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 | Added to | 431,637 | 21,794 | 0.7% | 0.76% | 1 | +8,535 | 2.02% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 237,132 | 11,973 | 0.01% | 0.01% | 2 | +13,418 | 6.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 217,664 | 10,990 | 0.0% | 0.0% | 3 | +63,485 | 41.18% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 176,888 | 8,931 | 0.01% | 0.01% | 4 | +2,900 | 1.67% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 154,220 | 7,786 | 0.01% | 0.01% | 5 | -15,546 | -9.16% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 163,558 | 7,747 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 139,879 | 7,062 | 1.96% | 2.17% | 7 | -4,137 | -2.87% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | Added to | 123,312 | 6,226 | 0.0% | 0.0% | 8 | +38,573 | 45.52% | Q2 2026 | Aug 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 121,216 | 6,120 | 0.95% | 1.04% | 9 | +10,704 | 9.69% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 112,772 | 5,694 | 0.02% | 0.02% | 10 | -17,236 | -13.26% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 83,331 | 4,208 | 0.01% | 0.01% | 11 | -3,517 | -4.05% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 82,195 | 4,150 | 0.0% | 0.0% | 12 | -4,526 | -5.22% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 81,511 | 4,115 | 0.06% | 0.06% | 13 | -575 | -0.7% | Q2 2026 | Aug 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 78,268 | 3,951 | 0.2% | 0.19% | 14 | +8,545 | 12.26% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | Reduced | 77,108 | 3,893 | 0.04% | 0.07% | 15 | -57,614 | -42.77% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 74,494 | 3,761 | 0.34% | 0.36% | 16 | -2,440 | -3.17% | Q2 2026 | Jul 16, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 65,247 | 3,294 | 0.88% | 0.92% | 17 | -116 | -0.18% | Q2 2026 | Jul 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 64,889 | 3,073 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 59,846 | 3,021 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 51,607 | 2,605 | 0.84% | 0.91% | 20 | -1,602 | -3.01% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 48,625 | 2,455 | 0.01% | 0.0% | 21 | +12,065 | 33.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 43,995 | 2,221 | 0.04% | 0.05% | 22 | -476 | -1.07% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 42,693 | 2,155 | 0.37% | 0.52% | 23 | -12,714 | -22.95% | Q2 2026 | Aug 04, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 40,701 | 2,055 | 0.34% | 0.38% | 24 | +511 | 1.27% | Q2 2026 | Jul 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 40,255 | 2,032 | 0.05% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 37,272 | 1,881 | 0.0% | 0.0% | 26 | -5,242 | -12.33% | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 36,160 | 1,825 | 0.43% | 0.49% | 27 | -1,209 | -3.24% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 35,492 | 1,792 | 0.03% | 0.04% | 28 | -2,715 | -7.11% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | Added to | 34,598 | 1,746 | 0.0% | 0.0% | 29 | +6,154 | 21.64% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,648 | 1,698 | 0.0% | 0.0% | 30 | -1,095 | -3.15% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 32,916 | 1,662 | 0.03% | 0.02% | 31 | +19,669 | 148.48% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 32,896 | 1,660 | 0.31% | 0.33% | 32 | +730 | 2.27% | Q2 2026 | Aug 05, 2026 |
| SMART Wealth LLC | History | Reduced | 30,537 | 1,541 | 0.33% | 0.7% | 33 | -19,823 | -39.36% | Q2 2026 | Aug 05, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 30,414 | 1,535 | 1.07% | 1.09% | 34 | -629 | -2.03% | Q2 2026 | Jul 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 29,258 | 1,477 | 0.2% | 0.26% | 35 | -6,665 | -18.55% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 28,870 | 1,457 | 0.0% | 0.0% | 36 | -6,989 | -19.49% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 28,840 | 1,456 | 0.03% | — | 37 | +28,840 | New | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | New | 26,399 | 1,332 | 0.03% | — | 38 | +26,399 | New | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 25,805 | 1,302 | 0.06% | 0.06% | 39 | +672 | 2.67% | Q2 2026 | Jul 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 24,233 | 1,223 | 0.58% | 0.57% | 40 | -112 | -0.46% | Q2 2026 | Jul 31, 2026 |
| Madrona Financial Services, LLC | History | No change | 21,533 | 1,087 | 0.2% | 0.22% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | Reduced | 20,423 | 1,031 | 0.0% | 0.0% | 42 | -740 | -3.5% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 19,856 | 1,003 | 0.04% | 0.04% | 43 | +226 | 1.15% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,697 | 941 | 0.0% | 0.0% | 44 | +17,851 | 2110.05% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 18,554 | 936 | 0.04% | 0.05% | 45 | -2 | -0.01% | Q2 2026 | Aug 04, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 17,714 | 894 | 0.09% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,525 | 885 | 0.02% | 0.02% | 47 | +600 | 3.55% | Q2 2026 | Jul 28, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 17,335 | 875 | 0.49% | 0.54% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oder Investment Management, LLC | History | No change | 16,821 | 849 | 0.57% | 0.61% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,487 | 837 | 0.0% | 0.0% | 50 | -982 | -5.62% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,260 | 770 | 0.01% | 0.01% | 51 | +2,518 | 19.76% | Q2 2026 | Jul 17, 2026 |
| StoneX Group Inc. | History | Added to | 15,016 | 758 | 0.03% | 0.04% | 52 | +667 | 4.65% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 14,714 | 742 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 14,420 | 728 | 0.11% | 0.12% | 54 | -300 | -2.04% | Q2 2026 | Jul 14, 2026 |
| Sun Financial Inc | History | No change | 14,183 | 728 | 0.34% | 0.36% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 14,331 | 723 | 0.01% | 0.01% | 56 | +7,165 | 99.99% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,200 | 716 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 14,150 | 714 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 13,968 | 705 | 0.26% | 0.28% | 59 | +42 | 0.3% | Q2 2026 | Jul 14, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 13,960 | 704 | 0.12% | 0.14% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 13,853 | 699 | 0.39% | 0.43% | 61 | -209 | -1.49% | Q2 2026 | Jul 13, 2026 |
| Global Assets Advisory, LLC | History | New | 13,800 | 697 | 0.15% | — | 62 | +13,800 | New | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,667 | 690 | 0.04% | 0.05% | 63 | -2,369 | -14.77% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,932 | 652 | 0.01% | 0.01% | 64 | -250 | -1.9% | Q2 2026 | Jul 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,719 | 642 | 0.02% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 12,644 | 638 | 0.04% | 0.05% | 66 | -1,845 | -12.73% | Q2 2026 | Jul 27, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 12,524 | 632 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Added to | 12,311 | 621 | 0.01% | 0.01% | 68 | +938 | 8.25% | Q2 2026 | Jul 15, 2026 |
| KPP Advisory Services LLC | History | No change | 12,244 | 618 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Castleview Partners, LLC | History | Added to | 12,222 | 617 | 0.27% | 0.3% | 70 | +45 | 0.37% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 11,920 | 602 | 0.01% | — | 72 | +11,920 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 11,920 | 602 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,922 | 601 | 0.0% | 0.0% | 73 | +930 | 8.46% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 11,508 | 581 | 0.0% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Luken Investment Analytics, LLC | History | No change | 11,300 | 570 | 0.2% | 0.2% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 11,751 | 556 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,947 | 552 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,447 | 542 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 10,722 | 541 | 0.06% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,014 | 505 | 0.2% | 0.23% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 9,703 | 489 | 0.06% | 0.06% | 81 | +308 | 3.28% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,257 | 467 | 0.02% | 0.03% | 82 | -1,245 | -11.85% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,002 | 454 | 0.0% | 0.0% | 83 | -282 | -3.04% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 8,687 | 438 | 0.37% | 0.43% | 84 | -245 | -2.74% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,616 | 435 | 0.0% | 0.0% | 85 | +1,847 | 27.29% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 8,502 | 429 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 8,470 | 427 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MSH Capital Advisors LLC | History | New | 8,406 | 424 | 0.07% | — | 88 | +8,406 | New | Q2 2026 | Aug 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 8,047 | 406 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Csenge Advisory Group | History | No change | 7,854 | 396 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,814 | 394 | 0.01% | 0.01% | 91 | +1,427 | 22.34% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | New | 7,530 | 380 | 0.0% | — | 93 | +7,530 | New | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,531 | 380 | 0.02% | 0.02% | 92 | -1,500 | -16.61% | Q2 2026 | Jul 23, 2026 |
| Grantvest Financial Group LLC | History | No change | 7,431 | 375 | 0.22% | 0.23% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 7,289 | 368 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Chicago Partners Investment Group LLC | History | New | 7,245 | 365 | 0.01% | — | 96 | +7,245 | New | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 7,151 | 361 | 0.01% | — | 97 | +7,151 | New | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 7,006 | 353 | 0.03% | 0.04% | 98 | -2,325 | -24.92% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 6,802 | 343 | 0.03% | 0.04% | 99 | -5 | -0.07% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,666 | 336 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 6,419 | 324 | 0.22% | 0.24% | 101 | -175 | -2.65% | Q2 2026 | Jul 21, 2026 |
| CFC Planning Co LLC | History | Reduced | 6,270 | 316 | 0.18% | 0.21% | 102 | -5 | -0.08% | Q2 2026 | Aug 05, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 6,109 | 308 | 0.08% | 0.08% | 103 | +708 | 13.11% | Q2 2026 | Jul 15, 2026 |
| Arrowroot Family Office, LLC | History | No change | 6,054 | 305 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 5,875 | 296 | 0.04% | 0.04% | 105 | +289 | 5.17% | Q2 2026 | Jul 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,711 | 288 | 0.0% | 0.0% | 106 | -868 | -13.19% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,365 | 270 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 5,350 | 270 | 0.07% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MN Wealth Advisors, LLC | History | No change | 5,077 | 256 | 0.11% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 4,998 | 252 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 4,919 | 248 | 0.01% | 0.01% | 111 | +296 | 6.4% | Q2 2026 | Jul 31, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 4,668 | 235 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 4,558 | 230 | 0.02% | 0.02% | 113 | -357 | -7.26% | Q2 2026 | Jul 21, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,319 | 218 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,253 | 214 | 0.0% | 0.0% | 115 | -82 | -1.89% | Q2 2026 | Aug 03, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 4,235 | 213 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,856 | 194 | 0.02% | — | 117 | +3,856 | New | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | No change | 3,579 | 180 | 0.2% | 0.22% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Reduced | 3,454 | 174 | 0.01% | 0.01% | 119 | -368 | -9.63% | Q2 2026 | Jul 15, 2026 |
| BARCLAYS PLC | History | Added to | 2,988 | 150 | 0.0% | 0.0% | 120 | +210 | 7.56% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 2,925 | 147 | 0.0% | 0.0% | 121 | -396 | -11.92% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 2,575 | 130 | 0.0% | 0.0% | 122 | -11 | -0.43% | Q2 2026 | Jul 01, 2026 |
| GGM Financial LLC | History | No change | 2,370 | 119 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,300 | 116 | 0.0% | 0.0% | 124 | -591 | -20.44% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,225 | 112 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | New | 2,100 | 106 | 0.0% | — | 127 | +2,100 | New | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,119 | 106 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,000 | 100 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,933 | 97 | 0.06% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 1,892 | 95 | 0.02% | 0.03% | 130 | -8 | -0.42% | Q2 2026 | Aug 27, 2026 |
| Benson Wealth Management INC | History | No change | 1,196 | 60 | 0.06% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,107 | 55 | 0.0% | 0.0% | 132 | -29 | -2.55% | Q2 2026 | Jul 06, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,000 | 50 | 0.02% | 0.05% | 135 | -1,125 | -52.94% | Q2 2026 | Jul 30, 2026 |
| Bullseye Investment Management, LLC | History | Added to | 1,000 | 50 | 0.02% | — | 133 | +996 | 24900.0% | Q2 2026 | Sep 11, 2026 |
| Park Place Capital Corp | History | No change | 996 | 50 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 855 | 43 | 0.0% | — | 136 | +855 | New | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 850 | 42 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 630 | 31 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | Reduced | 575 | 29 | 0.01% | 0.02% | 139 | -125 | -17.86% | Q2 2026 | Jul 01, 2026 |
| Allworth Financial LP | History | No change | 500 | 25 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 500 | 25 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Added to | 406 | 20 | 0.0% | 0.0% | 142 | +251 | 161.94% | Q2 2026 | Aug 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 389 | 19 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 168 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100 | 5 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 55 | 2 | 0.0% | — | 149 | +55 | New | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -92,388 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -21,707 | -100.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,678 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,420 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Quad-Cities Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,594 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,825 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cottage Street Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,507 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.17% | — | -4,314 | -100.0% | Q2 2026 | Aug 06, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,391 | -100.0% | Q2 2026 | Jul 14, 2026 |