FIRST TRUST EXCHANGE-TRADED FUND VIII - FAUG
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 | Reduced | 489,150 | 25,900 | 0.01% | 0.01% | 1 | -86,005 | -14.95% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 355,713 | 18,834 | 0.02% | 0.02% | 2 | -57,635 | -13.94% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 314,011 | 16,626 | 0.01% | 0.01% | 3 | -19,012 | -5.71% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 308,059 | 16,312 | 0.04% | 0.05% | 4 | -17,032 | -5.24% | Q4 2025 | Jan 26, 2026 |
| Stenger Family Office, LLC | History | Reduced | 415,094 | 16,230 | 3.35% | 3.42% | 5 | -7,202 | -1.71% | Q4 2025 | Mar 04, 2026 |
| ASSETMARK, INC | History | Added to | 243,858 | 12,912 | 0.03% | 0.02% | 6 | +32,225 | 15.23% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 220,086 | 11,653 | 0.23% | 0.23% | 7 | +8,999 | 4.26% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 185,367 | 9,815 | 0.01% | 0.02% | 8 | -59,180 | -24.2% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Added to | 162,525 | 8,605 | 0.69% | 0.59% | 9 | +32,455 | 24.95% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 135,567 | 7,178 | 0.01% | 0.01% | 10 | -24,540 | -15.33% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 130,639 | 6,917 | 0.08% | 0.08% | 11 | -3,083 | -2.31% | Q4 2025 | Feb 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 123,784 | 6,554 | 1.33% | 1.43% | 12 | -3,177 | -2.5% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 110,793 | 5,866 | 1.26% | 1.36% | 13 | -9,244 | -7.7% | Q4 2025 | Jan 16, 2026 |
| LPL Financial LLC | History | Reduced | 102,120 | 5,407 | 0.0% | 0.0% | 14 | -322 | -0.31% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,338 | 5,048 | 0.02% | 0.02% | 15 | +4,229 | 4.64% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 91,315 | 4,835 | 0.29% | 0.33% | 16 | -6,485 | -6.63% | Q4 2025 | Feb 17, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 88,993 | 4,712 | 3.41% | 4.01% | 17 | -10,840 | -10.86% | Q4 2025 | Jan 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 84,177 | 4,457 | 0.09% | 0.1% | 18 | +21 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Semus Wealth Partners LLC | History | No change | 82,620 | 4,374 | 2.36% | 2.43% | 19 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ignite Planners, LLC | History | Reduced | 78,391 | 4,188 | 0.64% | 0.7% | 20 | -4,299 | -5.2% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 71,404 | 3,780 | 0.01% | 0.01% | 21 | +1,239 | 1.77% | Q4 2025 | Feb 13, 2026 |
| SMART Wealth LLC | History | Reduced | 67,818 | 3,590 | 1.09% | 1.48% | 22 | -7,883 | -10.41% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 65,467 | 3,466 | 0.01% | 0.01% | 23 | -2,503 | -3.68% | Q4 2025 | Feb 05, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 60,985 | 3,229 | 0.34% | 0.17% | 24 | -30,803 | -33.56% | Q4 2025 | Jan 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 59,176 | 3,133 | 0.08% | 0.07% | 25 | +85 | 0.14% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 47,568 | 2,518 | 0.03% | 0.03% | 26 | -777 | -1.61% | Q4 2025 | Feb 05, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 44,605 | 2,362 | 1.55% | 1.34% | 27 | -1,240 | -2.7% | Q4 2025 | Feb 12, 2026 |
| Sage Capital Advisors,llc | History | Added to | 42,433 | 2,246 | 0.53% | 0.5% | 28 | +2,231 | 5.55% | Q4 2025 | Jan 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 38,387 | 2,032 | 0.01% | 0.01% | 29 | -605 | -1.55% | Q4 2025 | Feb 18, 2026 |
| Integrated Advisors Network LLC | History | Added to | 36,869 | 1,952 | 0.09% | 0.07% | 30 | +6,293 | 20.58% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 36,642 | 1,940 | 0.01% | 0.04% | 31 | -103,297 | -73.82% | Q4 2025 | Feb 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 35,156 | 1,861 | 0.11% | 0.11% | 32 | -91 | -0.26% | Q4 2025 | Jan 07, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 34,825 | 1,844 | 0.12% | 0.13% | 33 | -1,140 | -3.17% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 33,876 | 1,794 | 0.0% | — | 34 | +33,876 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 32,566 | 1,724 | 0.0% | — | 35 | +32,566 | New | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Reduced | 32,532 | 1,722 | 0.47% | 0.5% | 36 | -575 | -1.74% | Q4 2025 | Jan 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 32,475 | 1,719 | 0.13% | 0.13% | 37 | +375 | 1.17% | Q4 2025 | Jan 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 32,012 | 1,695 | 0.0% | 0.0% | 38 | -183 | -0.57% | Q4 2025 | Mar 16, 2026 |
| 1ST SOURCE BANK | History | Reduced | 31,393 | 1,662 | 0.09% | 0.09% | 39 | -97 | -0.31% | Q4 2025 | Feb 05, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 30,585 | 1,619 | 0.19% | 0.17% | 40 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 29,259 | 1,549 | 0.02% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 27,766 | 1,470 | 0.74% | 0.62% | 42 | +2,672 | 10.65% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 27,185 | 1,439 | 0.02% | 0.04% | 43 | -5,523 | -16.89% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 27,128 | 1,436 | 0.0% | 0.0% | 44 | +293 | 1.09% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 26,705 | 1,414 | 0.0% | 0.0% | 45 | +458 | 1.74% | Q4 2025 | Feb 02, 2026 |
| BEACON FINANCIAL GROUP | History | New | 26,659 | 1,411 | 0.14% | — | 46 | +26,659 | New | Q4 2025 | Apr 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26,639 | 1,410 | 0.03% | 0.03% | 47 | -1,228 | -4.41% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 26,425 | 1,399 | 0.08% | 0.08% | 48 | +2,939 | 12.51% | Q4 2025 | Feb 10, 2026 |
| FWG Investments, LLC. | History | Reduced | 23,873 | 1,264 | 0.81% | 0.89% | 49 | -1,036 | -4.16% | Q4 2025 | Jan 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 23,322 | 1,234 | 0.07% | 0.02% | 50 | +15,347 | 192.44% | Q4 2025 | Jan 30, 2026 |
| KINTRA WEALTH, LLC | History | New | 23,031 | 1,219 | 0.17% | — | 51 | +23,031 | New | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 22,795 | 1,206 | 0.02% | 0.02% | 52 | -243 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 22,738 | 1,203 | 0.34% | 0.35% | 53 | -391 | -1.69% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 22,101 | 1,170 | 0.17% | 0.17% | 54 | +166 | 0.76% | Q4 2025 | Feb 09, 2026 |
| 1776 Wealth LLC | History | Reduced | 20,671 | 1,094 | 0.41% | 0.42% | 55 | -482 | -2.28% | Q4 2025 | Feb 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,002 | 1,059 | 0.08% | 0.07% | 56 | +4,809 | 31.65% | Q4 2025 | Jan 13, 2026 |
| ERn Financial, LLC | History | Reduced | 19,708 | 1,043 | 0.2% | 0.21% | 57 | -459 | -2.28% | Q4 2025 | Jan 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 19,495 | 1,035 | 0.07% | 0.06% | 58 | +4,232 | 27.73% | Q4 2025 | Jan 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 19,328 | 1,023 | 0.04% | — | 59 | +19,328 | New | Q4 2025 | Feb 09, 2026 |
| VestGen Investment Management | History | Added to | 17,464 | 924 | 0.51% | 0.49% | 60 | +1,824 | 11.66% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 17,142 | 907 | 0.0% | 0.0% | 61 | -449 | -2.55% | Q4 2025 | Feb 06, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 16,887 | 894 | 0.18% | 0.19% | 62 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,799 | 889 | 0.0% | 0.0% | 63 | +2,300 | 15.86% | Q4 2025 | Feb 06, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 16,523 | 874 | 0.28% | 0.28% | 64 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 16,434 | 870 | 0.0% | 0.0% | 65 | +3,869 | 30.79% | Q4 2025 | Feb 13, 2026 |
| Faithward Advisors, LLC | History | Added to | 16,120 | 853 | 0.13% | 0.08% | 66 | +5,599 | 53.22% | Q4 2025 | Feb 17, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 16,073 | 851 | 0.75% | 0.76% | 67 | -235 | -1.44% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,676 | 830 | 0.03% | 0.04% | 68 | +254 | 1.65% | Q4 2025 | Jan 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 15,618 | 826 | 0.03% | 0.07% | 69 | -5,992 | -27.73% | Q4 2025 | Feb 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 15,491 | 820 | 0.03% | 0.03% | 70 | +1,676 | 12.13% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 15,071 | 798 | 0.08% | 0.08% | 71 | +193 | 1.3% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,068 | 797 | 0.02% | 0.02% | 72 | +112 | 0.75% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 15,038 | 796 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,274 | 755 | 0.04% | 0.04% | 74 | +100 | 0.71% | Q4 2025 | Jan 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,055 | 744 | 0.06% | 0.05% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Reduced | 14,014 | 742 | 0.21% | 0.21% | 76 | -304 | -2.12% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,892 | 735 | 0.03% | 0.03% | 77 | +239 | 1.75% | Q4 2025 | Jan 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,657 | 723 | 0.27% | 0.27% | 78 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 13,109 | 694 | 0.0% | 0.0% | 79 | -25 | -0.19% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 13,056 | 691 | 0.01% | 0.01% | 80 | +1,230 | 10.4% | Q4 2025 | Feb 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 12,876 | 681 | 0.03% | 0.02% | 81 | +2,538 | 24.55% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,665 | 670 | 0.0% | 0.0% | 82 | +315 | 2.55% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 12,334 | 653 | 0.43% | — | 83 | +12,334 | New | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,264 | 649 | 0.0% | 0.0% | 84 | -703 | -5.42% | Q4 2025 | Jan 26, 2026 |
| Allie Family Office LLC | History | No change | 12,260 | 649 | 0.3% | 0.3% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,921 | 631 | 0.01% | 0.01% | 86 | -75 | -0.63% | Q4 2025 | Feb 02, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 11,585 | 613 | 0.2% | 0.22% | 87 | +127 | 1.11% | Q4 2025 | Feb 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,368 | 601 | 0.17% | 0.15% | 88 | -1,055 | -8.49% | Q4 2025 | Jan 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 11,340 | 600 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11,288 | 597 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 11,267 | 596 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Added to | 10,896 | 576 | 0.11% | 0.1% | 92 | +946 | 9.51% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | No change | 10,764 | 569 | 0.13% | 0.13% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,696 | 566 | 0.0% | 0.0% | 94 | +1,180 | 12.4% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 10,623 | 562 | 0.0% | — | 95 | +10,623 | New | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,566 | 559 | 0.01% | 0.01% | 96 | -3,150 | -22.97% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,374 | 549 | 0.01% | 0.01% | 97 | -3,170 | -23.41% | Q4 2025 | Jan 23, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 10,155 | 537 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BCGM Wealth Management, LLC | History | No change | 10,000 | 529 | 0.13% | 0.14% | 99 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 10,004 | 529 | 0.34% | 0.35% | 100 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,906 | 524 | 0.01% | 0.01% | 101 | +385 | 4.04% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,811 | 519 | 0.0% | 0.0% | 102 | -24 | -0.24% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9,613 | 509 | 0.07% | — | 103 | +9,613 | New | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Reduced | 9,383 | 496 | 0.01% | 0.01% | 104 | -1,467 | -13.52% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,320 | 493 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,074 | 480 | 0.0% | 0.0% | 106 | +497 | 5.79% | Q4 2025 | Jan 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,779 | 465 | 0.01% | 0.01% | 107 | -561 | -6.01% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,769 | 464 | 0.03% | 0.04% | 108 | -48 | -0.54% | Q4 2025 | Jan 29, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 8,748 | 463 | 0.13% | 0.39% | 109 | -16,300 | -65.08% | Q4 2025 | Feb 09, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 8,627 | 458 | 0.38% | 0.37% | 110 | -170 | -1.93% | Q4 2025 | Jan 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 8,608 | 455 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,575 | 454 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 8,502 | 450 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 8,468 | 448 | 0.0% | — | 114 | +8,468 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,330 | 441 | 0.0% | 0.01% | 115 | -380 | -4.36% | Q4 2025 | Feb 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 8,000 | 423 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 7,986 | 422 | 0.07% | 0.09% | 117 | -2,390 | -23.03% | Q4 2025 | Jan 20, 2026 |
| Foguth Wealth Management, LLC. | History | New | 7,831 | 415 | 0.06% | — | 118 | +7,831 | New | Q4 2025 | Jan 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,541 | 402 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 7,500 | 397 | 0.08% | 0.08% | 120 | -300 | -3.85% | Q4 2025 | Jan 21, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 7,407 | 392 | 0.01% | 0.06% | 121 | -47,834 | -86.59% | Q4 2025 | Feb 17, 2026 |
| Clear Point Advisors Inc. | History | No change | 7,350 | 389 | 0.3% | 0.3% | 122 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 7,097 | 375 | 0.04% | 0.04% | 123 | -130 | -1.8% | Q4 2025 | Jan 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 6,915 | 366 | 0.03% | 0.04% | 124 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Summit Wealth Partners, LLC | History | No change | 6,815 | 360 | 0.07% | 0.06% | 125 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 6,247 | 330 | 0.21% | 0.25% | 127 | -1,180 | -15.89% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 6,181 | 330 | 0.01% | 0.01% | 126 | -280 | -4.33% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,064 | 321 | 0.0% | 0.0% | 128 | +209 | 3.57% | Q4 2025 | Jan 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,974 | 316 | 0.01% | — | 129 | +5,974 | New | Q4 2025 | Feb 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,979 | 316 | 0.0% | 0.0% | 130 | +813 | 15.74% | Q4 2025 | Jan 29, 2026 |
| Grantvest Financial Group LLC | History | No change | 5,974 | 316 | 0.2% | 0.21% | 131 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 5,964 | 315 | 0.1% | 0.08% | 132 | -692 | -10.4% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,910 | 312 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 5,888 | 311 | 0.24% | — | 134 | +5,888 | New | Q4 2025 | Feb 06, 2026 |
| Skyview Financial Group LLC | History | New | 5,802 | 307 | 0.32% | — | 135 | +5,802 | New | Q4 2025 | Feb 18, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 5,770 | 305 | 0.06% | 0.06% | 136 | -194 | -3.25% | Q4 2025 | Jan 09, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 5,755 | 304 | 0.04% | 0.06% | 137 | -2,571 | -30.88% | Q4 2025 | Jan 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5,473 | 289 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,254 | 279 | 0.04% | 0.03% | 139 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 5,233 | 277 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quantum Private Wealth, LLC | History | No change | 5,200 | 275 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LifeWealth Investments, LLC | History | No change | 5,166 | 273 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,960 | 262 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TCP Asset Management, LLC | History | No change | 4,903 | 259 | 0.04% | 0.05% | 144 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,838 | 256 | 0.0% | 0.0% | 145 | -296 | -5.77% | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 4,820 | 255 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bison Wealth, LLC | History | New | 4,915 | 253 | 0.03% | — | 147 | +4,915 | New | Q4 2025 | Mar 24, 2026 |
| Csenge Advisory Group | History | New | 4,517 | 239 | 0.01% | — | 148 | +4,517 | New | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,480 | 237 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,414 | 233 | 0.02% | 0.02% | 150 | -75 | -1.67% | Q4 2025 | Jan 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 4,407 | 233 | 0.24% | 0.25% | 151 | -42 | -0.94% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,330 | 229 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 4,316 | 228 | 0.06% | 0.06% | 153 | -95 | -2.15% | Q4 2025 | Jan 22, 2026 |
| Wealthspire Retirement, LLC | History | No change | 3,964 | 209 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LVZ, Inc. | History | New | 3,907 | 206 | 0.02% | — | 155 | +3,907 | New | Q4 2025 | Feb 10, 2026 |
| Great Diamond Partners, LLC | History | New | 3,850 | 203 | 0.04% | — | 156 | +3,850 | New | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 3,763 | 199 | 0.0% | 0.0% | 157 | -5 | -0.13% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,145 | 166 | 0.0% | 0.0% | 158 | +295 | 10.35% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,035 | 160 | 0.02% | — | 159 | +3,035 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,826 | 149 | 0.0% | 0.0% | 160 | -5,324 | -65.33% | Q4 2025 | Feb 11, 2026 |
| MTM Investment Management, LLC | History | No change | 2,450 | 129 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,348 | 124 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,921 | 101 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,734 | 91 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Benson Wealth Management INC | History | New | 1,386 | 73 | 0.08% | — | 165 | +1,386 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,115 | 59 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,063 | 56 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 884 | 46 | 0.0% | — | 168 | +884 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 781 | 41 | 0.03% | 0.04% | 169 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 700 | 37 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 600 | 31 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 342 | 18 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 270 | 14 | 0.01% | 0.01% | 173 | -10 | -3.57% | Q4 2025 | Feb 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 250 | 13 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | No change | 216 | 11 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | New | 189 | 10 | 0.0% | — | 176 | +189 | New | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 56 | 2 | 0.0% | — | 177 | +56 | New | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 41 | 2 | 0.0% | — | 178 | +41 | New | Q4 2025 | Feb 19, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -54,647 | -100.0% | Q3 2025 | Oct 22, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.28% | — | -23,340 | -100.0% | Q3 2025 | Oct 14, 2025 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -15,022 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,146 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,274 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Laidlaw Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -4,175 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,143 | -100.0% | Q3 2025 | Nov 13, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,952 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -845 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q3 2025 | Nov 10, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2025 | Nov 14, 2025 |