FIRST TRUST EXCHANGE-TRADED FUND VIII - FJAN
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 | 671,987 | 33,874 | 0.01% | 0.0% | 1 | +382,082 | 131.8% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 608,364 | 30,667 | 0.03% | 0.01% | 2 | +345,511 | 131.45% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 419,603 | 21,152 | 0.04% | 0.02% | 3 | +256,240 | 156.85% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 316,622 | 15,960 | 0.18% | 0.18% | 4 | +10,835 | 3.54% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 294,205 | 14,830 | 0.04% | 0.01% | 5 | +195,930 | 199.37% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 282,417 | 14,236 | 0.0% | 0.0% | 6 | +32,224 | 12.88% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 280,123 | 14,121 | 0.03% | 0.03% | 7 | +27,894 | 11.06% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 277,420 | 13,984 | 0.0% | 0.01% | 8 | -118,432 | -29.92% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 246,206 | 12,411 | 0.03% | 0.03% | 9 | +980 | 0.4% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 220,546 | 11,117 | 0.02% | 0.01% | 10 | +51,781 | 30.68% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 204,574 | 10,312 | 0.03% | 0.02% | 11 | +16,701 | 8.89% | Q1 2026 | May 04, 2026 |
| First International Bank of Israel Ltd. | History | New | 190,000 | 9,577 | 2.82% | — | 12 | +190,000 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 181,913 | 9,170 | 0.23% | 0.21% | 13 | +25,100 | 16.01% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 162,908 | 8,212 | 0.02% | 0.01% | 14 | +64,806 | 66.06% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | New | 154,116 | 7,768 | 0.09% | — | 15 | +154,116 | New | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 145,092 | 7,314 | 0.03% | 0.02% | 16 | +45,367 | 45.49% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 125,731 | 6,338 | 0.01% | 0.01% | 17 | -1,079 | -0.85% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 123,980 | 6,249 | 0.08% | 0.24% | 18 | -251,155 | -66.95% | Q1 2026 | Apr 28, 2026 |
| REAP Financial Group, LLC | History | Added to | 122,181 | 6,159 | 1.22% | 0.74% | 19 | +52,005 | 74.11% | Q1 2026 | May 11, 2026 |
| SMART Wealth LLC | History | Reduced | 107,597 | 5,423 | 1.59% | 1.78% | 20 | -4,965 | -4.41% | Q1 2026 | Apr 23, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 96,939 | 5,350 | 0.62% | 1.01% | 21 | -28,869 | -22.95% | Q1 2026 | Jun 01, 2026 |
| BAM Wealth Management, LLC | History | New | 90,857 | 4,580 | 3.42% | — | 22 | +90,857 | New | Q1 2026 | Apr 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 90,283 | 4,551 | 0.07% | 0.07% | 23 | +14,243 | 18.73% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | New | 85,296 | 4,299 | 0.02% | — | 24 | +85,296 | New | Q1 2026 | Apr 24, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 79,110 | 3,987 | 2.0% | 1.89% | 25 | +4,307 | 5.76% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 70,796 | 3,568 | 0.08% | 0.02% | 26 | +57,337 | 426.01% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | New | 70,422 | 3,549 | 0.1% | — | 27 | +70,422 | New | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 70,100 | 3,533 | 0.0% | 0.0% | 28 | +33,275 | 90.36% | Q1 2026 | May 05, 2026 |
| Integrity Financial Corp /WA | History | Added to | 68,039 | 3,429 | 1.71% | 1.09% | 29 | +26,566 | 64.06% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 67,640 | 3,409 | 0.94% | 1.13% | 30 | -1,454 | -2.1% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 63,017 | 3,176 | 0.06% | 0.02% | 31 | +42,288 | 204.0% | Q1 2026 | May 14, 2026 |
| 1776 Wealth LLC | History | Added to | 58,580 | 2,953 | 1.16% | 1.14% | 32 | +82 | 0.14% | Q1 2026 | May 08, 2026 |
| Keystone Wealth Services, LLC | History | New | 54,272 | 2,735 | 0.58% | — | 33 | +54,272 | New | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 48,216 | 2,430 | 0.15% | 0.15% | 34 | +3,331 | 7.42% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 47,240 | 2,381 | 0.71% | 0.75% | 36 | -507 | -1.06% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 47,234 | 2,381 | 0.04% | 0.04% | 35 | -403 | -0.85% | Q1 2026 | Apr 14, 2026 |
| Maia Wealth LLC | History | Reduced | 46,397 | 2,338 | 0.4% | 0.42% | 37 | -840 | -1.78% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 40,207 | 2,026 | 0.03% | 0.04% | 38 | +1,033 | 2.64% | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 38,653 | 2,000 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Faithward Advisors, LLC | History | Reduced | 37,978 | 1,914 | 0.27% | 0.29% | 40 | -166 | -0.44% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,295 | 1,829 | 0.03% | 0.02% | 41 | +16,751 | 85.71% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 32,521 | 1,639 | 0.05% | 0.05% | 42 | -502 | -1.52% | Q1 2026 | Apr 09, 2026 |
| Integrated Advisors Network LLC | History | Added to | 32,046 | 1,615 | 0.08% | 0.06% | 43 | +6,550 | 25.69% | Q1 2026 | Apr 28, 2026 |
| FWG Investments, LLC. | History | Added to | 31,979 | 1,612 | 1.02% | 1.0% | 44 | +1,641 | 5.41% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 31,901 | 1,608 | 0.03% | 0.02% | 45 | +16,515 | 107.34% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 30,302 | 1,527 | 0.01% | 0.0% | 46 | +15,002 | 98.05% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,933 | 1,503 | 0.08% | 0.08% | 47 | +2,423 | 9.14% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 29,574 | 1,491 | 0.0% | 0.0% | 48 | -2,245 | -7.06% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,294 | 1,426 | 0.0% | 0.0% | 49 | +3,459 | 13.93% | Q1 2026 | Apr 27, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 28,163 | 1,419 | 0.51% | 0.46% | 50 | +4,668 | 19.87% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 27,397 | 1,381 | 0.01% | 0.01% | 51 | +1,163 | 4.43% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 26,133 | 1,329 | 0.08% | 0.08% | 52 | +336 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 26,170 | 1,319 | 0.09% | 0.03% | 53 | +18,202 | 228.44% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Added to | 25,275 | 1,274 | 0.2% | 0.19% | 54 | +1,456 | 6.11% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,374 | 1,228 | 0.01% | 0.02% | 55 | -25 | -0.1% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 23,757 | 1,198 | 0.01% | 0.0% | 56 | +13,526 | 132.21% | Q1 2026 | Apr 07, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 23,128 | 1,165 | 0.12% | 0.15% | 57 | -4,843 | -17.31% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 22,842 | 1,151 | 0.06% | 0.06% | 58 | +3,120 | 15.82% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,455 | 1,138 | 0.0% | 0.0% | 59 | +10,674 | 90.6% | Q1 2026 | Apr 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 22,172 | 1,117 | 0.01% | 0.0% | 60 | +8,292 | 59.74% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 20,058 | 1,091 | 0.03% | — | 61 | +20,058 | New | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,014 | 1,059 | 0.05% | 0.04% | 62 | +3,389 | 19.23% | Q1 2026 | May 18, 2026 |
| Marshall Financial Group, LLC | History | No change | 20,677 | 1,042 | 0.17% | 0.21% | 63 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,280 | 1,022 | 0.0% | 0.0% | 64 | +1,899 | 10.33% | Q1 2026 | Jun 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 20,074 | 1,011 | 0.15% | 0.07% | 65 | +10,285 | 105.07% | Q1 2026 | May 11, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 19,610 | 988 | 0.31% | 0.29% | 66 | +1,831 | 10.3% | Q1 2026 | May 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 19,251 | 970 | 0.18% | 0.19% | 67 | -467 | -2.37% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | New | 18,818 | 948 | 0.52% | — | 68 | +18,818 | New | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 18,579 | 936 | 0.01% | 0.0% | 69 | +13,072 | 237.37% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,784 | 896 | 0.01% | 0.02% | 70 | -620 | -3.37% | Q1 2026 | May 18, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 17,586 | 886 | 0.7% | 1.13% | 71 | -10,704 | -37.84% | Q1 2026 | Jun 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 17,520 | 883 | 0.05% | 0.09% | 72 | -11,811 | -40.27% | Q1 2026 | Apr 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 16,977 | 855 | 0.06% | 0.12% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 16,914 | 852 | 0.04% | 0.05% | 74 | -2,741 | -13.95% | Q1 2026 | May 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 16,523 | 832 | 0.03% | — | 75 | +16,523 | New | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 15,566 | 785 | 0.01% | 0.01% | 76 | +1,686 | 12.15% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,439 | 778 | 0.0% | 0.0% | 77 | +8,126 | 111.12% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,180 | 765 | 0.01% | 0.0% | 78 | +8,827 | 138.94% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,005 | 756 | 0.01% | 0.01% | 79 | -1,550 | -9.36% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 14,846 | 748 | 0.01% | 0.01% | 80 | +1,427 | 10.63% | Q1 2026 | Apr 17, 2026 |
| Oakmont Advisory Group, LLC | History | New | 14,789 | 745 | 0.76% | — | 81 | +14,789 | New | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14,372 | 724 | 0.02% | 0.03% | 82 | -227 | -1.55% | Q1 2026 | Apr 07, 2026 |
| Chris Bulman Inc | History | Added to | 14,095 | 710 | 0.31% | 0.09% | 83 | +10,093 | 252.2% | Q1 2026 | Apr 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,064 | 708 | 0.02% | 0.01% | 85 | +5,854 | 71.3% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 14,049 | 708 | 0.05% | 0.04% | 84 | +2,340 | 19.98% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 13,880 | 699 | 0.04% | — | 86 | +13,880 | New | Q1 2026 | Apr 22, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 13,679 | 689 | 0.17% | — | 87 | +13,679 | New | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Reduced | 12,951 | 652 | 0.0% | 0.0% | 88 | -1,533 | -10.58% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 12,681 | 639 | 0.01% | 0.01% | 89 | +277 | 2.23% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 12,625 | 636 | 0.21% | 0.18% | 90 | +2,375 | 23.17% | Q1 2026 | Apr 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,777 | 593 | 0.15% | — | 92 | +11,777 | New | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,776 | 593 | 0.02% | 0.02% | 91 | +934 | 8.61% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,410 | 575 | 0.03% | 0.02% | 93 | +4,174 | 57.68% | Q1 2026 | Apr 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 11,145 | 561 | 0.03% | 0.02% | 94 | +3,237 | 40.93% | Q1 2026 | Apr 20, 2026 |
| NOVEM GROUP | History | Added to | 11,130 | 561 | 0.06% | 0.06% | 95 | +1,000 | 9.87% | Q1 2026 | Apr 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 10,856 | 547 | 0.03% | 0.04% | 96 | -419 | -3.72% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,418 | 525 | 0.0% | 0.0% | 97 | +3,847 | 58.55% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,405 | 524 | 0.08% | 0.07% | 98 | +830 | 8.67% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 10,286 | 518 | 0.11% | 0.12% | 99 | +200 | 1.98% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,135 | 510 | 0.04% | 0.03% | 100 | +3,493 | 52.59% | Q1 2026 | Apr 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 9,938 | 500 | 0.32% | 0.32% | 101 | +147 | 1.5% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,683 | 488 | 0.01% | 0.0% | 102 | +4,683 | 93.66% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | New | 9,559 | 481 | 0.0% | — | 103 | +9,559 | New | Q1 2026 | May 06, 2026 |
| Csenge Advisory Group | History | New | 8,994 | 453 | 0.02% | — | 104 | +8,994 | New | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,958 | 451 | 0.0% | 0.0% | 105 | +2,898 | 47.82% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,833 | 449 | 0.05% | 0.07% | 106 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Luken Investment Analytics, LLC | History | No change | 8,800 | 443 | 0.17% | 0.18% | 107 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Accel Wealth Management | History | New | 8,588 | 432 | 0.11% | — | 109 | +8,588 | New | Q1 2026 | Apr 08, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 8,583 | 432 | 0.08% | 0.08% | 108 | +719 | 9.14% | Q1 2026 | May 07, 2026 |
| TFB Advisors LLC | History | Reduced | 8,265 | 416 | 0.22% | 0.42% | 110 | -21,025 | -71.78% | Q1 2026 | Apr 20, 2026 |
| Bison Wealth, LLC | History | No change | 7,590 | 414 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,389 | 413 | 0.0% | 0.0% | 112 | +3,975 | 90.05% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,712 | 388 | 0.03% | 0.02% | 113 | +1,631 | 26.82% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,130 | 388 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 7,546 | 380 | 0.23% | 0.14% | 115 | +3,436 | 83.6% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 7,020 | 353 | 0.01% | 0.01% | 116 | +125 | 1.81% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | New | 6,914 | 349 | 0.02% | — | 117 | +6,914 | New | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,895 | 347 | 0.01% | 0.01% | 118 | -112 | -1.6% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,847 | 345 | 0.01% | — | 119 | +6,847 | New | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,650 | 335 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,392 | 322 | 0.01% | 0.01% | 121 | +1,238 | 24.02% | Q1 2026 | Apr 15, 2026 |
| 1ST SOURCE BANK | History | No change | 6,278 | 316 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 5,686 | 299 | 0.04% | 0.06% | 123 | -4 | -0.07% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 5,404 | 272 | 0.0% | — | 124 | +5,404 | New | Q1 2026 | Apr 29, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 5,300 | 267 | 0.22% | 0.22% | 125 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 5,072 | 255 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,000 | 252 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,987 | 251 | 0.26% | — | 128 | +4,987 | New | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 4,970 | 250 | 0.0% | 0.0% | 129 | -300 | -5.69% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 4,850 | 244 | 0.0% | 0.0% | 130 | -281 | -5.48% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,743 | 239 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | No change | 4,688 | 236 | 0.14% | 0.15% | 132 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 4,535 | 228 | 0.04% | 0.06% | 134 | -1,878 | -29.28% | Q1 2026 | May 20, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 4,539 | 228 | 0.06% | 0.06% | 133 | +600 | 15.23% | Q1 2026 | May 05, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,435 | 226 | 0.18% | 0.22% | 135 | -622 | -12.3% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 4,226 | 224 | 0.01% | 0.02% | 136 | -384 | -8.33% | Q1 2026 | Apr 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 4,250 | 214 | 0.01% | 0.01% | 137 | +250 | 6.25% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | New | 4,124 | 207 | 0.0% | — | 138 | +4,124 | New | Q1 2026 | May 12, 2026 |
| Uniting Wealth Partners, LLC | History | New | 4,004 | 201 | 0.04% | — | 139 | +4,004 | New | Q1 2026 | Apr 22, 2026 |
| Buck Wealth Strategies, LLC | History | New | 3,982 | 200 | 0.02% | — | 140 | +3,982 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,426 | 173 | 0.0% | 0.0% | 141 | -308 | -8.25% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,200 | 161 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 3,000 | 151 | 0.03% | 0.02% | 143 | +1,500 | 100.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 2,496 | 126 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,380 | 119 | 0.0% | 0.0% | 145 | +500 | 26.6% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,150 | 108 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,885 | 95 | 0.1% | 0.1% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,650 | 85 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,500 | 75 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,044 | 52 | 0.0% | 0.01% | 150 | -478 | -31.41% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,000 | 49 | 0.0% | — | 151 | +1,000 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 919 | 46 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 824 | 41 | 0.0% | 0.0% | 153 | +328 | 66.13% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | No change | 525 | 26 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | New | 365 | 18 | 0.0% | — | 155 | +365 | New | Q1 2026 | Apr 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 310 | 15 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 300 | 15 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 250 | 12 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 226 | 11 | 0.0% | 0.0% | 159 | -576 | -71.82% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | New | 143 | 7 | 0.05% | — | 160 | +143 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Benson Wealth Management INC | History | No change | 28 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,674 | -100.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,815 | -100.0% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,275 | -100.0% | Q1 2026 | Apr 24, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,212 | -100.0% | Q1 2026 | May 14, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -4,510 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 10 | 0 | — | 0.0% | — | -37 | -78.72% | Q1 2026 | May 05, 2026 |