FIRST TRUST EXCHANGE-TRADED FUND VIII - FFEB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | Reduced | 5,287 | 93,372 | 1.68% | 0.73% | 1 | -86,392 | -94.23% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Planning LLC | History | Reduced | 502,052 | 28,426 | 8.63% | 8.52% | 2 | -3,256 | -0.64% | Q4 2025 | Jan 22, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 341,275 | 19,322 | 0.24% | 0.32% | 3 | -119,238 | -25.89% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 330,945 | 18,738 | 0.01% | 0.01% | 4 | -5,101 | -1.52% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 271,908 | 15,395 | 0.02% | 0.02% | 5 | -14,059 | -4.92% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 269,985 | 15,286 | 0.02% | 0.03% | 6 | -177,912 | -39.72% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 252,436 | 14,293 | 0.04% | 0.05% | 7 | -72,632 | -22.34% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 228,734 | 12,950 | 0.03% | 0.02% | 8 | +29,996 | 15.09% | Q4 2025 | Jan 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 218,532 | 12,373 | 2.51% | 2.64% | 9 | -1,680 | -0.76% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 150,992 | 8,549 | 0.02% | 0.01% | 10 | +103,768 | 219.74% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 128,047 | 7,250 | 0.03% | 0.03% | 11 | +4,396 | 3.56% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 125,004 | 7,077 | 0.28% | 0.27% | 12 | +5,263 | 4.4% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 111,244 | 6,298 | 0.01% | 0.01% | 13 | -71,070 | -38.98% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 108,751 | 6,157 | 0.65% | 0.66% | 14 | -1,190 | -1.08% | Q4 2025 | Feb 18, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 105,319 | 5,963 | 1.15% | 1.18% | 15 | -5,151 | -4.66% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 103,823 | 5,878 | 0.0% | 0.01% | 16 | -317,498 | -75.36% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 97,291 | 5,508 | 0.0% | 0.0% | 17 | +7,740 | 8.64% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | No change | 73,660 | 4,170 | 0.0% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 69,991 | 3,962 | 0.3% | 0.25% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 67,516 | 3,822 | 0.08% | 0.11% | 20 | -18,111 | -21.15% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,832 | 3,161 | 0.01% | 0.01% | 21 | -1,612 | -2.81% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 48,683 | 2,756 | 0.0% | 0.0% | 22 | +1,804 | 3.85% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 46,101 | 2,610 | 0.05% | 0.05% | 23 | -7,082 | -13.32% | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 45,230 | 2,560 | 0.02% | 0.0% | 24 | +39,292 | 661.7% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 42,900 | 2,428 | 0.15% | 0.27% | 25 | -31,986 | -42.71% | Q4 2025 | Feb 17, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 41,826 | 2,368 | 0.54% | 0.57% | 26 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 41,222 | 2,333 | 0.0% | 0.01% | 27 | -3,971 | -8.79% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 40,843 | 2,312 | 0.01% | 0.0% | 28 | +10,990 | 36.81% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 38,324 | 2,169 | 0.04% | 0.05% | 29 | -265 | -0.69% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 38,156 | 2,160 | 0.04% | 0.05% | 30 | -4,344 | -10.22% | Q4 2025 | Feb 03, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 38,092 | 2,156 | 0.62% | 0.62% | 31 | -162 | -0.42% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 34,807 | 1,970 | 0.01% | — | 32 | +34,807 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,821 | 1,914 | 0.01% | 0.01% | 33 | -450 | -1.31% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 32,711 | 1,852 | 0.94% | 0.97% | 34 | -4,127 | -11.2% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 30,300 | 1,716 | 0.0% | 0.0% | 35 | -1,200 | -3.81% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 25,136 | 1,423 | 0.08% | 0.08% | 36 | +2,761 | 12.34% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 25,071 | 1,419 | 0.08% | 0.05% | 37 | +2,408 | 10.63% | Q4 2025 | Jan 30, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 24,591 | 1,392 | 0.55% | 0.57% | 38 | -356 | -1.43% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 24,216 | 1,371 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Horizon Investments, LLC | History | Added to | 24,108 | 1,364 | 0.02% | 0.02% | 40 | +2,761 | 12.93% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 23,703 | 1,342 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Skyview Financial Group LLC | History | New | 23,240 | 1,315 | 1.36% | — | 42 | +23,240 | New | Q4 2025 | Feb 18, 2026 |
| Benson Wealth Management INC | History | New | 23,028 | 1,303 | 1.45% | — | 43 | +23,028 | New | Q4 2025 | Feb 12, 2026 |
| Bison Wealth, LLC | History | New | 22,525 | 1,254 | 0.14% | — | 44 | +22,525 | New | Q4 2025 | Mar 24, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 21,434 | 1,215 | 1.02% | — | 45 | +21,434 | New | Q4 2025 | Jan 20, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 20,778 | 1,176 | 0.23% | 0.25% | 46 | -2,197 | -9.56% | Q4 2025 | Jan 09, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 20,429 | 1,156 | 0.37% | 0.37% | 47 | +249 | 1.23% | Q4 2025 | Feb 03, 2026 |
| FWG Investments, LLC. | History | Reduced | 19,457 | 1,101 | 0.7% | 0.84% | 48 | -2,682 | -12.11% | Q4 2025 | Jan 28, 2026 |
| Accel Wealth Management | History | No change | 19,228 | 1,088 | 0.3% | 0.31% | 49 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,533 | 1,049 | 0.01% | 0.02% | 50 | -2,471 | -11.76% | Q4 2025 | Jan 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 18,348 | 1,038 | 0.34% | 0.35% | 51 | -275 | -1.48% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 18,136 | 1,026 | 0.02% | 0.08% | 52 | -43,027 | -70.35% | Q4 2025 | Feb 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 18,124 | 1,026 | 0.7% | — | 53 | +18,124 | New | Q4 2025 | Feb 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 18,087 | 1,024 | 0.24% | 0.24% | 54 | -903 | -4.76% | Q4 2025 | Feb 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 17,887 | 1,012 | 0.06% | 0.06% | 55 | -85 | -0.47% | Q4 2025 | Jan 07, 2026 |
| Oder Investment Management, LLC | History | No change | 17,625 | 997 | 0.72% | 0.7% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,556 | 994 | 0.0% | 0.0% | 57 | +900 | 5.4% | Q4 2025 | Feb 06, 2026 |
| 1776 Wealth LLC | History | Reduced | 16,934 | 958 | 0.36% | 0.36% | 58 | -500 | -2.87% | Q4 2025 | Feb 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 16,803 | 951 | 0.02% | 0.03% | 59 | -1,413 | -7.76% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,488 | 933 | 0.04% | 0.04% | 60 | -57 | -0.34% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 15,463 | 876 | 0.03% | 0.03% | 61 | -2,201 | -12.46% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,280 | 865 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 15,190 | 860 | 0.32% | 0.32% | 63 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,078 | 853 | 0.0% | 0.0% | 64 | -1,100 | -6.8% | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 15,079 | 853 | 0.13% | 0.13% | 65 | -66 | -0.44% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 15,041 | 851 | 0.06% | 0.06% | 66 | -500 | -3.22% | Q4 2025 | Feb 20, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 14,866 | 841 | 0.16% | 0.17% | 67 | -90 | -0.6% | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 14,149 | 801 | 0.51% | 0.54% | 68 | -144 | -1.01% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,093 | 797 | 0.0% | 0.0% | 69 | +10,168 | 259.06% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Reduced | 13,170 | 745 | 0.21% | 0.22% | 70 | -285 | -2.12% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 12,952 | 733 | 0.03% | 0.03% | 71 | +80 | 0.62% | Q4 2025 | Jan 13, 2026 |
| RFG Advisory, LLC | History | Added to | 12,668 | 717 | 0.01% | 0.01% | 72 | +1,190 | 10.37% | Q4 2025 | Feb 03, 2026 |
| KINTRA WEALTH, LLC | History | New | 12,651 | 716 | 0.1% | — | 73 | +12,651 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,472 | 710 | 0.0% | 0.0% | 74 | -461 | -3.56% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,191 | 690 | 0.0% | 0.0% | 75 | +248 | 2.08% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,058 | 682 | 0.0% | 0.0% | 76 | -706 | -5.53% | Q4 2025 | Feb 18, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 11,619 | 657 | 0.1% | 0.14% | 77 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,597 | 656 | 0.02% | 0.03% | 78 | -3,313 | -22.22% | Q4 2025 | Jan 12, 2026 |
| LVZ, Inc. | History | Reduced | 11,501 | 651 | 0.07% | 0.08% | 79 | -1,380 | -10.71% | Q4 2025 | Feb 10, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 11,413 | 646 | 0.13% | 0.13% | 80 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Faithward Advisors, LLC | History | Reduced | 10,683 | 604 | 0.09% | 0.1% | 81 | -1,797 | -14.4% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 10,590 | 599 | 0.1% | 0.11% | 82 | -90 | -0.84% | Q4 2025 | Jan 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 10,545 | 597 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,290 | 583 | 0.0% | — | 84 | +10,290 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,204 | 577 | 0.0% | 0.0% | 85 | -32 | -0.31% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Reduced | 10,153 | 574 | 0.02% | 0.03% | 86 | -496 | -4.66% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,601 | 543 | 0.0% | 0.0% | 87 | -7,355 | -43.38% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 8,891 | 503 | 0.01% | 0.03% | 88 | -16,059 | -64.36% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8,705 | 492 | 0.07% | — | 89 | +8,705 | New | Q4 2025 | Feb 09, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 8,338 | 472 | 0.06% | 0.07% | 90 | -514 | -5.81% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,900 | 447 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NOVEM GROUP | History | No change | 7,620 | 431 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 7,585 | 429 | 0.28% | 0.24% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,295 | 413 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,712 | 380 | 0.0% | 0.0% | 95 | -2,535 | -27.41% | Q4 2025 | Jan 29, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 6,711 | 379 | 0.08% | — | 96 | +6,711 | New | Q4 2025 | Feb 18, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 6,579 | 372 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BROWN ADVISORY INC | History | No change | 6,536 | 370 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,405 | 362 | 0.01% | 0.02% | 99 | +1,561 | 32.23% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 6,163 | 348 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 6,143 | 347 | 0.02% | 0.03% | 102 | -3,866 | -38.63% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,129 | 347 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 6,085 | 344 | 0.0% | 0.01% | 103 | -8,031 | -56.89% | Q4 2025 | Jan 15, 2026 |
| Chris Bulman Inc | History | No change | 6,085 | 344 | 0.15% | 0.17% | 104 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Echo Wealth Management, LLC | History | No change | 5,950 | 336 | 0.2% | 0.19% | 105 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,866 | 332 | 0.0% | 0.0% | 106 | -402 | -6.41% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,777 | 327 | 0.01% | 0.01% | 107 | -1,018 | -14.98% | Q4 2025 | Jan 21, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,640 | 319 | 0.01% | 0.02% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 5,630 | 318 | 0.03% | 0.03% | 109 | -300 | -5.06% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 5,588 | 316 | 0.0% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,483 | 310 | 0.02% | 0.04% | 111 | -4,257 | -43.71% | Q4 2025 | Jan 09, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,490 | 310 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,416 | 307 | 0.0% | 0.0% | 113 | +153 | 2.91% | Q4 2025 | Jan 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,325 | 301 | 0.01% | 0.02% | 114 | -885 | -14.25% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,310 | 300 | 0.0% | 0.01% | 115 | -600 | -10.15% | Q4 2025 | Feb 09, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 5,273 | 298 | 0.09% | 0.1% | 116 | -153 | -2.82% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,185 | 293 | 0.02% | 0.03% | 117 | -200 | -3.71% | Q4 2025 | Jan 23, 2026 |
| Opes Wealth Management LLC | History | Reduced | 5,094 | 288 | 0.05% | 0.05% | 118 | -110 | -2.11% | Q4 2025 | Feb 02, 2026 |
| Foguth Wealth Management, LLC. | History | New | 5,066 | 286 | 0.04% | — | 119 | +5,066 | New | Q4 2025 | Jan 05, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 4,922 | 278 | 0.0% | 0.0% | 120 | -493 | -9.1% | Q4 2025 | Feb 17, 2026 |
| Catalina Capital Group, LLC | History | No change | 4,772 | 270 | 0.16% | 0.16% | 121 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 4,746 | 268 | 0.11% | 0.09% | 122 | +421 | 9.73% | Q4 2025 | Feb 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 4,704 | 267 | 0.02% | — | 123 | +4,704 | New | Q4 2025 | Jan 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 4,696 | 265 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,591 | 260 | 0.22% | 0.23% | 125 | -633 | -12.12% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,562 | 258 | 0.01% | — | 126 | +4,562 | New | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | New | 4,507 | 255 | 0.01% | — | 127 | +4,507 | New | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | No change | 4,500 | 254 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 4,426 | 250 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Private Trust Co. | History | Reduced | 4,175 | 236 | 0.01% | 0.01% | 130 | -130 | -3.02% | Q4 2025 | Jan 08, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 4,142 | 234 | 0.06% | 0.06% | 131 | -94 | -2.22% | Q4 2025 | Jan 22, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,833 | 217 | 0.02% | 0.04% | 132 | -4,303 | -52.89% | Q4 2025 | Jan 13, 2026 |
| Savvy Advisors, Inc. | History | New | 3,828 | 216 | 0.01% | — | 134 | +3,828 | New | Q4 2025 | Jan 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,817 | 216 | 0.0% | 0.0% | 133 | +37 | 0.98% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,566 | 201 | 0.0% | 0.0% | 135 | -164 | -4.4% | Q4 2025 | Feb 02, 2026 |
| tru Independence LLC | History | New | 3,546 | 200 | 0.05% | — | 136 | +3,546 | New | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 3,327 | 188 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | New | 3,227 | 184 | 0.01% | — | 138 | +3,227 | New | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | Added to | 2,901 | 164 | 0.0% | 0.0% | 139 | +1,731 | 147.95% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,552 | 144 | 0.01% | 0.01% | 140 | -92 | -3.48% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,240 | 126 | 0.0% | 0.0% | 141 | -317 | -12.4% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,797 | 101 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 1,352 | 76 | 0.02% | 0.03% | 143 | -753 | -35.77% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,293 | 73 | 0.0% | 0.0% | 144 | -163 | -11.2% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 1,306 | 73 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,105 | 62 | 0.0% | 0.0% | 146 | -730 | -39.78% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 960 | 54 | 0.0% | 0.0% | 147 | +677 | 239.22% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 840 | 47 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 775 | 43 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 42 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 692 | 39 | 0.0% | 0.0% | 151 | -315 | -31.28% | Q4 2025 | Jan 29, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 650 | 36 | 0.01% | 0.0% | 153 | +500 | 333.33% | Q4 2025 | Feb 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 650 | 36 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | New | 600 | 33 | 0.0% | — | 154 | +600 | New | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | New | 509 | 28 | 0.0% | — | 155 | +509 | New | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 421 | 24 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 425 | 24 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Reduced | 269 | 15 | 0.0% | 0.0% | 158 | -3,391 | -92.65% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 232 | 13 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | New | 197 | 11 | 0.0% | — | 160 | +197 | New | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 55 | 3 | 0.0% | — | 161 | +55 | New | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -112,211 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.48% | — | -81,394 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -67,742 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Laidlaw Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.72% | — | -20,722 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -18,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,191 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.17% | — | -13,148 | -100.0% | Q3 2025 | Oct 14, 2025 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.42% | — | -12,740 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,036 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -10,599 | -100.0% | Q3 2025 | Oct 24, 2025 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,372 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,185 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Sage Capital Advisors,llc | History | Closed out | 0 | 0 | — | 0.05% | — | -4,121 | -100.0% | Q3 2025 | Oct 07, 2025 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,743 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,518 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 13, 2025 |