649 | -1.38% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 402,580 | 11,964 | 0.13% | 0.14% | 26 | -6,250 | -1.53% | Q2 2026 | Jul 28, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 395,577 | 11,756 | 1.85% | 2.28% | 27 | -46,910 | -10.6% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 380,738 | 11,315 | 0.07% | 0.05% | 28 | +151,295 | 65.94% | Q2 2026 | Sep 08, 2026 |
| Santori & Peters, Inc. | History | Reduced | 367,507 | 10,922 | 3.08% | 3.21% | 29 | -947 | -0.26% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 337,936 | 10,043 | 0.22% | 0.2% | 30 | +34,588 | 11.4% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 319,453 | 9,494 | 0.32% | 0.51% | 31 | +37 | 0.01% | Q2 2026 | Aug 06, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 311,544 | 9,259 | 5.16% | 5.41% | 32 | +8,418 | 2.78% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 304,936 | 9,062 | 0.01% | 0.01% | 33 | -117,161 | -27.76% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 299,887 | 8,912 | 0.04% | 0.02% | 34 | +118,735 | 65.54% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 289,001 | 8,589 | 0.06% | 0.06% | 35 | +11,905 | 4.3% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 260,471 | 7,741 | 3.19% | 3.54% | 36 | +5,887 | 2.31% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 255,285 | 7,587 | 0.37% | 0.36% | 37 | +28,113 | 12.38% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 222,051 | 6,599 | 0.17% | 0.19% | 38 | -12,991 | -5.53% | Q2 2026 | Jul 28, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 198,909 | 5,911 | 0.98% | 0.75% | 39 | +65,176 | 48.74% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 197,488 | 5,869 | 0.07% | 0.07% | 40 | +10,949 | 5.87% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 177,200 | 5,266 | 0.01% | 0.01% | 41 | -140,288 | -44.19% | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | History | Added to | 172,520 | 5,127 | 0.03% | 0.03% | 42 | +25,112 | 17.04% | Q2 2026 | Aug 17, 2026 |
| Sigma Planning Corp | History | Added to | 159,261 | 4,733 | 0.12% | 0.12% | 43 | +1,377 | 0.87% | Q2 2026 | Aug 07, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Reduced | 156,152 | 4,640 | 1.44% | 1.55% | 44 | -3,564 | -2.23% | Q2 2026 | Sep 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 149,280 | 4,436 | 0.06% | 0.05% | 45 | +38,340 | 34.56% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | Reduced | 146,790 | 4,362 | 0.04% | 0.05% | 46 | -444 | -0.3% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 144,705 | 4,300 | 0.15% | 0.19% | 47 | -15,174 | -9.49% | Q2 2026 | Aug 05, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 136,837 | 4,066 | 1.83% | 0.39% | 48 | +110,007 | 410.01% | Q2 2026 | Jul 22, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 136,740 | 4,063 | 1.32% | 1.51% | 49 | +8,295 | 6.46% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 123,372 | 3,666 | 0.0% | 0.0% | 50 | -2,346 | -1.87% | Q2 2026 | Aug 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 112,730 | 3,350 | 1.01% | 1.11% | 51 | -1,266 | -1.11% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 110,056 | 3,290 | 0.01% | 0.0% | 52 | +75,182 | 215.58% | Q2 2026 | Jul 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 101,898 | 3,028 | 0.36% | 0.41% | 53 | -4,604 | -4.32% | Q2 2026 | Jul 22, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 98,547 | 2,928 | 0.19% | 0.25% | 54 | -11,982 | -10.84% | Q2 2026 | Aug 14, 2026 |
| Sun Financial Inc | History | Added to | 95,987 | 2,903 | 1.37% | 1.39% | 55 | +2,241 | 2.39% | Q2 2026 | Aug 11, 2026 |
| Compass Financial Services Inc | History | Added to | 96,376 | 2,864 | 1.07% | 1.01% | 56 | +12,667 | 15.13% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 92,320 | 2,743 | 0.09% | 0.1% | 57 | -563 | -0.61% | Q2 2026 | Jul 27, 2026 |
| Maridea Wealth Management LLC | History | Added to | 91,344 | 2,714 | 0.29% | 0.31% | 58 | +16,142 | 21.46% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 91,238 | 2,711 | 0.05% | 0.02% | 59 | +48,679 | 114.38% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 84,171 | 2,501 | 0.03% | 0.03% | 60 | +1,211 | 1.46% | Q2 2026 | Aug 18, 2026 |
| Benson Wealth Management INC | History | Added to | 82,790 | 2,460 | 2.48% | 0.67% | 61 | +65,334 | 374.28% | Q2 2026 | Aug 10, 2026 |
| Five Pine Wealth Management | History | Added to | 81,452 | 2,420 | 1.37% | 1.07% | 62 | +20,102 | 32.77% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 80,248 | 2,412 | 0.14% | 0.36% | 63 | -82,884 | -50.81% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 80,437 | 2,391 | 0.09% | 0.12% | 64 | -11,892 | -12.88% | Q2 2026 | Aug 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 78,640 | 2,337 | 0.08% | 0.06% | 65 | +18,071 | 29.84% | Q2 2026 | Aug 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 76,899 | 2,285 | 0.7% | 0.72% | 66 | +758 | 1.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 76,241 | 2,265 | 0.03% | 0.03% | 67 | +1,562 | 2.09% | Q2 2026 | Aug 04, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 75,059 | 2,230 | 1.07% | 1.18% | 68 | -9,526 | -11.26% | Q2 2026 | Jul 31, 2026 |
| Maia Wealth LLC | History | Reduced | 74,729 | 2,220 | 0.33% | 0.37% | 69 | -2,627 | -3.4% | Q2 2026 | Jul 28, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 73,967 | 2,198 | 0.7% | 0.6% | 70 | -58,479 | -44.15% | Q2 2026 | Jul 27, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 70,452 | 2,093 | 0.46% | 0.5% | 71 | -5,885 | -7.71% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 69,025 | 2,051 | 0.01% | 0.01% | 72 | -1,873 | -2.64% | Q2 2026 | Aug 03, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 68,671 | 2,040 | 0.57% | 0.59% | 73 | +1,423 | 2.12% | Q2 2026 | Jul 27, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 67,290 | 1,999 | 0.12% | 0.13% | 74 | -459 | -0.68% | Q2 2026 | Aug 11, 2026 |
| Family Capital Management, Inc. | History | Reduced | 64,936 | 1,929 | 0.75% | 1.18% | 75 | -30,073 | -31.65% | Q2 2026 | Jul 31, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 56,744 | 1,686 | 0.08% | 0.08% | 76 | +9,081 | 19.05% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 55,936 | 1,662 | 0.03% | 0.03% | 77 | -1,385 | -2.42% | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | Reduced | 54,271 | 1,612 | 0.17% | 0.19% | 78 | -2,577 | -4.53% | Q2 2026 | Jul 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 53,596 | 1,592 | 0.08% | 0.02% | 79 | +40,834 | 319.97% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 51,876 | 1,541 | 0.01% | 0.01% | 80 | +6,075 | 13.26% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 50,765 | 1,508 | 0.17% | 0.2% | 81 | -4,737 | -8.53% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 50,663 | 1,505 | 0.02% | 0.01% | 82 | +29,573 | 140.22% | Q2 2026 | Aug 14, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 49,347 | 1,474 | 0.23% | 0.23% | 83 | +1,863 | 3.92% | Q2 2026 | Aug 10, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 47,643 | 1,415 | 0.72% | 0.77% | 84 | -17 | -0.04% | Q2 2026 | Jul 24, 2026 |
| VIMA LLC | History | New | 43,032 | 1,278 | 1.25% | — | 85 | +43,032 | New | Q2 2026 | Jul 24, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 42,353 | 1,258 | 0.69% | 0.27% | 86 | +28,439 | 204.39% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 42,280 | 1,256 | 0.01% | 0.01% | 87 | +1,615 | 3.97% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 42,140 | 1,252 | 0.0% | 0.0% | 88 | +13,591 | 47.61% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | New | 42,031 | 1,249 | 0.04% | — | 89 | +42,031 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Reduced | 39,736 | 1,180 | 0.01% | 0.03% | 90 | -253 | -0.63% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 39,413 | 1,168 | 0.0% | 0.0% | 91 | +37,896 | 2498.09% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 39,190 | 1,164 | 0.02% | 0.02% | 92 | +24,603 | 168.66% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 39,006 | 1,159 | 0.08% | 0.06% | 93 | +11,311 | 40.84% | Q2 2026 | Aug 13, 2026 |
| Capasso Planning Partners LLC | History | No change | 36,710 | 1,091 | 0.54% | 0.55% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 36,502 | 1,084 | 0.29% | 0.32% | 95 | -2,090 | -5.42% | Q2 2026 | Jul 16, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 35,893 | 1,066 | 0.24% | 0.24% | 96 | +2,446 | 7.31% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 33,709 | 1,001 | 0.03% | 0.03% | 97 | +1,313 | 4.05% | Q2 2026 | Jul 31, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 33,047 | 982 | 0.03% | 0.03% | 98 | -198 | -0.6% | Q2 2026 | Aug 07, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 32,884 | 977 | 0.42% | — | 99 | +32,884 | New | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 31,957 | 950 | 0.02% | 0.02% | 100 | -2,023 | -5.95% | Q2 2026 | Aug 05, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 31,159 | 926 | 0.54% | 0.59% | 101 | -1,350 | -4.15% | Q2 2026 | Jul 21, 2026 |
| BIP Wealth, LLC | History | New | 31,084 | 923 | 0.03% | — | 102 | +31,084 | New | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 30,805 | 915 | 0.0% | 0.0% | 103 | -333 | -1.07% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 30,359 | 902 | 0.01% | 0.02% | 104 | -340 | -1.11% | Q2 2026 | Jul 31, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 30,072 | 893 | 0.01% | 0.01% | 105 | -5,416 | -15.26% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,498 | 876 | 0.0% | 0.0% | 106 | +5,049 | 20.65% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 29,143 | 866 | 0.01% | 0.01% | 107 | +7,190 | 32.75% | Q2 2026 | Aug 06, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 29,171 | 866 | 0.34% | 0.42% | 108 | -4,814 | -14.17% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,699 | 852 | 0.01% | 0.01% | 109 | +952 | 3.43% | Q2 2026 | Jul 27, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 28,591 | 849 | 0.44% | 0.47% | 110 | -1,056 | -3.56% | Q2 2026 | Jul 16, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 27,839 | 827 | 0.19% | 0.22% | 111 | -1,359 | -4.65% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 27,820 | 826 | 0.01% | 0.01% | 112 | -3,786 | -11.98% | Q2 2026 | Jul 20, 2026 |
| EdgeRock Capital LLC | History | No change | 27,524 | 818 | 0.19% | 0.21% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 27,147 | 806 | 0.08% | 0.06% | 114 | +5,285 | 24.17% | Q2 2026 | Jul 21, 2026 |
| Blueprint Investment Partners LLC | History | New | 26,863 | 798 | 0.07% | — | 115 | +26,863 | New | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | New | 26,863 | 798 | 0.09% | — | 116 | +26,863 | New | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 25,529 | 758 | 0.12% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 25,475 | 757 | 0.0% | 0.0% | 118 | +1,637 | 6.87% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 25,328 | 752 | 0.01% | — | 119 | +25,328 | New | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 24,537 | 729 | 0.0% | — | 120 | +24,537 | New | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | Reduced | 24,022 | 713 | 0.33% | 0.45% | 121 | -307 | -1.26% | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 23,365 | 694 | 0.01% | 0.01% | 122 | +3,407 | 17.07% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 23,140 | 687 | 0.01% | 0.01% | 123 | +500 | 2.21% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 23,140 | 687 | 0.01% | 0.01% | 124 | +500 | 2.21% | Q2 2026 | Aug 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 21,774 | 647 | 0.36% | 0.39% | 125 | +588 | 2.78% | Q2 2026 | Jul 23, 2026 |
| Castleview Partners, LLC | History | Added to | 21,541 | 640 | 0.28% | 0.31% | 126 | +4 | 0.02% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 20,710 | 615 | 0.05% | 0.05% | 127 | -690 | -3.22% | Q2 2026 | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 19,681 | 584 | 0.03% | 0.03% | 128 | +5,378 | 37.6% | Q2 2026 | Aug 04, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 19,370 | 575 | 0.17% | 0.2% | 129 | -1,000 | -4.91% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 19,156 | 569 | 0.17% | 0.13% | 130 | -342 | -1.75% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 18,853 | 560 | 0.03% | 0.02% | 131 | +7,200 | 61.79% | Q2 2026 | Jul 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 18,720 | 556 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | No change | 18,645 | 554 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 18,616 | 553 | 0.2% | 0.16% | 134 | +4,078 | 28.05% | Q2 2026 | Jul 07, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 18,379 | 546 | 0.03% | 0.03% | 135 | +3,625 | 24.57% | Q2 2026 | Aug 11, 2026 |
| Soltis Investment Advisors LLC | History | No change | 17,138 | 509 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 16,959 | 504 | 0.0% | — | 137 | +16,959 | New | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 16,542 | 491 | 0.01% | 0.01% | 138 | +3,200 | 23.98% | Q2 2026 | Aug 14, 2026 |
| Macro Advisors, Inc. | History | Reduced | 15,975 | 474 | 0.15% | 0.19% | 139 | -71 | -0.44% | Q2 2026 | Aug 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 15,594 | 463 | 0.17% | — | 140 | +15,594 | New | Q2 2026 | Jul 08, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 15,469 | 459 | 0.15% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 15,189 | 451 | 0.09% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chris Bulman Inc | History | No change | 14,985 | 445 | 0.16% | 0.18% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AlphaStar Capital Management, LLC | History | New | 14,892 | 442 | 0.03% | — | 144 | +14,892 | New | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 14,583 | 433 | 0.01% | 0.01% | 145 | -38 | -0.26% | Q2 2026 | Aug 10, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | New | 14,309 | 425 | 0.3% | — | 146 | +14,309 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,209 | 422 | 0.0% | — | 147 | +14,209 | New | Q2 2026 | Sep 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 14,058 | 417 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 13,920 | 413 | 0.0% | — | 149 | +13,920 | New | Q2 2026 | Aug 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 13,748 | 408 | 0.08% | 0.13% | 150 | -3,600 | -20.75% | Q2 2026 | Jul 09, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 13,703 | 407 | 0.28% | 0.29% | 151 | -41 | -0.3% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,566 | 403 | 0.01% | 0.01% | 152 | -9,461 | -41.09% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 13,331 | 396 | 0.24% | 0.26% | 153 | -1,693 | -11.27% | Q2 2026 | Jul 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,305 | 395 | 0.04% | 0.04% | 154 | -2 | -0.02% | Q2 2026 | Jul 23, 2026 |
| SCS Capital Management LLC | History | No change | 13,261 | 394 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,230 | 393 | 0.01% | 0.01% | 156 | +3,860 | 41.2% | Q2 2026 | Jul 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,915 | 383 | 0.01% | 0.02% | 157 | +145 | 1.14% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 12,632 | 375 | 0.06% | 0.09% | 158 | -4,285 | -25.33% | Q2 2026 | Jul 16, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,336 | 366 | 0.01% | 0.01% | 159 | -1,089 | -8.11% | Q2 2026 | Jul 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,960 | 355 | 0.02% | 0.02% | 160 | +1,360 | 12.83% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 11,413 | 339 | 0.01% | 0.01% | 161 | +1,680 | 17.26% | Q2 2026 | Jul 22, 2026 |
| PKS Advisory Services, LLC | History | New | 11,016 | 327 | 0.05% | — | 162 | +11,016 | New | Q2 2026 | Aug 04, 2026 |
| Tempo Wealth, LLC | History | No change | 10,963 | 325 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 10,750 | 319 | 0.21% | 0.22% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAM Wealth Management, LLC | History | Added to | 10,650 | 316 | 0.2% | 0.22% | 165 | +192 | 1.84% | Q2 2026 | Jul 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,549 | 313 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | New | 9,874 | 293 | 0.06% | — | 167 | +9,874 | New | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,731 | 289 | 0.01% | 0.01% | 168 | +641 | 7.05% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,225 | 274 | 0.01% | 0.01% | 169 | +75 | 0.82% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,191 | 273 | 0.0% | 0.0% | 170 | -1,003 | -9.84% | Q2 2026 | Jul 24, 2026 |
| Virtue Capital Management, LLC | History | New | 9,050 | 268 | 0.04% | — | 171 | +9,050 | New | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 8,986 | 267 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 8,915 | 264 | 0.02% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Encompass More Asset Management | History | Added to | 8,780 | 260 | 0.04% | 0.04% | 174 | +10 | 0.11% | Q2 2026 | Jul 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 8,442 | 250 | 0.01% | 0.01% | 175 | -200 | -2.31% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,332 | 247 | 0.0% | 0.0% | 176 | -44 | -0.53% | Q2 2026 | Jul 20, 2026 |
| Advisors Capital Management, LLC | History | New | 8,214 | 244 | 0.0% | — | 178 | +8,214 | New | Q2 2026 | Aug 11, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,243 | 244 | 0.03% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Darden Wealth Group Inc | History | Added to | 8,203 | 243 | 0.1% | 0.12% | 179 | +1 | 0.01% | Q2 2026 | Aug 06, 2026 |
| MN Wealth Advisors, LLC | History | New | 8,126 | 241 | 0.1% | — | 180 | +8,126 | New | Q2 2026 | Jul 23, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 8,034 | 238 | 0.0% | 0.01% | 181 | -4,456 | -35.68% | Q2 2026 | Jul 28, 2026 |
| Financial Designs Corp | History | New | 7,680 | 228 | 0.12% | — | 183 | +7,680 | New | Q2 2026 | Jul 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 7,677 | 228 | 0.01% | 0.02% | 182 | -506 | -6.18% | Q2 2026 | Aug 12, 2026 |
| Advisor Resource Council | History | New | 7,665 | 227 | 0.06% | — | 184 | +7,665 | New | Q2 2026 | Jul 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,539 | 224 | 0.01% | 0.01% | 185 | -601 | -7.38% | Q2 2026 | Aug 11, 2026 |
| Core Wealth Partners LLC | History | New | 7,438 | 221 | 0.09% | — | 186 | +7,438 | New | Q2 2026 | Jul 17, 2026 |
| Vise Technologies, Inc. | History | New | 7,236 | 215 | 0.0% | — | 187 | +7,236 | New | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | New | 7,078 | 210 | 0.01% | — | 188 | +7,078 | New | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,838 | 173 | 0.0% | 0.0% | 189 | +463 | 8.61% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 5,408 | 160 | 0.02% | — | 190 | +5,408 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,246 | 155 | 0.01% | — | 191 | +5,246 | New | Q2 2026 | Jul 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,692 | 109 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Reduced | 3,667 | 108 | 0.0% | 0.0% | 193 | -413 | -10.12% | Q2 2026 | Jul 30, 2026 |
| Front Row Advisors LLC | History | New | 3,481 | 105 | 0.03% | — | 194 | +3,481 | New | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | New | 3,125 | 92 | 0.01% | — | 195 | +3,125 | New | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,513 | 74 | 0.0% | 0.0% | 196 | -2,187 | -46.53% | Q2 2026 | Jul 29, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 2,235 | 66 | 0.0% | 0.01% | 197 | -300 | -11.83% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,235 | 66 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,750 | 52 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,435 | 42 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 1,287 | 38 | 0.0% | — | 201 | +1,287 | New | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,045 | 31 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 980 | 29 | 0.0% | 0.0% | 203 | -240 | -19.67% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Reduced | 885 | 26 | 0.0% | 0.01% | 204 | -958 | -51.98% | Q2 2026 | Aug 04, 2026 |
| Coppell Advisory Solutions LLC | History | New | 586,835 | 22 | 0.0% | — | 205 | +586,835 | New | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | New | 470 | 13 | 0.01% | — | 207 | +470 | New | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 469 | 13 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 358 | 10 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 350 | 10 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | New | 296 | 8 | 0.0% | — | 211 | +296 | New | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Added to | 273 | 8 | 0.0% | 0.0% | 210 | +43 | 18.7% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 240 | 7 | 0.0% | 0.01% | 212 | -303 | -55.8% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 150 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 88 | 2 | 0.0% | 0.0% | 214 | -1,383 | -94.02% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 88 | 2 | 0.0% | — | 215 | +88 | New | Q2 2026 | Jul 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -541,972 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.08% | — | -265,923 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,185 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -48,503 | -100.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,376 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -9,863 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -7,180 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,522 | -100.0% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -585 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q2 2026 | Jul 22, 2026 |