FIRST TRUST EXCHANGE-TRADED FUND VIII - FJUL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 483,033 | 28,759 | 0.01% | 0.01% | 1 | -24,726 | -4.87% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 320,955 | 17,562 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 275,323 | 16,392 | 0.03% | 0.03% | 3 | +19,472 | 7.61% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 220,831 | 13,148 | 0.03% | 0.03% | 4 | +38,660 | 21.22% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 214,190 | 12,752 | 0.0% | 0.01% | 5 | -218,970 | -50.55% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 163,531 | 9,736 | 0.01% | 0.01% | 6 | -10,930 | -6.27% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 157,523 | 9,378 | 0.01% | 0.01% | 7 | -16,160 | -9.3% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 146,254 | 8,707 | 0.01% | 0.01% | 8 | +25,406 | 21.02% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 138,076 | 8,221 | 1.4% | 1.52% | 9 | -2,302 | -1.64% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Reduced | 114,070 | 6,791 | 0.0% | 0.0% | 10 | -12,033 | -9.54% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 106,614 | 6,347 | 0.01% | 0.01% | 11 | -1,160 | -1.08% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 102,977 | 6,131 | 0.55% | 0.64% | 12 | -6,331 | -5.79% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 91,764 | 5,463 | 0.02% | 0.02% | 13 | -17,144 | -15.74% | Q2 2026 | Jul 28, 2026 |
| SMART Wealth LLC | History | Reduced | 80,703 | 4,805 | 1.04% | 1.59% | 14 | -18,655 | -18.78% | Q2 2026 | Aug 05, 2026 |
| MBL Wealth, LLC | History | Reduced | 80,208 | 4,775 | 0.33% | 0.38% | 15 | -11,198 | -12.25% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 72,749 | 4,331 | 0.01% | 0.01% | 16 | -5,904 | -7.51% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 61,006 | 3,632 | 0.67% | 0.77% | 17 | -5,205 | -7.86% | Q2 2026 | Aug 05, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 57,777 | 3,440 | 0.63% | 0.72% | 18 | +374 | 0.65% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 55,353 | 3,296 | 0.01% | — | 19 | +55,353 | New | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 53,696 | 3,197 | 0.04% | 0.04% | 20 | -1,252 | -2.28% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 52,241 | 3,110 | 0.03% | 0.03% | 21 | -217 | -0.41% | Q2 2026 | Jul 27, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 48,469 | 2,885 | 0.19% | 0.2% | 22 | -1,174 | -2.36% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 36,738 | 2,187 | 0.0% | 0.0% | 23 | +2,524 | 7.38% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 36,130 | 2,151 | 0.0% | 0.0% | 24 | -837 | -2.26% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 34,480 | 2,052 | 0.02% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Schulz Wealth, LTD. | History | New | 33,695 | 2,006 | 1.04% | — | 26 | +33,695 | New | Q2 2026 | Aug 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 31,712 | 1,888 | 0.04% | 0.02% | 27 | +21,792 | 219.68% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 31,632 | 1,883 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 29,935 | 1,782 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | New | 28,119 | 1,674 | 0.02% | — | 31 | +28,119 | New | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,119 | 1,674 | 0.09% | 0.08% | 30 | +1,453 | 5.45% | Q2 2026 | Jul 31, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 26,676 | 1,588 | 0.07% | 0.07% | 32 | +3,282 | 14.03% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 25,220 | 1,501 | 0.02% | 0.02% | 33 | -665 | -2.57% | Q2 2026 | Aug 12, 2026 |
| FWG Investments, LLC. | History | Reduced | 24,300 | 1,446 | 0.77% | 0.89% | 34 | -1,268 | -4.96% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,824 | 1,418 | 0.0% | 0.0% | 35 | +16,589 | 229.29% | Q2 2026 | Sep 02, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 22,986 | 1,414 | 0.07% | 0.09% | 36 | -140 | -0.61% | Q2 2026 | Aug 14, 2026 |
| 1776 Wealth LLC | History | Reduced | 23,365 | 1,391 | 0.49% | 0.58% | 37 | -3,450 | -12.87% | Q2 2026 | Aug 10, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 23,313 | 1,388 | 0.13% | 0.16% | 38 | -4,022 | -14.71% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,938 | 1,365 | 0.0% | 0.0% | 39 | -10,324 | -31.04% | Q2 2026 | Jul 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 22,587 | 1,344 | 0.64% | 0.69% | 40 | -2,737 | -10.81% | Q2 2026 | Jul 31, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 22,339 | 1,330 | 0.84% | 1.31% | 41 | -10,700 | -32.39% | Q2 2026 | Jul 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 22,157 | 1,319 | 0.16% | 0.18% | 42 | -290 | -1.29% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 21,096 | 1,256 | 0.0% | 0.0% | 43 | +1,553 | 7.95% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,418 | 1,215 | 0.01% | 0.01% | 44 | -1,133 | -5.26% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 19,330 | 1,150 | 0.01% | 0.02% | 45 | -806 | -4.0% | Q2 2026 | Aug 05, 2026 |
| Accel Wealth Management | History | No change | 18,591 | 1,106 | 0.25% | 0.27% | 46 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 18,497 | 1,101 | 0.02% | — | 47 | +18,497 | New | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 17,532 | 1,043 | 0.02% | 0.02% | 48 | +1,707 | 10.79% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 14,575 | 867 | 0.01% | 0.01% | 49 | -3,443 | -19.11% | Q2 2026 | Aug 06, 2026 |
| Bison Wealth, LLC | History | No change | 14,314 | 854 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 14,245 | 848 | 0.03% | 0.04% | 51 | -2,515 | -15.01% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,645 | 812 | 0.02% | 0.02% | 52 | +331 | 2.49% | Q2 2026 | Jul 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,325 | 793 | 0.26% | 0.26% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 13,115 | 780 | 0.51% | 0.52% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 12,936 | 770 | 0.53% | 0.71% | 56 | -3,336 | -20.5% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,935 | 770 | 0.01% | 0.02% | 55 | -679 | -4.99% | Q2 2026 | Jul 20, 2026 |
| LM Advisors LLC | History | Added to | 12,000 | 713 | 0.08% | 0.19% | 57 | +11,354 | 1757.59% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12,824 | 701 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crown Wealth Group, LLC | History | No change | 11,699 | 696 | 0.18% | 0.19% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TFB Advisors LLC | History | Added to | 11,512 | 685 | 0.3% | 0.22% | 60 | +3,904 | 51.31% | Q2 2026 | Aug 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 11,284 | 671 | 0.03% | 0.04% | 61 | -1,472 | -11.54% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,255 | 670 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 11,233 | 668 | 0.0% | 0.0% | 63 | +466 | 4.33% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | Added to | 11,200 | 666 | 0.0% | 0.0% | 64 | +6,853 | 157.65% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,124 | 662 | 0.01% | 0.08% | 65 | -65,525 | -85.49% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,028 | 656 | 0.01% | 0.01% | 66 | -1,710 | -13.42% | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 10,950 | 651 | 0.11% | 0.11% | 67 | +214 | 1.99% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,912 | 650 | 0.03% | 0.03% | 68 | -126 | -1.14% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | New | 10,691 | 635 | 0.0% | — | 69 | +10,691 | New | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,534 | 627 | 0.18% | 0.19% | 70 | -229 | -2.13% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,117 | 604 | 0.0% | 0.0% | 71 | -465 | -4.39% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,990 | 594 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,874 | 587 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,765 | 581 | 0.01% | 0.01% | 74 | -1,424 | -12.73% | Q2 2026 | Aug 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 9,698 | 577 | 0.16% | 0.17% | 75 | -30 | -0.31% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 9,599 | 571 | 0.08% | 0.09% | 76 | -40 | -0.41% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,201 | 547 | 0.01% | 0.01% | 77 | +259 | 2.9% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | Reduced | 9,155 | 545 | 0.07% | 0.07% | 78 | -82 | -0.89% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 9,170 | 545 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Griffith & Werner, Inc. | History | No change | 9,085 | 541 | 0.25% | 0.25% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,932 | 531 | 0.03% | 0.08% | 81 | -17,177 | -65.79% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,885 | 529 | 0.0% | 0.0% | 82 | -2,452 | -21.63% | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 8,860 | 527 | 0.31% | 0.33% | 83 | -575 | -6.09% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,833 | 525 | 0.01% | 0.01% | 84 | +2 | 0.02% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,685 | 517 | 0.0% | 0.0% | 85 | -5,389 | -38.29% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 8,110 | 482 | 0.0% | 0.0% | 86 | -106 | -1.29% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 8,039 | 479 | 0.0% | — | 87 | +8,039 | New | Q2 2026 | Jul 20, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 7,890 | 469 | 0.07% | 0.09% | 88 | -998 | -11.23% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 7,854 | 467 | 0.02% | 0.02% | 89 | +97 | 1.25% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,821 | 465 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,176 | 427 | 0.01% | 0.02% | 91 | -1,422 | -16.54% | Q2 2026 | Jul 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,735 | 423 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 7,088 | 422 | 0.02% | 0.03% | 93 | -5,163 | -42.14% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,972 | 415 | 0.0% | 0.0% | 94 | +1,703 | 32.32% | Q2 2026 | Jul 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,530 | 388 | 0.01% | 0.01% | 95 | -74 | -1.12% | Q2 2026 | Aug 13, 2026 |
| Opes Wealth Management LLC | History | No change | 7,058 | 386 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,483 | 385 | 0.0% | — | 97 | +6,483 | New | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 6,410 | 381 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 6,143 | 365 | 0.08% | 0.12% | 99 | -3,034 | -33.06% | Q2 2026 | Aug 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,122 | 364 | 0.02% | 0.03% | 100 | -159 | -2.53% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 5,891 | 350 | 0.04% | 0.05% | 101 | -840 | -12.48% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 5,756 | 342 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,688 | 338 | 0.0% | 0.0% | 103 | -20,859 | -78.57% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,583 | 332 | 0.0% | 0.0% | 104 | -39 | -0.69% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Advisors,llc | History | No change | 5,575 | 331 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MORGAN STANLEY | History | No change | 5,541 | 329 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 5,395 | 321 | 0.03% | 0.05% | 107 | -471 | -8.03% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,320 | 316 | 0.06% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,180 | 308 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,085 | 302 | 0.02% | 0.02% | 110 | -386 | -7.06% | Q2 2026 | Aug 04, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 4,992 | 297 | 0.09% | 0.11% | 111 | -1,383 | -21.69% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | New | 4,774 | 284 | 0.0% | — | 112 | +4,774 | New | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 4,725 | 281 | 0.02% | 0.01% | 113 | -1,573 | -24.98% | Q2 2026 | Aug 04, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 4,694 | 279 | 0.01% | 0.02% | 114 | -596 | -11.27% | Q2 2026 | Jul 09, 2026 |
| Diligent Investors, LLC | History | No change | 4,575 | 272 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,400 | 261 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clear Creek Financial Management, LLC | History | New | 4,368 | 260 | 0.02% | — | 117 | +4,368 | New | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,331 | 257 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 4,298 | 255 | 0.04% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quartz Partners, LLC | History | Reduced | 4,228 | 251 | 0.08% | 0.09% | 120 | -70 | -1.63% | Q2 2026 | Aug 10, 2026 |
| Ignite Planners, LLC | History | Reduced | 4,103 | 244 | 0.03% | 0.04% | 121 | -990 | -19.44% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 4,090 | 243 | 0.02% | — | 122 | +4,090 | New | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,031 | 240 | 0.0% | 0.01% | 123 | -312 | -7.18% | Q2 2026 | Jul 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 4,039 | 240 | 0.19% | 0.21% | 124 | -183 | -4.33% | Q2 2026 | Jul 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,765 | 224 | 0.01% | 0.01% | 125 | -52 | -1.36% | Q2 2026 | Jul 28, 2026 |
| Csenge Advisory Group | History | Reduced | 3,730 | 222 | 0.01% | 0.01% | 126 | -88 | -2.3% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 3,669 | 218 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diesslin Group, Inc. | History | New | 3,598 | 214 | 0.08% | — | 128 | +3,598 | New | Q2 2026 | Jul 02, 2026 |
| Hilltop Holdings Inc. | History | New | 3,584 | 213 | 0.02% | — | 130 | +3,584 | New | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 3,581 | 213 | 0.01% | — | 131 | +3,581 | New | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,590 | 213 | 0.0% | 0.0% | 129 | -514 | -12.52% | Q2 2026 | Jul 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 3,561 | 212 | 0.01% | — | 132 | +3,561 | New | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | New | 3,466 | 206 | 0.0% | — | 133 | +3,466 | New | Q2 2026 | Jul 28, 2026 |
| BARCLAYS PLC | History | Added to | 3,379 | 201 | 0.0% | 0.0% | 134 | +375 | 12.48% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 3,377 | 200 | 0.2% | 0.26% | 135 | -2,250 | -39.99% | Q2 2026 | Aug 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,369 | 200 | 0.01% | 0.02% | 137 | -356 | -9.56% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | No change | 3,361 | 200 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,982 | 177 | 0.18% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bravera Wealth | History | No change | 2,853 | 169 | 0.06% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,638 | 157 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | New | 2,016 | 120 | 0.01% | — | 141 | +2,016 | New | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,790 | 106 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | Reduced | 1,499 | 89 | 0.04% | 0.08% | 143 | -694 | -31.65% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 1,047 | 62 | 0.0% | — | 144 | +1,047 | New | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,000 | 59 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 966 | 57 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 800 | 47 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 760 | 45 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 600 | 35 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 435 | 25 | 0.0% | — | 150 | +435 | New | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 295 | 17 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 255 | 15 | 0.0% | — | 153 | +255 | New | Q2 2026 | Jul 23, 2026 |
| Decker Retirement Planning Inc. | History | No change | 253 | 15 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Topsail Wealth Management, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 180 | 10 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 139 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 105 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 70 | 4 | 0.0% | — | 158 | +70 | New | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 50 | 2 | 0.0% | 0.0% | 159 | -50 | -50.0% | Q2 2026 | Jul 01, 2026 |
| Bullseye Investment Management, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| SACKS & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 4.21% | — | -103,582 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -88,514 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,559 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,312 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,339 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -4,597 | -100.0% | Q2 2026 | Jul 06, 2026 |
| WESPAC Advisors SoCal, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,462 | -100.0% | Q2 2026 | Jul 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,357 | -100.0% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10 | 0 | — | 0.0% | — | -320 | -96.97% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q2 2026 | Aug 13, 2026 |