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 | Reduced | 664,850 | 36,626 | 0.01% | 0.01% | 1 | -7,137 | -1.06% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 585,819 | 32,272 | 0.03% | 0.03% | 2 | -22,545 | -3.71% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 418,817 | 23,072 | 0.04% | 0.04% | 3 | -786 | -0.19% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 298,006 | 16,417 | 0.03% | 0.03% | 4 | +17,883 | 6.38% | Q2 2026 | Jul 30, 2026 |
| LPL Financial LLC | History | Added to | 290,433 | 15,999 | 0.0% | 0.0% | 5 | +8,016 | 2.84% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Reduced | 289,553 | 15,951 | 0.16% | 0.18% | 6 | -27,069 | -8.55% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 294,205 | 14,830 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 255,931 | 14,099 | 0.0% | 0.0% | 8 | -21,489 | -7.75% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 246,686 | 13,590 | 0.03% | 0.03% | 9 | +480 | 0.19% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 220,455 | 12,144 | 0.02% | 0.03% | 10 | +15,881 | 7.76% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 212,519 | 11,707 | 0.01% | 0.02% | 11 | -8,027 | -3.64% | Q2 2026 | Jul 29, 2026 |
| First International Bank of Israel Ltd. | History | No change | 190,000 | 10,467 | 2.85% | 2.82% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 189,959 | 10,464 | 0.07% | — | 13 | +189,959 | New | Q2 2026 | Aug 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 181,913 | 9,170 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 163,756 | 9,021 | 0.01% | 0.01% | 15 | +38,025 | 30.24% | Q2 2026 | Aug 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 149,325 | 8,226 | 2.06% | — | 16 | +149,325 | New | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Reduced | 139,976 | 7,711 | 0.08% | 0.09% | 17 | -14,140 | -9.17% | Q2 2026 | Jul 28, 2026 |
| REAP Financial Group, LLC | History | Reduced | 118,734 | 6,541 | 1.12% | 1.22% | 18 | -3,447 | -2.82% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 116,623 | 6,424 | 0.07% | 0.08% | 19 | -7,357 | -5.93% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 107,682 | 5,932 | 0.02% | 0.03% | 20 | -37,410 | -25.78% | Q2 2026 | Jul 28, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 93,841 | 5,173 | 0.59% | 0.62% | 21 | -3,098 | -3.2% | Q2 2026 | Jul 21, 2026 |
| SMART Wealth LLC | History | Reduced | 87,156 | 4,801 | 1.03% | 1.59% | 22 | -20,441 | -19.0% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 86,166 | 4,746 | 0.06% | 0.07% | 23 | -4,117 | -4.56% | Q2 2026 | Aug 05, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 79,832 | 4,397 | 2.75% | 3.42% | 24 | -11,025 | -12.13% | Q2 2026 | Jul 14, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 79,135 | 4,359 | 1.81% | 2.0% | 25 | +25 | 0.03% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 71,278 | 3,926 | 0.0% | 0.0% | 26 | +1,178 | 1.68% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | Added to | 70,514 | 3,884 | 0.1% | 0.1% | 27 | +92 | 0.13% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 68,347 | 3,765 | 0.08% | 0.08% | 28 | -2,449 | -3.46% | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 64,797 | 3,569 | 1.71% | 1.71% | 29 | -3,242 | -4.76% | Q2 2026 | Jul 31, 2026 |
| Anfield Capital Management, LLC | History | No change | 67,640 | 3,409 | 0.94% | 0.94% | 30 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 59,548 | 3,280 | 0.05% | 0.06% | 31 | -3,469 | -5.5% | Q2 2026 | Jul 31, 2026 |
| 1776 Wealth LLC | History | No change | 58,580 | 3,227 | 1.14% | 1.16% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 57,360 | 3,159 | 0.01% | 0.02% | 33 | -27,936 | -32.75% | Q2 2026 | Jul 27, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 53,052 | 2,922 | 0.54% | 0.58% | 34 | -1,220 | -2.25% | Q2 2026 | Aug 05, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 45,593 | 2,511 | 0.64% | 0.71% | 35 | -1,647 | -3.49% | Q2 2026 | Jul 20, 2026 |
| Maia Wealth LLC | History | Reduced | 45,356 | 2,498 | 0.37% | 0.4% | 36 | -1,041 | -2.24% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 48,216 | 2,430 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 40,207 | 2,215 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Faithward Advisors, LLC | History | Reduced | 37,496 | 2,065 | 0.25% | 0.27% | 39 | -482 | -1.27% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 37,063 | 2,041 | 0.13% | 0.15% | 40 | -2,920 | -7.3% | Q2 2026 | Aug 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 35,970 | 1,981 | 0.1% | 0.05% | 41 | +18,450 | 105.31% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 33,890 | 1,867 | 0.03% | 0.03% | 42 | -2,405 | -6.63% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 32,658 | 1,799 | 0.05% | 0.05% | 43 | +137 | 0.42% | Q2 2026 | Jul 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 32,505 | 1,790 | 0.04% | 0.02% | 44 | +20,729 | 176.03% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 32,376 | 1,783 | 0.08% | 0.06% | 45 | +9,534 | 41.74% | Q2 2026 | Aug 04, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 31,943 | 1,759 | 0.08% | 0.08% | 46 | -103 | -0.32% | Q2 2026 | Aug 11, 2026 |
| FWG Investments, LLC. | History | Reduced | 31,355 | 1,727 | 0.91% | 1.02% | 47 | -624 | -1.95% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 30,589 | 1,685 | 0.03% | 0.03% | 48 | -1,312 | -4.11% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 30,528 | 1,681 | 0.09% | 0.08% | 49 | +1,595 | 5.51% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 30,051 | 1,655 | 0.01% | 0.01% | 50 | -251 | -0.83% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 29,816 | 1,642 | 0.25% | 0.18% | 51 | +10,565 | 54.88% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 27,887 | 1,536 | 0.01% | 0.01% | 52 | +490 | 1.79% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 27,716 | 1,527 | 0.0% | 0.0% | 53 | -1,858 | -6.28% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 27,503 | 1,515 | 0.49% | 0.51% | 54 | -660 | -2.34% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,207 | 1,498 | 0.0% | 0.0% | 55 | -1,087 | -3.84% | Q2 2026 | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 26,325 | 1,450 | 0.07% | 0.09% | 56 | +155 | 0.59% | Q2 2026 | Aug 04, 2026 |
| Ignite Planners, LLC | History | Added to | 25,283 | 1,392 | 0.19% | 0.2% | 57 | +8 | 0.03% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 24,744 | 1,363 | 0.01% | 0.01% | 58 | +370 | 1.52% | Q2 2026 | Aug 03, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 24,638 | 1,357 | 0.07% | 0.08% | 59 | -1,495 | -5.72% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,700 | 1,195 | 0.0% | 0.0% | 60 | +1,420 | 7.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,245 | 1,170 | 0.05% | 0.05% | 61 | +231 | 1.1% | Q2 2026 | Aug 17, 2026 |
| Marshall Financial Group, LLC | History | No change | 20,677 | 1,139 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 20,456 | 1,126 | 0.14% | 0.15% | 63 | +382 | 1.9% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,783 | 1,098 | 0.0% | 0.0% | 64 | -2,672 | -11.9% | Q2 2026 | Jul 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 19,593 | 1,079 | 0.3% | 0.31% | 65 | -17 | -0.09% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 18,654 | 1,027 | 0.03% | 0.03% | 66 | -1,404 | -7.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 18,582 | 1,024 | 0.01% | 0.01% | 67 | -3,590 | -16.19% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 18,146 | 1,000 | 0.01% | 0.01% | 68 | -5,611 | -23.62% | Q2 2026 | Jul 20, 2026 |
| VestGen Investment Management | History | Reduced | 18,086 | 996 | 0.53% | 0.52% | 69 | -732 | -3.89% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 17,454 | 961 | 0.02% | 0.01% | 70 | +1,888 | 12.13% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | No change | 16,977 | 959 | 0.05% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,246 | 950 | 0.01% | 0.01% | 72 | -538 | -3.03% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 17,222 | 948 | 0.01% | 0.01% | 73 | -1,357 | -7.3% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,169 | 945 | 0.01% | 0.04% | 74 | -30,065 | -63.65% | Q2 2026 | Jul 15, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 16,877 | 929 | 0.09% | 0.12% | 75 | -6,251 | -27.03% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | Added to | 16,729 | 921 | 0.01% | 0.01% | 76 | +1,883 | 12.68% | Q2 2026 | Jul 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 15,405 | 848 | 0.03% | 0.03% | 77 | -1,118 | -6.77% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,230 | 839 | 0.0% | 0.0% | 78 | -209 | -1.35% | Q2 2026 | Aug 07, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 15,264 | 838 | 0.18% | 0.17% | 79 | +1,585 | 11.59% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,195 | 837 | 0.01% | 0.01% | 80 | +15 | 0.1% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,005 | 826 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,741 | 812 | 0.02% | 0.02% | 82 | +369 | 2.57% | Q2 2026 | Jul 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 14,052 | 774 | 0.02% | 0.02% | 83 | -12 | -0.09% | Q2 2026 | Aug 03, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 13,883 | 764 | 0.52% | 0.7% | 84 | -3,703 | -21.06% | Q2 2026 | Jul 07, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 13,708 | 755 | 0.03% | 0.04% | 85 | -3,206 | -18.95% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 13,628 | 750 | 0.0% | 0.0% | 86 | +677 | 5.23% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 12,804 | 705 | 0.03% | 0.05% | 87 | -1,245 | -8.86% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Reduced | 12,625 | 695 | 0.25% | 0.31% | 88 | -1,470 | -10.43% | Q2 2026 | Jul 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 12,580 | 693 | 0.2% | 0.21% | 89 | -45 | -0.36% | Q2 2026 | Jul 24, 2026 |
| TFB Advisors LLC | History | Added to | 12,415 | 683 | 0.3% | 0.22% | 90 | +4,150 | 50.21% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,225 | 673 | 0.03% | 0.03% | 91 | +1,369 | 12.61% | Q2 2026 | Jul 28, 2026 |
| NOVEM GROUP | History | Added to | 11,905 | 655 | 0.07% | 0.06% | 92 | +775 | 6.96% | Q2 2026 | Jul 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 11,145 | 613 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,110 | 612 | 0.02% | 0.03% | 94 | -300 | -2.63% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,925 | 601 | 0.01% | 0.01% | 95 | -1,756 | -13.85% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | New | 10,644 | 586 | 0.0% | — | 96 | +10,644 | New | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,418 | 573 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,341 | 569 | 0.07% | 0.08% | 98 | -64 | -0.62% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 10,286 | 566 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,874 | 543 | 0.01% | 0.01% | 100 | +191 | 1.97% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 9,829 | 541 | 0.04% | 0.04% | 101 | -306 | -3.02% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,559 | 526 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 9,499 | 523 | 0.3% | 0.32% | 103 | -439 | -4.42% | Q2 2026 | Aug 07, 2026 |
| Mission Financial Group, LLC | History | New | 9,406 | 518 | 0.43% | — | 104 | +9,406 | New | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 8,997 | 495 | 0.05% | — | 105 | +8,997 | New | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,833 | 486 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Luken Investment Analytics, LLC | History | No change | 8,800 | 484 | 0.17% | 0.17% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 8,701 | 479 | 0.11% | 0.15% | 108 | -3,076 | -26.12% | Q2 2026 | Jul 09, 2026 |
| Accel Wealth Management | History | No change | 8,588 | 473 | 0.11% | 0.11% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 8,583 | 472 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,712 | 424 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bison Wealth, LLC | History | No change | 7,590 | 420 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,130 | 401 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 7,139 | 393 | 0.24% | 0.23% | 114 | -407 | -5.39% | Q2 2026 | Jul 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 7,043 | 388 | 0.02% | 0.02% | 115 | +129 | 1.87% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,650 | 366 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,540 | 360 | 0.01% | 0.01% | 117 | -355 | -5.15% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,500 | 358 | 0.0% | 0.0% | 118 | +1,500 | 30.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,083 | 334 | 0.0% | 0.0% | 120 | +2,657 | 77.55% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,070 | 334 | 0.01% | 0.01% | 119 | -950 | -13.53% | Q2 2026 | Jul 20, 2026 |
| Wood Tarver Financial Group, LLC | History | New | 6,061 | 333 | 0.08% | — | 121 | +6,061 | New | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Added to | 6,080 | 332 | 0.01% | 0.0% | 122 | +1,230 | 25.36% | Q2 2026 | Aug 13, 2026 |
| Capital Asset Advisory Services LLC | History | New | 5,933 | 326 | 0.01% | — | 123 | +5,933 | New | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 5,685 | 313 | 0.03% | 0.04% | 124 | -1 | -0.02% | Q2 2026 | Aug 12, 2026 |
| Bullseye Investment Management, LLC | History | No change | 5,295 | 291 | 0.14% | 0.14% | 125 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 5,093 | 280 | 0.02% | 0.01% | 126 | -1,754 | -25.62% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,029 | 276 | 0.0% | 0.0% | 127 | -3,360 | -40.05% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,970 | 273 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 4,950 | 272 | 0.2% | 0.22% | 129 | -350 | -6.6% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,892 | 269 | 0.0% | 0.01% | 130 | -1,500 | -23.47% | Q2 2026 | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,887 | 269 | 0.0% | 0.0% | 131 | -517 | -9.57% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,743 | 261 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| StoneX Group Inc. | History | New | 4,751 | 260 | 0.01% | — | 133 | +4,751 | New | Q2 2026 | Aug 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 5,072 | 255 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 4,539 | 250 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 4,535 | 249 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,508 | 248 | 0.0% | — | 137 | +4,508 | New | Q2 2026 | Jul 28, 2026 |
| Catalina Capital Group, LLC | History | No change | 4,688 | 236 | 0.14% | 0.14% | 138 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 4,250 | 234 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 4,226 | 232 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,162 | 229 | 0.0% | 0.0% | 141 | +38 | 0.92% | Q2 2026 | Aug 18, 2026 |
| SACKS & ASSOCIATES, LLC | History | No change | 4,028 | 223 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 3,982 | 219 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 3,940 | 217 | 0.05% | — | 144 | +3,940 | New | Q2 2026 | Jul 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,200 | 176 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 3,000 | 165 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | No change | 2,496 | 138 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,380 | 131 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,150 | 118 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,885 | 103 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 1,650 | 90 | 0.0% | — | 151 | +1,650 | New | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,500 | 82 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,044 | 57 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,000 | 54 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 824 | 45 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 525 | 28 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | New | 407 | 22 | 0.0% | — | 157 | +407 | New | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 365 | 20 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 300 | 16 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 274 | 15 | 0.0% | — | 160 | +274 | New | Q2 2026 | Jul 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 250 | 13 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Continuum Advisory, LLC | History | New | 219 | 12 | 0.0% | — | 163 | +219 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 226 | 12 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benson Wealth Management INC | History | No change | 28 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -162,908 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Oakmont Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -14,789 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,880 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -8,994 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,958 | -100.0% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -6,278 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -4,987 | -100.0% | Q2 2026 | Jul 06, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.18% | — | -4,435 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,004 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -919 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -143 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | Reduced | 1 | 0 | — | — | — | -9 | -90.0% | Q2 2026 | Aug 13, 2026 |