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 | No change | 574,396 | 32,281 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 478,282 | 27,439 | 13.15% | 12.73% | 2 | -10,542 | -2.16% | Q3 2026 | Oct 14, 2026 |
| Cetera Investment Advisers | History | No change | 430,367 | 24,186 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 315,144 | 18,079 | 0.03% | 0.03% | 4 | +23,581 | 8.09% | Q3 2026 | Oct 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 249,768 | 14,329 | 0.02% | 0.02% | 5 | -19,036 | -7.08% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 247,878 | 13,930 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 230,296 | 13,212 | 2.16% | 2.25% | 7 | -3,949 | -1.69% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 196,889 | 11,065 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 191,667 | 10,995 | 0.18% | 0.18% | 9 | -199 | -0.1% | Q3 2026 | Oct 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 181,538 | 10,202 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 162,143 | 9,310 | 1.66% | 1.73% | 11 | -3,938 | -2.37% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Reduced | 159,228 | 9,134 | 0.09% | 0.1% | 12 | -18,816 | -10.57% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 160,806 | 9,037 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 103,547 | 5,819 | 1.88% | 1.88% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 94,902 | 5,444 | 0.27% | 0.29% | 15 | -7,957 | -7.74% | Q3 2026 | Oct 22, 2026 |
| SACKS & ASSOCIATES, LLC | History | Reduced | 92,585 | 5,311 | 3.71% | 3.55% | 16 | -698 | -0.75% | Q3 2026 | Oct 09, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 91,041 | 5,223 | 2.83% | 3.52% | 17 | -9,047 | -9.04% | Q3 2026 | Oct 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 89,759 | 5,149 | 0.01% | 0.02% | 18 | -5,672 | -5.94% | Q3 2026 | Nov 02, 2026 |
| Semus Wealth Partners LLC | History | No change | 82,839 | 4,752 | 2.16% | 2.25% | 19 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 80,863 | 4,639 | 0.01% | — | 20 | +80,863 | New | Q3 2026 | Nov 02, 2026 |
| CreativeOne Wealth, LLC | History | No change | 76,631 | 4,306 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 76,402 | 4,293 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | Reduced | 73,505 | 4,216 | 0.55% | 0.57% | 23 | -1,081 | -1.45% | Q3 2026 | Oct 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 71,694 | 4,029 | 1.14% | 1.14% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 62,406 | 3,507 | 0.22% | 0.22% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 59,035 | 3,386 | 0.15% | 0.17% | 26 | +245 | 0.42% | Q3 2026 | Oct 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 53,607 | 3,012 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital CS Group, LLC | History | Reduced | 50,652 | 2,905 | 2.15% | 2.41% | 28 | -3,710 | -6.82% | Q3 2026 | Oct 29, 2026 |
| FWG Investments, LLC. | History | Reduced | 41,740 | 2,394 | 1.15% | 1.32% | 29 | -2,576 | -5.81% | Q3 2026 | Nov 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 41,247 | 2,366 | 0.11% | 0.12% | 30 | -5,338 | -11.46% | Q3 2026 | Oct 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 41,161 | 2,361 | 0.12% | 0.11% | 31 | +4,045 | 10.9% | Q3 2026 | Oct 28, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 40,460 | 2,321 | 0.34% | 0.29% | 32 | -1,025 | -2.47% | Q3 2026 | Oct 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 37,486 | 2,150 | 0.39% | 0.42% | 33 | -4,004 | -9.65% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 36,562 | 2,054 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33,441 | 1,879 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 32,448 | 1,861 | 0.03% | 0.03% | 36 | -221 | -0.68% | Q3 2026 | Oct 13, 2026 |
| 1776 Wealth LLC | History | No change | 32,012 | 1,799 | 0.63% | 0.63% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 28,728 | 1,648 | 0.12% | 0.06% | 38 | +10,994 | 61.99% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,719 | 1,614 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 27,696 | 1,556 | 0.74% | 0.74% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 27,186 | 1,528 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 27,098 | 1,522 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Point Advisors Inc. | History | New | 26,094 | 1,497 | 1.02% | — | 43 | +26,094 | New | Q3 2026 | Oct 30, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 25,482 | 1,461 | 0.84% | 0.91% | 44 | -2,630 | -9.36% | Q3 2026 | Oct 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,872 | 1,426 | 0.01% | 0.01% | 45 | +1,062 | 4.46% | Q3 2026 | Oct 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 24,486 | 1,376 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 23,895 | 1,370 | 0.07% | 0.07% | 47 | -26 | -0.11% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 24,198 | 1,360 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accel Wealth Management | History | Reduced | 20,953 | 1,202 | 0.26% | 0.28% | 49 | -1,177 | -5.32% | Q3 2026 | Oct 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 19,784 | 1,111 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,860 | 1,081 | 0.0% | 0.0% | 51 | -448 | -2.32% | Q3 2026 | Oct 30, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 18,732 | 1,052 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 17,833 | 1,023 | 0.01% | 0.01% | 53 | -1,472 | -7.62% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,572 | 1,017 | 0.0% | 0.0% | 54 | +5,799 | 49.26% | Q3 2026 | Oct 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 17,640 | 1,012 | 0.12% | 0.12% | 55 | -54 | -0.31% | Q3 2026 | Oct 29, 2026 |
| Bleakley Financial Group, LLC | History | No change | 17,895 | 1,005 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Added to | 17,224 | 988 | 0.01% | 0.01% | 57 | +936 | 5.75% | Q3 2026 | Nov 03, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 17,204 | 986 | 0.03% | 0.03% | 58 | -1 | -0.01% | Q3 2026 | Oct 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 17,240 | 968 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 16,589 | 932 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 15,888 | 911 | 0.26% | 0.26% | 61 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| KINTRA WEALTH, LLC | History | No change | 15,584 | 899 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 15,649 | 897 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 15,151 | 869 | 0.51% | 0.53% | 64 | -374 | -2.41% | Q3 2026 | Oct 16, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 15,434 | 867 | 0.73% | 0.73% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,358 | 863 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 15,245 | 856 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 14,852 | 852 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TFB Advisors LLC | History | Added to | 14,634 | 839 | 0.34% | 0.3% | 69 | +2,441 | 20.02% | Q3 2026 | Nov 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,827 | 833 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 14,029 | 816 | 0.21% | 0.21% | 71 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,201 | 814 | 0.02% | 0.02% | 72 | +253 | 1.81% | Q3 2026 | Oct 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 14,440 | 811 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 14,451 | 811 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 13,708 | 770 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 13,620 | 765 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,449 | 755 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,339 | 749 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 12,783 | 733 | 0.03% | 0.03% | 80 | -372 | -2.83% | Q3 2026 | Oct 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,058 | 733 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12,318 | 692 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 11,590 | 674 | 0.03% | 0.03% | 82 | +28 | 0.24% | Q3 2026 | Oct 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 11,965 | 672 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 11,806 | 663 | 0.38% | 0.38% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11,463 | 644 | 0.27% | 0.27% | 85 | 0 | 0.0% | 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 | No change | 11,304 | 635 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,998 | 630 | 0.0% | 0.01% | 88 | -464 | -4.05% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,764 | 604 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,157 | 570 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,141 | 569 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,792 | 550 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,500 | 533 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 9,057 | 519 | 0.02% | 0.02% | 94 | -961 | -9.59% | Q3 2026 | Oct 29, 2026 |
| Bullseye Investment Management, LLC | History | No change | 8,900 | 510 | 0.25% | 0.25% | 95 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,465 | 475 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 7,561 | 433 | 0.0% | 0.0% | 97 | +1,039 | 15.93% | Q3 2026 | Nov 02, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 7,544 | 432 | 0.33% | 0.34% | 98 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HighTower Advisors, LLC | History | No change | 7,618 | 428 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 7,567 | 425 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor Resource Council | History | No change | 7,399 | 417 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Financial Advisory LLC | History | No change | 7,058 | 404 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,990 | 398 | 0.01% | 0.01% | 104 | -2,183 | -23.8% | Q3 2026 | Nov 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,944 | 398 | 0.0% | 0.0% | 103 | -425 | -5.77% | Q3 2026 | Oct 26, 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 | No change | 6,781 | 381 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 6,435 | 361 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chris Bulman Inc | History | Reduced | 6,189 | 355 | 0.12% | 0.13% | 108 | -21 | -0.34% | Q3 2026 | Oct 20, 2026 |
| NOVEM GROUP | History | Reduced | 6,134 | 351 | 0.03% | 0.04% | 109 | -140 | -2.23% | Q3 2026 | Oct 19, 2026 |
| Sowell Financial Services LLC | History | Added to | 6,103 | 350 | 0.01% | 0.01% | 110 | +96 | 1.6% | Q3 2026 | Oct 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,070 | 348 | 0.0% | 0.0% | 111 | -105 | -1.7% | Q3 2026 | Oct 30, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 6,035 | 339 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,873 | 337 | 0.03% | 0.04% | 113 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,835 | 327 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,745 | 322 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 5,501 | 315 | 0.01% | 0.0% | 116 | +625 | 12.82% | Q3 2026 | Oct 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,518 | 310 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,525 | 310 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Faithward Advisors, LLC | History | No change | 5,395 | 303 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,239 | 294 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,072 | 285 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 4,950 | 283 | 0.04% | 0.04% | 122 | -120 | -2.37% | Q3 2026 | Nov 04, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,003 | 281 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 4,839 | 271 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 4,567 | 262 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,513 | 253 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 4,175 | 234 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,003 | 229 | 0.0% | 0.0% | 128 | -178 | -4.26% | Q3 2026 | Oct 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 4,026 | 225 | 0.22% | 0.22% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allen Capital Group, LLC | History | No change | 3,916 | 224 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 3,846 | 220 | 0.01% | — | 131 | +3,846 | New | Q3 2026 | Oct 29, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,805 | 218 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,890 | 218 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,802 | 213 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,720 | 209 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,602 | 206 | 0.01% | 0.01% | 136 | -96 | -2.6% | Q3 2026 | Oct 08, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 3,590 | 205 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,640 | 204 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,562 | 204 | 0.2% | 0.2% | 139 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,597 | 202 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 3,551 | 199 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 2,762 | 158 | 0.13% | 0.13% | 142 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,466 | 141 | 0.01% | 0.01% | 143 | -42 | -1.67% | Q3 2026 | Oct 26, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,238 | 125 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 2,238 | 125 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,792 | 100 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,700 | 95 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,626 | 93 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AE Wealth Management LLC | History | No change | 1,558 | 87 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,200 | 68 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | No change | 1,003 | 56 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 993 | 55 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 905 | 50 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 506 | 29 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 500 | 28 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 366 | 20 | 0.01% | 0.0% | 156 | +96 | 35.56% | Q3 2026 | Oct 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 300 | 17 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Continuum Advisory, LLC | History | No change | 216 | 12 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 192 | 10 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 132 | 7 | 0.0% | — | 161 | +132 | New | Q3 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 123 | 7 | 0.0% | — | 160 | +123 | New | Q3 2026 | Nov 04, 2026 |
| Decker Retirement Planning Inc. | History | New | 78 | 4 | 0.0% | — | 162 | +78 | New | Q3 2026 | Oct 19, 2026 |
| MORGAN STANLEY | History | No change | 63 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -11,017 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,364 | -100.0% | Q3 2026 | Oct 23, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,968 | -100.0% | Q3 2026 | Oct 27, 2026 |