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 | 507,425 | 28,431 | 11.3% | 12.7% | 1 | +9,726 | 1.95% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Added to | 324,658 | 18,190 | 0.03% | 0.03% | 2 | +22,699 | 7.52% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 269,816 | 14,696 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 258,127 | 14,462 | 0.02% | 0.02% | 4 | -41,757 | -13.92% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 258,435 | 14,076 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 232,256 | 12,650 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 210,939 | 11,818 | 0.19% | 0.19% | 7 | -5,475 | -2.53% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 200,853 | 10,939 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 171,406 | 9,336 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schulz Wealth, LTD. | History | No change | 148,313 | 8,309 | 3.9% | 4.17% | 10 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 136,122 | 7,400 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 114,798 | 6,432 | 0.02% | 0.02% | 12 | +9,175 | 8.69% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 116,984 | 6,372 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 88,547 | 4,961 | 0.01% | 0.01% | 14 | +117 | 0.13% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 87,263 | 4,889 | 0.01% | — | 15 | +87,263 | New | Q3 2026 | Nov 02, 2026 |
| Faithward Advisors, LLC | History | No change | 85,166 | 4,638 | 0.57% | 0.57% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 85,055 | 4,632 | 2.49% | 2.49% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | Reduced | 81,798 | 4,583 | 0.46% | 0.45% | 18 | -555 | -0.67% | Q3 2026 | Oct 19, 2026 |
| REAP Financial Group, LLC | History | Reduced | 80,079 | 4,486 | 0.73% | 0.76% | 19 | -1,568 | -1.92% | Q3 2026 | Nov 02, 2026 |
| Harvest Investment Services, LLC | History | No change | 81,004 | 4,412 | 0.68% | 0.68% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 76,316 | 4,156 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 75,649 | 4,120 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 72,691 | 4,072 | 0.61% | 0.66% | 23 | -852 | -1.16% | Q3 2026 | Oct 26, 2026 |
| STEPHENS INC /AR/ | History | No change | 74,396 | 4,052 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 72,154 | 3,930 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 66,510 | 3,726 | 0.8% | 0.76% | 26 | -999 | -1.48% | Q3 2026 | Oct 22, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 58,857 | 3,296 | 0.59% | 0.6% | 27 | -150 | -0.25% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 46,115 | 2,511 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 41,250 | 2,311 | 0.3% | 0.34% | 29 | -3,716 | -8.26% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 41,339 | 2,251 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 38,782 | 2,112 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 38,010 | 2,070 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 35,831 | 2,007 | 0.1% | 0.09% | 33 | +2,698 | 8.14% | Q3 2026 | Oct 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 35,953 | 1,958 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 35,940 | 1,957 | 0.93% | 0.93% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 34,899 | 1,955 | 0.1% | 0.1% | 37 | -32 | -0.09% | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 35,911 | 1,955 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 35,611 | 1,939 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FWG Investments, LLC. | History | Reduced | 33,168 | 1,858 | 0.89% | 0.99% | 39 | -1,226 | -3.56% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 33,987 | 1,851 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 33,455 | 1,822 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1776 Wealth LLC | History | No change | 31,969 | 1,741 | 0.61% | 0.61% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | Added to | 31,067 | 1,740 | 0.02% | 0.03% | 43 | +1,691 | 5.76% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 31,773 | 1,730 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 26,057 | 1,419 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 25,871 | 1,409 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 25,486 | 1,388 | 0.45% | 0.45% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bison Wealth, LLC | History | No change | 24,320 | 1,377 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 24,195 | 1,344 | 0.44% | 0.44% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 23,267 | 1,267 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,337 | 1,203 | 0.0% | 0.0% | 51 | +4,267 | 25.0% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 21,752 | 1,184 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 20,758 | 1,163 | 0.04% | 0.05% | 53 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 18,660 | 1,045 | 0.12% | 0.13% | 54 | -198 | -1.05% | Q3 2026 | Oct 29, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 18,476 | 1,035 | 0.26% | 0.25% | 55 | -92 | -0.5% | Q3 2026 | Nov 02, 2026 |
| SACKS & ASSOCIATES, LLC | History | Reduced | 17,956 | 1,006 | 0.7% | 0.7% | 56 | -1,038 | -5.46% | Q3 2026 | Oct 09, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,241 | 993 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 17,604 | 986 | 0.01% | 0.01% | 58 | -73 | -0.41% | Q3 2026 | Oct 26, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 16,748 | 912 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 15,899 | 890 | 0.51% | 0.61% | 60 | -3,550 | -18.25% | Q3 2026 | Oct 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 15,831 | 887 | 0.25% | 0.25% | 61 | -170 | -1.06% | Q3 2026 | Oct 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,620 | 875 | 0.01% | 0.01% | 62 | -385 | -2.41% | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,736 | 857 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TFB Advisors LLC | History | Added to | 15,053 | 843 | 0.34% | 0.3% | 64 | +2,444 | 19.38% | Q3 2026 | Nov 02, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 15,423 | 840 | 0.24% | 0.24% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,690 | 823 | 0.02% | 0.02% | 66 | +97 | 0.66% | Q3 2026 | Oct 08, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,439 | 786 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,552 | 759 | 0.01% | 0.0% | 68 | +6,999 | 106.81% | Q3 2026 | Oct 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 12,558 | 684 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,512 | 645 | 0.02% | 0.01% | 70 | +3,157 | 37.79% | Q3 2026 | Oct 22, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,419 | 621 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,138 | 606 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 10,741 | 601 | 0.05% | 0.04% | 73 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Seven Hills Financial, LLC | History | New | 10,600 | 593 | 0.36% | — | 74 | +10,600 | New | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,732 | 582 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 10,609 | 577 | 0.34% | 0.34% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 10,545 | 574 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,483 | 570 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,938 | 556 | 0.01% | 0.01% | 79 | -180 | -1.78% | Q3 2026 | Oct 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,789 | 548 | 0.0% | 0.0% | 80 | -398 | -3.91% | Q3 2026 | Oct 26, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,785 | 547 | 0.01% | 0.01% | 81 | -2,358 | -19.42% | Q3 2026 | Nov 04, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 9,718 | 529 | 0.39% | 0.39% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 9,398 | 511 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,666 | 485 | 0.01% | 0.01% | 84 | -465 | -5.09% | Q3 2026 | Oct 23, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 8,669 | 485 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 8,901 | 484 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWMG, LLC | History | No change | 8,188 | 459 | 0.1% | 0.11% | 87 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 8,145 | 456 | 0.35% | 0.36% | 88 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,902 | 442 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Chris Bulman Inc | History | Added to | 7,640 | 428 | 0.15% | 0.15% | 90 | +131 | 1.74% | Q3 2026 | Oct 20, 2026 |
| Share Andrew L. | History | No change | 7,650 | 416 | 0.22% | 0.22% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,496 | 408 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,493 | 407 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 7,297 | 406 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 7,152 | 400 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,066 | 384 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7,017 | 382 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | Added to | 6,749 | 378 | 0.0% | 0.0% | 98 | +1,219 | 22.04% | Q3 2026 | Oct 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,674 | 373 | 0.01% | 0.01% | 99 | +84 | 1.27% | Q3 2026 | Oct 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,825 | 371 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,875 | 319 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| World Investment Advisors | History | No change | 5,622 | 306 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,272 | 295 | 0.01% | 0.02% | 103 | -332 | -5.92% | Q3 2026 | Oct 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 5,252 | 294 | 0.29% | 0.33% | 104 | -648 | -10.98% | Q3 2026 | Oct 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 5,188 | 290 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 5,003 | 283 | 0.01% | 0.02% | 106 | -403 | -7.45% | Q3 2026 | Oct 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,166 | 281 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alpha Financial Partners LLC | History | No change | 4,926 | 268 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 4,500 | 252 | 0.01% | — | 109 | +4,500 | New | Q3 2026 | Oct 13, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,450 | 249 | 0.02% | 0.03% | 110 | -780 | -14.91% | Q3 2026 | Oct 28, 2026 |
| GTS SECURITIES LLC | History | No change | 4,513 | 245 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 4,437 | 241 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capasso Planning Partners LLC | History | No change | 4,337 | 236 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 4,343 | 235 | 0.23% | 0.23% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,112 | 230 | 0.0% | 0.0% | 115 | -139 | -3.27% | Q3 2026 | Oct 08, 2026 |
| Archer Investment Corp | History | Reduced | 4,038 | 226 | 0.04% | 0.04% | 117 | -2 | -0.05% | Q3 2026 | Nov 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,154 | 226 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 4,035 | 225 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Paragon Capital Management Ltd | History | No change | 3,942 | 220 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,038 | 219 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 3,921 | 219 | 0.06% | 0.05% | 121 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 3,863 | 216 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PFG Advisors | History | Added to | 3,774 | 211 | 0.01% | 0.01% | 123 | +40 | 1.07% | Q3 2026 | Oct 15, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 3,811 | 207 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mission Financial Group, LLC | History | New | 3,618 | 202 | 0.16% | — | 125 | +3,618 | New | Q3 2026 | Oct 21, 2026 |
| Wagner Wealth Management, LLC | History | No change | 3,000 | 168 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,830 | 154 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 2,721 | 148 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,125 | 119 | 0.01% | 0.01% | 129 | -1,158 | -35.27% | Q3 2026 | Oct 26, 2026 |
| Capital Analysts, LLC | History | No change | 2,200 | 119 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 1,904 | 103 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,803 | 98 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,542 | 86 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,144 | 64 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 1,168 | 63 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 596 | 32 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| IFG Advisory, LLC | History | No change | 580 | 31 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 500 | 28 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CX Institutional | History | No change | 393 | 22 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 378 | 21 | 0.01% | 0.0% | 140 | +100 | 35.97% | Q3 2026 | Oct 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 330 | 17 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 246 | 13 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Continuum Advisory, LLC | History | No change | 222 | 12 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 193 | 10 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 127 | 7 | 0.0% | 0.01% | 145 | -3,386 | -96.38% | Q3 2026 | Nov 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 28 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,970 | -100.0% | Q3 2026 | Oct 22, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,123 | -100.0% | Q3 2026 | Oct 27, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,337 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,038 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -275 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |