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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 555,488 | 27,618 | 0.01% | 0.01% | 1 | +34,837 | 6.69% | Q1 2026 | May 04, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 486,440 | 24,185 | 11.98% | 16.77% | 2 | -156,997 | -24.4% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 359,028 | 17,850 | 0.02% | 0.02% | 3 | -15,326 | -4.09% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 332,868 | 16,550 | 0.04% | 0.05% | 4 | -32,877 | -8.99% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 309,513 | 15,388 | 0.02% | 0.02% | 5 | +15,051 | 5.11% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 281,963 | 14,019 | 0.03% | 0.03% | 6 | +27,216 | 10.68% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 276,446 | 13,744 | 0.0% | 0.01% | 7 | -140,857 | -33.75% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 216,770 | 10,777 | 0.22% | 0.22% | 8 | +1,733 | 0.81% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 211,150 | 10,498 | 0.0% | 0.0% | 9 | -25,432 | -10.75% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Added to | 154,518 | 7,682 | 0.09% | 0.09% | 10 | +3,456 | 2.29% | Q1 2026 | May 05, 2026 |
| Schulz Wealth, LTD. | History | No change | 148,314 | 7,591 | 4.86% | 4.86% | 11 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 135,271 | 6,725 | 0.03% | 0.03% | 12 | +5,857 | 4.53% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 127,606 | 6,344 | 0.01% | 0.01% | 13 | -27,073 | -17.5% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 127,221 | 6,324 | 0.01% | — | 14 | +127,221 | New | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 117,267 | 5,831 | 0.01% | 0.01% | 15 | -586 | -0.5% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 107,936 | 5,367 | 0.01% | 0.01% | 16 | +7,230 | 7.18% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 98,466 | 4,895 | 0.01% | 0.01% | 17 | -1,467 | -1.47% | Q1 2026 | Apr 27, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 90,718 | 4,510 | 3.37% | 3.81% | 18 | -12,173 | -11.83% | Q1 2026 | Apr 17, 2026 |
| Faithward Advisors, LLC | History | Added to | 85,610 | 4,256 | 0.61% | 0.45% | 19 | +25,078 | 41.43% | Q1 2026 | Apr 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 81,572 | 4,055 | 0.8% | 0.85% | 20 | -115 | -0.14% | Q1 2026 | May 11, 2026 |
| NOVEM GROUP | History | Added to | 80,895 | 4,022 | 0.46% | 0.45% | 21 | +5,085 | 6.71% | Q1 2026 | Apr 10, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 80,750 | 4,014 | 1.01% | 1.16% | 22 | -7,230 | -8.22% | Q1 2026 | May 06, 2026 |
| Harvest Investment Services, LLC | History | Added to | 79,643 | 3,959 | 0.72% | 0.63% | 23 | +14,655 | 22.55% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 79,367 | 3,946 | 0.06% | 0.08% | 24 | +2,222 | 2.88% | Q1 2026 | May 18, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 75,225 | 3,740 | 0.05% | 0.08% | 25 | -48,364 | -39.13% | Q1 2026 | Apr 28, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 73,885 | 3,673 | 2.38% | 0.2% | 26 | +68,065 | 1169.5% | Q1 2026 | May 20, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 73,688 | 3,663 | 0.75% | 0.83% | 27 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 73,005 | 3,629 | 0.01% | 0.0% | 28 | +32,129 | 78.6% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 72,073 | 3,583 | 0.08% | 0.09% | 29 | -910 | -1.25% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 67,486 | 3,355 | 0.01% | 0.01% | 30 | +8,922 | 15.23% | Q1 2026 | May 04, 2026 |
| Keystone Wealth Services, LLC | History | New | 62,327 | 3,098 | 0.66% | — | 31 | +62,327 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 48,112 | 2,392 | 0.04% | 0.04% | 32 | +6,281 | 15.02% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 44,590 | 2,217 | 0.34% | 0.36% | 33 | -695 | -1.53% | Q1 2026 | Apr 17, 2026 |
| Integrity Financial Corp /WA | History | Added to | 38,467 | 1,912 | 0.95% | 0.82% | 34 | +6,894 | 21.84% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 36,517 | 1,815 | 0.0% | 0.0% | 35 | +2,120 | 6.16% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 35,611 | 1,770 | 0.01% | 0.01% | 36 | +3,500 | 10.9% | Q1 2026 | Jun 02, 2026 |
| FWG Investments, LLC. | History | Added to | 35,431 | 1,761 | 1.12% | 1.09% | 37 | +1,967 | 5.88% | Q1 2026 | Apr 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 34,931 | 1,736 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,694 | 1,724 | 0.01% | 0.01% | 39 | +1,102 | 3.28% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,582 | 1,621 | 0.09% | 0.09% | 40 | +2,418 | 8.29% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 32,337 | 1,607 | 0.01% | 0.01% | 41 | -766 | -2.31% | Q1 2026 | May 13, 2026 |
| 1776 Wealth LLC | History | No change | 31,969 | 1,589 | 0.62% | 0.62% | 42 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 28,958 | 1,439 | 0.52% | 0.56% | 43 | -213 | -0.73% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 28,789 | 1,431 | 0.08% | 0.08% | 44 | +2,097 | 7.86% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,323 | 1,358 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 27,271 | 1,356 | 0.0% | 0.0% | 46 | -101 | -0.37% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 26,629 | 1,323 | 0.02% | 0.02% | 47 | +3,555 | 15.41% | Q1 2026 | Apr 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 24,554 | 1,318 | 0.04% | 0.01% | 48 | +19,392 | 375.67% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | No change | 24,320 | 1,308 | 0.13% | 0.14% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,160 | 1,300 | 0.0% | 0.0% | 50 | -651 | -2.43% | Q1 2026 | May 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 23,227 | 1,243 | 0.45% | — | 51 | +23,227 | New | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 23,587 | 1,172 | 0.01% | 0.02% | 52 | -264 | -1.11% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 22,604 | 1,123 | 0.0% | 0.0% | 53 | -534 | -2.31% | Q1 2026 | May 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 21,783 | 1,083 | 0.3% | 0.33% | 54 | -800 | -3.54% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 20,758 | 1,032 | 0.05% | 0.02% | 55 | +11,710 | 129.42% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,372 | 1,012 | 0.0% | 0.0% | 56 | -8,095 | -28.44% | Q1 2026 | May 15, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 20,195 | 1,004 | 0.65% | 0.69% | 57 | -946 | -4.47% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 19,689 | 978 | 0.01% | 0.01% | 58 | -13 | -0.07% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 19,307 | 959 | 0.07% | 0.07% | 59 | +2,900 | 17.68% | Q1 2026 | Apr 17, 2026 |
| Catalina Capital Group, LLC | History | Added to | 19,061 | 947 | 0.56% | 0.59% | 60 | +200 | 1.06% | Q1 2026 | Apr 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 18,858 | 937 | 0.13% | 0.13% | 61 | +1,200 | 6.8% | Q1 2026 | May 11, 2026 |
| VestGen Investment Management | History | Reduced | 18,757 | 932 | 0.51% | 0.58% | 62 | -1,617 | -7.94% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,606 | 925 | 0.0% | 0.0% | 63 | +6,020 | 47.83% | Q1 2026 | May 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 17,995 | 894 | 0.03% | 0.03% | 64 | -1,352 | -6.99% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,460 | 868 | 0.01% | 0.01% | 65 | -520 | -2.89% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,993 | 844 | 0.0% | — | 66 | +16,993 | New | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 16,748 | 832 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,034 | 797 | 0.26% | 0.28% | 68 | -222 | -1.37% | Q1 2026 | Apr 09, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 15,521 | 771 | 0.24% | 0.26% | 69 | -376 | -2.37% | Q1 2026 | May 13, 2026 |
| Oakmont Advisory Group, LLC | History | New | 14,974 | 744 | 0.76% | — | 70 | +14,974 | New | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,600 | 725 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14,181 | 705 | 0.02% | 0.03% | 72 | -254 | -1.76% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Reduced | 13,593 | 675 | 0.01% | 0.01% | 73 | -443 | -3.16% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,386 | 665 | 0.03% | 0.02% | 74 | +642 | 5.04% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,155 | 654 | 0.0% | 0.0% | 75 | -1,614 | -10.93% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,558 | 624 | 0.03% | 0.04% | 76 | -5,661 | -31.07% | Q1 2026 | May 18, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,207 | 606 | 0.01% | 0.01% | 77 | -479 | -3.78% | Q1 2026 | Apr 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 11,932 | 593 | 0.15% | 0.19% | 78 | -1,335 | -10.06% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,419 | 567 | 0.02% | 0.01% | 79 | +1,818 | 18.94% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 10,741 | 534 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 10,609 | 527 | 0.31% | 0.32% | 81 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,544 | 524 | 0.08% | 0.07% | 83 | +810 | 8.32% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,545 | 524 | 0.01% | 0.01% | 82 | +194 | 1.87% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,508 | 522 | 0.0% | 0.0% | 84 | +1,140 | 12.17% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,118 | 503 | 0.01% | 0.01% | 85 | -508 | -4.78% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,093 | 502 | 0.0% | 0.0% | 86 | +3,093 | 44.19% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,883 | 494 | 0.0% | 0.0% | 87 | -16,320 | -62.28% | Q1 2026 | Apr 08, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 9,718 | 483 | 0.39% | 0.41% | 88 | -2 | -0.02% | Q1 2026 | May 15, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 9,073 | 459 | 0.37% | 0.41% | 89 | -529 | -5.51% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 8,911 | 443 | 0.03% | 0.03% | 90 | +210 | 2.41% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 8,378 | 416 | 0.22% | 0.22% | 91 | -7,326 | -46.65% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,355 | 415 | 0.01% | 0.01% | 92 | +191 | 2.34% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | No change | 8,252 | 410 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SWMG, LLC | History | No change | 8,188 | 407 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,145 | 404 | 0.37% | 0.37% | 95 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,808 | 399 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,902 | 392 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Skyview Financial Group LLC | History | No change | 7,528 | 385 | 0.4% | 0.4% | 98 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Share Andrew L. | History | No change | 7,650 | 380 | 0.18% | 0.2% | 99 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Chris Bulman Inc | History | Reduced | 7,509 | 373 | 0.16% | 0.18% | 100 | -459 | -5.76% | Q1 2026 | Apr 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 7,334 | 364 | 0.03% | 0.03% | 101 | +3,090 | 72.81% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,131 | 354 | 0.01% | 0.0% | 102 | +2,327 | 48.44% | Q1 2026 | Apr 22, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 7,130 | 354 | 0.07% | 0.07% | 103 | -941 | -11.66% | Q1 2026 | May 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,932 | 344 | 0.01% | — | 105 | +6,932 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,938 | 344 | 0.01% | 0.01% | 104 | -147 | -2.07% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,825 | 339 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,622 | 329 | 0.0% | 0.0% | 107 | +1,263 | 23.57% | Q1 2026 | Apr 20, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,900 | 293 | 0.3% | 0.31% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,875 | 292 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,862 | 291 | 0.0% | — | 110 | +5,862 | New | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 5,530 | 277 | 0.02% | 0.02% | 111 | -103 | -1.83% | Q1 2026 | Apr 07, 2026 |
| World Investment Advisors | History | Reduced | 5,313 | 264 | 0.0% | 0.0% | 112 | -381 | -6.69% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 5,264 | 261 | 0.0% | — | 113 | +5,264 | New | Q1 2026 | May 14, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 5,230 | 260 | 0.03% | 0.03% | 114 | -20 | -0.38% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,169 | 257 | 0.0% | 0.0% | 116 | -396 | -7.12% | Q1 2026 | Apr 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 5,188 | 257 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,055 | 251 | 0.26% | — | 117 | +5,055 | New | Q1 2026 | May 13, 2026 |
| Alpha Financial Partners LLC | History | No change | 4,926 | 244 | 0.14% | 0.15% | 118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,890 | 243 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 4,435 | 234 | 0.13% | — | 120 | +4,435 | New | Q1 2026 | May 19, 2026 |
| Private Advisor Group, LLC | History | New | 4,524 | 224 | 0.0% | — | 122 | +4,524 | New | Q1 2026 | Apr 24, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,525 | 224 | 0.01% | 0.02% | 121 | -407 | -8.25% | Q1 2026 | Apr 29, 2026 |
| Paragon Capital Management Ltd | History | No change | 4,481 | 222 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 4,437 | 220 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,399 | 218 | 0.0% | 0.0% | 125 | -387 | -8.09% | Q1 2026 | Apr 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 4,392 | 218 | 0.06% | 0.07% | 126 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PFG Advisors | History | Reduced | 4,369 | 217 | 0.01% | 0.01% | 127 | -196 | -4.29% | Q1 2026 | May 05, 2026 |
| Capasso Planning Partners LLC | History | No change | 4,337 | 215 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 4,040 | 200 | 0.06% | 0.07% | 129 | +76 | 1.92% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Reduced | 4,040 | 200 | 0.04% | 0.05% | 130 | -1 | -0.02% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,837 | 191 | 0.0% | 0.02% | 131 | -29,531 | -88.5% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,354 | 166 | 0.01% | 0.01% | 132 | -559 | -14.29% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,038 | 161 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 3,000 | 149 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,930 | 145 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,830 | 140 | 0.0% | 0.0% | 136 | +1,150 | 68.45% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,352 | 117 | 0.0% | 0.0% | 137 | -75 | -3.09% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,904 | 94 | 0.0% | 0.0% | 138 | +325 | 20.58% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,803 | 89 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,622 | 80 | 0.06% | 0.07% | 140 | -105 | -6.08% | Q1 2026 | Apr 27, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,175 | 58 | 0.04% | — | 141 | +1,175 | New | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 1,144 | 56 | 0.0% | — | 142 | +1,144 | New | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | New | 732 | 36 | 0.0% | — | 143 | +732 | New | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 606 | 29 | 0.0% | — | 145 | +606 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 575 | 29 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | New | 528 | 26 | 0.0% | — | 146 | +528 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 500 | 24 | 0.0% | 0.0% | 147 | -100 | -16.67% | Q1 2026 | Apr 22, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 500 | 24 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | New | 393 | 20 | 0.0% | — | 149 | +393 | New | Q1 2026 | Apr 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 383 | 19 | 0.0% | 0.0% | 150 | +58 | 17.85% | Q1 2026 | Jul 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 330 | 16 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 275 | 13 | 0.01% | 0.01% | 152 | -17 | -5.82% | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 193 | 9 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Grant Street Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,216 | -100.0% | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,537 | -100.0% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -136 | -87.18% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -68 | -87.18% | Q1 2026 | May 15, 2026 |