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 | 4,369,686 | 114,791 | 0.03% | 0.03% | 1 | +376,256 | 9.42% | Q1 2026 | May 06, 2026 |
| Forge Financial Services LLC | History | Added to | 4,146,972 | 108,940 | 11.03% | 33.75% | 2 | +1,171,880 | 39.39% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,947,016 | 77,418 | 0.02% | 0.02% | 3 | -40,273 | -1.35% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,875,506 | 49,268 | 0.07% | 0.07% | 4 | +125,415 | 7.17% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,363,762 | 35,826 | 0.01% | 0.01% | 5 | +128,520 | 10.4% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,087,398 | 28,565 | 0.11% | 0.12% | 6 | +27,696 | 2.61% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 1,008,923 | 26,504 | 0.03% | 0.02% | 7 | +181,228 | 21.9% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 906,048 | 23,801 | 0.06% | 0.06% | 8 | +33,001 | 3.78% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 887,944 | 23,326 | 0.03% | 0.02% | 9 | +238,669 | 36.76% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 881,639 | 23,160 | 1.29% | 1.19% | 10 | +104,926 | 13.51% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 757,934 | 19,910 | 0.03% | 0.03% | 11 | +45,511 | 6.39% | Q1 2026 | Apr 27, 2026 |
| Rise Advisors, LLC | History | Added to | 699,118 | 18,407 | 6.49% | 6.21% | 12 | +42,728 | 6.51% | Q1 2026 | Apr 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 546,985 | 14,369 | 0.18% | 0.18% | 13 | -9,336 | -1.68% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 466,416 | 12,252 | 0.28% | 0.34% | 14 | -61,716 | -11.69% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 408,952 | 10,743 | 0.25% | 0.21% | 15 | +77,943 | 23.55% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 304,966 | 8,011 | 1.29% | 1.28% | 16 | +25,378 | 9.08% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 221,048 | 5,807 | 0.01% | 0.01% | 17 | +13,451 | 6.48% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 201,445 | 5,291 | 0.08% | 0.07% | 18 | +73,199 | 57.08% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 180,343 | 4,737 | 0.06% | 0.05% | 19 | +56,836 | 46.02% | Q1 2026 | May 12, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 155,554 | 4,087 | 2.97% | 2.84% | 20 | +12,555 | 8.78% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 115,390 | 3,031 | 0.01% | 0.01% | 21 | -42,442 | -26.89% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 112,027 | 2,942 | 0.15% | 0.11% | 22 | +34,596 | 44.68% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 110,558 | 2,904 | 0.01% | 0.01% | 23 | +8,741 | 8.59% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 106,673 | 2,819 | 0.01% | 0.01% | 24 | -75,941 | -41.59% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 95,535 | 2,509 | 0.11% | 0.12% | 25 | -3,809 | -3.83% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 84,094 | 2,296 | 0.04% | — | 26 | +84,094 | New | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 85,076 | 2,234 | 0.02% | 0.02% | 27 | +7,472 | 9.63% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 83,946 | 2,205 | 1.22% | 0.7% | 28 | +35,975 | 74.99% | Q1 2026 | Apr 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 80,694 | 2,119 | 0.63% | 0.56% | 29 | +10,972 | 15.74% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 80,612 | 2,117 | 0.02% | 0.02% | 30 | +1,951 | 2.48% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Reduced | 78,119 | 2,052 | 0.11% | 0.11% | 31 | -15,308 | -16.38% | Q1 2026 | May 14, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 76,337 | 2,005 | 0.7% | 0.88% | 32 | -9,270 | -10.83% | Q1 2026 | Apr 21, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 75,796 | 1,991 | 0.47% | 0.52% | 33 | -8,128 | -9.68% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 73,775 | 1,938 | 0.03% | 0.02% | 34 | +16,567 | 28.96% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 73,191 | 1,922 | 0.0% | 0.0% | 35 | -1,751 | -2.34% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 72,092 | 1,893 | 0.07% | 0.06% | 36 | -121 | -0.17% | Q1 2026 | May 15, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 71,259 | 1,871 | 0.69% | 0.63% | 37 | +5,319 | 8.07% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 66,543 | 1,748 | 0.01% | 0.01% | 38 | +3,658 | 5.82% | Q1 2026 | May 14, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 59,817 | 1,571 | 0.69% | 0.79% | 39 | -4,825 | -7.46% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 60,325 | 1,560 | 0.0% | — | 40 | +60,305 | 301525.0% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 55,832 | 1,466 | 0.02% | 0.02% | 41 | -7,372 | -11.66% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 53,231 | 1,398 | 0.09% | 0.12% | 42 | -14,953 | -21.93% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 51,566 | 1,368 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,016 | 1,366 | 0.0% | 0.0% | 44 | +33,182 | 176.18% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 50,496 | 1,326 | 0.05% | 0.06% | 45 | +31,175 | 161.35% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 49,327 | 1,295 | 0.24% | 0.24% | 46 | +2,092 | 4.43% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 47,026 | 1,235 | 0.26% | — | 47 | +47,026 | New | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 46,806 | 1,229 | 0.25% | 0.2% | 48 | +11,935 | 34.23% | Q1 2026 | May 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 46,019 | 1,208 | 0.38% | 0.3% | 49 | +9,304 | 25.34% | Q1 2026 | May 19, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 44,343 | 1,165 | 0.0% | 0.0% | 50 | +7,599 | 20.68% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 40,467 | 1,079 | 0.1% | 0.09% | 51 | +2,964 | 7.9% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,994 | 1,076 | 0.01% | 0.0% | 52 | +7,915 | 23.93% | Q1 2026 | May 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 40,882 | 1,073 | 0.28% | 0.3% | 53 | -238 | -0.58% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 40,304 | 1,058 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 39,112 | 1,027 | 0.02% | 0.01% | 55 | +17,246 | 78.87% | Q1 2026 | Apr 22, 2026 |
| Nvest Financial, LLC | History | No change | 36,298 | 953 | 0.36% | 0.4% | 56 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 35,683 | 937 | 0.13% | 0.54% | 57 | -114,659 | -76.27% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 34,913 | 917 | 0.29% | 0.29% | 58 | +150 | 0.43% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 33,921 | 891 | 0.02% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 32,336 | 849 | 0.03% | 0.02% | 60 | +13,276 | 69.65% | Q1 2026 | May 19, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 32,213 | 846 | 0.42% | 0.39% | 61 | +1,692 | 5.54% | Q1 2026 | May 07, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 30,929 | 812 | 0.21% | 0.19% | 62 | +5,429 | 21.29% | Q1 2026 | Apr 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 28,340 | 744 | 0.04% | 0.04% | 63 | +4,617 | 19.46% | Q1 2026 | Apr 30, 2026 |
| McKinney Capital Management, LLC | History | New | 27,160 | 713 | 0.61% | — | 64 | +27,160 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | No change | 26,924 | 707 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 25,510 | 670 | 0.01% | 0.01% | 66 | -2,806 | -9.91% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 23,800 | 625 | 0.0% | 0.0% | 67 | +14,600 | 158.7% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 22,165 | 595 | 0.03% | 0.03% | 68 | +601 | 2.79% | Q1 2026 | Apr 17, 2026 |
| GoalVest Advisory LLC | History | No change | 22,282 | 585 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Added to | 22,135 | 581 | 0.01% | 0.01% | 70 | +6,790 | 44.25% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,862 | 469 | 0.01% | 0.0% | 71 | +1,984 | 12.5% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 17,207 | 452 | 0.03% | 0.03% | 72 | +1,967 | 12.91% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,839 | 442 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 16,705 | 438 | 0.01% | — | 74 | +16,705 | New | Q1 2026 | Apr 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 15,918 | 418 | 0.05% | 0.05% | 75 | -557 | -3.38% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 15,866 | 416 | 0.01% | 0.01% | 76 | -250 | -1.55% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,598 | 413 | 0.0% | 0.0% | 77 | +86 | 0.55% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 14,686 | 389 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 14,000 | 367 | 0.09% | 0.1% | 79 | +2,500 | 21.74% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,485 | 354 | 0.0% | 0.0% | 80 | -10,479 | -43.73% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 13,455 | 353 | 0.12% | 0.13% | 81 | -1,373 | -9.26% | Q1 2026 | Apr 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,403 | 352 | 0.0% | 0.0% | 82 | +2,948 | 28.2% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,365 | 351 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Maridea Wealth Management LLC | History | No change | 13,350 | 350 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | No change | 12,603 | 348 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,200 | 346 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 13,111 | 344 | 0.04% | 0.04% | 87 | -180 | -1.35% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,916 | 339 | 0.0% | 0.01% | 88 | -510 | -3.8% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 12,542 | 329 | 0.14% | 0.05% | 89 | +7,187 | 134.21% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,443 | 326 | 0.01% | 0.01% | 90 | +583 | 4.92% | Q1 2026 | May 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 11,805 | 310 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 11,770 | 308 | 0.0% | 0.0% | 92 | -2,750 | -18.94% | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | No change | 11,545 | 303 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bison Wealth, LLC | History | Reduced | 10,442 | 288 | 0.03% | 0.03% | 94 | -36 | -0.34% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 10,537 | 276 | 0.0% | — | 95 | +10,537 | New | Q1 2026 | May 12, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 10,228 | 268 | 0.15% | 0.16% | 96 | +568 | 5.88% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,060 | 264 | 0.01% | 0.01% | 97 | -18 | -0.18% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,000 | 262 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | New | 9,920 | 260 | 0.11% | — | 100 | +9,920 | New | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,925 | 260 | 0.0% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 9,481 | 249 | 0.02% | — | 101 | +9,481 | New | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,214 | 242 | 0.0% | 0.01% | 102 | -657 | -6.66% | Q1 2026 | Apr 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 8,877 | 233 | 0.15% | — | 103 | +8,877 | New | Q1 2026 | Apr 10, 2026 |
| Sigma Planning Corp | History | Reduced | 8,368 | 219 | 0.01% | 0.01% | 104 | -10,443 | -55.52% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 7,700 | 202 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 7,456 | 195 | 0.17% | 0.12% | 106 | +2,364 | 46.43% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 6,785 | 178 | 0.0% | 0.0% | 107 | +3,552 | 109.87% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | No change | 6,576 | 172 | 0.24% | 0.19% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,336 | 140 | 0.01% | 0.01% | 109 | -2,145 | -28.67% | Q1 2026 | Apr 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 4,500 | 118 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,453 | 117 | 0.0% | 0.0% | 111 | +977 | 28.11% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3,985 | 104 | 0.06% | 0.06% | 112 | -325 | -7.54% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,200 | 84 | 0.0% | — | 113 | +3,200 | New | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,170 | 83 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | New | 2,370 | 62 | 0.18% | — | 115 | +2,370 | New | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | No change | 2,101 | 55 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,117 | 55 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,750 | 45 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,457 | 38 | 0.03% | — | 119 | +1,457 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 1,126 | 29 | 0.01% | — | 120 | +1,126 | New | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | New | 783 | 20 | 0.0% | — | 121 | +783 | New | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 617 | 16 | 0.01% | — | 122 | +617 | New | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | No change | 344 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 348 | 9 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 3.15% | — | -1,203,876 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -49,553 | -100.0% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,572 | -100.0% | Q1 2026 | May 11, 2026 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -18,572 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,855 | -100.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,700 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -8,412 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Apollon Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,556 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -3,698 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q1 2026 | May 07, 2026 |