FIRST TRUST EXCHANGE-TRADED FUND VIII - EIPI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 26 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 2,660,795 | 52,870 | 0.0% | 0.0% | 1 | +93,969 | 3.66% | Q4 2025 | Feb 13, 2026 |
| Arvest Bank Trust Division | History | New | 1,646,342 | 32,712 | 1.77% | — | 2 | +1,646,342 | New | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 1,141,886 | 22,689 | 0.01% | 0.01% | 3 | +88,317 | 8.38% | Q4 2025 | Feb 11, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 992,672 | 19,724 | 1.47% | 1.45% | 4 | +24,411 | 2.52% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 873,899 | 17,364 | 0.0% | 0.0% | 5 | -37,452 | -4.11% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 826,793 | 16,428 | 0.3% | 0.33% | 6 | -6,728 | -0.81% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 826,246 | 16,417 | 0.13% | 0.09% | 7 | -29,860 | -3.49% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 737,674 | 14,658 | 0.0% | — | 8 | +737,674 | New | Q4 2025 | Feb 17, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 557,941 | 11,086 | 1.56% | — | 9 | +557,941 | New | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 431,196 | 8,567 | 0.0% | 0.0% | 10 | +133,144 | 44.67% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 304,814 | 6,057 | 0.02% | 0.02% | 11 | -1,364 | -0.45% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 271,552 | 5,396 | 0.01% | 0.01% | 12 | +10,554 | 4.04% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 219,946 | 4,370 | 0.06% | 0.07% | 13 | +62 | 0.03% | Q4 2025 | Feb 13, 2026 |
| LongView Wealth Management | History | Added to | 216,430 | 4,313 | 1.04% | 1.15% | 14 | +1,736 | 0.81% | Q4 2025 | Jan 13, 2026 |
| Paller Financial Services Inc | History | New | 180,082 | 3,578 | 2.87% | — | 15 | +180,082 | New | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 163,350 | 3,245 | 0.0% | 0.0% | 16 | +233 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 149,738 | 2,975 | 0.11% | 0.12% | 17 | -6,304 | -4.04% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 148,661 | 2,953 | 0.0% | 0.0% | 18 | +96,651 | 185.83% | Q4 2025 | Feb 13, 2026 |
| Cambridge Advisors Inc. | History | Added to | 145,665 | 2,894 | 0.55% | 0.55% | 19 | +4,207 | 2.97% | Q4 2025 | Jan 21, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 144,489 | 2,870 | 1.15% | 1.14% | 20 | +1,446 | 1.01% | Q4 2025 | Jan 28, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 128,879 | 2,560 | 0.36% | 0.35% | 21 | +1,025 | 0.8% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 128,813 | 2,559 | 0.0% | 0.0% | 22 | +8,241 | 6.83% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 125,047 | 2,484 | 0.04% | 0.04% | 23 | -2,672 | -2.09% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 113,746 | 2,253 | 0.0% | 0.0% | 24 | +13,609 | 13.59% | Q4 2025 | Jan 08, 2026 |
| NWF Advisory Services Inc. | History | Added to | 108,809 | 2,162 | 0.24% | 0.23% | 25 | +5,074 | 4.89% | Q4 2025 | Mar 03, 2026 |
| Community Bank, N.A. | History | No change | 100,000 | 1,986 | 0.23% | 0.24% | 26 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 94,388 | 1,875 | 0.01% | 0.01% | 27 | -2,036 | -2.11% | Q4 2025 | Feb 12, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 82,337 | 1,636 | 1.09% | 1.22% | 28 | -3,121 | -3.65% | Q4 2025 | Jan 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 79,370 | 1,577 | 0.08% | 0.1% | 29 | -150 | -0.19% | Q4 2025 | Jan 28, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 77,830 | 1,546 | 0.35% | 0.36% | 30 | -1,917 | -2.4% | Q4 2025 | Jan 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 77,769 | 1,545 | 0.01% | 0.01% | 31 | -15,049 | -16.21% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,218 | 1,434 | 0.0% | 0.0% | 32 | +2,201 | 3.14% | Q4 2025 | Feb 12, 2026 |
| ALTFEST L J & CO INC | History | Added to | 70,481 | 1,400 | 0.15% | 0.15% | 33 | +488 | 0.7% | Q4 2025 | Jan 23, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 70,160 | 1,394 | 0.52% | 0.54% | 34 | -1,301 | -1.82% | Q4 2025 | Feb 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 62,831 | 1,248 | 0.09% | 0.09% | 35 | +3,985 | 6.77% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | No change | 62,071 | 1,233 | 0.09% | 0.1% | 36 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 58,367 | 1,159 | 0.04% | 0.04% | 37 | +405 | 0.7% | Q4 2025 | Jan 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 54,428 | 1,081 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | New | 51,420 | 1,021 | 0.07% | — | 39 | +51,420 | New | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 48,951 | 972 | 0.02% | 0.02% | 40 | -2,545 | -4.94% | Q4 2025 | Feb 03, 2026 |
| AlTi Global, Inc. | History | No change | 47,998 | 953 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 47,730 | 948 | 0.0% | 0.0% | 42 | +384 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 47,485 | 941 | 0.14% | 0.17% | 43 | -7,389 | -13.47% | Q4 2025 | Jan 16, 2026 |
| OneAscent Family Office, LLC | History | Added to | 44,890 | 891 | 0.6% | 0.42% | 44 | +18,790 | 71.99% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 44,721 | 888 | 0.01% | 0.01% | 45 | -1,631 | -3.52% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 43,775 | 869 | 0.0% | 0.0% | 46 | +5,014 | 12.94% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 42,554 | 845 | 0.01% | 0.01% | 47 | -2,000 | -4.49% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 40,960 | 813 | 0.01% | 0.01% | 48 | -1,464 | -3.45% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 40,573 | 806 | 0.0% | 0.0% | 49 | +733 | 1.84% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 37,619 | 747 | 0.0% | 0.0% | 50 | -1,667 | -4.24% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,409 | 743 | 0.0% | 0.0% | 51 | +2,544 | 7.3% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 33,031 | 656 | 0.36% | 0.43% | 52 | -4,244 | -11.39% | Q4 2025 | Jan 14, 2026 |
| Latash Investments, LLC | History | No change | 32,168 | 639 | 0.43% | 0.46% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 31,964 | 635 | 0.01% | 0.02% | 54 | -13,395 | -29.53% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 30,825 | 612 | 0.03% | 0.03% | 55 | +1,100 | 3.7% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 29,467 | 585 | 0.01% | 0.01% | 56 | +3,850 | 15.03% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 28,937 | 575 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 27,115 | 538 | 0.04% | 0.04% | 58 | +2,535 | 10.31% | Q4 2025 | Jan 23, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 25,347 | 503 | 0.3% | — | 59 | +25,347 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,270 | 502 | 0.0% | 0.0% | 60 | -75,605 | -74.95% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,168 | 500 | 0.0% | 0.0% | 61 | +525 | 2.13% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 25,073 | 498 | 0.03% | 0.03% | 62 | -157 | -0.62% | Q4 2025 | Feb 03, 2026 |
| Fisher Asset Management, LLC | History | New | 25,041 | 497 | 0.0% | — | 63 | +25,041 | New | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,940 | 435 | 0.0% | 0.0% | 64 | +2,499 | 12.85% | Q4 2025 | Feb 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 21,411 | 429 | 0.55% | 0.63% | 65 | +334 | 1.58% | Q4 2025 | Jan 07, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 20,871 | 414 | 0.15% | 0.15% | 66 | -3,161 | -13.15% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 20,437 | 406 | 0.01% | 0.0% | 67 | +20,235 | 10017.33% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,383 | 405 | 0.0% | 0.0% | 68 | +1,213 | 6.33% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,207 | 402 | 0.0% | 0.0% | 69 | -4,868 | -19.41% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 19,945 | 396 | 0.0% | 0.0% | 70 | -4,904 | -19.74% | Q4 2025 | Jan 29, 2026 |
| Inscription Capital, LLC | History | New | 19,829 | 394 | 0.04% | — | 71 | +19,829 | New | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,770 | 392 | 0.0% | 0.0% | 72 | +2,142 | 12.15% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,518 | 387 | 0.0% | 0.0% | 73 | +177 | 0.92% | Q4 2025 | Jan 20, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 19,363 | 384 | 0.03% | 0.03% | 74 | -484 | -2.44% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 18,791 | 373 | 0.01% | 0.01% | 75 | -5,108 | -21.37% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,568 | 349 | 0.02% | 0.02% | 76 | +4,482 | 34.25% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,010 | 337 | 0.0% | 0.01% | 77 | +1,238 | 7.85% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,911 | 336 | 0.01% | 0.04% | 78 | -16,551 | -49.46% | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 16,909 | 335 | 0.01% | 0.03% | 79 | -69,141 | -80.35% | Q4 2025 | Feb 09, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 16,858 | 334 | 0.02% | 0.03% | 80 | -4,152 | -19.76% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 16,858 | 334 | 0.01% | 0.0% | 81 | -4,152 | -19.76% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 16,500 | 327 | 0.0% | 0.0% | 82 | +180 | 1.1% | Q4 2025 | Feb 13, 2026 |
| Fairman Group, LLC | History | No change | 15,709 | 312 | 0.25% | 0.25% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 15,449 | 306 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 15,333 | 304 | 0.07% | 0.08% | 85 | -1,969 | -11.38% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | New | 15,103 | 300 | 0.0% | — | 86 | +15,103 | New | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 14,849 | 295 | 0.01% | 0.01% | 87 | -528 | -3.43% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 14,593 | 289 | 0.04% | 0.04% | 88 | +271 | 1.89% | Q4 2025 | Jan 21, 2026 |
| Pathstone Holdings, LLC | History | New | 14,524 | 288 | 0.0% | — | 89 | +14,524 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,433 | 286 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 13,891 | 276 | 0.0% | 0.0% | 91 | -250 | -1.77% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 13,782 | 273 | 0.01% | 0.01% | 92 | +1,591 | 13.05% | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | New | 13,482 | 267 | 0.0% | — | 93 | +13,482 | New | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 12,212 | 242 | 0.25% | 0.02% | 94 | +11,400 | 1403.94% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,000 | 238 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 12,000 | 238 | 0.01% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 11,607 | 230 | 0.0% | 0.0% | 97 | -5,726 | -33.04% | Q4 2025 | Mar 16, 2026 |
| Advisory Services Network, LLC | History | No change | 11,318 | 224 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,087 | 220 | 0.01% | 0.01% | 99 | -16 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 10,906 | 216 | 0.17% | 0.18% | 100 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 10,192 | 202 | 0.08% | 0.08% | 101 | +189 | 1.89% | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 9,578 | 190 | 0.1% | 0.13% | 102 | -8,406 | -46.74% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | No change | 9,159 | 181 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 8,980 | 177 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Whipplewood Advisors, LLC | History | No change | 8,350 | 165 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,929 | 137 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| West Branch Capital LLC | History | No change | 5,911 | 117 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,694 | 93 | 0.0% | 0.0% | 108 | +2,114 | 81.94% | Q4 2025 | Jan 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 4,575 | 90 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,715 | 73 | 0.01% | 0.0% | 110 | +1,892 | 103.78% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,080 | 61 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 3,029 | 60 | 0.0% | — | 112 | +3,029 | New | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | No change | 2,992 | 59 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,979 | 58 | 0.02% | 0.01% | 114 | +1,000 | 50.53% | Q4 2025 | Feb 10, 2026 |
| Daytona Street Capital LLC | History | New | 2,490 | 49 | 0.04% | — | 115 | +2,490 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,145 | 42 | 0.0% | 0.0% | 116 | +40 | 1.9% | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,008 | 39 | 0.01% | 0.02% | 117 | -3,340 | -62.45% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,905 | 37 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Reduced | 1,832 | 36 | 0.0% | 0.0% | 119 | -2,314 | -55.81% | Q4 2025 | Jan 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,790 | 35 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | Reduced | 1,624 | 32 | 0.0% | 0.0% | 121 | -513 | -24.01% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | Added to | 1,612 | 32 | 0.0% | 0.0% | 122 | +30 | 1.9% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 1,218 | 24 | 0.0% | 0.0% | 123 | -427 | -25.96% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 983 | 19 | 0.01% | — | 124 | +983 | New | Q4 2025 | Jan 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,005 | 19 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 789 | 15 | 0.01% | — | 126 | +789 | New | Q4 2025 | Jan 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 704 | 14 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 682 | 13 | 0.0% | 0.0% | 128 | -404 | -37.2% | Q4 2025 | Feb 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 624 | 12 | 0.01% | — | 129 | +624 | New | Q4 2025 | Mar 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 572 | 11 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 581 | 11 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 541 | 10 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 312 | 6 | 0.0% | 0.01% | 133 | -1,150 | -78.66% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 207 | 4 | 0.0% | 0.0% | 135 | -3,883 | -94.94% | Q4 2025 | Jan 26, 2026 |
| Roble, Belko & Company, Inc | History | New | 200 | 4 | 0.0% | — | 134 | +200 | New | Q4 2025 | Jan 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 171 | 3 | 0.0% | — | 136 | +171 | New | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 128 | 2 | 0.0% | 0.0% | 137 | +3 | 2.4% | Q4 2025 | Feb 11, 2026 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,381 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,282 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,541 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,267 | -100.0% | Q3 2025 | Oct 15, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,688 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,264 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,225 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,051 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -723 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FIFTH THIRD BANCORP | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q4 2025 | Feb 03, 2026 |