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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 316,622 | 15,960 | 0.18% | 0.18% | 1 | +10,835 | 3.54% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 246,206 | 12,411 | 0.03% | 0.03% | 2 | +980 | 0.4% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 181,913 | 9,170 | 0.23% | 0.21% | 3 | +25,100 | 16.01% | Q1 2026 | Apr 07, 2026 |
| BAM Wealth Management, LLC | History | New | 90,857 | 4,580 | 3.42% | — | 4 | +90,857 | New | Q1 2026 | Apr 17, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 47,240 | 2,381 | 0.71% | 0.75% | 6 | -507 | -1.06% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 47,234 | 2,381 | 0.04% | 0.04% | 5 | -403 | -0.85% | Q1 2026 | Apr 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 40,207 | 2,026 | 0.03% | 0.04% | 7 | +1,033 | 2.64% | Q1 2026 | Apr 22, 2026 |
| Faithward Advisors, LLC | History | Reduced | 37,978 | 1,914 | 0.27% | 0.29% | 8 | -166 | -0.44% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 32,521 | 1,639 | 0.05% | 0.05% | 9 | -502 | -1.52% | Q1 2026 | Apr 09, 2026 |
| FWG Investments, LLC. | History | Added to | 31,979 | 1,612 | 1.02% | 1.0% | 10 | +1,641 | 5.41% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,933 | 1,503 | 0.08% | 0.08% | 11 | +2,423 | 9.14% | Q1 2026 | Apr 17, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 26,133 | 1,329 | 0.08% | 0.08% | 12 | +336 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 26,170 | 1,319 | 0.09% | 0.03% | 13 | +18,202 | 228.44% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Added to | 25,275 | 1,274 | 0.2% | 0.19% | 14 | +1,456 | 6.11% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 23,757 | 1,198 | 0.01% | 0.0% | 15 | +13,526 | 132.21% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,455 | 1,138 | 0.0% | 0.0% | 16 | +10,674 | 90.6% | Q1 2026 | Apr 08, 2026 |
| Marshall Financial Group, LLC | History | No change | 20,677 | 1,042 | 0.17% | 0.21% | 17 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,180 | 765 | 0.01% | 0.0% | 18 | +8,827 | 138.94% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,005 | 756 | 0.01% | 0.01% | 19 | -1,550 | -9.36% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 14,846 | 748 | 0.01% | 0.01% | 20 | +1,427 | 10.63% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14,372 | 724 | 0.02% | 0.03% | 21 | -227 | -1.55% | Q1 2026 | Apr 07, 2026 |
| Chris Bulman Inc | History | Added to | 14,095 | 710 | 0.31% | 0.09% | 22 | +10,093 | 252.2% | Q1 2026 | Apr 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 13,880 | 699 | 0.04% | — | 23 | +13,880 | New | Q1 2026 | Apr 22, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 13,679 | 689 | 0.17% | — | 24 | +13,679 | New | Q1 2026 | Apr 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 12,625 | 636 | 0.21% | 0.18% | 25 | +2,375 | 23.17% | Q1 2026 | Apr 09, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 11,145 | 561 | 0.03% | 0.02% | 26 | +3,237 | 40.93% | Q1 2026 | Apr 20, 2026 |
| NOVEM GROUP | History | Added to | 11,130 | 561 | 0.06% | 0.06% | 27 | +1,000 | 9.87% | Q1 2026 | Apr 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 10,856 | 547 | 0.03% | 0.04% | 28 | -419 | -3.72% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,135 | 510 | 0.04% | 0.03% | 29 | +3,493 | 52.59% | Q1 2026 | Apr 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,833 | 449 | 0.05% | 0.07% | 30 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Accel Wealth Management | History | New | 8,588 | 432 | 0.11% | — | 31 | +8,588 | New | Q1 2026 | Apr 08, 2026 |
| TFB Advisors LLC | History | Reduced | 8,265 | 416 | 0.22% | 0.42% | 32 | -21,025 | -71.78% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,712 | 388 | 0.03% | 0.02% | 33 | +1,631 | 26.82% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 7,020 | 353 | 0.01% | 0.01% | 34 | +125 | 1.81% | Q1 2026 | Apr 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,895 | 347 | 0.01% | 0.01% | 35 | -112 | -1.6% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,392 | 322 | 0.01% | 0.01% | 36 | +1,238 | 24.02% | Q1 2026 | Apr 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 5,072 | 255 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 4,226 | 224 | 0.01% | 0.02% | 38 | -384 | -8.33% | Q1 2026 | Apr 22, 2026 |
| Uniting Wealth Partners, LLC | History | New | 4,004 | 201 | 0.04% | — | 39 | +4,004 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,426 | 173 | 0.0% | 0.0% | 40 | -308 | -8.25% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | New | 365 | 18 | 0.0% | — | 41 | +365 | New | Q1 2026 | Apr 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -395,852 | -100.0% | Q4 2025 | Feb 18, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.24% | — | -375,135 | -100.0% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -289,905 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -262,853 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -252,229 | -100.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250,193 | -100.0% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -187,873 | -100.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -168,765 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -163,363 | -100.0% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -126,810 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 1.01% | — | -125,808 | -100.0% | Q4 2025 | Jan 05, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 1.78% | — | -112,562 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -99,725 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -98,275 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -98,102 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -76,040 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Plotkin Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 1.89% | — | -74,803 | -100.0% | Q4 2025 | Feb 19, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -70,176 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -69,094 | -100.0% | Q4 2025 | Feb 03, 2026 |
| 1776 Wealth LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -58,498 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -47,237 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -44,885 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 1.09% | — | -41,473 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -38,653 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,825 | -100.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -31,819 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -29,331 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -27,971 | -100.0% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,234 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,496 | -100.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,835 | -100.0% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,674 | -100.0% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,399 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -23,495 | -100.0% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,729 | -100.0% | Q4 2025 | Feb 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.06% | — | -19,722 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -19,718 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,655 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,544 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -18,404 | -100.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,381 | -100.0% | Q4 2025 | Feb 18, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.29% | — | -17,779 | -100.0% | Q4 2025 | Feb 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,625 | -100.0% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,977 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,386 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,300 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,484 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,880 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,880 | -100.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,459 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,404 | -100.0% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,709 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,842 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.12% | — | -10,086 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -9,791 | -100.0% | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,789 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -9,575 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Luken Investment Analytics, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -8,800 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,210 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Grant Street Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,864 | -100.0% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,815 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,590 | -100.0% | Q4 2025 | Mar 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,313 | -100.0% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,236 | -100.0% | Q4 2025 | Jan 28, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,130 | -100.0% | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,650 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,571 | -100.0% | Q4 2025 | Jan 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,413 | -100.0% | Q4 2025 | Jan 20, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -6,278 | -100.0% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,275 | -100.0% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,212 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,060 | -100.0% | Q4 2025 | Feb 12, 2026 |
| SEEDS INVESTOR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,690 | -100.0% | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,507 | -100.0% | Q4 2025 | Feb 10, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,300 | -100.0% | Q4 2025 | Jan 21, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,270 | -100.0% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -5,131 | -100.0% | Q4 2025 | Mar 12, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.22% | — | -5,057 | -100.0% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,743 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Catalina Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,688 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -4,510 | -100.0% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,414 | -100.0% | Q4 2025 | Feb 11, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,110 | -100.0% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,939 | -100.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,200 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,496 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,150 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,885 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,880 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,650 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,522 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -919 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -525 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -496 | -100.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q4 2025 | Jan 21, 2026 |