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 | 338,253 | 18,123 | 0.03% | 0.03% | 1 | +25,128 | 8.02% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 301,501 | 15,756 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 232,082 | 12,128 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 209,127 | 10,928 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 201,791 | 10,545 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 199,742 | 10,438 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 150,976 | 8,089 | 1.32% | 1.35% | 7 | -662 | -0.44% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 118,455 | 6,190 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 113,275 | 6,069 | 0.01% | 0.01% | 9 | -14,166 | -11.12% | Q3 2026 | Nov 02, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 107,029 | 5,734 | 1.02% | 1.06% | 10 | -2,638 | -2.41% | Q3 2026 | Nov 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 96,484 | 5,169 | 0.62% | 0.64% | 11 | -1,928 | -1.96% | Q3 2026 | Oct 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 92,873 | 4,976 | 0.01% | 0.01% | 12 | +7,497 | 8.78% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 93,010 | 4,860 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 89,538 | 4,797 | 0.01% | — | 14 | +89,538 | New | Q3 2026 | Nov 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 90,007 | 4,703 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 80,664 | 4,215 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, LLC | History | No change | 63,504 | 3,318 | 0.4% | 0.4% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 59,572 | 3,191 | 0.24% | 0.21% | 18 | -1,659 | -2.71% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 50,510 | 2,706 | 0.0% | 0.0% | 19 | -811 | -1.58% | Q3 2026 | Oct 30, 2026 |
| Integrity Financial Corp /WA | History | No change | 42,782 | 2,235 | 1.07% | 1.07% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 42,752 | 2,234 | 0.14% | 0.14% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schulz Wealth, LTD. | History | No change | 38,105 | 2,041 | 0.96% | 1.03% | 22 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 38,401 | 2,007 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 37,190 | 1,992 | 0.01% | 0.02% | 24 | -1,120 | -2.92% | Q3 2026 | Oct 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 36,297 | 1,944 | 0.1% | 0.09% | 25 | +4,141 | 12.88% | Q3 2026 | Oct 28, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 34,943 | 1,887 | 0.09% | 0.1% | 26 | -111 | -0.32% | Q3 2026 | Oct 13, 2026 |
| RiverTree Advisors, LLC | History | Added to | 34,071 | 1,825 | 1.09% | 1.05% | 27 | +120 | 0.35% | Q3 2026 | Oct 13, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 32,400 | 1,735 | 0.25% | 0.21% | 28 | -600 | -1.82% | Q3 2026 | Oct 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 30,196 | 1,617 | 0.08% | 0.08% | 29 | -35 | -0.12% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 28,677 | 1,499 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1776 Wealth LLC | History | No change | 28,428 | 1,485 | 0.52% | 0.52% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FWG Investments, LLC. | History | Reduced | 27,324 | 1,464 | 0.7% | 0.76% | 32 | -41 | -0.15% | Q3 2026 | Nov 03, 2026 |
| Harvest Investment Services, LLC | History | No change | 27,211 | 1,422 | 0.22% | 0.22% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 25,825 | 1,349 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 21,832 | 1,169 | 0.36% | 0.3% | 35 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 21,399 | 1,118 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 21,123 | 1,103 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20,954 | 1,095 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 19,138 | 1,025 | 0.13% | 0.14% | 39 | -500 | -2.55% | Q3 2026 | Oct 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 19,105 | 998 | 0.28% | 0.28% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 18,585 | 995 | 0.01% | 0.01% | 41 | +990 | 5.63% | Q3 2026 | Nov 03, 2026 |
| Brookstone Capital Management | History | Reduced | 17,793 | 953 | 0.01% | 0.01% | 42 | -500 | -2.73% | Q3 2026 | Oct 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 17,990 | 940 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,959 | 935 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 17,861 | 933 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,917 | 884 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,427 | 880 | 0.01% | 0.01% | 47 | -45 | -0.27% | Q3 2026 | Oct 26, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 16,676 | 871 | 0.73% | 0.73% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TFB Advisors LLC | History | Added to | 15,711 | 841 | 0.34% | 0.3% | 49 | +2,616 | 19.98% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 15,489 | 829 | 0.02% | 0.02% | 50 | +99 | 0.64% | Q3 2026 | Oct 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,276 | 818 | 0.01% | 0.01% | 51 | -155 | -1.0% | Q3 2026 | Oct 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,547 | 812 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 15,535 | 811 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 15,444 | 807 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, LLC | History | No change | 14,920 | 779 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,204 | 761 | 0.0% | 0.01% | 56 | -1,124 | -7.33% | Q3 2026 | Oct 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,183 | 706 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Legacy Private Trust Co. | History | Reduced | 12,555 | 672 | 0.04% | 0.04% | 58 | -120 | -0.95% | Q3 2026 | Oct 06, 2026 |
| LM Advisors LLC | History | No change | 12,670 | 662 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,621 | 659 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,204 | 657 | 0.0% | 0.0% | 61 | +3,831 | 45.75% | Q3 2026 | Oct 13, 2026 |
| StoneX Group Inc. | History | Reduced | 12,237 | 655 | 0.02% | 0.03% | 62 | -664 | -5.15% | Q3 2026 | Nov 03, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,149 | 634 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,100 | 580 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,915 | 570 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,926 | 570 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 10,848 | 566 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,794 | 512 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,351 | 501 | 0.01% | 0.01% | 69 | +1 | 0.01% | Q3 2026 | Nov 03, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 9,412 | 491 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Reduced | 8,684 | 465 | 0.1% | 0.11% | 71 | -300 | -3.34% | Q3 2026 | Oct 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,686 | 453 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | No change | 8,139 | 436 | 0.25% | 0.25% | 73 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Goldstein Advisors, LLC | History | No change | 7,846 | 420 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 7,785 | 417 | 0.26% | 0.34% | 75 | -2,085 | -21.12% | Q3 2026 | Nov 04, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 7,471 | 400 | 0.31% | 0.32% | 76 | -160 | -2.1% | Q3 2026 | Oct 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 7,398 | 396 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,543 | 394 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 7,389 | 386 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | No change | 7,198 | 385 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7,072 | 369 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,277 | 336 | 0.01% | 0.01% | 82 | +98 | 1.59% | Q3 2026 | Oct 23, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,109 | 327 | 0.0% | 0.0% | 83 | -1,329 | -17.87% | Q3 2026 | Oct 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,246 | 326 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,985 | 321 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HighTower Advisors, LLC | History | No change | 5,940 | 310 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | Reduced | 5,629 | 304 | 0.03% | 0.03% | 87 | -171 | -2.95% | Q3 2026 | Oct 13, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 5,776 | 301 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 5,737 | 299 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,708 | 298 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 5,533 | 296 | 0.06% | 0.06% | 91 | -165 | -2.9% | Q3 2026 | Oct 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,398 | 289 | 0.0% | 0.01% | 92 | -1,724 | -24.21% | Q3 2026 | Nov 04, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 5,374 | 280 | 0.2% | 0.2% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,372 | 280 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,152 | 276 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 5,041 | 270 | 0.03% | 0.03% | 96 | -780 | -13.4% | Q3 2026 | Oct 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 5,060 | 264 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,994 | 260 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 4,700 | 251 | 0.01% | 0.01% | 99 | -130 | -2.69% | Q3 2026 | Oct 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,664 | 249 | 0.01% | 0.01% | 100 | -2,439 | -34.34% | Q3 2026 | Oct 23, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 4,750 | 248 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,574 | 245 | 0.0% | 0.0% | 102 | -1,187 | -20.6% | Q3 2026 | Oct 08, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 4,380 | 234 | 0.15% | 0.21% | 103 | -1,500 | -25.51% | Q3 2026 | Oct 06, 2026 |
| ERn Financial, LLC | History | Reduced | 4,184 | 224 | 0.04% | 0.04% | 104 | -9 | -0.21% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,043 | 211 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 3,823 | 204 | 0.02% | — | 106 | +3,823 | New | Q3 2026 | Oct 27, 2026 |
| TopTier Wealth Management, LLC | History | New | 3,788 | 202 | 0.12% | — | 107 | +3,788 | New | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | No change | 3,829 | 200 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 3,436 | 184 | 0.0% | 0.0% | 109 | +130 | 3.93% | Q3 2026 | Oct 16, 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 | No change | 2,456 | 128 | 0.0% | 0.0% | 111 | 0 | 0.0% | 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 | 2,038 | 109 | 0.01% | 0.01% | 113 | -64 | -3.04% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,742 | 91 | 0.01% | 0.01% | 114 | 0 | 0.0% | 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 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,281 | 66 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,185 | 61 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BFC Planning, Inc. | History | No change | 1,131 | 59 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,026 | 54 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,025 | 53 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 825 | 43 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 738 | 39 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 550 | 29 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IMG Wealth Management, Inc. | History | No change | 517 | 27 | 0.01% | 0.02% | 125 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 500 | 25 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 488 | 25 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 394 | 21 | 0.01% | 0.0% | 128 | +104 | 35.86% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 355 | 19 | 0.0% | 0.0% | 129 | +132 | 59.19% | Q3 2026 | Nov 04, 2026 |
| Continuum Advisory, LLC | History | No change | 231 | 12 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 117 | 6 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -10,564 | -100.0% | Q3 2026 | Oct 09, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2026 | Oct 15, 2026 |
| UBS Group AG | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |