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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 613,429 | 29,745 | 0.01% | 0.0% | 1 | +372,632 | 154.75% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 382,322 | 18,538 | 0.02% | 0.01% | 2 | +187,478 | 96.22% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 289,680 | 14,046 | 0.03% | 0.03% | 3 | +18,242 | 6.72% | Q1 2026 | May 06, 2026 |
| LM Advisors LLC | History | Reduced | 614 | 12,670 | 0.2% | 0.31% | 4 | -211 | -25.58% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 221,221 | 10,727 | 0.0% | 0.0% | 5 | -15,130 | -6.4% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 208,370 | 10,103 | 0.01% | 0.01% | 6 | +76,495 | 58.01% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 207,367 | 10,055 | 0.0% | 0.0% | 7 | +88,586 | 74.58% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 206,118 | 9,994 | 0.02% | 0.01% | 8 | +101,330 | 96.7% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 155,667 | 7,548 | 0.08% | — | 9 | +155,667 | New | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | Added to | 143,113 | 6,939 | 1.37% | 1.23% | 10 | +15,647 | 12.28% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | New | 107,002 | 5,188 | 1.11% | — | 11 | +107,002 | New | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 106,937 | 5,185 | 0.02% | 0.02% | 12 | +23,628 | 28.36% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 95,461 | 4,628 | 0.01% | 0.01% | 13 | +16,733 | 21.25% | Q1 2026 | May 15, 2026 |
| BAM Wealth Management, LLC | History | New | 92,573 | 4,488 | 3.36% | — | 14 | +92,573 | New | Q1 2026 | Apr 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 92,507 | 4,485 | 0.64% | 0.65% | 15 | -937 | -1.0% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 92,167 | 4,469 | 0.06% | 0.14% | 16 | -143,315 | -60.86% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 90,697 | 4,397 | 0.07% | 0.08% | 17 | +10,494 | 13.08% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 80,661 | 3,911 | 0.01% | 0.01% | 18 | -1,453 | -1.77% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 78,252 | 3,794 | 0.01% | 0.01% | 19 | +10,323 | 15.2% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 71,658 | 3,474 | 0.08% | 0.02% | 20 | +55,352 | 339.46% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 63,366 | 3,072 | 0.24% | 0.26% | 21 | -3,926 | -5.83% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,654 | 2,650 | 0.0% | 0.0% | 22 | +31,009 | 131.14% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 52,292 | 2,535 | 0.01% | 0.01% | 23 | -33,976 | -39.38% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 51,737 | 2,508 | 0.0% | 0.0% | 24 | +5,116 | 10.97% | Q1 2026 | Apr 27, 2026 |
| Faithward Advisors, LLC | History | Reduced | 46,317 | 2,245 | 0.32% | 0.33% | 25 | -1,432 | -3.0% | Q1 2026 | Apr 17, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 45,676 | 2,214 | 1.1% | 1.16% | 26 | -2,568 | -5.32% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 45,961 | 2,181 | 0.16% | 0.16% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 39,415 | 1,911 | 0.02% | 0.01% | 28 | +24,955 | 172.58% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 37,635 | 1,825 | 0.0% | 0.0% | 29 | +570 | 1.54% | Q1 2026 | May 15, 2026 |
| Schulz Wealth, LTD. | History | No change | 38,105 | 1,808 | 1.16% | 1.16% | 30 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 35,293 | 1,729 | 0.1% | 0.03% | 31 | +25,521 | 261.16% | Q1 2026 | Apr 07, 2026 |
| RiverTree Advisors, LLC | History | Added to | 33,784 | 1,638 | 1.04% | 0.87% | 32 | +4,926 | 17.07% | Q1 2026 | Apr 20, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 33,000 | 1,600 | 0.22% | 0.19% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 30,591 | 1,528 | 0.09% | 0.08% | 34 | +2,428 | 8.62% | Q1 2026 | Apr 17, 2026 |
| 1776 Wealth LLC | History | Added to | 29,573 | 1,433 | 0.56% | 0.5% | 35 | +1,853 | 6.68% | Q1 2026 | May 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 29,527 | 1,431 | 0.08% | 0.07% | 36 | +2,800 | 10.48% | Q1 2026 | Apr 20, 2026 |
| FWG Investments, LLC. | History | Added to | 26,921 | 1,305 | 0.83% | 0.8% | 37 | +308 | 1.16% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Added to | 25,573 | 1,240 | 0.01% | 0.01% | 38 | +14,377 | 128.41% | Q1 2026 | Apr 16, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 21,832 | 1,058 | 0.33% | 0.32% | 39 | -67 | -0.31% | Q1 2026 | May 19, 2026 |
| VestGen Advisors, LLC | History | New | 20,440 | 1,055 | 0.03% | — | 40 | +20,440 | New | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Added to | 19,538 | 947 | 0.15% | 0.14% | 41 | +425 | 2.22% | Q1 2026 | Apr 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 19,336 | 937 | 0.29% | 0.31% | 42 | -1,506 | -7.23% | Q1 2026 | May 13, 2026 |
| VestGen Investment Management | History | New | 19,171 | 929 | 0.51% | — | 43 | +19,171 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,046 | 923 | 0.0% | 0.0% | 44 | +6,131 | 47.47% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 18,551 | 899 | 0.01% | 0.02% | 45 | -7,526 | -28.86% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,457 | 894 | 0.0% | 0.0% | 46 | -824 | -4.27% | Q1 2026 | Jun 02, 2026 |
| AE Wealth Management LLC | History | Added to | 17,916 | 868 | 0.0% | 0.0% | 47 | +56 | 0.31% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,524 | 849 | 0.02% | 0.02% | 48 | -3,973 | -18.48% | Q1 2026 | May 14, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 17,045 | 826 | 0.15% | 0.15% | 49 | -171 | -0.99% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 16,112 | 781 | 0.03% | — | 50 | +16,112 | New | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 16,104 | 780 | 0.01% | 0.01% | 51 | +1,558 | 10.71% | Q1 2026 | Apr 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 15,555 | 754 | 0.01% | 0.04% | 52 | -16,906 | -52.08% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,547 | 753 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 15,444 | 749 | 0.04% | 0.01% | 54 | +9,096 | 143.29% | Q1 2026 | May 18, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 15,203 | 737 | 0.03% | 0.03% | 55 | -195 | -1.27% | Q1 2026 | Apr 07, 2026 |
| Signal Advisors Wealth, LLC | History | New | 15,122 | 733 | 0.05% | — | 56 | +15,122 | New | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 14,665 | 711 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,806 | 669 | 0.0% | — | 58 | +13,806 | New | Q1 2026 | May 12, 2026 |
| Legacy Private Trust Co. | History | Reduced | 13,248 | 642 | 0.04% | 0.04% | 59 | -80 | -0.6% | Q1 2026 | Apr 07, 2026 |
| StoneX Group Inc. | History | Reduced | 12,704 | 616 | 0.03% | 0.09% | 60 | -29,669 | -70.02% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,300 | 596 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | New | 12,149 | 589 | 0.01% | — | 62 | +12,149 | New | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 11,932 | 578 | 0.0% | 0.0% | 63 | -629 | -5.01% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,789 | 571 | 0.15% | — | 64 | +11,789 | New | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 11,310 | 548 | 0.09% | 0.07% | 65 | +975 | 9.43% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,915 | 529 | 0.0% | 0.0% | 66 | +3,210 | 41.66% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,696 | 518 | 0.01% | 0.01% | 67 | +4,484 | 72.18% | Q1 2026 | May 01, 2026 |
| Castleview Partners, LLC | History | No change | 10,609 | 514 | 0.26% | 0.25% | 68 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,221 | 495 | 0.02% | 0.02% | 69 | +476 | 4.88% | Q1 2026 | May 12, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 9,870 | 478 | 0.35% | 0.36% | 70 | -150 | -1.5% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,675 | 469 | 0.03% | 0.03% | 71 | +400 | 4.31% | Q1 2026 | Apr 20, 2026 |
| Accel Wealth Management | History | New | 9,240 | 448 | 0.12% | — | 72 | +9,240 | New | Q1 2026 | Apr 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 8,825 | 427 | 0.0% | — | 73 | +8,825 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,686 | 421 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 8,611 | 417 | 0.22% | 0.23% | 75 | -8,852 | -50.69% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,428 | 411 | 0.0% | 0.0% | 76 | -6,170 | -42.27% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,110 | 393 | 0.0% | 0.0% | 77 | -6,976 | -46.24% | Q1 2026 | May 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 7,631 | 370 | 0.34% | 0.3% | 78 | +508 | 7.13% | Q1 2026 | Apr 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,538 | 365 | 0.01% | 0.0% | 80 | +2,355 | 45.44% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,543 | 365 | 0.01% | 0.01% | 79 | +75 | 1.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 7,398 | 358 | 0.12% | 0.12% | 81 | -233 | -3.05% | Q1 2026 | Apr 09, 2026 |
| NOVEM GROUP | History | No change | 7,198 | 349 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 7,182 | 348 | 0.08% | 2.16% | 84 | -194,400 | -96.44% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,188 | 348 | 0.01% | 0.0% | 83 | +1,728 | 31.65% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,135 | 345 | 0.01% | — | 85 | +7,135 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 7,103 | 344 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 7,074 | 343 | 0.06% | 0.07% | 87 | -1,779 | -20.09% | Q1 2026 | May 20, 2026 |
| Merit Financial Group, LLC | History | New | 6,943 | 336 | 0.0% | — | 88 | +6,943 | New | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 6,501 | 315 | 0.0% | — | 89 | +6,501 | New | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,472 | 313 | 0.01% | 0.01% | 90 | -386 | -5.63% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,246 | 302 | 0.02% | 0.03% | 91 | -2,015 | -24.39% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,209 | 301 | 0.02% | 0.01% | 92 | +1,723 | 38.41% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | No change | 5,800 | 299 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 6,115 | 296 | 0.0% | — | 94 | +6,115 | New | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,985 | 290 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | No change | 5,880 | 285 | 0.22% | 0.24% | 96 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 5,868 | 284 | 0.14% | 0.14% | 97 | +6 | 0.1% | Q1 2026 | May 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 5,821 | 282 | 0.03% | 0.04% | 98 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,810 | 281 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 5,432 | 263 | 0.21% | 0.21% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 5,356 | 259 | 0.17% | 0.21% | 101 | -1,672 | -23.79% | Q1 2026 | May 11, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,276 | 255 | 0.27% | — | 102 | +5,276 | New | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 5,242 | 254 | 0.0% | — | 103 | +5,242 | New | Q1 2026 | Apr 29, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,152 | 249 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 4,750 | 230 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,541 | 223 | 0.18% | 0.23% | 106 | -1,137 | -20.02% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | New | 4,534 | 219 | 0.01% | — | 107 | +4,534 | New | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | New | 4,172 | 202 | 0.0% | — | 108 | +4,172 | New | Q1 2026 | May 18, 2026 |
| TopTier Wealth Management, LLC | History | New | 4,088 | 198 | 0.12% | — | 109 | +4,088 | New | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | New | 3,550 | 172 | 0.0% | — | 110 | +3,550 | New | Q1 2026 | Jun 02, 2026 |
| IFP Advisors, Inc | History | Added to | 3,506 | 170 | 0.0% | 0.0% | 111 | +23 | 0.66% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,455 | 168 | 0.0% | 0.0% | 112 | -456 | -11.66% | Q1 2026 | Apr 07, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,875 | 139 | 0.09% | 0.11% | 113 | -481 | -14.33% | Q1 2026 | Apr 14, 2026 |
| Luken Investment Analytics, LLC | History | No change | 2,568 | 124 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,284 | 110 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,165 | 104 | 0.01% | 0.01% | 116 | -100 | -4.42% | Q1 2026 | Apr 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,595 | 77 | 0.0% | 0.0% | 117 | -300 | -15.83% | Q1 2026 | May 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,440 | 69 | 0.02% | 0.03% | 118 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,400 | 67 | 0.0% | 0.0% | 119 | -100 | -6.67% | Q1 2026 | Apr 17, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,185 | 57 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,026 | 49 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 906 | 43 | 0.01% | — | 122 | +906 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 825 | 40 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 738 | 35 | 0.04% | 0.03% | 124 | +23 | 3.22% | Q1 2026 | May 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 550 | 26 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IMG Wealth Management, Inc. | History | No change | 517 | 25 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 500 | 23 | 0.0% | — | 128 | +500 | New | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 488 | 23 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Reduced | 307 | 14 | 0.0% | 0.0% | 129 | -1,795 | -85.39% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 223 | 10 | 0.0% | — | 130 | +206 | 1211.76% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | New | 122 | 5 | 0.0% | — | 131 | +122 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 132 | -144 | -86.75% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,655 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,933 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,344 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,841 | -100.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,403 | -100.0% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,302 | -100.0% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -72 | -86.75% | Q1 2026 | May 15, 2026 |