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 | 2,747,577 | 61,793 | 0.0% | 0.0% | 1 | +86,782 | 3.26% | Q1 2026 | May 15, 2026 |
| Arvest Bank Trust Division | History | Added to | 1,830,850 | 41,175 | 2.24% | 1.77% | 2 | +184,508 | 11.21% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,282,820 | 28,850 | 0.01% | 0.01% | 3 | +140,934 | 12.34% | Q1 2026 | May 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,012,885 | 22,779 | 1.61% | 1.47% | 4 | +20,213 | 2.04% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 892,365 | 20,069 | 0.0% | 0.0% | 5 | +18,466 | 2.11% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 807,830 | 18,168 | 0.0% | 0.0% | 6 | +70,156 | 9.51% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 804,177 | 17,917 | 0.31% | 0.3% | 7 | -22,616 | -2.74% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 774,453 | 17,417 | 0.14% | 0.13% | 8 | -51,793 | -6.27% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 666,585 | 14,991 | 0.0% | 0.0% | 9 | +235,389 | 54.59% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 615,200 | 13,835 | 1.89% | 1.56% | 10 | +57,259 | 10.26% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 301,421 | 6,779 | 0.02% | 0.02% | 11 | -3,393 | -1.11% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 281,678 | 6,335 | 0.01% | 0.01% | 12 | +10,126 | 3.73% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 227,871 | 5,124 | 0.0% | 0.0% | 13 | +79,210 | 53.28% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 222,932 | 5,013 | 0.06% | 0.06% | 14 | +2,986 | 1.36% | Q1 2026 | May 15, 2026 |
| Paller Financial Services Inc | History | Reduced | 179,962 | 4,047 | 3.35% | 2.87% | 15 | -120 | -0.07% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 175,496 | 3,946 | 0.0% | 0.0% | 16 | +12,146 | 7.44% | Q1 2026 | May 13, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 155,056 | 3,487 | 0.88% | 0.75% | 17 | -2,588 | -1.64% | Q1 2026 | May 07, 2026 |
| Cambridge Advisors Inc. | History | Added to | 146,390 | 3,292 | 0.64% | 0.55% | 18 | +725 | 0.5% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 145,299 | 3,267 | 1.33% | 1.15% | 19 | +810 | 0.56% | Q1 2026 | May 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 140,217 | 3,153 | 0.41% | 0.36% | 20 | +11,338 | 8.8% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 139,885 | 3,146 | 0.12% | 0.11% | 21 | -9,853 | -6.58% | Q1 2026 | Apr 20, 2026 |
| NWF Advisory Services Inc. | History | Added to | 137,939 | 3,102 | 0.35% | 0.24% | 22 | +29,130 | 26.77% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 127,905 | 2,876 | 0.0% | 0.0% | 23 | -908 | -0.7% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 124,733 | 2,805 | 0.04% | 0.04% | 24 | -314 | -0.25% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 113,728 | 2,557 | 0.0% | 0.0% | 25 | +88,458 | 350.05% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Reduced | 106,599 | 2,368 | 0.59% | 1.04% | 26 | -109,831 | -50.75% | Q1 2026 | Apr 15, 2026 |
| Community Bank, N.A. | History | No change | 100,000 | 2,248 | 0.27% | 0.23% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 96,569 | 2,171 | 0.01% | 0.0% | 28 | +58,950 | 156.7% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 92,534 | 2,081 | 0.1% | 0.08% | 29 | +13,164 | 16.59% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 82,172 | 1,840 | 0.0% | 0.0% | 30 | -31,574 | -27.76% | Q1 2026 | Apr 08, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 81,659 | 1,836 | 1.18% | 1.09% | 31 | -678 | -0.82% | Q1 2026 | Apr 10, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 76,302 | 1,716 | 0.4% | 0.35% | 32 | -1,528 | -1.96% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 76,248 | 1,714 | 0.01% | 0.01% | 33 | -18,140 | -19.22% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 71,611 | 1,610 | 0.0% | 0.0% | 34 | -607 | -0.84% | Q1 2026 | Apr 27, 2026 |
| ALTFEST L J & CO INC | History | Added to | 71,300 | 1,603 | 0.17% | 0.15% | 35 | +819 | 1.16% | Q1 2026 | Apr 28, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 69,699 | 1,567 | 0.58% | 0.52% | 36 | -461 | -0.66% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 67,918 | 1,527 | 0.01% | 0.01% | 37 | -9,851 | -12.67% | Q1 2026 | May 05, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 61,316 | 1,378 | 0.72% | — | 38 | +61,316 | New | Q1 2026 | May 05, 2026 |
| Magnus Financial Group LLC | History | Reduced | 60,814 | 1,367 | 0.11% | 0.09% | 39 | -1,257 | -2.03% | Q1 2026 | Apr 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 59,218 | 1,331 | 0.05% | 0.04% | 40 | +851 | 1.46% | Q1 2026 | Apr 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 54,428 | 1,224 | 0.01% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OneAscent Family Office, LLC | History | Added to | 51,039 | 1,147 | 0.8% | 0.6% | 42 | +6,149 | 13.7% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 48,936 | 1,100 | 0.02% | 0.02% | 43 | -15 | -0.03% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | No change | 47,998 | 1,079 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 47,953 | 1,078 | 0.01% | 0.0% | 45 | +223 | 0.47% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,279 | 1,063 | 0.0% | 0.0% | 46 | +3,504 | 8.0% | Q1 2026 | Jun 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 42,842 | 963 | 0.01% | 0.01% | 47 | -1,879 | -4.2% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 42,564 | 957 | 0.01% | 0.01% | 48 | +10 | 0.02% | Q1 2026 | May 08, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 46,944 | 932 | 0.14% | 0.14% | 49 | -541 | -1.14% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 41,335 | 929 | 0.0% | 0.0% | 50 | +26,232 | 173.69% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,887 | 919 | 0.0% | 0.0% | 51 | +3,478 | 9.3% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 40,506 | 910 | 0.01% | 0.0% | 52 | -67 | -0.17% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 38,727 | 870 | 0.01% | 0.0% | 53 | +16,787 | 76.51% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 38,249 | 860 | 0.0% | 0.0% | 54 | +26,642 | 229.53% | Q1 2026 | May 14, 2026 |
| Latash Investments, LLC | History | No change | 32,168 | 723 | 0.56% | 0.43% | 55 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 31,732 | 713 | 0.03% | 0.03% | 56 | +907 | 2.94% | Q1 2026 | May 08, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 30,368 | 682 | 0.37% | 0.36% | 57 | -2,663 | -8.06% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 30,067 | 676 | 0.02% | 0.01% | 58 | +600 | 2.04% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 28,782 | 647 | 0.07% | — | 59 | +28,782 | New | Q1 2026 | Apr 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 27,856 | 626 | 0.05% | 0.04% | 60 | +741 | 2.73% | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 26,961 | 606 | 0.02% | 0.01% | 61 | +12,112 | 81.57% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 25,148 | 565 | 0.04% | 0.03% | 62 | +75 | 0.3% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,994 | 562 | 0.0% | 0.0% | 63 | -174 | -0.69% | Q1 2026 | May 05, 2026 |
| Inscription Capital, LLC | History | Added to | 22,667 | 509 | 0.05% | 0.04% | 64 | +2,838 | 14.31% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,528 | 506 | 0.01% | 0.0% | 65 | +5,518 | 32.44% | Q1 2026 | Apr 20, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 20,336 | 457 | 0.16% | 0.15% | 66 | -535 | -2.56% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,216 | 454 | 0.0% | — | 67 | +20,196 | 100980.0% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,995 | 449 | 0.01% | 0.0% | 68 | +225 | 1.14% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 19,245 | 430 | 0.02% | 0.02% | 69 | +1,677 | 9.55% | Q1 2026 | May 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 21,411 | 429 | 0.55% | 0.55% | 70 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 18,625 | 414 | 0.03% | — | 71 | +18,625 | New | Q1 2026 | May 01, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 18,135 | 407 | 0.41% | 0.3% | 73 | -7,212 | -28.45% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 18,104 | 407 | 0.03% | 0.03% | 72 | -1,259 | -6.5% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,437 | 406 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 19,945 | 396 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,490 | 393 | 0.01% | 0.01% | 76 | -1,301 | -6.92% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 17,353 | 390 | 0.01% | 0.01% | 77 | +444 | 2.63% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 17,164 | 386 | 0.0% | 0.0% | 78 | -2,354 | -12.06% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,126 | 385 | 0.0% | 0.0% | 79 | -3,257 | -15.98% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,961 | 381 | 0.01% | 0.01% | 80 | +50 | 0.3% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 16,325 | 367 | 0.0% | 0.0% | 81 | -175 | -1.06% | Q1 2026 | May 13, 2026 |
| Excelsior Advisor Network LLC | History | New | 15,776 | 354 | 0.13% | — | 82 | +15,776 | New | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | No change | 15,709 | 353 | 0.3% | 0.25% | 83 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 15,688 | 352 | 0.02% | 0.02% | 84 | -1,170 | -6.94% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 15,688 | 352 | 0.0% | 0.01% | 85 | -1,170 | -6.94% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 15,449 | 341 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 14,845 | 333 | 0.04% | 0.04% | 87 | +252 | 1.73% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 14,769 | 332 | 0.0% | 0.0% | 88 | +245 | 1.69% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,433 | 324 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 14,303 | 321 | 0.07% | 0.07% | 90 | -1,030 | -6.72% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 14,177 | 318 | 0.0% | — | 91 | +14,177 | New | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | New | 13,268 | 298 | 0.0% | — | 92 | +13,268 | New | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 13,230 | 297 | 0.01% | 0.01% | 93 | -552 | -4.01% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,126 | 295 | 0.0% | — | 94 | +13,126 | New | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 13,087 | 294 | 0.0% | 0.01% | 95 | -27,873 | -68.05% | Q1 2026 | Apr 28, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 12,785 | 287 | 0.29% | 0.25% | 96 | +573 | 4.69% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,891 | 276 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,218 | 274 | 0.0% | 0.0% | 98 | +10,073 | 469.6% | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | New | 12,112 | 272 | 0.04% | — | 99 | +12,112 | New | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,986 | 269 | 0.0% | — | 102 | +11,986 | New | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,000 | 269 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 12,000 | 269 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 11,790 | 265 | 0.0% | 0.0% | 103 | -1,692 | -12.55% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | No change | 11,318 | 254 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,043 | 249 | 0.02% | 0.01% | 105 | -44 | -0.4% | Q1 2026 | Apr 24, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 10,906 | 245 | 0.21% | 0.17% | 106 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 10,685 | 240 | 0.01% | — | 107 | +10,685 | New | Q1 2026 | May 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 10,366 | 233 | 0.09% | 0.08% | 108 | +174 | 1.71% | Q1 2026 | Apr 15, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | New | 10,186 | 229 | 0.04% | — | 109 | +10,186 | New | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 9,991 | 224 | 0.01% | — | 110 | +9,991 | New | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 9,578 | 215 | 0.11% | 0.1% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alessandra Capital Management, LLC | History | New | 9,400 | 211 | 0.18% | — | 112 | +9,400 | New | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | New | 9,179 | 206 | 0.0% | — | 113 | +9,179 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 9,031 | 203 | 0.0% | — | 114 | +9,031 | New | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | New | 8,998 | 202 | 0.0% | — | 115 | +8,998 | New | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 8,980 | 201 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | No change | 8,350 | 187 | 0.1% | 0.11% | 117 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,238 | 185 | 0.01% | 0.09% | 118 | -54,593 | -86.89% | Q1 2026 | Apr 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 7,260 | 163 | 0.0% | — | 119 | +7,260 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 6,903 | 155 | 0.01% | — | 120 | +6,903 | New | Q1 2026 | May 19, 2026 |
| West Branch Capital LLC | History | No change | 5,911 | 132 | 0.04% | 0.03% | 121 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,468 | 122 | 0.02% | 0.01% | 122 | +3,460 | 172.31% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,464 | 121 | 0.0% | 0.0% | 123 | +770 | 16.4% | Q1 2026 | Apr 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 4,575 | 102 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,244 | 72 | 0.0% | 0.0% | 125 | -5,915 | -64.58% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,080 | 69 | 0.01% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 3,024 | 68 | 0.0% | 0.0% | 127 | -5 | -0.17% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,979 | 67 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 2,992 | 67 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | New | 2,599 | 58 | 0.03% | — | 130 | +2,599 | New | Q1 2026 | Apr 08, 2026 |
| Vanguard National Trust Co | History | New | 2,557 | 57 | 0.0% | — | 131 | +2,557 | New | Q1 2026 | May 08, 2026 |
| Daytona Street Capital LLC | History | No change | 2,490 | 55 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ancora Advisors LLC | History | Added to | 2,036 | 45 | 0.0% | 0.0% | 133 | +424 | 26.3% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,879 | 42 | 0.0% | 0.01% | 134 | -1,836 | -49.42% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,905 | 42 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | No change | 1,832 | 41 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | No change | 1,624 | 36 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 1,208 | 27 | 0.0% | 0.0% | 138 | -10 | -0.82% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,088 | 24 | 0.0% | 0.0% | 139 | +516 | 90.21% | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 983 | 22 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,005 | 22 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 790 | 17 | 0.0% | 0.01% | 142 | -1,000 | -55.87% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 704 | 15 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 682 | 15 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 625 | 14 | 0.01% | 0.01% | 145 | +1 | 0.16% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 581 | 13 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 570 | 12 | 0.0% | — | 148 | +570 | New | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 541 | 12 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 490 | 11 | 0.0% | — | 149 | +490 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 312 | 7 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 211 | 4 | 0.0% | 0.0% | 152 | +4 | 1.93% | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 200 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 165 | 3 | 0.0% | — | 153 | +154 | 1400.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 154 | 3 | 0.0% | — | 154 | +154 | New | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 130 | 2 | 0.0% | 0.0% | 155 | +2 | 1.56% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 63 | 1 | 0.0% | — | 156 | +63 | New | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -51,420 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,964 | -100.0% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,937 | -100.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,041 | -100.0% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,207 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,929 | -100.0% | Q1 2026 | May 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -789 | -100.0% | Q1 2026 | Apr 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q1 2026 | Apr 16, 2026 |