FIRST TRUST EXCHANGE-TRADED FUND VIII - FNOV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 747,366 | 40,978 | 0.01% | 0.0% | 1 | +642,426 | 612.18% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 547,574 | 30,023 | 0.03% | 0.02% | 2 | +206,182 | 60.39% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 292,891 | 16,059 | 0.0% | 0.0% | 3 | +47,845 | 19.52% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 276,009 | 15,133 | 0.0% | 0.0% | 4 | +24,306 | 9.66% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 273,127 | 14,975 | 0.02% | 0.03% | 5 | -73,178 | -21.13% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 235,755 | 12,926 | 0.03% | 0.02% | 6 | +28,477 | 13.74% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 182,235 | 9,991 | 0.01% | 0.01% | 7 | +27,515 | 17.78% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 146,376 | 8,025 | 0.09% | 0.0% | 8 | +138,554 | 1771.34% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 96,859 | 5,311 | 0.01% | 0.01% | 9 | +11,249 | 13.14% | Q4 2025 | Jan 26, 2026 |
| REAP Financial Group, LLC | History | Added to | 94,828 | 5,199 | 1.06% | 0.82% | 10 | +23,517 | 32.98% | Q4 2025 | Feb 10, 2026 |
| BAM Wealth Management, LLC | History | New | 94,508 | 5,181 | 3.75% | — | 11 | +94,508 | New | Q4 2025 | Jan 20, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 80,598 | 4,419 | 0.21% | — | 12 | +80,598 | New | Q4 2025 | Feb 13, 2026 |
| MBL Wealth, LLC | History | Added to | 70,964 | 3,890 | 0.31% | 0.33% | 13 | +536 | 0.76% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 66,729 | 3,658 | 0.01% | 0.0% | 14 | +42,186 | 171.89% | Q4 2025 | Feb 13, 2026 |
| Altman Advisors, Inc. | History | Added to | 95,028 | 3,623 | 1.37% | 1.35% | 15 | +507 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 65,000 | 3,563 | 0.01% | 0.01% | 16 | +9,813 | 17.78% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 62,634 | 3,434 | 0.08% | 0.01% | 17 | +55,958 | 838.2% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 61,019 | 3,345 | 0.0% | 0.0% | 18 | +4,552 | 8.06% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 59,592 | 3,267 | 1.09% | 1.1% | 19 | -1,802 | -2.94% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 59,396 | 3,257 | 0.01% | 0.01% | 20 | +3,383 | 6.04% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | New | 58,971 | 3,233 | 0.03% | — | 21 | +58,971 | New | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 58,051 | 3,182 | 0.18% | 0.17% | 22 | -3,335 | -5.43% | Q4 2025 | Feb 06, 2026 |
| ERn Financial, LLC | History | Added to | 57,388 | 3,146 | 0.59% | 0.56% | 23 | +3,831 | 7.15% | Q4 2025 | Jan 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 52,164 | 2,860 | 0.05% | 0.02% | 24 | +33,542 | 180.12% | Q4 2025 | Feb 09, 2026 |
| Faithward Advisors, LLC | History | Added to | 51,623 | 2,830 | 0.41% | 0.34% | 25 | +8,295 | 19.14% | Q4 2025 | Feb 17, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 49,954 | 2,738 | 1.93% | — | 26 | +49,954 | New | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,618 | 2,720 | 0.03% | 0.02% | 27 | +2,384 | 5.05% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 47,627 | 2,611 | 0.36% | — | 28 | +47,627 | New | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,409 | 2,544 | 0.01% | 0.01% | 29 | +3,300 | 7.66% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | New | 44,877 | 2,460 | 0.05% | — | 30 | +44,877 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 43,158 | 2,366 | 0.05% | 0.04% | 31 | +8,202 | 23.46% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 42,348 | 2,322 | 0.01% | 0.0% | 32 | +6,050 | 16.67% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 41,167 | 2,257 | 0.1% | 0.07% | 33 | +10,869 | 35.87% | Q4 2025 | Feb 17, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 40,657 | 2,229 | 0.13% | 0.14% | 34 | -2,788 | -6.42% | Q4 2025 | Jan 07, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 37,038 | 2,030 | 1.03% | 1.2% | 35 | -10,581 | -22.22% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 37,014 | 2,029 | 0.04% | 0.02% | 36 | +22,191 | 149.71% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 33,384 | 1,830 | 0.02% | 0.02% | 37 | -782 | -2.29% | Q4 2025 | Jan 29, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 32,807 | 1,798 | 0.88% | 0.86% | 38 | -20 | -0.06% | Q4 2025 | Feb 19, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 31,681 | 1,737 | 0.55% | 0.64% | 39 | -5,185 | -14.06% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,148 | 1,665 | 0.0% | 0.0% | 40 | +13,655 | 82.79% | Q4 2025 | Jan 08, 2026 |
| FWG Investments, LLC. | History | Added to | 29,786 | 1,633 | 1.04% | 1.05% | 41 | +840 | 2.9% | Q4 2025 | Jan 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 28,250 | 1,548 | 0.09% | 0.09% | 42 | +2,856 | 11.25% | Q4 2025 | Feb 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 28,128 | 1,542 | 0.58% | 0.51% | 43 | +3,239 | 13.01% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 28,050 | 1,537 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Benson Wealth Management INC | History | New | 27,633 | 1,515 | 1.69% | — | 45 | +27,633 | New | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | New | 25,926 | 1,421 | 0.02% | — | 46 | +25,926 | New | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 22,018 | 1,207 | 0.08% | 0.08% | 47 | +745 | 3.5% | Q4 2025 | Feb 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,019 | 1,152 | 0.0% | 0.0% | 48 | +10,670 | 103.1% | Q4 2025 | Mar 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 20,797 | 1,140 | 0.05% | 0.05% | 49 | +1,828 | 9.64% | Q4 2025 | Feb 13, 2026 |
| 1ST SOURCE BANK | History | No change | 20,611 | 1,130 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 20,360 | 1,116 | 0.27% | 0.27% | 51 | -1,424 | -6.54% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 20,030 | 1,098 | 0.01% | 0.01% | 52 | +3,060 | 18.03% | Q4 2025 | Feb 05, 2026 |
| Harvest Investment Services, LLC | History | Added to | 19,957 | 1,094 | 0.21% | 0.19% | 53 | +2,410 | 13.73% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 19,917 | 1,092 | 0.0% | — | 54 | +19,917 | New | Q4 2025 | Feb 06, 2026 |
| Oder Investment Management, LLC | History | Reduced | 19,160 | 1,050 | 0.76% | 0.76% | 55 | -800 | -4.01% | Q4 2025 | Feb 12, 2026 |
| VestGen Investment Management | History | New | 18,715 | 1,026 | 0.57% | — | 56 | +18,715 | New | Q4 2025 | Feb 18, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 18,688 | 1,024 | 0.03% | — | 57 | +18,688 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,383 | 1,007 | 0.02% | 0.02% | 58 | +542 | 3.04% | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 18,180 | 996 | 0.01% | 0.01% | 59 | -69 | -0.38% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,660 | 968 | 0.0% | 0.0% | 60 | -30 | -0.17% | Q4 2025 | Feb 02, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 16,935 | 928 | 0.07% | 0.03% | 62 | +10,759 | 174.21% | Q4 2025 | Jan 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 16,933 | 928 | 0.0% | 0.0% | 61 | -7,025 | -29.32% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,925 | 873 | 0.0% | 0.0% | 63 | +9,502 | 147.94% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 15,544 | 855 | 0.06% | 0.02% | 64 | +10,694 | 220.49% | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 15,305 | 839 | 0.01% | 0.01% | 65 | -154 | -1.0% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,241 | 835 | 0.0% | 0.0% | 66 | +2,376 | 18.47% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | New | 15,091 | 827 | 0.02% | — | 67 | +15,091 | New | Q4 2025 | Feb 02, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,658 | 803 | 0.0% | 0.0% | 68 | -1,191 | -7.51% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,626 | 801 | 0.01% | 0.02% | 69 | -4,568 | -23.8% | Q4 2025 | Jan 23, 2026 |
| Goldenstone Wealth Management LLC | History | New | 14,180 | 777 | 0.58% | — | 70 | +14,180 | New | Q4 2025 | Feb 06, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 13,509 | 740 | 0.61% | 0.61% | 71 | -147 | -1.08% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 13,490 | 739 | 0.01% | 0.0% | 72 | +9,031 | 202.53% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 13,465 | 738 | 0.03% | 0.03% | 73 | +167 | 1.26% | Q4 2025 | Jan 13, 2026 |
| TFB Advisors LLC | History | Reduced | 13,361 | 732 | 0.2% | 0.21% | 74 | -471 | -3.41% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 13,238 | 725 | 0.2% | — | 75 | +13,238 | New | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | No change | 13,072 | 716 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,947 | 709 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 12,823 | 703 | 0.04% | 0.07% | 78 | -15,783 | -55.17% | Q4 2025 | Jan 30, 2026 |
| 1776 Wealth LLC | History | No change | 12,657 | 693 | 0.26% | 0.26% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 12,633 | 692 | 0.01% | 0.01% | 80 | +1,069 | 9.24% | Q4 2025 | Feb 03, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 12,613 | 691 | 0.54% | 0.59% | 81 | -1,839 | -12.72% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,501 | 685 | 0.0% | 0.0% | 82 | -180 | -1.42% | Q4 2025 | Feb 18, 2026 |
| Ignite Planners, LLC | History | New | 11,911 | 658 | 0.1% | — | 83 | +11,911 | New | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,995 | 657 | 0.02% | 0.05% | 84 | -1,035 | -7.94% | Q4 2025 | Feb 04, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 11,875 | 651 | 0.42% | 0.45% | 85 | -1,000 | -7.77% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,573 | 635 | 0.0% | — | 86 | +11,573 | New | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 11,575 | 634 | 0.05% | 0.04% | 87 | +1,662 | 16.77% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,355 | 622 | 0.0% | — | 88 | +11,355 | New | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 11,202 | 614 | 0.05% | 0.05% | 89 | +117 | 1.06% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,019 | 604 | 0.0% | — | 90 | +11,019 | New | Q4 2025 | Feb 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 9,830 | 538 | 0.15% | 0.15% | 91 | -49 | -0.5% | Q4 2025 | Feb 09, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 9,715 | 532 | 0.15% | 0.15% | 92 | -49 | -0.5% | Q4 2025 | Jan 23, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 9,229 | 507 | 0.43% | 0.43% | 93 | -902 | -8.9% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9,055 | 496 | 0.07% | — | 94 | +9,055 | New | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,681 | 475 | 0.0% | 0.0% | 95 | +281 | 3.35% | Q4 2025 | Feb 17, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 8,540 | 468 | 0.12% | 0.12% | 96 | -189 | -2.17% | Q4 2025 | Jan 22, 2026 |
| Grantvest Financial Group LLC | History | Added to | 8,525 | 467 | 0.3% | 0.23% | 97 | +2,278 | 36.47% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,961 | 436 | 0.01% | 0.01% | 98 | -392 | -4.69% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 7,695 | 422 | 0.23% | — | 100 | +7,695 | New | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,700 | 422 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,579 | 415 | 0.01% | 0.01% | 101 | -1,650 | -17.88% | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 7,567 | 414 | 0.09% | — | 102 | +7,567 | New | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Management, LLC | History | New | 7,287 | 399 | 0.01% | — | 103 | +7,287 | New | Q4 2025 | Feb 04, 2026 |
| BEACON FINANCIAL GROUP | History | New | 7,260 | 398 | 0.04% | — | 104 | +7,260 | New | Q4 2025 | Apr 01, 2026 |
| Wealthspire Retirement, LLC | History | No change | 7,084 | 388 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | New | 6,995 | 383 | 0.19% | — | 106 | +6,995 | New | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,961 | 382 | 0.0% | 0.0% | 107 | -808 | -10.4% | Q4 2025 | Jan 05, 2026 |
| Catalina Capital Group, LLC | History | No change | 6,952 | 381 | 0.23% | 0.22% | 108 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 6,840 | 375 | 0.11% | 0.11% | 109 | -275 | -3.87% | Q4 2025 | Jan 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 6,474 | 354 | 0.05% | 0.02% | 110 | +3,463 | 115.01% | Q4 2025 | Feb 09, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 6,359 | 348 | 0.31% | 0.29% | 111 | +156 | 2.51% | Q4 2025 | Jan 14, 2026 |
| Accel Wealth Management | History | No change | 6,065 | 332 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,000 | 328 | 0.01% | 0.01% | 113 | -500 | -7.69% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,951 | 326 | 0.01% | 0.01% | 114 | -1,137 | -16.04% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | New | 5,791 | 317 | 0.0% | — | 115 | +5,791 | New | Q4 2025 | Feb 06, 2026 |
| StoneX Group Inc. | History | Reduced | 5,437 | 298 | 0.01% | 0.01% | 116 | -60 | -1.09% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,200 | 285 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,166 | 283 | 0.01% | 0.02% | 118 | +300 | 6.17% | Q4 2025 | Jan 28, 2026 |
| LVZ, Inc. | History | No change | 5,123 | 280 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | No change | 5,094 | 279 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,083 | 278 | 0.0% | 0.0% | 121 | +1,253 | 32.72% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 5,059 | 277 | 0.01% | 0.01% | 122 | +660 | 15.0% | Q4 2025 | Feb 06, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 4,955 | 271 | 0.03% | 0.03% | 123 | +510 | 11.47% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Reduced | 4,889 | 268 | 0.0% | 0.0% | 124 | -186 | -3.67% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,866 | 266 | 0.02% | 0.02% | 125 | +65 | 1.35% | Q4 2025 | Jan 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,833 | 264 | 0.0% | 0.0% | 126 | -150 | -3.01% | Q4 2025 | Feb 18, 2026 |
| Capasso Planning Partners LLC | History | New | 4,682 | 256 | 0.14% | — | 127 | +4,682 | New | Q4 2025 | Feb 17, 2026 |
| Wood Tarver Financial Group, LLC | History | New | 4,670 | 256 | 0.07% | — | 128 | +4,670 | New | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 4,525 | 248 | 0.01% | — | 129 | +4,525 | New | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 4,612 | 245 | 0.03% | — | 130 | +4,612 | New | Q4 2025 | Mar 24, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,291 | 235 | 0.01% | 0.01% | 131 | -51 | -1.17% | Q4 2025 | Jan 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 4,296 | 235 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | New | 4,274 | 234 | 0.0% | — | 133 | +4,274 | New | Q4 2025 | Jan 26, 2026 |
| Aurora Private Wealth, Inc. | History | New | 4,110 | 225 | 0.15% | — | 134 | +4,110 | New | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 4,019 | 220 | 0.0% | — | 135 | +4,019 | New | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,963 | 217 | 0.01% | — | 136 | +3,963 | New | Q4 2025 | Feb 09, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 3,975 | 217 | 0.08% | 0.09% | 137 | -446 | -10.09% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 3,728 | 204 | 0.0% | — | 138 | +3,728 | New | Q4 2025 | Feb 17, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 3,707 | 203 | 0.07% | 0.08% | 139 | -435 | -10.5% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 3,646 | 199 | 0.0% | — | 140 | +3,646 | New | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 3,600 | 197 | 0.01% | 0.01% | 141 | -500 | -12.2% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | No change | 2,496 | 137 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 2,180 | 119 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,167 | 118 | 0.0% | 0.0% | 144 | -531 | -19.68% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,892 | 103 | 0.0% | — | 145 | +1,892 | New | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,176 | 64 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,146 | 62 | 0.01% | 0.0% | 147 | +1,085 | 1778.69% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,056 | 57 | 0.0% | 0.0% | 148 | -14 | -1.31% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 932 | 51 | 0.0% | — | 149 | +932 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 865 | 47 | 0.0% | 0.0% | 150 | +75 | 9.49% | Q4 2025 | Feb 11, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 843 | 46 | 0.01% | 0.02% | 152 | -281 | -25.0% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | No change | 852 | 46 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 785 | 43 | 0.04% | 0.05% | 153 | -178 | -18.48% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 750 | 41 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 725 | 39 | 0.0% | 0.0% | 155 | -265 | -26.77% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 560 | 30 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 468 | 25 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 390 | 21 | 0.01% | — | 158 | +390 | New | Q4 2025 | Jan 20, 2026 |
| WINNOW WEALTH LLC | History | New | 261 | 14 | 0.01% | — | 159 | +261 | New | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 197 | 10 | 0.0% | 0.0% | 160 | -3,537 | -94.72% | Q4 2025 | Feb 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 200 | 10 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 55 | 3 | 0.0% | — | 162 | +55 | New | Q4 2025 | Feb 12, 2026 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.64% | — | -53,069 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -49,016 | -100.0% | Q3 2025 | Oct 22, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,843 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,019 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -11,450 | -100.0% | Q3 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,899 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -396 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Topsail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Oct 27, 2025 |