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 | 507,759 | 27,784 | 0.01% | 0.01% | 1 | -67,265 | -11.7% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 433,160 | 23,702 | 0.01% | 0.01% | 2 | -280,014 | -39.26% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 320,955 | 17,562 | 0.05% | 0.05% | 3 | -11,136 | -3.35% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 255,851 | 14,000 | 0.03% | 0.03% | 4 | +24,256 | 10.47% | Q1 2026 | May 06, 2026 |
| LM Advisors LLC | History | Reduced | 646 | 12,000 | 0.19% | 0.22% | 5 | -25 | -3.73% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 182,171 | 9,968 | 0.03% | 0.03% | 6 | -29,719 | -14.03% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 174,461 | 9,546 | 0.01% | 0.02% | 7 | -152,974 | -46.72% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 173,683 | 9,503 | 0.01% | 0.02% | 8 | -56,394 | -24.51% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | Reduced | 140,378 | 7,681 | 1.52% | 1.61% | 9 | -1,776 | -1.25% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 126,103 | 6,900 | 0.0% | 0.0% | 10 | -8,821 | -6.54% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 120,848 | 6,612 | 0.01% | 0.01% | 11 | -15,437 | -11.33% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 115,835 | 6,477 | 3.53% | 3.53% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 109,308 | 5,981 | 0.64% | 0.68% | 13 | -4,715 | -4.14% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 108,908 | 5,959 | 0.02% | 0.02% | 14 | +26,972 | 32.92% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 107,774 | 5,897 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SMART Wealth LLC | History | Reduced | 99,358 | 5,436 | 1.59% | 1.77% | 16 | -4,599 | -4.42% | Q1 2026 | Apr 23, 2026 |
| MBL Wealth, LLC | History | Reduced | 91,406 | 5,001 | 0.38% | 0.42% | 17 | -2,722 | -2.89% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 88,514 | 4,843 | 0.01% | 0.01% | 18 | -610 | -0.68% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 78,653 | 4,303 | 0.01% | 0.0% | 19 | +48,406 | 160.04% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 76,649 | 4,194 | 0.08% | 0.09% | 20 | -5,764 | -6.99% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 66,211 | 3,623 | 0.77% | — | 21 | +66,211 | New | Q1 2026 | May 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 57,403 | 3,141 | 0.72% | 0.78% | 22 | -1,179 | -2.01% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 54,948 | 3,006 | 0.04% | 0.07% | 23 | -51,412 | -48.34% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 52,458 | 2,870 | 0.03% | 0.02% | 24 | +28,357 | 117.66% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 50,607 | 2,829 | 0.21% | 0.21% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 36,967 | 2,022 | 0.0% | 0.0% | 26 | -987 | -2.6% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 34,480 | 1,886 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Schulz Wealth, LTD. | History | No change | 33,708 | 1,884 | 1.21% | 1.21% | 28 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 34,214 | 1,872 | 0.0% | 0.0% | 29 | +4,898 | 16.71% | Q1 2026 | May 05, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 33,039 | 1,847 | 1.31% | 1.39% | 30 | -5,044 | -13.24% | Q1 2026 | Apr 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,262 | 1,820 | 0.0% | 0.0% | 31 | -941 | -2.75% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 31,632 | 1,730 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 29,935 | 1,638 | 0.06% | 0.09% | 33 | -14,658 | -32.87% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 26,666 | 1,505 | 0.08% | 0.08% | 34 | +2,220 | 9.08% | Q1 2026 | Apr 17, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 27,335 | 1,495 | 0.16% | 0.19% | 35 | -4,543 | -14.25% | Q1 2026 | May 13, 2026 |
| 1776 Wealth LLC | History | No change | 26,815 | 1,467 | 0.58% | 0.56% | 36 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,547 | 1,452 | 0.0% | 0.0% | 37 | -10,077 | -27.51% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 26,109 | 1,428 | 0.08% | 0.08% | 38 | +3,284 | 14.39% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,885 | 1,416 | 0.02% | 0.02% | 39 | +4,346 | 20.18% | Q1 2026 | May 15, 2026 |
| FWG Investments, LLC. | History | Reduced | 25,568 | 1,399 | 0.89% | 0.98% | 40 | -2,027 | -7.35% | Q1 2026 | Apr 21, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 25,324 | 1,385 | 0.69% | 0.77% | 41 | -1,755 | -6.48% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 23,394 | 1,280 | 0.07% | 0.06% | 42 | +3,186 | 15.77% | Q1 2026 | Apr 30, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 23,126 | 1,265 | 0.09% | 0.18% | 43 | +540 | 2.39% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 22,447 | 1,228 | 0.18% | 0.2% | 44 | -1,540 | -6.42% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,551 | 1,179 | 0.01% | 0.01% | 45 | -235 | -1.08% | Q1 2026 | May 08, 2026 |
| Bleakley Financial Group, LLC | History | No change | 20,136 | 1,101 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 19,543 | 1,069 | 0.0% | 0.0% | 47 | -448 | -2.24% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 18,591 | 1,017 | 0.27% | 0.29% | 48 | -400 | -2.11% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 18,018 | 985 | 0.01% | 0.01% | 49 | +445 | 2.53% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,559 | 960 | 0.01% | 0.0% | 50 | -892 | -4.83% | Q1 2026 | Apr 29, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 16,760 | 917 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 16,272 | 890 | 0.71% | 1.12% | 52 | -9,702 | -37.35% | Q1 2026 | Jun 04, 2026 |
| RFG Advisory, LLC | History | Added to | 15,825 | 865 | 0.02% | 0.02% | 53 | +1,113 | 7.57% | Q1 2026 | Apr 17, 2026 |
| Bison Wealth, LLC | History | No change | 14,314 | 840 | 0.08% | 0.09% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,074 | 770 | 0.0% | 0.0% | 55 | +1,032 | 7.91% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,614 | 744 | 0.02% | 0.02% | 56 | -454 | -3.23% | Q1 2026 | Apr 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,325 | 729 | 0.26% | 0.28% | 57 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,314 | 728 | 0.02% | 0.03% | 58 | -92 | -0.69% | Q1 2026 | Apr 07, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 13,115 | 717 | 0.52% | 0.55% | 59 | -50 | -0.38% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 12,824 | 701 | 0.04% | 0.04% | 60 | +2,000 | 18.48% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 12,756 | 698 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,738 | 697 | 0.01% | 0.01% | 62 | +100 | 0.79% | Q1 2026 | Apr 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 12,251 | 670 | 0.03% | 0.04% | 63 | -2,276 | -15.67% | Q1 2026 | Apr 28, 2026 |
| Crown Wealth Group, LLC | History | No change | 11,699 | 640 | 0.19% | 0.18% | 64 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,337 | 620 | 0.0% | 0.0% | 65 | -208 | -1.8% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,255 | 615 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,189 | 612 | 0.01% | 0.07% | 67 | -44,130 | -79.77% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 11,038 | 604 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,767 | 589 | 0.0% | 0.0% | 69 | -147 | -1.35% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 10,763 | 588 | 0.19% | 0.2% | 70 | -100 | -0.92% | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 10,736 | 587 | 0.11% | 0.18% | 71 | -8,405 | -43.91% | Q1 2026 | May 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,582 | 583 | 0.0% | 0.0% | 72 | -3,719 | -26.01% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,990 | 546 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,920 | 542 | 0.02% | 0.02% | 74 | +599 | 6.43% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,874 | 540 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 9,728 | 532 | 0.17% | 0.17% | 76 | -117 | -1.19% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,639 | 527 | 0.09% | 0.07% | 77 | +881 | 10.06% | Q1 2026 | May 15, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 9,435 | 516 | 0.33% | 0.37% | 78 | -763 | -7.48% | Q1 2026 | May 11, 2026 |
| Faithward Advisors, LLC | History | Reduced | 9,237 | 505 | 0.07% | 0.08% | 79 | -216 | -2.28% | Q1 2026 | Apr 17, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,177 | 502 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 9,170 | 501 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 9,085 | 497 | 0.25% | 0.26% | 82 | -178 | -1.92% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | No change | 8,942 | 489 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harvest Investment Services, LLC | History | Added to | 8,888 | 486 | 0.09% | 0.09% | 84 | +13 | 0.15% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,831 | 483 | 0.01% | 0.01% | 85 | +1,027 | 13.16% | Q1 2026 | Apr 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,598 | 470 | 0.02% | 0.02% | 86 | -170 | -1.94% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | No change | 8,216 | 449 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,821 | 427 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 7,757 | 424 | 0.02% | 0.02% | 89 | -915 | -10.55% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 7,735 | 423 | 0.01% | 0.01% | 90 | +235 | 3.13% | Q1 2026 | Apr 15, 2026 |
| TFB Advisors LLC | History | Reduced | 7,608 | 416 | 0.22% | 0.2% | 91 | -5,477 | -41.86% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,235 | 395 | 0.0% | 0.0% | 92 | -495 | -6.4% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Reduced | 7,058 | 386 | 0.06% | 0.46% | 93 | -43,430 | -86.02% | Q1 2026 | Apr 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 6,731 | 368 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,604 | 361 | 0.01% | 0.01% | 95 | +404 | 6.52% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 6,410 | 350 | 0.07% | 0.08% | 96 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 6,375 | 348 | 0.11% | 0.4% | 97 | -16,869 | -72.57% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,312 | 345 | 0.01% | 0.01% | 98 | -15 | -0.24% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,298 | 344 | 0.01% | — | 99 | +6,298 | New | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,281 | 343 | 0.03% | 0.02% | 100 | -60 | -0.95% | Q1 2026 | Apr 20, 2026 |
| AIFG Consultants Ltd. | History | No change | 6,054 | 338 | 0.58% | 0.58% | 101 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 5,866 | 335 | 0.05% | 0.06% | 102 | +471 | 8.73% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 5,756 | 314 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 5,627 | 313 | 0.26% | 0.28% | 104 | -355 | -5.93% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,622 | 307 | 0.0% | 0.0% | 105 | -158 | -2.73% | Q1 2026 | May 11, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 5,575 | 305 | 0.07% | 0.09% | 106 | -925 | -14.23% | Q1 2026 | Apr 07, 2026 |
| MORGAN STANLEY | History | No change | 5,541 | 303 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,471 | 299 | 0.02% | 0.06% | 108 | -8,852 | -61.8% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,339 | 292 | 0.0% | 0.0% | 109 | +1,320 | 32.84% | Q1 2026 | Apr 24, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,290 | 292 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,320 | 291 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,269 | 290 | 0.0% | 0.0% | 112 | -290 | -5.22% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,180 | 283 | 0.0% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Ignite Planners, LLC | History | Reduced | 5,093 | 278 | 0.04% | 0.04% | 114 | -40 | -0.78% | Q1 2026 | Apr 17, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,597 | 251 | 0.26% | — | 115 | +4,597 | New | Q1 2026 | May 13, 2026 |
| Diligent Investors, LLC | History | No change | 4,575 | 250 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 4,462 | 244 | 0.05% | 0.05% | 117 | -107 | -2.34% | Q1 2026 | Apr 15, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,400 | 240 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,357 | 238 | 0.03% | 0.03% | 119 | -739 | -14.5% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 4,347 | 237 | 0.0% | — | 121 | +4,347 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,343 | 237 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,331 | 236 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quartz Partners, LLC | History | Added to | 4,298 | 235 | 0.09% | 0.09% | 123 | +89 | 2.11% | Q1 2026 | May 05, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 4,298 | 235 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 4,222 | 231 | 0.21% | 0.21% | 125 | -141 | -3.23% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,104 | 224 | 0.0% | 0.0% | 126 | -430 | -9.48% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,817 | 209 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | New | 3,818 | 208 | 0.01% | — | 128 | +3,818 | New | Q1 2026 | Apr 30, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,725 | 203 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | No change | 3,669 | 200 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,361 | 184 | 0.0% | 0.01% | 131 | -84 | -2.44% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 3,004 | 164 | 0.0% | 0.0% | 132 | -560 | -15.71% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,982 | 163 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bravera Wealth | History | No change | 2,853 | 156 | 0.07% | 0.08% | 134 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,638 | 144 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | New | 2,193 | 120 | 0.08% | — | 136 | +2,193 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,790 | 97 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | New | 1,000 | 55 | 0.03% | — | 138 | +1,000 | New | Q1 2026 | Apr 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 966 | 52 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | New | 800 | 43 | 0.01% | — | 140 | +800 | New | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 760 | 41 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 600 | 32 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 435 | 24 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 330 | 18 | 0.0% | 0.0% | 144 | -484 | -59.46% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 295 | 16 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 253 | 13 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Topsail Wealth Management, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 180 | 9 | 0.0% | 0.0% | 148 | -20 | -10.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 175 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 139 | 7 | 0.0% | 0.05% | 150 | -14,065 | -99.02% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 105 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Noble Wealth Management PBC | History | No change | 100 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -119,801 | -100.0% | Q1 2026 | May 05, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.62% | — | -96,343 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.24% | — | -80,111 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -59,272 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Semus Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -23,186 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,177 | -100.0% | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.49% | — | -15,734 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,491 | -100.0% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,625 | -100.0% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -10,235 | -100.0% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -10,036 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,142 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,743 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,318 | -100.0% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,000 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,962 | -100.0% | Q1 2026 | May 15, 2026 |
| Diesslin Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,598 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,581 | -100.0% | Q1 2026 | May 07, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.01% | — | -236 | -100.0% | Q1 2026 | May 12, 2026 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | Apr 14, 2026 |