FIRST TRUST EXCHANGE-TRADED FUND VIII - FJUL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 33 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 713,174 | 39,877 | 0.01% | 0.01% | 1 | -7,239 | -1.0% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 575,024 | 32,152 | 0.01% | 0.01% | 2 | -13,140 | -2.23% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 332,091 | 18,569 | 0.05% | 0.06% | 3 | -18,963 | -5.4% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 327,435 | 18,308 | 0.02% | 0.02% | 4 | -61,103 | -15.73% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 231,595 | 12,949 | 0.03% | 0.02% | 5 | +30,659 | 15.26% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 230,077 | 12,864 | 0.02% | 0.02% | 6 | -6,030 | -2.55% | Q4 2025 | Feb 12, 2026 |
| LM Advisors LLC | History | Reduced | 671 | 12,000 | 0.22% | 0.09% | 7 | -11,329 | -94.41% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 211,890 | 11,847 | 0.03% | 0.03% | 8 | +14,436 | 7.31% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 142,154 | 7,948 | 1.61% | 1.75% | 9 | -4,771 | -3.25% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 136,285 | 7,620 | 0.01% | 0.01% | 10 | -56,287 | -29.23% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 134,924 | 7,544 | 0.0% | 0.0% | 11 | -6,527 | -4.61% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 119,801 | 6,698 | 0.08% | 0.08% | 12 | -3,593 | -2.91% | Q4 2025 | Feb 05, 2026 |
| Motiv8 Investments LLC | History | Reduced | 115,835 | 6,477 | 3.53% | 3.46% | 13 | -3,031 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 114,023 | 6,375 | 0.68% | 0.68% | 14 | -963 | -0.84% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 107,774 | 6,026 | 0.01% | 0.01% | 15 | -635 | -0.59% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 106,360 | 5,947 | 0.07% | 0.09% | 16 | -15,755 | -12.9% | Q4 2025 | Feb 05, 2026 |
| SMART Wealth LLC | History | Reduced | 103,957 | 5,812 | 1.77% | 2.38% | 17 | -11,196 | -9.72% | Q4 2025 | Jan 26, 2026 |
| NOVEM GROUP | History | Reduced | 96,343 | 5,387 | 0.62% | 0.62% | 18 | -485 | -0.5% | Q4 2025 | Jan 27, 2026 |
| MBL Wealth, LLC | History | Reduced | 94,128 | 5,263 | 0.42% | 0.46% | 19 | -1,560 | -1.63% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 89,124 | 4,983 | 0.01% | 0.01% | 20 | -2,074 | -2.27% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 82,413 | 4,608 | 0.09% | 0.11% | 21 | -784 | -0.94% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 81,936 | 4,581 | 0.02% | 0.02% | 22 | +1,324 | 1.64% | Q4 2025 | Feb 13, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 80,111 | 4,479 | 3.24% | 3.83% | 23 | -10,254 | -11.35% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 59,272 | 3,314 | 0.01% | 0.01% | 24 | -1,701 | -2.79% | Q4 2025 | Feb 11, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 58,582 | 3,275 | 0.78% | 0.77% | 25 | -2,265 | -3.72% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 55,319 | 3,093 | 0.07% | 0.07% | 26 | -654 | -1.17% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 50,607 | 2,829 | 0.21% | 0.18% | 27 | -1,880 | -3.58% | Q4 2025 | Feb 17, 2026 |
| Opes Wealth Management LLC | History | Added to | 50,488 | 2,823 | 0.46% | 0.46% | 28 | +1,585 | 3.24% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 44,593 | 2,493 | 0.09% | — | 29 | +44,593 | New | Q4 2025 | Feb 09, 2026 |
| Aurora Private Wealth, Inc. | History | New | 38,083 | 2,123 | 1.39% | — | 30 | +38,083 | New | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 37,954 | 2,122 | 0.0% | 0.0% | 31 | +1,433 | 3.92% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,624 | 2,047 | 0.0% | 0.0% | 32 | +18,526 | 102.36% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 34,480 | 1,927 | 0.03% | 0.03% | 33 | -118 | -0.34% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 34,203 | 1,912 | 0.0% | 0.0% | 34 | -939 | -2.67% | Q4 2025 | Feb 02, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 33,708 | 1,884 | 1.21% | 1.38% | 35 | -4,462 | -11.69% | Q4 2025 | Feb 05, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 31,878 | 1,782 | 0.19% | 0.15% | 36 | -46,975 | -59.57% | Q4 2025 | Jan 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 31,632 | 1,768 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 30,247 | 1,691 | 0.0% | 0.0% | 38 | +12,651 | 71.9% | Q4 2025 | Mar 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,316 | 1,639 | 0.0% | 0.0% | 39 | +841 | 2.95% | Q4 2025 | Feb 06, 2026 |
| FWG Investments, LLC. | History | Reduced | 27,595 | 1,543 | 0.98% | 1.07% | 40 | -908 | -3.19% | Q4 2025 | Jan 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 27,079 | 1,514 | 0.77% | 0.72% | 41 | -502 | -1.82% | Q4 2025 | Feb 13, 2026 |
| 1776 Wealth LLC | History | No change | 26,815 | 1,499 | 0.56% | 0.57% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 24,446 | 1,366 | 0.08% | 0.08% | 43 | +2,777 | 12.82% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,101 | 1,347 | 0.02% | 0.02% | 44 | +766 | 3.28% | Q4 2025 | Jan 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 23,987 | 1,341 | 0.2% | 0.2% | 45 | -20 | -0.08% | Q4 2025 | Feb 09, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 23,244 | 1,299 | 0.4% | 7.1% | 46 | -377,700 | -94.2% | Q4 2025 | Jan 26, 2026 |
| Semus Wealth Partners LLC | History | No change | 23,186 | 1,296 | 0.7% | 0.72% | 47 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 22,825 | 1,276 | 0.08% | 0.02% | 48 | +13,995 | 158.49% | Q4 2025 | Jan 30, 2026 |
| KINTRA WEALTH, LLC | History | New | 22,586 | 1,262 | 0.18% | — | 49 | +22,586 | New | Q4 2025 | Feb 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 22,177 | 1,240 | 0.03% | 0.01% | 50 | +17,012 | 329.37% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,786 | 1,218 | 0.01% | 0.01% | 51 | -25 | -0.11% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,539 | 1,204 | 0.02% | 0.02% | 52 | +2,005 | 10.26% | Q4 2025 | Feb 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 20,208 | 1,129 | 0.06% | — | 53 | +20,208 | New | Q4 2025 | Feb 04, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 20,136 | 1,125 | 0.02% | 0.03% | 54 | -1,588 | -7.31% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 19,991 | 1,118 | 0.0% | — | 55 | +19,991 | New | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 19,141 | 1,070 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Accel Wealth Management | History | No change | 18,991 | 1,061 | 0.29% | 0.3% | 57 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,451 | 1,031 | 0.0% | 0.0% | 58 | +1,554 | 9.2% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 17,573 | 982 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 16,760 | 937 | 0.04% | 0.05% | 60 | -505 | -2.92% | Q4 2025 | Feb 17, 2026 |
| VestGen Investment Management | History | Added to | 15,734 | 879 | 0.49% | 0.47% | 61 | +1,587 | 11.22% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Added to | 14,712 | 822 | 0.02% | 0.02% | 62 | +1,118 | 8.22% | Q4 2025 | Feb 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 14,527 | 812 | 0.04% | 0.05% | 63 | -76 | -0.52% | Q4 2025 | Jan 28, 2026 |
| GTS SECURITIES LLC | History | New | 14,491 | 810 | 0.03% | — | 64 | +14,491 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,301 | 804 | 0.0% | 0.0% | 65 | -11,832 | -45.28% | Q4 2025 | Jan 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 14,323 | 800 | 0.06% | 0.04% | 66 | +5,754 | 67.15% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 14,204 | 794 | 0.05% | 0.05% | 67 | -360 | -2.47% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,068 | 786 | 0.02% | 0.02% | 68 | -1,861 | -11.68% | Q4 2025 | Feb 06, 2026 |
| Bison Wealth, LLC | History | New | 14,314 | 781 | 0.09% | — | 69 | +14,314 | New | Q4 2025 | Mar 24, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 13,625 | 761 | 0.02% | 0.02% | 70 | +1,454 | 11.95% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,406 | 749 | 0.03% | 0.03% | 71 | +320 | 2.45% | Q4 2025 | Jan 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 13,325 | 745 | 0.28% | 0.29% | 72 | -508 | -3.67% | Q4 2025 | Feb 06, 2026 |
| Goldenstone Wealth Management LLC | History | New | 13,165 | 736 | 0.55% | — | 73 | +13,165 | New | Q4 2025 | Feb 06, 2026 |
| TFB Advisors LLC | History | Reduced | 13,085 | 731 | 0.2% | 0.21% | 74 | -266 | -1.99% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 13,042 | 729 | 0.0% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 12,756 | 713 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,638 | 706 | 0.01% | 0.01% | 77 | -148 | -1.16% | Q4 2025 | Feb 02, 2026 |
| Crown Wealth Group, LLC | History | No change | 11,699 | 654 | 0.18% | 0.19% | 78 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,545 | 645 | 0.0% | 0.0% | 79 | +1,116 | 10.7% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,255 | 629 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 11,038 | 617 | 0.03% | 0.03% | 81 | -70 | -0.63% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,914 | 610 | 0.0% | 0.0% | 82 | -422 | -3.72% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,863 | 607 | 0.2% | 0.2% | 83 | -114 | -1.04% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10,824 | 605 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 10,235 | 572 | 0.16% | 0.14% | 85 | -1,010 | -8.98% | Q4 2025 | Jan 12, 2026 |
| Grantvest Financial Group LLC | History | No change | 10,198 | 570 | 0.37% | 0.39% | 86 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Reduced | 10,036 | 561 | 0.01% | 0.01% | 87 | -1,756 | -14.89% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,990 | 558 | 0.0% | 0.0% | 88 | +674 | 7.23% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,874 | 552 | 0.0% | 0.0% | 89 | -841 | -7.85% | Q4 2025 | Feb 18, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 9,845 | 550 | 0.17% | 0.17% | 90 | +250 | 2.61% | Q4 2025 | Feb 03, 2026 |
| Faithward Advisors, LLC | History | Reduced | 9,453 | 528 | 0.08% | 0.08% | 91 | -708 | -6.97% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 9,321 | 521 | 0.02% | 0.05% | 92 | -3,485 | -27.21% | Q4 2025 | Feb 04, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 9,263 | 517 | 0.26% | 0.27% | 93 | -100 | -1.07% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,177 | 513 | 0.12% | 0.13% | 94 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 9,170 | 512 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,942 | 499 | 0.01% | 0.01% | 96 | -80 | -0.89% | Q4 2025 | Feb 02, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 8,875 | 496 | 0.09% | 0.11% | 97 | -1,407 | -13.68% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,768 | 490 | 0.02% | 0.02% | 98 | -1,009 | -10.32% | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8,758 | 489 | 0.07% | — | 99 | +8,758 | New | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Added to | 8,672 | 484 | 0.02% | 0.02% | 100 | +2,052 | 31.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 8,216 | 459 | 0.0% | 0.0% | 101 | +106 | 1.31% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,142 | 455 | 0.0% | 0.0% | 102 | +294 | 3.75% | Q4 2025 | Jan 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,821 | 437 | 0.01% | 0.01% | 103 | -811 | -9.4% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,804 | 436 | 0.01% | 0.01% | 104 | -824 | -9.55% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | New | 7,743 | 432 | 0.02% | — | 106 | +7,743 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,730 | 432 | 0.0% | 0.0% | 105 | +3,521 | 83.65% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,500 | 419 | 0.01% | 0.01% | 107 | -726 | -8.83% | Q4 2025 | Feb 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 6,731 | 376 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sage Capital Advisors,llc | History | No change | 6,500 | 363 | 0.09% | 0.08% | 109 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Archer Investment Corp | History | Reduced | 6,410 | 358 | 0.08% | 0.09% | 110 | -1,140 | -15.1% | Q4 2025 | Jan 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 6,341 | 355 | 0.02% | — | 111 | +6,341 | New | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,318 | 353 | 0.0% | 0.0% | 112 | +201 | 3.29% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,327 | 353 | 0.01% | 0.02% | 113 | +94 | 1.51% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | New | 6,200 | 346 | 0.01% | — | 114 | +6,200 | New | Q4 2025 | Feb 17, 2026 |
| AIFG Consultants Ltd. | History | Reduced | 6,054 | 338 | 0.58% | 0.74% | 115 | -1,670 | -21.62% | Q4 2025 | Feb 04, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,982 | 335 | 0.28% | 0.27% | 116 | -172 | -2.79% | Q4 2025 | Jan 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,780 | 323 | 0.0% | 0.0% | 117 | -372 | -6.05% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | No change | 5,756 | 321 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,559 | 310 | 0.0% | 0.0% | 119 | +590 | 11.87% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 5,541 | 309 | 0.0% | 0.0% | 120 | +62 | 1.13% | Q4 2025 | Feb 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,395 | 301 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,320 | 297 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 5,290 | 295 | 0.02% | 0.02% | 123 | +97 | 1.87% | Q4 2025 | Jan 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 5,133 | 289 | 0.04% | 0.05% | 125 | -10 | -0.19% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,180 | 289 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 5,096 | 284 | 0.03% | 0.04% | 126 | -605 | -10.61% | Q4 2025 | Jan 23, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 4,569 | 255 | 0.05% | 0.06% | 128 | -585 | -11.35% | Q4 2025 | Jan 07, 2026 |
| Diligent Investors, LLC | History | No change | 4,575 | 255 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,534 | 253 | 0.0% | 0.0% | 129 | -1,400 | -23.59% | Q4 2025 | Jan 26, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,400 | 246 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 4,363 | 243 | 0.21% | 0.21% | 131 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,331 | 242 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 4,298 | 240 | 0.05% | 0.06% | 133 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quartz Partners, LLC | History | New | 4,209 | 235 | 0.09% | — | 134 | +4,209 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,019 | 224 | 0.0% | 0.0% | 135 | +268 | 7.14% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 4,000 | 223 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,962 | 221 | 0.0% | 0.0% | 137 | -1 | -0.03% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,817 | 213 | 0.01% | 0.01% | 138 | -20 | -0.52% | Q4 2025 | Feb 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,725 | 208 | 0.02% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | New | 3,669 | 205 | 0.0% | — | 140 | +3,669 | New | Q4 2025 | Feb 17, 2026 |
| Diesslin Group, Inc. | History | New | 3,598 | 201 | 0.08% | — | 141 | +3,598 | New | Q4 2025 | Feb 25, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 3,581 | 200 | 0.01% | — | 142 | +3,581 | New | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Added to | 3,564 | 199 | 0.0% | 0.0% | 143 | +1,164 | 48.5% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,445 | 193 | 0.01% | 0.01% | 144 | -2,749 | -44.38% | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,982 | 166 | 0.17% | 0.18% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 2,638 | 147 | 0.04% | 0.04% | 146 | -167 | -5.95% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,790 | 100 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 966 | 54 | 0.03% | 0.05% | 148 | -440 | -31.29% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 814 | 45 | 0.0% | — | 149 | +814 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 760 | 42 | 0.0% | 0.0% | 150 | -90 | -10.59% | Q4 2025 | Jan 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 600 | 33 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 435 | 24 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 295 | 16 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Decker Retirement Planning Inc. | History | No change | 253 | 14 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Benson Wealth Management INC | History | New | 236 | 13 | 0.01% | — | 155 | +236 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 175 | 9 | 0.0% | 0.42% | 158 | -16,821 | -98.97% | Q4 2025 | Feb 03, 2026 |
| Nova Wealth Management, Inc. | History | No change | 150 | 8 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 105 | 5 | 0.0% | — | 160 | +105 | New | Q4 2025 | Feb 10, 2026 |
| Noble Wealth Management PBC | History | No change | 100 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -77,420 | -100.0% | Q3 2025 | Oct 22, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.29% | — | -23,308 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,002 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Black Swift Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,626 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,775 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,128 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,539 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -265 | -100.0% | Q3 2025 | Nov 04, 2025 |