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 | 8,862,303 | 348,022 | 0.08% | 0.08% | 1 | +339,818 | 3.99% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,840,918 | 72,292 | 0.07% | 0.06% | 2 | +214,433 | 13.18% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,450,393 | 56,956 | 0.01% | 0.01% | 3 | +298,270 | 25.89% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,379,944 | 54,190 | 0.55% | 0.13% | 4 | +1,047,672 | 315.31% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,090,086 | 42,806 | 0.05% | 0.05% | 5 | +147,001 | 15.59% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,032,527 | 40,547 | 0.01% | 0.0% | 6 | +457,674 | 79.62% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 884,967 | 34,752 | 0.1% | 0.11% | 7 | +54,733 | 6.59% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 761,526 | 29,905 | 0.04% | 0.03% | 8 | +115,190 | 17.82% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 718,291 | 28,207 | 0.01% | 0.01% | 9 | +80,976 | 12.71% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 627,075 | 24,625 | 0.05% | 0.04% | 10 | +191,130 | 43.84% | Q2 2026 | Aug 07, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 584,188 | 22,940 | 4.95% | 4.42% | 11 | +67,533 | 13.07% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 538,560 | 21,149 | 0.0% | 0.0% | 12 | +1,436 | 0.27% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 485,448 | 19,063 | 0.09% | 0.03% | 13 | +277,401 | 133.34% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 417,888 | 16,410 | 0.1% | 0.1% | 14 | +2,105 | 0.51% | Q2 2026 | Aug 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 405,747 | 15,933 | 3.99% | 3.79% | 15 | +15,104 | 3.87% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 386,233 | 15,167 | 0.2% | 0.21% | 16 | +8,515 | 2.25% | Q2 2026 | Aug 12, 2026 |
| Sequent Planning LLC | History | New | 327,898 | 12,876 | 2.75% | — | 17 | +327,898 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 311,233 | 12,222 | 0.01% | 0.0% | 18 | +211,646 | 212.52% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 305,295 | 11,988 | 0.08% | 0.08% | 19 | +7,687 | 2.58% | Q2 2026 | Sep 08, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 297,371 | 11,677 | 6.51% | 6.47% | 20 | +9,791 | 3.4% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 281,056 | 11,037 | 0.04% | 0.03% | 21 | +21,345 | 8.22% | Q2 2026 | Jul 28, 2026 |
| Seros Financial, LLC | History | Added to | 277,068 | 10,880 | 5.67% | 6.12% | 22 | +4,944 | 1.82% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 234,840 | 9,222 | 0.35% | 0.28% | 23 | +53,479 | 29.49% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 231,736 | 9,100 | 0.19% | 0.19% | 24 | +4,439 | 1.95% | Q2 2026 | Aug 06, 2026 |
| Macro Advisors, Inc. | History | Added to | 214,906 | 8,439 | 2.69% | 0.52% | 25 | +179,461 | 506.31% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 195,474 | 7,676 | 0.24% | 0.26% | 26 | -216 | -0.11% | Q2 2026 | Jul 27, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 183,487 | 7,205 | 4.25% | 4.22% | 27 | -5,098 | -2.7% | Q2 2026 | Jul 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 170,386 | 6,691 | 2.76% | 2.83% | 28 | +8,960 | 5.55% | Q2 2026 | Aug 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 167,711 | 6,586 | 1.98% | 1.84% | 29 | +18,436 | 12.35% | Q2 2026 | Jul 16, 2026 |
| Prism Advisors, Inc. | History | Reduced | 161,091 | 6,326 | 1.54% | 1.57% | 30 | -5,097 | -3.07% | Q2 2026 | Jul 24, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 158,667 | 6,230 | 2.85% | 2.73% | 31 | +12,915 | 8.86% | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | Added to | 156,414 | 6,142 | 1.38% | 0.73% | 32 | +76,966 | 96.88% | Q2 2026 | Jul 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 143,587 | 5,638 | 0.27% | 0.31% | 33 | +142 | 0.1% | Q2 2026 | Jul 28, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 136,111 | 5,285 | 1.62% | 1.15% | 34 | +48,679 | 55.68% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 126,537 | 4,969 | 0.05% | 0.05% | 35 | -1,432 | -1.12% | Q2 2026 | Jul 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 123,612 | 4,854 | 0.16% | 0.17% | 36 | -1,694 | -1.35% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 119,384 | 4,688 | 0.01% | 0.01% | 37 | +42,489 | 55.26% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | Added to | 117,256 | 4,604 | 0.16% | 0.06% | 38 | +116,636 | 18812.26% | Q2 2026 | Aug 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 114,741 | 4,505 | 1.01% | 1.05% | 39 | -169 | -0.15% | Q2 2026 | Jul 09, 2026 |
| CWM, LLC | History | No change | 123,586 | 4,365 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 111,014 | 4,359 | 3.18% | 3.18% | 41 | +91 | 0.08% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 110,511 | 4,339 | 0.03% | 0.03% | 42 | -7,620 | -6.45% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 109,791 | 4,311 | 1.61% | 1.67% | 43 | -7,620 | -6.49% | Q2 2026 | Jul 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 96,498 | 3,789 | 0.86% | 0.92% | 44 | -7,308 | -7.04% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 87,497 | 3,436 | 0.64% | 0.36% | 45 | +39,801 | 83.45% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 86,171 | 3,383 | 0.04% | 0.04% | 46 | +2,443 | 2.92% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 84,665 | 3,307 | 0.16% | 0.15% | 47 | +3,095 | 3.79% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 83,964 | 3,297 | 0.3% | 0.33% | 48 | -1,019 | -1.2% | Q2 2026 | Jul 22, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 81,056 | 3,183 | 2.08% | 2.23% | 49 | -5,941 | -6.83% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 80,972 | 3,179 | 0.01% | 0.02% | 50 | -764 | -0.93% | Q2 2026 | Aug 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 80,368 | 3,156 | 1.33% | 1.03% | 51 | +17,688 | 28.22% | Q2 2026 | Jul 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 79,994 | 3,141 | 0.06% | 0.05% | 52 | +3,672 | 4.81% | Q2 2026 | Jul 09, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 79,630 | 3,127 | 0.11% | 0.12% | 53 | -911 | -1.13% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 79,215 | 3,110 | 0.05% | 0.04% | 54 | +16,552 | 26.41% | Q2 2026 | Jul 15, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 78,917 | 3,099 | 0.75% | 0.79% | 55 | -3,711 | -4.49% | Q2 2026 | Jul 29, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 76,640 | 3,009 | 1.17% | 1.43% | 56 | -14,980 | -16.35% | Q2 2026 | Aug 07, 2026 |
| Midwest Financial Group LLC | History | Added to | 74,091 | 2,909 | 1.02% | 1.1% | 57 | +1,159 | 1.59% | Q2 2026 | Jul 21, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 73,226 | 2,875 | 0.91% | 0.75% | 58 | -57,678 | -44.06% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 65,331 | 2,565 | 0.15% | 0.16% | 59 | -49,561 | -43.14% | Q2 2026 | Aug 04, 2026 |
| Maridea Wealth Management LLC | History | Added to | 64,862 | 2,547 | 0.28% | 0.3% | 60 | +6,524 | 11.18% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 64,777 | 2,543 | 0.02% | — | 61 | +64,777 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 64,777 | 2,543 | 0.05% | — | 62 | +64,777 | New | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 61,335 | 2,408 | 0.03% | 0.02% | 63 | +21,748 | 54.94% | Q2 2026 | Aug 03, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 60,286 | 2,367 | 0.06% | 0.04% | 64 | +15,769 | 35.42% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 57,180 | 2,245 | 0.02% | 0.02% | 65 | +14,948 | 35.39% | Q2 2026 | Jul 15, 2026 |
| Catalyst Investment Management LLC | History | Added to | 55,675 | 2,186 | 1.98% | 1.3% | 66 | +24,519 | 78.7% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 53,883 | 2,115 | 0.0% | 0.01% | 67 | -273,088 | -83.52% | Q2 2026 | Aug 13, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 52,653 | 2,067 | 1.33% | 1.18% | 68 | +4,865 | 10.18% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 52,283 | 2,053 | 0.21% | — | 69 | +52,283 | New | Q2 2026 | Aug 13, 2026 |
| HFG Advisors, Inc. | History | Added to | 48,940 | 1,921 | 1.2% | 0.4% | 70 | +32,727 | 201.86% | Q2 2026 | Aug 07, 2026 |
| Optivise Advisory Services LLC | History | Added to | 47,285 | 1,856 | 0.94% | 0.39% | 71 | +29,204 | 161.52% | Q2 2026 | Jul 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 46,531 | 1,827 | 0.25% | 0.25% | 72 | -197 | -0.42% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | Added to | 45,144 | 1,772 | 0.03% | 0.02% | 73 | +19,466 | 75.81% | Q2 2026 | Jul 15, 2026 |
| Rubicon Advisors, GP | History | Added to | 44,936 | 1,764 | 1.28% | 1.32% | 74 | +1,920 | 4.46% | Q2 2026 | Jul 29, 2026 |
| VIMA LLC | History | New | 44,916 | 1,763 | 1.72% | — | 75 | +44,916 | New | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 44,753 | 1,757 | 0.03% | 0.03% | 76 | -211 | -0.47% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 43,516 | 1,708 | 0.02% | 0.02% | 77 | +649 | 1.51% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 41,059 | 1,612 | 0.09% | 0.08% | 78 | +1,857 | 4.74% | Q2 2026 | Aug 11, 2026 |
| SLT Holdings LLC | History | Reduced | 39,218 | 1,540 | 0.96% | 0.97% | 79 | -1,589 | -3.89% | Q2 2026 | Jul 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 37,694 | 1,480 | 0.13% | 0.17% | 80 | -8,220 | -17.9% | Q2 2026 | Jul 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 36,710 | 1,441 | 0.05% | 0.05% | 81 | +595 | 1.65% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | Added to | 35,128 | 1,379 | 0.16% | 0.08% | 82 | +18,080 | 106.05% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | Added to | 32,450 | 1,274 | 0.03% | 0.03% | 83 | +1,614 | 5.23% | Q2 2026 | Aug 05, 2026 |
| Claris Financial LLC | History | No change | 34,829 | 1,230 | 0.67% | 0.67% | 84 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 31,003 | 1,217 | 0.01% | 0.01% | 85 | +2,180 | 7.56% | Q2 2026 | Aug 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 29,997 | 1,177 | 0.06% | 0.05% | 86 | -74 | -0.25% | Q2 2026 | Jul 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 28,931 | 1,136 | 0.07% | 0.02% | 87 | +21,210 | 274.71% | Q2 2026 | Jul 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 28,396 | 1,115 | 0.03% | 0.04% | 88 | +1,095 | 4.01% | Q2 2026 | Jul 31, 2026 |
| Intrua Financial, LLC | History | New | 27,168 | 1,066 | 0.1% | — | 89 | +27,168 | New | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 27,003 | 1,060 | 0.02% | 0.01% | 90 | +1,803 | 7.15% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 26,726 | 1,049 | 0.02% | 0.01% | 91 | +9,847 | 58.34% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 25,990 | 1,020 | 0.03% | 0.03% | 92 | +455 | 1.78% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,415 | 998 | 0.01% | 0.01% | 93 | -550 | -2.12% | Q2 2026 | Jul 28, 2026 |
| Soltis Investment Advisors LLC | History | No change | 25,276 | 992 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tradition Wealth Management, LLC | History | No change | 25,180 | 988 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 24,337 | 955 | 0.02% | 0.02% | 96 | +577 | 2.43% | Q2 2026 | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 23,688 | 930 | 0.21% | 0.22% | 97 | -980 | -3.97% | Q2 2026 | Aug 03, 2026 |
| Procyon Advisors, LLC | History | Added to | 23,408 | 919 | 0.04% | 0.04% | 98 | +1,648 | 7.57% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 22,816 | 895 | 0.02% | 0.04% | 99 | -22,319 | -49.45% | Q2 2026 | Jul 15, 2026 |
| NOVEM GROUP | History | Added to | 21,265 | 835 | 0.08% | 0.07% | 100 | +4,390 | 26.01% | Q2 2026 | Jul 21, 2026 |
| Opus Financial Solutions LLC | History | Added to | 21,250 | 834 | 0.67% | 0.21% | 101 | +14,915 | 235.44% | Q2 2026 | Jul 24, 2026 |
| Harvest Investment Services, LLC | History | Added to | 19,974 | 784 | 0.12% | 0.1% | 102 | +5,122 | 34.49% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 19,669 | 772 | 0.01% | 0.01% | 103 | +3,725 | 23.36% | Q2 2026 | Aug 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,598 | 769 | 0.01% | 0.01% | 104 | +4,234 | 27.56% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,222 | 754 | 0.03% | 0.01% | 105 | +10,611 | 123.23% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,811 | 738 | 0.0% | 0.0% | 106 | +11,269 | 149.42% | Q2 2026 | Aug 05, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 18,671 | 733 | 0.07% | 0.08% | 107 | -2,513 | -11.86% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 18,299 | 718 | 0.02% | 0.02% | 108 | -797 | -4.17% | Q2 2026 | Aug 10, 2026 |
| Chris Bulman Inc | History | No change | 17,699 | 695 | 0.25% | 0.27% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 16,033 | 629 | 0.07% | 0.03% | 110 | +9,254 | 136.51% | Q2 2026 | Jul 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 15,847 | 622 | 0.04% | 0.04% | 111 | +566 | 3.7% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 15,800 | 620 | 0.01% | 0.01% | 112 | +3,550 | 28.98% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 15,772 | 619 | 0.01% | 0.02% | 113 | -220 | -1.38% | Q2 2026 | Jul 28, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 15,721 | 617 | 0.18% | 0.2% | 114 | -822 | -4.97% | Q2 2026 | Aug 12, 2026 |
| McKinney Capital Management, LLC | History | Added to | 15,288 | 600 | 0.24% | 0.41% | 115 | +1,733 | 12.78% | Q2 2026 | Aug 05, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 14,790 | 580 | 0.19% | 0.22% | 116 | -11 | -0.07% | Q2 2026 | Aug 14, 2026 |
| National Wealth Management Group, LLC | History | New | 14,513 | 569 | 0.18% | — | 117 | +14,513 | New | Q2 2026 | Jul 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 14,274 | 560 | 0.01% | 0.01% | 118 | -142 | -0.99% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 14,111 | 554 | 0.0% | 0.0% | 119 | +7,156 | 102.89% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,818 | 543 | 0.0% | 0.0% | 120 | -62 | -0.45% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,770 | 540 | 0.0% | 0.0% | 121 | -13,474 | -49.46% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 13,736 | 539 | 0.01% | — | 122 | +13,736 | New | Q2 2026 | Jul 31, 2026 |
| Lighthouse Wealth Management Inc. | History | New | 13,462 | 528 | 0.33% | — | 123 | +13,462 | New | Q2 2026 | Jul 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 13,229 | 519 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 13,121 | 515 | 0.22% | 0.16% | 125 | +3,132 | 31.35% | Q2 2026 | Aug 05, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 13,112 | 514 | 0.2% | 0.21% | 126 | -3,930 | -23.06% | Q2 2026 | Jul 29, 2026 |
| FLAGSTAR SECURITIES, INC | History | Reduced | 12,816 | 503 | 0.15% | 0.18% | 127 | -961 | -6.98% | Q2 2026 | Jul 15, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 12,746 | 500 | 0.34% | 0.31% | 128 | +1,321 | 11.56% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | Added to | 11,868 | 466 | 0.01% | 0.01% | 129 | +230 | 1.98% | Q2 2026 | Aug 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 11,546 | 453 | 0.2% | 0.2% | 131 | +561 | 5.11% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,557 | 453 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | New | 10,896 | 427 | 0.0% | — | 132 | +10,896 | New | Q2 2026 | Jul 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,932 | 417 | 0.03% | 0.03% | 133 | +3 | 0.03% | Q2 2026 | Jul 29, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 10,458 | 410 | 0.13% | 0.13% | 134 | +70 | 0.67% | Q2 2026 | Jul 31, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 10,206 | 400 | 0.04% | 0.04% | 135 | +1,581 | 18.33% | Q2 2026 | Jul 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,174 | 399 | 0.02% | 0.02% | 136 | -390 | -3.69% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 9,833 | 386 | 0.17% | — | 137 | +9,833 | New | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,572 | 375 | 0.01% | 0.0% | 138 | +9,417 | 6075.48% | Q2 2026 | Aug 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 10,148 | 358 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 8,934 | 351 | 0.01% | 0.01% | 140 | +463 | 5.47% | Q2 2026 | Aug 06, 2026 |
| Balboa Wealth Partners | History | No change | 8,578 | 336 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bison Wealth, LLC | History | New | 8,537 | 333 | 0.03% | — | 142 | +8,537 | New | Q2 2026 | Jul 07, 2026 |
| StoneX Group Inc. | History | Reduced | 8,400 | 329 | 0.01% | 0.02% | 143 | -3,700 | -30.58% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,238 | 323 | 0.0% | 0.0% | 144 | +1,317 | 19.03% | Q2 2026 | Jul 15, 2026 |
| AlphaStar Capital Management, LLC | History | New | 8,040 | 315 | 0.02% | — | 145 | +8,040 | New | Q2 2026 | Jul 30, 2026 |
| Diligent Investors, LLC | History | No change | 7,950 | 312 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,566 | 297 | 0.02% | 0.02% | 147 | +343 | 4.75% | Q2 2026 | Aug 12, 2026 |
| Sharper & Granite LLC | History | No change | 7,378 | 289 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | New | 7,246 | 284 | 0.0% | — | 149 | +7,246 | New | Q2 2026 | Aug 10, 2026 |
| Synergy Asset Management, LLC | History | Added to | 7,166 | 281 | 0.03% | 0.02% | 151 | +1,490 | 26.25% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,177 | 281 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Advisory Alpha, LLC | History | No change | 6,844 | 268 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | New | 6,623 | 260 | 0.01% | — | 153 | +6,623 | New | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 6,560 | 257 | 0.01% | 0.01% | 154 | -2,628 | -28.6% | Q2 2026 | Jul 17, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 6,517 | 255 | 0.13% | 0.17% | 155 | -2,361 | -26.59% | Q2 2026 | Sep 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,515 | 255 | 0.01% | 0.01% | 156 | +287 | 4.61% | Q2 2026 | Aug 11, 2026 |
| Advisors Capital Management, LLC | History | New | 6,274 | 246 | 0.0% | — | 157 | +6,274 | New | Q2 2026 | Aug 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,903 | 231 | 0.01% | 0.01% | 158 | -850 | -12.59% | Q2 2026 | Jul 28, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 5,795 | 227 | 0.08% | 0.08% | 159 | -190 | -3.17% | Q2 2026 | Jul 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,520 | 216 | 0.02% | — | 160 | +5,520 | New | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 5,440 | 213 | 0.05% | — | 161 | +5,440 | New | Q2 2026 | Jul 24, 2026 |
| Navis Wealth Advisors, LLC | History | New | 5,359 | 210 | 0.08% | — | 162 | +5,359 | New | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | New | 5,205 | 204 | 0.01% | — | 163 | +5,205 | New | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,197 | 204 | 0.0% | — | 164 | +5,197 | New | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | New | 5,122 | 201 | 0.0% | — | 166 | +5,122 | New | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 5,140 | 201 | 0.0% | 0.01% | 165 | -2,812 | -35.36% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,580 | 179 | 0.0% | 0.0% | 167 | +1,021 | 28.69% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,116 | 161 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,837 | 150 | 0.0% | 0.0% | 169 | +1,347 | 54.1% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 3,697 | 145 | 0.0% | — | 170 | +3,697 | New | Q2 2026 | Aug 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,691 | 144 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ASSETMARK, INC | History | Added to | 3,619 | 142 | 0.0% | 0.0% | 172 | +2,627 | 264.82% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,800 | 109 | 0.0% | 0.0% | 173 | +1,000 | 55.56% | Q2 2026 | Aug 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,600 | 102 | 0.05% | 0.01% | 174 | +2,073 | 393.36% | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,439 | 95 | 0.0% | — | 175 | +2,439 | New | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | New | 2,296 | 90 | 0.03% | — | 176 | +2,296 | New | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,675 | 65 | 0.04% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 1,630 | 64 | 0.04% | 0.06% | 178 | -1,834 | -52.94% | Q2 2026 | Jul 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 1,014 | 39 | 0.0% | — | 179 | +1,014 | New | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | New | 12,647 | 34 | 0.0% | — | 181 | +12,647 | New | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | New | 888 | 34 | 0.0% | — | 180 | +888 | New | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 479 | 18 | 0.0% | — | 183 | +479 | New | Q2 2026 | Aug 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 476 | 18 | 0.02% | 0.01% | 182 | +249 | 109.69% | Q2 2026 | Jul 29, 2026 |
| Benson Wealth Management INC | History | Reduced | 397 | 15 | 0.02% | 1.51% | 184 | -30,894 | -98.73% | Q2 2026 | Aug 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 182 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 110 | 4 | 0.0% | — | 187 | +110 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 104 | 4 | 0.0% | 0.0% | 186 | +4 | 4.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 50 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -659,235 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.11% | — | -300,904 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FOCUS Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 2.89% | — | -167,491 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 2.18% | — | -126,035 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,129 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,206 | -100.0% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,679 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -8,015 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.04% | — | -6,865 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q2 2026 | Aug 14, 2026 |