FIRST TRUST EXCHANGE-TRADED FUND VIII - FDEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Griffith & Werner, Inc. | History | Added to | 497,699 | 27,108 | 12.7% | 11.98% | 1 | +11,259 | 2.31% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 332,868 | 16,550 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 301,959 | 16,446 | 0.03% | 0.03% | 3 | +19,996 | 7.09% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 299,884 | 16,333 | 0.02% | 0.02% | 4 | -9,629 | -3.11% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 269,816 | 14,696 | 0.0% | 0.01% | 5 | -285,672 | -51.43% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 258,435 | 14,076 | 0.0% | 0.0% | 6 | -18,011 | -6.52% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 232,256 | 12,650 | 0.0% | 0.0% | 7 | +21,106 | 10.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 216,414 | 11,787 | 0.19% | 0.22% | 8 | -356 | -0.16% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Reduced | 200,853 | 10,939 | 0.01% | 0.02% | 9 | -158,175 | -44.06% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 171,406 | 9,336 | 0.01% | 0.01% | 10 | +43,800 | 34.32% | Q2 2026 | Aug 14, 2026 |
| Schulz Wealth, LTD. | History | New | 148,313 | 8,078 | 4.17% | — | 11 | +148,313 | New | Q2 2026 | Aug 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 136,122 | 7,400 | 0.01% | 0.01% | 12 | +8,901 | 7.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 116,984 | 6,372 | 0.01% | 0.01% | 13 | -283 | -0.24% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 105,623 | 5,753 | 0.02% | 0.03% | 14 | -29,648 | -21.92% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 88,430 | 4,816 | 0.01% | 0.01% | 15 | -10,036 | -10.19% | Q2 2026 | Jul 28, 2026 |
| Faithward Advisors, LLC | History | Reduced | 85,166 | 4,638 | 0.57% | 0.61% | 16 | -444 | -0.52% | Q2 2026 | Aug 12, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 85,055 | 4,632 | 2.49% | 2.38% | 17 | +11,170 | 15.12% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | Added to | 82,353 | 4,485 | 0.45% | 0.46% | 18 | +1,458 | 1.8% | Q2 2026 | Jul 21, 2026 |
| REAP Financial Group, LLC | History | Added to | 81,647 | 4,447 | 0.76% | 0.8% | 19 | +75 | 0.09% | Q2 2026 | Aug 04, 2026 |
| Harvest Investment Services, LLC | History | Added to | 81,004 | 4,412 | 0.68% | 0.72% | 20 | +1,361 | 1.71% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,316 | 4,156 | 0.01% | 0.01% | 21 | +8,830 | 13.08% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 75,649 | 4,120 | 0.06% | 0.06% | 22 | -3,718 | -4.68% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 74,396 | 4,052 | 0.05% | 0.05% | 23 | -829 | -1.1% | Q2 2026 | Jul 29, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 73,543 | 4,005 | 0.66% | 0.75% | 24 | -145 | -0.2% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 72,154 | 3,930 | 0.01% | 0.01% | 25 | -851 | -1.17% | Q2 2026 | Aug 13, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 67,509 | 3,677 | 0.76% | 1.01% | 26 | -13,241 | -16.4% | Q2 2026 | Aug 06, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 59,007 | 3,213 | 0.6% | 0.66% | 27 | -3,320 | -5.33% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 46,115 | 2,511 | 0.0% | 0.0% | 28 | +27,509 | 147.85% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Added to | 44,966 | 2,449 | 0.34% | 0.34% | 29 | +376 | 0.84% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 41,339 | 2,251 | 0.03% | 0.04% | 30 | -6,773 | -14.08% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,782 | 2,112 | 0.0% | 0.0% | 31 | +18,410 | 90.37% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,010 | 2,070 | 0.0% | 0.0% | 32 | +1,493 | 4.09% | Q2 2026 | Aug 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 35,953 | 1,958 | 0.03% | 0.0% | 33 | +30,091 | 513.32% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 35,940 | 1,957 | 0.93% | 0.95% | 34 | -2,527 | -6.57% | Q2 2026 | Jul 31, 2026 |
| HRT FINANCIAL LP | History | Added to | 35,911 | 1,955 | 0.0% | 0.0% | 35 | +30,647 | 582.2% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 35,611 | 1,939 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 34,931 | 1,902 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FWG Investments, LLC. | History | Reduced | 34,394 | 1,873 | 0.99% | 1.12% | 38 | -1,037 | -2.93% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,987 | 1,851 | 0.01% | 0.01% | 39 | -707 | -2.04% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 33,455 | 1,822 | 0.04% | 0.03% | 40 | +20,069 | 149.93% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 33,133 | 1,804 | 0.09% | 0.09% | 41 | +1,551 | 4.91% | Q2 2026 | Jul 31, 2026 |
| 1776 Wealth LLC | History | No change | 31,969 | 1,741 | 0.61% | 0.62% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 31,773 | 1,730 | 0.01% | 0.01% | 43 | -564 | -1.74% | Q2 2026 | Aug 03, 2026 |
| RFG Advisory, LLC | History | Added to | 29,376 | 1,600 | 0.03% | 0.02% | 44 | +2,747 | 10.32% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 26,057 | 1,419 | 0.0% | 0.0% | 45 | -1,214 | -4.45% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 25,871 | 1,409 | 0.01% | 0.01% | 46 | -1,452 | -5.31% | Q2 2026 | Aug 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 25,486 | 1,388 | 0.45% | 0.52% | 47 | -3,472 | -11.99% | Q2 2026 | Aug 10, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 24,195 | 1,344 | 0.44% | 0.45% | 48 | +968 | 4.17% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | No change | 24,320 | 1,330 | 0.12% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 23,267 | 1,267 | 0.01% | 0.01% | 50 | -320 | -1.36% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 21,752 | 1,184 | 0.0% | 0.0% | 51 | -852 | -3.77% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 20,758 | 1,130 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 19,449 | 1,059 | 0.61% | 0.65% | 53 | -746 | -3.69% | Q2 2026 | Aug 07, 2026 |
| SACKS & ASSOCIATES, LLC | History | New | 18,994 | 1,041 | 0.7% | — | 54 | +18,994 | New | Q2 2026 | Aug 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 18,858 | 1,027 | 0.13% | 0.13% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 18,568 | 1,011 | 0.25% | 0.3% | 56 | -3,215 | -14.76% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,241 | 993 | 0.0% | 0.0% | 57 | +1,248 | 7.34% | Q2 2026 | Sep 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 17,677 | 962 | 0.01% | 0.01% | 58 | -2,012 | -10.22% | Q2 2026 | Aug 03, 2026 |
| Catalina Capital Group, LLC | History | No change | 19,061 | 947 | 0.56% | 0.56% | 59 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,070 | 936 | 0.0% | 0.0% | 60 | +7,187 | 72.72% | Q2 2026 | Jul 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 16,748 | 912 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,005 | 871 | 0.01% | 0.01% | 62 | -1,455 | -8.33% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,001 | 871 | 0.25% | 0.26% | 63 | -33 | -0.21% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,736 | 857 | 0.0% | 0.0% | 64 | +1,136 | 7.78% | Q2 2026 | Aug 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 15,423 | 840 | 0.24% | 0.24% | 65 | -98 | -0.63% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,593 | 794 | 0.02% | 0.02% | 66 | +412 | 2.91% | Q2 2026 | Jul 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 14,439 | 786 | 0.02% | 0.08% | 67 | -57,634 | -79.97% | Q2 2026 | Aug 13, 2026 |
| TFB Advisors LLC | History | Added to | 12,609 | 686 | 0.3% | 0.22% | 68 | +4,231 | 50.5% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 12,558 | 684 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,143 | 661 | 0.01% | 0.01% | 70 | -64 | -0.52% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,419 | 621 | 0.01% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,138 | 606 | 0.0% | 0.0% | 72 | -2,017 | -15.33% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 10,741 | 585 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | New | 10,732 | 582 | 0.0% | — | 74 | +10,732 | New | Q2 2026 | Aug 12, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 10,609 | 577 | 0.34% | 0.31% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 10,545 | 574 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,483 | 570 | 0.08% | 0.08% | 77 | -61 | -0.58% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,187 | 555 | 0.0% | 0.0% | 78 | -321 | -3.05% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 10,118 | 551 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 9,718 | 529 | 0.39% | 0.39% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 9,398 | 511 | 0.05% | — | 81 | +9,398 | New | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,131 | 497 | 0.01% | 0.01% | 82 | +2,000 | 28.05% | Q2 2026 | Jul 22, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,970 | 488 | 0.02% | 0.08% | 83 | -19,819 | -68.84% | Q2 2026 | Jul 23, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 8,901 | 484 | 0.09% | — | 84 | +8,901 | New | Q2 2026 | Aug 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | New | 8,669 | 472 | 0.11% | — | 85 | +8,669 | New | Q2 2026 | Jul 22, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,355 | 455 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SWMG, LLC | History | No change | 8,188 | 448 | 0.11% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 8,911 | 443 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,145 | 443 | 0.36% | 0.37% | 89 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,902 | 430 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Share Andrew L. | History | No change | 7,650 | 416 | 0.22% | 0.18% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,496 | 408 | 0.01% | 0.01% | 92 | +2,606 | 53.29% | Q2 2026 | Aug 03, 2026 |
| Chris Bulman Inc | History | No change | 7,509 | 408 | 0.15% | 0.16% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,493 | 407 | 0.0% | 0.0% | 94 | -2,600 | -25.76% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 7,297 | 406 | 0.02% | 0.03% | 95 | -37 | -0.5% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 7,152 | 389 | 0.01% | 0.01% | 96 | -1,100 | -13.33% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 7,066 | 384 | 0.02% | 0.03% | 97 | -742 | -9.5% | Q2 2026 | Aug 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 7,017 | 382 | 0.06% | 0.07% | 98 | -113 | -1.58% | Q2 2026 | Jul 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,825 | 371 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,590 | 358 | 0.01% | 0.01% | 100 | -348 | -5.02% | Q2 2026 | Jul 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,553 | 356 | 0.0% | 0.0% | 101 | -69 | -1.04% | Q2 2026 | Jul 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,900 | 321 | 0.33% | 0.3% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,875 | 319 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| World Investment Advisors | History | Added to | 5,622 | 306 | 0.01% | 0.0% | 104 | +309 | 5.82% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,604 | 305 | 0.02% | 0.07% | 105 | -13,703 | -70.97% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | Reduced | 5,530 | 301 | 0.0% | 0.01% | 106 | -8,063 | -59.32% | Q2 2026 | Jul 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 5,406 | 294 | 0.02% | 0.02% | 107 | -124 | -2.24% | Q2 2026 | Jul 09, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 5,230 | 284 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 5,188 | 282 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 5,166 | 281 | 0.02% | 0.01% | 110 | -1,766 | -25.48% | Q2 2026 | Aug 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,123 | 279 | 0.01% | 0.04% | 111 | -19,431 | -79.14% | Q2 2026 | Aug 11, 2026 |
| Alpha Financial Partners LLC | History | No change | 4,926 | 268 | 0.14% | 0.14% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | New | 4,513 | 245 | 0.01% | — | 113 | +4,513 | New | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 4,437 | 241 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,337 | 236 | 0.01% | 0.01% | 116 | -188 | -4.15% | Q2 2026 | Jul 28, 2026 |
| Capasso Planning Partners LLC | History | No change | 4,337 | 236 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,343 | 235 | 0.23% | 0.37% | 117 | -4,730 | -52.13% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,251 | 231 | 0.0% | 0.0% | 118 | +414 | 10.79% | Q2 2026 | Jul 17, 2026 |
| Kovack Advisors, Inc. | History | New | 4,154 | 226 | 0.01% | — | 119 | +4,154 | New | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 4,035 | 221 | 0.11% | 0.13% | 120 | -400 | -9.02% | Q2 2026 | Jul 29, 2026 |
| Archer Investment Corp | History | No change | 4,040 | 220 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 4,038 | 219 | 0.06% | 0.06% | 122 | -2 | -0.05% | Q2 2026 | Aug 07, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 3,942 | 214 | 0.04% | 0.05% | 123 | -539 | -12.03% | Q2 2026 | Jul 29, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 3,921 | 213 | 0.05% | 0.06% | 124 | -471 | -10.72% | Q2 2026 | Jul 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 3,863 | 210 | 0.06% | — | 125 | +3,863 | New | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 3,811 | 207 | 0.01% | — | 126 | +3,811 | New | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | Reduced | 3,734 | 203 | 0.01% | 0.01% | 127 | -635 | -14.53% | Q2 2026 | Jul 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,513 | 191 | 0.01% | 0.01% | 128 | +583 | 19.9% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,283 | 178 | 0.01% | 0.01% | 129 | -71 | -2.12% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,038 | 166 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wagner Wealth Management, LLC | History | No change | 3,000 | 163 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,830 | 154 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | New | 2,721 | 148 | 0.0% | — | 133 | +2,721 | New | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,200 | 119 | 0.0% | 0.0% | 134 | -152 | -6.46% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 1,904 | 103 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,803 | 98 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,542 | 83 | 0.05% | 0.06% | 137 | -80 | -4.93% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | New | 1,168 | 63 | 0.0% | — | 138 | +1,168 | New | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,144 | 62 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | New | 580 | 31 | 0.0% | — | 140 | +580 | New | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 500 | 27 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 393 | 21 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Rialto Wealth Management, LLC | History | No change | 330 | 17 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 278 | 15 | 0.0% | — | 144 | +278 | New | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | No change | 275 | 14 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Continuum Advisory, LLC | History | New | 222 | 12 | 0.0% | — | 146 | +222 | New | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 193 | 10 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 28 | 1 | 0.0% | 0.0% | 149 | -355 | -92.69% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 20 | 1 | 0.0% | — | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -154,518 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -107,936 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.37% | — | -90,718 | -100.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,160 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.51% | — | -18,757 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,995 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -14,974 | -100.0% | Q2 2026 | Aug 03, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -11,932 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,169 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -5,055 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,524 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,399 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,451 | -100.0% | Q2 2026 | Sep 11, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,175 | -100.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -732 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -606 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -528 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |