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 | No change | 635,574 | 38,757 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Schorn Wealth LLC | History | Reduced | 489,573 | 30,645 | 7.88% | 7.94% | 2 | -8,315 | -1.67% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 343,704 | 20,959 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 339,853 | 20,724 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 312,529 | 19,562 | 0.03% | 0.03% | 5 | -13,721 | -4.21% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 317,106 | 19,337 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 290,536 | 18,186 | 0.03% | 0.03% | 7 | +21,709 | 8.08% | Q3 2026 | Oct 21, 2026 |
| REAP Financial Group, LLC | History | Reduced | 244,215 | 15,286 | 2.5% | 2.54% | 8 | -47 | -0.02% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 194,209 | 11,842 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 128,651 | 8,052 | 0.02% | 0.03% | 10 | -5,525 | -4.12% | Q3 2026 | Nov 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 126,842 | 7,734 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 121,668 | 7,419 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 119,978 | 7,316 | 0.26% | 0.26% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 98,063 | 6,138 | 0.54% | 0.58% | 14 | -7,560 | -7.16% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 88,198 | 5,378 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LM Advisors LLC | History | No change | 87,276 | 5,320 | 0.61% | 0.61% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 73,794 | 4,499 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 70,228 | 4,282 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 69,991 | 4,268 | 0.27% | 0.27% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 66,103 | 4,136 | 0.74% | 0.75% | 20 | -1 | -0.0% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 64,504 | 4,038 | 0.01% | — | 21 | +64,504 | New | Q3 2026 | Nov 02, 2026 |
| CreativeOne Wealth, LLC | History | No change | 65,737 | 4,008 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 47,406 | 2,890 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 45,693 | 2,860 | 0.03% | 0.03% | 24 | -443 | -0.96% | Q3 2026 | Oct 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44,959 | 2,741 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 44,553 | 2,716 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 42,690 | 2,672 | 0.57% | 0.53% | 27 | +2,393 | 5.94% | Q3 2026 | Oct 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 41,211 | 2,513 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 40,526 | 2,471 | 1.18% | 1.18% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bleakley Financial Group, LLC | History | No change | 40,108 | 2,445 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 37,063 | 2,319 | 0.57% | 0.58% | 31 | -674 | -1.79% | Q3 2026 | Nov 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 36,611 | 2,232 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 32,262 | 2,019 | 0.1% | 0.09% | 33 | +3,668 | 12.83% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 31,992 | 1,950 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 31,029 | 1,892 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 28,346 | 1,728 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FWG Investments, LLC. | History | Added to | 27,238 | 1,704 | 0.82% | 0.82% | 37 | +1,674 | 6.55% | Q3 2026 | Nov 03, 2026 |
| Horizon Investments, LLC | History | No change | 27,566 | 1,680 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 26,007 | 1,585 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 24,091 | 1,507 | 0.49% | 0.49% | 40 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 24,439 | 1,490 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 23,703 | 1,483 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,167 | 1,473 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,929 | 1,459 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 22,571 | 1,426 | 0.07% | 0.08% | 45 | -941 | -4.0% | Q3 2026 | Oct 13, 2026 |
| Bison Wealth, LLC | History | No change | 22,525 | 1,424 | 0.12% | 0.13% | 46 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 22,606 | 1,415 | 0.02% | 0.02% | 47 | -245 | -1.07% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 22,457 | 1,369 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,440 | 1,342 | 0.01% | 0.01% | 49 | +601 | 2.88% | Q3 2026 | Oct 16, 2026 |
| Accel Wealth Management | History | Reduced | 21,333 | 1,335 | 0.29% | 0.3% | 50 | -200 | -0.93% | Q3 2026 | Oct 13, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 20,234 | 1,266 | 0.83% | 0.86% | 51 | -750 | -3.57% | Q3 2026 | Oct 06, 2026 |
| Marshall Financial Group, LLC | History | No change | 20,599 | 1,256 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 20,318 | 1,238 | 0.35% | 0.35% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 19,004 | 1,158 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 18,683 | 1,139 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 18,477 | 1,126 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,825 | 1,115 | 0.01% | 0.01% | 57 | +682 | 3.98% | Q3 2026 | Oct 08, 2026 |
| 1776 Wealth LLC | History | No change | 18,034 | 1,099 | 0.39% | 0.39% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 17,786 | 1,084 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oder Investment Management, LLC | History | No change | 17,625 | 1,074 | 0.72% | 0.72% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 16,610 | 1,039 | 0.05% | 0.05% | 61 | +706 | 4.44% | Q3 2026 | Oct 13, 2026 |
| RFG Advisory, LLC | History | Added to | 16,287 | 1,019 | 0.01% | 0.01% | 62 | +741 | 4.77% | Q3 2026 | Nov 03, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 16,142 | 1,010 | 0.59% | 0.6% | 63 | -138 | -0.85% | Q3 2026 | Oct 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 16,040 | 1,004 | 0.29% | 0.29% | 64 | -470 | -2.85% | Q3 2026 | Oct 23, 2026 |
| VestGen Investment Management | History | No change | 16,033 | 977 | 0.52% | 0.52% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 16,036 | 977 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,393 | 963 | 0.0% | 0.0% | 67 | -1,725 | -10.08% | Q3 2026 | Oct 30, 2026 |
| Harvest Investment Services, LLC | History | No change | 15,646 | 954 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 15,194 | 951 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,943 | 935 | 0.02% | 0.02% | 70 | -461 | -2.99% | Q3 2026 | Oct 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 15,010 | 915 | 0.3% | 0.3% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 14,621 | 891 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 14,279 | 870 | 0.73% | 0.73% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 13,642 | 853 | 0.04% | 0.04% | 74 | -163 | -1.18% | Q3 2026 | Oct 20, 2026 |
| TFB Advisors LLC | History | Added to | 13,447 | 841 | 0.34% | 0.3% | 75 | +2,213 | 19.7% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,174 | 824 | 0.02% | 0.02% | 76 | +135 | 1.04% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,414 | 818 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,302 | 808 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luken Investment Analytics, LLC | History | No change | 12,824 | 782 | 0.27% | 0.27% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LVZ, Inc. | History | No change | 12,390 | 775 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| KINTRA WEALTH, LLC | History | No change | 12,040 | 751 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 12,194 | 743 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 11,413 | 714 | 0.12% | 0.11% | 83 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 11,619 | 708 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 11,041 | 691 | 0.4% | 0.39% | 85 | -50 | -0.45% | Q3 2026 | Oct 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 11,029 | 690 | 0.04% | 0.03% | 86 | -30 | -0.27% | Q3 2026 | Oct 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,807 | 659 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,689 | 651 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,585 | 645 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,126 | 638 | 0.0% | 0.0% | 90 | +2,821 | 38.62% | Q3 2026 | Oct 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 9,948 | 606 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Maridea Wealth Management LLC | History | No change | 9,509 | 579 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 9,484 | 578 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,364 | 571 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9,346 | 569 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,785 | 535 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,325 | 521 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8,011 | 501 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,648 | 478 | 0.01% | 0.01% | 99 | -354 | -4.42% | Q3 2026 | Oct 13, 2026 |
| NOVEM GROUP | History | No change | 7,620 | 476 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,756 | 472 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 7,540 | 459 | 0.25% | 0.25% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chris Bulman Inc | History | Reduced | 7,317 | 458 | 0.16% | 0.18% | 103 | -724 | -9.0% | Q3 2026 | Oct 20, 2026 |
| Advisory Services Network, LLC | History | No change | 6,911 | 421 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 6,711 | 420 | 0.06% | 0.07% | 105 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,760 | 412 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 6,563 | 410 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BROWN ADVISORY INC | History | No change | 6,536 | 398 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,296 | 383 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 6,218 | 379 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,203 | 378 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,000 | 375 | 0.02% | 0.08% | 112 | -19,012 | -76.01% | Q3 2026 | Oct 22, 2026 |
| Brookstone Capital Management | History | Reduced | 5,963 | 373 | 0.0% | 0.01% | 113 | -6,459 | -52.0% | Q3 2026 | Oct 22, 2026 |
| Echo Wealth Management, LLC | History | No change | 5,950 | 372 | 0.18% | 0.18% | 114 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| StoneX Group Inc. | History | Reduced | 5,800 | 363 | 0.01% | 0.02% | 115 | -839 | -12.64% | Q3 2026 | Nov 03, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 5,667 | 354 | 0.09% | 0.09% | 116 | -391 | -6.45% | Q3 2026 | Oct 19, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,771 | 351 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,751 | 350 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,580 | 349 | 0.0% | 0.0% | 119 | -970 | -14.81% | Q3 2026 | Oct 26, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,507 | 344 | 0.02% | 0.03% | 120 | -1,045 | -15.95% | Q3 2026 | Oct 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,568 | 339 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,380 | 336 | 0.01% | 0.01% | 122 | +78 | 1.47% | Q3 2026 | Oct 23, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,345 | 334 | 0.03% | 0.02% | 123 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,475 | 333 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,400 | 329 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,284 | 322 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,240 | 319 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,066 | 317 | 0.03% | 0.04% | 128 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MORGAN STANLEY | History | No change | 5,092 | 310 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,912 | 307 | 0.01% | 0.0% | 130 | +500 | 11.33% | Q3 2026 | Oct 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 4,811 | 301 | 0.01% | 0.01% | 131 | -12 | -0.25% | Q3 2026 | Oct 23, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,800 | 300 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ERn Financial, LLC | History | Reduced | 4,690 | 293 | 0.05% | 0.05% | 134 | -78 | -1.64% | Q3 2026 | Oct 28, 2026 |
| HRT FINANCIAL LP | History | No change | 4,808 | 293 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 4,605 | 288 | 0.02% | 0.02% | 135 | -850 | -15.58% | Q3 2026 | Oct 22, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,612 | 281 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MFG Investments, LLC | History | New | 4,380 | 274 | 0.3% | — | 137 | +4,380 | New | Q3 2026 | Oct 30, 2026 |
| Vertex Planning Partners, LLC | History | No change | 4,350 | 265 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 4,345 | 264 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 4,032 | 252 | 0.0% | 0.0% | 140 | -340 | -7.78% | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,852 | 234 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Legacy Private Trust Co. | History | Reduced | 3,705 | 231 | 0.01% | 0.01% | 142 | -115 | -3.01% | Q3 2026 | Oct 06, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,687 | 230 | 0.01% | 0.02% | 143 | -804 | -17.9% | Q3 2026 | Oct 26, 2026 |
| tru Independence LLC | History | No change | 3,546 | 221 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,528 | 220 | 0.01% | 0.01% | 145 | -700 | -16.56% | Q3 2026 | Oct 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,392 | 212 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 3,360 | 210 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Share Andrew L. | History | No change | 3,400 | 207 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,360 | 204 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 3,338 | 203 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | New | 3,192 | 201 | 0.01% | — | 151 | +3,192 | New | Q3 2026 | Oct 09, 2026 |
| BARCLAYS PLC | History | No change | 3,279 | 199 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,064 | 186 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,384 | 149 | 0.01% | 0.01% | 154 | -447 | -15.79% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 2,355 | 143 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 2,186 | 133 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,110 | 128 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,035 | 127 | 0.0% | 0.0% | 158 | -205 | -9.15% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 1,910 | 116 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,791 | 112 | 0.11% | 0.11% | 160 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,293 | 78 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | Reduced | 1,220 | 76 | 0.01% | 0.02% | 162 | -536 | -30.52% | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,100 | 67 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 869 | 52 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 840 | 52 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 812 | 49 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 775 | 47 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 45 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 650 | 40 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Topsail Wealth Management, LLC | History | No change | 650 | 39 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 509 | 31 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 421 | 26 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 425 | 26 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 338 | 21 | 0.01% | 0.0% | 174 | +89 | 35.74% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 311 | 19 | 0.0% | 0.0% | 175 | +79 | 34.05% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 285 | 17 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 197 | 12 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Continuum Advisory, LLC | History | No change | 199 | 12 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 113 | 7 | 0.0% | — | 179 | +113 | New | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | New | 113 | 7 | 0.0% | — | 180 | +113 | New | Q3 2026 | Nov 05, 2026 |
| IFG Advisory, LLC | History | No change | 109 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | No change | 83 | 5 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 55 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -126,931 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.71% | — | -71,163 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Semus Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -24,657 | -100.0% | Q3 2026 | Oct 22, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,033 | -100.0% | Q3 2026 | Oct 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,048 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -5,665 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,260 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -2,195 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,965 | -100.0% | Q3 2026 | Nov 02, 2026 |