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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 560,836 | 33,622 | 0.01% | 0.01% | 1 | +62,306 | 12.5% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 390,534 | 23,412 | 0.02% | 0.02% | 2 | +135,144 | 52.92% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 297,435 | 17,831 | 0.02% | 0.02% | 3 | +11,689 | 4.09% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | Added to | 272,104 | 16,312 | 0.03% | 0.03% | 4 | +23,771 | 9.57% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | Added to | 250,168 | 14,997 | 0.15% | 0.06% | 5 | +155,657 | 164.7% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 243,513 | 14,598 | 0.0% | 0.0% | 6 | +119,123 | 95.77% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 202,177 | 12,120 | 0.0% | 0.0% | 7 | -1,874 | -0.92% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 176,510 | 10,581 | 1.96% | 2.14% | 8 | -843 | -0.48% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 185,966 | 10,507 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 160,253 | 9,607 | 0.01% | 0.01% | 10 | +25,456 | 18.88% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 150,577 | 9,027 | 1.73% | 1.72% | 11 | +3,047 | 2.07% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 132,079 | 7,918 | 0.03% | 0.03% | 12 | +1,149 | 0.88% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 120,643 | 7,232 | 0.01% | 0.01% | 13 | +5,045 | 4.36% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 118,687 | 7,115 | 0.01% | 0.01% | 14 | -11,856 | -9.08% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 93,057 | 5,578 | 0.01% | 0.01% | 15 | +23,317 | 33.43% | Q2 2026 | Aug 07, 2026 |
| BAM Wealth Management, LLC | History | New | 92,263 | 5,531 | 3.46% | — | 16 | +92,263 | New | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 71,442 | 4,282 | 0.09% | 0.02% | 17 | +53,252 | 292.75% | Q2 2026 | Aug 13, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 68,796 | 4,124 | 2.63% | 2.87% | 18 | +479 | 0.7% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 68,550 | 4,109 | 0.03% | 0.03% | 19 | +649 | 0.96% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 67,603 | 4,052 | 1.52% | 1.54% | 20 | -250 | -0.37% | Q2 2026 | Jul 22, 2026 |
| REAP Financial Group, LLC | History | Added to | 66,920 | 4,011 | 0.68% | 0.71% | 21 | +3,324 | 5.23% | Q2 2026 | Aug 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 65,191 | 3,908 | 0.98% | 1.02% | 22 | -793 | -1.2% | Q2 2026 | Aug 03, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 64,841 | 3,875 | 0.44% | 0.46% | 23 | -1,801 | -2.7% | Q2 2026 | Jul 21, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 58,699 | 3,519 | 0.19% | 0.2% | 24 | -411 | -0.7% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 53,661 | 3,216 | 0.04% | 0.04% | 25 | +4,310 | 8.73% | Q2 2026 | Aug 12, 2026 |
| FWG Investments, LLC. | History | Added to | 49,426 | 2,963 | 1.57% | 1.59% | 26 | +5,197 | 11.75% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | New | 49,202 | 2,949 | 0.02% | — | 27 | +49,202 | New | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 43,126 | 2,585 | 0.01% | 0.01% | 28 | +186 | 0.43% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 42,839 | 2,568 | 0.0% | 0.0% | 29 | -6,752 | -13.62% | Q2 2026 | Aug 13, 2026 |
| Quartz Partners, LLC | History | Added to | 42,824 | 2,567 | 0.84% | 0.92% | 30 | +786 | 1.87% | Q2 2026 | Aug 10, 2026 |
| LM Advisors LLC | History | Added to | 42,668 | 2,558 | 0.3% | 0.67% | 31 | +40,277 | 1684.53% | Q2 2026 | Aug 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 42,586 | 2,406 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 38,473 | 2,306 | 0.04% | 0.04% | 33 | -822 | -2.09% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 37,590 | 2,253 | 0.73% | 0.72% | 34 | +2,201 | 6.22% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 37,548 | 2,251 | 0.02% | 0.03% | 35 | -3,346 | -8.18% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,631 | 2,135 | 0.02% | 0.02% | 36 | +1,111 | 3.22% | Q2 2026 | Jul 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 33,711 | 2,020 | 0.25% | 0.28% | 37 | -172 | -0.51% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,334 | 1,998 | 0.0% | 0.0% | 38 | +8,421 | 33.8% | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 32,053 | 1,971 | 0.1% | 0.12% | 39 | +2,481 | 8.39% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 32,747 | 1,963 | 0.02% | 0.02% | 40 | -727 | -2.17% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 32,728 | 1,962 | 0.03% | 0.03% | 41 | -1,130 | -3.34% | Q2 2026 | Aug 10, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 35,163 | 1,957 | 1.47% | — | 42 | +35,163 | New | Q2 2026 | Jul 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 31,865 | 1,910 | 0.06% | 0.07% | 43 | -163 | -0.51% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 30,448 | 1,825 | 0.03% | 0.02% | 44 | +13,480 | 79.44% | Q2 2026 | Jul 31, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 28,708 | 1,721 | 0.82% | 0.82% | 45 | -457 | -1.57% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 28,184 | 1,689 | 0.03% | 0.04% | 46 | +11,465 | 68.57% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | Reduced | 28,170 | 1,688 | 0.21% | 0.41% | 47 | -47,006 | -62.53% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | Reduced | 27,300 | 1,636 | 0.02% | 0.03% | 49 | -23,758 | -46.53% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,300 | 1,636 | 0.08% | 0.08% | 48 | +1,526 | 5.92% | Q2 2026 | Jul 31, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 27,103 | 1,624 | 0.08% | 0.09% | 50 | +507 | 1.91% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 25,892 | 1,552 | 0.08% | 0.03% | 51 | +15,536 | 150.02% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,791 | 1,546 | 0.02% | 0.02% | 52 | -1,030 | -3.84% | Q2 2026 | Jul 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 23,286 | 1,395 | 0.07% | 0.07% | 53 | +5,516 | 31.04% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,406 | 1,283 | 0.0% | 0.0% | 54 | -4,205 | -16.42% | Q2 2026 | Jul 28, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 20,601 | 1,235 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,665 | 1,178 | 0.01% | 0.02% | 56 | -2,911 | -12.89% | Q2 2026 | Jul 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 18,766 | 1,125 | 0.04% | — | 57 | +18,766 | New | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,551 | 1,112 | 0.01% | 0.01% | 58 | +750 | 4.21% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,069 | 1,083 | 0.0% | 0.0% | 59 | -22 | -0.12% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 17,467 | 1,047 | 0.01% | 0.01% | 60 | +9,132 | 109.56% | Q2 2026 | Jul 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 17,251 | 1,034 | 0.03% | — | 61 | +17,251 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 15,893 | 953 | 0.0% | 0.0% | 62 | -6,646 | -29.49% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 15,797 | 947 | 0.27% | 0.22% | 63 | +4,009 | 34.01% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,502 | 929 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | Added to | 15,162 | 908 | 0.01% | 0.01% | 65 | +1,734 | 12.91% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,050 | 902 | 0.02% | 0.01% | 66 | +4,759 | 46.24% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 15,005 | 899 | 0.01% | 0.01% | 67 | +2,857 | 23.52% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 14,890 | 892 | 0.01% | 0.02% | 68 | -11,985 | -44.6% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 14,520 | 870 | 0.01% | 0.01% | 69 | -2,575 | -15.06% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,297 | 797 | 0.0% | 0.0% | 70 | -3,923 | -22.78% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,238 | 793 | 0.0% | 0.0% | 71 | +2,866 | 27.63% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,136 | 787 | 0.02% | 0.02% | 72 | +303 | 2.36% | Q2 2026 | Jul 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 12,938 | 775 | 0.04% | 0.01% | 73 | +8,969 | 225.98% | Q2 2026 | Jul 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,660 | 758 | 0.13% | 0.14% | 74 | -336 | -2.59% | Q2 2026 | Jul 21, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 12,553 | 752 | 0.44% | 0.46% | 75 | -65 | -0.52% | Q2 2026 | Aug 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 12,476 | 747 | 0.42% | — | 76 | +12,476 | New | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,315 | 743 | 0.0% | 0.01% | 77 | -40,857 | -76.84% | Q2 2026 | Jul 15, 2026 |
| SWMG, LLC | History | No change | 12,178 | 734 | 0.17% | 0.2% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Csenge Advisory Group | History | New | 12,021 | 720 | 0.03% | — | 79 | +12,021 | New | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,446 | 686 | 0.0% | — | 81 | +11,446 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,448 | 686 | 0.0% | 0.0% | 80 | +4,117 | 56.16% | Q2 2026 | Aug 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 11,434 | 685 | 0.19% | 0.16% | 82 | +2,184 | 23.61% | Q2 2026 | Aug 12, 2026 |
| TFB Advisors LLC | History | Added to | 11,399 | 683 | 0.3% | 0.22% | 83 | +4,029 | 54.67% | Q2 2026 | Aug 06, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 11,212 | 672 | 0.47% | 0.48% | 84 | -267 | -2.33% | Q2 2026 | Jul 17, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 10,509 | 630 | 0.26% | 0.3% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 9,970 | 597 | 0.13% | — | 86 | +9,970 | New | Q2 2026 | Jul 09, 2026 |
| Archer Investment Corp | History | Reduced | 9,408 | 564 | 0.11% | 0.11% | 87 | -66 | -0.7% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 9,309 | 558 | 0.07% | 0.09% | 88 | -117 | -1.24% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,168 | 549 | 0.02% | 0.02% | 89 | +2,303 | 33.55% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 8,738 | 523 | 0.1% | 0.05% | 90 | +5,137 | 142.65% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 9,145 | 516 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ERn Financial, LLC | History | New | 8,211 | 492 | 0.08% | — | 92 | +8,211 | New | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,027 | 481 | 0.0% | 0.0% | 93 | -837 | -9.44% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,952 | 476 | 0.0% | 0.01% | 94 | -1,262 | -13.7% | Q2 2026 | Aug 06, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 7,845 | 470 | 0.38% | 0.49% | 95 | -1,598 | -16.92% | Q2 2026 | Jul 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 7,577 | 454 | 0.05% | — | 96 | +7,577 | New | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 7,396 | 443 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,840 | 410 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,740 | 404 | 0.06% | 0.07% | 100 | +548 | 8.85% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 6,755 | 404 | 0.01% | 0.01% | 99 | +417 | 6.58% | Q2 2026 | Jul 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 7,100 | 401 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | New | 6,607 | 395 | 0.02% | — | 102 | +6,607 | New | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 6,478 | 388 | 0.01% | 0.01% | 103 | -1,124 | -14.79% | Q2 2026 | Jul 07, 2026 |
| Maltin Wealth Management, Inc. | History | New | 6,229 | 373 | 0.12% | — | 105 | +6,229 | New | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | Added to | 6,237 | 373 | 0.01% | 0.01% | 104 | +487 | 8.47% | Q2 2026 | Aug 13, 2026 |
| AdviceOne Advisory Services, LLC | History | No change | 6,174 | 370 | 0.21% | 0.21% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 6,068 | 363 | 0.2% | 0.22% | 107 | +33 | 0.55% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 6,024 | 361 | 0.03% | 0.03% | 108 | +186 | 3.19% | Q2 2026 | Jul 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 5,982 | 358 | 0.02% | 0.02% | 109 | -342 | -5.41% | Q2 2026 | Aug 04, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 5,785 | 346 | 0.02% | 0.02% | 110 | +615 | 11.9% | Q2 2026 | Aug 07, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 5,673 | 340 | 0.17% | 0.19% | 111 | -54 | -0.94% | Q2 2026 | Jul 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,605 | 336 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,592 | 335 | 0.0% | 0.01% | 113 | -14,416 | -72.05% | Q2 2026 | Jul 20, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 5,213 | 312 | 0.08% | 0.12% | 114 | -2,712 | -34.22% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Added to | 5,167 | 309 | 0.0% | 0.0% | 115 | +265 | 5.41% | Q2 2026 | Aug 03, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,122 | 307 | 0.01% | 0.01% | 116 | -3,956 | -43.58% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,057 | 303 | 0.01% | 0.01% | 117 | -689 | -11.99% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,005 | 300 | 0.0% | 0.0% | 118 | +250 | 5.26% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,990 | 300 | 0.03% | 0.03% | 119 | -18 | -0.36% | Q2 2026 | Jul 07, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 4,936 | 295 | 0.05% | 0.06% | 120 | -810 | -14.1% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 4,672 | 280 | 0.02% | 0.01% | 121 | -1,434 | -23.49% | Q2 2026 | Aug 04, 2026 |
| Chris Bulman Inc | History | Added to | 4,627 | 277 | 0.1% | 0.11% | 122 | +276 | 6.34% | Q2 2026 | Jul 22, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,497 | 269 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,302 | 258 | 0.01% | 0.01% | 124 | -629 | -12.76% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 4,245 | 254 | 0.02% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | New | 4,184 | 250 | 0.03% | — | 126 | +4,184 | New | Q2 2026 | Jul 29, 2026 |
| VestGen Investment Management | History | Reduced | 4,037 | 242 | 0.13% | 0.27% | 127 | -4,519 | -52.82% | Q2 2026 | Jul 31, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,995 | 240 | 0.01% | 0.04% | 128 | -10,598 | -72.62% | Q2 2026 | Aug 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,947 | 236 | 0.01% | 0.01% | 129 | -272 | -6.45% | Q2 2026 | Aug 03, 2026 |
| Guilbault Capital LLC | History | Added to | 3,936 | 235 | 0.24% | 0.24% | 131 | +63 | 1.63% | Q2 2026 | Jul 23, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 3,923 | 235 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allen Capital Group, LLC | History | Reduced | 3,763 | 225 | 0.02% | 0.02% | 132 | -3 | -0.08% | Q2 2026 | Jul 27, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 3,630 | 217 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Private Wealth, LLC | History | No change | 3,600 | 215 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mission Financial Group, LLC | History | New | 3,452 | 206 | 0.17% | — | 135 | +3,452 | New | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 3,342 | 200 | 0.02% | — | 138 | +3,342 | New | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 3,341 | 200 | 0.0% | 0.0% | 136 | +2,816 | 536.38% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | No change | 3,348 | 200 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,958 | 117 | 0.0% | 0.0% | 139 | +100 | 5.38% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,586 | 95 | 0.01% | 0.01% | 140 | -16 | -1.0% | Q2 2026 | Jul 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,600 | 95 | 0.06% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,392 | 78 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,221 | 73 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,175 | 70 | 0.0% | — | 144 | +1,175 | New | Q2 2026 | Jul 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 700 | 41 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 690 | 41 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 659 | 39 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | New | 599 | 35 | 0.0% | — | 148 | +599 | New | Q2 2026 | Aug 12, 2026 |
| Benson Wealth Management INC | History | No change | 488 | 29 | 0.03% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 380 | 22 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakmont Advisory Group, LLC | History | New | 329 | 19 | 0.02% | — | 152 | +329 | New | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 324 | 19 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 252 | 15 | 0.0% | — | 153 | +252 | New | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | New | 201 | 12 | 0.0% | — | 154 | +201 | New | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 200 | 11 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 128 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 110 | 6 | 0.0% | 0.0% | 157 | -373 | -77.23% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 81 | 4 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Square Financial Group, LLC | History | New | 22 | 1 | 0.01% | — | 159 | +22 | New | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -95,422 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -16,300 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,427 | -100.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,140 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,874 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -4,475 | -100.0% | Q2 2026 | Jul 06, 2026 |
| VVR Holdings LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,389 | -100.0% | Q2 2026 | Jul 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -4,066 | -100.0% | Q2 2026 | Aug 07, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.19% | — | -4,024 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,573 | -100.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |