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 | No change | 891,078 | 41,648 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 424,042 | 19,819 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 383,380 | 18,344 | 0.03% | 0.03% | 3 | +28,817 | 8.13% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 313,474 | 14,651 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 230,451 | 10,771 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 199,308 | 9,315 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 182,385 | 8,727 | 0.01% | 0.01% | 7 | -22,630 | -11.04% | Q3 2026 | Nov 02, 2026 |
| REAP Financial Group, LLC | History | Reduced | 169,658 | 8,118 | 1.33% | 1.36% | 8 | -889 | -0.52% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Reduced | 166,323 | 7,958 | 0.08% | 0.08% | 9 | -11,853 | -6.65% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 169,136 | 7,905 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 143,068 | 6,845 | 1.69% | 1.72% | 11 | -3,788 | -2.58% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 125,531 | 5,867 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 107,295 | 5,187 | 1.36% | 1.46% | 13 | -7,729 | -6.72% | Q3 2026 | Oct 19, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 98,740 | 4,615 | 1.49% | 1.49% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 95,916 | 4,589 | 2.48% | 2.94% | 15 | -4,684 | -4.66% | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 85,636 | 4,097 | 0.01% | 0.01% | 16 | +6,513 | 8.23% | Q3 2026 | Nov 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 87,483 | 4,088 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 84,701 | 4,052 | 0.18% | 0.2% | 18 | +581 | 0.69% | Q3 2026 | Oct 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 77,316 | 3,613 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 73,736 | 3,528 | 0.0% | 0.0% | 20 | -2,145 | -2.83% | Q3 2026 | Oct 30, 2026 |
| SMART Wealth LLC | History | Added to | 73,085 | 3,497 | 0.71% | 0.51% | 21 | +22,169 | 43.54% | Q3 2026 | Nov 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 72,699 | 3,397 | 0.84% | 0.84% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 63,141 | 3,021 | 0.01% | — | 23 | +63,141 | New | Q3 2026 | Nov 02, 2026 |
| Integrity Financial Corp /WA | History | No change | 53,167 | 2,485 | 1.19% | 1.19% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 50,250 | 2,404 | 0.29% | 0.29% | 25 | +91 | 0.18% | Q3 2026 | Oct 29, 2026 |
| Bleakley Financial Group, LLC | History | No change | 47,329 | 2,212 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 41,026 | 1,917 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 40,016 | 1,914 | 0.09% | 0.08% | 28 | +4,876 | 13.88% | Q3 2026 | Oct 28, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 38,486 | 1,840 | 0.33% | 0.33% | 29 | -64 | -0.17% | Q3 2026 | Nov 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 37,759 | 1,765 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FWG Investments, LLC. | History | Added to | 35,366 | 1,692 | 0.81% | 0.85% | 31 | +897 | 2.6% | Q3 2026 | Nov 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 32,787 | 1,568 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,256 | 1,543 | 0.01% | 0.01% | 33 | +8,780 | 37.4% | Q3 2026 | Oct 16, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 32,018 | 1,532 | 0.02% | 0.02% | 34 | -1,065 | -3.22% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 32,563 | 1,521 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,435 | 1,516 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 32,098 | 1,500 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RiverTree Advisors, LLC | History | Added to | 30,729 | 1,470 | 0.88% | 0.84% | 38 | +454 | 1.5% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 28,462 | 1,330 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 27,442 | 1,326 | 0.07% | 0.07% | 40 | -2,673 | -8.88% | Q3 2026 | Oct 13, 2026 |
| Diligent Investors, LLC | History | No change | 27,250 | 1,303 | 0.29% | 0.28% | 41 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 26,622 | 1,273 | 0.06% | 0.04% | 42 | +9,062 | 51.61% | Q3 2026 | Oct 22, 2026 |
| MTM Investment Management, LLC | History | No change | 26,395 | 1,263 | 0.36% | 0.35% | 43 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Mutual Advisors, LLC | History | No change | 26,395 | 1,233 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,232 | 1,216 | 0.0% | 0.0% | 45 | +13,445 | 114.07% | Q3 2026 | Oct 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 25,597 | 1,196 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 24,423 | 1,168 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 24,140 | 1,155 | 0.06% | 0.06% | 48 | -32 | -0.13% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 23,815 | 1,139 | 0.0% | 0.0% | 49 | -55 | -0.23% | Q3 2026 | Nov 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 24,215 | 1,131 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 22,646 | 1,058 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 21,661 | 1,012 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | Added to | 20,689 | 989 | 0.01% | 0.01% | 53 | +1,123 | 5.74% | Q3 2026 | Nov 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 20,035 | 936 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,430 | 929 | 0.04% | 0.04% | 55 | +184 | 0.96% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,430 | 908 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bison Wealth, LLC | History | No change | 18,500 | 894 | 0.07% | 0.08% | 57 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 18,837 | 880 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 18,189 | 850 | 0.71% | 0.71% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TFB Advisors LLC | History | Added to | 17,575 | 840 | 0.34% | 0.3% | 60 | +2,920 | 19.92% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,136 | 819 | 0.02% | 0.02% | 61 | +428 | 2.56% | Q3 2026 | Oct 08, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 17,303 | 808 | 0.37% | 0.37% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequent Planning LLC | History | No change | 16,900 | 789 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 16,310 | 780 | 0.01% | 0.01% | 64 | -1,124 | -6.45% | Q3 2026 | Oct 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 16,437 | 768 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,266 | 760 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 15,858 | 741 | 0.17% | 0.17% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 15,805 | 738 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 14,910 | 713 | 0.07% | 0.09% | 69 | -1,482 | -9.04% | Q3 2026 | Oct 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,960 | 699 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 14,955 | 698 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 13,622 | 636 | 0.11% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harvest Investment Services, LLC | History | No change | 12,445 | 581 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Financial Group, LLC | History | No change | 11,997 | 574 | 0.45% | 0.46% | 74 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12,214 | 570 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 12,011 | 561 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,623 | 543 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,039 | 528 | 0.0% | 0.0% | 78 | -647 | -5.54% | Q3 2026 | Oct 26, 2026 |
| Faithward Advisors, LLC | History | No change | 11,288 | 527 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 11,228 | 524 | 0.15% | 0.15% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,897 | 521 | 0.15% | 0.15% | 81 | -111 | -1.01% | Q3 2026 | Oct 23, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 10,519 | 503 | 0.34% | 0.52% | 82 | -5,750 | -35.34% | Q3 2026 | Oct 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 10,301 | 492 | 0.02% | 0.02% | 83 | -2,872 | -21.8% | Q3 2026 | Oct 23, 2026 |
| Griffith & Werner, Inc. | History | No change | 10,000 | 478 | 0.19% | 0.22% | 84 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,970 | 477 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 9,634 | 450 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,593 | 448 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 9,381 | 438 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 9,011 | 431 | 0.01% | 0.01% | 89 | +340 | 3.92% | Q3 2026 | Oct 29, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,971 | 429 | 0.01% | 0.01% | 90 | -200 | -2.18% | Q3 2026 | Oct 22, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 9,100 | 425 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | No change | 8,974 | 419 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 8,411 | 393 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 8,370 | 391 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 8,026 | 384 | 0.08% | 0.07% | 95 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7,711 | 368 | 0.03% | 0.04% | 96 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 7,831 | 366 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 7,775 | 363 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,232 | 346 | 0.26% | 0.27% | 99 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| 1776 Wealth LLC | History | No change | 7,317 | 341 | 0.12% | 0.12% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 6,885 | 329 | 0.02% | 0.02% | 101 | -584 | -7.82% | Q3 2026 | Oct 26, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,036 | 328 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,009 | 327 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,805 | 325 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,805 | 318 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 6,589 | 315 | 0.01% | 0.01% | 106 | +264 | 4.17% | Q3 2026 | Oct 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 6,453 | 308 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | No change | 6,155 | 294 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 6,027 | 288 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MFG Investments, LLC | History | New | 5,967 | 285 | 0.31% | — | 111 | +5,967 | New | Q3 2026 | Oct 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,116 | 285 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,009 | 280 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,748 | 275 | 0.0% | 0.0% | 113 | -1,182 | -17.06% | Q3 2026 | Oct 08, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 5,746 | 274 | 0.16% | 0.19% | 114 | -1,239 | -17.74% | Q3 2026 | Oct 21, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,509 | 263 | 0.02% | 0.03% | 115 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,297 | 253 | 0.25% | 0.25% | 116 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TrueWealth Advisors, LLC | History | No change | 5,075 | 242 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Lifeworks Advisors, LLC | History | No change | 5,180 | 242 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,000 | 239 | 0.02% | 0.01% | 119 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| StoneX Group Inc. | History | Added to | 4,738 | 226 | 0.01% | 0.01% | 120 | +238 | 5.29% | Q3 2026 | Nov 03, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,320 | 206 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 4,238 | 202 | 0.0% | — | 122 | +4,238 | New | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,200 | 201 | 0.01% | 0.01% | 123 | -200 | -4.55% | Q3 2026 | Oct 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 4,150 | 198 | 0.12% | 0.12% | 124 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 3,962 | 185 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 3,789 | 181 | 0.0% | 0.0% | 126 | +500 | 15.2% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,000 | 140 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 2,543 | 118 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 2,342 | 112 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,866 | 87 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 1,866 | 87 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,655 | 77 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,432 | 66 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,105 | 51 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 900 | 42 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 834 | 39 | 0.0% | 0.0% | 136 | +42 | 5.3% | Q3 2026 | Oct 30, 2026 |
| IMG Wealth Management, Inc. | History | No change | 644 | 30 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BARCLAYS PLC | History | No change | 488 | 22 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 441 | 21 | 0.01% | 0.0% | 139 | +117 | 36.11% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 386 | 17 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 258 | 12 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 250 | 11 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 148 | 7 | 0.0% | — | 143 | +148 | New | Q3 2026 | Nov 04, 2026 |
| Darwin Wealth Management, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -10,887 | -100.0% | Q3 2026 | Oct 14, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,115 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |