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 | No change | 560,836 | 33,622 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 390,534 | 23,412 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 294,601 | 18,025 | 0.03% | 0.03% | 3 | +22,497 | 8.27% | Q3 2026 | Oct 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 259,611 | 15,884 | 0.02% | 0.02% | 4 | -37,824 | -12.72% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 243,513 | 14,598 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Reduced | 231,983 | 14,194 | 0.14% | 0.15% | 6 | -18,185 | -7.27% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 202,177 | 12,120 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 173,425 | 10,618 | 1.9% | 1.96% | 8 | -3,085 | -1.75% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 160,253 | 9,607 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 147,311 | 9,013 | 1.87% | 1.73% | 10 | -3,266 | -2.17% | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 124,518 | 7,618 | 0.02% | 0.03% | 11 | -7,561 | -5.72% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 120,643 | 7,232 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 118,687 | 7,115 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 91,578 | 5,603 | 0.01% | — | 14 | +91,578 | New | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 93,057 | 5,578 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 83,991 | 5,139 | 2.78% | 3.46% | 16 | -8,272 | -8.97% | Q3 2026 | Oct 15, 2026 |
| REAP Financial Group, LLC | History | Added to | 77,007 | 4,711 | 0.77% | 0.68% | 17 | +10,087 | 15.07% | Q3 2026 | Nov 02, 2026 |
| Sowell Financial Services LLC | History | Added to | 73,823 | 4,516 | 0.14% | 0.06% | 18 | +41,958 | 131.67% | Q3 2026 | Oct 23, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 71,038 | 4,346 | 2.6% | 2.63% | 19 | +2,242 | 3.26% | Q3 2026 | Oct 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 71,442 | 4,282 | 0.09% | 0.09% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 68,550 | 4,109 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 64,167 | 3,926 | 0.97% | 0.98% | 22 | -1,024 | -1.57% | Q3 2026 | Nov 02, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 62,534 | 3,827 | 0.39% | 0.44% | 23 | -2,307 | -3.56% | Q3 2026 | Oct 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 61,942 | 3,826 | 0.01% | 0.0% | 24 | +49,627 | 402.98% | Q3 2026 | Oct 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 58,691 | 3,641 | 0.18% | 0.19% | 25 | -8 | -0.01% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 53,661 | 3,216 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 49,202 | 2,949 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FWG Investments, LLC. | History | Reduced | 47,714 | 2,919 | 1.4% | 1.57% | 28 | -1,712 | -3.46% | Q3 2026 | Nov 03, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 43,488 | 2,660 | 0.95% | 1.52% | 29 | -24,115 | -35.67% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 43,126 | 2,585 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 42,839 | 2,568 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LM Advisors LLC | History | No change | 42,668 | 2,558 | 0.3% | 0.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 38,473 | 2,306 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 37,235 | 2,278 | 0.02% | 0.02% | 34 | +4,488 | 13.71% | Q3 2026 | Oct 16, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 37,590 | 2,253 | 0.73% | 0.73% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 37,548 | 2,251 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quartz Partners, LLC | History | Reduced | 36,320 | 2,222 | 0.67% | 0.84% | 37 | -6,504 | -15.19% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34,949 | 2,138 | 0.02% | 0.02% | 38 | -682 | -1.91% | Q3 2026 | Oct 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 33,711 | 2,062 | 0.25% | 0.25% | 39 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 33,177 | 2,029 | 0.1% | 0.08% | 40 | +7,285 | 28.14% | Q3 2026 | Oct 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 33,334 | 1,998 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | No change | 32,053 | 1,971 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 32,728 | 1,962 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 35,163 | 1,957 | 1.47% | 1.47% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,351 | 1,918 | 0.0% | 0.0% | 45 | +9,945 | 46.46% | Q3 2026 | Oct 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 31,092 | 1,902 | 0.09% | 0.08% | 46 | +3,792 | 13.89% | Q3 2026 | Oct 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 30,789 | 1,883 | 0.03% | 0.03% | 47 | +341 | 1.12% | Q3 2026 | Oct 28, 2026 |
| Integrity Financial Corp /WA | History | No change | 28,708 | 1,721 | 0.82% | 0.82% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 28,184 | 1,689 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | No change | 28,170 | 1,688 | 0.21% | 0.21% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 26,915 | 1,646 | 0.08% | 0.08% | 51 | -188 | -0.69% | Q3 2026 | Oct 16, 2026 |
| Horizon Investments, LLC | History | No change | 27,300 | 1,636 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 24,217 | 1,481 | 0.07% | 0.07% | 53 | +931 | 4.0% | Q3 2026 | Oct 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 23,398 | 1,431 | 0.02% | 0.01% | 54 | +8,508 | 57.14% | Q3 2026 | Oct 23, 2026 |
| Csenge Advisory Group | History | Added to | 22,685 | 1,388 | 0.05% | 0.03% | 55 | +10,664 | 88.71% | Q3 2026 | Nov 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,326 | 1,304 | 0.01% | 0.02% | 56 | -4,465 | -17.31% | Q3 2026 | Oct 30, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 20,601 | 1,235 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,250 | 1,177 | 0.01% | 0.01% | 58 | -415 | -2.11% | Q3 2026 | Oct 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 18,766 | 1,148 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,551 | 1,112 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,069 | 1,083 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 17,251 | 1,034 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 16,794 | 1,027 | 0.01% | 0.01% | 63 | -673 | -3.85% | Q3 2026 | Oct 22, 2026 |
| RFG Advisory, LLC | History | Added to | 16,046 | 981 | 0.01% | 0.01% | 64 | +884 | 5.83% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,893 | 953 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,502 | 948 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 15,212 | 930 | 0.27% | 0.27% | 67 | -585 | -3.7% | Q3 2026 | Oct 23, 2026 |
| Mutual Advisors, LLC | History | No change | 15,050 | 902 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 15,005 | 899 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 14,520 | 870 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TFB Advisors LLC | History | Added to | 13,726 | 839 | 0.34% | 0.3% | 71 | +2,327 | 20.41% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,372 | 818 | 0.02% | 0.02% | 72 | +236 | 1.8% | Q3 2026 | Oct 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,297 | 797 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,238 | 793 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,938 | 775 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 12,660 | 758 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 12,247 | 749 | 0.43% | 0.44% | 77 | -306 | -2.44% | Q3 2026 | Oct 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 12,476 | 747 | 0.42% | 0.42% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SWMG, LLC | History | No change | 12,178 | 745 | 0.16% | 0.17% | 79 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,446 | 686 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 11,448 | 686 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 11,434 | 685 | 0.19% | 0.19% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Camelot Portfolios, LLC | History | No change | 11,212 | 672 | 0.47% | 0.47% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 10,509 | 630 | 0.26% | 0.26% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ERn Financial, LLC | History | Added to | 9,175 | 561 | 0.09% | 0.08% | 85 | +964 | 11.74% | Q3 2026 | Oct 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9,309 | 558 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,168 | 549 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | Reduced | 8,567 | 524 | 0.1% | 0.11% | 88 | -841 | -8.94% | Q3 2026 | Nov 05, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 8,738 | 523 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 7,984 | 488 | 0.37% | 0.38% | 90 | +139 | 1.77% | Q3 2026 | Oct 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,780 | 476 | 0.0% | 0.0% | 91 | -247 | -3.08% | Q3 2026 | Oct 26, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,952 | 476 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7,577 | 454 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 7,636 | 444 | 0.01% | 0.01% | 94 | +240 | 3.24% | Q3 2026 | Oct 23, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,866 | 420 | 0.06% | 0.06% | 95 | +126 | 1.87% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | No change | 6,755 | 413 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,840 | 410 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,476 | 396 | 0.01% | 0.01% | 98 | +1,419 | 28.06% | Q3 2026 | Oct 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 6,465 | 395 | 0.01% | 0.01% | 99 | -13 | -0.2% | Q3 2026 | Oct 13, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 6,229 | 381 | 0.12% | 0.12% | 100 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| AdviceOne Advisory Services, LLC | History | No change | 6,174 | 377 | 0.22% | 0.21% | 101 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| World Investment Advisors | History | No change | 6,237 | 373 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 6,068 | 363 | 0.2% | 0.2% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,982 | 358 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Echo Wealth Management, LLC | History | Added to | 5,844 | 357 | 0.18% | 0.17% | 105 | +171 | 3.01% | Q3 2026 | Oct 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,785 | 346 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,605 | 336 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,592 | 335 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 5,545 | 332 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 5,545 | 332 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 5,213 | 318 | 0.09% | 0.08% | 111 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| AE Wealth Management LLC | History | No change | 5,167 | 309 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,005 | 300 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 4,936 | 295 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Reduced | 4,615 | 282 | 0.1% | 0.1% | 115 | -12 | -0.26% | Q3 2026 | Oct 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,672 | 280 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,470 | 277 | 0.02% | 0.03% | 117 | -520 | -10.42% | Q3 2026 | Oct 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,497 | 275 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Key Capital Management, INC | History | New | 4,360 | 268 | 0.1% | — | 120 | +4,360 | New | Q3 2026 | Nov 03, 2026 |
| StoneX Group Inc. | History | Reduced | 4,386 | 268 | 0.01% | 0.02% | 119 | -2,221 | -33.62% | Q3 2026 | Nov 03, 2026 |
| Capital Analysts, LLC | History | No change | 4,302 | 258 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 4,245 | 254 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Guilbault Capital LLC | History | Added to | 4,124 | 252 | 0.25% | 0.24% | 123 | +188 | 4.78% | Q3 2026 | Oct 28, 2026 |
| VestGen Investment Management | History | No change | 4,037 | 242 | 0.13% | 0.13% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,932 | 240 | 0.02% | 0.03% | 126 | -252 | -6.02% | Q3 2026 | Nov 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,995 | 240 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,947 | 236 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 3,923 | 235 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allen Capital Group, LLC | History | No change | 3,763 | 230 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 3,630 | 222 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quantum Private Wealth, LLC | History | No change | 3,600 | 220 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 3,600 | 215 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Mission Financial Group, LLC | History | No change | 3,452 | 211 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TopTier Wealth Management, LLC | History | No change | 3,348 | 204 | 0.12% | 0.12% | 134 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3,342 | 204 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BARCLAYS PLC | History | No change | 3,341 | 200 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,958 | 117 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,600 | 97 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,447 | 88 | 0.01% | 0.01% | 139 | -139 | -8.76% | Q3 2026 | Oct 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,221 | 74 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 700 | 41 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 659 | 40 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 599 | 35 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Benson Wealth Management INC | History | No change | 488 | 29 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 380 | 22 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 343 | 20 | 0.01% | 0.0% | 146 | +91 | 36.11% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 324 | 19 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 329 | 19 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | No change | 200 | 12 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Continuum Advisory, LLC | History | No change | 201 | 12 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 158 | 9 | 0.0% | — | 152 | +158 | New | Q3 2026 | Oct 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 150 | 9 | 0.0% | 0.0% | 151 | +40 | 36.36% | Q3 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 115 | 7 | 0.0% | 0.0% | 153 | -13 | -10.16% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 81 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Square Financial Group, LLC | History | No change | 22 | 1 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -9,970 | -100.0% | Q3 2026 | Oct 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,024 | -100.0% | Q3 2026 | Oct 14, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,122 | -100.0% | Q3 2026 | Oct 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,175 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -690 | -100.0% | Q3 2026 | Oct 15, 2026 |
| UBS Group AG | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |