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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | Reduced | 5,101 | 91,460 | 1.45% | 1.68% | 1 | -186 | -3.52% | Q1 2026 | May 13, 2026 |
| Fiduciary Planning LLC | History | Added to | 504,012 | 28,149 | 8.5% | 8.63% | 2 | +1,960 | 0.39% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 445,453 | 24,878 | 0.01% | 0.0% | 3 | +341,630 | 329.05% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 396,679 | 22,154 | 0.02% | 0.02% | 4 | +126,694 | 46.93% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 345,258 | 19,282 | 0.03% | 0.02% | 5 | +194,266 | 128.66% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 332,315 | 18,559 | 0.03% | 0.02% | 6 | +60,407 | 22.22% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 326,913 | 18,258 | 0.01% | 0.01% | 7 | -4,032 | -1.22% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 251,507 | 14,046 | 0.03% | 0.03% | 8 | +22,773 | 9.96% | Q1 2026 | May 06, 2026 |
| REAP Financial Group, LLC | History | Added to | 248,092 | 13,855 | 2.73% | 2.51% | 9 | +29,560 | 13.53% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 161,929 | 9,043 | 0.0% | 0.0% | 10 | +64,638 | 66.44% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 159,927 | 8,931 | 0.03% | 0.03% | 11 | +31,880 | 24.9% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | New | 142,632 | 7,966 | 0.09% | — | 12 | +142,632 | New | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 128,995 | 7,204 | 0.09% | 0.24% | 13 | -212,280 | -62.2% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 122,277 | 6,829 | 0.02% | 0.04% | 14 | -130,159 | -51.56% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 120,879 | 6,751 | 0.27% | 0.28% | 15 | -4,125 | -3.3% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 119,837 | 6,692 | 0.01% | 0.01% | 16 | +8,593 | 7.72% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 107,637 | 6,011 | 0.65% | 0.65% | 17 | -1,114 | -1.02% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 89,251 | 4,984 | 0.08% | 0.08% | 18 | +21,735 | 32.19% | Q1 2026 | May 15, 2026 |
| BAM Wealth Management, LLC | History | New | 82,643 | 4,615 | 3.45% | — | 19 | +82,643 | New | Q1 2026 | Apr 17, 2026 |
| Focus Partners Wealth | History | Reduced | 73,650 | 4,113 | 0.0% | 0.0% | 20 | -10 | -0.01% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 69,991 | 3,962 | 0.3% | 0.3% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 69,378 | 3,874 | 0.09% | 0.02% | 22 | +51,242 | 282.54% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | New | 66,411 | 3,709 | 0.79% | — | 23 | +66,411 | New | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,976 | 3,406 | 0.01% | 0.01% | 24 | +5,144 | 9.21% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 56,132 | 3,134 | 0.01% | 0.01% | 25 | +15,289 | 37.43% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 52,062 | 2,907 | 0.03% | 0.02% | 26 | +27,954 | 115.95% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 47,947 | 2,677 | 0.0% | 0.0% | 27 | -736 | -1.51% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 46,156 | 2,577 | 0.04% | 0.05% | 28 | +55 | 0.12% | Q1 2026 | Apr 22, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 45,034 | 2,515 | 0.04% | 0.01% | 29 | +36,143 | 406.51% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 44,959 | 2,510 | 0.02% | 0.02% | 30 | -271 | -0.6% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 44,321 | 2,475 | 0.04% | 0.04% | 31 | +5,997 | 15.65% | Q1 2026 | May 04, 2026 |
| Integrity Financial Corp /WA | History | Added to | 42,060 | 2,349 | 1.17% | 0.94% | 32 | +9,349 | 28.58% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 41,911 | 2,340 | 0.14% | 0.15% | 33 | -989 | -2.31% | Q1 2026 | May 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 41,319 | 2,307 | 0.56% | 0.54% | 34 | -507 | -1.21% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 38,672 | 2,159 | 0.0% | 0.0% | 35 | -2,550 | -6.19% | Q1 2026 | May 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 37,758 | 2,108 | 0.58% | 0.62% | 36 | -334 | -0.88% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,540 | 1,984 | 0.0% | 0.0% | 37 | +21,447 | 152.18% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,066 | 1,847 | 0.0% | 0.0% | 38 | +2,766 | 9.13% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,076 | 1,847 | 0.01% | 0.01% | 39 | -745 | -2.2% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 30,541 | 1,705 | 0.01% | 0.01% | 40 | -4,266 | -12.26% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,305 | 1,573 | 0.09% | 0.08% | 41 | +2,169 | 8.63% | Q1 2026 | Apr 17, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 26,943 | 1,519 | 0.09% | 0.06% | 42 | +9,056 | 50.63% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,766 | 1,383 | 0.02% | 0.02% | 43 | +550 | 2.27% | Q1 2026 | Apr 20, 2026 |
| Semus Wealth Partners LLC | History | New | 24,657 | 1,377 | 0.77% | — | 44 | +24,657 | New | Q1 2026 | Apr 24, 2026 |
| Bison Wealth, LLC | History | No change | 22,525 | 1,359 | 0.13% | 0.14% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 24,091 | 1,345 | 0.51% | 0.55% | 46 | -500 | -2.03% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 23,703 | 1,323 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Skyview Financial Group LLC | History | No change | 23,240 | 1,315 | 1.36% | 1.36% | 48 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,405 | 1,307 | 0.0% | 0.0% | 49 | +11,214 | 91.99% | Q1 2026 | May 08, 2026 |
| FWG Investments, LLC. | History | Added to | 23,025 | 1,285 | 0.82% | 0.7% | 50 | +3,568 | 18.34% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,661 | 1,209 | 0.0% | 0.0% | 51 | +4,105 | 23.38% | Q1 2026 | May 05, 2026 |
| Accel Wealth Management | History | Added to | 21,633 | 1,208 | 0.32% | 0.3% | 52 | +2,405 | 12.51% | Q1 2026 | Apr 08, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 21,184 | 1,183 | 0.93% | 1.02% | 53 | -250 | -1.17% | Q1 2026 | Apr 09, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 21,110 | 1,178 | 0.37% | 0.37% | 54 | +681 | 3.33% | Q1 2026 | May 13, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 20,580 | 1,149 | 0.18% | 0.23% | 55 | -198 | -0.95% | Q1 2026 | Apr 10, 2026 |
| VestGen Advisors, LLC | History | New | 17,661 | 1,064 | 0.03% | — | 56 | +17,661 | New | Q1 2026 | May 14, 2026 |
| Faithward Advisors, LLC | History | Added to | 18,969 | 1,059 | 0.15% | 0.09% | 57 | +8,286 | 77.56% | Q1 2026 | Apr 17, 2026 |
| 1776 Wealth LLC | History | Added to | 18,034 | 1,007 | 0.4% | 0.36% | 58 | +1,100 | 6.5% | Q1 2026 | May 08, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 18,010 | 1,005 | 0.23% | 0.24% | 59 | -77 | -0.43% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,718 | 989 | 0.01% | 0.0% | 60 | +12,130 | 217.07% | Q1 2026 | Apr 20, 2026 |
| Oder Investment Management, LLC | History | No change | 17,625 | 984 | 0.76% | 0.72% | 61 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 17,604 | 983 | 0.01% | 0.01% | 62 | +2,324 | 15.21% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,132 | 956 | 0.0% | 0.0% | 63 | +2,054 | 13.62% | Q1 2026 | Apr 27, 2026 |
| VestGen Investment Management | History | New | 17,061 | 952 | 0.53% | — | 64 | +17,061 | New | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 16,803 | 938 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 16,611 | 927 | 0.57% | 0.7% | 66 | -1,513 | -8.35% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,518 | 922 | 0.31% | 0.34% | 67 | -1,830 | -9.97% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 16,317 | 911 | 0.02% | 0.04% | 68 | -21,839 | -57.24% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 16,065 | 897 | 0.06% | 0.06% | 69 | +1,024 | 6.81% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,983 | 893 | 0.03% | 0.03% | 70 | +520 | 3.36% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 15,920 | 889 | 0.06% | 0.02% | 71 | +12,087 | 315.34% | Q1 2026 | Apr 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 15,913 | 888 | 0.03% | — | 72 | +15,913 | New | Q1 2026 | May 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 15,190 | 848 | 0.31% | 0.32% | 73 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 15,027 | 845 | 0.01% | 0.01% | 74 | -3,506 | -18.92% | Q1 2026 | Apr 07, 2026 |
| Harvest Investment Services, LLC | History | Added to | 15,121 | 844 | 0.15% | 0.16% | 75 | +255 | 1.72% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 14,171 | 791 | 0.04% | 0.04% | 76 | -2,317 | -14.05% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 13,966 | 780 | 0.01% | 0.01% | 77 | +1,298 | 10.25% | Q1 2026 | Apr 17, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 13,705 | 765 | 0.11% | 0.13% | 78 | -1,374 | -9.11% | Q1 2026 | Apr 21, 2026 |
| Oakmont Advisory Group, LLC | History | New | 13,568 | 757 | 0.77% | — | 79 | +13,568 | New | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 13,413 | 749 | 0.01% | 0.0% | 80 | +7,328 | 120.43% | Q1 2026 | Apr 16, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 13,295 | 742 | 0.28% | 0.11% | 81 | +8,549 | 180.13% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 13,201 | 737 | 0.02% | 0.0% | 82 | +9,635 | 270.19% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 12,966 | 724 | 0.0% | 0.0% | 83 | +2,676 | 26.01% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,738 | 711 | 0.02% | 0.03% | 84 | -214 | -1.65% | Q1 2026 | Apr 07, 2026 |
| LVZ, Inc. | History | Added to | 12,390 | 691 | 0.08% | 0.07% | 85 | +889 | 7.73% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 12,040 | 672 | 0.05% | 0.1% | 86 | -611 | -4.83% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 11,619 | 655 | 0.07% | 0.1% | 87 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 11,413 | 637 | 0.12% | 0.13% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 11,130 | 621 | 0.4% | 0.51% | 89 | -3,019 | -21.34% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 11,059 | 617 | 0.04% | 0.03% | 90 | +514 | 4.87% | Q1 2026 | Apr 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,004 | 614 | 0.16% | — | 91 | +11,004 | New | Q1 2026 | May 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 10,807 | 603 | 0.04% | — | 92 | +10,807 | New | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 10,590 | 591 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 10,548 | 589 | 0.02% | 0.02% | 94 | -1,049 | -9.05% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,840 | 549 | 0.0% | 0.0% | 95 | -364 | -3.57% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,412 | 525 | 0.08% | 0.07% | 96 | +707 | 8.12% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,400 | 524 | 0.0% | 0.0% | 97 | +2,688 | 40.05% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,785 | 490 | 0.01% | 0.01% | 98 | +885 | 11.2% | Q1 2026 | May 18, 2026 |
| Chris Bulman Inc | History | Added to | 8,463 | 472 | 0.21% | 0.15% | 99 | +2,378 | 39.08% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,340 | 466 | 0.0% | 0.0% | 100 | +1,045 | 14.32% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Reduced | 8,254 | 460 | 0.63% | 1.45% | 101 | -14,774 | -64.16% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,056 | 449 | 0.01% | 0.01% | 102 | +1,927 | 31.44% | Q1 2026 | May 13, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 8,011 | 447 | 0.06% | 0.06% | 103 | -327 | -3.92% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,941 | 443 | 0.03% | 0.08% | 104 | -17,130 | -68.33% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,789 | 438 | 0.0% | 0.0% | 105 | -4,683 | -37.55% | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,652 | 427 | 0.01% | 0.01% | 106 | +70 | 0.92% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | No change | 7,620 | 425 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 7,585 | 423 | 0.27% | 0.28% | 108 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| TFB Advisors LLC | History | Reduced | 7,468 | 417 | 0.22% | 0.21% | 109 | -5,702 | -43.3% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,431 | 414 | 0.02% | 0.01% | 110 | +1,654 | 28.63% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | New | 7,070 | 397 | 0.02% | — | 111 | +7,070 | New | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,959 | 388 | 0.02% | 0.01% | 112 | +554 | 8.65% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 6,721 | 375 | 0.0% | — | 113 | +6,721 | New | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 6,711 | 374 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,557 | 366 | 0.0% | 0.0% | 115 | +1,141 | 21.07% | Q1 2026 | Apr 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 6,563 | 366 | 0.02% | 0.02% | 116 | +400 | 6.49% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | No change | 6,536 | 365 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,387 | 356 | 0.0% | 0.0% | 118 | +521 | 8.88% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,285 | 351 | 0.03% | 0.02% | 119 | +1,100 | 21.22% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 6,218 | 347 | 0.02% | — | 120 | +6,218 | New | Q1 2026 | May 18, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,183 | 345 | 0.01% | — | 121 | +6,183 | New | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,148 | 343 | 0.03% | 0.02% | 122 | +665 | 12.13% | Q1 2026 | Apr 08, 2026 |
| Independent Wealth Network Inc. | History | Added to | 6,008 | 335 | 0.1% | 0.09% | 123 | +735 | 13.94% | Q1 2026 | Apr 20, 2026 |
| Echo Wealth Management, LLC | History | No change | 5,950 | 332 | 0.19% | 0.2% | 124 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,821 | 325 | 0.0% | 0.0% | 125 | +2,004 | 52.5% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,771 | 322 | 0.01% | 0.01% | 126 | +1,264 | 28.05% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | New | 5,691 | 317 | 0.01% | — | 127 | +5,691 | New | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 5,505 | 307 | 0.02% | 0.03% | 128 | -125 | -2.22% | Q1 2026 | Apr 28, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,490 | 306 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,475 | 305 | 0.02% | 0.02% | 130 | -668 | -10.87% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,413 | 302 | 0.01% | 0.01% | 131 | +88 | 1.65% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 5,400 | 301 | 0.02% | 0.02% | 132 | -4,753 | -46.81% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | No change | 5,310 | 296 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,284 | 295 | 0.0% | 0.0% | 134 | +362 | 7.35% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 5,240 | 292 | 0.01% | 0.01% | 135 | -400 | -7.09% | Q1 2026 | May 05, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,066 | 286 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CHOREO, LLC | History | New | 5,000 | 279 | 0.0% | — | 137 | +5,000 | New | Q1 2026 | May 12, 2026 |
| ERn Financial, LLC | History | New | 4,776 | 266 | 0.05% | — | 139 | +4,776 | New | Q1 2026 | Apr 24, 2026 |
| Catalina Capital Group, LLC | History | No change | 4,772 | 266 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 4,699 | 262 | 0.18% | — | 141 | +4,699 | New | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 4,696 | 262 | 0.07% | 0.08% | 140 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,685 | 261 | 0.0% | — | 142 | +4,685 | New | Q1 2026 | Apr 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,529 | 252 | 0.26% | — | 143 | +4,529 | New | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,415 | 246 | 0.0% | 0.01% | 144 | -11 | -0.25% | Q1 2026 | Apr 15, 2026 |
| Legacy Private Trust Co. | History | No change | 4,175 | 233 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,119 | 230 | 0.02% | 0.02% | 146 | -585 | -12.44% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,000 | 223 | 0.0% | — | 147 | +4,000 | New | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 3,783 | 211 | 0.02% | — | 148 | +3,783 | New | Q1 2026 | Apr 16, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 3,702 | 208 | 0.17% | 0.22% | 149 | -889 | -19.36% | Q1 2026 | Apr 30, 2026 |
| Opes Wealth Management LLC | History | Reduced | 3,704 | 206 | 0.03% | 0.05% | 150 | -1,390 | -27.29% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,227 | 181 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,217 | 179 | 0.03% | 0.06% | 152 | -3,362 | -51.1% | Q1 2026 | May 20, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,017 | 168 | 0.01% | 0.01% | 153 | -310 | -9.32% | Q1 2026 | Apr 14, 2026 |
| MORGAN STANLEY | History | Reduced | 2,872 | 160 | 0.0% | 0.0% | 154 | -29 | -1.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,345 | 130 | 0.01% | 0.01% | 155 | -207 | -8.11% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | No change | 2,240 | 125 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,797 | 100 | 0.1% | 0.11% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Added to | 1,756 | 98 | 0.02% | 0.02% | 158 | +450 | 34.46% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Added to | 1,514 | 84 | 0.0% | 0.0% | 159 | +1,245 | 462.83% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,293 | 72 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,112 | 62 | 0.0% | 0.0% | 161 | +7 | 0.63% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 960 | 53 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 840 | 46 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 812 | 45 | 0.01% | 0.02% | 164 | -540 | -39.94% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 775 | 43 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 41 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 692 | 39 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 650 | 36 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 650 | 36 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,639 | 33 | 0.0% | 0.0% | 170 | -419 | -3.47% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 563 | 31 | 0.0% | — | 171 | +563 | New | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | New | 541 | 30 | 0.0% | — | 172 | +541 | New | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 509 | 28 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 421 | 24 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | No change | 425 | 23 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 232 | 12 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | No change | 197 | 11 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Rossby Financial, LCC | History | New | 113 | 6 | 0.0% | — | 178 | +113 | New | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 55 | 3 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -105,319 | -100.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,601 | -100.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,562 | -100.0% | Q1 2026 | May 11, 2026 |
| Cypress Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Ifrah Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,142 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,828 | -100.0% | Q1 2026 | May 11, 2026 |
| tru Independence LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,546 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 30, 2026 |