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 | No change | 4,630,172 | 129,320 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forge Financial Services LLC | History | No change | 4,256,825 | 118,893 | 10.24% | 10.24% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,878,407 | 108,323 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,553,382 | 43,385 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,361,973 | 38,039 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,204,116 | 34,363 | 0.1% | 0.1% | 6 | +117,724 | 10.84% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 1,111,417 | 31,041 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 943,844 | 26,361 | 1.29% | 1.29% | 8 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 884,287 | 25,235 | 0.03% | 0.03% | 9 | -21,248 | -2.35% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 871,369 | 24,867 | 0.03% | 0.03% | 10 | +14,482 | 1.69% | Q3 2026 | Oct 30, 2026 |
| Rise Advisors, LLC | History | Reduced | 704,371 | 20,101 | 5.67% | 5.55% | 11 | -1,698 | -0.24% | Q3 2026 | Oct 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 638,738 | 18,228 | 0.19% | 0.2% | 12 | -22,061 | -3.34% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 485,389 | 13,556 | 0.28% | 0.28% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 431,458 | 12,050 | 0.26% | 0.26% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 413,644 | 11,804 | 1.41% | 1.48% | 15 | -11,401 | -2.68% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 307,836 | 8,785 | 0.02% | — | 16 | +307,836 | New | Q3 2026 | Nov 02, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 304,382 | 8,686 | 4.29% | 3.97% | 17 | +14,885 | 5.14% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 258,427 | 7,427 | 0.01% | 0.01% | 18 | +50,924 | 24.54% | Q3 2026 | Oct 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 238,562 | 6,663 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 212,660 | 5,939 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOS Asset Management, LLC | History | Added to | 203,414 | 5,805 | 1.36% | 1.23% | 21 | +14,141 | 7.47% | Q3 2026 | Oct 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 190,780 | 5,477 | 0.25% | 0.21% | 22 | +25,658 | 15.54% | Q3 2026 | Oct 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 187,136 | 5,340 | 1.69% | 1.51% | 23 | +16,707 | 9.8% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 160,860 | 4,492 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 153,710 | 4,386 | 2.75% | 2.77% | 25 | +1,960 | 1.29% | Q3 2026 | Nov 04, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 131,698 | 3,787 | 0.06% | 0.06% | 26 | +4,819 | 3.8% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 131,698 | 3,787 | 0.06% | 0.06% | 27 | +4,819 | 3.8% | Q3 2026 | Oct 20, 2026 |
| Summit Financial, LLC | History | No change | 131,644 | 3,676 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 116,732 | 3,326 | 0.04% | 0.04% | 29 | +16,225 | 16.14% | Q3 2026 | Nov 04, 2026 |
| Private Advisor Group, LLC | History | No change | 118,096 | 3,298 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 113,051 | 3,157 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Brookstone Capital Management | History | Added to | 101,082 | 2,884 | 0.03% | 0.03% | 32 | +9,438 | 10.3% | Q3 2026 | Oct 22, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 97,913 | 2,794 | 0.75% | 0.67% | 33 | +6,556 | 7.18% | Q3 2026 | Oct 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 98,870 | 2,761 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | Reduced | 89,814 | 2,563 | 0.09% | 0.1% | 35 | -2,771 | -2.99% | Q3 2026 | Nov 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 87,642 | 2,501 | 1.15% | 1.08% | 36 | +3,696 | 4.4% | Q3 2026 | Oct 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 84,516 | 2,411 | 0.09% | 0.1% | 37 | -6,068 | -6.7% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 78,573 | 2,194 | 0.22% | 0.22% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 72,072 | 2,056 | 0.45% | 0.46% | 39 | -2,529 | -3.39% | Q3 2026 | Oct 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 71,750 | 2,003 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 68,278 | 1,948 | 0.57% | 0.62% | 42 | -5,364 | -7.28% | Q3 2026 | Oct 19, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 69,777 | 1,948 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 65,704 | 1,835 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 58,273 | 1,627 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 55,637 | 1,572 | 0.04% | 0.02% | 45 | +26,618 | 91.73% | Q3 2026 | Oct 23, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 54,602 | 1,558 | 0.48% | 0.39% | 46 | +1,355 | 2.54% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54,435 | 1,553 | 0.01% | 0.0% | 47 | +51,235 | 1601.09% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 53,217 | 1,518 | 0.7% | 0.69% | 48 | +410 | 0.78% | Q3 2026 | Oct 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 51,935 | 1,482 | 0.02% | 0.02% | 49 | +6,216 | 13.6% | Q3 2026 | Oct 23, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 50,960 | 1,454 | 0.3% | 0.26% | 50 | +2,678 | 5.55% | Q3 2026 | Oct 21, 2026 |
| Harvest Investment Services, LLC | History | No change | 51,085 | 1,426 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 49,500 | 1,412 | 0.56% | 0.57% | 52 | -2,846 | -5.44% | Q3 2026 | Oct 21, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 47,642 | 1,359 | 0.4% | 0.55% | 53 | -15,532 | -24.59% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 48,058 | 1,342 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 47,172 | 1,317 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 46,148 | 1,288 | 0.36% | 0.36% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hopwood Nicholas Hunter | History | No change | 46,122 | 1,288 | 0.35% | 0.35% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 45,227 | 1,263 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 42,520 | 1,213 | 0.22% | 0.21% | 59 | +2,155 | 5.34% | Q3 2026 | Oct 20, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 39,743 | 1,134 | 0.5% | 0.4% | 61 | +6,132 | 18.24% | Q3 2026 | Nov 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 40,632 | 1,134 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 37,079 | 1,035 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 35,887 | 1,024 | 0.01% | 0.01% | 63 | -12,988 | -26.57% | Q3 2026 | Oct 15, 2026 |
| Nvest Financial, LLC | History | No change | 36,298 | 1,013 | 0.32% | 0.32% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 35,346 | 1,008 | 0.65% | 0.59% | 65 | +676 | 1.95% | Q3 2026 | Oct 07, 2026 |
| IFP Advisors, Inc | History | Added to | 34,906 | 996 | 0.02% | 0.02% | 66 | +3,510 | 11.18% | Q3 2026 | Oct 16, 2026 |
| Capital Analysts, LLC | History | No change | 35,363 | 988 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 34,221 | 976 | 0.08% | 0.09% | 68 | -4,924 | -12.58% | Q3 2026 | Oct 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 34,405 | 960 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 33,055 | 943 | 0.03% | 0.03% | 70 | +4,213 | 14.61% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 33,340 | 931 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 33,361 | 931 | 0.38% | 0.38% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 31,769 | 906 | 0.16% | 0.13% | 73 | +5,743 | 22.07% | Q3 2026 | Oct 02, 2026 |
| PKS Advisory Services, LLC | History | No change | 32,029 | 894 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 30,694 | 857 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 30,136 | 841 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 28,070 | 783 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McKinney Capital Management, LLC | History | No change | 27,373 | 764 | 0.3% | 0.3% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 26,924 | 751 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 25,895 | 723 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 24,827 | 708 | 0.01% | 0.01% | 81 | +5,955 | 31.55% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 24,750 | 691 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 23,762 | 678 | 0.01% | 0.01% | 83 | -1,748 | -6.85% | Q3 2026 | Oct 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 22,657 | 646 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 21,788 | 621 | 0.15% | 0.16% | 85 | -910 | -4.01% | Q3 2026 | Oct 29, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 21,500 | 613 | 0.15% | 0.09% | 86 | +7,500 | 53.57% | Q3 2026 | Nov 03, 2026 |
| Trilogy Capital Inc. | History | No change | 20,166 | 575 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 19,848 | 566 | 0.03% | 0.03% | 88 | +2,805 | 16.46% | Q3 2026 | Oct 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 19,380 | 553 | 0.02% | 0.02% | 89 | -194 | -0.99% | Q3 2026 | Oct 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 17,284 | 493 | 0.01% | 0.01% | 90 | +579 | 3.47% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,636 | 491 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| National Wealth Management Group, LLC | History | New | 16,613 | 474 | 0.14% | — | 92 | +16,613 | New | Q3 2026 | Oct 26, 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 | No change | 16,812 | 469 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maridea Wealth Management LLC | History | No change | 15,484 | 432 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MBE Wealth Management, LLC | History | Added to | 15,081 | 430 | 0.15% | 0.1% | 96 | +4,488 | 42.37% | Q3 2026 | Oct 26, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 14,772 | 421 | 0.12% | 0.08% | 97 | +5,271 | 55.48% | Q3 2026 | Oct 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,700 | 410 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 13,946 | 389 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 13,499 | 385 | 0.02% | — | 100 | +13,499 | New | Q3 2026 | Nov 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,975 | 370 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UPTICK PARTNERS, LLC | History | New | 12,695 | 362 | 0.05% | — | 102 | +12,695 | New | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,900 | 360 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 12,603 | 356 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 12,695 | 354 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 12,295 | 350 | 0.1% | 0.1% | 106 | -80 | -0.65% | Q3 2026 | Oct 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,487 | 348 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 12,103 | 345 | 0.02% | 0.02% | 108 | +3,030 | 33.4% | Q3 2026 | Oct 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,782 | 336 | 0.14% | 0.25% | 109 | -27,975 | -70.36% | Q3 2026 | Oct 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 11,805 | 336 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Crumly & Associates Inc. | History | New | 11,587 | 330 | 0.06% | — | 111 | +11,587 | New | Q3 2026 | Oct 07, 2026 |
| Cambridge Advisors Inc. | History | No change | 11,545 | 329 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,770 | 328 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Capital Management INC | History | Reduced | 10,617 | 302 | 0.17% | 0.3% | 114 | -6,659 | -38.54% | Q3 2026 | Oct 29, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 10,750 | 300 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | Reduced | 10,375 | 299 | 0.03% | 0.03% | 116 | -67 | -0.64% | Q3 2026 | Oct 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,200 | 284 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 10,106 | 282 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equity Wealth Partners, LLC | History | New | 9,850 | 281 | 0.09% | — | 119 | +9,850 | New | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,000 | 279 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 9,931 | 277 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,927 | 277 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,473 | 270 | 0.0% | 0.0% | 123 | +475 | 5.28% | Q3 2026 | Oct 21, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 9,445 | 269 | 0.05% | 0.04% | 124 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Optivise Advisory Services LLC | History | New | 9,055 | 258 | 0.13% | — | 125 | +9,055 | New | Q3 2026 | Oct 16, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 8,679 | 242 | 0.19% | 0.19% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,659 | 241 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 7,700 | 219 | 0.02% | 0.01% | 128 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Apollon Financial, LLC | History | No change | 7,556 | 215 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Strategic Blueprint, LLC | History | Added to | 7,496 | 213 | 0.01% | 0.01% | 130 | +289 | 4.01% | Q3 2026 | Oct 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 6,796 | 193 | 0.02% | — | 131 | +6,796 | New | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 6,785 | 189 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Benson Wealth Management INC | History | No change | 6,576 | 183 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 5,824 | 162 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 5,824 | 162 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 5,336 | 152 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,453 | 124 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,283 | 119 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 3,514 | 100 | 0.03% | 0.04% | 139 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,250 | 90 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 3,207 | 89 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,104 | 86 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,988 | 83 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 2,250 | 64 | 0.03% | 0.07% | 144 | -2,250 | -50.0% | Q3 2026 | Oct 26, 2026 |
| Noble Wealth Management PBC | History | No change | 1,500 | 42 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Rossby Financial, LCC | History | No change | 1,126 | 31 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VIMA LLC | History | No change | 366 | 10 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 278 | 7 | 0.0% | — | 149 | +278 | New | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | No change | 258 | 7 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | No change | 180 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 66 | 1 | 0.0% | — | 151 | +66 | New | Q3 2026 | Oct 27, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,207 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,282 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,277,163 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |