FIRST TRUST EXCHANGE-TRADED FUND VIII - DFEB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 144,016 | 6,822 | 2.17% | 2.22% | 1 | +4,575 | 3.28% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 86,848 | 4,114 | 0.01% | 0.01% | 2 | -1,773 | -2.0% | Q1 2026 | Apr 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 69,723 | 3,377 | 0.19% | 0.17% | 3 | +11,019 | 18.77% | Q1 2026 | Apr 17, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 65,363 | 3,096 | 0.92% | 1.03% | 4 | -2,757 | -4.05% | Q1 2026 | Apr 20, 2026 |
| SMART Wealth LLC | History | Reduced | 50,360 | 2,385 | 0.7% | 0.82% | 5 | -5,704 | -10.17% | Q1 2026 | Apr 23, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 40,190 | 1,903 | 0.38% | 0.9% | 6 | -49,326 | -55.1% | Q1 2026 | Apr 14, 2026 |
| Ignite Planners, LLC | History | Added to | 35,923 | 1,701 | 0.26% | 0.22% | 7 | +6,665 | 22.78% | Q1 2026 | Apr 17, 2026 |
| Madrona Financial Services, LLC | History | Added to | 21,533 | 1,020 | 0.22% | 0.16% | 8 | +5,765 | 36.56% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,469 | 831 | 0.0% | 0.0% | 9 | -6,631 | -27.51% | Q1 2026 | Apr 08, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 16,925 | 802 | 0.02% | 0.02% | 10 | -1,000 | -5.58% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,489 | 686 | 0.05% | 0.06% | 11 | +12 | 0.08% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 14,150 | 670 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 14,062 | 666 | 0.43% | 0.35% | 13 | +3,288 | 30.52% | Q1 2026 | Apr 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 13,926 | 659 | 0.28% | 0.3% | 14 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,182 | 624 | 0.01% | 0.01% | 15 | +1,642 | 14.23% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,742 | 606 | 0.01% | 0.01% | 16 | -3,737 | -22.68% | Q1 2026 | Apr 07, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 12,524 | 593 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KPP Advisory Services LLC | History | New | 12,244 | 579 | 0.08% | — | 18 | +12,244 | New | Q1 2026 | Apr 24, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 11,751 | 556 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Added to | 11,373 | 538 | 0.01% | 0.01% | 20 | +161 | 1.44% | Q1 2026 | Apr 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,014 | 474 | 0.23% | 0.25% | 21 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 8,470 | 401 | 0.04% | 0.05% | 22 | -682 | -7.45% | Q1 2026 | Apr 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 8,047 | 381 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,166 | 339 | 0.01% | 0.01% | 24 | -1,334 | -15.69% | Q1 2026 | Apr 13, 2026 |
| CFC Planning Co LLC | History | Added to | 6,275 | 297 | 0.21% | 0.21% | 25 | +361 | 6.1% | Q1 2026 | Apr 24, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 5,594 | 264 | 0.11% | — | 27 | +5,594 | New | Q1 2026 | Apr 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 5,586 | 264 | 0.04% | 0.03% | 26 | +831 | 17.48% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,365 | 254 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 5,350 | 253 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MN Wealth Advisors, LLC | History | No change | 5,077 | 240 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,915 | 232 | 0.02% | 0.02% | 31 | -575 | -10.47% | Q1 2026 | Apr 14, 2026 |
| Cottage Street Advisors LLC | History | Added to | 4,507 | 213 | 0.09% | 0.09% | 32 | +200 | 4.64% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,335 | 205 | 0.0% | 0.0% | 33 | -81 | -1.83% | Q1 2026 | Apr 23, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 4,235 | 200 | 0.01% | 0.02% | 34 | -212 | -4.77% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Reduced | 3,822 | 181 | 0.01% | 0.06% | 35 | -33,331 | -89.71% | Q1 2026 | Apr 22, 2026 |
| Luminist Capital LLC | History | No change | 3,579 | 169 | 0.22% | 0.21% | 36 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Reduced | 2,586 | 122 | 0.0% | 0.0% | 37 | -794 | -23.49% | Q1 2026 | Apr 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,225 | 105 | 0.03% | 0.04% | 38 | -450 | -16.82% | Q1 2026 | Apr 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,136 | 53 | 0.0% | 0.0% | 39 | -8 | -0.7% | Q1 2026 | Apr 07, 2026 |
| Park Place Capital Corp | History | New | 996 | 47 | 0.01% | — | 40 | +996 | New | Q1 2026 | Apr 09, 2026 |
| Noble Wealth Management PBC | History | No change | 700 | 33 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 630 | 29 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 168 | 7 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -197,344 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -166,280 | -100.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -157,681 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -139,228 | -100.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -127,878 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -121,640 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -111,876 | -100.0% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -110,757 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -90,135 | -100.0% | Q4 2025 | Feb 05, 2026 |
| BEACON FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.39% | — | -82,274 | -100.0% | Q4 2025 | Apr 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -72,377 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -68,108 | -100.0% | Q4 2025 | Feb 20, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,440 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -59,846 | -100.0% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -58,972 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -57,372 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,375 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -42,471 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -40,820 | -100.0% | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -40,763 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -38,173 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -36,234 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,945 | -100.0% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,358 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.61% | — | -25,332 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -22,942 | -100.0% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.01% | — | -22,308 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -21,387 | -100.0% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,495 | -100.0% | Q4 2025 | Jan 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -18,465 | -100.0% | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -18,079 | -100.0% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,557 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,250 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Oder Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -16,821 | -100.0% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,715 | -100.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,036 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.12% | — | -14,975 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -14,714 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -14,650 | -100.0% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,200 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sun Financial Inc | History | Closed out | 0 | 0 | — | 0.38% | — | -14,183 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,247 | -100.0% | Q4 2025 | Feb 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,282 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,014 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,920 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Crusonia Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,730 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Luken Investment Analytics, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -11,300 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,947 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.14% | — | -10,721 | -100.0% | Q4 2025 | Jan 23, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,630 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,629 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,399 | -100.0% | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,050 | -100.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,822 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,557 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Foguth Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.07% | — | -9,510 | -100.0% | Q4 2025 | Jan 05, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,278 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,031 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,527 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,470 | -100.0% | Q4 2025 | Feb 06, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,146 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -7,854 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,370 | -100.0% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,165 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,849 | -100.0% | Q4 2025 | Jan 12, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -6,767 | -100.0% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Arrowroot Family Office, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,054 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,022 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.21% | — | -5,355 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,134 | -100.0% | Q4 2025 | Jan 12, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,959 | -100.0% | Q4 2025 | Feb 02, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,700 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,553 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -4,522 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Investment Consultants, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,319 | -100.0% | Q4 2025 | Mar 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,295 | -100.0% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,195 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -3,721 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,500 | -100.0% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,470 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,406 | -100.0% | Q4 2025 | Mar 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,552 | -100.0% | Q4 2025 | Jan 20, 2026 |
| GGM Financials LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,370 | -100.0% | Q4 2025 | Feb 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,907 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,196 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -925 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q4 2025 | Jan 23, 2026 |