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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOCUS Wealth Advisors, LLC | History | Reduced | 480,320 | 25,360 | 12.39% | 12.35% | 1 | -16,245 | -3.27% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 267,661 | 14,132 | 0.02% | 0.02% | 2 | -13,910 | -4.94% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 266,045 | 14,047 | 0.03% | 0.03% | 3 | +24,007 | 9.92% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 240,360 | 12,691 | 0.01% | 0.01% | 4 | -12,659 | -5.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 210,643 | 11,121 | 0.02% | 0.02% | 5 | +45,965 | 27.91% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 169,645 | 8,957 | 0.0% | 0.0% | 6 | -38,794 | -18.61% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 166,508 | 8,791 | 1.88% | — | 7 | +166,508 | New | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 166,350 | 8,783 | 1.73% | 1.85% | 8 | -4,242 | -2.49% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 149,771 | 7,907 | 0.02% | 0.02% | 9 | -6,772 | -4.33% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 142,776 | 7,538 | 0.0% | 0.0% | 10 | +14,078 | 10.94% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,813 | 6,220 | 0.02% | 0.03% | 11 | +2,521 | 2.19% | Q1 2026 | Apr 30, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 104,089 | 5,495 | 1.99% | 2.12% | 12 | -1,471 | -1.39% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 94,322 | 4,980 | 0.01% | 0.01% | 13 | -21,665 | -18.68% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 89,124 | 4,705 | 0.0% | 0.0% | 14 | -3,234 | -3.5% | Q1 2026 | May 06, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 71,328 | 3,766 | 1.18% | 1.22% | 15 | -391 | -0.55% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 68,190 | 3,600 | 0.56% | 0.59% | 16 | -2,916 | -4.1% | Q1 2026 | Apr 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 63,108 | 3,373 | 0.25% | 0.25% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 52,810 | 2,788 | 0.03% | 0.06% | 18 | -30,891 | -36.91% | Q1 2026 | Apr 28, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 51,311 | 2,709 | 0.58% | 0.62% | 19 | -6,671 | -11.51% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 50,462 | 2,664 | 0.01% | 0.01% | 20 | +8,028 | 18.92% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,260 | 2,337 | 0.01% | 0.01% | 21 | +540 | 1.24% | Q1 2026 | Apr 30, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 41,845 | 2,209 | 0.3% | 0.27% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 41,644 | 2,198 | 0.12% | 0.1% | 23 | +197 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 39,958 | 2,109 | 0.14% | 0.17% | 24 | -238 | -0.59% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 35,503 | 1,930 | 0.11% | 0.1% | 25 | +2,376 | 7.17% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 35,744 | 1,887 | 0.01% | 0.01% | 26 | +8 | 0.02% | Q1 2026 | Jun 02, 2026 |
| FWG Investments, LLC. | History | Reduced | 32,919 | 1,738 | 1.1% | 1.13% | 27 | -203 | -0.61% | Q1 2026 | Apr 21, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 29,678 | 1,566 | 0.78% | 0.89% | 28 | -3,350 | -10.14% | Q1 2026 | May 14, 2026 |
| 1776 Wealth LLC | History | Reduced | 28,753 | 1,518 | 0.6% | 0.58% | 29 | -4 | -0.01% | Q1 2026 | May 08, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 27,528 | 1,453 | 1.13% | 1.22% | 30 | -1,869 | -6.36% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 27,341 | 1,443 | 0.0% | 0.0% | 31 | -307 | -1.11% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,165 | 1,381 | 0.02% | 0.02% | 32 | +10,639 | 68.52% | Q1 2026 | May 15, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 25,267 | 1,334 | 0.86% | 0.88% | 33 | -343 | -1.34% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 24,471 | 1,292 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 23,921 | 1,263 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,703 | 1,251 | 0.01% | 0.0% | 36 | +15,767 | 198.68% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,021 | 1,216 | 0.0% | 0.0% | 37 | +184 | 0.81% | Q1 2026 | Apr 22, 2026 |
| Accel Wealth Management | History | Reduced | 22,615 | 1,194 | 0.31% | 0.33% | 38 | -200 | -0.88% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 20,674 | 1,091 | 0.02% | — | 39 | +20,674 | New | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 17,206 | 908 | 0.03% | 0.03% | 40 | -740 | -4.12% | Q1 2026 | Apr 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 16,589 | 875 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 15,649 | 826 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 15,584 | 822 | 0.06% | 0.11% | 43 | +620 | 4.14% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 15,409 | 813 | 0.01% | 0.01% | 44 | -1,096 | -6.64% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 14,540 | 767 | 0.06% | 0.06% | 45 | -397 | -2.66% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 14,378 | 759 | 0.01% | 0.01% | 46 | +1,390 | 10.7% | Q1 2026 | Apr 17, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 14,094 | 744 | 0.46% | 0.51% | 47 | -50 | -0.35% | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 13,891 | 733 | 0.11% | 0.11% | 48 | -307 | -2.16% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 13,620 | 723 | 0.01% | 0.01% | 49 | -1,031 | -7.04% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,566 | 716 | 0.02% | 0.03% | 50 | -173 | -1.26% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,449 | 710 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | New | 13,149 | 694 | 0.0% | — | 53 | +13,149 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 13,150 | 694 | 0.23% | 0.26% | 52 | -1,585 | -10.76% | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,981 | 685 | 0.13% | 0.35% | 54 | -25,960 | -66.66% | Q1 2026 | May 20, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 12,779 | 674 | 0.12% | 0.15% | 55 | -2,385 | -15.73% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,759 | 673 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 12,341 | 658 | 0.04% | 0.04% | 57 | -405 | -3.18% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 12,037 | 635 | 0.04% | 0.04% | 58 | -500 | -3.99% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11,620 | 613 | 0.3% | 0.3% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,431 | 603 | 0.0% | 0.01% | 60 | -393 | -3.32% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,214 | 592 | 0.01% | 0.02% | 61 | -2,707 | -19.45% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,158 | 589 | 0.03% | 0.03% | 62 | -579 | -4.93% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,834 | 572 | 0.03% | 0.03% | 63 | -453 | -4.01% | Q1 2026 | May 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 10,741 | 567 | 0.02% | 0.03% | 64 | -6,789 | -38.73% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,348 | 546 | 0.0% | 0.0% | 65 | -648 | -5.89% | Q1 2026 | Apr 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,065 | 531 | 0.09% | 0.07% | 66 | +876 | 9.53% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,947 | 525 | 0.04% | 0.04% | 67 | +97 | 0.98% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,596 | 510 | 0.0% | 0.0% | 68 | -4,007 | -29.46% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,564 | 504 | 0.0% | 0.0% | 69 | +79 | 0.83% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,500 | 501 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,210 | 486 | 0.0% | 0.0% | 71 | -500 | -5.15% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,173 | 484 | 0.01% | 0.01% | 72 | +1,172 | 14.65% | Q1 2026 | Apr 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 9,112 | 481 | 0.01% | 0.01% | 73 | -4,209 | -31.6% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,778 | 463 | 0.01% | 0.01% | 74 | -272 | -3.01% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,661 | 457 | 0.01% | 0.01% | 75 | -2 | -0.02% | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,099 | 430 | 0.0% | 0.01% | 76 | -3,295 | -28.92% | Q1 2026 | Apr 07, 2026 |
| Advisor Resource Council | History | No change | 7,950 | 419 | 0.14% | 0.15% | 77 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TFB Advisors LLC | History | Reduced | 7,896 | 416 | 0.22% | 0.2% | 78 | -5,809 | -42.39% | Q1 2026 | Apr 20, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 7,872 | 415 | 0.11% | 0.16% | 79 | -2,475 | -23.92% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 7,642 | 403 | 0.0% | 0.0% | 80 | -602 | -7.3% | Q1 2026 | May 13, 2026 |
| VVR Holdings LLC | History | No change | 7,631 | 402 | 0.21% | 0.21% | 81 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,544 | 398 | 0.37% | 0.35% | 82 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 7,240 | 382 | 0.0% | 0.0% | 83 | +1,500 | 26.13% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,237 | 382 | 0.0% | 0.01% | 84 | -1,000 | -12.14% | Q1 2026 | Apr 20, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 7,058 | 372 | 0.08% | 0.1% | 86 | -652 | -8.46% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Reduced | 7,048 | 372 | 0.0% | 0.0% | 85 | -37 | -0.52% | Q1 2026 | Apr 16, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 6,991 | 369 | 0.25% | 0.38% | 87 | -3,788 | -35.14% | Q1 2026 | May 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 6,936 | 366 | 0.02% | — | 88 | +6,936 | New | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,663 | 351 | 0.01% | 0.01% | 89 | +592 | 9.75% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,544 | 345 | 0.01% | — | 90 | +6,544 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 6,522 | 344 | 0.0% | 0.0% | 91 | +2,350 | 56.33% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,435 | 339 | 0.05% | 0.08% | 92 | -3,425 | -34.74% | Q1 2026 | Apr 21, 2026 |
| NOVEM GROUP | History | No change | 6,364 | 336 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,873 | 331 | 0.04% | 0.05% | 94 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,193 | 326 | 0.01% | 0.01% | 95 | -174 | -2.73% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,097 | 322 | 0.0% | 0.0% | 96 | -52 | -0.85% | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,079 | 320 | 0.0% | — | 97 | +6,079 | New | Q1 2026 | May 08, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 6,035 | 318 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 6,000 | 316 | 0.28% | — | 99 | +6,000 | New | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | No change | 5,917 | 312 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,700 | 300 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,608 | 296 | 0.02% | 0.12% | 102 | -20,930 | -78.87% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,399 | 285 | 0.0% | 0.0% | 103 | -169 | -3.04% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,326 | 281 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,777 | 254 | 0.21% | 0.27% | 105 | -1,257 | -20.83% | Q1 2026 | Apr 30, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,793 | 253 | 0.27% | — | 106 | +4,793 | New | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 4,175 | 220 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,805 | 211 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,960 | 209 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allen Capital Group, LLC | History | New | 3,916 | 206 | 0.02% | — | 110 | +3,916 | New | Q1 2026 | May 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,802 | 200 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,562 | 188 | 0.19% | 0.2% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 3,540 | 186 | 0.01% | — | 113 | +3,540 | New | Q1 2026 | May 06, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 2,762 | 145 | 0.14% | 0.37% | 114 | -4,329 | -61.05% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Added to | 2,277 | 120 | 0.0% | 0.0% | 115 | +880 | 62.99% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,227 | 117 | 0.08% | 0.1% | 116 | -523 | -19.02% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,000 | 105 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,700 | 89 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,626 | 87 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,484 | 78 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,025 | 54 | 0.0% | 0.0% | 122 | -332 | -24.47% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 1,016 | 54 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 993 | 52 | 0.0% | — | 124 | +993 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | No change | 1,003 | 52 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 905 | 47 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 688 | 36 | 0.0% | 0.0% | 126 | +18 | 2.69% | Q1 2026 | May 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 300 | 15 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | No change | 254 | 13 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 119 | 6 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 63 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 56 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Abacus Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,500 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,516 | -100.0% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,341 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -673 | -100.0% | Q1 2026 | May 05, 2026 |