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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | History | Added to | 516,655 | 18,248 | 4.42% | 4.65% | 1 | +26,452 | 5.4% | Q1 2026 | Apr 20, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 188,585 | 6,660 | 4.22% | 4.34% | 2 | -1,255 | -0.66% | Q1 2026 | Apr 20, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 167,491 | 5,915 | 2.89% | 2.94% | 3 | -8,532 | -4.85% | Q1 2026 | Apr 08, 2026 |
| Prism Advisors, Inc. | History | Added to | 166,188 | 5,869 | 1.57% | 1.36% | 4 | +23,340 | 16.34% | Q1 2026 | Apr 23, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 149,275 | 5,272 | 1.84% | 1.38% | 5 | +42,643 | 39.99% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 143,445 | 5,066 | 0.31% | 0.3% | 6 | +9,868 | 7.39% | Q1 2026 | Apr 13, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 117,411 | 4,146 | 1.67% | 1.71% | 7 | +895 | 0.77% | Q1 2026 | Apr 23, 2026 |
| Accel Wealth Management | History | New | 79,448 | 2,806 | 0.73% | — | 8 | +79,448 | New | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 76,895 | 2,716 | 0.01% | 0.0% | 9 | +17,135 | 28.67% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 76,322 | 2,695 | 0.05% | 0.05% | 10 | +545 | 0.72% | Q1 2026 | Apr 14, 2026 |
| Midwest Financial Group LLC | History | Added to | 72,932 | 2,575 | 1.1% | 1.15% | 11 | +370 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 62,663 | 2,213 | 0.04% | 0.03% | 12 | +12,492 | 24.9% | Q1 2026 | Apr 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 58,338 | 2,060 | 0.3% | 0.26% | 13 | +9,127 | 18.55% | Q1 2026 | Apr 21, 2026 |
| Ignite Planners, LLC | History | No change | 46,728 | 1,650 | 0.25% | 0.26% | 14 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Added to | 42,232 | 1,491 | 0.02% | 0.01% | 15 | +25,500 | 152.4% | Q1 2026 | Apr 16, 2026 |
| SLT Holdings LLC | History | Reduced | 40,807 | 1,441 | 0.97% | 1.24% | 16 | -12,784 | -23.85% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 39,587 | 1,398 | 0.02% | 0.01% | 17 | +20,126 | 103.42% | Q1 2026 | Apr 23, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 31,156 | 1,172 | 1.3% | 1.5% | 18 | -13,033 | -29.49% | Q1 2026 | Apr 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 30,071 | 1,062 | 0.05% | 0.06% | 19 | +150 | 0.5% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,965 | 917 | 0.01% | 0.01% | 20 | +1,000 | 4.01% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 25,678 | 906 | 0.02% | 0.01% | 21 | +12,872 | 100.52% | Q1 2026 | Apr 17, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 18,081 | 638 | 0.39% | 0.84% | 22 | -22,388 | -55.32% | Q1 2026 | Apr 15, 2026 |
| Chris Bulman Inc | History | Added to | 17,699 | 625 | 0.27% | 0.28% | 23 | +281 | 1.61% | Q1 2026 | Apr 13, 2026 |
| LexAurum Advisors, LLC | History | New | 17,048 | 602 | 0.08% | — | 24 | +17,048 | New | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Added to | 16,879 | 596 | 0.01% | 0.01% | 25 | +1,270 | 8.14% | Q1 2026 | Apr 13, 2026 |
| NOVEM GROUP | History | Added to | 16,875 | 596 | 0.07% | 0.07% | 26 | +825 | 5.14% | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,880 | 490 | 0.0% | 0.0% | 27 | -2 | -0.01% | Q1 2026 | Apr 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 13,777 | 486 | 0.18% | 0.17% | 28 | -68 | -0.49% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 13,229 | 467 | 0.15% | 0.16% | 29 | -55 | -0.41% | Q1 2026 | Apr 09, 2026 |
| MATAURO, LLC | History | Reduced | 10,206 | 360 | 0.05% | 0.06% | 30 | -1,612 | -13.64% | Q1 2026 | Apr 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,148 | 358 | 0.01% | 0.01% | 31 | -1,229 | -10.8% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,679 | 342 | 0.01% | 0.01% | 32 | +1,295 | 15.45% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 8,625 | 315 | 0.04% | 0.04% | 33 | -505 | -5.53% | Q1 2026 | Apr 22, 2026 |
| Balboa Wealth Partners | History | No change | 8,578 | 302 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Diligent Investors, LLC | History | No change | 7,950 | 280 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | New | 7,721 | 272 | 0.02% | — | 36 | +7,721 | New | Q1 2026 | Apr 08, 2026 |
| Sharper & Granite LLC | History | No change | 7,378 | 260 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,921 | 245 | 0.0% | 0.0% | 38 | -12,387 | -64.15% | Q1 2026 | Apr 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 6,753 | 238 | 0.01% | 0.01% | 39 | +114 | 1.72% | Q1 2026 | Apr 20, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 5,985 | 211 | 0.08% | 0.09% | 40 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,116 | 145 | 0.01% | 0.01% | 41 | +275 | 7.16% | Q1 2026 | Apr 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 527 | 18 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,544,084 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.06% | — | -1,414,102 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,022,327 | -100.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -991,273 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -823,731 | -100.0% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -668,794 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -644,900 | -100.0% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -597,848 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -535,406 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -458,830 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 4.18% | — | -405,874 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -389,992 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.28% | — | -381,239 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -335,979 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.12% | — | -294,010 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -285,021 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -279,329 | -100.0% | Q4 2025 | Jan 28, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 6.36% | — | -279,299 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -275,076 | -100.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -233,914 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Seros Financial, LLC | History | Closed out | 0 | 0 | — | 4.73% | — | -224,867 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -206,705 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -203,140 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -199,898 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 2.47% | — | -172,301 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 2.76% | — | -160,801 | -100.0% | Q4 2025 | Feb 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 3.05% | — | -152,662 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Pitti Group Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.98% | — | -134,928 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -124,223 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -121,597 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -117,236 | -100.0% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -116,970 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -115,230 | -100.0% | Q4 2025 | Feb 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 1.13% | — | -113,352 | -100.0% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -111,430 | -100.0% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -101,981 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Triton Wealth Management, PLLC | History | Closed out | 0 | 0 | — | 1.35% | — | -100,292 | -100.0% | Q4 2025 | Feb 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -98,327 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Ergawealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.56% | — | -94,827 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -90,880 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Goldenstone Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.43% | — | -90,547 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -79,340 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -78,927 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -72,949 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Prasad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -72,225 | -100.0% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -62,297 | -100.0% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -55,460 | -100.0% | Q4 2025 | Feb 10, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -51,995 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,247 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -49,081 | -100.0% | Q4 2025 | Feb 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -47,706 | -100.0% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -45,031 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Rubicon Advisors, GP | History | Closed out | 0 | 0 | — | 1.39% | — | -41,909 | -100.0% | Q4 2025 | Mar 09, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -41,421 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -39,255 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Ipsen Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -35,853 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Claris Financial LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -32,380 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,836 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -27,245 | -100.0% | Q4 2025 | Apr 02, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -25,890 | -100.0% | Q4 2025 | Feb 13, 2026 |
| PCG Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -25,395 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Tradition Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,180 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -24,910 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -23,559 | -100.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -23,538 | -100.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,055 | -100.0% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -21,434 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -18,596 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -17,382 | -100.0% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -17,125 | -100.0% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,004 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ODonnell Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -16,744 | -100.0% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -16,486 | -100.0% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,992 | -100.0% | Q4 2025 | Feb 19, 2026 |
| HFG Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -15,928 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,585 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,151 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.18% | — | -13,883 | -100.0% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,585 | -100.0% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,911 | -100.0% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,775 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Prosperity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -11,593 | -100.0% | Q4 2025 | Mar 27, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.04% | — | -11,557 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,128 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Symphony Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -11,043 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,000 | -100.0% | Q4 2025 | Apr 07, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,922 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,388 | -100.0% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,344 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -10,006 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,887 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.12% | — | -9,350 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -8,562 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,499 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,459 | -100.0% | Q4 2025 | Feb 09, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,347 | -100.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,276 | -100.0% | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,928 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -7,800 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,563 | -100.0% | Q4 2025 | Feb 18, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,476 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,877 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,853 | -100.0% | Q4 2025 | Jan 13, 2026 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.04% | — | -5,621 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,697 | -100.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,691 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,559 | -100.0% | Q4 2025 | Mar 16, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,356 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,843 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,675 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,553 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,043 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -992 | -100.0% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -980 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.03% | — | -710 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -227 | -100.0% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q4 2025 | Feb 11, 2026 |