FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFQ
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 | 8,522,485 | 301,014 | 0.08% | 0.07% | 1 | +978,401 | 12.97% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 1,626,485 | 57,447 | 0.06% | 0.06% | 2 | +212,383 | 15.02% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,152,123 | 40,692 | 0.01% | 0.01% | 3 | +129,796 | 12.7% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 943,085 | 33,308 | 0.05% | 0.05% | 4 | -48,188 | -4.86% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 830,234 | 29,323 | 0.11% | 0.11% | 5 | +6,503 | 0.79% | Q1 2026 | Jun 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 659,235 | 23,284 | 0.06% | 0.06% | 6 | +14,335 | 2.22% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 646,336 | 22,828 | 0.03% | 0.03% | 7 | +48,488 | 8.11% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 637,315 | 22,509 | 0.01% | 0.01% | 8 | -31,479 | -4.71% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 574,853 | 20,303 | 0.0% | 0.0% | 9 | +340,939 | 145.75% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 537,124 | 18,971 | 0.0% | 0.0% | 10 | +1,718 | 0.32% | Q1 2026 | May 15, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 516,655 | 18,248 | 4.42% | 4.65% | 11 | +26,452 | 5.4% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 435,945 | 15,397 | 0.04% | 0.04% | 12 | -22,885 | -4.99% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 415,783 | 14,901 | 0.1% | 0.1% | 13 | +25,791 | 6.61% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 390,643 | 13,797 | 3.79% | 4.18% | 14 | -15,231 | -3.75% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 377,718 | 13,341 | 0.21% | 0.28% | 15 | -3,521 | -0.92% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 332,272 | 11,735 | 0.13% | 0.12% | 16 | +38,262 | 13.01% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Reduced | 326,971 | 11,548 | 0.01% | 0.01% | 17 | -9,008 | -2.68% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 300,904 | 10,627 | 0.11% | — | 18 | +300,904 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 297,608 | 10,511 | 0.08% | 0.12% | 19 | +12,587 | 4.42% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 287,580 | 10,157 | 6.47% | 6.36% | 20 | +8,281 | 2.96% | Q1 2026 | May 15, 2026 |
| Seros Financial, LLC | History | Added to | 272,124 | 9,611 | 6.12% | 4.73% | 21 | +47,257 | 21.02% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 259,711 | 9,172 | 0.03% | 0.04% | 22 | -15,365 | -5.59% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 227,297 | 8,028 | 0.19% | 0.24% | 23 | -52,032 | -18.63% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 208,047 | 7,348 | 0.03% | 0.03% | 24 | +8,149 | 4.08% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 195,690 | 6,911 | 0.26% | 0.28% | 25 | -11,015 | -5.33% | Q1 2026 | May 14, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 188,585 | 6,660 | 4.22% | 4.34% | 26 | -1,255 | -0.66% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 181,361 | 6,405 | 0.28% | 0.34% | 27 | -21,779 | -10.72% | Q1 2026 | Apr 28, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 167,491 | 5,915 | 2.89% | 2.94% | 28 | -8,532 | -4.85% | Q1 2026 | Apr 08, 2026 |
| Prism Advisors, Inc. | History | Added to | 166,188 | 5,869 | 1.57% | 1.36% | 29 | +23,340 | 16.34% | Q1 2026 | Apr 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 161,426 | 5,701 | 2.83% | 2.76% | 30 | +625 | 0.39% | Q1 2026 | May 07, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 149,275 | 5,272 | 1.84% | 1.38% | 31 | +42,643 | 39.99% | Q1 2026 | Apr 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 145,752 | 5,147 | 2.73% | 3.05% | 32 | -6,910 | -4.53% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 143,445 | 5,066 | 0.31% | 0.3% | 33 | +9,868 | 7.39% | Q1 2026 | Apr 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 130,904 | 4,623 | 0.75% | 0.71% | 34 | +15,674 | 13.6% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Added to | 127,969 | 4,519 | 0.05% | 0.05% | 35 | +3,746 | 3.02% | Q1 2026 | May 05, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 126,035 | 4,451 | 2.18% | 2.47% | 36 | -46,266 | -26.85% | Q1 2026 | Jun 01, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 125,306 | 4,425 | 0.17% | 0.14% | 37 | +3,709 | 3.05% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 123,586 | 4,365 | 0.01% | 0.01% | 38 | +12,156 | 10.91% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 118,131 | 4,172 | 0.03% | 0.03% | 39 | +895 | 0.76% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 117,411 | 4,146 | 1.67% | 1.71% | 40 | +895 | 0.77% | Q1 2026 | Apr 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 114,910 | 4,058 | 1.05% | 1.13% | 41 | +1,558 | 1.37% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 114,892 | 4,057 | 0.16% | 0.2% | 42 | +65,811 | 134.09% | Q1 2026 | May 15, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 110,923 | 3,917 | 3.18% | 3.98% | 43 | -24,005 | -17.79% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 103,806 | 3,666 | 0.92% | 1.03% | 44 | +5,479 | 5.57% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 99,587 | 3,517 | 0.0% | 0.0% | 45 | -2,394 | -2.35% | Q1 2026 | Apr 27, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 91,620 | 3,236 | 1.43% | 1.56% | 46 | -3,207 | -3.38% | Q1 2026 | Apr 27, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 87,432 | 3,111 | 1.15% | 1.35% | 47 | -12,860 | -12.82% | Q1 2026 | May 01, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 86,997 | 3,072 | 2.23% | 2.43% | 48 | -3,550 | -3.92% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 84,983 | 3,001 | 0.33% | 0.34% | 49 | -5,897 | -6.49% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 83,728 | 2,957 | 0.04% | — | 50 | +83,728 | New | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 82,628 | 2,918 | 0.79% | 0.69% | 51 | +10,403 | 14.4% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 81,570 | 2,895 | 0.15% | 0.12% | 52 | +8,621 | 11.82% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 81,736 | 2,886 | 0.02% | 0.02% | 53 | +2,396 | 3.02% | Q1 2026 | May 05, 2026 |
| HighPoint Advisor Group LLC | History | New | 80,541 | 2,844 | 0.12% | — | 54 | +80,541 | New | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | New | 79,448 | 2,806 | 0.73% | — | 55 | +79,448 | New | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 76,895 | 2,716 | 0.01% | 0.0% | 56 | +17,135 | 28.67% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 76,322 | 2,695 | 0.05% | 0.05% | 57 | +545 | 0.72% | Q1 2026 | Apr 14, 2026 |
| Midwest Financial Group LLC | History | Added to | 72,932 | 2,575 | 1.1% | 1.15% | 58 | +370 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 62,663 | 2,213 | 0.04% | 0.03% | 59 | +12,492 | 24.9% | Q1 2026 | Apr 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 62,680 | 2,213 | 1.03% | 0.86% | 60 | +10,685 | 20.55% | Q1 2026 | May 05, 2026 |
| Maridea Wealth Management LLC | History | Added to | 58,338 | 2,060 | 0.3% | 0.26% | 61 | +9,127 | 18.55% | Q1 2026 | Apr 21, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 47,788 | 1,687 | 1.18% | 0.91% | 62 | +11,935 | 33.29% | Q1 2026 | May 29, 2026 |
| Keystone Wealth Services, LLC | History | New | 47,696 | 1,684 | 0.36% | — | 63 | +47,696 | New | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | No change | 46,728 | 1,650 | 0.25% | 0.26% | 64 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 45,914 | 1,621 | 0.17% | 0.19% | 65 | -1,792 | -3.76% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 45,135 | 1,594 | 0.04% | 0.03% | 66 | +5,652 | 14.32% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 44,964 | 1,588 | 0.03% | 0.03% | 67 | -67 | -0.15% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 44,517 | 1,572 | 0.04% | 0.04% | 68 | +3,096 | 7.47% | Q1 2026 | May 12, 2026 |
| Rubicon Advisors, GP | History | Added to | 43,016 | 1,519 | 1.32% | 1.39% | 69 | +1,107 | 2.64% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 42,867 | 1,514 | 0.02% | 0.03% | 70 | -12,593 | -22.71% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 42,232 | 1,491 | 0.02% | 0.01% | 71 | +25,500 | 152.4% | Q1 2026 | Apr 16, 2026 |
| SLT Holdings LLC | History | Reduced | 40,807 | 1,441 | 0.97% | 1.24% | 72 | -12,784 | -23.85% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 39,587 | 1,398 | 0.02% | 0.01% | 73 | +20,126 | 103.42% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 39,202 | 1,384 | 0.08% | 0.07% | 74 | -53 | -0.14% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 36,115 | 1,275 | 0.05% | 0.03% | 75 | +20,964 | 138.37% | Q1 2026 | May 19, 2026 |
| Macro Advisors, Inc. | History | New | 35,445 | 1,251 | 0.52% | — | 76 | +35,445 | New | Q1 2026 | May 14, 2026 |
| Claris Financial LLC | History | Added to | 34,829 | 1,230 | 0.67% | 0.62% | 77 | +2,449 | 7.56% | Q1 2026 | May 18, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 31,156 | 1,172 | 1.3% | 1.5% | 78 | -13,033 | -29.49% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 32,129 | 1,134 | 0.01% | 0.01% | 79 | -17,118 | -34.76% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | Added to | 31,291 | 1,105 | 1.51% | 0.03% | 80 | +30,581 | 4307.18% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | No change | 30,836 | 1,090 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 30,071 | 1,062 | 0.05% | 0.06% | 82 | +150 | 0.5% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 28,823 | 1,018 | 0.01% | 0.01% | 83 | +5,285 | 22.45% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 27,301 | 964 | 0.04% | 0.03% | 84 | +5,867 | 27.37% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 27,244 | 962 | 0.0% | — | 85 | +27,244 | New | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,965 | 917 | 0.01% | 0.01% | 86 | +1,000 | 4.01% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 25,678 | 906 | 0.02% | 0.01% | 87 | +12,872 | 100.52% | Q1 2026 | Apr 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 25,535 | 901 | 0.03% | 0.03% | 88 | +625 | 2.51% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 25,276 | 892 | 0.06% | 0.06% | 89 | -1,969 | -7.23% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 25,200 | 890 | 0.01% | 0.02% | 90 | -690 | -2.67% | Q1 2026 | May 18, 2026 |
| Tradition Wealth Management, LLC | History | No change | 25,180 | 889 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 24,668 | 871 | 0.22% | 0.26% | 92 | -727 | -2.86% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,760 | 839 | 0.02% | 0.02% | 93 | +705 | 3.06% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | New | 21,760 | 768 | 0.04% | — | 94 | +21,760 | New | Q1 2026 | May 04, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 21,184 | 748 | 0.08% | 0.09% | 95 | -2,375 | -10.08% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,096 | 674 | 0.02% | 0.01% | 96 | +7,185 | 60.32% | Q1 2026 | May 14, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 18,081 | 638 | 0.39% | 0.84% | 97 | -22,388 | -55.32% | Q1 2026 | Apr 15, 2026 |
| Chris Bulman Inc | History | Added to | 17,699 | 625 | 0.27% | 0.28% | 98 | +281 | 1.61% | Q1 2026 | Apr 13, 2026 |
| LexAurum Advisors, LLC | History | New | 17,048 | 602 | 0.08% | — | 99 | +17,048 | New | Q1 2026 | Apr 13, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 17,042 | 601 | 0.21% | 0.14% | 100 | -1,554 | -8.36% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 16,879 | 596 | 0.01% | 0.01% | 101 | +1,270 | 8.14% | Q1 2026 | Apr 13, 2026 |
| NOVEM GROUP | History | Added to | 16,875 | 596 | 0.07% | 0.07% | 102 | +825 | 5.14% | Q1 2026 | Apr 10, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 16,486 | 590 | 0.5% | 0.5% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 16,543 | 584 | 0.2% | 0.21% | 104 | -201 | -1.2% | Q1 2026 | May 07, 2026 |
| HFG Advisors, Inc. | History | Added to | 16,213 | 572 | 0.4% | 0.41% | 105 | +285 | 1.79% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 15,992 | 564 | 0.02% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,944 | 563 | 0.01% | 0.01% | 107 | +359 | 2.3% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 15,364 | 542 | 0.01% | 0.01% | 108 | -1,640 | -9.64% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 15,281 | 539 | 0.04% | 0.04% | 109 | +1,696 | 12.48% | Q1 2026 | May 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 14,852 | 524 | 0.1% | 0.12% | 110 | -2,530 | -14.56% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 14,801 | 522 | 0.22% | 0.18% | 111 | +918 | 6.61% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | New | 14,416 | 509 | 0.01% | — | 112 | +14,416 | New | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,880 | 490 | 0.0% | 0.0% | 113 | -2 | -0.01% | Q1 2026 | Apr 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 13,777 | 486 | 0.18% | 0.17% | 114 | -68 | -0.49% | Q1 2026 | May 12, 2026 |
| McKinney Capital Management, LLC | History | New | 13,555 | 478 | 0.41% | — | 115 | +13,555 | New | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 13,229 | 467 | 0.15% | 0.16% | 116 | -55 | -0.41% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,250 | 432 | 0.01% | 0.01% | 117 | +475 | 4.03% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 12,100 | 427 | 0.02% | 0.03% | 118 | -5,025 | -29.34% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,929 | 416 | 0.03% | 0.03% | 119 | +7 | 0.06% | Q1 2026 | May 01, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 11,593 | 415 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,557 | 412 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Added to | 11,638 | 411 | 0.01% | 0.01% | 122 | +510 | 4.58% | Q1 2026 | May 15, 2026 |
| WINNOW WEALTH LLC | History | New | 11,425 | 403 | 0.31% | — | 123 | +11,425 | New | Q1 2026 | May 19, 2026 |
| Round Rock Advisors LLC | History | No change | 11,000 | 388 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 10,985 | 387 | 0.2% | 0.2% | 125 | -58 | -0.53% | Q1 2026 | May 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,564 | 373 | 0.02% | 0.02% | 126 | +558 | 5.58% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 10,388 | 366 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATAURO, LLC | History | Reduced | 10,206 | 360 | 0.05% | 0.06% | 128 | -1,612 | -13.64% | Q1 2026 | Apr 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,148 | 358 | 0.01% | 0.01% | 129 | -1,229 | -10.8% | Q1 2026 | Apr 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 9,989 | 352 | 0.16% | 0.11% | 130 | +1,530 | 18.09% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,679 | 342 | 0.01% | 0.01% | 131 | +1,295 | 15.45% | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 8,471 | 328 | 0.01% | 0.01% | 132 | +124 | 1.49% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 9,188 | 324 | 0.01% | 0.01% | 133 | -1,156 | -11.18% | Q1 2026 | Apr 29, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 8,625 | 315 | 0.04% | 0.04% | 134 | -505 | -5.53% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,611 | 304 | 0.01% | 0.02% | 135 | -1,276 | -12.91% | Q1 2026 | May 12, 2026 |
| Balboa Wealth Partners | History | No change | 8,578 | 302 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | Added to | 8,015 | 283 | 0.02% | 0.05% | 137 | +215 | 2.76% | Q1 2026 | Apr 28, 2026 |
| Baker Avenue Asset Management, LP | History | New | 7,952 | 280 | 0.01% | — | 139 | +7,952 | New | Q1 2026 | May 12, 2026 |
| Diligent Investors, LLC | History | No change | 7,950 | 280 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | New | 7,721 | 272 | 0.02% | — | 140 | +7,721 | New | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,542 | 266 | 0.0% | 0.0% | 141 | -734 | -8.87% | Q1 2026 | May 05, 2026 |
| Sharper & Granite LLC | History | No change | 7,378 | 260 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 7,223 | 255 | 0.02% | 0.02% | 143 | -705 | -8.89% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,177 | 253 | 0.0% | — | 144 | +7,177 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,921 | 245 | 0.0% | 0.0% | 145 | -12,387 | -64.15% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 6,955 | 245 | 0.0% | 0.0% | 146 | +392 | 5.97% | Q1 2026 | May 14, 2026 |
| Advisory Resource Group | History | Added to | 6,865 | 242 | 0.04% | 0.04% | 147 | +1,244 | 22.13% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | New | 6,844 | 241 | 0.01% | — | 149 | +6,844 | New | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,228 | 241 | 0.01% | 0.01% | 148 | -248 | -3.83% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 6,779 | 239 | 0.03% | — | 150 | +6,779 | New | Q1 2026 | Apr 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 6,753 | 238 | 0.01% | 0.01% | 151 | +114 | 1.72% | Q1 2026 | Apr 20, 2026 |
| Opus Financial Solutions LLC | History | New | 6,335 | 223 | 0.21% | — | 152 | +6,335 | New | Q1 2026 | May 08, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 5,985 | 211 | 0.08% | 0.09% | 153 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 5,676 | 200 | 0.02% | 0.02% | 154 | -177 | -3.02% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,116 | 145 | 0.01% | 0.01% | 155 | +275 | 7.16% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,697 | 132 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,691 | 132 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,559 | 125 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 3,464 | 122 | 0.06% | 0.08% | 159 | +108 | 3.22% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,490 | 87 | 0.0% | 0.0% | 160 | +937 | 60.33% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | New | 1,800 | 63 | 0.0% | — | 161 | +1,800 | New | Q1 2026 | Jun 02, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,675 | 59 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 992 | 35 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | Reduced | 620 | 21 | 0.06% | 0.18% | 164 | -116,350 | -99.47% | Q1 2026 | May 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 527 | 18 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 258 | 9 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 227 | 8 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 182 | 6 | 0.0% | — | 168 | +182 | New | Q1 2026 | May 18, 2026 |
| Ameritas Advisory Services, LLC | History | New | 155 | 5 | 0.0% | — | 169 | +155 | New | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | New | 115 | 4 | 0.0% | — | 170 | +115 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 100 | 3 | 0.0% | 0.0% | 171 | -943 | -90.41% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | New | 50 | 1 | 0.0% | — | 172 | +50 | New | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -78,927 | -100.0% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -62,297 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.12% | — | -9,350 | -100.0% | Q1 2026 | May 07, 2026 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -8,562 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,499 | -100.0% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,877 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,843 | -100.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -980 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 13, 2026 |