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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Added to | 291,065 | 16,446 | 0.03% | 0.03% | 1 | +19,979 | 7.37% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 269,545 | 15,230 | 0.0% | 0.0% | 2 | -28,257 | -9.49% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 289,661 | 14,999 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 245,697 | 13,883 | 0.26% | 0.24% | 4 | +10,726 | 4.56% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | Added to | 199,452 | 11,270 | 0.01% | 0.01% | 5 | +10,381 | 5.49% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 183,714 | 10,380 | 0.0% | 0.0% | 6 | +25,052 | 15.79% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 177,108 | 10,008 | 0.01% | 0.01% | 7 | +17,157 | 10.73% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 148,704 | 8,402 | 0.57% | 0.63% | 8 | -11,756 | -7.33% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 121,769 | 6,880 | 0.01% | 0.01% | 9 | -3,871 | -3.08% | Q2 2026 | Jul 29, 2026 |
| REAP Financial Group, LLC | History | Reduced | 121,677 | 6,875 | 1.17% | 1.25% | 10 | -1,053 | -0.86% | Q2 2026 | Aug 04, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 118,084 | 6,672 | 1.28% | 1.23% | 11 | +2,784 | 2.41% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 91,941 | 5,195 | 0.0% | 0.0% | 12 | -9,612 | -9.47% | Q2 2026 | Aug 07, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 89,954 | 5,082 | 0.48% | 0.75% | 13 | -46,870 | -34.26% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 83,267 | 4,704 | 0.01% | 0.01% | 14 | +12,128 | 17.05% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 79,897 | 4,514 | 0.62% | 0.67% | 15 | -3,448 | -4.14% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 75,829 | 4,284 | 0.01% | 0.02% | 16 | -36,997 | -32.79% | Q2 2026 | Jul 28, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 73,340 | 4,144 | 0.22% | 0.24% | 17 | -8,450 | -10.33% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 50,759 | 2,868 | 0.53% | 0.57% | 18 | -551 | -1.07% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 45,786 | 2,587 | 0.03% | 0.03% | 19 | -1,280 | -2.72% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 44,969 | 2,540 | 0.05% | 0.03% | 20 | +28,702 | 176.44% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 41,993 | 2,372 | 0.49% | 0.5% | 21 | -30 | -0.07% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 37,718 | 2,131 | 0.01% | 0.01% | 22 | -440 | -1.15% | Q2 2026 | Aug 12, 2026 |
| SMART Wealth LLC | History | Reduced | 37,007 | 2,091 | 0.45% | 0.92% | 23 | -23,973 | -39.31% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 34,806 | 1,966 | 0.01% | 0.01% | 24 | -1,336 | -3.7% | Q2 2026 | Aug 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 34,687 | 1,959 | 0.09% | 0.09% | 25 | +890 | 2.63% | Q2 2026 | Aug 11, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 34,351 | 1,941 | 0.1% | 0.11% | 26 | -54 | -0.16% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 33,625 | 1,900 | 0.0% | 0.0% | 27 | +1,060 | 3.26% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 32,291 | 1,824 | 0.11% | 0.12% | 28 | -440 | -1.34% | Q2 2026 | Aug 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 32,080 | 1,812 | 0.12% | 0.13% | 29 | -187 | -0.58% | Q2 2026 | Jul 08, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 30,585 | 1,728 | 0.21% | 0.22% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 30,359 | 1,715 | 0.09% | 0.09% | 31 | +1,556 | 5.4% | Q2 2026 | Jul 31, 2026 |
| 1ST SOURCE BANK | History | Reduced | 29,858 | 1,687 | 0.08% | 0.08% | 32 | -1,535 | -4.89% | Q2 2026 | Aug 06, 2026 |
| Accel Wealth Management | History | Reduced | 29,589 | 1,671 | 0.38% | 0.43% | 33 | -2,613 | -8.11% | Q2 2026 | Jul 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 29,121 | 1,645 | 0.01% | 0.01% | 34 | -138 | -0.47% | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 28,764 | 1,625 | 0.0% | 0.0% | 35 | -2,476 | -7.93% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 26,481 | 1,496 | 0.14% | 0.14% | 36 | -178 | -0.67% | Q2 2026 | Jul 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 26,378 | 1,490 | 0.01% | 0.01% | 37 | -50 | -0.19% | Q2 2026 | Aug 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 25,698 | 1,452 | 0.0% | 0.0% | 38 | -430 | -1.65% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 25,030 | 1,414 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 24,212 | 1,393 | 0.07% | 0.09% | 40 | -11 | -0.05% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 23,315 | 1,317 | 0.63% | 0.69% | 41 | -3,406 | -12.75% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | Added to | 22,577 | 1,275 | 0.02% | 0.02% | 42 | +38 | 0.17% | Q2 2026 | Aug 13, 2026 |
| FWG Investments, LLC. | History | Reduced | 21,657 | 1,223 | 0.65% | 0.77% | 43 | -1,621 | -6.96% | Q2 2026 | Jul 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 21,366 | 1,207 | 0.15% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 21,296 | 1,203 | 0.28% | 0.32% | 45 | -967 | -4.34% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,095 | 1,191 | 0.0% | 0.0% | 46 | -4,589 | -17.87% | Q2 2026 | Jul 28, 2026 |
| Mission Financial Group, LLC | History | New | 20,858 | 1,178 | 0.98% | — | 47 | +20,858 | New | Q2 2026 | Aug 12, 2026 |
| 1776 Wealth LLC | History | No change | 20,671 | 1,168 | 0.41% | 0.42% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 19,495 | 1,101 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 19,434 | 1,098 | 0.01% | 0.02% | 50 | -1,886 | -8.85% | Q2 2026 | Aug 12, 2026 |
| ERn Financial, LLC | History | Reduced | 17,718 | 1,001 | 0.17% | 0.18% | 51 | -951 | -5.09% | Q2 2026 | Jul 23, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 16,887 | 954 | 0.16% | 0.17% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,695 | 943 | 0.0% | 0.0% | 53 | +166 | 1.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Added to | 16,650 | 940 | 0.01% | 0.01% | 54 | +2,163 | 14.93% | Q2 2026 | Jul 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 16,491 | 931 | 0.26% | 0.27% | 55 | -32 | -0.19% | Q2 2026 | Aug 12, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 16,073 | 908 | 0.73% | 0.77% | 56 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mariner, LLC | History | Reduced | 15,437 | 872 | 0.0% | 0.0% | 57 | -100 | -0.64% | Q2 2026 | Aug 13, 2026 |
| Faithward Advisors, LLC | History | Reduced | 15,069 | 851 | 0.1% | 0.12% | 58 | -817 | -5.14% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 15,038 | 849 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 14,878 | 840 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 14,179 | 801 | 0.05% | 0.05% | 61 | +200 | 1.43% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,121 | 797 | 0.02% | 0.02% | 62 | +347 | 2.52% | Q2 2026 | Jul 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,925 | 786 | 0.0% | 0.0% | 63 | -1,930 | -12.17% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,713 | 774 | 0.01% | 0.01% | 64 | -1,355 | -8.99% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 13,674 | 772 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,657 | 771 | 0.25% | 0.26% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,787 | 722 | 0.01% | 0.01% | 67 | +587 | 4.81% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 12,401 | 700 | 0.0% | 0.0% | 68 | +294 | 2.43% | Q2 2026 | Aug 03, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,253 | 692 | 0.02% | 0.02% | 69 | -607 | -4.72% | Q2 2026 | Jul 17, 2026 |
| TFB Advisors LLC | History | Added to | 12,155 | 686 | 0.3% | 0.22% | 70 | +4,106 | 51.01% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 11,919 | 673 | 0.07% | — | 71 | +11,919 | New | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,851 | 669 | 0.01% | 0.01% | 72 | -70 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 11,597 | 655 | 0.42% | 0.46% | 73 | -737 | -5.98% | Q2 2026 | Jul 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 11,570 | 653 | 0.02% | 0.02% | 74 | -358 | -3.0% | Q2 2026 | Jul 31, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 11,557 | 653 | 0.18% | 0.19% | 75 | -146 | -1.25% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,425 | 645 | 0.0% | — | 76 | +11,425 | New | Q2 2026 | Sep 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,446 | 644 | 0.0% | 0.0% | 77 | +8,657 | 310.4% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 11,372 | 642 | 0.02% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 11,340 | 640 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 10,943 | 618 | 0.1% | 0.1% | 80 | -112 | -1.01% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,696 | 604 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,566 | 597 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,468 | 591 | 0.08% | 0.09% | 83 | -54 | -0.51% | Q2 2026 | Aug 11, 2026 |
| BCGM Wealth Management, LLC | History | No change | 10,000 | 565 | 0.12% | 0.13% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,851 | 556 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,664 | 546 | 0.11% | 0.13% | 86 | -1,100 | -10.22% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,544 | 539 | 0.0% | 0.0% | 87 | +2,434 | 34.23% | Q2 2026 | Jul 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,349 | 535 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 9,227 | 521 | 0.03% | 0.03% | 89 | -330 | -3.45% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,921 | 504 | 0.0% | 0.0% | 90 | +18 | 0.2% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,907 | 503 | 0.01% | 0.01% | 91 | -1,531 | -14.67% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 8,787 | 496 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 8,748 | 494 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 8,608 | 486 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 8,468 | 478 | 0.0% | 0.0% | 95 | -68 | -0.8% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,298 | 468 | 0.02% | 0.08% | 96 | -18,343 | -68.85% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 8,230 | 465 | 0.03% | 0.03% | 97 | -307 | -3.6% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,186 | 462 | 0.01% | 0.01% | 98 | +664 | 8.83% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 8,155 | 460 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,104 | 457 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 8,000 | 452 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 7,761 | 439 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,739 | 437 | 0.02% | 0.02% | 103 | -537 | -6.49% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,672 | 435 | 0.0% | 0.0% | 104 | -201 | -2.55% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,205 | 407 | 0.0% | 0.0% | 105 | -575 | -7.39% | Q2 2026 | Jul 28, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 6,980 | 394 | 0.07% | 0.07% | 106 | -220 | -3.06% | Q2 2026 | Jul 16, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 6,955 | 392 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 6,915 | 390 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 6,815 | 385 | 0.05% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 6,265 | 354 | 0.06% | 0.06% | 110 | -128 | -2.0% | Q2 2026 | Jul 21, 2026 |
| Schulz Wealth, LTD. | History | New | 6,247 | 352 | 0.18% | — | 111 | +6,247 | New | Q2 2026 | Aug 26, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 6,031 | 340 | 0.0% | 0.01% | 112 | -1,375 | -18.57% | Q2 2026 | Aug 18, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,920 | 334 | 0.01% | 0.09% | 113 | -77,922 | -92.94% | Q2 2026 | Jul 31, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 5,888 | 332 | 0.21% | 0.22% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 5,868 | 331 | 0.01% | 0.02% | 115 | -9,808 | -62.57% | Q2 2026 | Aug 03, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 5,755 | 330 | 0.01% | 0.01% | 116 | -320 | -5.27% | Q2 2026 | Aug 06, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,770 | 326 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Simplicity Wealth,LLC | History | New | 5,742 | 324 | 0.01% | — | 118 | +5,742 | New | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | New | 5,469 | 309 | 0.0% | — | 121 | +5,469 | New | Q2 2026 | Aug 11, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 5,476 | 309 | 0.03% | 0.07% | 120 | -4,802 | -46.72% | Q2 2026 | Jul 23, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 5,472 | 309 | 0.17% | 0.33% | 119 | -4,532 | -45.3% | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 5,435 | 307 | 0.18% | 0.2% | 122 | -500 | -8.42% | Q2 2026 | Aug 07, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,428 | 306 | 0.3% | 0.35% | 123 | -2,734 | -33.5% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5,333 | 301 | 0.09% | 0.09% | 124 | -140 | -2.56% | Q2 2026 | Jul 24, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,254 | 295 | 0.03% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archer Investment Corp | History | No change | 5,233 | 295 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantum Private Wealth, LLC | History | No change | 5,200 | 293 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LifeWealth Investments, LLC | History | No change | 5,166 | 291 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Van Diest Capital, LLC | History | New | 5,112 | 288 | 0.26% | — | 129 | +5,112 | New | Q2 2026 | Aug 04, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 5,051 | 285 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 4,989 | 281 | 0.02% | 0.01% | 131 | -1,679 | -25.18% | Q2 2026 | Aug 04, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,960 | 280 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Csenge Advisory Group | History | Reduced | 4,924 | 278 | 0.01% | 0.01% | 133 | -93 | -1.85% | Q2 2026 | Aug 10, 2026 |
| Bison Wealth, LLC | History | No change | 4,915 | 278 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TCP Asset Management, LLC | History | No change | 4,873 | 275 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 4,820 | 272 | 0.03% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,480 | 253 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,471 | 252 | 0.0% | 0.0% | 138 | -18,255 | -80.33% | Q2 2026 | Aug 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 4,370 | 246 | 0.13% | 0.15% | 139 | -45 | -1.02% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,330 | 245 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 4,287 | 242 | 0.25% | 0.23% | 141 | -120 | -2.72% | Q2 2026 | Jul 29, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 4,199 | 237 | 0.06% | 0.06% | 142 | -23 | -0.54% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 4,164 | 235 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,038 | 228 | 0.0% | 0.0% | 144 | -70 | -1.7% | Q2 2026 | Aug 19, 2026 |
| LVZ, Inc. | History | No change | 3,907 | 220 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,892 | 219 | 0.0% | 0.0% | 146 | -429 | -9.93% | Q2 2026 | Jul 20, 2026 |
| Great Diamond Partners, LLC | History | New | 3,850 | 217 | 0.04% | — | 147 | +3,850 | New | Q2 2026 | Jul 17, 2026 |
| Allie Family Office LLC | History | Reduced | 3,750 | 211 | 0.08% | 0.28% | 148 | -8,510 | -69.41% | Q2 2026 | Oct 02, 2026 |
| Buck Wealth Strategies, LLC | History | New | 3,705 | 209 | 0.02% | — | 149 | +3,705 | New | Q2 2026 | Jul 30, 2026 |
| QTR Family Wealth, LLC | History | New | 3,643 | 205 | 0.07% | — | 150 | +3,643 | New | Q2 2026 | Jul 27, 2026 |
| UPTICK PARTNERS, LLC | History | New | 3,608 | 203 | 0.03% | — | 151 | +3,608 | New | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | Added to | 3,560 | 201 | 0.0% | 0.0% | 152 | +1,087 | 43.95% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,035 | 171 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,850 | 161 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | Reduced | 2,150 | 121 | 0.03% | 0.04% | 155 | -300 | -12.24% | Q2 2026 | Aug 03, 2026 |
| Bravera Wealth | History | New | 1,974 | 111 | 0.04% | — | 156 | +1,974 | New | Q2 2026 | Jul 23, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 4,005 | 109 | 0.05% | — | 157 | +4,005 | New | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 1,921 | 108 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 1,734 | 97 | 0.0% | — | 159 | +1,734 | New | Q2 2026 | Aug 06, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 1,596 | 90 | 0.02% | 0.05% | 160 | -1,366 | -46.12% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,346 | 76 | 0.0% | 0.01% | 161 | -964 | -41.73% | Q2 2026 | Jul 28, 2026 |
| Benson Wealth Management INC | History | No change | 1,357 | 76 | 0.08% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 1,115 | 63 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timbuktu Capital Management, LLC | History | New | 1,000 | 56 | 0.08% | — | 165 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,000 | 56 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,063 | 55 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 700 | 39 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | New | 684 | 38 | 0.0% | — | 168 | +684 | New | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 637 | 35 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 600 | 33 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 342 | 19 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 270 | 15 | 0.0% | — | 172 | +270 | New | Q2 2026 | Jul 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 266 | 15 | 0.0% | — | 173 | +266 | New | Q2 2026 | Aug 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 250 | 14 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Continuum Advisory, LLC | History | New | 214 | 12 | 0.0% | — | 176 | +214 | New | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 216 | 12 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 167 | 9 | 0.01% | — | 177 | +167 | New | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | No change | 56 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 47 | 2 | 0.0% | — | 180 | +47 | New | Q2 2026 | Jul 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 41 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 34 | 1 | 0.0% | 0.0% | 181 | -374 | -91.67% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 30 | 1 | 0.0% | — | 182 | +30 | New | Q2 2026 | Aug 13, 2026 |
| Semus Wealth Partners LLC | History | Closed out | 0 | 0 | — | 2.33% | — | -80,459 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -64,902 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,676 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,117 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -7,350 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -4,866 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,470 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Retirement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,964 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,754 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -418 | -100.0% | Q2 2026 | Aug 04, 2026 |