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 | 10,768,498 | 301,517 | 0.08% | 0.08% | 1 | +571,099 | 5.6% | Q1 2026 | May 06, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 4,013,056 | 112,365 | 5.29% | 5.42% | 2 | +25,441 | 0.64% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,044,121 | 85,235 | 0.02% | 0.02% | 3 | +250,015 | 8.95% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,304,366 | 64,522 | 0.09% | 0.09% | 4 | +67,309 | 3.01% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,125,690 | 59,519 | 0.06% | 0.06% | 5 | +227,685 | 12.0% | Q1 2026 | May 13, 2026 |
| Legacy Financial Group LLC | History | Added to | 2,007,503 | 56,210 | 7.07% | 6.97% | 6 | +19,936 | 1.0% | Q1 2026 | May 04, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 1,825,742 | 51,120 | 12.38% | 13.87% | 7 | -30,639 | -1.65% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,361,093 | 38,110 | 0.01% | 0.01% | 8 | +133,257 | 10.85% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,097,887 | 30,740 | 0.36% | 0.0% | 9 | +1,084,588 | 8155.41% | Q1 2026 | May 08, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 901,961 | 26,165 | 1.0% | 0.92% | 10 | +97,971 | 12.19% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 866,581 | 24,264 | 0.09% | 0.09% | 11 | +132,485 | 18.05% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 857,687 | 24,015 | 0.37% | 0.37% | 12 | +215,587 | 33.58% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 856,686 | 23,987 | 0.03% | 0.03% | 13 | -1,885 | -0.22% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 851,854 | 23,851 | 0.0% | 0.0% | 14 | +476,508 | 126.95% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 764,714 | 21,411 | 0.24% | 0.26% | 15 | -54,656 | -6.67% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 736,966 | 20,635 | 0.05% | 0.05% | 16 | +37,459 | 5.36% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 733,134 | 20,527 | 0.03% | 0.03% | 17 | -72,297 | -8.98% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 694,611 | 19,449 | 0.05% | 0.06% | 18 | -156,608 | -18.4% | Q1 2026 | May 04, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 611,448 | 17,267 | 10.06% | 10.06% | 19 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 590,561 | 16,536 | 0.0% | 0.0% | 20 | +47,100 | 8.67% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 541,972 | 15,175 | 0.04% | 0.04% | 21 | +417 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 498,235 | 13,950 | 0.1% | 0.11% | 22 | +23,716 | 5.0% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 442,487 | 12,389 | 2.28% | 2.38% | 23 | -3,393 | -0.76% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Reduced | 422,097 | 11,818 | 0.01% | 0.01% | 24 | -8,785 | -2.04% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 408,940 | 11,450 | 0.13% | 0.13% | 25 | +3,612 | 0.89% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 408,830 | 11,447 | 0.14% | 0.19% | 26 | -143,961 | -26.04% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 394,181 | 11,037 | 0.04% | 0.04% | 27 | +14,038 | 3.69% | Q1 2026 | Jun 02, 2026 |
| Santori & Peters, Inc. | History | Reduced | 368,454 | 10,316 | 3.21% | 3.57% | 28 | -2,113 | -0.57% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 319,416 | 8,943 | 0.51% | 0.5% | 29 | +19,998 | 6.68% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 317,488 | 8,889 | 0.01% | — | 30 | +317,488 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 303,348 | 8,493 | 0.2% | 0.22% | 31 | -19,587 | -6.07% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 303,126 | 8,487 | 5.41% | 5.3% | 32 | +7,809 | 2.64% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 277,096 | 7,758 | 0.06% | 0.06% | 33 | +4,844 | 1.78% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 265,923 | 7,445 | 0.08% | — | 34 | +265,923 | New | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 262,295 | 7,344 | 0.13% | 0.02% | 35 | +229,130 | 690.88% | Q1 2026 | Apr 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 254,584 | 7,128 | 3.54% | 3.25% | 36 | +14,175 | 5.9% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 235,042 | 6,581 | 0.19% | 0.18% | 37 | +13,134 | 5.92% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 229,443 | 6,424 | 0.05% | 0.06% | 38 | +52,337 | 29.55% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 227,172 | 6,360 | 0.36% | 0.32% | 39 | +29,426 | 14.88% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 186,539 | 5,223 | 0.07% | 0.07% | 40 | +4,636 | 2.55% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 181,152 | 5,072 | 0.02% | 0.06% | 41 | -280,213 | -60.74% | Q1 2026 | Apr 24, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 163,132 | 4,567 | 0.36% | 0.7% | 42 | -97,980 | -37.52% | Q1 2026 | Apr 16, 2026 |
| HighPoint Advisor Group LLC | History | New | 159,879 | 4,476 | 0.19% | — | 43 | +159,879 | New | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 157,884 | 4,420 | 0.12% | 0.08% | 44 | +43,475 | 38.0% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 147,408 | 4,162 | 0.03% | 0.03% | 45 | +11,432 | 8.41% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 147,234 | 4,122 | 0.05% | 0.05% | 46 | -5,654 | -3.7% | Q1 2026 | May 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 133,733 | 3,744 | 0.75% | 0.58% | 47 | +36,552 | 37.61% | Q1 2026 | Apr 14, 2026 |
| Richmond Investment Services, LLC | History | Added to | 132,446 | 3,708 | 0.6% | 0.6% | 48 | +9,122 | 7.4% | Q1 2026 | Apr 29, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 128,445 | 3,596 | 1.51% | 1.36% | 49 | -1,243 | -0.96% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 125,718 | 3,520 | 0.0% | 0.0% | 50 | -2,631 | -2.05% | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 113,996 | 3,191 | 1.11% | 1.08% | 51 | +7,739 | 7.28% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 110,940 | 3,106 | 0.05% | 0.03% | 52 | +37,204 | 50.46% | Q1 2026 | Apr 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 110,529 | 3,094 | 0.25% | 0.25% | 53 | -1,825 | -1.62% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | No change | 106,502 | 2,982 | 0.41% | 0.44% | 54 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sun Financial Inc | History | Added to | 93,746 | 2,766 | 1.39% | 1.41% | 55 | +3,964 | 4.42% | Q1 2026 | May 15, 2026 |
| Family Capital Management, Inc. | History | Added to | 95,009 | 2,660 | 1.18% | 1.12% | 56 | +5,457 | 6.09% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 92,883 | 2,600 | 0.1% | 0.06% | 57 | +33,716 | 56.98% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 92,329 | 2,585 | 0.12% | 0.13% | 58 | -11,000 | -10.65% | Q1 2026 | May 18, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 84,585 | 2,368 | 1.18% | 1.25% | 59 | -3,066 | -3.5% | Q1 2026 | May 14, 2026 |
| Compass Financial Services Inc | History | Added to | 83,709 | 2,343 | 1.01% | 0.07% | 60 | +78,209 | 1421.98% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 82,960 | 2,322 | 0.03% | 0.03% | 61 | +2,822 | 3.52% | Q1 2026 | May 12, 2026 |
| Maia Wealth LLC | History | Reduced | 77,356 | 2,165 | 0.37% | 0.38% | 62 | -1,000 | -1.28% | Q1 2026 | May 08, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 76,337 | 2,137 | 0.5% | 0.55% | 63 | -7,398 | -8.84% | Q1 2026 | Apr 23, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 76,141 | 2,131 | 0.72% | 0.7% | 64 | +997 | 1.33% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 75,202 | 2,105 | 0.31% | 0.27% | 65 | +12,471 | 19.88% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 74,679 | 2,091 | 0.03% | 0.03% | 66 | +3,607 | 5.08% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 70,898 | 1,985 | 0.01% | 0.01% | 67 | +7,736 | 12.25% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 67,749 | 1,896 | 0.13% | 0.13% | 68 | +4,597 | 7.28% | Q1 2026 | May 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 67,248 | 1,882 | 0.59% | 0.65% | 69 | +575 | 0.86% | Q1 2026 | May 13, 2026 |
| Five Pine Wealth Management | History | Added to | 61,350 | 1,717 | 1.07% | 1.01% | 70 | +5,615 | 10.07% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 60,569 | 1,695 | 0.06% | 0.01% | 71 | +52,256 | 628.61% | Q1 2026 | May 19, 2026 |
| Arkadios Wealth Advisors | History | Added to | 57,321 | 1,604 | 0.03% | 0.03% | 72 | +6,945 | 13.79% | Q1 2026 | May 18, 2026 |
| Claro Advisors Inc. | History | Added to | 56,848 | 1,591 | 0.19% | 0.21% | 73 | +2,444 | 4.49% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 55,502 | 1,554 | 0.2% | 0.23% | 74 | -3,750 | -6.33% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 54,185 | 1,517 | 0.01% | 0.01% | 75 | +4,695 | 9.49% | Q1 2026 | May 13, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 47,484 | 1,382 | 0.23% | 0.23% | 76 | +3,295 | 7.46% | Q1 2026 | May 08, 2026 |
| Keystone Wealth Services, LLC | History | New | 48,503 | 1,358 | 0.29% | — | 77 | +48,503 | New | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 47,663 | 1,334 | 0.08% | 0.07% | 79 | +4,632 | 10.76% | Q1 2026 | Apr 09, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 47,660 | 1,334 | 0.77% | 0.82% | 78 | -1,872 | -3.78% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 45,801 | 1,282 | 0.01% | 0.01% | 80 | +8,917 | 24.18% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 42,559 | 1,191 | 0.02% | 0.02% | 81 | +15,450 | 56.99% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 40,665 | 1,138 | 0.01% | 0.01% | 82 | -133 | -0.33% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 39,989 | 1,119 | 0.03% | 0.03% | 83 | -2,457 | -5.79% | Q1 2026 | May 13, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 38,592 | 1,080 | 0.32% | 0.35% | 84 | -708 | -1.8% | Q1 2026 | Apr 20, 2026 |
| Capasso Planning Partners LLC | History | No change | 36,710 | 1,027 | 0.55% | 0.57% | 85 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 35,488 | 993 | 0.01% | 0.01% | 86 | +16,262 | 84.58% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,874 | 978 | 0.0% | 0.0% | 87 | +5,908 | 20.4% | Q1 2026 | Apr 08, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 33,985 | 951 | 0.42% | 0.46% | 89 | -1,159 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | No change | 33,980 | 951 | 0.02% | 0.03% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 33,447 | 936 | 0.24% | 0.25% | 90 | +2,879 | 9.42% | Q1 2026 | May 08, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 33,245 | 930 | 0.03% | 0.02% | 91 | +14,776 | 80.0% | Q1 2026 | Apr 21, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 32,509 | 910 | 0.59% | 0.59% | 92 | -233 | -0.71% | Q1 2026 | Apr 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 32,396 | 907 | 0.03% | 0.03% | 93 | -993 | -2.97% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 31,606 | 884 | 0.01% | 0.01% | 94 | -7,268 | -18.7% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 31,138 | 871 | 0.0% | 0.0% | 95 | +21,805 | 233.63% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 30,699 | 859 | 0.02% | 0.02% | 96 | -8,058 | -20.79% | Q1 2026 | May 14, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 29,647 | 830 | 0.47% | 0.49% | 97 | -1,658 | -5.3% | Q1 2026 | Apr 24, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 29,198 | 817 | 0.22% | — | 98 | +29,198 | New | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 28,549 | 799 | 0.0% | 0.0% | 99 | +2,680 | 10.36% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 27,747 | 776 | 0.01% | — | 100 | +27,747 | New | Q1 2026 | Apr 20, 2026 |
| Inspire Advisors, LLC | History | Added to | 27,695 | 775 | 0.06% | 0.03% | 101 | +14,504 | 109.95% | Q1 2026 | May 15, 2026 |
| EdgeRock Capital LLC | History | No change | 27,524 | 770 | 0.21% | 0.21% | 102 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 26,830 | 751 | 0.39% | 0.36% | 103 | +1,755 | 7.0% | Q1 2026 | May 07, 2026 |
| Harvest Investment Services, LLC | History | No change | 25,529 | 714 | 0.13% | 0.14% | 104 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,449 | 684 | 0.0% | 0.0% | 105 | +4,981 | 25.59% | Q1 2026 | May 14, 2026 |
| FSA Advisors, Inc. | History | Reduced | 24,329 | 681 | 0.45% | 0.38% | 106 | -6,071 | -19.97% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 23,838 | 667 | 0.0% | 0.0% | 107 | -1,768 | -6.9% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 23,027 | 644 | 0.01% | 0.02% | 108 | +1,008 | 4.58% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 22,640 | 633 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 22,640 | 633 | 0.01% | 0.03% | 110 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,797 | 615 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | New | 21,953 | 614 | 0.01% | — | 112 | +21,953 | New | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | No change | 21,862 | 612 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 21,400 | 607 | 0.05% | 0.04% | 114 | +4,219 | 24.56% | Q1 2026 | Apr 30, 2026 |
| Castleview Partners, LLC | History | Added to | 21,537 | 603 | 0.31% | 0.28% | 115 | +1,144 | 5.61% | Q1 2026 | May 01, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 21,186 | 593 | 0.39% | 0.29% | 116 | +5,507 | 35.12% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 21,090 | 590 | 0.01% | 0.01% | 117 | +1,608 | 8.25% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,376 | 570 | 0.0% | 0.0% | 118 | +5,021 | 32.7% | Q1 2026 | May 15, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 20,370 | 570 | 0.2% | 0.27% | 119 | -4,213 | -17.14% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,958 | 558 | 0.01% | 0.01% | 120 | +143 | 0.72% | Q1 2026 | May 01, 2026 |
| Strategic Financial Concepts, LLC | History | New | 19,498 | 545 | 0.13% | — | 121 | +19,498 | New | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 18,720 | 524 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,645 | 522 | 0.03% | 0.03% | 123 | -30 | -0.16% | Q1 2026 | Apr 29, 2026 |
| Benson Wealth Management INC | History | Added to | 17,456 | 488 | 0.67% | 0.4% | 125 | +4,621 | 36.0% | Q1 2026 | May 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 17,313 | 488 | 0.42% | 0.42% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 17,348 | 485 | 0.13% | 0.15% | 126 | -2,088 | -10.74% | Q1 2026 | Apr 15, 2026 |
| Soltis Investment Advisors LLC | History | No change | 17,138 | 479 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 16,917 | 473 | 0.09% | 0.09% | 128 | -450 | -2.59% | Q1 2026 | Apr 16, 2026 |
| Macro Advisors, Inc. | History | New | 16,046 | 449 | 0.19% | — | 129 | +16,046 | New | Q1 2026 | May 14, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 15,469 | 433 | 0.19% | 0.19% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 15,189 | 425 | 0.1% | 0.06% | 131 | +7,084 | 87.4% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | No change | 15,024 | 420 | 0.26% | 0.29% | 132 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Chris Bulman Inc | History | Reduced | 14,985 | 419 | 0.18% | 0.2% | 133 | -730 | -4.65% | Q1 2026 | Apr 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 14,754 | 413 | 0.03% | 0.03% | 134 | +287 | 1.98% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,621 | 409 | 0.01% | 0.01% | 135 | +700 | 5.03% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 14,587 | 408 | 0.02% | 0.01% | 136 | +3,250 | 28.67% | Q1 2026 | May 12, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 14,538 | 407 | 0.16% | 0.17% | 137 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 14,303 | 400 | 0.03% | 0.03% | 138 | +711 | 5.23% | Q1 2026 | Apr 17, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 13,744 | 397 | 0.29% | 0.35% | 139 | -2,873 | -17.29% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 14,058 | 393 | 0.01% | — | 140 | +14,058 | New | Q1 2026 | Apr 15, 2026 |
| Nicholas Wealth, LLC. | History | New | 13,914 | 389 | 0.27% | — | 141 | +13,914 | New | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,425 | 375 | 0.01% | 0.02% | 142 | -2,547 | -15.95% | Q1 2026 | Apr 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,342 | 373 | 0.01% | 0.01% | 143 | +1,722 | 14.82% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,307 | 372 | 0.04% | 0.04% | 144 | -2 | -0.02% | Q1 2026 | Apr 22, 2026 |
| SCS Capital Management LLC | History | Reduced | 13,261 | 371 | 0.0% | 0.0% | 145 | -2,694 | -16.88% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 12,762 | 364 | 0.02% | — | 146 | +12,762 | New | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,770 | 357 | 0.02% | 0.02% | 147 | +143 | 1.13% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | New | 12,490 | 349 | 0.01% | — | 148 | +12,490 | New | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,653 | 326 | 0.02% | 0.01% | 149 | +2,858 | 32.5% | Q1 2026 | May 12, 2026 |
| Tempo Wealth, LLC | History | Reduced | 10,963 | 306 | 0.05% | 0.08% | 150 | -5,665 | -34.07% | Q1 2026 | May 14, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 10,750 | 301 | 0.22% | 0.23% | 151 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 10,600 | 296 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,549 | 295 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 10,458 | 292 | 0.22% | 0.22% | 154 | -269 | -2.51% | Q1 2026 | Apr 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,194 | 285 | 0.0% | 0.0% | 155 | -958 | -8.59% | Q1 2026 | May 12, 2026 |
| Cooper Financial Group | History | Reduced | 9,863 | 276 | 0.03% | 0.05% | 156 | -5,924 | -37.52% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 9,733 | 272 | 0.01% | 0.01% | 157 | +1,060 | 12.22% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,370 | 262 | 0.01% | 0.02% | 158 | -6,696 | -41.68% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,150 | 256 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 9,090 | 254 | 0.01% | — | 160 | +9,090 | New | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | No change | 8,986 | 251 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 8,915 | 249 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Encompass More Asset Management | History | Reduced | 8,770 | 245 | 0.04% | 0.05% | 163 | -187 | -2.09% | Q1 2026 | Apr 28, 2026 |
| Schulz Wealth, LTD. | History | No change | 8,628 | 243 | 0.16% | 0.16% | 164 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 8,642 | 241 | 0.01% | 0.01% | 165 | -620 | -6.69% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,376 | 234 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,243 | 230 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,183 | 229 | 0.02% | 0.02% | 168 | +732 | 9.82% | Q1 2026 | May 05, 2026 |
| Darden Wealth Group Inc | History | No change | 8,202 | 229 | 0.12% | 0.11% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,140 | 227 | 0.01% | 0.01% | 170 | +683 | 9.16% | Q1 2026 | Apr 28, 2026 |
| Andina Capital Management, LLC | History | Reduced | 7,180 | 201 | 0.18% | 0.25% | 171 | -7,568 | -51.32% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,375 | 150 | 0.0% | 0.0% | 172 | +141 | 2.69% | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,700 | 131 | 0.0% | — | 173 | +4,700 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 4,080 | 114 | 0.0% | 0.0% | 174 | -66 | -1.59% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,692 | 103 | 0.01% | 0.0% | 175 | +3,457 | 1471.06% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 2,535 | 70 | 0.01% | 0.01% | 176 | -2,105 | -45.37% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,235 | 62 | 0.02% | 0.02% | 177 | -85 | -3.66% | Q1 2026 | Apr 09, 2026 |
| Rossby Financial, LCC | History | New | 1,843 | 51 | 0.01% | — | 178 | +1,843 | New | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | New | 1,750 | 49 | 0.01% | — | 179 | +1,750 | New | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | No change | 1,522 | 42 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,517 | 41 | 0.0% | 0.0% | 181 | -950 | -38.51% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,471 | 40 | 0.0% | — | 183 | +1,471 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,435 | 40 | 0.0% | 0.0% | 182 | -211 | -12.82% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,220 | 34 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,045 | 29 | 0.0% | 0.0% | 185 | -50 | -4.57% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 640 | 17 | 0.0% | — | 186 | +640 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 585 | 16 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 543 | 15 | 0.01% | — | 188 | +543 | New | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 469 | 13 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 358 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 350 | 9 | 0.0% | — | 191 | +350 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 230 | 6 | 0.0% | — | 192 | +230 | New | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 150 | 4 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 194 | -710 | -94.16% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 2.37% | — | -847,042 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -768,934 | -100.0% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -62,058 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -54,054 | -100.0% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,036 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,293 | -100.0% | Q1 2026 | May 12, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.22% | — | -22,385 | -100.0% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,415 | -100.0% | Q1 2026 | May 15, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.92% | — | -17,601 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -17,149 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,112 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,024 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MN Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,121 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,146 | -100.0% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,351 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,248 | -100.0% | Q1 2026 | May 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,143 | -100.0% | Q1 2026 | May 04, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -3,360 | -100.0% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,285 | -100.0% | Q1 2026 | Jun 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -705 | -100.0% | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -416 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |