FIRST TRUST EXCHANGE-TRADED FUND VIII - FJUN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Avantra Family Wealth, Inc. | History | Added to | 68,317 | 3,860 | 2.87% | 2.79% | 1 | +785 | 1.16% | Q1 2026 | Apr 22, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 67,853 | 3,833 | 1.54% | 1.61% | 2 | -945 | -1.37% | Q1 2026 | Apr 23, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 59,110 | 3,368 | 0.2% | 0.21% | 3 | -521 | -0.87% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 53,172 | 3,022 | 0.01% | 0.0% | 4 | -9,646 | -15.36% | Q1 2026 | Apr 08, 2026 |
| Faithward Advisors, LLC | History | Added to | 75,176 | 2,864 | 0.41% | 0.31% | 5 | +38,184 | 103.22% | Q1 2026 | Apr 17, 2026 |
| FWG Investments, LLC. | History | Reduced | 44,229 | 2,499 | 1.59% | 1.68% | 6 | -1,866 | -4.05% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 42,586 | 2,406 | 0.06% | 0.06% | 7 | +346 | 0.82% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34,520 | 1,961 | 0.02% | 0.02% | 8 | -576 | -1.64% | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,474 | 1,891 | 0.02% | 0.01% | 9 | +23,953 | 251.58% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 32,028 | 1,809 | 0.07% | 0.07% | 10 | -165 | -0.51% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 26,821 | 1,515 | 0.02% | 0.02% | 11 | -525 | -1.92% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 26,596 | 1,502 | 0.09% | 0.09% | 12 | -461 | -1.7% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 25,774 | 1,495 | 0.08% | 0.08% | 13 | +2,219 | 9.42% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 24,913 | 1,408 | 0.0% | 0.0% | 14 | -3,400 | -12.01% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 22,576 | 1,275 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,770 | 1,004 | 0.07% | 0.03% | 16 | +10,459 | 143.06% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 16,300 | 920 | 0.14% | 0.18% | 17 | -4,231 | -20.61% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,502 | 875 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Added to | 13,428 | 758 | 0.01% | 0.01% | 19 | +1,295 | 10.67% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,833 | 725 | 0.02% | 0.03% | 20 | -48 | -0.37% | Q1 2026 | Apr 07, 2026 |
| SWMG, LLC | History | No change | 12,178 | 688 | 0.2% | 0.19% | 21 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 11,788 | 666 | 0.22% | 0.24% | 22 | -625 | -5.04% | Q1 2026 | Apr 09, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 9,443 | 533 | 0.49% | 0.49% | 23 | -290 | -2.98% | Q1 2026 | Apr 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,864 | 501 | 0.0% | 0.0% | 24 | +1,267 | 16.68% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Reduced | 8,335 | 470 | 0.01% | 0.01% | 25 | -169 | -1.99% | Q1 2026 | Apr 16, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 7,925 | 447 | 0.12% | 0.14% | 26 | -158 | -1.95% | Q1 2026 | Apr 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,602 | 429 | 0.01% | 0.01% | 27 | -3 | -0.04% | Q1 2026 | Apr 09, 2026 |
| TFB Advisors LLC | History | Reduced | 7,370 | 416 | 0.22% | 0.24% | 28 | -7,946 | -51.88% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,338 | 358 | 0.01% | 0.01% | 29 | -1,631 | -20.47% | Q1 2026 | Apr 13, 2026 |
| AdviceOne Advisory Services, LLC | History | No change | 6,174 | 348 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 5,727 | 323 | 0.19% | 0.24% | 31 | -1,582 | -21.64% | Q1 2026 | Apr 21, 2026 |
| VVR Holdings LLC | History | No change | 4,389 | 247 | 0.13% | 0.13% | 32 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Chris Bulman Inc | History | Reduced | 4,351 | 245 | 0.11% | 0.11% | 33 | -49 | -1.11% | Q1 2026 | Apr 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 4,245 | 241 | 0.03% | 0.04% | 34 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,066 | 229 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,602 | 90 | 0.01% | 0.02% | 36 | -2,466 | -60.62% | Q1 2026 | Apr 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,600 | 90 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 690 | 38 | 0.0% | 0.0% | 38 | -300 | -30.3% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 128 | 7 | 0.0% | — | 39 | +128 | New | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -519,313 | -100.0% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -327,814 | -100.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -230,180 | -100.0% | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -226,500 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.01% | — | -205,789 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -197,992 | -100.0% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -162,448 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.73% | — | -140,953 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -126,038 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125,070 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -122,772 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -99,928 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Foguth Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.79% | — | -89,372 | -100.0% | Q4 2025 | Jan 05, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -80,709 | -100.0% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -79,087 | -100.0% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.05% | — | -76,120 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -68,846 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -66,833 | -100.0% | Q4 2025 | Feb 09, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -63,970 | -100.0% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -59,993 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -57,711 | -100.0% | Q4 2025 | Mar 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -44,394 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,812 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -41,892 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -41,551 | -100.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,919 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -35,389 | -100.0% | Q4 2025 | Feb 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -34,184 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.94% | — | -32,655 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,453 | -100.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,222 | -100.0% | Q4 2025 | Feb 02, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -28,900 | -100.0% | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.02% | — | -26,875 | -100.0% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -24,075 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,555 | -100.0% | Q4 2025 | Feb 02, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.21% | — | -21,833 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,601 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,134 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,277 | -100.0% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,109 | -100.0% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,801 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,968 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -14,815 | -100.0% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -14,593 | -100.0% | Q4 2025 | Feb 13, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.09% | — | -13,849 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,838 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -13,061 | -100.0% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,349 | -100.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,657 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,628 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Plotkin Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -10,509 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,291 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,600 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.12% | — | -9,535 | -100.0% | Q4 2025 | Jan 30, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -9,250 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,182 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -8,574 | -100.0% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,952 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,445 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -7,396 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,865 | -100.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,840 | -100.0% | Q4 2025 | Jan 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,314 | -100.0% | Q4 2025 | Feb 04, 2026 |
| UPTICK PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,192 | -100.0% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -6,067 | -100.0% | Q4 2025 | Mar 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,057 | -100.0% | Q4 2025 | Feb 12, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,035 | -100.0% | Q4 2025 | Feb 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,838 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,825 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,693 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,605 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Maltin Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -5,524 | -100.0% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,405 | -100.0% | Q4 2025 | Mar 25, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,008 | -100.0% | Q4 2025 | Mar 24, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.24% | — | -4,939 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,931 | -100.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,902 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,755 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,710 | -100.0% | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,604 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,497 | -100.0% | Q4 2025 | Feb 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,300 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,157 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,968 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,907 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Allen Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,766 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,717 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Sloy Dahl & Holst, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,630 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,600 | -100.0% | Q4 2025 | Feb 06, 2026 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -2,782 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,858 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,393 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,221 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,151 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -906 | -100.0% | Q4 2025 | Jan 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -736 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -659 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.03% | — | -488 | -100.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q4 2025 | Jan 21, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q4 2025 | Feb 13, 2026 |