FIRST TRUST EXCHANGE-TRADED FUND VIII - BUFZ
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 | 4,630,172 | 129,320 | 0.03% | 0.03% | 1 | +260,486 | 5.96% | Q2 2026 | Aug 07, 2026 |
| Forge Financial Services LLC | History | Added to | 4,256,825 | 118,893 | 10.24% | 11.03% | 2 | +109,853 | 2.65% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,878,407 | 108,323 | 0.03% | 0.02% | 3 | +931,391 | 31.6% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,553,382 | 43,385 | 0.05% | 0.07% | 4 | -322,124 | -17.18% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,361,973 | 38,039 | 0.01% | 0.01% | 5 | -1,789 | -0.13% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 1,111,417 | 31,041 | 0.03% | 0.03% | 6 | +102,494 | 10.16% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,086,392 | 30,342 | 0.1% | 0.11% | 7 | -1,006 | -0.09% | Q2 2026 | Jul 28, 2026 |
| Jacobi Capital Management LLC | History | Added to | 943,844 | 26,361 | 1.29% | 1.29% | 8 | +62,205 | 7.06% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 905,535 | 25,291 | 0.03% | 0.03% | 9 | +17,591 | 1.98% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 856,887 | 23,932 | 0.03% | 0.03% | 10 | +98,953 | 13.06% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 906,048 | 23,801 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rise Advisors, LLC | History | Added to | 706,069 | 19,720 | 5.55% | 6.49% | 12 | +6,951 | 0.99% | Q2 2026 | Jul 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 660,799 | 18,456 | 0.2% | 0.18% | 13 | +113,814 | 20.81% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 485,389 | 13,556 | 0.28% | 0.28% | 14 | +18,973 | 4.07% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 431,458 | 12,050 | 0.26% | 0.25% | 15 | +22,506 | 5.5% | Q2 2026 | Aug 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 425,045 | 11,922 | 1.48% | — | 16 | +425,045 | New | Q2 2026 | Jul 24, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 289,497 | 8,085 | 3.97% | 3.88% | 17 | +15,276 | 5.57% | Q2 2026 | Sep 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 238,562 | 6,663 | 0.08% | 0.06% | 18 | +58,219 | 32.28% | Q2 2026 | Aug 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 212,660 | 5,939 | 0.08% | 0.08% | 19 | +11,215 | 5.57% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 207,503 | 5,825 | 0.01% | 0.01% | 20 | +100,830 | 94.52% | Q2 2026 | Jul 15, 2026 |
| BOS Asset Management, LLC | History | New | 189,273 | 5,286 | 1.23% | — | 21 | +189,273 | New | Q2 2026 | Jul 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 170,429 | 4,760 | 1.51% | 1.29% | 22 | -134,537 | -44.12% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 165,122 | 4,611 | 0.21% | 0.15% | 23 | +53,095 | 47.39% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 160,860 | 4,492 | 0.01% | 0.01% | 24 | +45,470 | 39.41% | Q2 2026 | Aug 07, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 151,750 | 4,238 | 2.77% | 2.97% | 25 | -3,804 | -2.45% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | New | 131,644 | 3,676 | 0.04% | — | 26 | +131,644 | New | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | New | 126,879 | 3,546 | 0.06% | — | 28 | +126,879 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 126,879 | 3,546 | 0.06% | 0.04% | 27 | +42,785 | 50.88% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 118,096 | 3,298 | 0.02% | 0.01% | 29 | +7,538 | 6.82% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 113,051 | 3,157 | 0.02% | 0.02% | 30 | +27,975 | 32.88% | Q2 2026 | Sep 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 100,507 | 2,807 | 0.04% | 0.03% | 31 | +26,732 | 36.23% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 98,870 | 2,761 | 0.04% | — | 32 | +98,870 | New | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | Added to | 92,585 | 2,585 | 0.1% | 0.11% | 33 | +14,466 | 18.52% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 91,644 | 2,559 | 0.03% | 0.02% | 34 | +11,032 | 13.69% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 91,357 | 2,551 | 0.67% | 0.63% | 35 | +10,663 | 13.21% | Q2 2026 | Jul 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 90,584 | 2,530 | 0.1% | 0.11% | 36 | -4,951 | -5.18% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 83,946 | 2,344 | 1.08% | 1.22% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 78,573 | 2,194 | 0.22% | — | 38 | +78,573 | New | Q2 2026 | Aug 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 74,601 | 2,083 | 0.46% | 0.47% | 39 | -1,195 | -1.58% | Q2 2026 | Jul 27, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 73,642 | 2,056 | 0.62% | 0.7% | 40 | -2,695 | -3.53% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 71,750 | 2,003 | 0.0% | 0.0% | 41 | -1,441 | -1.97% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 69,777 | 1,948 | 0.06% | 0.07% | 42 | -2,315 | -3.21% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 65,704 | 1,835 | 0.01% | 0.01% | 43 | -839 | -1.26% | Q2 2026 | Aug 14, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 63,174 | 1,764 | 0.55% | 0.69% | 44 | -8,085 | -11.35% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 58,273 | 1,627 | 0.05% | 0.03% | 45 | +25,937 | 80.21% | Q2 2026 | Aug 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 53,247 | 1,487 | 0.39% | 0.38% | 46 | +7,228 | 15.71% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | New | 52,807 | 1,474 | 0.69% | — | 47 | +52,807 | New | Q2 2026 | Jul 15, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 52,346 | 1,462 | 0.57% | 0.69% | 48 | -7,471 | -12.49% | Q2 2026 | Aug 07, 2026 |
| Harvest Investment Services, LLC | History | Added to | 51,085 | 1,426 | 0.22% | 0.24% | 49 | +1,758 | 3.56% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 53,231 | 1,398 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 48,875 | 1,365 | 0.01% | 0.02% | 51 | -6,957 | -12.46% | Q2 2026 | Jul 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 48,282 | 1,348 | 0.26% | 0.25% | 52 | +1,476 | 3.15% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 48,058 | 1,342 | 0.01% | 0.01% | 53 | +7,064 | 17.23% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,172 | 1,317 | 0.0% | 0.0% | 54 | +6,868 | 17.04% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 46,148 | 1,288 | 0.36% | 0.29% | 55 | +11,235 | 32.18% | Q2 2026 | Aug 12, 2026 |
| Hopwood Nicholas Hunter | History | No change | 46,122 | 1,288 | 0.35% | 0.39% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 45,719 | 1,276 | 0.02% | 0.02% | 57 | +6,607 | 16.89% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 45,227 | 1,263 | 0.0% | 0.0% | 58 | +884 | 1.99% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 40,632 | 1,134 | 0.02% | 0.01% | 59 | +28,189 | 226.55% | Q2 2026 | Aug 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 40,365 | 1,127 | 0.21% | 0.21% | 60 | +9,436 | 30.51% | Q2 2026 | Jul 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 39,757 | 1,110 | 0.25% | 0.28% | 61 | -1,125 | -2.75% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 39,145 | 1,093 | 0.09% | 0.1% | 62 | -1,322 | -3.27% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 37,079 | 1,035 | 0.02% | — | 63 | +37,079 | New | Q2 2026 | Aug 14, 2026 |
| Nvest Financial, LLC | History | No change | 36,298 | 1,013 | 0.32% | 0.36% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | Added to | 35,363 | 988 | 0.02% | 0.02% | 65 | +1,442 | 4.25% | Q2 2026 | Aug 05, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 34,670 | 968 | 0.59% | 0.15% | 66 | +25,793 | 290.56% | Q2 2026 | Jul 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 34,405 | 960 | 0.05% | — | 67 | +34,405 | New | Q2 2026 | Jul 23, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 33,611 | 938 | 0.4% | — | 68 | +33,611 | New | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 33,340 | 931 | 0.0% | — | 70 | +33,340 | New | Q2 2026 | Sep 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 33,361 | 931 | 0.38% | 0.42% | 69 | +1,148 | 3.56% | Q2 2026 | Aug 13, 2026 |
| PKS Advisory Services, LLC | History | New | 32,029 | 894 | 0.14% | — | 71 | +32,029 | New | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 31,396 | 876 | 0.02% | 0.01% | 72 | +9,261 | 41.84% | Q2 2026 | Jul 20, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 30,694 | 857 | 0.11% | 0.13% | 73 | -4,989 | -13.98% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | New | 30,136 | 841 | 0.01% | — | 74 | +30,136 | New | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 29,019 | 810 | 0.02% | 0.01% | 75 | +20,651 | 246.79% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 28,842 | 805 | 0.03% | 0.04% | 76 | +502 | 1.77% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | Added to | 28,070 | 783 | 0.01% | 0.0% | 77 | +25,969 | 1236.03% | Q2 2026 | Aug 10, 2026 |
| McKinney Capital Management, LLC | History | Added to | 27,373 | 764 | 0.3% | 0.61% | 78 | +213 | 0.78% | Q2 2026 | Aug 05, 2026 |
| Kestra Investment Management, LLC | History | New | 27,207 | 759 | 0.01% | — | 79 | +27,207 | New | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 26,924 | 751 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GoalVest Advisory LLC | History | Added to | 26,026 | 726 | 0.13% | 0.11% | 81 | +3,744 | 16.8% | Q2 2026 | Jul 08, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 25,895 | 723 | 0.04% | 0.05% | 82 | -24,601 | -48.72% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 25,510 | 712 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Added to | 24,750 | 691 | 0.0% | 0.0% | 84 | +950 | 3.99% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 22,698 | 633 | 0.16% | 0.17% | 85 | +1,258 | 5.87% | Q2 2026 | Aug 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 22,657 | 632 | 0.03% | 0.03% | 86 | +492 | 2.22% | Q2 2026 | Jul 31, 2026 |
| Trilogy Capital Inc. | History | New | 20,166 | 563 | 0.02% | — | 87 | +20,166 | New | Q2 2026 | Jul 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 19,574 | 546 | 0.02% | 0.01% | 88 | +9,514 | 94.57% | Q2 2026 | Jul 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 18,872 | 527 | 0.01% | 0.01% | 89 | +3,006 | 18.95% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,636 | 491 | 0.0% | 0.0% | 90 | -42,689 | -70.77% | Q2 2026 | Aug 12, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 17,276 | 482 | 0.3% | 0.15% | 91 | +7,048 | 68.91% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 17,043 | 476 | 0.03% | 0.03% | 92 | -164 | -0.95% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,839 | 470 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 16,812 | 469 | 0.0% | 0.01% | 94 | -1,050 | -5.88% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 16,705 | 466 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 15,484 | 432 | 0.05% | 0.05% | 96 | +2,134 | 15.99% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 14,700 | 410 | 0.01% | — | 97 | +14,700 | New | Q2 2026 | Jul 21, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 14,000 | 391 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,946 | 389 | 0.0% | 0.0% | 99 | +1,030 | 7.97% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 12,975 | 362 | 0.0% | 0.0% | 100 | -390 | -2.92% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,900 | 360 | 0.01% | 0.0% | 101 | +2,975 | 29.97% | Q2 2026 | Aug 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 12,603 | 356 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 12,695 | 354 | 0.02% | 0.02% | 103 | +3,214 | 33.9% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,487 | 348 | 0.0% | 0.0% | 104 | -916 | -6.83% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 12,375 | 345 | 0.1% | 0.12% | 105 | -1,080 | -8.03% | Q2 2026 | Jul 24, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 11,805 | 329 | 0.08% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,770 | 328 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 11,545 | 322 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 11,282 | 315 | 0.03% | 0.04% | 109 | -1,829 | -13.95% | Q2 2026 | Jul 16, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 10,750 | 300 | 0.01% | — | 110 | +10,750 | New | Q2 2026 | Aug 05, 2026 |
| MBE Wealth Management, LLC | History | New | 10,593 | 295 | 0.1% | — | 111 | +10,593 | New | Q2 2026 | Jul 24, 2026 |
| Bison Wealth, LLC | History | No change | 10,442 | 292 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 10,200 | 284 | 0.01% | 0.01% | 113 | -3,000 | -22.73% | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 10,106 | 282 | 0.09% | 0.14% | 114 | -2,436 | -19.42% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,000 | 279 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 9,931 | 277 | 0.0% | — | 116 | +9,931 | New | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | New | 9,927 | 277 | 0.0% | — | 117 | +9,927 | New | Q2 2026 | Jul 24, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 9,501 | 265 | 0.08% | — | 118 | +9,501 | New | Q2 2026 | Jul 16, 2026 |
| Commonwealth Financial Services, LLC | History | New | 9,445 | 263 | 0.04% | — | 119 | +9,445 | New | Q2 2026 | Jul 15, 2026 |
| AlphaStar Capital Management, LLC | History | New | 9,073 | 253 | 0.02% | — | 120 | +9,073 | New | Q2 2026 | Jul 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 8,998 | 251 | 0.0% | 0.0% | 121 | -216 | -2.34% | Q2 2026 | Jul 09, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 8,679 | 242 | 0.19% | 0.17% | 122 | +1,223 | 16.4% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 8,659 | 241 | 0.0% | 0.0% | 123 | -6,939 | -44.49% | Q2 2026 | Aug 17, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 7,700 | 215 | 0.01% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Financial, LLC | History | New | 7,556 | 211 | 0.02% | — | 125 | +7,556 | New | Q2 2026 | Jul 22, 2026 |
| Strategic Blueprint, LLC | History | New | 7,207 | 201 | 0.01% | — | 126 | +7,207 | New | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 6,785 | 189 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Benson Wealth Management INC | History | No change | 6,576 | 183 | 0.18% | 0.24% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 5,336 | 149 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMG Wealth Management, Inc. | History | No change | 4,500 | 125 | 0.07% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,453 | 124 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,283 | 119 | 0.0% | 0.0% | 132 | +1,113 | 35.11% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3,514 | 98 | 0.04% | 0.06% | 133 | -471 | -11.82% | Q2 2026 | Jul 30, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 3,250 | 90 | 0.04% | 0.02% | 134 | +1,500 | 85.71% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | Added to | 3,207 | 89 | 0.0% | 0.18% | 135 | +837 | 35.32% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,200 | 89 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,104 | 86 | 0.0% | 0.0% | 137 | +2,760 | 802.33% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 2,988 | 83 | 0.05% | 0.04% | 138 | +871 | 41.14% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | New | 1,500 | 41 | 0.02% | — | 139 | +1,500 | New | Q2 2026 | Jul 01, 2026 |
| Rossby Financial, LCC | History | No change | 1,126 | 31 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VIMA LLC | History | New | 366 | 10 | 0.01% | — | 141 | +366 | New | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | New | 258 | 7 | 0.0% | — | 142 | +258 | New | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | Reduced | 180 | 5 | 0.0% | 0.0% | 143 | -603 | -77.01% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | New | 1,277,163 | 0 | — | — | — | +1,277,163 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -221,048 | -100.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -52,016 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -47,026 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,918 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,485 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -10,537 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,920 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,457 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -617 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q2 2026 | Aug 13, 2026 |