FIRST TRUST EXCHANGE-TRADED FUND VIII - EIPI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,766,909 | 60,429 | 0.0% | 0.0% | 1 | +19,332 | 0.7% | Q2 2026 | Aug 13, 2026 |
| Arvest Bank Trust Division | History | Reduced | 1,760,193 | 38,442 | 1.87% | 2.24% | 2 | -70,657 | -3.86% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 1,284,660 | 28,056 | 0.01% | 0.01% | 3 | +1,840 | 0.14% | Q2 2026 | Aug 07, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,023,734 | 22,358 | 1.38% | 1.61% | 4 | +10,849 | 1.07% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 917,037 | 20,028 | 0.0% | 0.0% | 5 | +109,207 | 13.52% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 886,810 | 19,367 | 0.0% | 0.0% | 6 | -5,555 | -0.62% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 809,233 | 17,673 | 0.21% | 0.31% | 7 | +5,056 | 0.63% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 727,590 | 15,890 | 0.09% | 0.14% | 8 | -46,863 | -6.05% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 683,567 | 14,929 | 0.0% | 0.0% | 9 | +16,982 | 2.55% | Q2 2026 | Aug 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 610,463 | 13,332 | 1.61% | 1.89% | 10 | -4,737 | -0.77% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 444,159 | 9,700 | 0.01% | 0.0% | 11 | +316,254 | 247.26% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 319,994 | 6,989 | 0.01% | 0.01% | 12 | +38,316 | 13.6% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 301,151 | 6,577 | 0.02% | 0.02% | 13 | -270 | -0.09% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 275,480 | 6,016 | 0.0% | 0.0% | 14 | +47,609 | 20.89% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 215,192 | 4,699 | 0.05% | 0.06% | 15 | -7,740 | -3.47% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | New | 208,232 | 4,547 | 0.03% | — | 16 | +208,232 | New | Q2 2026 | Jul 29, 2026 |
| Triad Wealth Partners, LLC | History | New | 186,543 | 4,161 | 0.25% | — | 17 | +186,543 | New | Q2 2026 | Aug 10, 2026 |
| Paller Financial Services Inc | History | Reduced | 173,202 | 3,782 | 2.83% | 3.35% | 18 | -6,760 | -3.76% | Q2 2026 | Jul 07, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 154,621 | 3,376 | 0.71% | 0.88% | 19 | -435 | -0.28% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 147,894 | 3,230 | 0.0% | 0.0% | 20 | -27,602 | -15.73% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 146,441 | 3,198 | 1.15% | 1.33% | 21 | +1,142 | 0.79% | Q2 2026 | Jul 30, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 140,901 | 3,154 | 0.38% | 0.41% | 22 | +684 | 0.49% | Q2 2026 | Jul 27, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 142,258 | 3,106 | 0.53% | 0.64% | 23 | -4,132 | -2.82% | Q2 2026 | Jul 16, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 136,989 | 2,991 | 0.28% | 0.35% | 24 | -950 | -0.69% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 133,949 | 2,925 | 0.1% | 0.12% | 25 | -5,936 | -4.24% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 124,882 | 2,727 | 0.03% | 0.04% | 26 | +149 | 0.12% | Q2 2026 | Aug 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 103,840 | 2,267 | 0.0% | 0.0% | 27 | -9,888 | -8.69% | Q2 2026 | Aug 14, 2026 |
| Community Bank, N.A. | History | No change | 100,000 | 2,184 | 0.24% | 0.27% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 94,728 | 2,068 | 0.01% | 0.01% | 29 | -1,841 | -1.91% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 87,974 | 1,921 | 0.0% | — | 30 | +87,974 | New | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 85,686 | 1,893 | 0.0% | 0.0% | 31 | +3,514 | 4.28% | Q2 2026 | Jul 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 84,836 | 1,852 | 0.07% | 0.1% | 32 | -7,698 | -8.32% | Q2 2026 | Jul 27, 2026 |
| OneAscent Family Office, LLC | History | Added to | 83,379 | 1,820 | 0.92% | 0.8% | 33 | +32,340 | 63.36% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 77,672 | 1,696 | 0.0% | 0.0% | 34 | +36,337 | 87.91% | Q2 2026 | Aug 06, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 77,193 | 1,685 | 1.03% | 1.18% | 35 | -4,466 | -5.47% | Q2 2026 | Jul 15, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 75,778 | 1,654 | 0.35% | 0.4% | 36 | -524 | -0.69% | Q2 2026 | Aug 11, 2026 |
| ALTFEST L J & CO INC | History | Added to | 73,640 | 1,608 | 0.16% | 0.17% | 37 | +2,340 | 3.28% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 73,415 | 1,603 | 0.0% | 0.0% | 38 | +1,804 | 2.52% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 73,129 | 1,597 | 0.0% | 0.0% | 39 | +58,952 | 415.83% | Q2 2026 | Aug 07, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 69,473 | 1,517 | 0.53% | 0.58% | 40 | -226 | -0.32% | Q2 2026 | Aug 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 67,747 | 1,479 | 0.01% | 0.01% | 41 | -171 | -0.25% | Q2 2026 | Jul 24, 2026 |
| Magnus Financial Group LLC | History | Added to | 60,865 | 1,329 | 0.09% | 0.11% | 42 | +51 | 0.08% | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 58,745 | 1,282 | 0.04% | 0.05% | 43 | -473 | -0.8% | Q2 2026 | Jul 06, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Reduced | 54,170 | 1,183 | 0.56% | 0.72% | 44 | -7,146 | -11.65% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,307 | 1,164 | 0.01% | 0.01% | 45 | +5,354 | 11.17% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 51,380 | 1,122 | 0.0% | 0.0% | 46 | +4,101 | 8.67% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 49,996 | 1,091 | 0.0% | 0.0% | 47 | +32,870 | 191.93% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 49,089 | 1,072 | 0.02% | 0.02% | 48 | +153 | 0.31% | Q2 2026 | Jul 31, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 48,449 | 1,058 | 0.0% | — | 49 | +48,449 | New | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 46,894 | 1,054 | 0.17% | 0.14% | 50 | -50 | -0.11% | Q2 2026 | Jul 17, 2026 |
| AlTi Global, Inc. | History | No change | 47,998 | 1,048 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,991 | 1,004 | 0.01% | 0.01% | 52 | +3,149 | 7.35% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 43,936 | 959 | 0.0% | 0.0% | 53 | +5,687 | 14.87% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 43,910 | 958 | 0.0% | 0.01% | 54 | -32,338 | -42.41% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 42,554 | 929 | 0.01% | 0.01% | 55 | -10 | -0.02% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 41,071 | 896 | 0.0% | 0.0% | 56 | +184 | 0.45% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Reduced | 39,530 | 863 | 0.0% | 0.01% | 57 | -976 | -2.41% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 39,167 | 855 | 0.02% | 0.02% | 58 | +9,100 | 30.27% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 34,322 | 749 | 0.02% | 0.01% | 59 | +17,361 | 102.36% | Q2 2026 | Aug 14, 2026 |
| Latash Investments, LLC | History | No change | 32,168 | 702 | 0.51% | 0.56% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 30,624 | 668 | 0.03% | 0.03% | 61 | -1,108 | -3.49% | Q2 2026 | Aug 10, 2026 |
| WESPAC Advisors, LLC | History | Added to | 30,507 | 666 | 0.32% | 0.37% | 62 | +139 | 0.46% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 30,234 | 660 | 0.0% | 0.01% | 63 | -24,194 | -44.45% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 28,286 | 617 | 0.04% | 0.05% | 64 | +430 | 1.54% | Q2 2026 | Aug 12, 2026 |
| Inscription Capital, LLC | History | Added to | 28,078 | 613 | 0.05% | 0.05% | 65 | +5,411 | 23.87% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 26,292 | 574 | 0.02% | 0.02% | 66 | -669 | -2.48% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 25,843 | 564 | 0.01% | — | 67 | +25,843 | New | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 24,931 | 544 | 0.03% | 0.04% | 68 | -217 | -0.86% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,471 | 534 | 0.0% | 0.0% | 69 | -523 | -2.09% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | New | 23,927 | 522 | 0.01% | — | 70 | +23,927 | New | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,255 | 507 | 0.0% | 0.01% | 71 | +727 | 3.23% | Q2 2026 | Jul 27, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | Added to | 22,865 | 499 | 0.07% | 0.13% | 72 | +7,089 | 44.94% | Q2 2026 | Aug 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 22,030 | 481 | 0.49% | — | 73 | +22,030 | New | Q2 2026 | Jul 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 20,793 | 449 | 0.03% | 0.03% | 74 | +2,168 | 11.64% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 20,385 | 445 | 0.01% | — | 75 | +20,385 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20,079 | 438 | 0.01% | 0.0% | 76 | +7,861 | 64.34% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 20,007 | 436 | 0.0% | 0.0% | 77 | -209 | -1.03% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | New | 19,798 | 432 | 0.0% | — | 78 | +19,798 | New | Q2 2026 | Aug 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 18,735 | 406 | 0.02% | 0.02% | 79 | -510 | -2.65% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,243 | 398 | 0.0% | 0.01% | 80 | -20,484 | -52.89% | Q2 2026 | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 18,135 | 396 | 0.39% | 0.41% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,960 | 392 | 0.0% | 0.0% | 82 | +796 | 4.64% | Q2 2026 | Aug 11, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 17,889 | 390 | 0.13% | 0.16% | 83 | -2,447 | -12.03% | Q2 2026 | Aug 04, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 17,615 | 384 | 0.02% | 0.03% | 84 | -489 | -2.7% | Q2 2026 | Aug 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 16,857 | 368 | 0.02% | 0.02% | 85 | +1,408 | 9.11% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | Added to | 16,578 | 362 | 0.0% | 0.0% | 86 | +253 | 1.55% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 15,803 | 345 | 0.01% | 0.01% | 87 | -1,550 | -8.93% | Q2 2026 | Jul 15, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 15,553 | 339 | 0.02% | 0.02% | 88 | -135 | -0.86% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 15,553 | 339 | 0.0% | 0.0% | 89 | -135 | -0.86% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 15,285 | 333 | 0.01% | 0.01% | 90 | +2,055 | 15.53% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 15,097 | 329 | 0.04% | 0.04% | 91 | +252 | 1.7% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 15,016 | 327 | 0.0% | 0.0% | 92 | +247 | 1.67% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,433 | 315 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairman Group, LLC | History | Reduced | 13,749 | 300 | 0.24% | 0.3% | 94 | -1,960 | -12.48% | Q2 2026 | Aug 04, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 13,170 | 287 | 0.06% | 0.07% | 95 | -1,133 | -7.92% | Q2 2026 | Jul 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,958 | 283 | 0.01% | 0.01% | 96 | -4,532 | -25.91% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 12,851 | 280 | 0.28% | 0.29% | 97 | +66 | 0.52% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 12,647 | 276 | 0.0% | 0.01% | 98 | -7,348 | -36.75% | Q2 2026 | Jul 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 12,413 | 271 | 0.03% | 0.04% | 99 | +301 | 2.49% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 12,248 | 267 | 0.0% | 0.0% | 100 | -878 | -6.69% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,000 | 262 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 12,000 | 262 | 0.0% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,790 | 257 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 11,123 | 244 | 0.01% | 0.02% | 104 | +80 | 0.72% | Q2 2026 | Jul 14, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 10,906 | 238 | 0.17% | 0.21% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,685 | 233 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Register Financial Advisors LLC | History | Added to | 10,542 | 230 | 0.07% | 0.09% | 107 | +176 | 1.7% | Q2 2026 | Jul 15, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 10,210 | 222 | 0.16% | 0.18% | 109 | +810 | 8.62% | Q2 2026 | Jul 28, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 10,186 | 222 | 0.03% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 9,998 | 218 | 0.01% | 0.01% | 110 | +7 | 0.07% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,974 | 217 | 0.0% | 0.0% | 111 | +943 | 10.44% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,824 | 214 | 0.0% | 0.0% | 112 | -1,494 | -13.2% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 9,578 | 209 | 0.09% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 9,410 | 205 | 0.0% | 0.0% | 114 | -3,858 | -29.08% | Q2 2026 | Aug 17, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 8,423 | 183 | 0.01% | 0.01% | 115 | +185 | 2.25% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7,260 | 158 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | New | 6,949 | 151 | 0.0% | — | 117 | +6,949 | New | Q2 2026 | Aug 12, 2026 |
| West Branch Capital LLC | History | No change | 5,911 | 129 | 0.03% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 5,468 | 119 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allied Private Wealth LLC | History | New | 4,858 | 108 | 0.07% | — | 120 | +4,858 | New | Q2 2026 | Jul 09, 2026 |
| Quantum Portfolio Management LLC | History | New | 4,849 | 105 | 0.04% | — | 121 | +4,849 | New | Q2 2026 | Aug 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 4,575 | 99 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 3,749 | 81 | 0.03% | — | 123 | +3,749 | New | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Added to | 3,672 | 80 | 0.0% | 0.0% | 124 | +1,840 | 100.44% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 2,992 | 67 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,080 | 67 | 0.0% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,979 | 64 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | New | 2,880 | 62 | 0.0% | — | 129 | +2,880 | New | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,864 | 62 | 0.0% | 0.0% | 128 | -380 | -11.71% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,694 | 58 | 0.0% | 0.0% | 130 | -2,770 | -50.7% | Q2 2026 | Jul 17, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 2,607 | 57 | 0.03% | 0.03% | 131 | +8 | 0.31% | Q2 2026 | Jul 15, 2026 |
| Vanguard National Trust Co | History | No change | 2,557 | 55 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 2,485 | 54 | 0.0% | 0.0% | 133 | -539 | -17.82% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | Added to | 2,063 | 45 | 0.0% | 0.0% | 134 | +27 | 1.33% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 1,624 | 35 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,514 | 33 | 0.0% | 0.0% | 136 | +1,360 | 883.12% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 1,450 | 31 | 0.0% | — | 137 | +1,450 | New | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | New | 1,205 | 26 | 0.01% | — | 138 | +1,205 | New | Q2 2026 | Aug 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,189 | 25 | 0.01% | 0.01% | 139 | +206 | 20.96% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | Reduced | 1,059 | 23 | 0.0% | 0.0% | 140 | -149 | -12.33% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,005 | 21 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 869 | 18 | 0.0% | — | 142 | +869 | New | Q2 2026 | Aug 13, 2026 |
| ROGCO, LP | History | New | 795 | 17 | 0.01% | — | 145 | +795 | New | Q2 2026 | Jul 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 785 | 17 | 0.0% | — | 144 | +785 | New | Q2 2026 | Jul 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 790 | 17 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 704 | 15 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 627 | 13 | 0.01% | 0.01% | 148 | +2 | 0.32% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 581 | 13 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 572 | 12 | 0.0% | 0.0% | 149 | -516 | -47.43% | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | New | 528 | 11 | 0.0% | — | 151 | +528 | New | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 541 | 11 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 490 | 10 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 400 | 8 | 0.0% | — | 153 | +400 | New | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 312 | 6 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | New | 262 | 5 | 0.0% | — | 155 | +262 | New | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 215 | 4 | 0.0% | 0.0% | 157 | +4 | 1.9% | Q2 2026 | Aug 03, 2026 |
| Roble, Belko & Company, Inc | History | No change | 200 | 4 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 156 | 3 | 0.0% | — | 159 | +156 | New | Q2 2026 | Jul 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 150 | 3 | 0.0% | — | 160 | +150 | New | Q2 2026 | Jul 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 174 | 3 | 0.0% | 0.0% | 158 | +9 | 5.45% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 100 | 2 | 0.0% | 0.0% | 161 | -470 | -82.46% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 120 | 2 | 0.0% | — | 162 | +120 | New | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LongView Wealth Management | History | Closed out | 0 | 0 | — | 0.59% | — | -106,599 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -28,782 | -100.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -13,087 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,986 | -100.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,179 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,998 | -100.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,980 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,350 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,490 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.02% | — | -1,905 | -100.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,879 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -682 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -129 | -99.23% | Q2 2026 | Jul 15, 2026 |
| SIGNATUREFD, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |