FIRST TRUST EXCHANGE-TRADED FUND VIII - FFEB
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 | 635,574 | 38,757 | 0.01% | 0.01% | 1 | +190,121 | 42.68% | Q2 2026 | Aug 03, 2026 |
| Schorn Wealth LLC | History | Reduced | 497,888 | 30,361 | 7.94% | 8.5% | 2 | -6,124 | -1.22% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 343,704 | 20,959 | 0.03% | 0.03% | 3 | -1,554 | -0.45% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 339,853 | 20,724 | 0.02% | 0.02% | 4 | -56,826 | -14.33% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 326,250 | 19,894 | 0.03% | 0.03% | 5 | -6,065 | -1.83% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 317,106 | 19,337 | 0.01% | 0.01% | 6 | -9,807 | -3.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 268,827 | 16,393 | 0.03% | 0.03% | 7 | +17,320 | 6.89% | Q2 2026 | Jul 30, 2026 |
| REAP Financial Group, LLC | History | Reduced | 244,262 | 14,895 | 2.54% | 2.73% | 8 | -3,830 | -1.54% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 194,209 | 11,842 | 0.0% | 0.0% | 9 | +32,280 | 19.93% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 134,176 | 8,182 | 0.03% | 0.03% | 10 | -25,751 | -16.1% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | Reduced | 126,931 | 7,740 | 0.08% | 0.09% | 11 | -15,701 | -11.01% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 126,842 | 7,734 | 0.09% | 0.09% | 12 | -2,153 | -1.67% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 121,668 | 7,419 | 0.01% | 0.01% | 13 | +1,831 | 1.53% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 119,978 | 7,316 | 0.26% | 0.27% | 14 | -901 | -0.75% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 122,277 | 6,829 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 105,623 | 6,440 | 0.58% | 0.65% | 16 | -2,014 | -1.87% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 88,198 | 5,378 | 0.07% | 0.08% | 17 | -1,053 | -1.18% | Q2 2026 | Aug 12, 2026 |
| LM Advisors LLC | History | Added to | 87,276 | 5,320 | 0.61% | 1.45% | 18 | +82,175 | 1610.96% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 73,794 | 4,499 | 0.0% | 0.0% | 19 | +144 | 0.2% | Q2 2026 | Aug 12, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 71,163 | 4,339 | 2.71% | 3.45% | 20 | -11,480 | -13.89% | Q2 2026 | Jul 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 70,228 | 4,282 | 0.01% | 0.01% | 21 | +14,096 | 25.11% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 69,991 | 4,268 | 0.27% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 66,104 | 4,031 | 0.75% | 0.79% | 23 | -307 | -0.46% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 65,737 | 4,008 | 0.09% | 0.09% | 24 | -3,641 | -5.25% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 47,406 | 2,890 | 0.0% | 0.0% | 25 | -541 | -1.13% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 46,136 | 2,813 | 0.03% | 0.04% | 26 | -20 | -0.04% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44,959 | 2,741 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 44,553 | 2,716 | 0.04% | 0.04% | 28 | -481 | -1.07% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 41,211 | 2,513 | 0.13% | 0.14% | 29 | -700 | -1.67% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 40,526 | 2,471 | 1.18% | 1.17% | 30 | -1,534 | -3.65% | Q2 2026 | Jul 31, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 40,297 | 2,457 | 0.53% | 0.56% | 31 | -1,022 | -2.47% | Q2 2026 | Aug 03, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 40,108 | 2,445 | 0.03% | 0.04% | 32 | -4,213 | -9.51% | Q2 2026 | Aug 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 37,737 | 2,301 | 0.58% | 0.58% | 33 | -21 | -0.06% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 36,611 | 2,232 | 0.0% | 0.0% | 34 | -2,061 | -5.33% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,992 | 1,950 | 0.01% | 0.01% | 35 | -1,084 | -3.28% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 31,029 | 1,892 | 0.0% | 0.0% | 36 | -2,037 | -6.16% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,594 | 1,743 | 0.09% | 0.09% | 37 | +1,289 | 4.72% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | Added to | 28,346 | 1,728 | 0.0% | 0.0% | 38 | +6,685 | 30.86% | Q2 2026 | Aug 05, 2026 |
| Horizon Investments, LLC | History | Reduced | 27,566 | 1,680 | 0.02% | 0.03% | 39 | -24,496 | -47.05% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | New | 26,007 | 1,585 | 0.03% | — | 40 | +26,007 | New | Q2 2026 | Aug 14, 2026 |
| FWG Investments, LLC. | History | Added to | 25,564 | 1,558 | 0.82% | 0.82% | 41 | +2,539 | 11.03% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 25,012 | 1,525 | 0.08% | 0.03% | 42 | +17,071 | 214.97% | Q2 2026 | Jul 23, 2026 |
| Semus Wealth Partners LLC | History | No change | 24,657 | 1,503 | 0.73% | 0.77% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 24,439 | 1,490 | 0.01% | 0.0% | 44 | +19,754 | 421.64% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,167 | 1,473 | 0.0% | 0.0% | 45 | -11,373 | -32.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 24,091 | 1,469 | 0.49% | 0.51% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,929 | 1,459 | 0.0% | 0.0% | 47 | +524 | 2.24% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 23,703 | 1,445 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 23,512 | 1,433 | 0.08% | 0.09% | 49 | -3,431 | -12.73% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,851 | 1,393 | 0.02% | 0.02% | 50 | -1,915 | -7.73% | Q2 2026 | Jul 28, 2026 |
| Bison Wealth, LLC | History | No change | 22,525 | 1,379 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | Reduced | 22,457 | 1,369 | 0.01% | 0.01% | 52 | -8,084 | -26.47% | Q2 2026 | Aug 11, 2026 |
| Accel Wealth Management | History | Reduced | 21,533 | 1,313 | 0.3% | 0.32% | 53 | -100 | -0.46% | Q2 2026 | Jul 10, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 20,984 | 1,279 | 0.86% | 0.93% | 54 | -200 | -0.94% | Q2 2026 | Jul 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,839 | 1,270 | 0.01% | 0.01% | 55 | +3,121 | 17.61% | Q2 2026 | Jul 27, 2026 |
| Marshall Financial Group, LLC | History | Added to | 20,599 | 1,256 | 0.18% | 0.18% | 56 | +19 | 0.09% | Q2 2026 | Jul 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 20,318 | 1,238 | 0.35% | 0.37% | 57 | -792 | -3.75% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 19,004 | 1,158 | 0.02% | 0.02% | 58 | +12,045 | 173.09% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | Reduced | 18,683 | 1,139 | 0.14% | 0.15% | 59 | -286 | -1.51% | Q2 2026 | Aug 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 18,477 | 1,126 | 0.21% | 0.23% | 60 | +467 | 2.59% | Q2 2026 | Aug 14, 2026 |
| 1776 Wealth LLC | History | No change | 18,034 | 1,099 | 0.39% | 0.4% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 17,786 | 1,084 | 0.11% | — | 62 | +17,786 | New | Q2 2026 | Aug 13, 2026 |
| Oder Investment Management, LLC | History | No change | 17,625 | 1,074 | 0.72% | 0.76% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,143 | 1,045 | 0.01% | 0.01% | 64 | +2,116 | 14.08% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,118 | 1,043 | 0.0% | 0.0% | 65 | -14 | -0.08% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,510 | 1,006 | 0.29% | 0.31% | 66 | -8 | -0.05% | Q2 2026 | Jul 24, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 16,280 | 992 | 0.6% | 0.57% | 67 | -331 | -1.99% | Q2 2026 | Jul 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 16,033 | 977 | 0.03% | 0.03% | 70 | -1,628 | -9.22% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,036 | 977 | 0.01% | 0.01% | 69 | -1,568 | -8.91% | Q2 2026 | Sep 08, 2026 |
| VestGen Investment Management | History | Reduced | 16,033 | 977 | 0.52% | 0.53% | 68 | -1,028 | -6.03% | Q2 2026 | Jul 31, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 15,904 | 969 | 0.05% | 0.06% | 71 | -16 | -0.1% | Q2 2026 | Aug 04, 2026 |
| Harvest Investment Services, LLC | History | Added to | 15,646 | 954 | 0.15% | 0.15% | 72 | +525 | 3.47% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 15,546 | 947 | 0.01% | 0.01% | 73 | +1,580 | 11.31% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,404 | 939 | 0.02% | 0.02% | 74 | -913 | -5.6% | Q2 2026 | Jul 31, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 16,803 | 938 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 15,194 | 927 | 0.02% | 0.03% | 76 | -789 | -4.94% | Q2 2026 | Jul 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 15,010 | 915 | 0.3% | 0.31% | 77 | -180 | -1.18% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 16,065 | 897 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 14,621 | 891 | 0.03% | 0.03% | 79 | -1,292 | -8.12% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 14,279 | 870 | 0.73% | 0.77% | 80 | +711 | 5.24% | Q2 2026 | Aug 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 13,805 | 841 | 0.04% | 0.04% | 81 | -366 | -2.58% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,414 | 818 | 0.0% | 0.0% | 82 | +448 | 3.46% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 13,302 | 808 | 0.0% | — | 83 | +13,302 | New | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,039 | 795 | 0.02% | 0.02% | 84 | +301 | 2.36% | Q2 2026 | Jul 06, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 12,824 | 782 | 0.27% | 0.28% | 85 | -471 | -3.54% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Reduced | 12,422 | 757 | 0.01% | 0.01% | 86 | -991 | -7.39% | Q2 2026 | Jul 15, 2026 |
| LVZ, Inc. | History | No change | 12,390 | 755 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINTRA WEALTH, LLC | History | No change | 12,040 | 751 | 0.04% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,194 | 743 | 0.01% | 0.02% | 89 | -1,007 | -7.63% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 11,619 | 708 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 11,413 | 695 | 0.11% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TFB Advisors LLC | History | Added to | 11,234 | 685 | 0.3% | 0.22% | 92 | +3,766 | 50.43% | Q2 2026 | Aug 06, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 11,091 | 676 | 0.39% | 0.4% | 93 | -39 | -0.35% | Q2 2026 | Aug 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 11,059 | 674 | 0.03% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,807 | 659 | 0.02% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,689 | 651 | 0.0% | 0.0% | 96 | -1,350 | -11.21% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,585 | 645 | 0.0% | 0.0% | 97 | +2,245 | 26.92% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 9,948 | 606 | 0.09% | 0.1% | 98 | -642 | -6.06% | Q2 2026 | Jul 24, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 9,509 | 579 | 0.06% | 0.11% | 99 | -4,196 | -30.62% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,484 | 578 | 0.0% | 0.0% | 100 | -356 | -3.62% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,364 | 571 | 0.0% | 0.0% | 101 | -36 | -0.38% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 9,346 | 569 | 0.07% | 0.08% | 102 | -66 | -0.7% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,785 | 535 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,325 | 507 | 0.02% | 0.02% | 104 | -2,223 | -21.08% | Q2 2026 | Jul 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 8,048 | 490 | 0.11% | 0.16% | 105 | -2,956 | -26.86% | Q2 2026 | Jul 09, 2026 |
| Chris Bulman Inc | History | Reduced | 8,041 | 490 | 0.18% | 0.21% | 106 | -422 | -4.99% | Q2 2026 | Jul 22, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8,011 | 488 | 0.05% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,002 | 487 | 0.01% | 0.01% | 108 | +350 | 4.57% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,756 | 472 | 0.01% | 0.01% | 109 | -300 | -3.72% | Q2 2026 | Aug 04, 2026 |
| NOVEM GROUP | History | No change | 7,620 | 464 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 7,540 | 459 | 0.25% | 0.27% | 111 | -45 | -0.59% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,305 | 448 | 0.0% | 0.0% | 112 | -484 | -6.21% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,911 | 421 | 0.0% | 0.0% | 113 | +190 | 2.83% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 6,760 | 412 | 0.02% | 0.02% | 114 | -310 | -4.38% | Q2 2026 | Jul 28, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 6,711 | 409 | 0.07% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| StoneX Group Inc. | History | Added to | 6,639 | 404 | 0.02% | 0.02% | 116 | +1,239 | 22.94% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 6,563 | 400 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,552 | 399 | 0.03% | 0.03% | 119 | +404 | 6.57% | Q2 2026 | Jul 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,550 | 399 | 0.0% | 0.0% | 118 | -7 | -0.11% | Q2 2026 | Jul 20, 2026 |
| BROWN ADVISORY INC | History | No change | 6,536 | 398 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,296 | 383 | 0.0% | 0.0% | 121 | -91 | -1.42% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 6,218 | 379 | 0.01% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,203 | 378 | 0.02% | 0.02% | 123 | +2,084 | 50.59% | Q2 2026 | Aug 07, 2026 |
| Independent Wealth Network Inc. | History | Added to | 6,058 | 369 | 0.09% | 0.1% | 124 | +50 | 0.83% | Q2 2026 | Jul 20, 2026 |
| Echo Wealth Management, LLC | History | No change | 5,950 | 362 | 0.18% | 0.19% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,771 | 351 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,751 | 350 | 0.01% | 0.01% | 127 | +60 | 1.05% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,665 | 345 | 0.01% | 0.0% | 128 | +355 | 6.69% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,568 | 339 | 0.0% | 0.0% | 129 | -253 | -4.35% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,475 | 333 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MBL Wealth, LLC | History | Reduced | 5,455 | 332 | 0.02% | 0.02% | 131 | -50 | -0.91% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,400 | 329 | 0.01% | 0.01% | 132 | -13 | -0.24% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,345 | 325 | 0.02% | 0.03% | 133 | -940 | -14.96% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,302 | 323 | 0.01% | 0.02% | 134 | -2,129 | -28.65% | Q2 2026 | Jul 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,284 | 322 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,240 | 319 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 5,092 | 310 | 0.0% | 0.0% | 137 | +2,220 | 77.3% | Q2 2026 | Aug 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,066 | 309 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Simplicity Wealth,LLC | History | New | 4,823 | 294 | 0.01% | — | 139 | +4,823 | New | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | New | 4,808 | 293 | 0.0% | — | 140 | +4,808 | New | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,800 | 292 | 0.06% | 0.07% | 141 | -690 | -12.57% | Q2 2026 | Aug 05, 2026 |
| ERn Financial, LLC | History | Reduced | 4,768 | 290 | 0.05% | 0.05% | 142 | -8 | -0.17% | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 4,612 | 281 | 0.02% | 0.01% | 143 | -1,571 | -25.41% | Q2 2026 | Aug 04, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 4,491 | 277 | 0.02% | 0.02% | 144 | +708 | 18.72% | Q2 2026 | Aug 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,412 | 269 | 0.0% | 0.0% | 145 | -3 | -0.07% | Q2 2026 | Jul 14, 2026 |
| CHOREO, LLC | History | Reduced | 4,372 | 266 | 0.0% | 0.0% | 146 | -628 | -12.56% | Q2 2026 | Aug 04, 2026 |
| Catalina Capital Group, LLC | History | No change | 4,772 | 266 | 0.16% | 0.16% | 147 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vertex Planning Partners, LLC | History | New | 4,350 | 265 | 0.04% | — | 148 | +4,350 | New | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 4,345 | 264 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 4,696 | 262 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,228 | 257 | 0.01% | — | 151 | +4,228 | New | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,852 | 234 | 0.0% | 0.0% | 152 | -148 | -3.7% | Q2 2026 | Aug 19, 2026 |
| Legacy Private Trust Co. | History | Reduced | 3,820 | 232 | 0.01% | 0.01% | 153 | -355 | -8.5% | Q2 2026 | Jul 21, 2026 |
| tru Independence LLC | History | New | 3,546 | 216 | 0.09% | — | 154 | +3,546 | New | Q2 2026 | Aug 10, 2026 |
| Share Andrew L. | History | New | 3,400 | 207 | 0.11% | — | 155 | +3,400 | New | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,392 | 206 | 0.0% | — | 157 | +3,392 | New | Q2 2026 | Aug 03, 2026 |
| Opes Wealth Management LLC | History | No change | 3,704 | 206 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,360 | 204 | 0.0% | — | 158 | +3,360 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 3,360 | 204 | 0.0% | — | 159 | +3,360 | New | Q2 2026 | Aug 12, 2026 |
| Wealthspire Retirement, LLC | History | New | 3,338 | 203 | 0.01% | — | 160 | +3,338 | New | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 3,279 | 199 | 0.0% | 0.0% | 161 | +1,765 | 116.58% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,064 | 186 | 0.03% | 0.03% | 162 | -153 | -4.76% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,831 | 172 | 0.01% | 0.01% | 163 | -186 | -6.17% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | New | 2,355 | 143 | 0.0% | — | 164 | +2,355 | New | Q2 2026 | Aug 13, 2026 |
| Bullseye Investment Management, LLC | History | No change | 2,260 | 137 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| IFP Advisors, Inc | History | No change | 2,240 | 136 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | New | 2,186 | 133 | 0.06% | — | 168 | +2,186 | New | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,195 | 133 | 0.01% | 0.01% | 167 | -150 | -6.4% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,965 | 119 | 0.01% | — | 169 | +1,965 | New | Q2 2026 | Jul 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,791 | 109 | 0.11% | 0.1% | 170 | -6 | -0.33% | Q2 2026 | Jul 29, 2026 |
| Archer Investment Corp | History | No change | 1,756 | 107 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,293 | 78 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,100 | 67 | 0.0% | 0.0% | 173 | -12 | -1.08% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 869 | 52 | 0.0% | 0.0% | 174 | +306 | 54.35% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 840 | 51 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 812 | 49 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 775 | 47 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 45 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 650 | 39 | 0.02% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 650 | 39 | 0.0% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 509 | 31 | 0.0% | — | 181 | +509 | New | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 421 | 26 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 425 | 25 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 285 | 17 | 0.0% | 0.0% | 184 | -675 | -70.31% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 249 | 15 | 0.0% | — | 185 | +249 | New | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 232 | 14 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | New | 199 | 12 | 0.0% | — | 188 | +199 | New | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | No change | 197 | 12 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| IFG Advisory, LLC | History | New | 109 | 6 | 0.0% | — | 189 | +109 | New | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | Reduced | 83 | 5 | 0.01% | 0.63% | 190 | -8,171 | -98.99% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 55 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -60,976 | -100.0% | Q2 2026 | Jul 27, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Closed out | 0 | 0 | — | 0.18% | — | -4,699 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -4,529 | -100.0% | Q2 2026 | Jul 06, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.17% | — | -3,702 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,227 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -541 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q2 2026 | Aug 04, 2026 |