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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 297,802 | 15,421 | 0.0% | 0.01% | 1 | -16,209 | -5.16% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 289,661 | 14,999 | 0.04% | 0.04% | 2 | -18,398 | -5.97% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 271,086 | 14,037 | 0.03% | 0.03% | 3 | +27,228 | 11.17% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 234,971 | 12,167 | 0.24% | 0.23% | 4 | +14,885 | 6.76% | Q1 2026 | Apr 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 189,071 | 9,790 | 0.01% | 0.02% | 5 | -166,642 | -46.85% | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 160,460 | 8,309 | 0.63% | 0.69% | 6 | -2,065 | -1.27% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 159,951 | 8,282 | 0.01% | 0.01% | 7 | -25,416 | -13.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 158,662 | 8,215 | 0.0% | 0.01% | 8 | -330,488 | -67.56% | Q1 2026 | May 04, 2026 |
| Synergy Asset Management, LLC | History | Added to | 136,824 | 7,085 | 0.75% | 0.34% | 9 | +75,839 | 124.36% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 125,640 | 6,506 | 0.01% | 0.01% | 10 | -9,927 | -7.32% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | Reduced | 122,730 | 6,355 | 1.25% | 1.33% | 11 | -1,054 | -0.85% | Q1 2026 | May 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 115,300 | 5,970 | 1.23% | 1.26% | 12 | +4,507 | 4.07% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 112,826 | 5,842 | 0.02% | 0.02% | 13 | +17,488 | 18.34% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 101,553 | 5,258 | 0.0% | 0.0% | 14 | -567 | -0.56% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 83,842 | 4,341 | 0.09% | 0.09% | 15 | -335 | -0.4% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Added to | 83,345 | 4,315 | 0.67% | 0.64% | 16 | +4,954 | 6.32% | Q1 2026 | Apr 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 81,790 | 4,235 | 0.24% | 0.29% | 17 | -9,525 | -10.43% | Q1 2026 | May 14, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 80,459 | 4,166 | 2.33% | 2.36% | 18 | -2,161 | -2.62% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 71,139 | 3,683 | 0.01% | 0.01% | 19 | -265 | -0.37% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 64,902 | 3,361 | 0.01% | 0.01% | 20 | -565 | -0.86% | Q1 2026 | Apr 30, 2026 |
| SMART Wealth LLC | History | Reduced | 60,980 | 3,157 | 0.92% | 1.09% | 21 | -6,838 | -10.08% | Q1 2026 | Apr 23, 2026 |
| Keystone Wealth Services, LLC | History | New | 51,310 | 2,656 | 0.57% | — | 22 | +51,310 | New | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 47,066 | 2,437 | 0.03% | 0.03% | 23 | -502 | -1.06% | Q1 2026 | Apr 28, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 42,023 | 2,176 | 0.5% | 0.53% | 24 | -410 | -0.97% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 36,142 | 1,871 | 0.01% | 0.01% | 25 | -500 | -1.36% | Q1 2026 | May 08, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 34,405 | 1,797 | 0.11% | 0.11% | 26 | -751 | -2.14% | Q1 2026 | Apr 07, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 32,731 | 1,791 | 0.12% | 0.12% | 27 | -2,094 | -6.01% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 33,797 | 1,750 | 0.09% | 0.09% | 28 | -3,072 | -8.33% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 32,565 | 1,686 | 0.0% | 0.0% | 29 | -1,311 | -3.87% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 32,267 | 1,670 | 0.13% | 0.13% | 30 | -208 | -0.64% | Q1 2026 | Apr 08, 2026 |
| Accel Wealth Management | History | Reduced | 32,202 | 1,667 | 0.43% | 0.47% | 31 | -330 | -1.01% | Q1 2026 | Apr 08, 2026 |
| 1ST SOURCE BANK | History | No change | 31,393 | 1,625 | 0.08% | 0.09% | 32 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 31,240 | 1,617 | 0.0% | 0.0% | 33 | -772 | -2.41% | Q1 2026 | May 14, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 30,585 | 1,583 | 0.22% | 0.19% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,803 | 1,539 | 0.09% | 0.08% | 35 | +2,378 | 9.0% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 29,259 | 1,515 | 0.01% | 0.02% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 26,721 | 1,383 | 0.69% | 0.74% | 37 | -1,045 | -3.76% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 26,659 | 1,380 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, LLC | History | Added to | 26,641 | 1,379 | 0.08% | 0.07% | 39 | +3,319 | 14.23% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 26,428 | 1,368 | 0.01% | — | 40 | +26,428 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,128 | 1,353 | 0.0% | 0.0% | 41 | -1,000 | -3.69% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,684 | 1,329 | 0.0% | 0.0% | 42 | -1,021 | -3.82% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 25,030 | 1,296 | 0.02% | 0.02% | 43 | -2,155 | -7.93% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 24,223 | 1,254 | 0.09% | 0.17% | 44 | +1,192 | 5.18% | Q1 2026 | May 15, 2026 |
| FWG Investments, LLC. | History | Reduced | 23,278 | 1,205 | 0.77% | 0.81% | 45 | -595 | -2.49% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,726 | 1,176 | 0.0% | 0.0% | 46 | -9,840 | -30.22% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 22,539 | 1,173 | 0.02% | 0.02% | 47 | -256 | -1.12% | Q1 2026 | May 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 22,263 | 1,152 | 0.32% | 0.34% | 48 | -475 | -2.09% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 21,366 | 1,106 | 0.16% | 0.17% | 49 | -735 | -3.33% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,320 | 1,104 | 0.02% | 0.03% | 50 | -5,319 | -19.97% | Q1 2026 | May 15, 2026 |
| 1776 Wealth LLC | History | No change | 20,671 | 1,070 | 0.42% | 0.41% | 51 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 19,495 | 1,009 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ERn Financial, LLC | History | Reduced | 18,669 | 966 | 0.18% | 0.2% | 53 | -1,039 | -5.27% | Q1 2026 | Apr 24, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 16,887 | 874 | 0.17% | 0.18% | 54 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,529 | 855 | 0.0% | 0.0% | 56 | -270 | -1.61% | Q1 2026 | May 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 16,523 | 855 | 0.27% | 0.28% | 55 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,267 | 842 | 0.03% | 0.03% | 57 | +649 | 4.16% | Q1 2026 | May 12, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 16,073 | 832 | 0.77% | 0.75% | 58 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Faithward Advisors, LLC | History | Reduced | 15,886 | 822 | 0.12% | 0.13% | 59 | -234 | -1.45% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,855 | 821 | 0.0% | 0.0% | 60 | -1,287 | -7.51% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | No change | 15,676 | 811 | 0.02% | 0.03% | 61 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 15,537 | 804 | 0.0% | 0.0% | 62 | -897 | -5.46% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 15,068 | 780 | 0.01% | 0.02% | 63 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 15,038 | 778 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 14,878 | 770 | 0.08% | 0.08% | 65 | -193 | -1.28% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Added to | 14,487 | 750 | 0.01% | 0.01% | 66 | +1,431 | 10.96% | Q1 2026 | Apr 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,055 | 744 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,774 | 713 | 0.02% | 0.03% | 68 | -118 | -0.85% | Q1 2026 | Apr 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 13,674 | 708 | 0.03% | 0.04% | 69 | -600 | -4.2% | Q1 2026 | Apr 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,657 | 707 | 0.26% | 0.27% | 70 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,860 | 665 | 0.02% | 0.03% | 71 | -16 | -0.12% | Q1 2026 | Apr 20, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 12,334 | 653 | 0.46% | 0.43% | 72 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Allie Family Office LLC | History | No change | 12,260 | 634 | 0.28% | 0.3% | 73 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,200 | 631 | 0.01% | 0.0% | 74 | +6,221 | 104.05% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,107 | 626 | 0.0% | 0.0% | 75 | -157 | -1.28% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 11,928 | 617 | 0.02% | 0.04% | 76 | -7,400 | -38.29% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | No change | 11,921 | 617 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 11,703 | 606 | 0.19% | 0.2% | 78 | +118 | 1.02% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,676 | 604 | 0.01% | 0.0% | 79 | -989 | -7.81% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 11,372 | 588 | 0.03% | 0.03% | 80 | +105 | 0.93% | Q1 2026 | May 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 11,340 | 587 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Harvest Investment Services, LLC | History | Added to | 11,055 | 572 | 0.1% | 0.11% | 82 | +159 | 1.46% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 10,764 | 557 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,696 | 553 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,566 | 547 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,522 | 544 | 0.09% | 0.07% | 86 | +909 | 9.46% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,438 | 540 | 0.01% | 0.08% | 87 | -48,738 | -82.36% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 10,349 | 535 | 0.03% | 0.04% | 88 | -939 | -8.32% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 10,278 | 532 | 0.07% | 0.04% | 89 | +4,523 | 78.59% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,117 | 523 | 0.0% | 0.0% | 90 | -2,992 | -22.82% | Q1 2026 | May 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 10,004 | 518 | 0.33% | 0.34% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | No change | 10,000 | 517 | 0.13% | 0.13% | 92 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,851 | 510 | 0.0% | 0.0% | 93 | +40 | 0.41% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 9,557 | 494 | 0.03% | 0.08% | 94 | -10,445 | -52.22% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,903 | 461 | 0.0% | 0.0% | 95 | -171 | -1.88% | Q1 2026 | Apr 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,787 | 455 | 0.01% | 0.01% | 96 | +8 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 8,748 | 452 | 0.12% | 0.13% | 97 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 8,608 | 445 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,537 | 442 | 0.03% | 0.03% | 99 | -232 | -2.65% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,536 | 442 | 0.0% | 0.0% | 100 | +68 | 0.8% | Q1 2026 | May 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 8,162 | 430 | 0.35% | 0.38% | 101 | -465 | -5.39% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,276 | 429 | 0.02% | 0.02% | 102 | -299 | -3.49% | Q1 2026 | May 18, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 8,155 | 422 | 0.03% | 0.05% | 103 | -2,000 | -19.69% | Q1 2026 | Apr 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,104 | 419 | 0.0% | 0.0% | 104 | -226 | -2.71% | Q1 2026 | May 13, 2026 |
| TFB Advisors LLC | History | Reduced | 8,049 | 416 | 0.22% | 0.21% | 105 | -5,965 | -42.56% | Q1 2026 | Apr 20, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 7,831 | 415 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 8,000 | 414 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,873 | 410 | 0.0% | 0.0% | 108 | +332 | 4.4% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,780 | 402 | 0.0% | 0.01% | 109 | -1,540 | -16.52% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,406 | 383 | 0.01% | 0.01% | 110 | -2,500 | -25.24% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | New | 7,522 | 382 | 0.01% | — | 111 | +7,522 | New | Q1 2026 | May 14, 2026 |
| Clear Point Advisors Inc. | History | No change | 7,350 | 380 | 0.29% | 0.3% | 112 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 7,200 | 372 | 0.07% | 0.08% | 113 | -300 | -4.0% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,110 | 370 | 0.0% | 0.01% | 114 | -3,264 | -31.46% | Q1 2026 | Apr 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,955 | 360 | 0.04% | 0.04% | 115 | -142 | -2.0% | Q1 2026 | Apr 15, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 6,915 | 358 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Summit Wealth Partners, LLC | History | No change | 6,815 | 352 | 0.06% | 0.07% | 117 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,668 | 345 | 0.01% | — | 118 | +6,668 | New | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 6,075 | 337 | 0.01% | 0.01% | 119 | -106 | -1.71% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 6,393 | 331 | 0.06% | 0.07% | 120 | -1,593 | -19.95% | Q1 2026 | May 20, 2026 |
| Schulz Wealth, LTD. | History | No change | 6,247 | 330 | 0.21% | 0.21% | 121 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 5,888 | 319 | 0.22% | 0.24% | 122 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 5,935 | 307 | 0.2% | 0.2% | 123 | -39 | -0.65% | Q1 2026 | May 11, 2026 |
| Skyview Financial Group LLC | History | No change | 5,802 | 307 | 0.32% | 0.32% | 124 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,770 | 298 | 0.05% | 0.06% | 125 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5,473 | 283 | 0.09% | 0.1% | 126 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Bison Wealth, LLC | History | No change | 4,915 | 273 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 5,233 | 270 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,254 | 269 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quantum Private Wealth, LLC | History | No change | 5,200 | 269 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LifeWealth Investments, LLC | History | No change | 5,166 | 267 | 0.08% | 0.09% | 131 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 5,051 | 261 | 0.06% | 0.1% | 132 | -913 | -15.31% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Added to | 5,017 | 259 | 0.01% | 0.01% | 133 | +500 | 11.07% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,960 | 256 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TCP Asset Management, LLC | History | Reduced | 4,873 | 252 | 0.03% | 0.04% | 135 | -30 | -0.61% | Q1 2026 | Apr 10, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,866 | 251 | 0.26% | — | 136 | +4,866 | New | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 4,820 | 249 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | New | 4,470 | 231 | 0.0% | — | 139 | +4,470 | New | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,480 | 231 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 4,415 | 228 | 0.15% | 1.55% | 140 | -40,190 | -90.1% | Q1 2026 | May 20, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,407 | 228 | 0.23% | 0.24% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,330 | 224 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,321 | 223 | 0.0% | 0.0% | 143 | -1,743 | -28.74% | Q1 2026 | Apr 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 4,222 | 218 | 0.06% | 0.06% | 144 | -94 | -2.18% | Q1 2026 | Apr 22, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,164 | 215 | 0.02% | 0.02% | 145 | -250 | -5.66% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,108 | 212 | 0.0% | — | 146 | +4,108 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | No change | 3,964 | 205 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LVZ, Inc. | History | No change | 3,907 | 202 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,035 | 157 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 2,962 | 153 | 0.05% | 0.14% | 150 | -5,540 | -65.16% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 2,850 | 147 | 0.0% | 0.0% | 151 | -295 | -9.38% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,754 | 142 | 0.09% | — | 152 | +2,754 | New | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,789 | 141 | 0.0% | 0.0% | 153 | -37 | -1.31% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 2,473 | 128 | 0.0% | 0.0% | 154 | -1,290 | -34.28% | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | No change | 2,450 | 126 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,310 | 119 | 0.01% | 0.01% | 156 | -38 | -1.62% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,921 | 99 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,734 | 91 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Benson Wealth Management INC | History | Reduced | 1,357 | 70 | 0.1% | 0.08% | 159 | -29 | -2.09% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,115 | 57 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,063 | 55 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Holos Integrated Wealth LLC | History | New | 1,000 | 52 | 0.03% | — | 162 | +1,000 | New | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 38,158 | 38 | 0.0% | 0.01% | 163 | -229 | -0.6% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 700 | 36 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 637 | 32 | 0.02% | 0.03% | 165 | -144 | -18.44% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 600 | 31 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 408 | 21 | 0.0% | 0.0% | 167 | -476 | -53.85% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 418 | 21 | 0.0% | — | 168 | +418 | New | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 342 | 17 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nova Wealth Management, Inc. | History | No change | 250 | 12 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | No change | 216 | 11 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 56 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 41 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stenger Family Office, LLC | History | Closed out | 0 | 0 | — | 3.35% | — | -415,094 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -130,639 | -100.0% | Q1 2026 | May 05, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.41% | — | -88,993 | -100.0% | Q1 2026 | Apr 17, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.51% | — | -17,464 | -100.0% | Q1 2026 | May 12, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -15,501 | -100.0% | Q1 2026 | May 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,491 | -100.0% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -11,368 | -100.0% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,623 | -100.0% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -9,383 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,407 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,974 | -100.0% | Q1 2026 | Apr 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,910 | -100.0% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,838 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,850 | -100.0% | Q1 2026 | May 12, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -270 | -100.0% | Q1 2026 | May 19, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q1 2026 | May 05, 2026 |