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 | No change | 664,850 | 36,626 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 585,819 | 32,272 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 418,817 | 23,072 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 321,217 | 18,171 | 0.03% | 0.03% | 4 | +23,211 | 7.79% | Q3 2026 | Oct 21, 2026 |
| LPL Financial LLC | History | No change | 290,433 | 15,999 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Reduced | 280,710 | 15,879 | 0.16% | 0.16% | 6 | -8,843 | -3.05% | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 255,931 | 14,099 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 246,686 | 13,590 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 220,455 | 12,144 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 196,272 | 11,103 | 0.01% | 0.01% | 10 | -16,247 | -7.64% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 189,959 | 10,464 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 163,756 | 9,021 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 146,831 | 8,306 | 2.25% | 2.06% | 13 | -2,494 | -1.67% | Q3 2026 | Oct 26, 2026 |
| Atria Investments, Inc | History | Reduced | 139,646 | 7,899 | 0.08% | 0.08% | 14 | -330 | -0.24% | Q3 2026 | Oct 15, 2026 |
| REAP Financial Group, LLC | History | Reduced | 118,169 | 6,684 | 1.09% | 1.12% | 15 | -565 | -0.48% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 117,660 | 6,656 | 0.01% | — | 16 | +117,660 | New | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 115,173 | 6,515 | 0.02% | 0.02% | 17 | +7,491 | 6.96% | Q3 2026 | Nov 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 116,623 | 6,424 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 90,156 | 5,114 | 0.52% | 0.59% | 19 | -3,685 | -3.93% | Q3 2026 | Oct 19, 2026 |
| Bleakley Financial Group, LLC | History | No change | 86,166 | 4,746 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAM Wealth Management, LLC | History | Added to | 80,326 | 4,544 | 2.46% | 2.75% | 21 | +494 | 0.62% | Q3 2026 | Oct 15, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 79,135 | 4,359 | 1.81% | 1.81% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 71,278 | 3,926 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SMART Wealth LLC | History | Reduced | 67,937 | 3,843 | 0.78% | 1.03% | 24 | -19,219 | -22.05% | Q3 2026 | Nov 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 68,347 | 3,765 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 64,797 | 3,569 | 1.71% | 1.71% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 59,412 | 3,360 | 0.06% | 0.05% | 27 | -136 | -0.23% | Q3 2026 | Oct 28, 2026 |
| 1776 Wealth LLC | History | No change | 58,580 | 3,227 | 1.14% | 1.14% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 57,360 | 3,159 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 52,617 | 2,977 | 0.53% | 0.54% | 30 | -435 | -0.82% | Q3 2026 | Nov 03, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 45,434 | 2,570 | 0.65% | 0.64% | 31 | -159 | -0.35% | Q3 2026 | Oct 19, 2026 |
| Maia Wealth LLC | History | Reduced | 42,708 | 2,415 | 0.33% | 0.37% | 32 | -2,648 | -5.84% | Q3 2026 | Oct 19, 2026 |
| Strategic Blueprint, LLC | History | Added to | 41,043 | 2,321 | 0.11% | 0.1% | 33 | +5,073 | 14.1% | Q3 2026 | Oct 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 39,748 | 2,248 | 0.03% | 0.03% | 34 | -459 | -1.14% | Q3 2026 | Oct 23, 2026 |
| Faithward Advisors, LLC | History | No change | 37,496 | 2,065 | 0.25% | 0.25% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 37,063 | 2,041 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 34,557 | 1,954 | 0.1% | 0.09% | 37 | +4,029 | 13.2% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33,890 | 1,867 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Reduced | 31,739 | 1,795 | 0.05% | 0.1% | 39 | -38,775 | -54.99% | Q3 2026 | Oct 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 32,505 | 1,790 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 32,376 | 1,783 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 30,589 | 1,685 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 30,051 | 1,655 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 29,816 | 1,642 | 0.25% | 0.25% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,520 | 1,613 | 0.0% | 0.0% | 45 | +1,313 | 4.83% | Q3 2026 | Oct 30, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,265 | 1,598 | 0.77% | 0.91% | 46 | -3,090 | -9.85% | Q3 2026 | Nov 03, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 28,138 | 1,591 | 0.04% | 0.05% | 47 | -4,520 | -13.84% | Q3 2026 | Oct 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 27,642 | 1,563 | 0.07% | 0.08% | 48 | -4,301 | -13.46% | Q3 2026 | Oct 20, 2026 |
| AE Wealth Management LLC | History | No change | 27,887 | 1,536 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 27,075 | 1,531 | 0.07% | 0.07% | 50 | +750 | 2.85% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 27,716 | 1,527 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 27,503 | 1,515 | 0.49% | 0.49% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 25,257 | 1,428 | 0.02% | 0.01% | 53 | +513 | 2.07% | Q3 2026 | Oct 26, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 24,617 | 1,408 | 0.07% | 0.07% | 54 | -21 | -0.09% | Q3 2026 | Oct 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 23,788 | 1,345 | 0.17% | 0.19% | 55 | -1,495 | -5.91% | Q3 2026 | Oct 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,700 | 1,195 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 21,245 | 1,170 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,584 | 1,164 | 0.01% | 0.01% | 58 | +5,389 | 35.47% | Q3 2026 | Oct 16, 2026 |
| Marshall Financial Group, LLC | History | No change | 20,677 | 1,139 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 19,911 | 1,126 | 0.13% | 0.14% | 60 | -545 | -2.66% | Q3 2026 | Oct 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 19,593 | 1,079 | 0.3% | 0.3% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,147 | 1,034 | 0.0% | 0.0% | 62 | -1,636 | -8.27% | Q3 2026 | Oct 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 18,582 | 1,024 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,793 | 1,007 | 0.01% | 0.01% | 64 | -353 | -1.95% | Q3 2026 | Oct 26, 2026 |
| RFG Advisory, LLC | History | Added to | 17,663 | 999 | 0.01% | 0.01% | 65 | +934 | 5.58% | Q3 2026 | Nov 03, 2026 |
| VestGen Investment Management | History | No change | 18,086 | 996 | 0.53% | 0.53% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 17,454 | 961 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | No change | 16,977 | 959 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,246 | 950 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 17,222 | 948 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 16,588 | 938 | 0.2% | 0.18% | 71 | +1,324 | 8.67% | Q3 2026 | Oct 28, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 16,177 | 915 | 0.08% | 0.09% | 72 | -700 | -4.15% | Q3 2026 | Nov 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 15,604 | 880 | 0.01% | 0.01% | 73 | -1,565 | -9.12% | Q3 2026 | Nov 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 15,405 | 848 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,005 | 848 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,892 | 842 | 0.02% | 0.02% | 76 | +151 | 1.02% | Q3 2026 | Oct 08, 2026 |
| TFB Advisors LLC | History | Added to | 14,872 | 841 | 0.34% | 0.3% | 77 | +2,457 | 19.79% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,230 | 839 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 14,052 | 774 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 13,708 | 755 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 13,628 | 750 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 12,580 | 711 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Chris Bulman Inc | History | Reduced | 12,464 | 705 | 0.25% | 0.25% | 84 | -161 | -1.28% | Q3 2026 | Oct 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,804 | 705 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 11,905 | 673 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 11,115 | 628 | 0.03% | 0.03% | 86 | -30 | -0.27% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,975 | 620 | 0.0% | 0.0% | 87 | +4,892 | 80.42% | Q3 2026 | Oct 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,925 | 601 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 10,644 | 586 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,418 | 573 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 10,110 | 571 | 0.02% | 0.02% | 91 | -1,000 | -9.0% | Q3 2026 | Oct 23, 2026 |
| Archer Investment Corp | History | Reduced | 10,086 | 570 | 0.1% | 0.11% | 92 | -200 | -1.94% | Q3 2026 | Nov 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,341 | 569 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 9,874 | 543 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mission Financial Group, LLC | History | No change | 9,406 | 532 | 0.42% | 0.43% | 95 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,559 | 526 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 9,289 | 525 | 0.3% | 0.3% | 97 | -210 | -2.21% | Q3 2026 | Oct 21, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 9,104 | 515 | 0.04% | 0.04% | 98 | -725 | -7.38% | Q3 2026 | Oct 26, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 9,028 | 511 | 0.02% | 0.01% | 99 | +3,095 | 52.17% | Q3 2026 | Oct 30, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 8,973 | 507 | 0.35% | 0.52% | 100 | -4,910 | -35.37% | Q3 2026 | Oct 09, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 8,997 | 495 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,833 | 486 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Accel Wealth Management | History | No change | 8,588 | 485 | 0.1% | 0.11% | 103 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Luken Investment Analytics, LLC | History | No change | 8,800 | 484 | 0.17% | 0.17% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 8,366 | 473 | 0.01% | 0.01% | 105 | +2,296 | 37.83% | Q3 2026 | Oct 16, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 8,332 | 471 | 0.08% | 0.08% | 106 | -251 | -2.92% | Q3 2026 | Oct 26, 2026 |
| Bison Wealth, LLC | History | No change | 7,590 | 434 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,712 | 424 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,130 | 401 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 7,043 | 388 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,628 | 374 | 0.01% | 0.01% | 111 | +88 | 1.35% | Q3 2026 | Oct 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,650 | 366 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 6,439 | 364 | 0.01% | — | 113 | +6,439 | New | Q3 2026 | Oct 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,356 | 359 | 0.01% | 0.0% | 114 | +1,464 | 29.93% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,500 | 358 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 6,061 | 333 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 6,080 | 332 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,685 | 313 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 5,530 | 312 | 0.18% | 0.24% | 119 | -1,609 | -22.54% | Q3 2026 | Oct 16, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,093 | 280 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,029 | 276 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 4,870 | 275 | 0.14% | 0.14% | 122 | -425 | -8.03% | Q3 2026 | Oct 29, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,970 | 273 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,887 | 269 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,743 | 261 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MFG Investments, LLC | History | New | 4,555 | 257 | 0.28% | — | 126 | +4,555 | New | Q3 2026 | Oct 30, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 4,539 | 256 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 4,535 | 249 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 4,250 | 240 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 4,200 | 237 | 0.18% | 0.2% | 130 | -750 | -15.15% | Q3 2026 | Nov 02, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,162 | 229 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SACKS & ASSOCIATES, LLC | History | No change | 4,028 | 227 | 0.16% | 0.15% | 132 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 3,932 | 222 | 0.02% | 0.02% | 134 | -50 | -1.26% | Q3 2026 | Oct 28, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 3,940 | 222 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| StoneX Group Inc. | History | Reduced | 3,900 | 220 | 0.01% | 0.01% | 135 | -851 | -17.91% | Q3 2026 | Nov 03, 2026 |
| LVZ, Inc. | History | New | 3,669 | 207 | 0.02% | — | 136 | +3,669 | New | Q3 2026 | Oct 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,200 | 176 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 3,000 | 169 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,778 | 153 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 2,678 | 147 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Capital Analysts, LLC | History | No change | 2,496 | 138 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,380 | 131 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,150 | 118 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,885 | 106 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,650 | 90 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,500 | 82 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,139 | 64 | 0.0% | 0.0% | 147 | +95 | 9.1% | Q3 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,000 | 54 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 880 | 49 | 0.03% | — | 149 | +880 | New | Q3 2026 | Oct 09, 2026 |
| MORGAN STANLEY | History | No change | 824 | 45 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 525 | 29 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BARCLAYS PLC | History | No change | 407 | 22 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 373 | 21 | 0.01% | 0.0% | 154 | +99 | 36.13% | Q3 2026 | Oct 13, 2026 |
| CX Institutional | History | No change | 365 | 21 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 300 | 16 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 250 | 13 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 226 | 12 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 219 | 12 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 181 | 10 | 0.0% | 0.03% | 159 | -12,044 | -98.52% | Q3 2026 | Nov 04, 2026 |
| Benson Wealth Management INC | History | No change | 28 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 2.85% | — | -190,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,654 | -100.0% | Q3 2026 | Oct 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,701 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,508 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,226 | -100.0% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |