FIRST TRUST EXCHANGE-TRADED FUND VIII - FAPR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 891,078 | 41,648 | 0.01% | 0.0% | 1 | +707,460 | 385.29% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 424,042 | 19,819 | 0.02% | 0.01% | 2 | +208,093 | 96.36% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 354,563 | 16,572 | 0.03% | 0.03% | 3 | +37,764 | 11.92% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 313,474 | 14,651 | 0.03% | 0.03% | 4 | +64,387 | 25.85% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 230,451 | 10,771 | 0.0% | 0.0% | 5 | +77,300 | 50.47% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 205,015 | 9,582 | 0.01% | 0.01% | 6 | +34,223 | 20.04% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 199,308 | 9,315 | 0.0% | 0.0% | 7 | -23,303 | -10.47% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | New | 178,176 | 8,327 | 0.08% | — | 8 | +178,176 | New | Q2 2026 | Jul 28, 2026 |
| REAP Financial Group, LLC | History | Added to | 170,547 | 7,971 | 1.36% | 1.36% | 9 | +17,236 | 11.24% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 169,136 | 7,905 | 0.01% | 0.01% | 10 | +69,010 | 68.92% | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 146,856 | 6,864 | 1.72% | 1.85% | 11 | -2,839 | -1.9% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 125,531 | 5,867 | 0.01% | 0.01% | 12 | -1,273 | -1.0% | Q2 2026 | Aug 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 115,024 | 5,376 | 1.46% | — | 13 | +115,024 | New | Q2 2026 | Jul 23, 2026 |
| BAM Wealth Management, LLC | History | New | 100,600 | 4,702 | 2.94% | — | 14 | +100,600 | New | Q2 2026 | Jul 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 98,740 | 4,615 | 1.49% | 1.59% | 15 | +654 | 0.67% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 87,483 | 4,088 | 0.05% | 0.04% | 16 | +22,281 | 34.17% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 84,120 | 3,931 | 0.2% | 0.21% | 17 | +14,802 | 21.35% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 79,123 | 3,698 | 0.01% | 0.02% | 18 | -15,247 | -16.16% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 77,316 | 3,613 | 0.08% | 0.01% | 19 | +67,401 | 679.79% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 75,881 | 3,546 | 0.0% | 0.0% | 20 | +337 | 0.45% | Q2 2026 | Jul 28, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 72,699 | 3,397 | 0.84% | 0.93% | 21 | -3,159 | -4.16% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 66,707 | 2,995 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | Added to | 53,167 | 2,485 | 1.19% | 0.5% | 23 | +30,572 | 135.3% | Q2 2026 | Jul 31, 2026 |
| SMART Wealth LLC | History | Added to | 50,916 | 2,379 | 0.51% | 0.55% | 24 | +9,244 | 22.18% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 50,159 | 2,344 | 0.29% | 0.32% | 25 | +429 | 0.86% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | New | 47,329 | 2,212 | 0.03% | — | 26 | +47,329 | New | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 41,026 | 1,917 | 0.0% | — | 27 | +41,026 | New | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 38,550 | 1,801 | 0.33% | 0.35% | 28 | +2,338 | 6.46% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 37,759 | 1,765 | 0.0% | 0.0% | 29 | +6,540 | 20.95% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 35,140 | 1,642 | 0.08% | 0.08% | 30 | +1,966 | 5.93% | Q2 2026 | Jul 31, 2026 |
| FWG Investments, LLC. | History | Added to | 34,469 | 1,611 | 0.85% | 0.36% | 31 | +21,753 | 171.07% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 33,083 | 1,546 | 0.02% | 0.02% | 32 | +3,848 | 13.16% | Q2 2026 | Jul 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 32,787 | 1,532 | 0.02% | 0.01% | 33 | +18,378 | 127.55% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 32,563 | 1,521 | 0.0% | 0.0% | 34 | +5,743 | 21.41% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 32,435 | 1,516 | 0.0% | 0.01% | 35 | -1,629 | -4.78% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 32,098 | 1,500 | 0.01% | — | 36 | +32,098 | New | Q2 2026 | Jul 20, 2026 |
| RiverTree Advisors, LLC | History | Added to | 30,275 | 1,415 | 0.84% | 0.86% | 37 | +129 | 0.43% | Q2 2026 | Jul 22, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 30,115 | 1,407 | 0.07% | 0.09% | 38 | -1,769 | -5.55% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,462 | 1,330 | 0.02% | 0.01% | 39 | +10,460 | 58.1% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | Added to | 27,250 | 1,273 | 0.28% | 0.06% | 40 | +22,250 | 445.0% | Q2 2026 | Jul 24, 2026 |
| Mutual Advisors, LLC | History | New | 26,395 | 1,233 | 0.02% | — | 42 | +26,395 | New | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 26,395 | 1,233 | 0.35% | 0.38% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,597 | 1,196 | 0.01% | 0.01% | 43 | -1,355 | -5.03% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 24,423 | 1,141 | 0.02% | 0.02% | 44 | +4,930 | 25.29% | Q2 2026 | Jul 31, 2026 |
| Kovack Advisors, Inc. | History | New | 24,215 | 1,131 | 0.05% | — | 45 | +24,215 | New | Q2 2026 | Jul 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 24,172 | 1,129 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 23,870 | 1,115 | 0.0% | 0.0% | 47 | -5,000 | -17.32% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,476 | 1,097 | 0.01% | 0.01% | 48 | +1,031 | 4.59% | Q2 2026 | Jul 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 22,646 | 1,058 | 0.04% | 0.01% | 49 | +18,748 | 480.96% | Q2 2026 | Aug 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 21,661 | 1,012 | 0.01% | 0.01% | 50 | -4,495 | -17.19% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 20,035 | 936 | 0.06% | 0.06% | 51 | +2,220 | 12.46% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Added to | 19,566 | 914 | 0.01% | 0.01% | 52 | +2,312 | 13.4% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,430 | 908 | 0.0% | — | 53 | +19,430 | New | Q2 2026 | Sep 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,246 | 899 | 0.04% | 0.02% | 54 | +11,235 | 140.24% | Q2 2026 | Jul 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 18,837 | 880 | 0.03% | — | 55 | +18,837 | New | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | No change | 18,500 | 867 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Oakmont Advisory Group, LLC | History | New | 18,189 | 850 | 0.71% | — | 57 | +18,189 | New | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | New | 17,560 | 820 | 0.04% | — | 58 | +17,560 | New | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | Added to | 17,434 | 814 | 0.01% | 0.0% | 59 | +8,788 | 101.64% | Q2 2026 | Jul 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 17,303 | 808 | 0.37% | 0.39% | 60 | -41 | -0.24% | Q2 2026 | Jul 24, 2026 |
| Sequent Planning LLC | History | Added to | 16,900 | 789 | 0.17% | 0.16% | 61 | +2,313 | 15.86% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,708 | 780 | 0.02% | 0.03% | 62 | +255 | 1.55% | Q2 2026 | Jul 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,437 | 768 | 0.02% | 0.01% | 63 | +8,640 | 110.81% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 16,392 | 764 | 0.09% | 0.09% | 64 | -75 | -0.46% | Q2 2026 | Jul 21, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 16,269 | 760 | 0.52% | 0.73% | 66 | -4,247 | -20.7% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 16,266 | 760 | 0.0% | 0.0% | 65 | -1,098 | -6.32% | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 15,858 | 741 | 0.17% | 0.06% | 67 | +11,093 | 232.8% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 15,805 | 738 | 0.0% | 0.0% | 68 | +5,470 | 52.93% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,960 | 699 | 0.0% | 0.0% | 69 | +1,378 | 10.15% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 14,955 | 698 | 0.01% | 0.01% | 70 | +3,202 | 27.24% | Q2 2026 | Aug 14, 2026 |
| TFB Advisors LLC | History | Added to | 14,655 | 684 | 0.3% | 0.22% | 71 | +5,430 | 58.86% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 13,622 | 636 | 0.11% | 0.11% | 72 | +722 | 5.6% | Q2 2026 | Jul 21, 2026 |
| Catalina Capital Group, LLC | History | No change | 13,946 | 626 | 0.37% | 0.37% | 73 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 13,173 | 615 | 0.02% | 0.02% | 74 | +2,899 | 28.22% | Q2 2026 | Jul 17, 2026 |
| Harvest Investment Services, LLC | History | Added to | 12,445 | 581 | 0.09% | 0.09% | 75 | +1,990 | 19.03% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 12,214 | 570 | 0.08% | 0.09% | 76 | +82 | 0.68% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,011 | 561 | 0.0% | 0.0% | 77 | +3,844 | 47.07% | Q2 2026 | Aug 05, 2026 |
| Mission Financial Group, LLC | History | New | 11,997 | 560 | 0.46% | — | 78 | +11,997 | New | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,787 | 554 | 0.0% | — | 79 | +11,787 | New | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,686 | 546 | 0.0% | 0.0% | 80 | +1,679 | 16.78% | Q2 2026 | Jul 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 11,623 | 543 | 0.02% | 0.03% | 81 | +2,829 | 32.17% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | Added to | 11,288 | 527 | 0.06% | 0.03% | 82 | +6,059 | 115.87% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 11,228 | 524 | 0.15% | 0.15% | 83 | +483 | 4.5% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 11,008 | 514 | 0.15% | 0.14% | 84 | +1,385 | 14.39% | Q2 2026 | Jul 24, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 10,887 | 508 | 0.11% | — | 85 | +10,887 | New | Q2 2026 | Jul 09, 2026 |
| Griffith & Werner, Inc. | History | No change | 10,000 | 467 | 0.22% | 0.22% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,970 | 465 | 0.01% | 0.01% | 87 | -2,233 | -18.3% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 9,634 | 450 | 0.0% | 0.0% | 88 | +2,354 | 32.34% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,593 | 448 | 0.03% | 0.02% | 89 | +2,866 | 42.6% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 9,381 | 438 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,171 | 429 | 0.01% | 0.01% | 91 | -100 | -1.08% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 9,100 | 425 | 0.01% | — | 92 | +9,100 | New | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | New | 8,974 | 419 | 0.01% | — | 93 | +8,974 | New | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 8,671 | 405 | 0.01% | — | 94 | +8,671 | New | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 8,411 | 393 | 0.0% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 8,370 | 391 | 0.04% | 0.08% | 96 | -4,429 | -34.6% | Q2 2026 | Aug 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 8,026 | 375 | 0.07% | — | 97 | +8,026 | New | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 7,831 | 366 | 0.0% | 0.0% | 98 | +2 | 0.03% | Q2 2026 | Aug 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 7,775 | 363 | 0.1% | 0.15% | 99 | -2,832 | -26.7% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 7,711 | 360 | 0.04% | 0.04% | 100 | -100 | -1.28% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 7,469 | 349 | 0.02% | 0.01% | 101 | +3,314 | 79.76% | Q2 2026 | Jul 21, 2026 |
| 1776 Wealth LLC | History | New | 7,317 | 341 | 0.12% | — | 102 | +7,317 | New | Q2 2026 | Aug 10, 2026 |
| LEGACY SOLUTIONS, LLC | History | New | 7,232 | 338 | 0.27% | — | 103 | +7,232 | New | Q2 2026 | Jul 06, 2026 |
| Kingsview Wealth Management, LLC | History | New | 7,036 | 328 | 0.0% | — | 104 | +7,036 | New | Q2 2026 | Aug 18, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,009 | 327 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grantvest Financial Group LLC | History | New | 6,985 | 326 | 0.19% | — | 106 | +6,985 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,930 | 323 | 0.0% | 0.0% | 107 | +3,044 | 78.33% | Q2 2026 | Jul 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,805 | 318 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,805 | 318 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 6,453 | 308 | 0.02% | 0.02% | 110 | +37 | 0.58% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 6,325 | 295 | 0.01% | 0.01% | 111 | +500 | 8.58% | Q2 2026 | Aug 07, 2026 |
| Legacy Private Trust Co. | History | Reduced | 6,155 | 287 | 0.02% | 0.02% | 112 | -190 | -2.99% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 6,116 | 285 | 0.03% | — | 113 | +6,116 | New | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 6,027 | 281 | 0.04% | — | 114 | +6,027 | New | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 6,009 | 280 | 0.02% | 0.01% | 115 | -1,633 | -21.37% | Q2 2026 | Aug 04, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,509 | 256 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,297 | 247 | 0.25% | 0.24% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lifeworks Advisors, LLC | History | No change | 5,180 | 242 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | New | 5,115 | 239 | 0.01% | — | 119 | +5,115 | New | Q2 2026 | Aug 11, 2026 |
| TrueWealth Advisors, LLC | History | No change | 5,075 | 237 | 0.05% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,000 | 233 | 0.01% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,063 | 227 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 4,718 | 211 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| StoneX Group Inc. | History | Reduced | 4,500 | 210 | 0.01% | 0.01% | 124 | -100 | -2.17% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,400 | 205 | 0.01% | 0.01% | 125 | -300 | -6.38% | Q2 2026 | Jul 23, 2026 |
| Quantum Private Wealth, LLC | History | New | 4,320 | 201 | 0.05% | — | 126 | +4,320 | New | Q2 2026 | Jul 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 4,150 | 193 | 0.12% | 0.15% | 127 | -300 | -6.74% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 3,962 | 185 | 0.0% | — | 128 | +3,962 | New | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 3,289 | 153 | 0.0% | 0.0% | 129 | +1,722 | 109.89% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 3,000 | 140 | 0.0% | — | 130 | +3,000 | New | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,543 | 118 | 0.0% | 0.0% | 131 | +132 | 5.47% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 2,342 | 109 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,655 | 77 | 0.0% | 0.0% | 133 | +200 | 13.75% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,432 | 66 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,105 | 51 | 0.0% | — | 135 | +1,105 | New | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 900 | 42 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 792 | 37 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 644 | 30 | 0.02% | 0.03% | 138 | -499 | -43.66% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Added to | 488 | 22 | 0.0% | 0.0% | 139 | +246 | 101.65% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 386 | 17 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 324 | 15 | 0.0% | — | 141 | +324 | New | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | New | 258 | 12 | 0.0% | — | 142 | +258 | New | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 250 | 11 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 171 | 7 | 0.0% | 0.03% | 144 | -896 | -83.97% | Q2 2026 | Sep 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 150 | 7 | 0.0% | — | 145 | +150 | New | Q2 2026 | Jul 22, 2026 |
| Darwin Wealth Management, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -52,852 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,491 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,876 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,899 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -5,656 | -100.0% | Q2 2026 | Jul 06, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.19% | — | -5,276 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,729 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,230 | -100.0% | Q2 2026 | Jul 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2 | 0 | — | 0.0% | — | -39 | -95.12% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 12, 2026 |