FIRST TRUST EXCHANGE-TRADED FUND VIII - FJAN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 35 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 395,852 | 20,485 | 0.01% | 0.01% | 1 | -180,563 | -31.33% | Q4 2025 | Feb 18, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 375,135 | 19,413 | 0.24% | 0.34% | 2 | -156,068 | -29.38% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Reduced | 305,787 | 15,824 | 0.18% | 0.21% | 3 | -51,946 | -14.52% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 289,905 | 15,002 | 0.0% | 0.01% | 4 | -576,075 | -66.52% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 262,853 | 13,602 | 0.01% | 0.03% | 5 | -210,617 | -44.48% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 252,229 | 13,052 | 0.03% | 0.02% | 6 | +32,253 | 14.66% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 250,193 | 12,947 | 0.0% | 0.0% | 7 | +17,410 | 7.48% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 245,226 | 12,690 | 0.03% | 0.03% | 8 | -2,139 | -0.86% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 187,873 | 9,722 | 0.02% | 0.02% | 9 | +11,200 | 6.34% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 168,765 | 8,733 | 0.01% | 0.01% | 10 | -36,513 | -17.79% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 163,363 | 8,454 | 0.02% | 0.0% | 11 | +137,997 | 544.02% | Q4 2025 | Mar 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 156,813 | 8,115 | 0.21% | 0.21% | 12 | -1,333 | -0.84% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 126,810 | 6,562 | 0.01% | 0.01% | 13 | -67,586 | -34.77% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 125,808 | 6,514 | 1.01% | — | 14 | +125,808 | New | Q4 2025 | Jan 05, 2026 |
| SMART Wealth LLC | History | Reduced | 112,562 | 5,825 | 1.78% | 2.36% | 15 | -12,061 | -9.68% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 99,725 | 5,160 | 0.02% | 0.02% | 16 | +2,682 | 2.76% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 98,275 | 5,086 | 0.01% | 0.02% | 17 | -6,346 | -6.07% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 98,102 | 5,077 | 0.01% | 0.02% | 18 | -25,383 | -20.56% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 76,040 | 3,935 | 0.07% | 0.09% | 19 | -860 | -1.12% | Q4 2025 | Feb 09, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 74,803 | 3,871 | 1.89% | 1.88% | 20 | -1,005 | -1.33% | Q4 2025 | Feb 19, 2026 |
| REAP Financial Group, LLC | History | Reduced | 70,176 | 3,631 | 0.74% | 0.84% | 21 | -6,864 | -8.91% | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 69,094 | 3,575 | 1.13% | 1.06% | 22 | -2,489 | -3.48% | Q4 2025 | Feb 03, 2026 |
| 1776 Wealth LLC | History | Added to | 58,498 | 3,027 | 1.14% | 1.12% | 23 | +537 | 0.93% | Q4 2025 | Feb 11, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 47,747 | 2,470 | 0.75% | 0.8% | 24 | -2,086 | -4.19% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 47,637 | 2,465 | 0.04% | 0.03% | 25 | +7,892 | 19.86% | Q4 2025 | Feb 09, 2026 |
| Maia Wealth LLC | History | New | 47,237 | 2,446 | 0.42% | — | 26 | +47,237 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 44,885 | 2,322 | 0.15% | 0.16% | 27 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 41,473 | 2,146 | 1.09% | 1.05% | 28 | -2,534 | -5.76% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 39,174 | 2,027 | 0.04% | 0.05% | 29 | -15,840 | -28.79% | Q4 2025 | Jan 22, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 38,653 | 2,000 | 0.15% | 0.12% | 30 | -80 | -0.21% | Q4 2025 | Feb 17, 2026 |
| Faithward Advisors, LLC | History | Reduced | 38,144 | 1,973 | 0.29% | 0.35% | 31 | -9,241 | -19.5% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 36,825 | 1,905 | 0.0% | 0.0% | 32 | -55 | -0.15% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 33,023 | 1,708 | 0.05% | 0.06% | 33 | -6,000 | -15.38% | Q4 2025 | Jan 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 31,819 | 1,647 | 0.0% | — | 34 | +31,819 | New | Q4 2025 | Feb 17, 2026 |
| FWG Investments, LLC. | History | Reduced | 30,338 | 1,570 | 1.0% | 1.14% | 35 | -2,714 | -8.21% | Q4 2025 | Jan 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 29,331 | 1,517 | 0.09% | 0.06% | 36 | +609 | 2.12% | Q4 2025 | Jan 30, 2026 |
| TFB Advisors LLC | History | Reduced | 29,290 | 1,515 | 0.42% | 0.44% | 37 | -816 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 27,971 | 1,447 | 0.15% | 0.15% | 38 | -57,000 | -67.08% | Q4 2025 | Jan 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 26,510 | 1,371 | 0.08% | 0.08% | 39 | +3,034 | 12.92% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 26,234 | 1,357 | 0.01% | 0.01% | 40 | +2,239 | 9.33% | Q4 2025 | Jan 26, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 25,797 | 1,334 | 0.08% | 0.08% | 41 | -247 | -0.95% | Q4 2025 | Jan 07, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 25,496 | 1,319 | 0.06% | 0.05% | 42 | -125 | -0.49% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,835 | 1,285 | 0.0% | 0.0% | 43 | -230 | -0.92% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 24,674 | 1,276 | 0.03% | — | 44 | +24,674 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,399 | 1,262 | 0.02% | 0.02% | 45 | -255 | -1.03% | Q4 2025 | Feb 02, 2026 |
| Ignite Planners, LLC | History | Added to | 23,819 | 1,244 | 0.19% | 0.19% | 46 | +300 | 1.28% | Q4 2025 | Feb 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 23,495 | 1,215 | 0.46% | 0.46% | 47 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 20,729 | 1,072 | 0.02% | 0.02% | 48 | -425 | -2.01% | Q4 2025 | Feb 03, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 20,677 | 1,070 | 0.21% | 0.21% | 49 | -478 | -2.26% | Q4 2025 | Jan 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 19,722 | 1,020 | 0.06% | — | 50 | +19,722 | New | Q4 2025 | Feb 04, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 19,718 | 1,020 | 0.19% | 0.2% | 51 | -559 | -2.76% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 19,655 | 1,017 | 0.05% | 0.05% | 52 | -2,232 | -10.2% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 19,544 | 1,011 | 0.02% | 0.03% | 53 | -4,416 | -18.43% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 18,404 | 952 | 0.02% | 0.02% | 54 | -1,767 | -8.76% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,381 | 951 | 0.0% | 0.0% | 55 | -105 | -0.57% | Q4 2025 | Feb 18, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 17,779 | 920 | 0.29% | 0.29% | 56 | +210 | 1.2% | Q4 2025 | Feb 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 17,625 | 912 | 0.04% | 0.04% | 57 | -262 | -1.46% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 16,977 | 878 | 0.12% | — | 58 | +16,977 | New | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 16,555 | 856 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | No change | 15,386 | 796 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,300 | 791 | 0.0% | 0.0% | 61 | -325 | -2.08% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,599 | 755 | 0.03% | 0.03% | 62 | +194 | 1.35% | Q4 2025 | Jan 13, 2026 |
| Mariner, LLC | History | Added to | 14,484 | 749 | 0.0% | 0.0% | 63 | +3,670 | 33.94% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 13,880 | 718 | 0.0% | 0.01% | 64 | -750 | -5.13% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,880 | 718 | 0.01% | 0.01% | 65 | -729 | -4.99% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 13,459 | 696 | 0.02% | 0.07% | 66 | -44,479 | -76.77% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 13,419 | 694 | 0.01% | 0.01% | 67 | +1,242 | 10.2% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 12,404 | 641 | 0.01% | 0.01% | 68 | -218 | -1.73% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,781 | 613 | 0.0% | 0.0% | 69 | -363 | -2.99% | Q4 2025 | Jan 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 11,709 | 605 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,275 | 583 | 0.04% | 0.04% | 71 | -133 | -1.17% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 10,842 | 561 | 0.02% | 0.04% | 72 | -453 | -4.01% | Q4 2025 | Feb 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,250 | 530 | 0.18% | 0.18% | 73 | -390 | -3.67% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,231 | 529 | 0.0% | 0.0% | 74 | +156 | 1.55% | Q4 2025 | Jan 05, 2026 |
| NOVEM GROUP | History | Reduced | 10,130 | 524 | 0.06% | 0.06% | 75 | -150 | -1.46% | Q4 2025 | Jan 27, 2026 |
| Archer Investment Corp | History | No change | 10,086 | 521 | 0.12% | 0.11% | 76 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 9,789 | 506 | 0.07% | 0.08% | 77 | -671 | -6.41% | Q4 2025 | Feb 09, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 9,791 | 506 | 0.32% | 0.34% | 78 | -145 | -1.46% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9,575 | 495 | 0.07% | — | 79 | +9,575 | New | Q4 2025 | Feb 09, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,833 | 457 | 0.07% | 0.1% | 80 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Luken Investment Analytics, LLC | History | No change | 8,800 | 455 | 0.18% | 0.17% | 81 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,210 | 424 | 0.01% | 0.02% | 82 | -33 | -0.4% | Q4 2025 | Jan 20, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 7,968 | 412 | 0.03% | 0.06% | 83 | -4,774 | -37.47% | Q4 2025 | Jan 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 7,908 | 409 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 7,864 | 406 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 7,815 | 404 | 0.01% | — | 86 | +7,815 | New | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 7,590 | 381 | 0.04% | — | 87 | +7,590 | New | Q4 2025 | Mar 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,313 | 378 | 0.0% | 0.0% | 88 | -1,043 | -12.48% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 7,236 | 374 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 7,130 | 372 | 0.01% | 0.01% | 90 | -300 | -4.04% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,007 | 362 | 0.01% | 0.02% | 91 | -1,448 | -17.13% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,895 | 356 | 0.01% | 0.01% | 92 | -1,165 | -14.45% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,650 | 344 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,642 | 343 | 0.03% | 0.03% | 94 | -211 | -3.08% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,571 | 340 | 0.0% | 0.0% | 95 | +380 | 6.14% | Q4 2025 | Jan 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 6,413 | 331 | 0.06% | 0.06% | 96 | -330 | -4.89% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,353 | 328 | 0.0% | 0.0% | 97 | +1,347 | 26.91% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 6,275 | 324 | 0.01% | — | 99 | +6,275 | New | Q4 2025 | Feb 17, 2026 |
| 1ST SOURCE BANK | History | No change | 6,278 | 324 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Reduced | 6,212 | 321 | 0.01% | 0.01% | 100 | -87 | -1.38% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 6,081 | 315 | 0.02% | — | 101 | +6,081 | New | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,060 | 313 | 0.0% | 0.0% | 102 | -1,589 | -20.77% | Q4 2025 | Feb 12, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,690 | 294 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,507 | 284 | 0.0% | 0.01% | 104 | -5,446 | -49.72% | Q4 2025 | Feb 10, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 5,300 | 274 | 0.22% | 0.28% | 105 | -1,252 | -19.11% | Q4 2025 | Jan 21, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,270 | 272 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,154 | 266 | 0.01% | 0.01% | 107 | -35 | -0.67% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | New | 5,131 | 265 | 0.0% | — | 108 | +5,131 | New | Q4 2025 | Mar 12, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,057 | 262 | 0.22% | 0.22% | 109 | -507 | -9.11% | Q4 2025 | Jan 28, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 5,072 | 262 | 0.01% | 0.01% | 110 | -24 | -0.47% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,000 | 258 | 0.0% | — | 111 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | No change | 5,000 | 258 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,743 | 245 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Catalina Capital Group, LLC | History | No change | 4,688 | 242 | 0.15% | 0.14% | 114 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 4,610 | 238 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Centennial Advisors, LLC | History | New | 4,510 | 233 | 0.3% | — | 116 | +4,510 | New | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,414 | 228 | 0.0% | 0.0% | 117 | -547 | -11.03% | Q4 2025 | Feb 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 4,110 | 212 | 0.14% | — | 118 | +4,110 | New | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 4,000 | 207 | 0.01% | — | 119 | +4,000 | New | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 4,000 | 207 | 0.01% | 0.01% | 120 | -250 | -5.88% | Q4 2025 | Feb 13, 2026 |
| Chris Bulman Inc | History | Reduced | 4,002 | 207 | 0.09% | 0.1% | 121 | -76 | -1.86% | Q4 2025 | Jan 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 3,939 | 203 | 0.06% | — | 122 | +3,939 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,734 | 193 | 0.0% | 0.0% | 123 | -1,471 | -28.26% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,200 | 165 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,496 | 130 | 0.0% | 0.0% | 125 | -323 | -11.46% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,150 | 111 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,880 | 97 | 0.0% | 0.0% | 127 | -80 | -4.08% | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,885 | 97 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,650 | 85 | 0.0% | 0.0% | 129 | -1,507 | -47.74% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,522 | 78 | 0.01% | 0.01% | 130 | -220 | -12.63% | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 1,500 | 77 | 0.02% | — | 132 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,500 | 77 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 919 | 47 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 802 | 41 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 525 | 27 | 0.01% | — | 135 | +525 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 496 | 25 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 310 | 16 | 0.0% | — | 137 | +310 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 300 | 15 | 0.01% | 0.01% | 138 | -300 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 250 | 12 | 0.0% | — | 139 | +250 | New | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | New | 150 | 7 | 0.0% | — | 140 | +150 | New | Q4 2025 | Jan 12, 2026 |
| BARCLAYS PLC | History | Reduced | 40 | 2 | 0.0% | 0.0% | 141 | -2,078 | -98.11% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 47 | 2 | 0.0% | 0.0% | 142 | -248 | -84.07% | Q4 2025 | Jan 29, 2026 |
| Benson Wealth Management INC | History | New | 28 | 1 | 0.0% | — | 144 | +28 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -120,399 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.47% | — | -89,308 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -55,994 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,679 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,237 | -100.0% | Q3 2025 | Oct 30, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.19% | — | -16,977 | -100.0% | Q3 2025 | Oct 14, 2025 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.42% | — | -13,993 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -11,334 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -7,752 | -100.0% | Q3 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,838 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,404 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,185 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -627 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Oct 27, 2025 |