FIRST TRUST EXCHANGE-TRADED FUND VIII - FMAY
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 | 574,396 | 32,281 | 0.01% | 0.0% | 1 | +431,620 | 302.31% | Q2 2026 | Aug 03, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 488,824 | 27,471 | 12.73% | 12.39% | 2 | +8,504 | 1.77% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | Added to | 430,367 | 24,186 | 0.02% | 0.01% | 3 | +190,007 | 79.05% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 291,563 | 16,385 | 0.03% | 0.03% | 4 | +25,518 | 9.59% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 268,804 | 15,106 | 0.02% | 0.02% | 5 | +1,143 | 0.43% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 247,878 | 13,930 | 0.02% | 0.02% | 6 | +37,235 | 17.68% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 234,245 | 13,164 | 2.25% | 1.73% | 7 | +67,895 | 40.81% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 196,889 | 11,065 | 0.0% | 0.0% | 8 | +107,765 | 120.92% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 191,866 | 10,782 | 0.18% | 0.01% | 9 | +180,652 | 1610.95% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 181,538 | 10,202 | 0.0% | 0.0% | 10 | +11,893 | 7.01% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | New | 178,044 | 10,006 | 0.1% | — | 11 | +178,044 | New | Q2 2026 | Jul 28, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 166,081 | 9,333 | 1.73% | 1.88% | 12 | -427 | -0.26% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 160,806 | 9,037 | 0.01% | 0.01% | 13 | +66,484 | 70.49% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 149,771 | 7,907 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 103,547 | 5,819 | 1.88% | 1.99% | 15 | -542 | -0.52% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | New | 102,859 | 5,780 | 0.29% | — | 16 | +102,859 | New | Q2 2026 | Jul 23, 2026 |
| BAM Wealth Management, LLC | History | New | 100,088 | 5,624 | 3.52% | — | 17 | +100,088 | New | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 95,431 | 5,363 | 0.02% | 0.02% | 18 | -22,382 | -19.0% | Q2 2026 | Jul 28, 2026 |
| SACKS & ASSOCIATES, LLC | History | New | 93,283 | 5,256 | 3.55% | — | 19 | +93,283 | New | Q2 2026 | Aug 04, 2026 |
| Semus Wealth Partners LLC | History | New | 82,839 | 4,655 | 2.25% | — | 20 | +82,839 | New | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 76,631 | 4,306 | 0.09% | 0.01% | 21 | +67,853 | 772.99% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,402 | 4,293 | 0.01% | 0.01% | 22 | +25,940 | 51.41% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Added to | 74,586 | 4,191 | 0.57% | 0.56% | 23 | +6,396 | 9.38% | Q2 2026 | Jul 23, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 71,694 | 4,029 | 1.14% | 1.18% | 24 | +366 | 0.51% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 62,406 | 3,507 | 0.22% | 0.24% | 25 | -70 | -0.11% | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 58,790 | 3,303 | 0.17% | 0.14% | 26 | +18,832 | 47.13% | Q2 2026 | Aug 04, 2026 |
| Capital CS Group, LLC | History | New | 54,362 | 3,055 | 2.41% | — | 27 | +54,362 | New | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 53,607 | 3,012 | 0.03% | 0.03% | 28 | +797 | 1.51% | Q2 2026 | Jul 29, 2026 |
| Integrated Advisors Network LLC | History | Added to | 46,585 | 2,618 | 0.12% | 0.12% | 29 | +4,941 | 11.86% | Q2 2026 | Aug 11, 2026 |
| FWG Investments, LLC. | History | Added to | 44,316 | 2,490 | 1.32% | 1.1% | 30 | +11,397 | 34.62% | Q2 2026 | Jul 28, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 41,490 | 2,331 | 0.42% | 0.58% | 31 | -9,821 | -19.14% | Q2 2026 | Jul 16, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 41,485 | 2,331 | 0.29% | 0.3% | 32 | -360 | -0.86% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 37,116 | 2,085 | 0.11% | 0.11% | 33 | +1,613 | 4.54% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | Added to | 36,562 | 2,054 | 0.01% | 0.01% | 34 | +818 | 2.29% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,441 | 1,879 | 0.03% | 0.02% | 35 | +7,276 | 27.81% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 32,669 | 1,835 | 0.03% | — | 36 | +32,669 | New | Q2 2026 | Jul 15, 2026 |
| 1776 Wealth LLC | History | Added to | 32,012 | 1,799 | 0.63% | 0.6% | 37 | +3,259 | 11.33% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,719 | 1,614 | 0.0% | 0.0% | 38 | +21,479 | 296.67% | Q2 2026 | Aug 14, 2026 |
| Grantvest Financial Group LLC | History | Added to | 28,112 | 1,579 | 0.91% | 0.86% | 39 | +2,845 | 11.26% | Q2 2026 | Aug 07, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 27,696 | 1,556 | 0.74% | 0.78% | 40 | -1,982 | -6.68% | Q2 2026 | Jul 31, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 27,186 | 1,528 | 0.06% | 0.03% | 41 | +16,352 | 150.93% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 27,098 | 1,522 | 0.0% | 0.0% | 42 | -243 | -0.89% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,486 | 1,376 | 0.02% | 0.02% | 43 | +15 | 0.06% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,198 | 1,360 | 0.0% | 0.0% | 44 | +1,177 | 5.11% | Q2 2026 | Aug 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 23,921 | 1,344 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,810 | 1,338 | 0.01% | 0.01% | 46 | +107 | 0.45% | Q2 2026 | Jul 27, 2026 |
| Accel Wealth Management | History | Reduced | 22,130 | 1,243 | 0.28% | 0.31% | 47 | -485 | -2.14% | Q2 2026 | Jul 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | New | 19,784 | 1,111 | 0.07% | — | 48 | +19,784 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,308 | 1,085 | 0.0% | 0.0% | 49 | +8,960 | 86.59% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Added to | 19,305 | 1,084 | 0.01% | 0.0% | 50 | +12,257 | 173.91% | Q2 2026 | Jul 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 18,732 | 1,052 | 0.03% | — | 51 | +18,732 | New | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | New | 17,895 | 1,005 | 0.01% | — | 52 | +17,895 | New | Q2 2026 | Aug 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 17,734 | 996 | 0.06% | 0.02% | 53 | +12,126 | 216.23% | Q2 2026 | Jul 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 17,694 | 994 | 0.12% | 0.11% | 54 | +3,803 | 27.38% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 17,240 | 968 | 0.06% | 0.04% | 55 | +7,293 | 73.32% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 17,205 | 966 | 0.03% | 0.03% | 56 | -1 | -0.01% | Q2 2026 | Jul 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 16,589 | 932 | 0.04% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | Added to | 16,288 | 915 | 0.01% | 0.01% | 58 | +1,910 | 13.28% | Q2 2026 | Jul 15, 2026 |
| KINTRA WEALTH, LLC | History | No change | 15,584 | 899 | 0.05% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 15,888 | 892 | 0.26% | 0.23% | 60 | +2,738 | 20.82% | Q2 2026 | Jul 24, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 15,649 | 879 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 15,525 | 872 | 0.53% | 0.46% | 62 | +1,431 | 10.15% | Q2 2026 | Jul 14, 2026 |
| Oakmont Advisory Group, LLC | History | New | 15,434 | 867 | 0.73% | — | 63 | +15,434 | New | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,358 | 863 | 0.0% | 0.0% | 64 | +5,794 | 60.58% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,245 | 856 | 0.02% | 0.01% | 65 | +9,328 | 157.65% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 14,852 | 834 | 0.08% | — | 66 | +14,852 | New | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,827 | 833 | 0.0% | 0.0% | 67 | +2,068 | 16.21% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | Added to | 14,451 | 811 | 0.08% | 0.28% | 69 | +8,451 | 140.85% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 14,440 | 811 | 0.05% | 0.06% | 68 | -100 | -0.69% | Q2 2026 | Aug 04, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 14,029 | 788 | 0.21% | — | 70 | +14,029 | New | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,948 | 783 | 0.02% | 0.02% | 71 | +382 | 2.82% | Q2 2026 | Jul 06, 2026 |
| Harvest Investment Services, LLC | History | Added to | 13,708 | 770 | 0.12% | 0.12% | 72 | +929 | 7.27% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 13,620 | 765 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,449 | 755 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | New | 13,339 | 749 | 0.02% | — | 75 | +13,339 | New | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,155 | 739 | 0.03% | 0.03% | 76 | +1,997 | 17.9% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,058 | 733 | 0.0% | 0.01% | 77 | -2,351 | -15.26% | Q2 2026 | Sep 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 12,318 | 692 | 0.01% | 0.01% | 78 | +5,655 | 84.87% | Q2 2026 | Aug 14, 2026 |
| TFB Advisors LLC | History | Added to | 12,193 | 685 | 0.3% | 0.22% | 79 | +4,297 | 54.42% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 11,965 | 672 | 0.11% | 0.13% | 80 | -1,016 | -7.83% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,773 | 666 | 0.0% | 0.0% | 81 | +2,177 | 22.69% | Q2 2026 | Jul 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 11,806 | 663 | 0.38% | 0.25% | 82 | +4,815 | 68.87% | Q2 2026 | Jul 31, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 11,562 | 649 | 0.03% | 0.04% | 83 | -779 | -6.31% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,462 | 644 | 0.01% | 0.0% | 84 | +3,363 | 41.52% | Q2 2026 | Jul 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 11,463 | 644 | 0.27% | 0.3% | 85 | -157 | -1.35% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 11,431 | 642 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 11,304 | 635 | 0.15% | 0.11% | 88 | +3,432 | 43.6% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12,037 | 635 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,017 | 619 | 0.14% | — | 89 | +11,017 | New | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,764 | 604 | 0.0% | 0.0% | 90 | +1,554 | 16.87% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 10,157 | 570 | 0.0% | — | 91 | +10,157 | New | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,141 | 569 | 0.07% | 0.09% | 92 | +76 | 0.76% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 10,018 | 563 | 0.02% | 0.02% | 93 | -723 | -6.73% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,792 | 550 | 0.0% | — | 94 | +9,792 | New | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,500 | 533 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 9,173 | 515 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 8,900 | 500 | 0.25% | 2.88% | 97 | -92,532 | -91.23% | Q2 2026 | Sep 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,465 | 475 | 0.01% | 0.01% | 98 | -196 | -2.26% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | New | 7,618 | 428 | 0.0% | — | 99 | +7,618 | New | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 7,567 | 425 | 0.0% | 0.0% | 100 | -75 | -0.98% | Q2 2026 | Aug 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,544 | 423 | 0.34% | 0.37% | 101 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Advisor Resource Council | History | Reduced | 7,399 | 417 | 0.12% | 0.14% | 102 | -551 | -6.93% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,369 | 414 | 0.0% | 0.0% | 103 | +1,272 | 20.86% | Q2 2026 | Jul 20, 2026 |
| Beacon Financial Advisory LLC | History | No change | 7,058 | 396 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 6,936 | 389 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,781 | 381 | 0.0% | 0.0% | 106 | +1,382 | 25.6% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 6,522 | 366 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,435 | 361 | 0.04% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | New | 6,364 | 357 | 0.0% | — | 109 | +6,364 | New | Q2 2026 | Jul 22, 2026 |
| NOVEM GROUP | History | Reduced | 6,274 | 352 | 0.04% | 0.04% | 110 | -90 | -1.41% | Q2 2026 | Jul 21, 2026 |
| Chris Bulman Inc | History | New | 6,210 | 349 | 0.13% | — | 111 | +6,210 | New | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,175 | 347 | 0.0% | 0.0% | 112 | -1,062 | -14.67% | Q2 2026 | Jul 28, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 6,035 | 339 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,007 | 337 | 0.01% | 0.01% | 114 | -186 | -3.0% | Q2 2026 | Jul 17, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,873 | 329 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 5,835 | 327 | 0.0% | — | 116 | +5,835 | New | Q2 2026 | Jul 20, 2026 |
| Kovack Advisors, Inc. | History | New | 5,745 | 322 | 0.02% | — | 117 | +5,745 | New | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | New | 5,525 | 310 | 0.0% | — | 119 | +5,525 | New | Q2 2026 | Aug 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,518 | 310 | 0.0% | 0.0% | 118 | +192 | 3.6% | Q2 2026 | Aug 14, 2026 |
| Faithward Advisors, LLC | History | New | 5,395 | 303 | 0.04% | — | 120 | +5,395 | New | Q2 2026 | Aug 12, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,072 | 285 | 0.02% | — | 121 | +5,072 | New | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | New | 5,070 | 284 | 0.04% | — | 122 | +5,070 | New | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 5,003 | 281 | 0.02% | 0.01% | 123 | -1,541 | -23.55% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 4,876 | 274 | 0.0% | 0.0% | 124 | +3,851 | 375.71% | Q2 2026 | Jul 20, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 4,839 | 271 | 0.0% | 0.02% | 125 | -15,835 | -76.59% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 4,567 | 256 | 0.03% | — | 126 | +4,567 | New | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,513 | 253 | 0.0% | 0.0% | 127 | -1,566 | -25.76% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,181 | 234 | 0.0% | 0.01% | 128 | -4,931 | -54.12% | Q2 2026 | Jul 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 4,175 | 234 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,026 | 225 | 0.22% | 0.21% | 130 | -751 | -15.72% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | New | 3,968 | 223 | 0.01% | — | 131 | +3,968 | New | Q2 2026 | Aug 11, 2026 |
| Allen Capital Group, LLC | History | No change | 3,916 | 220 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,890 | 218 | 0.07% | 0.08% | 134 | -70 | -1.77% | Q2 2026 | Jul 31, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,805 | 218 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,802 | 213 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,720 | 209 | 0.0% | 0.0% | 136 | +1,720 | 86.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | New | 3,698 | 207 | 0.01% | — | 137 | +3,698 | New | Q2 2026 | Jul 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,640 | 204 | 0.0% | — | 138 | +3,640 | New | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 3,597 | 202 | 0.01% | — | 139 | +3,597 | New | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | New | 3,590 | 201 | 0.07% | — | 140 | +3,590 | New | Q2 2026 | Jul 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,562 | 200 | 0.2% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Added to | 3,551 | 199 | 0.0% | 0.0% | 142 | +1,274 | 55.95% | Q2 2026 | Aug 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 2,762 | 155 | 0.13% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,508 | 140 | 0.01% | 0.01% | 144 | +1,024 | 69.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,792 | 100 | 0.0% | — | 145 | +1,792 | New | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,700 | 95 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,626 | 91 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 1,558 | 87 | 0.0% | 0.0% | 148 | +1,304 | 513.39% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,200 | 67 | 0.01% | — | 149 | +1,200 | New | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 1,003 | 56 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 993 | 55 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 905 | 50 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 500 | 28 | 0.02% | 0.08% | 154 | -1,727 | -77.55% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | Added to | 506 | 28 | 0.01% | 0.0% | 153 | +450 | 803.57% | Q2 2026 | Jul 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 300 | 16 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 270 | 15 | 0.0% | — | 156 | +270 | New | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | New | 216 | 12 | 0.0% | — | 157 | +216 | New | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 192 | 10 | 0.0% | — | 158 | +192 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 63 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -44,260 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 1.13% | — | -27,528 | -100.0% | Q2 2026 | Jul 28, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,149 | -100.0% | Q2 2026 | Aug 11, 2026 |
| VVR Holdings LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -7,631 | -100.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,700 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -4,793 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.01% | — | -3,540 | -100.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -688 | -100.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q2 2026 | Aug 13, 2026 |