FIRST TRUST EXCHANGE-TRADED FUND VIII - DJAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | History | Added to | 1,207,202 | 51,342 | 3.06% | 1.89% | 1 | +463,265 | 62.27% | Q1 2026 | May 13, 2026 |
| First International Bank of Israel Ltd. | History | New | 680,000 | 28,920 | 8.5% | — | 2 | +680,000 | New | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 323,977 | 13,778 | 0.16% | 0.16% | 3 | +1,777 | 0.55% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 294,071 | 12,506 | 0.0% | 0.0% | 4 | +75,718 | 34.68% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 281,130 | 11,956 | 0.03% | 0.03% | 5 | +30,034 | 11.96% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 232,030 | 9,868 | 0.01% | 0.01% | 6 | +56,863 | 32.46% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 216,843 | 9,222 | 1.02% | 1.11% | 7 | -10,539 | -4.63% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 196,692 | 8,365 | 0.02% | 0.02% | 8 | +137 | 0.07% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 149,230 | 6,346 | 0.07% | 0.03% | 9 | +85,864 | 135.5% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 142,789 | 6,072 | 0.0% | 0.0% | 10 | +41,970 | 41.63% | Q1 2026 | May 06, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 124,440 | 5,292 | 1.06% | 1.64% | 11 | -56,105 | -31.08% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 121,652 | 5,173 | 0.02% | 0.02% | 12 | -16,000 | -11.62% | Q1 2026 | Apr 30, 2026 |
| SMART Wealth LLC | History | Reduced | 116,934 | 4,973 | 1.46% | 1.63% | 13 | -6,089 | -4.95% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 114,426 | 4,866 | 0.0% | 0.0% | 14 | +90,294 | 374.17% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 105,273 | 4,477 | 0.06% | 0.07% | 15 | -1,507 | -1.41% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 99,524 | 4,232 | 0.01% | 0.0% | 16 | +21,810 | 28.06% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 91,061 | 3,872 | 0.08% | 0.09% | 17 | -30 | -0.03% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 75,974 | 3,307 | 0.19% | 0.16% | 18 | +12,418 | 19.54% | Q1 2026 | Apr 17, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 71,527 | 3,042 | 0.48% | 0.37% | 19 | +20,213 | 39.39% | Q1 2026 | May 07, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 68,730 | 2,923 | 0.29% | 0.29% | 20 | +749 | 1.1% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 66,066 | 2,810 | 0.01% | 0.01% | 21 | +7,370 | 12.56% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 55,802 | 2,373 | 0.04% | 0.02% | 22 | +29,752 | 114.21% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,497 | 2,275 | 0.0% | 0.0% | 23 | +14,695 | 37.87% | Q1 2026 | Apr 27, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 49,244 | 2,094 | 0.58% | 0.52% | 24 | +6,300 | 14.67% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 45,718 | 1,944 | 0.0% | 0.0% | 25 | +19,820 | 76.53% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | Added to | 44,328 | 1,885 | 0.37% | 0.35% | 26 | +4,234 | 10.56% | Q1 2026 | May 11, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | New | 40,692 | 1,730 | 0.55% | — | 27 | +40,692 | New | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 39,154 | 1,665 | 0.01% | 0.01% | 28 | +4,755 | 13.82% | Q1 2026 | May 15, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 37,255 | 1,584 | 1.17% | 1.28% | 29 | -2,060 | -5.24% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 36,948 | 1,571 | 0.47% | 0.12% | 30 | +28,107 | 317.92% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 35,907 | 1,527 | 0.09% | 0.08% | 31 | +4,073 | 12.79% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,573 | 1,428 | 0.0% | 0.0% | 32 | +16,539 | 97.09% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | New | 28,259 | 1,201 | 0.02% | — | 33 | +28,259 | New | Q1 2026 | Apr 22, 2026 |
| 1ST SOURCE BANK | History | New | 26,454 | 1,125 | 0.06% | — | 34 | +26,454 | New | Q1 2026 | May 04, 2026 |
| Falcon Wealth Planning | History | New | 23,386 | 994 | 0.07% | — | 35 | +23,386 | New | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 22,483 | 956 | 0.01% | 0.01% | 36 | -580 | -2.51% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 20,665 | 878 | 0.0% | 0.0% | 37 | -3,400 | -14.13% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,506 | 874 | 0.05% | 0.01% | 38 | +13,978 | 214.12% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,400 | 868 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 19,983 | 849 | 0.01% | — | 40 | +19,983 | New | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | Added to | 19,792 | 841 | 0.42% | 0.21% | 41 | +10,072 | 103.62% | Q1 2026 | May 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 19,340 | 822 | 0.3% | 0.25% | 42 | +3,688 | 23.56% | Q1 2026 | Apr 27, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 18,918 | 804 | 0.17% | 0.48% | 43 | -30,281 | -61.55% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,633 | 792 | 0.0% | — | 44 | +18,633 | New | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 17,150 | 729 | 0.02% | 0.03% | 45 | -8,650 | -33.53% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 15,873 | 675 | 0.01% | 0.01% | 46 | +2,246 | 16.48% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 15,782 | 671 | 0.08% | 0.06% | 47 | +4,411 | 38.79% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,160 | 602 | 0.01% | 0.0% | 48 | +13,833 | 4230.28% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,089 | 599 | 0.01% | 0.01% | 49 | +1,209 | 9.39% | Q1 2026 | May 18, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 13,769 | 585 | 0.17% | 0.2% | 50 | -437 | -3.08% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,925 | 549 | 0.0% | 0.0% | 51 | +5,125 | 65.71% | Q1 2026 | Jun 02, 2026 |
| Sequent Planning LLC | History | New | 12,527 | 532 | 0.13% | — | 52 | +12,527 | New | Q1 2026 | Apr 21, 2026 |
| Camelot Portfolios, LLC | History | No change | 12,400 | 527 | 0.39% | 0.33% | 53 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 12,272 | 521 | 0.01% | 0.01% | 54 | +200 | 1.66% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,917 | 506 | 0.0% | 0.0% | 55 | -14 | -0.12% | Q1 2026 | May 13, 2026 |
| Cottage Street Advisors LLC | History | Added to | 11,624 | 494 | 0.21% | 0.12% | 56 | +4,852 | 71.65% | Q1 2026 | Apr 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 11,479 | 488 | 0.36% | 0.41% | 57 | +3 | 0.03% | Q1 2026 | Apr 27, 2026 |
| VICUS CAPITAL | History | New | 11,009 | 468 | 0.03% | — | 58 | +11,009 | New | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,000 | 467 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACT Advisors, LLC. | History | No change | 10,618 | 451 | 0.19% | 0.18% | 60 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,216 | 443 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Added to | 10,369 | 440 | 0.07% | 0.07% | 62 | +640 | 6.58% | Q1 2026 | Apr 17, 2026 |
| Oakmont Advisory Group, LLC | History | New | 10,001 | 425 | 0.43% | — | 63 | +10,001 | New | Q1 2026 | May 12, 2026 |
| Grantvest Financial Group LLC | History | Added to | 9,941 | 422 | 0.27% | 0.23% | 64 | +1,637 | 19.71% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 9,902 | 421 | 0.27% | 0.27% | 65 | +769 | 8.42% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 9,446 | 401 | 0.0% | — | 66 | +9,446 | New | Q1 2026 | May 08, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 8,747 | 372 | 0.27% | 0.23% | 67 | +482 | 5.83% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 8,696 | 370 | 0.0% | — | 68 | +8,696 | New | Q1 2026 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,615 | 366 | 0.01% | 0.01% | 69 | -198 | -2.25% | Q1 2026 | Apr 20, 2026 |
| Castleview Partners, LLC | History | Added to | 8,507 | 361 | 0.19% | 0.12% | 70 | +3,091 | 57.07% | Q1 2026 | May 01, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,492 | 361 | 0.18% | 0.19% | 71 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 8,135 | 345 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,814 | 332 | 0.0% | 0.0% | 73 | +2,438 | 45.35% | Q1 2026 | May 05, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 7,673 | 326 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,642 | 325 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JDM Financial Group LLC | History | No change | 7,640 | 324 | 0.12% | 0.13% | 76 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Western Wealth Management, LLC | History | New | 7,198 | 306 | 0.01% | — | 77 | +7,198 | New | Q1 2026 | May 19, 2026 |
| Santori & Peters, Inc. | History | New | 7,137 | 303 | 0.09% | — | 78 | +7,137 | New | Q1 2026 | May 07, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 7,086 | 301 | 0.12% | 0.13% | 79 | -130 | -1.8% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,023 | 299 | 0.0% | 0.01% | 80 | -19,687 | -73.71% | Q1 2026 | Apr 07, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 6,947 | 295 | 0.1% | 0.12% | 81 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,846 | 291 | 0.0% | 0.0% | 82 | -191 | -2.71% | Q1 2026 | May 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 6,822 | 290 | 0.19% | — | 83 | +6,822 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | New | 6,765 | 287 | 0.0% | — | 84 | +6,765 | New | Q1 2026 | May 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,704 | 285 | 0.02% | 0.02% | 85 | +1,245 | 22.81% | Q1 2026 | Apr 22, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 6,522 | 277 | 0.21% | 0.22% | 86 | -394 | -5.7% | Q1 2026 | May 19, 2026 |
| Mutual Advisors, LLC | History | No change | 6,017 | 255 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 5,851 | 248 | 0.14% | 0.16% | 88 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kercheville Advisors, LLC | History | No change | 5,700 | 242 | 0.08% | 0.06% | 89 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LexAurum Advisors, LLC | History | New | 5,449 | 231 | 0.03% | — | 90 | +5,449 | New | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Reduced | 5,425 | 230 | 0.01% | 0.01% | 91 | -817 | -13.09% | Q1 2026 | May 05, 2026 |
| LVZ, Inc. | History | New | 5,351 | 227 | 0.03% | — | 92 | +5,351 | New | Q1 2026 | Apr 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 5,321 | 226 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,266 | 225 | 0.18% | 0.21% | 94 | -630 | -10.69% | Q1 2026 | Apr 30, 2026 |
| Sage Capital Advisors,llc | History | New | 5,236 | 222 | 0.05% | — | 96 | +5,236 | New | Q1 2026 | Apr 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,230 | 222 | 0.01% | — | 95 | +5,230 | New | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,220 | 222 | 0.0% | — | 97 | +5,220 | New | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 5,215 | 221 | 0.01% | — | 98 | +5,215 | New | Q1 2026 | May 12, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 5,160 | 219 | 0.14% | 0.14% | 99 | -60 | -1.15% | Q1 2026 | Apr 20, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 5,133 | 218 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Reduced | 4,811 | 204 | 0.01% | 0.02% | 101 | -4,713 | -49.49% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 4,771 | 202 | 0.0% | — | 102 | +4,771 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,712 | 200 | 0.0% | 0.0% | 103 | -255 | -5.13% | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | No change | 3,200 | 136 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,128 | 133 | 0.01% | 0.01% | 105 | -1,000 | -24.22% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,546 | 108 | 0.01% | 0.01% | 106 | +735 | 40.59% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,500 | 108 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 2,487 | 105 | 0.02% | 0.02% | 108 | -1,059 | -29.86% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,650 | 70 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ASSETMARK, INC | History | No change | 1,642 | 69 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,490 | 63 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,424 | 60 | 0.01% | 0.03% | 112 | -2,534 | -64.02% | Q1 2026 | May 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,262 | 53 | 0.0% | 0.0% | 113 | -1 | -0.08% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,201 | 51 | 0.0% | 0.0% | 114 | +1,040 | 645.96% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | No change | 1,060 | 45 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,078 | 45 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 780 | 33 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | No change | 798 | 33 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 487 | 20 | 0.0% | — | 119 | +487 | New | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 263 | 11 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | No change | 263 | 11 | 0.02% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 161 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 130 | 5 | 0.0% | 0.04% | 124 | -27,662 | -99.53% | Q1 2026 | Apr 22, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 1.28% | — | -39,315 | -100.0% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,588 | -100.0% | Q1 2026 | May 05, 2026 |
| Foguth Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,502 | -100.0% | Q1 2026 | Jun 01, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,063 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,940 | -100.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,604 | -100.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,996 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,043 | -100.0% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -643 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |