FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFR
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.
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| 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 | No change | 47,463,109 | 1,733,827 | 0.39% | 0.39% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 14,067,678 | 513,892 | 0.47% | 0.47% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,547,720 | 348,778 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 9,477,811 | 346,224 | 0.44% | 0.44% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,180,750 | 298,839 | 0.35% | 0.35% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,703,236 | 281,399 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 7,283,987 | 266,084 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,074,420 | 185,367 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,894,320 | 142,259 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,766,840 | 137,602 | 0.28% | 0.28% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,375,302 | 124,177 | 0.21% | 0.21% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 3,346,495 | 122,247 | 0.56% | 0.56% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,991,257 | 109,270 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,983,447 | 108,985 | 0.32% | 0.32% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,725,740 | 99,571 | 0.32% | 0.32% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,685,827 | 98,113 | 1.32% | 1.32% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Howard Capital Management, LLC | History | No change | 2,545,521 | 92,987 | 1.11% | 1.11% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 2,099,250 | 76,685 | 2.42% | 2.42% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,856,317 | 67,811 | 0.75% | 0.75% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Macro Advisors, Inc. | History | No change | 1,771,732 | 64,721 | 20.63% | 20.63% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthRock Partners, LLC | History | No change | 1,687,130 | 61,630 | 0.89% | 0.89% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,627,130 | 59,439 | 0.41% | 0.41% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 1,484,319 | 54,222 | 3.04% | 3.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,429,695 | 52,227 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,411,271 | 51,553 | 1.1% | 1.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinney Capital Management, LLC | History | No change | 1,331,602 | 48,643 | 19.17% | 19.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,216,069 | 44,423 | 0.29% | 0.29% | 27 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,160,700 | 42,400 | 0.25% | 0.25% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Legacy Financial Group LLC | History | No change | 1,077,400 | 39,357 | 4.43% | 4.43% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 1,040,780 | 38,019 | 5.98% | 5.98% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 995,937 | 36,381 | 1.38% | 1.38% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 993,876 | 36,306 | 0.78% | 0.78% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 935,346 | 34,168 | 2.09% | 2.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 931,941 | 34,043 | 2.2% | 2.2% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 919,740 | 33,598 | 0.34% | 0.34% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triad Wealth Partners, LLC | History | No change | 895,856 | 33,164 | 1.95% | 1.95% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 882,918 | 32,253 | 2.0% | 2.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 872,837 | 31,884 | 0.6% | 0.6% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 826,208 | 30,181 | 1.18% | 1.18% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 767,287 | 28,028 | 1.33% | 1.33% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Goldstone Financial Group, LLC | History | No change | 760,367 | 27,776 | 2.54% | 2.54% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 759,755 | 27,753 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 746,900 | 27,284 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 731,800 | 26,732 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | No change | 702,030 | 25,645 | 3.52% | 3.52% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | No change | 701,880 | 25,639 | 1.03% | 1.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 679,297 | 24,814 | 2.24% | 2.24% | 47 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 663,198 | 24,226 | 6.07% | 6.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 650,954 | 23,779 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symphony Financial Services, Inc. | History | No change | 613,484 | 22,410 | 10.07% | 10.07% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Holos Integrated Wealth LLC | History | No change | 610,376 | 22,336 | 10.43% | 10.43% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 602,632 | 22,014 | 0.21% | 0.21% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 575,955 | 21,039 | 11.79% | 11.79% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 568,550 | 20,769 | 0.79% | 0.79% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cooper Financial Group | History | Added to | 552,335 | 20,695 | 1.65% | 1.58% | 55 | +30,102 | 5.76% | Q3 2026 | Oct 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 552,106 | 20,168 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 550,364 | 20,104 | 0.59% | 0.59% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 549,627 | 20,077 | 0.29% | 0.29% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 548,284 | 20,028 | 0.4% | 0.4% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 539,708 | 19,715 | 0.31% | 0.31% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 522,021 | 19,069 | 0.2% | 0.2% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 506,640 | 18,507 | 10.31% | 10.31% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 494,781 | 18,074 | 0.96% | 0.96% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 491,874 | 17,968 | 9.73% | 9.73% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 489,588 | 17,884 | 8.14% | 8.14% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 481,156 | 17,576 | 0.19% | 0.19% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 471,997 | 17,241 | 3.72% | 3.72% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tidemark, LLC | History | No change | 470,162 | 17,175 | 3.87% | 3.87% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 470,034 | 17,170 | 0.22% | 0.22% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 463,059 | 16,915 | 11.06% | 11.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 456,298 | 16,668 | 0.58% | 0.58% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 439,583 | 16,057 | 0.95% | 0.95% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 429,389 | 15,685 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hobart Private Capital, LLC | History | No change | 426,520 | 15,580 | 2.67% | 2.67% | 74 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 426,004 | 15,562 | 0.25% | 0.25% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cooper Capital Advisors LLC | History | No change | 425,348 | 15,537 | 6.74% | 6.74% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Blueprint, LLC | History | No change | 415,886 | 15,192 | 0.76% | 0.76% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 410,276 | 14,987 | 0.14% | 0.14% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meridian Wealth Management, LLC | History | No change | 403,016 | 14,722 | 0.45% | 0.45% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key FInancial Inc | History | No change | 402,453 | 14,701 | 2.41% | 2.41% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 402,374 | 14,698 | 0.22% | 0.22% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PSI Advisors, LLC | History | No change | 402,049 | 14,686 | 3.41% | 3.41% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 401,583 | 14,669 | 0.68% | 0.68% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 398,020 | 14,539 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 409,382 | 14,440 | 0.24% | 0.24% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capasso Planning Partners LLC | History | No change | 385,702 | 14,089 | 7.03% | 7.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 379,241 | 13,853 | 2.81% | 2.81% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pallas Capital Advisors LLC | History | No change | 371,167 | 13,558 | 0.42% | 0.42% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 366,973 | 13,402 | 0.64% | 0.64% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 365,194 | 13,340 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 355,689 | 12,993 | 6.41% | 6.41% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 352,462 | 12,875 | 0.31% | 0.31% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPLAN Partners, LLC | History | No change | 348,808 | 12,741 | 2.44% | 2.44% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 346,091 | 12,642 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | No change | 345,093 | 12,606 | 0.32% | 0.32% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 344,983 | 12,602 | 0.15% | 0.15% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Schulz Wealth, LTD. | History | No change | 342,573 | 12,514 | 6.46% | 6.46% | 97 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HighPoint Advisor Group LLC | History | No change | 340,344 | 12,432 | 0.44% | 0.44% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 337,044 | 12,312 | 0.25% | 0.25% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SageGuard Financial Group, LLC | History | No change | 335,902 | 12,270 | 1.72% | 1.72% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | No change | 335,642 | 12,261 | 0.64% | 0.64% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 322,889 | 11,795 | 0.73% | 0.73% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 317,634 | 11,603 | 4.92% | 4.92% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 310,495 | 11,342 | 0.56% | 0.56% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triton Wealth Management, PLLC | History | No change | 296,795 | 10,853 | 3.33% | 3.33% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | No change | 296,853 | 10,844 | 0.35% | 0.35% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solitude Financial Services | History | No change | 291,131 | 10,635 | 2.94% | 2.94% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PMG Wealth Management, Inc. | History | No change | 279,745 | 10,219 | 6.32% | 6.32% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 267,801 | 10,034 | 2.83% | 2.7% | 109 | +7,641 | 2.94% | Q3 2026 | Oct 09, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 273,071 | 9,975 | 2.42% | 2.42% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 268,855 | 9,821 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 266,842 | 9,747 | 0.48% | 0.48% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 265,773 | 9,708 | 2.2% | 2.2% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seros Financial, LLC | History | No change | 265,438 | 9,696 | 5.05% | 5.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Opus Financial Solutions LLC | History | No change | 254,216 | 9,286 | 7.49% | 7.49% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 252,708 | 9,231 | 0.84% | 0.84% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 246,013 | 9,218 | 6.04% | 6.08% | 117 | -1,377 | -0.56% | Q3 2026 | Oct 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 251,333 | 9,181 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Madrona Financial Services, LLC | History | No change | 249,749 | 9,123 | 1.68% | 1.68% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 242,074 | 9,070 | 0.06% | 0.06% | 120 | +32,384 | 15.44% | Q3 2026 | Oct 08, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 247,491 | 9,040 | 3.87% | 3.87% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 242,631 | 8,863 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sun Financial Inc | History | No change | 236,154 | 8,815 | 4.16% | 4.16% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 239,321 | 8,742 | 3.33% | 3.33% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 238,294 | 8,704 | 0.52% | 0.52% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 237,989 | 8,693 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 234,211 | 8,556 | 0.33% | 0.33% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 232,928 | 8,508 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LeClair Wealth Partners LLC | History | No change | 231,275 | 8,448 | 4.38% | 4.38% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FreeGulliver LLC | History | No change | 228,879 | 8,360 | 2.95% | 2.95% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chris Bulman Inc | History | No change | 226,813 | 8,285 | 3.03% | 3.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 218,132 | 8,212 | 2.36% | 2.52% | 132 | -17,013 | -7.24% | Q3 2026 | Oct 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 218,155 | 7,969 | 2.4% | 2.4% | 133 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 217,969 | 7,962 | 1.78% | 1.78% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rubicon Advisors, GP | History | No change | 207,730 | 7,588 | 5.53% | 5.53% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 207,562 | 7,582 | 3.61% | 3.61% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 205,040 | 7,490 | 0.2% | 0.2% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management LLC | History | No change | 199,077 | 7,272 | 0.79% | 0.79% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 198,785 | 7,261 | 0.42% | 0.42% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Family Capital Management, Inc. | History | No change | 191,874 | 7,009 | 2.72% | 2.72% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Watch Advisors, INC | History | No change | 191,859 | 7,008 | 2.27% | 2.27% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 191,704 | 7,002 | 2.88% | 2.88% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverTree Advisors, LLC | History | No change | 190,548 | 6,960 | 4.11% | 4.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 189,236 | 6,890 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KPP Advisory Services LLC | History | No change | 182,730 | 6,675 | 0.84% | 0.84% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | No change | 180,355 | 6,588 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 179,840 | 6,569 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 179,303 | 6,549 | 1.32% | 1.32% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TSFG, LLC | History | No change | 176,680 | 6,454 | 0.81% | 0.81% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINTRA WEALTH, LLC | History | No change | 169,453 | 6,342 | 0.33% | 0.33% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 173,474 | 6,336 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Traction Financial Partners, LLC | History | No change | 173,349 | 6,332 | 3.36% | 3.36% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Andina Capital Management, LLC | History | No change | 172,767 | 6,311 | 10.19% | 10.19% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 172,105 | 6,286 | 2.91% | 2.91% | 154 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Simplicity Wealth,LLC | History | No change | 170,511 | 6,228 | 0.21% | 0.21% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 163,848 | 5,985 | 0.24% | 0.24% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 162,892 | 5,950 | 4.08% | 4.08% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 160,755 | 5,872 | 1.87% | 1.87% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keystone Wealth Services, LLC | History | No change | 149,548 | 5,462 | 1.01% | 1.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 148,029 | 5,407 | 0.3% | 0.3% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 147,346 | 5,382 | 0.18% | 0.18% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 146,548 | 5,353 | 0.14% | 0.14% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 143,415 | 5,238 | 2.03% | 2.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor Resource Council | History | No change | 141,641 | 5,195 | 1.47% | 1.47% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 141,016 | 5,151 | 4.32% | 4.32% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Advisors Inc. | History | No change | 140,616 | 5,136 | 0.88% | 0.88% | 166 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 140,539 | 5,133 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 139,831 | 5,108 | 0.14% | 0.14% | 168 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 137,211 | 5,012 | 1.56% | 1.56% | 169 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Wiser Advisor Group LLC | History | No change | 133,562 | 4,879 | 5.34% | 5.34% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 131,301 | 4,796 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 130,469 | 4,766 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 129,658 | 4,736 | 1.71% | 1.71% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 128,041 | 4,677 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 126,890 | 4,635 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 125,694 | 4,591 | 1.03% | 1.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mutual Advisors, LLC | History | No change | 123,639 | 4,516 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 122,980 | 4,492 | 0.21% | 0.21% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 118,220 | 4,429 | 0.29% | 0.28% | 179 | +1,283 | 1.1% | Q3 2026 | Oct 08, 2026 |
| Financial Guidance Group, Inc. | History | No change | 119,177 | 4,353 | 1.63% | 1.63% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 118,880 | 4,342 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Accel Wealth Management | History | No change | 117,011 | 4,274 | 0.96% | 0.96% | 182 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 116,566 | 4,258 | 2.15% | 2.15% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 114,888 | 4,196 | 0.38% | 0.38% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trilogy Capital Inc. | History | No change | 112,373 | 4,104 | 0.16% | 0.16% | 185 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 111,995 | 4,091 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 108,314 | 3,956 | 1.67% | 1.67% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 108,050 | 3,947 | 0.12% | 0.12% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harvest Investment Services, LLC | History | No change | 107,973 | 3,944 | 0.61% | 0.61% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 105,080 | 3,937 | 0.41% | 0.4% | 190 | -2,325 | -2.16% | Q3 2026 | Oct 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 107,381 | 3,921 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 105,778 | 3,864 | 0.39% | 0.39% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Five Pine Wealth Management | History | No change | 104,768 | 3,827 | 2.17% | 2.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 100,862 | 3,779 | 1.69% | 1.76% | 194 | -6,508 | -6.06% | Q3 2026 | Oct 01, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 103,178 | 3,769 | 0.36% | 0.36% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Denver PWM, LLC | History | No change | 99,896 | 3,739 | 1.22% | 1.22% | 196 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 101,577 | 3,710 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWF Advisory Services Inc. | History | No change | 100,263 | 3,662 | 0.34% | 0.34% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 99,052 | 3,616 | 0.22% | 0.22% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 98,646 | 3,603 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 97,866 | 3,575 | 0.24% | 0.24% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 95,944 | 3,573 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 97,275 | 3,553 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 96,561 | 3,527 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 93,449 | 3,417 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optivise Advisory Services LLC | History | No change | 91,982 | 3,360 | 1.71% | 1.71% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 91,596 | 3,346 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Falcon Wealth Planning | History | No change | 91,540 | 3,343 | 0.21% | 0.21% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 91,141 | 3,329 | 3.38% | 3.38% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Southland Equity Partners LLC | History | No change | 90,911 | 3,320 | 0.58% | 0.58% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 90,579 | 3,308 | 0.81% | 0.81% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 89,909 | 3,284 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 87,967 | 3,213 | 0.2% | 0.2% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prism Advisors, Inc. | History | Reduced | 83,984 | 3,175 | 0.8% | 0.78% | 214 | -4,038 | -4.59% | Q3 2026 | Oct 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 86,791 | 3,170 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 85,461 | 3,121 | 2.11% | 2.11% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nvest Financial, LLC | History | No change | 84,458 | 3,085 | 0.98% | 0.98% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | No change | 82,942 | 3,029 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 82,793 | 3,024 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 81,906 | 2,992 | 0.14% | 0.14% | 220 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 81,765 | 2,986 | 0.76% | 0.76% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 81,693 | 2,984 | 0.44% | 0.44% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 80,929 | 2,956 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 78,738 | 2,876 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 78,738 | 2,876 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SLT Holdings LLC | History | No change | 76,772 | 2,804 | 1.75% | 1.75% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Navalign, LLC | History | No change | 76,608 | 2,798 | 0.65% | 0.65% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 73,965 | 2,771 | 0.08% | 0.07% | 228 | +5,236 | 7.62% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 75,327 | 2,751 | 0.12% | 0.12% | 229 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 75,232 | 2,748 | 0.22% | 0.22% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 74,678 | 2,727 | 0.25% | 0.25% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compass Financial Services Inc | History | No change | 74,250 | 2,712 | 1.01% | 1.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Analysts, LLC | History | No change | 72,788 | 2,659 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 72,021 | 2,630 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 71,756 | 2,621 | 0.33% | 0.33% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 70,158 | 2,562 | 0.19% | 0.19% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ipsen Advisor Group LLC | History | No change | 69,457 | 2,537 | 1.63% | 1.63% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 67,000 | 2,522 | 1.03% | 1.1% | 238 | -8,123 | -10.81% | Q3 2026 | Oct 06, 2026 |
| Vise Technologies, Inc. | History | No change | 68,643 | 2,507 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 68,010 | 2,484 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 67,404 | 2,462 | 0.16% | 0.16% | 241 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 66,390 | 2,425 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 65,821 | 2,400 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maia Wealth LLC | History | No change | 65,672 | 2,398 | 0.35% | 0.35% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 64,318 | 2,349 | 1.21% | 1.21% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STEPHENS INC /AR/ | History | No change | 63,328 | 2,313 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 62,738 | 2,291 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 60,945 | 2,226 | 0.35% | 0.35% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 60,899 | 2,224 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 60,223 | 2,199 | 1.05% | 1.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 58,890 | 2,151 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | No change | 58,012 | 2,127 | 0.2% | 0.2% | 252 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PKS Advisory Services, LLC | History | No change | 57,241 | 2,091 | 0.33% | 0.33% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LVZ, Inc. | History | No change | 56,763 | 2,073 | 0.21% | 0.21% | 254 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Asset Allocation Strategies LLC | History | No change | 56,515 | 2,064 | 0.32% | 0.32% | 255 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 56,390 | 2,059 | 0.95% | 0.95% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 54,540 | 1,992 | 0.61% | 0.61% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 53,120 | 1,990 | 0.13% | 0.13% | 258 | -1,400 | -2.57% | Q3 2026 | Oct 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 53,704 | 1,961 | 0.09% | 0.09% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sovran Advisors, LLC | History | No change | 52,377 | 1,899 | 0.14% | 0.14% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 51,576 | 1,884 | 0.51% | 0.51% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | No change | 51,205 | 1,870 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 51,166 | 1,869 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 51,018 | 1,863 | 0.55% | 0.55% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Inspire Advisors, LLC | History | No change | 50,582 | 1,847 | 0.13% | 0.13% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prostatis Group LLC | History | No change | 50,290 | 1,837 | 0.43% | 0.43% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 50,200 | 1,833 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 50,031 | 1,827 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 49,547 | 1,809 | 0.3% | 0.3% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TrueWealth Advisors, LLC | History | No change | 48,188 | 1,805 | 0.41% | 0.4% | 270 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Independent Wealth Network Inc. | History | No change | 49,164 | 1,795 | 0.46% | 0.46% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 48,925 | 1,787 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forge Financial Services LLC | History | No change | 48,797 | 1,782 | 0.15% | 0.15% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 48,739 | 1,780 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everest Financial Group LLC | History | No change | 48,222 | 1,761 | 0.24% | 0.24% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Element Wealth, LLC | History | No change | 48,075 | 1,756 | 0.66% | 0.66% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 47,953 | 1,751 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Financial, LLC | History | No change | 47,375 | 1,730 | 0.2% | 0.2% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 47,275 | 1,726 | 5.8% | 5.8% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 47,072 | 1,719 | 0.08% | 0.08% | 280 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 47,050 | 1,718 | 0.16% | 0.16% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Wealth Partners | History | No change | 45,560 | 1,664 | 0.94% | 0.94% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 45,276 | 1,653 | 0.59% | 0.59% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Luken Investment Analytics, LLC | History | No change | 45,058 | 1,645 | 0.58% | 0.58% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 45,057 | 1,645 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 44,900 | 1,643 | 0.44% | 0.44% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 44,903 | 1,640 | 0.2% | 0.2% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 44,634 | 1,630 | 0.11% | 0.11% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 44,491 | 1,625 | 0.47% | 0.47% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 44,233 | 1,615 | 0.13% | 0.13% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VIMA LLC | History | No change | 44,152 | 1,612 | 1.57% | 1.57% | 291 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Balboa Wealth Partners | History | No change | 44,128 | 1,611 | 0.22% | 0.22% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 43,758 | 1,598 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 42,624 | 1,557 | 0.97% | 0.97% | 294 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 42,334 | 1,546 | 0.78% | 0.78% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 41,555 | 1,518 | 0.51% | 0.51% | 296 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 41,139 | 1,506 | 0.7% | 0.7% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 40,538 | 1,480 | 0.92% | 0.92% | 298 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 40,383 | 1,475 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 40,383 | 1,475 | 0.6% | 0.6% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |