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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | Reduced | 2,391 | 42,318 | 0.67% | 0.88% | 1 | -391 | -14.05% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 498,530 | 28,168 | 0.01% | 0.01% | 2 | -20,783 | -4.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 285,746 | 16,145 | 0.02% | 0.02% | 3 | -42,068 | -12.83% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 255,390 | 14,430 | 0.02% | 0.01% | 4 | +49,601 | 24.1% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 248,333 | 14,031 | 0.03% | 0.03% | 5 | +21,833 | 9.64% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 204,051 | 11,529 | 0.0% | 0.0% | 6 | -26,129 | -11.35% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 185,966 | 10,507 | 0.03% | 0.03% | 7 | -12,026 | -6.07% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 177,353 | 10,020 | 2.14% | — | 8 | +177,353 | New | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 147,530 | 8,335 | 1.72% | 1.73% | 9 | +6,577 | 4.67% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 134,797 | 7,615 | 0.01% | 0.01% | 10 | -27,651 | -17.02% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 130,930 | 7,397 | 0.03% | 0.03% | 11 | +4,892 | 3.88% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 130,543 | 7,376 | 0.01% | 0.01% | 12 | +7,771 | 6.33% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 124,390 | 7,028 | 0.0% | 0.0% | 13 | -680 | -0.54% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 115,598 | 6,531 | 0.01% | 0.01% | 14 | +57,887 | 100.3% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 95,422 | 5,392 | 0.01% | 0.02% | 15 | -4,506 | -4.51% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 94,511 | 5,340 | 0.06% | 0.05% | 16 | +13,802 | 17.1% | Q1 2026 | May 05, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 66,642 | 3,980 | 0.46% | 0.79% | 17 | -22,730 | -25.43% | Q1 2026 | Jun 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 69,740 | 3,940 | 0.01% | 0.01% | 18 | -9,347 | -11.82% | Q1 2026 | May 04, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 68,317 | 3,860 | 2.87% | 2.79% | 19 | +785 | 1.16% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 67,901 | 3,836 | 0.03% | 0.03% | 20 | -945 | -1.37% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 67,853 | 3,833 | 1.54% | 1.61% | 21 | -945 | -1.37% | Q1 2026 | Apr 23, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 65,984 | 3,728 | 1.02% | 1.1% | 22 | -849 | -1.27% | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | Reduced | 63,596 | 3,593 | 0.71% | 0.74% | 23 | -374 | -0.58% | Q1 2026 | May 11, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 59,110 | 3,368 | 0.2% | 0.21% | 24 | -521 | -0.87% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 53,172 | 3,022 | 0.01% | 0.0% | 25 | -9,646 | -15.36% | Q1 2026 | Apr 08, 2026 |
| Horizon Investments, LLC | History | Added to | 51,058 | 2,884 | 0.03% | 0.02% | 26 | +27,503 | 116.76% | Q1 2026 | May 14, 2026 |
| Faithward Advisors, LLC | History | Added to | 75,176 | 2,864 | 0.41% | 0.31% | 27 | +38,184 | 103.22% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 49,591 | 2,802 | 0.0% | 0.01% | 28 | -10,402 | -17.34% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,351 | 2,788 | 0.04% | 0.05% | 29 | +4,957 | 11.17% | Q1 2026 | May 15, 2026 |
| FWG Investments, LLC. | History | Reduced | 44,229 | 2,499 | 1.59% | 1.68% | 30 | -1,866 | -4.05% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 42,940 | 2,426 | 0.01% | 0.01% | 31 | -872 | -1.99% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 42,586 | 2,406 | 0.06% | 0.06% | 32 | +346 | 0.82% | Q1 2026 | Apr 07, 2026 |
| Quartz Partners, LLC | History | Added to | 42,038 | 2,375 | 0.92% | 0.89% | 33 | +146 | 0.35% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 40,894 | 2,310 | 0.03% | 0.03% | 34 | -25 | -0.06% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,295 | 2,220 | 0.04% | — | 35 | +39,295 | New | Q1 2026 | May 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 35,389 | 1,999 | 0.72% | 0.76% | 36 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34,520 | 1,961 | 0.02% | 0.02% | 37 | -576 | -1.64% | Q1 2026 | Apr 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 33,883 | 1,914 | 0.28% | 0.29% | 38 | -301 | -0.88% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 33,858 | 1,913 | 0.03% | 0.05% | 39 | -7,693 | -18.51% | Q1 2026 | May 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,474 | 1,891 | 0.02% | 0.01% | 40 | +23,953 | 251.58% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 32,028 | 1,809 | 0.07% | 0.07% | 41 | -165 | -0.51% | Q1 2026 | Apr 20, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 29,572 | 1,670 | 0.12% | 0.23% | 42 | +672 | 2.33% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 29,165 | 1,647 | 0.82% | 0.94% | 43 | -3,490 | -10.69% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 26,875 | 1,518 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 26,821 | 1,515 | 0.02% | 0.02% | 45 | -525 | -1.92% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 26,596 | 1,502 | 0.09% | 0.09% | 46 | -461 | -1.7% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 25,774 | 1,495 | 0.08% | 0.08% | 47 | +2,219 | 9.42% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,611 | 1,447 | 0.0% | 0.0% | 48 | -3,611 | -12.36% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 24,913 | 1,408 | 0.0% | 0.0% | 49 | -3,400 | -12.01% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 22,576 | 1,275 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 22,539 | 1,274 | 0.0% | 0.0% | 51 | -1,536 | -6.38% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 20,601 | 1,164 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 20,008 | 1,130 | 0.01% | 0.0% | 53 | +6,170 | 44.59% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,190 | 1,027 | 0.02% | 0.02% | 54 | +6,841 | 60.28% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,091 | 1,022 | 0.0% | 0.0% | 55 | -18 | -0.1% | Q1 2026 | Jun 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,801 | 1,005 | 0.01% | 0.02% | 56 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,770 | 1,004 | 0.07% | 0.03% | 57 | +10,459 | 143.06% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,220 | 972 | 0.0% | 0.0% | 58 | -12,233 | -41.53% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 17,095 | 965 | 0.01% | 0.05% | 59 | -59,025 | -77.54% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 16,968 | 958 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,719 | 944 | 0.04% | 0.04% | 61 | -1,558 | -8.52% | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 16,300 | 920 | 0.14% | 0.18% | 62 | -4,231 | -20.61% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,502 | 875 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 14,593 | 825 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| RFG Advisory, LLC | History | Added to | 13,428 | 758 | 0.01% | 0.01% | 65 | +1,295 | 10.67% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,996 | 734 | 0.14% | 0.21% | 66 | -8,837 | -40.48% | Q1 2026 | May 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,833 | 725 | 0.02% | 0.03% | 67 | -48 | -0.37% | Q1 2026 | Apr 07, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 12,618 | 712 | 0.46% | 0.48% | 68 | -443 | -3.39% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 12,148 | 690 | 0.01% | 0.02% | 69 | -7,986 | -39.66% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | No change | 12,178 | 688 | 0.2% | 0.19% | 70 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 11,788 | 666 | 0.22% | 0.24% | 71 | -625 | -5.04% | Q1 2026 | Apr 09, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 11,479 | 648 | 0.48% | 0.52% | 72 | -3,336 | -22.52% | Q1 2026 | May 08, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 10,509 | 593 | 0.3% | 0.29% | 73 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,372 | 586 | 0.0% | 0.0% | 74 | -285 | -2.67% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 10,356 | 585 | 0.03% | 0.04% | 75 | -272 | -2.56% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | No change | 10,291 | 581 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | New | 9,078 | 539 | 0.01% | — | 77 | +9,078 | New | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Reduced | 9,474 | 535 | 0.11% | 0.12% | 78 | -61 | -0.64% | Q1 2026 | May 04, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 9,443 | 533 | 0.49% | 0.49% | 79 | -290 | -2.98% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,426 | 532 | 0.09% | 0.07% | 80 | +852 | 9.94% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 9,250 | 522 | 0.16% | 0.17% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 9,214 | 520 | 0.01% | 0.0% | 82 | +1,262 | 15.87% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 9,145 | 516 | 0.03% | 0.03% | 83 | -37 | -0.4% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,864 | 501 | 0.0% | 0.0% | 84 | +1,267 | 16.68% | Q1 2026 | Apr 07, 2026 |
| VestGen Investment Management | History | New | 8,556 | 483 | 0.27% | — | 85 | +8,556 | New | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 8,335 | 470 | 0.01% | 0.01% | 86 | -169 | -1.99% | Q1 2026 | Apr 16, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 7,925 | 447 | 0.12% | 0.14% | 87 | -158 | -1.95% | Q1 2026 | Apr 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,602 | 429 | 0.01% | 0.01% | 88 | -3 | -0.04% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | No change | 7,396 | 417 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TFB Advisors LLC | History | Reduced | 7,370 | 416 | 0.22% | 0.24% | 90 | -7,946 | -51.88% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,331 | 414 | 0.0% | 0.0% | 91 | -114 | -1.53% | Q1 2026 | May 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 7,100 | 401 | 0.02% | 0.03% | 92 | -2,500 | -26.04% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,865 | 387 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,840 | 386 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,338 | 358 | 0.01% | 0.01% | 95 | -1,631 | -20.47% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,324 | 357 | 0.02% | 0.02% | 96 | +10 | 0.16% | Q1 2026 | Apr 30, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 6,192 | 349 | 0.07% | 0.08% | 97 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AdviceOne Advisory Services, LLC | History | No change | 6,174 | 348 | 0.21% | 0.21% | 98 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,106 | 345 | 0.01% | — | 99 | +6,106 | New | Q1 2026 | May 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 6,035 | 340 | 0.22% | 0.23% | 100 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,825 | 332 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 5,838 | 329 | 0.03% | 0.04% | 102 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Reduced | 5,750 | 324 | 0.01% | 0.01% | 105 | -317 | -5.22% | Q1 2026 | Apr 27, 2026 |
| Harvest Investment Services, LLC | History | Added to | 5,746 | 324 | 0.06% | 0.06% | 104 | +53 | 0.93% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,746 | 324 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 5,727 | 323 | 0.19% | 0.24% | 106 | -1,582 | -21.64% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,605 | 316 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | New | 5,427 | 306 | 0.01% | — | 108 | +5,427 | New | Q1 2026 | May 07, 2026 |
| Bison Wealth, LLC | History | No change | 5,008 | 297 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,140 | 290 | 0.0% | 0.0% | 110 | +840 | 19.53% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 4,931 | 278 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 4,902 | 276 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 4,874 | 275 | 0.0% | — | 113 | +4,874 | New | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,755 | 268 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,497 | 254 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,475 | 252 | 0.26% | — | 116 | +4,475 | New | Q1 2026 | May 13, 2026 |
| VVR Holdings LLC | History | No change | 4,389 | 247 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Chris Bulman Inc | History | Reduced | 4,351 | 245 | 0.11% | 0.11% | 118 | -49 | -1.11% | Q1 2026 | Apr 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 4,245 | 241 | 0.03% | 0.04% | 119 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,219 | 238 | 0.01% | 0.01% | 120 | -491 | -10.42% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 3,923 | 231 | 0.01% | 0.02% | 121 | -234 | -5.63% | Q1 2026 | May 12, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,024 | 229 | 0.19% | 0.24% | 122 | -915 | -18.53% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,066 | 229 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,969 | 224 | 0.01% | 0.01% | 124 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| Guilbault Capital LLC | History | New | 3,873 | 218 | 0.24% | — | 125 | +3,873 | New | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 3,766 | 212 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 3,630 | 205 | 0.03% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 3,601 | 203 | 0.05% | — | 129 | +3,601 | New | Q1 2026 | May 15, 2026 |
| Quantum Private Wealth, LLC | History | No change | 3,600 | 203 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 3,573 | 201 | 0.06% | 0.06% | 130 | -144 | -3.87% | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 3,348 | 189 | 0.12% | — | 131 | +3,348 | New | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,858 | 104 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,602 | 90 | 0.01% | 0.02% | 133 | -2,466 | -60.62% | Q1 2026 | Apr 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,600 | 90 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 1,392 | 78 | 0.02% | 0.02% | 135 | -1 | -0.07% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,221 | 68 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 736 | 41 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 700 | 39 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 690 | 38 | 0.0% | 0.0% | 139 | -300 | -30.3% | Q1 2026 | Apr 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 659 | 37 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 525 | 29 | 0.0% | 0.0% | 141 | -626 | -54.39% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 483 | 27 | 0.0% | 0.0% | 142 | +349 | 260.45% | Q1 2026 | May 05, 2026 |
| Benson Wealth Management INC | History | No change | 488 | 27 | 0.04% | 0.03% | 143 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 380 | 21 | 0.0% | — | 145 | +380 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 380 | 21 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 324 | 17 | 0.0% | 0.0% | 146 | +257 | 383.58% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 200 | 11 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 128 | 7 | 0.0% | — | 148 | +128 | New | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 81 | 4 | 0.0% | 0.0% | 149 | -102 | -55.74% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 60 | 3 | 0.0% | 0.0% | 150 | -15 | -20.0% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.09% | — | -13,849 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,057 | -100.0% | Q1 2026 | May 13, 2026 |
| Maltin Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -5,524 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,405 | -100.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,604 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,907 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -906 | -100.0% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q1 2026 | Apr 06, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | Apr 23, 2026 |