FIRST TRUST EXCHANGE-TRADED FUND VIII - FMAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Added to | 313,125 | 16,363 | 0.03% | 0.03% | 1 | +23,445 | 8.09% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 301,501 | 15,756 | 0.0% | 0.01% | 2 | -311,928 | -50.85% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 232,082 | 12,128 | 0.01% | 0.02% | 3 | -150,240 | -39.3% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 209,127 | 10,928 | 0.0% | 0.0% | 4 | -12,094 | -5.47% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 201,791 | 10,545 | 0.0% | 0.0% | 5 | -5,576 | -2.69% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 199,742 | 10,438 | 0.02% | 0.02% | 6 | -6,376 | -3.09% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 151,638 | 7,924 | 1.35% | 1.37% | 7 | +8,525 | 5.96% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 127,441 | 6,660 | 0.01% | 0.01% | 8 | -80,929 | -38.84% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 118,455 | 6,190 | 0.01% | 0.01% | 9 | +22,994 | 24.09% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 109,667 | 5,731 | 1.06% | 1.11% | 10 | +2,665 | 2.49% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 98,412 | 5,143 | 0.64% | 0.64% | 11 | +5,905 | 6.38% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 93,010 | 4,860 | 0.01% | 0.01% | 12 | +14,758 | 18.86% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 90,007 | 4,703 | 0.05% | 0.06% | 13 | -2,160 | -2.34% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 85,376 | 4,461 | 0.01% | 0.02% | 14 | -21,561 | -20.16% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 80,664 | 4,215 | 0.06% | 0.07% | 15 | -10,033 | -11.06% | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, LLC | History | Added to | 63,504 | 3,318 | 0.4% | 0.32% | 16 | +17,187 | 37.11% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 61,231 | 3,199 | 0.21% | 0.24% | 17 | -2,135 | -3.37% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 51,321 | 2,682 | 0.0% | 0.0% | 18 | -416 | -0.8% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 52,292 | 2,535 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 42,782 | 2,235 | 1.07% | 1.1% | 20 | -2,894 | -6.34% | Q2 2026 | Jul 31, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 42,752 | 2,234 | 0.14% | 0.16% | 21 | -1,314 | -2.98% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 38,401 | 2,007 | 0.0% | 0.0% | 22 | +766 | 2.04% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 38,310 | 2,002 | 0.02% | 0.02% | 23 | -1,105 | -2.8% | Q2 2026 | Jul 27, 2026 |
| Schulz Wealth, LTD. | History | New | 38,105 | 1,991 | 1.03% | — | 24 | +38,105 | New | Q2 2026 | Aug 26, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 35,054 | 1,831 | 0.1% | 0.1% | 25 | -239 | -0.68% | Q2 2026 | Jul 09, 2026 |
| RiverTree Advisors, LLC | History | Added to | 33,951 | 1,774 | 1.05% | 1.04% | 26 | +167 | 0.49% | Q2 2026 | Jul 22, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 33,000 | 1,724 | 0.21% | 0.22% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 32,156 | 1,680 | 0.09% | 0.09% | 28 | +1,565 | 5.12% | Q2 2026 | Jul 31, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 30,231 | 1,579 | 0.08% | 0.08% | 29 | +704 | 2.38% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | New | 28,677 | 1,499 | 0.0% | — | 30 | +28,677 | New | Q2 2026 | Aug 05, 2026 |
| 1776 Wealth LLC | History | Reduced | 28,428 | 1,485 | 0.52% | 0.56% | 31 | -1,145 | -3.87% | Q2 2026 | Aug 10, 2026 |
| FWG Investments, LLC. | History | Added to | 27,365 | 1,430 | 0.76% | 0.83% | 32 | +444 | 1.65% | Q2 2026 | Jul 28, 2026 |
| Harvest Investment Services, LLC | History | Added to | 27,211 | 1,422 | 0.22% | 0.15% | 33 | +10,166 | 59.64% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 25,825 | 1,349 | 0.0% | — | 34 | +25,825 | New | Q2 2026 | Aug 14, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 21,832 | 1,140 | 0.3% | 0.33% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 21,399 | 1,118 | 0.0% | — | 36 | +21,399 | New | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 21,123 | 1,103 | 0.02% | 0.01% | 37 | +5,568 | 35.8% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,954 | 1,095 | 0.0% | 0.0% | 38 | +1,908 | 10.02% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Added to | 19,638 | 1,026 | 0.14% | 0.15% | 39 | +100 | 0.51% | Q2 2026 | Jul 23, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 19,105 | 998 | 0.28% | 0.29% | 40 | -231 | -1.19% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Reduced | 18,293 | 955 | 0.01% | 0.01% | 41 | -7,280 | -28.47% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 17,990 | 940 | 0.02% | 0.02% | 42 | +7,769 | 76.01% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 17,959 | 935 | 0.0% | — | 43 | +17,959 | New | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,861 | 933 | 0.0% | 0.0% | 44 | -55 | -0.31% | Q2 2026 | Aug 03, 2026 |
| RFG Advisory, LLC | History | Added to | 17,595 | 919 | 0.01% | 0.01% | 45 | +1,491 | 9.26% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,917 | 884 | 0.0% | 0.0% | 46 | -1,540 | -8.34% | Q2 2026 | Aug 12, 2026 |
| Oakmont Advisory Group, LLC | History | New | 16,676 | 871 | 0.73% | — | 47 | +16,676 | New | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,472 | 860 | 0.01% | 0.01% | 48 | -2,079 | -11.21% | Q2 2026 | Aug 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,547 | 812 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,535 | 811 | 0.02% | 0.08% | 50 | -56,123 | -78.32% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 15,444 | 807 | 0.03% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,431 | 806 | 0.01% | 0.02% | 52 | -2,093 | -11.94% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,390 | 804 | 0.02% | 0.03% | 53 | +187 | 1.23% | Q2 2026 | Jul 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 15,328 | 801 | 0.01% | — | 54 | +15,328 | New | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,920 | 779 | 0.01% | 0.01% | 55 | +4,224 | 39.49% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,183 | 688 | 0.01% | 0.01% | 56 | -1,482 | -10.11% | Q2 2026 | Jul 28, 2026 |
| TFB Advisors LLC | History | Added to | 13,095 | 684 | 0.3% | 0.22% | 57 | +4,484 | 52.07% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | Added to | 12,901 | 674 | 0.03% | 0.03% | 58 | +197 | 1.55% | Q2 2026 | Aug 12, 2026 |
| LM Advisors LLC | History | Added to | 12,670 | 662 | 0.08% | 0.2% | 60 | +12,056 | 1963.52% | Q2 2026 | Aug 12, 2026 |
| Legacy Private Trust Co. | History | Reduced | 12,675 | 662 | 0.04% | 0.04% | 59 | -573 | -4.33% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,621 | 659 | 0.0% | 0.0% | 61 | -42,033 | -76.91% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,149 | 634 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 11,100 | 580 | 0.0% | 0.0% | 63 | -1,200 | -9.76% | Q2 2026 | Aug 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,926 | 570 | 0.08% | 0.09% | 65 | -384 | -3.4% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,915 | 570 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 10,848 | 566 | 0.03% | 0.03% | 66 | +1,173 | 12.12% | Q2 2026 | Aug 07, 2026 |
| Castleview Partners, LLC | History | Reduced | 10,564 | 552 | 0.24% | 0.26% | 67 | -45 | -0.42% | Q2 2026 | Jul 20, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 9,870 | 515 | 0.34% | 0.35% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,794 | 512 | 0.0% | 0.0% | 69 | +969 | 10.98% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 9,412 | 491 | 0.09% | — | 70 | +9,412 | New | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,350 | 488 | 0.01% | 0.0% | 71 | +5,800 | 163.38% | Q2 2026 | Aug 05, 2026 |
| Accel Wealth Management | History | Reduced | 8,984 | 469 | 0.11% | 0.12% | 72 | -256 | -2.77% | Q2 2026 | Jul 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,686 | 453 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,373 | 440 | 0.0% | 0.0% | 74 | -55 | -0.65% | Q2 2026 | Jul 15, 2026 |
| Grantvest Financial Group LLC | History | Added to | 8,139 | 425 | 0.25% | 0.17% | 75 | +2,783 | 51.96% | Q2 2026 | Aug 07, 2026 |
| Goldstein Advisors, LLC | History | New | 7,846 | 410 | 0.04% | — | 76 | +7,846 | New | Q2 2026 | Jul 20, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,631 | 398 | 0.32% | 0.34% | 77 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,543 | 394 | 0.0% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,438 | 388 | 0.0% | 0.01% | 79 | -100 | -1.33% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | Reduced | 7,389 | 386 | 0.0% | 0.0% | 80 | -4,543 | -38.07% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,398 | 386 | 0.11% | 0.12% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NOVEM GROUP | History | No change | 7,198 | 376 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,122 | 372 | 0.01% | 0.01% | 83 | -66 | -0.92% | Q2 2026 | Jul 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 7,103 | 371 | 0.01% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 7,072 | 369 | 0.06% | 0.06% | 85 | -2 | -0.03% | Q2 2026 | Jul 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,246 | 326 | 0.01% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,179 | 322 | 0.01% | 0.01% | 87 | -293 | -4.53% | Q2 2026 | Jul 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,985 | 313 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,940 | 310 | 0.0% | 0.0% | 89 | -175 | -2.86% | Q2 2026 | Aug 05, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | No change | 5,880 | 307 | 0.21% | 0.22% | 90 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bison Wealth, LLC | History | No change | 5,800 | 304 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 5,821 | 304 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,761 | 301 | 0.0% | 0.0% | 95 | +2,306 | 66.74% | Q2 2026 | Jul 17, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 5,776 | 301 | 0.12% | 0.14% | 94 | -92 | -1.57% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,209 | 301 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 5,737 | 299 | 0.0% | 0.0% | 96 | -1,206 | -17.37% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,708 | 298 | 0.0% | 0.0% | 97 | -102 | -1.76% | Q2 2026 | Aug 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 5,698 | 297 | 0.06% | 0.08% | 98 | -1,484 | -20.66% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 5,372 | 280 | 0.02% | 0.01% | 100 | -1,763 | -24.71% | Q2 2026 | Aug 04, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 5,374 | 280 | 0.2% | 0.21% | 99 | -58 | -1.07% | Q2 2026 | Aug 12, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,152 | 269 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 5,060 | 264 | 0.11% | — | 102 | +5,060 | New | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,994 | 260 | 0.02% | — | 103 | +4,994 | New | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 4,830 | 252 | 0.01% | 0.01% | 104 | +296 | 6.53% | Q2 2026 | Aug 07, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 4,750 | 248 | 0.04% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ERn Financial, LLC | History | New | 4,193 | 219 | 0.04% | — | 106 | +4,193 | New | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,043 | 211 | 0.0% | 0.0% | 107 | -129 | -3.09% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | Added to | 3,829 | 200 | 0.0% | 0.0% | 108 | +3,522 | 1147.23% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,306 | 172 | 0.0% | 0.0% | 109 | -200 | -5.7% | Q2 2026 | Jul 20, 2026 |
| Luken Investment Analytics, LLC | History | No change | 2,568 | 134 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | New | 2,456 | 128 | 0.0% | — | 111 | +2,456 | New | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,284 | 119 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,102 | 109 | 0.01% | 0.01% | 113 | -63 | -2.91% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,742 | 91 | 0.01% | — | 114 | +1,742 | New | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,595 | 83 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,440 | 75 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,400 | 73 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,185 | 61 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,025 | 53 | 0.0% | — | 120 | +1,025 | New | Q2 2026 | Aug 12, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,026 | 53 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 825 | 43 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 738 | 38 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 550 | 28 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 517 | 27 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 488 | 25 | 0.01% | 0.09% | 126 | -2,387 | -83.03% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 500 | 25 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 290 | 15 | 0.0% | — | 127 | +290 | New | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | New | 231 | 12 | 0.0% | — | 128 | +231 | New | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 223 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | Reduced | 117 | 6 | 0.0% | 0.0% | 130 | -5 | -4.1% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -155,667 | -100.0% | Q2 2026 | Jul 28, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.36% | — | -92,573 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -80,661 | -100.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,440 | -100.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.51% | — | -19,171 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,112 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,122 | -100.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,806 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -11,789 | -100.0% | Q2 2026 | Jul 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,110 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,501 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -5,276 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,242 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.18% | — | -4,541 | -100.0% | Q2 2026 | Aug 06, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,088 | -100.0% | Q2 2026 | Jul 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -906 | -100.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -488 | -100.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Sep 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |