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 | No change | 2,766,909 | 60,429 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arvest Bank Trust Division | History | No change | 1,760,193 | 38,442 | 1.87% | 1.87% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,284,660 | 28,056 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 1,023,734 | 22,358 | 1.38% | 1.38% | 4 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 917,037 | 20,028 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 886,810 | 19,367 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 809,233 | 17,673 | 0.21% | 0.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 727,590 | 15,890 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 683,567 | 14,929 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 643,564 | 13,701 | 1.64% | 1.61% | 10 | +33,101 | 5.42% | Q3 2026 | Oct 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 444,159 | 9,700 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 319,994 | 6,989 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 298,896 | 6,363 | 0.01% | 0.02% | 13 | -2,255 | -0.75% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 275,480 | 6,016 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 215,192 | 4,699 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 208,232 | 4,433 | 0.02% | 0.03% | 16 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 195,325 | 4,158 | 0.23% | 0.25% | 17 | +8,782 | 4.71% | Q3 2026 | Oct 26, 2026 |
| Paller Financial Services Inc | History | Reduced | 172,119 | 3,664 | 2.81% | 2.83% | 18 | -1,083 | -0.63% | Q3 2026 | Oct 09, 2026 |
| Z3 Capital Partners, LLC | History | No change | 154,621 | 3,376 | 0.71% | 0.71% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 147,894 | 3,230 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 144,132 | 3,068 | 1.17% | 1.15% | 21 | -2,309 | -1.58% | Q3 2026 | Oct 15, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 137,948 | 2,936 | 0.51% | 0.53% | 22 | -4,310 | -3.03% | Q3 2026 | Oct 19, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 136,051 | 2,916 | 0.36% | 0.38% | 23 | -4,850 | -3.44% | Q3 2026 | Oct 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 135,989 | 2,895 | 0.27% | 0.28% | 24 | -1,000 | -0.73% | Q3 2026 | Oct 19, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 124,882 | 2,727 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sowell Financial Services LLC | History | Reduced | 107,648 | 2,291 | 0.07% | 0.1% | 26 | -26,301 | -19.64% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 103,840 | 2,267 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Bank, N.A. | History | No change | 100,000 | 2,184 | 0.24% | 0.24% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 94,526 | 2,012 | 0.01% | 0.01% | 29 | -202 | -0.21% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 89,198 | 1,965 | 0.0% | 0.0% | 30 | +3,512 | 4.1% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 87,974 | 1,921 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OneAscent Family Office, LLC | History | No change | 83,379 | 1,820 | 0.92% | 0.92% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 84,836 | 1,806 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 77,672 | 1,696 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 73,129 | 1,597 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 73,849 | 1,572 | 0.0% | 0.0% | 36 | +434 | 0.59% | Q3 2026 | Nov 02, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 73,608 | 1,567 | 0.35% | 0.35% | 37 | -2,170 | -2.86% | Q3 2026 | Oct 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 73,400 | 1,562 | 0.16% | 0.16% | 38 | -240 | -0.33% | Q3 2026 | Oct 27, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 69,473 | 1,517 | 0.53% | 0.53% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 66,460 | 1,414 | 0.01% | 0.01% | 40 | -1,287 | -1.9% | Q3 2026 | Oct 27, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 66,101 | 1,407 | 0.91% | 1.03% | 41 | -11,092 | -14.37% | Q3 2026 | Oct 07, 2026 |
| BFC Planning, Inc. | History | No change | 63,170 | 1,379 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Magnus Financial Group LLC | History | Added to | 60,917 | 1,296 | 0.09% | 0.09% | 43 | +52 | 0.09% | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 60,075 | 1,278 | 0.04% | 0.04% | 44 | +1,330 | 2.26% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 53,307 | 1,164 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 51,380 | 1,122 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 49,996 | 1,091 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Reduced | 50,798 | 1,081 | 0.53% | 0.56% | 48 | -3,372 | -6.22% | Q3 2026 | Nov 02, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 48,449 | 1,058 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 47,998 | 1,048 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 47,581 | 1,013 | 0.02% | 0.02% | 51 | -1,508 | -3.07% | Q3 2026 | Oct 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 43,936 | 959 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 43,910 | 958 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 42,554 | 929 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 42,186 | 921 | 0.14% | 0.17% | 55 | -4,708 | -10.04% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 42,571 | 906 | 0.01% | 0.01% | 56 | -3,420 | -7.44% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,071 | 896 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 40,552 | 863 | 0.01% | 0.0% | 59 | +28,552 | 237.93% | Q3 2026 | Nov 04, 2026 |
| MAI Capital Management | History | No change | 39,530 | 863 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 39,167 | 855 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 34,322 | 749 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latash Investments, LLC | History | No change | 32,168 | 702 | 0.51% | 0.51% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 30,624 | 668 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 30,234 | 660 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 30,388 | 646 | 0.33% | 0.32% | 65 | -119 | -0.39% | Q3 2026 | Oct 26, 2026 |
| SMITH, MOORE & CO. | History | No change | 28,286 | 617 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,522 | 585 | 0.0% | 0.0% | 67 | +4,267 | 18.35% | Q3 2026 | Oct 16, 2026 |
| Belpointe Asset Management LLC | History | No change | 26,292 | 574 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 25,843 | 564 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 24,471 | 534 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 24,563 | 522 | 0.03% | 0.03% | 71 | -368 | -1.48% | Q3 2026 | Oct 29, 2026 |
| Brookstone Capital Management | History | Reduced | 23,847 | 507 | 0.01% | 0.01% | 72 | -80 | -0.33% | Q3 2026 | Oct 22, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 22,865 | 499 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 22,346 | 475 | 0.45% | 0.49% | 74 | +316 | 1.43% | Q3 2026 | Oct 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,385 | 445 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20,079 | 438 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 20,007 | 436 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,798 | 432 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,735 | 406 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 18,243 | 398 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 17,960 | 392 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 18,249 | 388 | 0.4% | 0.39% | 82 | +114 | 0.63% | Q3 2026 | Nov 04, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 17,615 | 384 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 17,811 | 381 | 0.02% | 0.03% | 84 | -2,982 | -14.34% | Q3 2026 | Nov 02, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 17,428 | 371 | 0.12% | 0.13% | 85 | -461 | -2.58% | Q3 2026 | Oct 27, 2026 |
| Mariner, LLC | History | No change | 16,578 | 362 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 16,857 | 358 | 0.03% | 0.02% | 87 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,792 | 340 | 0.0% | 0.01% | 88 | -1,011 | -6.4% | Q3 2026 | Nov 04, 2026 |
| Cambria Investment Management, L.P. | History | No change | 15,553 | 339 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 15,553 | 339 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,016 | 327 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 15,355 | 326 | 0.04% | 0.04% | 92 | +258 | 1.71% | Q3 2026 | Oct 09, 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 | No change | 13,749 | 292 | 0.21% | 0.24% | 94 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Sigma Planning Corp | History | Reduced | 13,519 | 287 | 0.01% | 0.01% | 95 | -1,766 | -11.55% | Q3 2026 | Oct 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 12,958 | 283 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 12,413 | 271 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 12,248 | 267 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 12,429 | 264 | 0.26% | 0.28% | 99 | -422 | -3.28% | Q3 2026 | Oct 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,000 | 262 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,790 | 257 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 11,910 | 253 | 0.18% | 0.16% | 102 | +1,700 | 16.65% | Q3 2026 | Oct 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,542 | 245 | 0.0% | 0.0% | 103 | -1,105 | -8.74% | Q3 2026 | Oct 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 11,233 | 239 | 0.01% | 0.01% | 104 | +110 | 0.99% | Q3 2026 | Oct 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,685 | 233 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 10,906 | 232 | 0.18% | 0.17% | 106 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Register Financial Advisors LLC | History | Added to | 10,721 | 228 | 0.07% | 0.07% | 107 | +179 | 1.7% | Q3 2026 | Oct 23, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 10,582 | 225 | 0.04% | 0.06% | 108 | -2,588 | -19.65% | Q3 2026 | Oct 15, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 10,186 | 222 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 9,998 | 218 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 9,824 | 214 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,950 | 211 | 0.0% | 0.0% | 112 | -24 | -0.24% | Q3 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 9,578 | 209 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 9,410 | 205 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 8,659 | 184 | 0.01% | 0.01% | 115 | +236 | 2.8% | Q3 2026 | Oct 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 7,260 | 154 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,949 | 151 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| West Branch Capital LLC | History | No change | 5,911 | 125 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q3 2026 | Oct 20, 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 | No change | 4,858 | 108 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantum Portfolio Management LLC | History | No change | 4,849 | 105 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 4,575 | 97 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 3,813 | 81 | 0.04% | 0.03% | 123 | +64 | 1.71% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,082 | 65 | 0.0% | 0.0% | 124 | +2 | 0.06% | Q3 2026 | Oct 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,979 | 64 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,880 | 61 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | No change | 2,864 | 60 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 2,615 | 58 | 0.03% | 0.03% | 128 | +8 | 0.31% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,694 | 57 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Vanguard National Trust Co | History | No change | 2,557 | 55 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | New | 2,490 | 54 | 0.04% | — | 132 | +2,490 | New | Q3 2026 | Oct 15, 2026 |
| Allworth Financial LP | History | No change | 2,485 | 54 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 2,063 | 45 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | New | 1,672 | 35 | 0.0% | — | 134 | +1,672 | New | Q3 2026 | Oct 08, 2026 |
| BOKF, NA | History | No change | 1,624 | 34 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,514 | 33 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,450 | 31 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Reduced | 1,358 | 28 | 0.0% | 0.0% | 138 | -2,314 | -63.02% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | Added to | 1,203 | 25 | 0.0% | 0.0% | 140 | +144 | 13.6% | Q3 2026 | Oct 21, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,205 | 25 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,005 | 21 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Latitude Advisors, LLC | History | New | 906 | 19 | 0.01% | — | 142 | +906 | New | Q3 2026 | Oct 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 869 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROGCO, LP | History | No change | 795 | 17 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 785 | 16 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 790 | 16 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 704 | 14 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 627 | 13 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 579 | 12 | 0.0% | — | 150 | +579 | New | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 572 | 12 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 528 | 11 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 541 | 11 | 0.0% | 0.0% | 152 | 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% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 400 | 8 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 312 | 6 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| RMG Wealth Management LLC | History | New | 264 | 5 | 0.0% | — | 157 | +264 | New | Q3 2026 | Oct 26, 2026 |
| Continuum Advisory, LLC | History | No change | 262 | 5 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 200 | 4 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 215 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 156 | 3 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 111 | 2 | 0.0% | 0.0% | 163 | -63 | -36.21% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 100 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 81 | 1 | 0.0% | 0.0% | 165 | -39 | -32.5% | Q3 2026 | Nov 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -28,078 | -100.0% | Q3 2026 | Nov 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,189 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Compass Wealth Management LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |