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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Advance Capital Management, Inc. | History | New | 423,102 | 20,042 | 0.76% | — | 1 | +423,102 | New | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 223,714 | 10,597 | 0.01% | 0.01% | 2 | +57,434 | 34.54% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 173,988 | 8,241 | 0.01% | 0.01% | 3 | -23,356 | -11.84% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 169,766 | 8,041 | 0.01% | 0.01% | 4 | +12,085 | 7.66% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 163,558 | 7,747 | 0.02% | 0.02% | 5 | +35,680 | 27.9% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 154,179 | 7,303 | 0.0% | 0.0% | 6 | +14,951 | 10.74% | Q1 2026 | May 04, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 144,016 | 6,822 | 2.17% | 2.22% | 7 | +4,575 | 3.28% | Q1 2026 | Apr 21, 2026 |
| Horizon Investments, LLC | History | Added to | 134,722 | 6,381 | 0.07% | 0.03% | 8 | +77,350 | 134.82% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 130,008 | 6,158 | 0.02% | 0.02% | 9 | +8,368 | 6.88% | Q1 2026 | Apr 30, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 110,512 | 5,234 | 1.04% | 1.14% | 10 | -1,364 | -1.22% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 92,388 | 4,376 | 0.01% | 0.01% | 11 | +2,253 | 2.5% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 86,848 | 4,114 | 0.01% | 0.01% | 12 | -1,773 | -2.0% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 86,721 | 4,107 | 0.0% | 0.0% | 13 | -24,036 | -21.7% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 84,739 | 4,014 | 0.0% | 0.0% | 14 | +19,299 | 29.49% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 82,086 | 3,888 | 0.06% | 0.07% | 15 | +9,709 | 13.41% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 76,934 | 3,644 | 0.36% | 0.39% | 16 | -5,340 | -6.49% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 69,723 | 3,377 | 0.19% | 0.17% | 17 | +11,019 | 18.77% | Q1 2026 | Apr 17, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 65,363 | 3,096 | 0.92% | 1.03% | 18 | -2,757 | -4.05% | Q1 2026 | Apr 20, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 64,889 | 3,073 | 0.19% | 0.22% | 19 | -3,219 | -4.73% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 59,846 | 2,834 | 0.02% | 0.03% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Reduced | 55,407 | 2,624 | 0.52% | 0.57% | 21 | -3,565 | -6.05% | Q1 2026 | May 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 53,209 | 2,520 | 0.91% | 0.68% | 22 | +15,036 | 39.39% | Q1 2026 | Apr 27, 2026 |
| SMART Wealth LLC | History | Reduced | 50,360 | 2,385 | 0.7% | 0.82% | 23 | -5,704 | -10.17% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 44,471 | 2,106 | 0.05% | 0.04% | 24 | +2,000 | 4.71% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Reduced | 42,514 | 2,013 | 0.0% | 0.0% | 25 | -1,861 | -4.19% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 40,255 | 1,906 | 0.06% | — | 26 | +40,255 | New | Q1 2026 | May 06, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 40,190 | 1,903 | 0.38% | 0.9% | 27 | -49,326 | -55.1% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 38,207 | 1,809 | 0.04% | — | 28 | +38,207 | New | Q1 2026 | May 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 37,369 | 1,770 | 0.49% | 0.49% | 29 | +1,135 | 3.13% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,560 | 1,731 | 0.0% | 0.0% | 30 | +615 | 1.71% | Q1 2026 | May 04, 2026 |
| Ignite Planners, LLC | History | Added to | 35,923 | 1,701 | 0.26% | 0.22% | 31 | +6,665 | 22.78% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,859 | 1,698 | 0.0% | 0.0% | 32 | +28,694 | 400.47% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 34,743 | 1,645 | 0.0% | 0.0% | 33 | +385 | 1.12% | Q1 2026 | Apr 27, 2026 |
| Keystone Wealth Services, LLC | History | New | 32,166 | 1,523 | 0.33% | — | 34 | +32,166 | New | Q1 2026 | May 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 31,043 | 1,470 | 1.09% | 1.19% | 35 | -9,777 | -23.95% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 28,444 | 1,347 | 0.0% | 0.0% | 36 | +19,974 | 235.82% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 25,133 | 1,196 | 0.06% | 0.02% | 37 | +14,504 | 136.46% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 24,345 | 1,153 | 0.57% | 0.61% | 38 | -987 | -3.9% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 21,707 | 1,028 | 0.05% | 0.05% | 39 | +320 | 1.5% | Q1 2026 | Apr 28, 2026 |
| Madrona Financial Services, LLC | History | Added to | 21,533 | 1,020 | 0.22% | 0.16% | 40 | +5,765 | 36.56% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Reduced | 21,163 | 967 | 0.0% | 0.01% | 41 | -1,145 | -5.13% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 19,630 | 930 | 0.04% | 0.04% | 42 | +2,073 | 11.81% | Q1 2026 | May 18, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 18,556 | 878 | 0.05% | 0.05% | 43 | +91 | 0.49% | Q1 2026 | Apr 30, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 17,714 | 839 | 0.1% | 0.1% | 44 | +464 | 2.69% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,469 | 831 | 0.0% | 0.0% | 45 | -6,631 | -27.51% | Q1 2026 | Apr 08, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 17,335 | 821 | 0.54% | — | 46 | +17,335 | New | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 16,925 | 802 | 0.02% | 0.02% | 47 | -1,000 | -5.58% | Q1 2026 | Apr 21, 2026 |
| Oder Investment Management, LLC | History | No change | 16,821 | 796 | 0.61% | 0.58% | 48 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 16,036 | 763 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sun Financial Inc | History | No change | 14,183 | 712 | 0.36% | 0.38% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 14,720 | 697 | 0.12% | 0.12% | 52 | -255 | -1.7% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 14,714 | 697 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,489 | 686 | 0.05% | 0.06% | 53 | +12 | 0.08% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Reduced | 14,349 | 679 | 0.04% | 0.04% | 54 | -3,730 | -20.63% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,200 | 672 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 14,150 | 670 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 14,062 | 666 | 0.43% | 0.35% | 57 | +3,288 | 30.52% | Q1 2026 | Apr 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 13,960 | 661 | 0.14% | 0.12% | 58 | +2,230 | 19.01% | Q1 2026 | May 12, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 13,926 | 659 | 0.28% | 0.3% | 59 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13,247 | 627 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,182 | 624 | 0.01% | 0.01% | 61 | +1,642 | 14.23% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,742 | 606 | 0.01% | 0.01% | 62 | -3,737 | -22.68% | Q1 2026 | Apr 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,719 | 602 | 0.04% | 0.03% | 63 | +2,669 | 26.56% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 12,524 | 593 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 11,920 | 588 | 0.01% | — | 65 | +11,920 | New | Q1 2026 | May 01, 2026 |
| KPP Advisory Services LLC | History | New | 12,244 | 579 | 0.08% | — | 66 | +12,244 | New | Q1 2026 | Apr 24, 2026 |
| Castleview Partners, LLC | History | Added to | 12,177 | 576 | 0.3% | 0.17% | 67 | +4,807 | 65.22% | Q1 2026 | May 01, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 11,751 | 556 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,508 | 545 | 0.01% | 0.01% | 69 | +1,109 | 10.66% | Q1 2026 | May 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 11,447 | 542 | 0.03% | — | 70 | +11,447 | New | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 11,373 | 538 | 0.01% | 0.01% | 71 | +161 | 1.44% | Q1 2026 | Apr 17, 2026 |
| Luken Investment Analytics, LLC | History | No change | 11,300 | 535 | 0.2% | 0.21% | 72 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,992 | 520 | 0.0% | 0.0% | 73 | -1,290 | -10.5% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,947 | 518 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 10,722 | 507 | 0.07% | 0.08% | 75 | -1,292 | -10.75% | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,502 | 497 | 0.03% | 0.03% | 76 | -128 | -1.2% | Q1 2026 | Apr 29, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,014 | 474 | 0.23% | 0.25% | 77 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,678 | 458 | 0.0% | — | 78 | +9,678 | New | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 9,395 | 445 | 0.06% | 0.06% | 79 | -162 | -1.7% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 9,331 | 442 | 0.04% | 0.05% | 80 | +53 | 0.57% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,284 | 439 | 0.0% | 0.0% | 81 | -538 | -5.48% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,031 | 427 | 0.02% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Oakmont Advisory Group, LLC | History | New | 8,932 | 423 | 0.43% | — | 83 | +8,932 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 8,502 | 402 | 0.0% | 0.0% | 84 | -25 | -0.29% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 8,470 | 401 | 0.04% | 0.05% | 85 | -682 | -7.45% | Q1 2026 | Apr 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 8,047 | 381 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | No change | 7,854 | 372 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 7,289 | 368 | 0.04% | 0.07% | 88 | -2,221 | -23.35% | Q1 2026 | Jun 01, 2026 |
| Grantvest Financial Group LLC | History | Added to | 7,431 | 352 | 0.23% | 0.15% | 89 | +2,472 | 49.85% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,166 | 339 | 0.01% | 0.01% | 90 | -1,334 | -15.69% | Q1 2026 | Apr 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 6,807 | 322 | 0.04% | 0.03% | 91 | +785 | 13.04% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 6,769 | 320 | 0.0% | — | 92 | +6,769 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,666 | 315 | 0.0% | — | 93 | +6,666 | New | Q1 2026 | May 08, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 6,594 | 312 | 0.24% | 0.24% | 94 | -173 | -2.56% | Q1 2026 | May 19, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 6,579 | 311 | 0.0% | — | 95 | +6,579 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,420 | 304 | 0.0% | — | 96 | +6,420 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,387 | 302 | 0.01% | 0.01% | 97 | -250 | -3.77% | Q1 2026 | May 15, 2026 |
| CFC Planning Co LLC | History | Added to | 6,275 | 297 | 0.21% | 0.21% | 98 | +361 | 6.1% | Q1 2026 | Apr 24, 2026 |
| Arrowroot Family Office, LLC | History | No change | 6,054 | 286 | 0.09% | 0.1% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 5,594 | 264 | 0.11% | — | 101 | +5,594 | New | Q1 2026 | Apr 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 5,586 | 264 | 0.04% | 0.03% | 100 | +831 | 17.48% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 5,401 | 255 | 0.08% | 0.33% | 102 | -17,541 | -76.46% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,365 | 254 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 5,350 | 253 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MN Wealth Advisors, LLC | History | No change | 5,077 | 240 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Added to | 4,998 | 236 | 0.05% | 0.05% | 106 | +476 | 10.53% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,915 | 232 | 0.02% | 0.02% | 107 | -575 | -10.47% | Q1 2026 | Apr 14, 2026 |
| Regal Investment Advisors LLC | History | New | 4,825 | 228 | 0.01% | — | 108 | +4,825 | New | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 4,668 | 221 | 0.0% | — | 109 | +4,668 | New | Q1 2026 | May 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 4,623 | 219 | 0.01% | — | 110 | +4,623 | New | Q1 2026 | May 11, 2026 |
| Cottage Street Advisors LLC | History | Added to | 4,507 | 213 | 0.09% | 0.09% | 111 | +200 | 4.64% | Q1 2026 | Apr 20, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,314 | 205 | 0.17% | 0.21% | 113 | -1,041 | -19.44% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,335 | 205 | 0.0% | 0.0% | 112 | -81 | -1.83% | Q1 2026 | Apr 23, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,319 | 204 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 4,235 | 200 | 0.01% | 0.02% | 115 | -212 | -4.77% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Reduced | 3,822 | 181 | 0.01% | 0.06% | 116 | -33,331 | -89.71% | Q1 2026 | Apr 22, 2026 |
| Luminist Capital LLC | History | No change | 3,579 | 169 | 0.22% | 0.21% | 117 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Reduced | 3,321 | 157 | 0.0% | 0.0% | 118 | -400 | -10.75% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,891 | 136 | 0.0% | 0.0% | 119 | -515 | -15.12% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 2,778 | 131 | 0.0% | 0.0% | 120 | -1,417 | -33.78% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 2,586 | 122 | 0.0% | 0.0% | 121 | -794 | -23.49% | Q1 2026 | Apr 06, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,391 | 113 | 0.07% | — | 122 | +2,391 | New | Q1 2026 | May 05, 2026 |
| GGM Financial LLC | History | No change | 2,370 | 112 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 2,225 | 105 | 0.03% | 0.04% | 124 | -450 | -16.82% | Q1 2026 | Apr 09, 2026 |
| Signature Equity Partners, LLC | History | New | 2,125 | 100 | 0.05% | — | 126 | +2,125 | New | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 2,119 | 100 | 0.02% | 0.02% | 125 | -433 | -16.97% | Q1 2026 | May 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 2,000 | 94 | 0.01% | — | 127 | +2,000 | New | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,933 | 91 | 0.07% | 0.14% | 129 | -1,537 | -44.29% | Q1 2026 | Apr 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,907 | 91 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Benson Wealth Management INC | History | No change | 1,196 | 56 | 0.08% | 0.06% | 130 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,136 | 53 | 0.0% | 0.0% | 131 | -8 | -0.7% | Q1 2026 | Apr 07, 2026 |
| Park Place Capital Corp | History | New | 996 | 47 | 0.01% | — | 132 | +996 | New | Q1 2026 | Apr 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 850 | 40 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 846 | 39 | 0.0% | 0.0% | 134 | +588 | 227.91% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | No change | 700 | 33 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 630 | 29 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | No change | 500 | 23 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 500 | 23 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 389 | 18 | 0.0% | 0.14% | 139 | -10,332 | -96.37% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | No change | 155 | 7 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 168 | 7 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 146 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 146 | 6 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -40,763 | -100.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,495 | -100.0% | Q1 2026 | Apr 20, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,715 | -100.0% | Q1 2026 | May 05, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -14,650 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,920 | -100.0% | Q1 2026 | May 01, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,146 | -100.0% | Q1 2026 | May 08, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,849 | -100.0% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,134 | -100.0% | Q1 2026 | Apr 14, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,700 | -100.0% | Q1 2026 | May 12, 2026 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,553 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,295 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -925 | -100.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 06, 2026 |