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 | No change | 483,033 | 28,759 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 295,132 | 18,065 | 0.03% | 0.03% | 2 | +19,809 | 7.19% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 220,831 | 13,148 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 214,190 | 12,752 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| REAP Financial Group, LLC | History | Added to | 164,670 | 10,079 | 1.65% | 1.4% | 5 | +26,594 | 19.26% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 163,531 | 9,736 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 151,882 | 9,296 | 0.01% | 0.01% | 7 | -5,641 | -3.58% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Added to | 146,289 | 8,954 | 0.09% | 0.0% | 8 | +142,823 | 4120.69% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 146,254 | 8,707 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 114,070 | 6,791 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 110,625 | 6,771 | 0.02% | 0.02% | 11 | +18,861 | 20.55% | Q3 2026 | Nov 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 106,614 | 6,347 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 98,631 | 6,037 | 0.53% | 0.55% | 13 | -4,346 | -4.22% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 89,130 | 5,456 | 0.01% | — | 14 | +89,130 | New | Q3 2026 | Nov 02, 2026 |
| BAM Wealth Management, LLC | History | New | 83,151 | 5,089 | 2.75% | — | 15 | +83,151 | New | Q3 2026 | Oct 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 76,866 | 4,704 | 0.28% | 0.33% | 16 | -3,342 | -4.17% | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 72,749 | 4,331 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMART Wealth LLC | History | Reduced | 62,672 | 3,836 | 0.78% | 1.04% | 18 | -18,031 | -22.34% | Q3 2026 | Nov 04, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 61,614 | 3,775 | 0.67% | 0.67% | 19 | +608 | 1.0% | Q3 2026 | Nov 03, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 57,777 | 3,440 | 0.63% | 0.63% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 55,353 | 3,296 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 52,850 | 3,234 | 0.02% | 0.03% | 22 | +609 | 1.17% | Q3 2026 | Oct 16, 2026 |
| STEPHENS INC /AR/ | History | No change | 53,696 | 3,197 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 48,469 | 2,885 | 0.19% | 0.19% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 36,738 | 2,187 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 36,130 | 2,151 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 35,122 | 2,149 | 0.0% | 0.0% | 27 | +12,184 | 53.12% | Q3 2026 | Oct 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 34,047 | 2,084 | 0.02% | 0.02% | 28 | -433 | -1.26% | Q3 2026 | Oct 23, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 33,692 | 2,062 | 0.97% | 1.04% | 29 | -3 | -0.01% | Q3 2026 | Nov 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,863 | 1,950 | 0.1% | 0.09% | 30 | +3,744 | 13.31% | Q3 2026 | Oct 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 31,006 | 1,897 | 0.06% | 0.06% | 31 | +1,071 | 3.58% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 31,712 | 1,888 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 31,632 | 1,883 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FWG Investments, LLC. | History | Added to | 27,440 | 1,679 | 0.81% | 0.77% | 34 | +3,140 | 12.92% | Q3 2026 | Nov 03, 2026 |
| Horizon Investments, LLC | History | No change | 28,119 | 1,674 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | New | 26,403 | 1,616 | 0.04% | — | 36 | +26,403 | New | Q3 2026 | Oct 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 26,676 | 1,588 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 25,220 | 1,501 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 24,353 | 1,490 | 0.07% | 0.03% | 39 | +15,421 | 172.65% | Q3 2026 | Oct 22, 2026 |
| Synergy Asset Management, LLC | History | Added to | 23,909 | 1,463 | 0.13% | 0.13% | 40 | +596 | 2.56% | Q3 2026 | Nov 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 23,588 | 1,443 | 0.17% | 0.16% | 41 | +1,431 | 6.46% | Q3 2026 | Oct 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,824 | 1,418 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KINTRA WEALTH, LLC | History | No change | 22,986 | 1,414 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1776 Wealth LLC | History | No change | 23,365 | 1,391 | 0.49% | 0.49% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 22,088 | 1,352 | 0.85% | 0.84% | 45 | -251 | -1.12% | Q3 2026 | Oct 20, 2026 |
| Integrity Financial Corp /WA | History | No change | 22,587 | 1,344 | 0.64% | 0.64% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 21,096 | 1,256 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20,418 | 1,215 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,152 | 1,184 | 0.0% | 0.0% | 49 | +9,035 | 89.31% | Q3 2026 | Oct 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 19,330 | 1,150 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Added to | 18,392 | 1,125 | 0.02% | 0.02% | 51 | +860 | 4.91% | Q3 2026 | Nov 03, 2026 |
| Accel Wealth Management | History | Reduced | 18,241 | 1,116 | 0.24% | 0.25% | 52 | -350 | -1.88% | Q3 2026 | Oct 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 18,497 | 1,101 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 15,464 | 946 | 0.01% | 0.01% | 54 | +4,436 | 40.22% | Q3 2026 | Oct 26, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,666 | 897 | 0.01% | 0.01% | 55 | +3,542 | 31.84% | Q3 2026 | Oct 28, 2026 |
| Bison Wealth, LLC | History | No change | 14,314 | 888 | 0.07% | 0.08% | 56 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 14,575 | 867 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 14,245 | 848 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFB Advisors LLC | History | Added to | 13,703 | 838 | 0.34% | 0.3% | 59 | +2,191 | 19.03% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,651 | 835 | 0.02% | 0.02% | 60 | +6 | 0.04% | Q3 2026 | Oct 08, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 13,115 | 802 | 0.5% | 0.51% | 61 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Added to | 12,981 | 794 | 0.01% | 0.01% | 62 | +46 | 0.36% | Q3 2026 | Oct 16, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,325 | 793 | 0.26% | 0.26% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 12,688 | 776 | 0.22% | 0.18% | 64 | +2,154 | 20.45% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,743 | 718 | 0.01% | 0.0% | 65 | +4,771 | 68.43% | Q3 2026 | Oct 08, 2026 |
| Crown Wealth Group, LLC | History | No change | 11,699 | 716 | 0.18% | 0.18% | 66 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LM Advisors LLC | History | No change | 12,000 | 713 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | New | 11,488 | 703 | 0.01% | — | 68 | +11,488 | New | Q3 2026 | Oct 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 11,259 | 689 | 0.04% | 0.03% | 69 | -25 | -0.22% | Q3 2026 | Oct 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,255 | 688 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 11,233 | 668 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | No change | 11,200 | 666 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 10,950 | 651 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,912 | 650 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,691 | 635 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | Added to | 10,145 | 621 | 0.02% | 0.02% | 76 | +2,291 | 29.17% | Q3 2026 | Nov 03, 2026 |
| Grantvest Financial Group LLC | History | Added to | 10,015 | 613 | 0.35% | 0.31% | 77 | +1,155 | 13.04% | Q3 2026 | Oct 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,990 | 594 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,874 | 587 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,765 | 581 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 9,698 | 577 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9,599 | 571 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 9,201 | 547 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 9,155 | 545 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,885 | 529 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 8,600 | 526 | 0.02% | 0.02% | 86 | +1,512 | 21.33% | Q3 2026 | Oct 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,685 | 517 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 8,361 | 511 | 0.35% | 0.53% | 88 | -4,575 | -35.37% | Q3 2026 | Oct 09, 2026 |
| Capital Asset Advisory Services LLC | History | New | 8,176 | 500 | 0.02% | — | 90 | +8,176 | New | Q3 2026 | Oct 30, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 8,175 | 500 | 0.2% | 0.25% | 89 | -910 | -10.02% | Q3 2026 | Nov 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,140 | 498 | 0.0% | 0.0% | 91 | +101 | 1.26% | Q3 2026 | Oct 26, 2026 |
| Cerity Partners LLC | History | No change | 8,110 | 482 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 7,890 | 469 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,821 | 465 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Archer Investment Corp | History | Added to | 7,272 | 445 | 0.08% | 0.07% | 95 | +862 | 13.45% | Q3 2026 | Nov 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,242 | 443 | 0.01% | 0.01% | 96 | +66 | 0.92% | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 6,863 | 420 | 0.03% | 0.02% | 97 | +1,107 | 19.23% | Q3 2026 | Oct 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 6,665 | 407 | 0.02% | — | 98 | +6,665 | New | Q3 2026 | Oct 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,530 | 388 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,301 | 385 | 0.01% | 0.0% | 100 | +2,270 | 56.31% | Q3 2026 | Oct 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,483 | 385 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 6,143 | 376 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MFG Investments, LLC | History | New | 6,077 | 371 | 0.4% | — | 103 | +6,077 | New | Q3 2026 | Oct 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,122 | 364 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 5,891 | 360 | 0.03% | 0.04% | 105 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 5,776 | 353 | 0.0% | — | 106 | +5,776 | New | Q3 2026 | Oct 23, 2026 |
| Sage Capital Advisors,llc | History | No change | 5,575 | 341 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,583 | 340 | 0.0% | 0.01% | 108 | -3,250 | -36.79% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,688 | 338 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | New | 5,425 | 332 | 0.12% | — | 111 | +5,425 | New | Q3 2026 | Oct 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,583 | 332 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,541 | 329 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,395 | 321 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,170 | 316 | 0.06% | 0.06% | 114 | -150 | -2.82% | Q3 2026 | Oct 16, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,049 | 309 | 0.01% | 0.02% | 115 | -36 | -0.71% | Q3 2026 | Oct 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,180 | 308 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 4,900 | 299 | 0.05% | — | 117 | +4,900 | New | Q3 2026 | Oct 21, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 4,694 | 291 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ignite Planners, LLC | History | Added to | 4,738 | 290 | 0.04% | 0.03% | 119 | +635 | 15.48% | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 4,774 | 284 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,725 | 281 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diligent Investors, LLC | History | No change | 4,575 | 280 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,450 | 272 | 0.01% | 0.01% | 123 | +685 | 18.19% | Q3 2026 | Oct 22, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,400 | 269 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quartz Partners, LLC | History | No change | 4,228 | 258 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,331 | 257 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 4,039 | 247 | 0.19% | 0.19% | 127 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,090 | 243 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | Reduced | 3,684 | 225 | 0.01% | 0.01% | 129 | -46 | -1.23% | Q3 2026 | Nov 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 3,581 | 219 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Waverly Advisors, LLC | History | No change | 3,669 | 218 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 3,584 | 213 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 3,590 | 213 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | New | 3,476 | 212 | 0.0% | — | 135 | +3,476 | New | Q3 2026 | Nov 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,561 | 212 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAMONTES CAPITAL, LLC | History | New | 3,294 | 201 | 0.06% | — | 137 | +3,294 | New | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | No change | 3,379 | 201 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 3,377 | 200 | 0.2% | 0.2% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 3,361 | 200 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,369 | 200 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,982 | 182 | 0.18% | 0.18% | 141 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bravera Wealth | History | No change | 2,853 | 169 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,638 | 157 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,146 | 127 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 2,146 | 127 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Continuum Advisory, LLC | History | No change | 2,016 | 120 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,790 | 106 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | No change | 1,499 | 89 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,047 | 62 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,000 | 61 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 966 | 57 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 800 | 48 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 760 | 45 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 600 | 36 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 435 | 25 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 343 | 20 | 0.01% | 0.0% | 156 | +88 | 34.51% | Q3 2026 | Oct 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 295 | 17 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 255 | 15 | 0.0% | 0.0% | 158 | +116 | 83.45% | Q3 2026 | Nov 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 180 | 10 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 105 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 70 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,170 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,992 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,368 | -100.0% | Q3 2026 | Oct 28, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,298 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Diesslin Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,598 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -253 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2026 | Oct 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |