FIRST TRUST EXCHANGE-TRADED FUND VIII - DDEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Decker Wealth Management LLC | History | Added to | 386,400 | 18,305 | 3.89% | 3.82% | 1 | +6,479 | 1.71% | Q2 2026 | Jul 30, 2026 |
| First International Bank of Israel Ltd. | History | No change | 275,000 | 13,028 | 3.55% | 3.58% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 200,565 | 9,501 | 0.0% | 0.0% | 3 | +83,389 | 71.17% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 200,242 | 9,486 | 0.0% | 0.0% | 4 | +24,294 | 13.81% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 192,641 | 9,127 | 0.01% | 0.01% | 5 | -5,699 | -2.87% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 185,292 | 8,778 | 0.17% | — | 6 | +185,292 | New | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 171,452 | 8,122 | 0.01% | 0.01% | 7 | -21,829 | -11.29% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 146,664 | 6,948 | 0.01% | 0.01% | 8 | +6,876 | 4.92% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 129,097 | 6,115 | 0.02% | 0.03% | 9 | -55,248 | -29.97% | Q2 2026 | Jul 28, 2026 |
| Hartford Financial Management Inc. | History | Added to | 121,510 | 5,756 | 1.28% | 1.34% | 10 | +2,745 | 2.31% | Q2 2026 | Jul 23, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 118,323 | 5,605 | 1.56% | 1.68% | 11 | -880 | -0.74% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 113,999 | 5,400 | 0.07% | 0.08% | 12 | -471 | -0.41% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 92,646 | 4,389 | 0.67% | 0.7% | 13 | -650 | -0.7% | Q2 2026 | Jul 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 82,308 | 3,899 | 0.2% | 0.19% | 14 | +9,189 | 12.57% | Q2 2026 | Jul 31, 2026 |
| REAP Financial Group, LLC | History | Reduced | 78,584 | 3,722 | 0.64% | 0.9% | 15 | -23,853 | -23.29% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 75,622 | 3,582 | 0.05% | — | 16 | +75,622 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 75,671 | 3,350 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 65,300 | 3,093 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 65,300 | 3,093 | 0.17% | 0.18% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 52,755 | 2,499 | 0.0% | 0.0% | 20 | -668 | -1.25% | Q2 2026 | Aug 14, 2026 |
| Santori & Peters, Inc. | History | Reduced | 48,048 | 2,276 | 0.64% | 0.89% | 21 | -16,305 | -25.34% | Q2 2026 | Jul 24, 2026 |
| Ignite Planners, LLC | History | Reduced | 45,749 | 2,167 | 0.3% | 0.32% | 22 | -537 | -1.16% | Q2 2026 | Jul 23, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 44,039 | 2,086 | 0.19% | 0.21% | 23 | -2,827 | -6.03% | Q2 2026 | Jul 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 41,557 | 1,968 | 0.1% | 0.11% | 24 | -668 | -1.58% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 40,086 | 1,899 | 0.0% | 0.0% | 25 | +5,014 | 14.3% | Q2 2026 | Aug 07, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 39,215 | 1,857 | 0.44% | 0.52% | 26 | -2,963 | -7.02% | Q2 2026 | Aug 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 36,876 | 1,747 | 0.29% | 0.33% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mission Financial Group, LLC | History | New | 36,347 | 1,721 | 1.43% | — | 28 | +36,347 | New | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 36,106 | 1,710 | 0.03% | 0.03% | 29 | -23 | -0.06% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 35,599 | 1,686 | 0.03% | 0.02% | 30 | +21,986 | 161.51% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 35,478 | 1,680 | 0.08% | 0.09% | 31 | -888 | -2.44% | Q2 2026 | Aug 04, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 33,806 | 1,601 | 0.1% | 0.11% | 32 | +178 | 0.53% | Q2 2026 | Jul 27, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,349 | 1,532 | 0.06% | 0.07% | 33 | -900 | -2.71% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 29,787 | 1,411 | 0.0% | 0.0% | 34 | +22,294 | 297.53% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 28,998 | 1,373 | 0.76% | 0.84% | 35 | -4 | -0.01% | Q2 2026 | Jul 13, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 28,772 | 1,363 | 0.18% | 0.2% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 25,834 | 1,223 | 0.15% | 0.17% | 37 | -2,085 | -7.47% | Q2 2026 | Aug 14, 2026 |
| SPINNAKER TRUST | History | Reduced | 25,674 | 1,216 | 0.06% | 0.06% | 38 | -395 | -1.52% | Q2 2026 | Aug 03, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 24,937 | 1,181 | 0.56% | 0.58% | 39 | -1,591 | -6.0% | Q2 2026 | Jul 31, 2026 |
| CFC Planning Co LLC | History | Added to | 24,335 | 1,152 | 0.67% | 0.72% | 40 | +1,680 | 7.42% | Q2 2026 | Aug 05, 2026 |
| Capasso Planning Partners LLC | History | Added to | 23,006 | 1,089 | 0.54% | 0.54% | 41 | +247 | 1.09% | Q2 2026 | Aug 18, 2026 |
| Quartz Partners, LLC | History | Added to | 22,215 | 1,052 | 0.34% | 0.31% | 42 | +3,959 | 21.69% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 21,280 | 1,005 | 0.0% | 0.0% | 43 | +15,657 | 278.45% | Q2 2026 | Aug 12, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 21,033 | 996 | 0.27% | 0.28% | 44 | -14 | -0.07% | Q2 2026 | Jul 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 19,090 | 904 | 0.2% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 17,733 | 840 | 0.0% | 0.01% | 46 | -136 | -0.76% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,227 | 816 | 0.0% | 0.0% | 47 | +4,957 | 40.4% | Q2 2026 | Jul 28, 2026 |
| GTS SECURITIES LLC | History | Added to | 17,167 | 813 | 0.02% | 0.01% | 48 | +8,684 | 102.37% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 17,183 | 813 | 0.04% | 0.04% | 49 | -712 | -3.98% | Q2 2026 | Jul 28, 2026 |
| Optivise Advisory Services LLC | History | No change | 17,061 | 808 | 0.41% | 0.46% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 16,666 | 789 | 0.25% | 0.27% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Falcon Wealth Planning | History | No change | 16,603 | 786 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 16,522 | 782 | 0.04% | 0.04% | 53 | +173 | 1.06% | Q2 2026 | Aug 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,368 | 728 | 0.02% | 0.03% | 54 | -292 | -1.86% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,321 | 725 | 0.01% | 0.01% | 55 | -43 | -0.28% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,257 | 675 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 13,934 | 660 | 0.07% | 0.08% | 57 | -50 | -0.36% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | Added to | 13,772 | 652 | 0.01% | 0.01% | 58 | +5,071 | 58.28% | Q2 2026 | Jul 20, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 13,392 | 634 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | Added to | 13,147 | 622 | 0.01% | 0.01% | 60 | +1,060 | 8.77% | Q2 2026 | Jul 15, 2026 |
| Schulz Wealth, LTD. | History | New | 12,927 | 612 | 0.32% | — | 61 | +12,927 | New | Q2 2026 | Aug 26, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 12,616 | 597 | 0.15% | 0.15% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,567 | 501 | 0.0% | 0.0% | 63 | -1,154 | -9.85% | Q2 2026 | Aug 05, 2026 |
| MTM Investment Management, LLC | History | No change | 10,570 | 500 | 0.14% | 0.15% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,369 | 491 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 9,800 | 464 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 9,685 | 458 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 9,399 | 445 | 0.05% | — | 68 | +9,399 | New | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,794 | 416 | 0.01% | 0.01% | 69 | -340 | -3.72% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 8,515 | 403 | 0.0% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madrona Financial Services, LLC | History | No change | 8,218 | 389 | 0.07% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sage Capital Advisors,llc | History | No change | 7,756 | 367 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 7,725 | 365 | 0.14% | 0.19% | 73 | -1,972 | -20.34% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,632 | 361 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 7,582 | 359 | 0.06% | 0.06% | 75 | -15 | -0.2% | Q2 2026 | Jul 21, 2026 |
| First Heartland Consultants, Inc. | History | No change | 7,527 | 356 | 0.02% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ATX Financial Planning, LLC | History | Added to | 7,175 | 339 | 0.22% | 0.21% | 78 | +990 | 16.01% | Q2 2026 | Aug 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,121 | 339 | 0.0% | 0.0% | 77 | +339 | 5.0% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | Reduced | 7,121 | 337 | 0.01% | 0.02% | 79 | -498 | -6.54% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,082 | 335 | 0.0% | 0.0% | 80 | -225 | -3.08% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | New | 6,935 | 328 | 0.0% | — | 81 | +6,935 | New | Q2 2026 | Aug 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,386 | 327 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 6,894 | 326 | 0.02% | 0.02% | 83 | -119 | -1.7% | Q2 2026 | Jul 23, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 6,831 | 323 | 0.19% | 0.24% | 84 | -1,537 | -18.37% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,763 | 320 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,763 | 320 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wedmont Private Capital | History | No change | 6,250 | 297 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Certified Advisory Corp | History | No change | 6,220 | 294 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 6,129 | 290 | 0.03% | 0.03% | 89 | -5 | -0.08% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 6,100 | 288 | 0.0% | 0.0% | 90 | -600 | -8.96% | Q2 2026 | Aug 13, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 6,048 | 286 | 0.16% | 0.18% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,737 | 271 | 0.0% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 5,728 | 271 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 5,512 | 261 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 5,338 | 252 | 0.0% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 5,161 | 244 | 0.14% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,000 | 236 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequent Planning LLC | History | No change | 4,992 | 236 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | New | 4,730 | 224 | 0.03% | — | 99 | +4,730 | New | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 4,712 | 223 | 0.0% | — | 100 | +4,712 | New | Q2 2026 | Aug 11, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,572 | 216 | 0.21% | 0.36% | 101 | -5,414 | -54.22% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,557 | 215 | 0.0% | 0.0% | 102 | -142 | -3.02% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,846 | 214 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 4,440 | 210 | 0.06% | 0.06% | 104 | -334 | -7.0% | Q2 2026 | Jul 15, 2026 |
| Lakeridge Wealth Management LLC | History | New | 4,415 | 209 | 0.08% | — | 105 | +4,415 | New | Q2 2026 | Jul 14, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 4,383 | 207 | 0.03% | 0.04% | 106 | -360 | -7.59% | Q2 2026 | Aug 05, 2026 |
| LexAurum Advisors, LLC | History | New | 4,271 | 202 | 0.02% | — | 108 | +4,271 | New | Q2 2026 | Jul 15, 2026 |
| VestGen Advisors, LLC | History | No change | 4,282 | 202 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,931 | 186 | 0.0% | 0.0% | 109 | +491 | 14.27% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,391 | 160 | 0.01% | 0.01% | 110 | -59 | -1.71% | Q2 2026 | Jul 21, 2026 |
| BARCLAYS PLC | History | Added to | 3,246 | 153 | 0.0% | 0.0% | 111 | +1,461 | 81.85% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,076 | 145 | 0.0% | 0.0% | 112 | -40 | -1.28% | Q2 2026 | Aug 03, 2026 |
| Spire Wealth Management | History | Reduced | 2,805 | 132 | 0.0% | 0.01% | 113 | -2,157 | -43.47% | Q2 2026 | Jul 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,358 | 112 | 0.0% | 0.0% | 114 | +99 | 4.38% | Q2 2026 | Aug 17, 2026 |
| Benson Wealth Management INC | History | No change | 2,000 | 94 | 0.09% | 0.12% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,855 | 87 | 0.0% | 0.0% | 116 | -257 | -12.17% | Q2 2026 | Jul 06, 2026 |
| Triumph Capital Management | History | No change | 1,600 | 75 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,312 | 62 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | New | 830 | 39 | 0.0% | — | 119 | +830 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 755 | 35 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 472 | 22 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 450 | 21 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 345 | 16 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 279 | 13 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | History | No change | 152 | 7 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 154 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 37 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -105,279 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -60,004 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -44,113 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,831 | -100.0% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,133 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -15,200 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -9,625 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,382 | -100.0% | Q2 2026 | Jul 16, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,068 | -100.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,819 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -527 | -100.0% | Q2 2026 | Aug 13, 2026 |