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 | No change | 431,637 | 21,794 | 0.7% | 0.7% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 237,132 | 11,973 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 217,664 | 10,990 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 167,807 | 8,660 | 0.01% | 0.01% | 4 | -9,081 | -5.13% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 154,220 | 7,786 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 137,608 | 7,101 | 2.05% | 1.96% | 6 | -2,271 | -1.62% | Q3 2026 | Oct 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 130,513 | 6,735 | 0.02% | 0.02% | 7 | +17,741 | 15.73% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 123,312 | 6,226 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 113,981 | 5,882 | 0.82% | 0.95% | 9 | -7,235 | -5.97% | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 90,800 | 4,686 | 0.01% | — | 10 | +90,800 | New | Q3 2026 | Nov 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 87,047 | 4,492 | 0.22% | 0.2% | 11 | +8,779 | 11.22% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 83,331 | 4,208 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 82,195 | 4,150 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 81,511 | 4,115 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 77,108 | 3,893 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 72,870 | 3,760 | 0.34% | 0.34% | 16 | -1,624 | -2.18% | Q3 2026 | Oct 19, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 65,049 | 3,357 | 0.93% | 0.88% | 17 | -198 | -0.3% | Q3 2026 | Oct 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 59,846 | 3,021 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 51,607 | 2,605 | 0.84% | 0.84% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 48,625 | 2,455 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 43,995 | 2,221 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 40,255 | 2,077 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| REAP Financial Group, LLC | History | Reduced | 40,231 | 2,076 | 0.34% | 0.37% | 23 | -2,462 | -5.77% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 37,272 | 1,881 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 36,160 | 1,825 | 0.43% | 0.43% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 34,598 | 1,746 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 33,071 | 1,706 | 0.03% | 0.03% | 27 | -2,421 | -6.82% | Q3 2026 | Oct 28, 2026 |
| Keystone Wealth Services, LLC | History | No change | 32,896 | 1,699 | 0.3% | 0.31% | 28 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 32,916 | 1,662 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | No change | 30,414 | 1,535 | 1.07% | 1.07% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,870 | 1,457 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 28,840 | 1,456 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | Reduced | 28,077 | 1,449 | 0.19% | 0.2% | 33 | -1,181 | -4.04% | Q3 2026 | Oct 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,133 | 1,348 | 0.0% | 0.0% | 34 | -7,515 | -22.33% | Q3 2026 | Oct 30, 2026 |
| GTS SECURITIES LLC | History | No change | 26,399 | 1,332 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 25,805 | 1,302 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrity Financial Corp /WA | History | No change | 24,233 | 1,223 | 0.58% | 0.58% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Added to | 23,579 | 1,216 | 0.02% | 0.01% | 38 | +9,248 | 64.53% | Q3 2026 | Oct 16, 2026 |
| Madrona Financial Services, LLC | History | No change | 21,533 | 1,111 | 0.17% | 0.2% | 39 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| &PARTNERS | History | No change | 20,423 | 1,031 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 19,856 | 1,003 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,697 | 941 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 18,554 | 936 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,982 | 934 | 0.0% | 0.0% | 44 | +1,495 | 9.07% | Q3 2026 | Oct 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 17,714 | 914 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Oder Investment Management, LLC | History | No change | 16,821 | 849 | 0.57% | 0.57% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 15,655 | 808 | 0.02% | 0.02% | 47 | -1,870 | -10.67% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 14,714 | 759 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,390 | 742 | 0.01% | 0.01% | 49 | -870 | -5.7% | Q3 2026 | Oct 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 14,150 | 730 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 14,420 | 728 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sun Financial Inc | History | No change | 14,183 | 728 | 0.34% | 0.34% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 13,960 | 720 | 0.11% | 0.12% | 53 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,200 | 716 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 13,968 | 705 | 0.26% | 0.26% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 13,853 | 699 | 0.39% | 0.39% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 13,050 | 677 | 0.15% | 0.15% | 57 | -750 | -5.43% | Q3 2026 | Oct 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,719 | 642 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,417 | 640 | 0.01% | 0.01% | 59 | -515 | -3.98% | Q3 2026 | Oct 23, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 12,524 | 632 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 12,243 | 631 | 0.01% | 0.01% | 61 | -68 | -0.55% | Q3 2026 | Nov 03, 2026 |
| KPP Advisory Services LLC | History | No change | 12,244 | 631 | 0.11% | 0.08% | 62 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Castleview Partners, LLC | History | Reduced | 12,122 | 625 | 0.27% | 0.27% | 63 | -100 | -0.82% | Q3 2026 | Oct 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 11,920 | 619 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 11,920 | 619 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 11,922 | 601 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 11,508 | 581 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 11,447 | 577 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 11,085 | 572 | 0.04% | 0.04% | 69 | -1,559 | -12.33% | Q3 2026 | Oct 28, 2026 |
| Luken Investment Analytics, LLC | History | No change | 11,300 | 570 | 0.2% | 0.2% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 10,722 | 553 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,947 | 552 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 9,703 | 489 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MSH Capital Advisors LLC | History | Added to | 9,214 | 475 | 0.07% | 0.07% | 74 | +808 | 9.61% | Q3 2026 | Nov 02, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,065 | 467 | 0.02% | 0.02% | 75 | -192 | -2.07% | Q3 2026 | Oct 15, 2026 |
| StoneX Group Inc. | History | Reduced | 8,959 | 462 | 0.02% | 0.03% | 76 | -6,057 | -40.34% | Q3 2026 | Nov 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,002 | 454 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 8,687 | 438 | 0.37% | 0.37% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 8,616 | 435 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 8,502 | 429 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 8,259 | 426 | 0.24% | 0.49% | 81 | -9,076 | -52.36% | Q3 2026 | Oct 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 8,047 | 415 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Csenge Advisory Group | History | No change | 7,854 | 405 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 7,814 | 403 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Grantvest Financial Group LLC | History | Added to | 7,528 | 388 | 0.22% | 0.22% | 85 | +97 | 1.31% | Q3 2026 | Oct 21, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 7,400 | 381 | 0.15% | 0.2% | 86 | -2,614 | -26.1% | Q3 2026 | Nov 04, 2026 |
| HRT FINANCIAL LP | History | No change | 7,530 | 380 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,019 | 362 | 0.02% | 0.02% | 88 | -512 | -6.8% | Q3 2026 | Oct 22, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 7,151 | 361 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,006 | 353 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 6,802 | 343 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,666 | 336 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 6,369 | 329 | 0.03% | 0.04% | 93 | -920 | -12.62% | Q3 2026 | Oct 19, 2026 |
| WINNACLE WEALTH LLC | History | Reduced | 6,364 | 328 | 0.22% | 0.22% | 94 | -55 | -0.86% | Q3 2026 | Oct 14, 2026 |
| CFC Planning Co LLC | History | Reduced | 6,268 | 323 | 0.17% | 0.18% | 95 | -2 | -0.03% | Q3 2026 | Oct 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 6,109 | 315 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Arrowroot Family Office, LLC | History | No change | 6,054 | 305 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 5,908 | 304 | 0.03% | 0.04% | 98 | -2,562 | -30.25% | Q3 2026 | Oct 16, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 5,875 | 303 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,711 | 294 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 5,350 | 276 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,365 | 270 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MN Wealth Advisors, LLC | History | No change | 5,077 | 262 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Triumph Capital Management | History | Reduced | 4,993 | 257 | 0.04% | 0.05% | 104 | -5 | -0.1% | Q3 2026 | Oct 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,633 | 239 | 0.0% | 0.0% | 105 | -35 | -0.75% | Q3 2026 | Oct 22, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 4,235 | 218 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,319 | 218 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,175 | 215 | 0.0% | 0.0% | 108 | -78 | -1.83% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,856 | 194 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | No change | 3,579 | 180 | 0.2% | 0.2% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,263 | 168 | 0.01% | 0.02% | 111 | -1,295 | -28.41% | Q3 2026 | Oct 26, 2026 |
| Spire Wealth Management | History | Reduced | 3,064 | 158 | 0.0% | 0.01% | 112 | -390 | -11.29% | Q3 2026 | Oct 30, 2026 |
| BARCLAYS PLC | History | No change | 2,988 | 150 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,925 | 147 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 2,575 | 133 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| GGM Financial LLC | History | No change | 2,370 | 119 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,300 | 116 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,225 | 114 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFG Advisory, LLC | History | No change | 2,100 | 106 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,119 | 106 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,000 | 103 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,930 | 99 | 0.06% | 0.06% | 122 | -3 | -0.16% | Q3 2026 | Oct 28, 2026 |
| Benson Wealth Management INC | History | No change | 1,196 | 60 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 996 | 51 | 0.0% | 0.0% | 124 | -111 | -10.03% | Q3 2026 | Oct 08, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,000 | 51 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Park Place Capital Corp | History | No change | 996 | 50 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 855 | 43 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 850 | 42 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 630 | 32 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Noble Wealth Management PBC | History | No change | 575 | 29 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ASSETMARK, INC | History | New | 501 | 25 | 0.0% | — | 133 | +501 | New | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 500 | 25 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 500 | 25 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AE Wealth Management LLC | History | No change | 406 | 20 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 389 | 19 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 168 | 8 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -40,701 | -100.0% | Q3 2026 | Oct 21, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -30,537 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,667 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,245 | -100.0% | Q3 2026 | Oct 26, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,919 | -100.0% | Q3 2026 | Nov 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,892 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q3 2026 | Oct 29, 2026 |